US spot crypto exchange-traded funds recorded approximately $64.8 million in net inflows on Monday, representing an 80% decline from the previous trading day. SoSoValue data indicated that Bitcoin ETFs led the sector with $31.07 million, followed by Ether at $17.1 million, Solana at $12.7 million, and XRP at $3.96 million. This sharp cooldown occurred after the same four categories attracted roughly $330.8 million on Friday, with Bitcoin accounting for $134.47 million of that total.
The daily pullback follows a robust weekly performance where these ETF categories collectively drew more than $3.3 billion. Bitcoin funds dominated last week’s activity with $2.39 billion in inflows, while Ether contributed $690 million, Solana added $188 million, and XRP saw $75.6 million. Zcash ETFs also participated in the weekly surge with about $35 million before experiencing an $8.1 million outflow on Monday. Despite the reduced volume, all primary asset classes remained in positive territory, extending their respective net inflow streaks.
The immediate contraction in daily flows highlights the volatility inherent in institutional capital deployment within the newly matured ETF landscape. While the $3.3 billion weekly aggregate demonstrates sustained structural demand, the 80% drop from Friday to Monday suggests that much of this activity may be driven by tactical rebalancing or short-term momentum strategies rather than steady, passive accumulation. The persistence of positive streaks across Bitcoin, Ether, Solana, and XRP indicates that underlying investor sentiment remains constructive, even as the pace of entry decelerates significantly between sessions.
From a market structure perspective, the concentration of inflows in specific issuers underscores the growing importance of product differentiation and liquidity depth among fund managers. BlackRock’s iShares Ethereum Trust captured the majority of Monday’s Ether inflows, while Canary Capital’s XRPC absorbed the entire XRP category flow, suggesting that investors are increasingly selective regarding issuer credibility and tracking efficiency. Monitoring whether these streaks hold during periods of lower overall volume will be critical for assessing the resilience of institutional adoption against potential macroeconomic headwinds or regulatory shifts.
