Crypto Funds Extend Three-Week Run With $1B Inflows Despite Geopolitical Stress
Global crypto funds attracted a outstanding $1 billion in inflows final week, marking their third consecutive week of constructive web flows and finest efficiency in two months, whereas underscoring resilience amid geopolitical challenges.
Crypto Funds’ Positive Streak Extends
According to the most recent CoinShares data, crypto funds drew $1.06 billion in inflows final week, persevering with their constructive web flows run for the third consecutive week and lengthening their finest efficiency because the yr began.
Notably, crypto Exchange-Traded Products (ETPs) had a five-week run of unfavorable web flows from January 19 to February 20 amid market weak point and broader unfavorable sentiment. The funding merchandise had cumulative outflows of $4 billion, registering their worst efficiency because the October 10 crash.
The US market experienced a lot of the unfavorable web flows throughout this era, whereas Bitcoin-based ETPs noticed the weakest efficiency amongst main cryptocurrencies, with over $3.80 billion in outflows.
However, US traders’ renewed demand for digital asset funding merchandise because the finish of February, notably Bitcoin Exchange-Traded Funds (ETFs), has decreased the prior one-month outflows streak, bringing the three-week run of inflows to $2.62 billion.
Regionally, 96% of the inflows originated from the US, with Canada and Switzerland following with $19.4 million and $10.4 million, respectively. Hong Kong additionally attracted $23.1 million in inflows, marking the most effective efficiency since August 2025. In distinction, Germany recorded outflows of $17.1 million, its first unfavorable web flows in 2026, in keeping with CoinShares’ information.
Funds primarily based on the flagship cryptocurrency confirmed the strongest efficiency this week, with $793 million in inflows. This accounts for 75% of whole inflows, bringing BTC’s three-week inflows to $2.2 billion.
The report famous that brief Bitcoin funding merchandise additionally attracted $8.1 million in inflows final week, highlighting that market opinion stays considerably polarized.
Meanwhile, Ethereum funds additionally noticed significant inflows price $315 million, partially driven by BlackRock’s debut of its staked Ether ETF within the US. This brings the class’s year-to-date (YTD) flows, that are on a web outflow place, close to a net-neutral place.
Digital Assets, Bitcoin’s ‘Safe Haven’ Narrative Reinforced
James Butterfill, head of analysis at CoinShares, highlighted crypto funds’ robust efficiency regardless of the increasing Middle East tensions, explaining that “vital geopolitical disruption has strengthened digital property, notably Bitcoin, as a relative secure haven in contrast with different asset courses.”
Since the start of the Iran disaster, whole property underneath administration (AuM) in crypto ETPs have risen by 9.4% to $140 billion, Butterfill famous on Monday. Notably, Nate Geraci, co-founder of the ETF Institute, just lately affirmed that ETF traders have “largely displayed diamond fingers” because the October correction started.
The professional emphasised that fifty% drawdowns “are a stroll within the park for long-time BTC traders,” however noticed that newer ETF traders additionally seem unfazed by the current market volatility.
Bloomberg Intelligence Senior ETF Analyst Eric Balchunas additionally shared an identical perspective on the efficiency of spot Bitcoin ETFs, calling the funding merchandise’ resilience “absurd” amid the market situations.
The newest QCP Market Colour highlighted that crypto is rallying and institutional liquidity can be returning, whereas equities and gold stay underneath stress. According to the Monday evaluation, current worth actions recommend a resurgence of Bitcoin’s narrative as a “digital secure haven” or “geopolitical hedge,” with “markets stress-testing that thesis in actual time.”
“If this sample persists, it will be a late-quarter plot twist, given crypto’s underdog standing and its acquainted behavior of correlating with conventional property totally on the best way down,” the report acknowledged.
