Last week, the net inflow of crypto assets was $2.17 billion, reaching a three-month high. Has the market sentiment changed?

Last week, Bitcoin firmly maintained its position at the top of inflows, attracting $1.55 billion in funds. However, Ethereum was not far behind, drawing in $496 million from institutional investors.

Even blockchain stocks became a sought-after target, with weekly capital inflows reaching $72.6 million.

01 Weekly Surge

The digital asset market has just experienced a landmark moment. According to the latest weekly report from Europe’s well-known digital asset management firm CoinShares, in the week ending January 17, digital asset investment products saw a net inflow of $2.17 billion.

This figure broke the record for the highest weekly inflow since October 10, 2025.

Data reveals a clear stratification phenomenon. In this feast of funds, Bitcoin remains the king, attracting $1.55 billion in inflows, accounting for over 70% of total inflows. Global investors seem to regard Bitcoin as the core allocation in the digital asset space.

Ethereum followed closely with $496 million in inflows, while Solana performed well, recording $45.5 million in inflows. Blockchain-related stocks also performed strongly, with weekly inflows reaching $72.6 million.

02 Regional Distribution

Capital inflows show a clear regional concentration. The US market once again demonstrated its dominance in the global digital asset space, leading with $2.05 billion in inflows.

The European market showed steady institutional progress. Germany and Switzerland followed with $63.9 million and $41.6 million in inflows respectively, while Canada and the Netherlands recorded inflows of $12.3 million and $6 million.

Acceptance of digital assets is increasing among major global economies. European countries have relatively clear regulatory frameworks, providing a predictable policy environment for institutional funds.

CoinShares research director James Butterfill pointed out that despite a market sentiment shift last Friday, overall, the digital asset market still maintained a positive capital inflow trend.

03 Market Under Currents

Capital inflows were not smooth sailing. Market sentiment experienced a noticeable divergence earlier last week.

Earlier in the week, inflows were strong, but on Friday, sentiment turned negative due to escalating diplomatic tensions in Greenland and threats of additional tariffs, resulting in a $378 million outflow that day.

Macroeconomic policy also brought uncertainty. There are reports that Kevin Hasset, a leading candidate for the next Federal Reserve Chair and a well-known dovish figure, may remain in his current position. This further heightened market expectations of future monetary policy directions.

Policy makers and investors are closely watching new developments in stablecoin regulation. The draft of the CLARITY Act proposed by the US Senate Banking Committee could restrict yield offerings from stablecoins.

04 Emerging Forces

Notably, aside from Bitcoin and Ethereum, other digital assets also demonstrated strong appeal. Solana attracted $45.5 million in inflows, XRP drew in $69.5 million, and assets like Sui, Lido, and Hedera each received several million dollars in capital.

Institutional investors are no longer limited to mainstream digital assets but are beginning to diversify across various segments. Capital flows are spreading across more niche sectors, indicating that the digital asset ecosystem is maturing and becoming more diversified.

This broad distribution of funds provides a more solid foundation for the market. Even if certain asset classes experience adjustments, the overall capital structure remains resilient.

05 Cutting-Edge Intelligence

In this feast of capital, technological innovation is reshaping investment experiences at an unprecedented pace. Gate has become the latest cryptocurrency exchange to integrate AI market intelligence.

The newly launched GateAI tool can consolidate market information based on existing data and proactively flag uncertainties when conclusions cannot be verified, helping investors make more informed decisions.

The combination of AI and blockchain is transforming digital asset management. Smart contracts automate processes like payments and trading, making commercial transactions faster and reducing human errors.

Gate is expanding its ecosystem through its Gate Layer high-performance layer-2 network, integrating the GT token as an exclusive fuel token into products like Gate Perp DEX and Gate Fun.

Gate’s reserve proof shows a reserve ratio of 125%, with total assets reaching $9.48 billion, Bitcoin coverage at 140.69%, providing users with a solid security foundation.

06 Value Rebuilding

Digital assets are moving from the periphery toward the mainstream. Global regulatory frameworks are becoming clearer. The EU’s MiCA framework has established unified rules for all member states, and the US is also working to develop a clear digital asset regulatory framework.

Asset tokenization is changing investment methods, transforming traditional assets like US Treasuries into digital tokens, allowing investors to easily trade fractional shares of assets.

Artificial intelligence and blockchain analytics are elevating digital asset management to new heights. AI helps predict market trends and identify risks early, while blockchain technology ensures transparency and security of transaction records.

As large corporations, banks, and funds accelerate their entry into digital assets, a more mature and stable market structure is forming. Bitcoin spot ETPs have attracted significant capital, demonstrating institutional trust.

Future Outlook

As of last week, the US remains the dominant market for digital asset investment, contributing over $2.05 billion in inflows.

Professional investors are optimizing their allocation strategies, while innovators like Gate are integrating AI intelligent analysis tools to help users better penetrate market uncertainties. The market landscape has already changed, and the tide is just beginning to surge.