In the first week of August 2026, Wall Street demonstrated a strong recovery in its positions in cryptocurrency assets, recording the broadest positive weekly trend in inflows to exchange-traded funds (ETFs) in recent months. Bitcoin ETFs opened the trading session on Monday with an influx of $170.09 million and maintained this momentum throughout the five days, peaking on Wednesday at around $244.42 million. The total net receipts for the week amounted to an impressive $853.54 million, which was a sharp contrast from the previous week, when the market recorded capital outflows. The absolute leader of this rally was the IBIT fund from BlackRock, which attracted 693.5 million dollars, capturing more than 80% of the total weekly inflow. Significant funds also went to Fidelity funds ($116.5 million), ARK 21Shares ($50.8 million) and Bitwise ($25.9 million). Despite the overall positive trend, individual players such as VanEck and Invesco recorded moderate outflows of $53.6 million and $12.7 million, respectively, which, however, could not reverse the overall bullish dynamics of the segment.

In parallel with bitcoin, the ether (Ethereum) ETF market also demonstrated an impressive recovery, starting the week with a small outflow of $ 11.42 million on Monday, but then turning towards steady growth. Buyers seized the initiative, securing inflows of $53.75 million on Tuesday, $60.86 million on Wednesday, and peaking at $92.15 million on Thursday. As a result, the weekly net inflow into ether funds amounted to about 245 million dollars. BlackRock has once again confirmed its dominant status by accumulating approximately $212 million, which is about 87% of the total funds raised in this category. Against the background of the stabilization of interest in large cryptocurrencies, small altcoin ETFs also ended the week with a moderate but positive result. XRP-linked products showed a net inflow of about $1 million after volatile fluctuations during the week. ETFs on Solana recorded a profit of $144,930 thanks to Tuesday's inflows, and the HYPE fund showed a significant trend reversal, raising $2.84 million after three consecutive weeks of capital outflows, indicating a gradual return of risk appetite in niche market segments.

This consolidated purchase by institutional investors took place against the backdrop of a difficult and contradictory macroeconomic environment in the United States. On the one hand, Federal Reserve Governor Lisa Cook said on Wednesday that inflation remains "too high," citing a 3.7% year-on-year increase in the personal consumption expenditures (PCE) price index and expressed willingness to support interest rate hikes in the absence of progress in price restraint. On the other hand, the market received weaker signals from the real economy on Friday: according to the Bureau of Labor Statistics, the number of jobs in the United States fell by 23,000 in July, and the unemployment rate was 4.1%. Despite these macroeconomic contradictions and the risks of tightening monetary policy, the signals from the ETF departments were unusually consistent by the time trading closed on Friday. Large investors continue to strategically increase the share of digital assets in their portfolios, and BlackRock remains the undisputed center and main driver of this sustained institutional demand.

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The material has been prepared solely for informational purposes and does not constitute financial advice or recommendation.