Crypto Funds Surge 28% Year-to-Date Driven by Bitcoin’s 28% Gain

Last week, cryptocurrency-based investment products experienced a significant surge in inflows, totaling a net $3.7 billion. This marked the highest weekly fund inflow since December 2024’s $3.9 billion entry, according to a report by a digital asset management firm. Consequently, the total assets under management in cryptocurrency-based investment products surpassed $211 billion for the first time, indicating the thirteenth consecutive week of inflows. This surge was driven by Bitcoin’s price reaching new highs consistently.

Cryptocurrency-based investment products from the United States observed inflows of $3.7 billion throughout the week. Additional support came from Switzerland with $65.8 million and Canada with $17.1 million. Despite outflows from Germany, Sweden, and Brazil-focused cryptocurrency investment products, the overall positive trend remained unbroken.

Bitcoin-based investment products accounted for 73% of these fund inflows, attracting $2.7 billion and raising their total assets under management to $179.5 billion. U.S.-based spot Bitcoin ETFs were a significant contributor with a $2.72 billion stake, acting as a primary driver of this increase.

Ethereum-based investment products experienced a $990 million weekly inflow, marking the twelfth consecutive positive week. Over the last three months, the capital inflow reached 19.5% of managed assets, surpassing Bitcoin’s growth rate over the same period. New spot ETFs in the U.S. gathered $908.1 million, contributing to Ethereum’s robust performance.

For other cryptocurrency-based investment products, the scenario was mixed. Solana-focused funds attracted $92.6 million, yet XRP-focused products saw an outflow of $104 million. Meanwhile, altcoins such as SUI and Cardano received $3.5 million and $500,000, respectively, while Chainlink endured a $500,000 outflow. The investment choices underscore the continued dominance of Bitcoin and Ethereum in the market rally.

Crypto funds have experienced a significant surge in inflows, with a record $3.7 billion entering the market in a single week. This influx has pushed the total assets under management (AUM) across crypto funds to an unprecedented $211 billion, marking a substantial increase from the previous week's $19 billion. The surge in capital has been driven by a remarkable rally in Bitcoin, which has reached a new all-time high (ATH) of $122,600. This price point was achieved on July 14, 2025, and has captivated the cryptocurrency market with its unprecedented value.

The influx of capital has also pushed Bitcoin's market capitalization to approximately $2.38 trillion. This surge has liquidated over $1 billion in short positions, further solidifying Bitcoin's position as a dominant force in the digital currency landscape. The recent rally has been fueled by a mix of macroeconomic pressures, investor optimism, and increased institutional participation. The move caps a strong year-to-date performance for the world’s largest cryptocurrency, now up over 28% in 2025.

The latest breakout follows the U.S. President’s recent reveal of a 30% tariff on the EU and Mexico, igniting safe-haven demand and pushing capital into risk-tolerant assets like Bitcoin. Traders and analysts are now eyeing upcoming U.S. inflation data, which could either extend or momentarily pause the current rally. The recent consolidation, which allowed short-term technical indicators to reset, is now giving way to renewed upside momentum.

John Glover, CEO of a crypto financial services platform, remains bullish. In a market commentary, Glover stated that the end of the corrective wave and the continuation of the larger bullish wave have been confirmed. He revised his timeline for Bitcoin’s target, now expecting BTC to hit $136,000 by year-end, as opposed to early 2026. This target is supported by wave-based technical analysis and increasing market confidence.

The tariff reveal is part of a broader trade strategy that has led companies and investors to reconsider asset allocation. Crypto markets have reacted positively, with Bitcoin outperforming many traditional risk assets in recent days. All eyes are now on the upcoming U.S. Consumer Price Index (CPI) report. The June inflation data, expected this week, could sway expectations around future Federal Reserve interest rate cuts. Forecasts predict headline CPI to rise 0.25% month-over-month, equating to 2.6% year-over-year growth. Core CPI (excluding food and energy) is expected to rise 0.3% monthly, with a 3% annual gain. If inflation prints higher than expected, it could delay the Fed’s anticipated rate cuts, which may introduce short-term volatility into Bitcoin markets. However, analysts believe any downside could be limited.

Bitcoin’s price rally is also supported by billions in inflows into U.S. spot Bitcoin ETFs. Alongside this, major corporations, including publicly listed firms, have recently made significant BTC purchases for their treasuries. This influx of institutional interest is helping to solidify Bitcoin’s status as a mainstream asset class, reducing its previous reliance on speculative retail momentum. As regulatory clarity improves in the U.S., more institutions are expected to enter the market, adding further fuel to the ongoing rally.

From a technical perspective, Bitcoin’s breakout above $120,000 confirms a bullish continuation pattern. The recent dip to $96,000 in late June is now viewed as a healthy correction, setting the stage for the current leg higher. Macro conditions—such as trade tensions, elevated inflation risk, and monetary policy uncertainty—have created a perfect storm of demand for decentralized assets. This environment is increasingly favorable for Bitcoin to act as both a hedge and a growth vehicle.

With strong macro tailwinds, technical confirmation, and rising institutional demand, Bitcoin appears well-positioned to continue its upward trajectory. Analysts believe the next leg could take the price to $136,000 before 2026, potentially sooner if inflation remains in check and tariffs further destabilize fiat markets. For now, Bitcoin’s break above $120,000 represents more than a price milestone—it marks a shift in how the digital asset is viewed amid changing global financial dynamics.