A potential shutdown of the US government, coupled with a disappointing jobs report, has resulted in the highest weekly inflows into digital asset investment products ever recorded.
Per the latest report from CoinShares, crypto-related investment avenues welcomed $5.95 billion in inflows last week, elevating total assets under management (AUM) to a historic level of $245 billion.
This surge was not driven by retail enthusiasm or online speculation. Rather, it was a reaction to macroeconomic uncertainty arising from the government shutdown and disappointing employment figures.
Investors seemed to interpret these developments as cautionary signals regarding the nation’s fiscal stability and the Federal Reserve’s policy trajectory.
James Butterfill, CoinShares’ head of research, noted that the inflows are indicative of a delayed investor response to the Federal Open Market Committee’s recent rate cut and current government dynamics.
He stated:
“We think this is a delayed reaction to the FOMC’s interest rate cut, compounded by notably weak employment data, as shown by Wednesday’s ADP Payroll report, alongside concerns about US government stability after the shutdown.”
This situation led to a surge of capital seeking safety in assets viewed as both liquid and robust.
The CoinShares report implied that investors are increasingly regarding digital assets as not merely speculative but as instruments for hedging against macroeconomic turbulence and liquidity changes.
Bitcoin Experiences Record Inflows
As anticipated, Bitcoin captured the majority of last week’s inflows, amassing a historic $3.55 billion in new capital, marking its strongest week to date.
Interestingly, the 12 US-based Bitcoin ETF providers, including BlackRock, constituted about $3.2 billion of this total, marking their second-best weekly performance since their launch last year.
In contrast, short Bitcoin products saw no inflows for the week, suggesting a resurgence of investor confidence as prices near new highs. Bitcoin (BTC) price reached an unprecedented level of over $125,000 over the weekend.
This movement underscores Bitcoin’s critical position as the liquidity anchor in the market and a favored hedge during times of uncertainty.
Ethereum and Solana Post Significant Inflows
Ethereum also marked a significant turnaround during this period.
After several weeks of redemptions, the asset attracted $1.48 billion in new investments, bringing its year-to-date total to $13.7 billion—nearly tripling its entire inflow from last year.
Simultaneously, Solana-focused funds reached an all-time high of $706.5 million, elevating their total for 2025 to $2.85 billion, while XRP attracted $219.4 million, driven by anticipation of new spot investment offerings.
These inflows indicate that the crypto markets are now responding more to macro signals—such as liquidity trends, rate policies, and institutional sentiment—rather than merely to speculative hype.
