U.S. ETF inflows reached a record $1.4 trillion in 2025, reflecting broad investor demand across traditional funds. In crypto, December rotations saw money move away from Bitcoin ETFs toward newly launched altcoin products, signaling a potential shift in market positioning. BlackRock’s IBIT drew $25.4 billion in 2025 despite posting a negative 9.6% return—the only losing performer among the top 10 flow leaders.
The fund reversed course after Bitcoin dropped 30% from its October high and it recorded five consecutive weeks of outflows totaling $2.7 billion through Dec. 24. Ethereum ETFs followed a similar pattern, with seven straight days of December outflows totaling $685 million. Through Dec. 24, Bitcoin ETFs shed $629 million while Ethereum products lost $512 million.
US spot XRP ETFs launched Nov. 13 and recorded 28 consecutive trading days of net inflows, with cumulative inflows reaching $1.14 billion and zero outflow days. Daily inflows of $10 million to $50 million remained smaller than Bitcoin ETFs’ early performance of $500 million or more. Solana ETFs attracted $750 million despite SOL’s 53% price decline from October levels, though Solana funds experienced several outflow days in late November and early December. With dozens of cryptocurrency ETF applications awaiting SEC review, more altcoin products are expected in 2026.
Leave a Reply