Assets under management in crypto investment funds have climbed to $155 billion, marking their highest level since February 1, but still falling short of the $263 billion peak seen in October 2025. The rebound is being driven largely by institutional inflows, which are outpacing retail participation and reinforcing bitcoin’s gradual upward move.

CoinShares reported that digital asset investment products attracted $1.2 billion in inflows last week, extending the streak to four consecutive weeks. Bitcoin dominated, pulling in $933 million and lifting its year-to-date total to $4 billion. Ether also maintained strong demand, recording $192 million in inflows for a third straight week.

Meanwhile, blockchain equity ETFs are emerging as a notable trend. These funds, which invest in listed companies tied to crypto infrastructure—such as miners, exchanges, and semiconductor firms—have seen $617 million in inflows over the past three weeks, including a record weekly figure. CoinShares analyst James Butterfill pointed to this as a surge in demand for indirect exposure, particularly from investors who cannot or prefer not to hold spot bitcoin.

In price action, bitcoin briefly touched $79,399 overnight, its highest level since January 31, before retreating to around $77,705. The $80,000 level remains a key battleground, as it represents the breakeven zone for many investors who entered positions earlier this year and held through the recent geopolitical-driven correction.

The days ahead will test whether sustained institutional demand can absorb selling pressure near current levels, or if repeated rejections around $79,000 signal a consolidation phase rather than a breakout.

Macro developments could also influence direction. Earnings from major technology companies—including Alphabet, Microsoft, Amazon, Meta, and Apple—make up a substantial portion of the S&P 500 and are expected to shape broader market sentiment. Strong results could extend the run of crypto inflows and provide bitcoin with the catalyst needed to break above $80,000, while disappointing earnings could pressure both equities and digital assets.