“After two weeks of heavy redemptions, US-listed spot Bitcoin ETFs turned positive again, led by Fidelity and Ark, even as global fund flows remain uneven.”, — write: www.coindesk.com
Bitcoin ETFs snapped a two-week streak of redemptions by the end of the day Tuesday US time, with early data showing a posting of $299.8 million in net inflows as investors rotated back into crypto-linked products.
Data from SoSoValue shows Fidelity’s FBTC brought in $165.9 million, while Ark 21Shares (ARKB) added $102.5 million, and Grayscale’s BTC saw $24.1 million with others not yet reporting by publication time.
The shift marks a notable contrast to last week’s data from CoinShares, which recorded $1.17 billion in outflows from digital asset investment products.
Bitcoin listed products in the US saw $932 million in redemptions, while Ether equivalents lost $438 million. By comparison, European markets continued to attract capital, with inflows of $41 million in Germany and $50 million in Switzerland, suggesting longer-term positioning outside the US
Altcoins, however, continue to buck the trend. Solana notched another $118 million in inflows last week, bringing its nine-week total to $2.1 billion, while HBAR and Hyperliquid posted smaller but steady gains, according to CoinShares’ data.
The pattern points to investors differentiating between core assets under macro pressure and emerging networks still seeing on-chain momentum.
Kraken’s global economist Thomas Perfumo said Bitcoin’s fundamentals remain intact despite near-term volatility.
“In approximately seven days, Bitcoin’s circulating supply will cross 19.95 million coins, 95% of its maximum supply of 21 million coins,” he wrote in a note given to CoinDesk. The milestone underscores Bitcoin’s programmable scarcity and its long-term role as a “credibly neutral, globally accessible store of value.”
While short-term price action continues to track US liquidity expectations, Perfumo added that Bitcoin’s hard-money design and growing adoption drive long-term value accrual.
Institutional investors appear to be reflecting that view: buying dips through ETFs, trimming exposure to high-beta assets, and maintaining allocations in what is increasingly seen as a structural portfolio asset rather than a speculative trade.
Market MovementBTC: Bitcoin rose 1.4% to around $103,000, recovering some of last week’s losses as ETF inflows and easing macro fears lifted sentiment.
ETH: Ethereum gained 2.1% to $3,424, outperforming Bitcoin as traders rotated into majors following two weeks of fund outflows.
Golden: Gold traded at $4,134.6, near record highs, as economist James Thorne warned the US has crossed a fiscal “Rubicon” that could trigger a “Bretton Woods 2.0” reset revaluing gold to manage debt, while Barrick Mining’s $1.3 billion quarterly profit and dividend hike underscored how surging bullion prices are transforming the global financial landscape.
Elsewhere in Crypto
- Ethereum Is ‘The Infrastructure’ for Wall Street, Says Former BlackRock Executive (CoinDesk)
- Taurus, Stellar tapped for tokenized clean energy financing pilot in Spain (The Block)
A deep dive into Zcash’s zero-knowledge architecture, shielded transaction growth, and its path to becoming encrypted Bitcoin at scale.
- Shielded adoption surgedwith 20–25% of circulating ZEC now held in encrypted addresses and 30% of transactions involving the shielded pool.
- The Zashi wallet made shielded transfers the default, pushing privacy from optional to standard practice.
- Project Tachyonled by Sean Bowe, aims to boost throughput to thousands of private transactions per second.
- Zcash surpassed Monero in market share, becoming the largest privacy-focused cryptocurrency by capitalization.
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With block rewards set to plunge, only miners with energy control or AI pivots are likely to survive, Thiel argues.
- Bitcoin mining faces tightening margins as rising competition and energy costs squeeze profitability, says MARA Holdings CEO.
- Smaller miners risk being pushed out as firms shift to AI and high-performance computing to stay afloat.
- The next bitcoin halving in 2028 could make current mining models unsustainable without a major price or fee increase.
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