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CoinShares says 'post-US election honeymoon is over' as macro and monetary policy weigh heavy on crypto fund flows

theblock.co 1 days ago

Global crypto funds run by asset managers like BlackRock and Fidelity registered modest net inflows of $48 million last week as macroeconomic factors impacted the market, according to CoinShares.

While the week began positively with nearly $1 billion in global crypto investment products, new macroeconomic data and Federal Open Market Committee meeting minutes hinted at a stronger U.S. economy with a more hawkish Federal Reserve, leading to outflows of $940 million in the latter half, noted CoinShares Head of Research James Butterfill.

Butterfill said, “This suggests that the post-US election honeymoon is over, and macroeconomic data is once again a key driver of asset prices.”

Bitcoin and Ether’s Mixed Fortunes

Bitcoin-based investment products led last week’s net inflows globally with an addition of $214 million, though they also suffered the largest net outflows later on. Despite this, they remain the best-performing crypto funds this year, totaling $799 million in net inflows.

U.S. spot Bitcoin exchange-traded funds accounted for $312.8 million of the overall net inflows, although U.S. markets were closed on Thursday for a national day of mourning for former President Jimmy Carter.

In contrast, Ethereum-based funds faced significant net outflows, totaling $256 million, which Butterfill attributed to a broader tech sell-off, as reflected by the Nasdaq 100’s 3.5% decline during that time. U.S. spot Ethereum ETFs accounted for $186 million of last week’s outflows.

On a positive note, XRP-based products generated $41 million in net inflows last week due to optimism surrounding the upcoming Securities and Exchange Commission appeal deadline in the Ripple case. Solana-based funds also reported net inflows of $15 million.

Despite poor overall price performance, other altcoin products, including Aave, Stellar, and Polkadot, also noted net inflows.

Over the past week, Bitcoin fell by 7.8% and currently trades at $90,897, while Ether decreased by 14.8% to $3,063. The GMCI 30 index, which comprises the top 30 cryptocurrencies, is down by 12.5% to 176.64.




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