Solana, XRP Record Inflows From Institutions As Bitcoin, Ethereum Bleed, What’s Going On?

As a seasoned analyst with over two decades of experience in the financial markets, I must admit that the crypto market continues to surprise me, much like a rollercoaster ride without a safety harness. Last week was no exception, as the trend seemed to be one of outflows for Bitcoin and Ethereum investment funds, while several altcoins defied the odds and recorded inflows.


In a twist, investment funds specializing in altcoins did not mimic the actions of major cryptocurrencies, as Solana, XRP, Cardano, and Litecoin experienced inflows during the past week. The recent weekly report from CoinShares reveals a pattern of lessened interest among institutional investors towards digital asset investment funds. After seeing three consecutive weeks of investments, crypto investment funds saw a withdrawal of approximately $147 million last week. It’s not surprising that most of these withdrawals were focused on Bitcoin, with Ethereum being the second-largest contributor to the decline.

Bitcoin And Ethereum Products Bleed With Outflows

Over the past week, there was a lot of activity in the pricing of various cryptocurrencies, and it appears that this pattern was mirrored in their related investment funds as well. Bitcoin and Ethereum, which concluded September with a positive momentum, began October on a less-than-ideal note. This downturn was also observed among institutional investors, who reduced their investments during this period.

Due to stronger-than-anticipated economic data, digital asset investment funds experienced little inflow of money last week. As a result, their total inflows turned into outflows, amounting to a net loss of approximately $147 million by the end of the week. This decline is primarily attributed to the reduced likelihood of another interest rate cut by the Federal Reserve following the release of this positive economic data, as suggested by CoinShares.

Last week saw Bitcoin experiencing an outflow of approximately 159 million dollars, primarily through U.S.-based Spot Bitcoin Exchange-Traded Funds (ETFs), which recorded a total outflow of 301.5 million dollars. Similarly, Ethereum investment funds experienced a net outflow of around 28.9 million dollars, with the majority of this happening through U.S.-based Spot Ethereum ETFs.

Solana, XRP, And Cardano Record Surprising Inflows

Bucking the general trend, I’ve noticed a surge of institutional interest in certain altcoins, as evidenced by recent positive investments. This suggests a persistent appetite for these assets, even amidst the broader slump impacting Bitcoin and Ethereum. Specifically, Solana, XRP, Cardano, and Litecoin have attracted inflows of $5.3 million, $0.3 million, $0.3 million, and $0.9 million respectively, indicating a diversification strategy among institutional investors.

Last week, a significant amount of investments from institutional sources were directed towards multi-asset funds, recording a total of $29.4 million in new investments. Interestingly, this marks the sixteenth straight week that these funds have experienced an increase in investments.

Another notable highlight was the inflow into Short Bitcoin products. Short Bitcoin products also ended the week at a net inflow of $2.8 million, further reflecting the reversal from a bullish Bitcoin sentiment. BNB was the only altcoin to follow Bitcoin and Ethereum, registering $1 million of net outflow. 

Geographically speaking, there were net withdrawals of approximately $209 million from the U.S., $8.3 million from Germany, and $7.3 million from Hong Kong. Conversely, Canada and Switzerland experienced inflows of about $43 million and $35 million, respectively.

Solana, XRP Record Inflows From Institutions As Bitcoin, Ethereum Bleed, What’s Going On?

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2024-10-08 23:41