Digital asset investment products pulled in a surprisingly robust $2.17 billion in net inflows last week, the biggest weekly total since October 10, 2025, even as investor mood soured at the tail end of the period amid fresh geopolitical and policy jitters. CoinShares’ weekly flows report says the surge was front-loaded, with sentiment flipping on Friday when $378 million rushed out of funds after diplomatic tensions over Greenland and renewed tariff threats rattled markets.

The lion’s share of new money landed in Bitcoin, which led asset-level flows with $1.55 billion, while Ethereum and Solana also enjoyed continued buying ($496 million and $45.5 million, respectively). A wide cross-section of altcoins recorded inflows too, most notably XRP ($69.5 million), Sui ($5.7 million), Lido ($3.7 million) and Hedera ($2.6 million), illustrating that investors were not only piling into the largest tokens but also scouring the market for selective altcoin exposure. Blockchain equities rounded out the appetite for the space, attracting $72.6 million in fresh capital last week.

That buying appetite, however, met a reality check as headlines turned hawkish. Markets were hit by a spike in geopolitical risk tied to talk of tariffs and the diplomatic strain surrounding Greenland, a development that pushed risk assets lower and sent some cash back to safety on Friday. Mainstream markets and precious metals reacted in kind, showing how macro headlines can rapidly reverse flows in the relatively sentiment-driven crypto market.

Price action this morning reflected that wariness. Bitcoin traded near the low $93,000s, roughly in line with the late-week pullback, while Ethereum hovered around the low $3,200s and Solana changed hands around $130, moves that echo the pattern of strong early-week buying followed by profit-taking when geopolitical noise spiked. XRP, which saw meaningful fund inflows last week, was trading close to $2.00 as investors weighed the token’s on-chain activity against broader market pressure.

Investors also appeared to be parsing regulatory risk. CoinShares noted that proposals in the US Senate Banking Committee’s CLARITY Act could limit stablecoin yield offerings, a development that might cool certain yield-seeking flows even as spot and ETP demand remains healthy. Despite that, the data shows a willingness among institutional and retail allocators to re-enter crypto exposure, at least so long as the macro backdrop doesn’t deteriorate further.

The takeaway is a cautious one. Last week’s headline-driven volatility demonstrates the sector’s sensitivity to global political and policy events, yet the significant inflows and breadth of assets receiving capital suggest a resilient, if risk-aware, investor base. If geopolitical headlines continue to escalate, expect flows to oscillate quickly; if they settle, the sizable pool of new capital could reinforce the market’s recent recovery.

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