The Spot Crypto Exchange-Traded Funds (ETFs) are currently experiencing a solid performance, with significant weekly inflows. After facing challenges earlier in the year due to a market downturn, these investment products have rebounded this quarter, particularly in the U.S. market.
Simply put
- The Crypto ETF hit a 30-day high with $12.8 billion inflow in July.
- Bitcoin ETFs lead, with $146.4 billion in assets under management (AUM), while BlackRock’s IBIT is at the forefront with $8.4 billion.
- The Ethereum ETF saw a notable inflow of $726 million in mid-July, but it ended a 20-day upward trend with a $94 million outflow last Friday.
- Despite the recent losses, purchases of ETH for the ETF have surged, with companies now holding about 1% of the total supply.
US Crypto ETFs Outpace Vanguard’s S&P 500 Fund in July
During July, Crypto ETFs had an impressive month, marked by new quarter launches and robust inflows. Market data indicates that July 2025 recorded the highest inflow in history for these products, totaling more than $12.8 billion.
Bloomberg ETF analyst Eric Balchunas discussed the trend, noting that Crypto ETFs achieved the strongest capital inflow in July. Funds related to digital assets pulled in an average of $600 million daily, which is quite significant.
Balchunas pointed out that the average daily inflow in July was nearly double that of the previous month and that crypto-related investment products outperform all ETFs in that timeframe—including the Vanguard’s S&P 500 fund.
Bitcoin and Ethereum ETFs Will Skyrocket as Institutional Investments in Cryptocurrency Increase
Bitcoin’s spot exchange funding remains dominant in the U.S. Crypto ETF market, now boasting over $146.4 billion in AUM. Leading this sector is BlackRock’s IBIT, which has accumulated more than $8.4 billion, followed by Fidelity’s FBTC with nearly $23 billion.
The Ethereum ETF, launched about six months after Bitcoin’s, has assets around $20.1 billion. Similar to Bitcoin ETFs, BlackRock leads the Ethereum ETF segment (ETHA) with $10.71 billion in investments.
Interestingly, Standard Chartered revealed that companies are currently procuring ether at double the pace of Bitcoin. Since early July, corporations have acquired about 1% of all ether in circulation.
This accumulation, along with significant capital flow toward U.S. spot ETH ETFs, has been a key factor driving Ethereum’s recent price spikes. According to the bank, there’s potential for ether to surpass the $4,000 threshold, with its current price around $3,480—up over 35% in the last month.
Predictions suggest that ether could account for as much as 10% of the total coin supply by 2030, benefiting from the growing application of the network.
Spot BTC ETFs Experience Outflows Driven by Fidelity and Ark
On Friday, the Spot BTC ETF faced a drop of about $822.5 million, marking one of the largest single-day losses for these products.
- Fidelity’s FBTC experienced the most significant exit, withdrawing $331.42 million.
- Ark Invest’s ARKB followed closely, dropping $327.93 million.
- Grayscale’s GBTC saw a minor decrease of $66.79 million.
- BlackRock’s IBIT reported only a modest loss of $2.58 million.
This downturn reduced overall net inflows to $541.8 billion, with total managed assets falling to $146.4 billion. The sector’s trading volume is cited as $6.13 billion, with IBIT making up 72.59% of that. Currently, BTC is trading around $114,180 following last week’s decline.
Ethereum ETFs Break 20-Day Inflow Streak With $94 Million in Outflows
After a record inflow streak lasting 20 days, the ETH ETF recorded an outflow of $94 million last Friday.
- Grayscale’s ETH was the largest outlier, experiencing a $47.68 million drop.
- Bitwise’s ETHW faced a sharp decline of $430 million.
- Fidelity’s FETH recorded a smaller outflow of $6.17 million.
- BlackRock’s ETA remained unchanged with no net flow.
In terms of trading within the Ethereum ETF sector, a total of $2.26 billion was exchanged, with Grayscale’s products accounting for $288.96 million in daily activity. Overall, despite the setbacks, Ethereum ETFs had a remarkable run, peaking with an inflow of $726.74 million on July 16, driven by BlackRock’s involvement during this timeframe.
