Investors Funnel $32B Into US Crypto ETFs Despite Year-End Pullback
▪︎ $31.77B total net inflows into US crypto ETFs in 2025
▪︎ Despite year-end volatility and weaker momentum into December
▪︎ Signals structural institutional demand, not retail hype
Bitcoin ETFs still dominate
▪︎ Spot
$BTC ETFs pulled $21.4B in 2025
▪︎ Down from $35.2B in 2024, but still massive in a “soft” year
▪︎ BTC started 2025 near $93.5K and finished lower — flows held up anyway
BlackRock = the story
▪︎ IBIT alone: $24.7B inflows
▪︎ That’s 5× more than Fidelity FBTC
▪︎ Ranked 6th among all ETFs globally (not just crypto)
▪︎ Ex-IBIT, the other 9 BTC ETFs combined saw $3.1B outflows
→ Clear message: institutions prefer scale, liquidity, and brand trust
Ethereum ETFs quietly surged
▪︎ $9.6B inflows in 2025 (4× growth YoY)
▪︎ First full year of trading for
$ETH ETFs
▪︎ BlackRock’s ETHA leads with ~$12.6B total inflows
▪︎ Short-term demand stalled in December, but structural adoption intact
Altcoin ETF expansion begins
▪︎ Spot Solana ETFs: ~$765M since October launch
▪︎ Litecoin, XRP, Solana ETFs approved in H2 2025
▪︎ Broader regulated access to majors beyond BTC & ETH
What changes in 2026
▪︎ SEC’s new generic listing standards = faster approvals
▪︎ Bitwise + Bloomberg expect 100+ crypto ETFs in 2026
▪︎ But many won’t survive → demand will concentrate, not spread evenly
Key takeaway
▪︎ Capital didn’t leave crypto — it rotated and consolidated
▪︎ BlackRock captured the lion’s share
▪︎ ETF demand slowed into year-end, but 2025 flows confirm crypto is now a permanent asset class on Wall Street
#BitcoinETF #EthereumETF #ArifAlpha