CoinShares has released its new institutional cryptocurrency report. This report is very useful to understand how the past week was on the institutional investor side. It contains important details. We will also cover what the expectation is for US markets and crypto today.
Institutional Cryptocurrency Report
The sell-offs were inevitable as the Fed displayed a more hawkish outlook (Warsh’s election greatly increased hawkish expectations for the future due to his opposition to QE) and the data (especially employment and PPI) supported this. Since their peak in October 2025, crypto funds’ total assets (from AuM) have decreased significantly. Weekly outflows are at the level of 1.7 billion dollars. exits, BTC ($1.32 billion) and ETH ($308 million).
Last week’s outflows have now turned 2026 into a net outflow year with $1 billion in net inflows. Short Bitcoin and Hype products have attracted significant investment, leveraging defensive positioning and tokenized precious metal activity respectively.
“The outflows showed a significant deterioration in investor confidence in this asset class. We believe this reflects a combination of factors, including the appointment of a more hawkish US Federal Reserve Governor, the continuation of the big whale sell-off associated with the four-year cycle, and increased geopolitical volatility.”
Regionally, while 1.65 billion outflows were seen in the USA, a similar negative atmosphere prevailed in Canada and Sweden, with outflows of 37.3 million and 18.9 million dollars respectively. “There have been small-scale introductions in Switzerland and Germany.”
XRP And solana while experiencing an outflow of 43.7 million and 31.7 million dollars, respectively. Short Bitcoin products experienced an inflow of 14.5 million dollars. This year, BTC short selling products grew by 8 percent. HYPE It attracted $15.5 million in entries. This was fueled by both the social media war launched against the Binance exchange and the fact that precious metal parities brought good income to Hyperliquid.
USA and Crypto Markets
S&P 500 futures continue to lose for the fourth day. While stocks are falling, BTC continues to remain below $78,000. of S&P 500 While it was expected to open with a decrease of 0.6%, Nasdaq 100 contracts decreased by 0.9%. The selling was more severe in Asia, with South Korea’s Kospi index, the AI index’s benchmark, falling 5.3%. Europe is relatively calm.
Trump’s His talk about talks with Iran on Sunday caused a 5% drop in Brent oil. Even though Gold and Silver have recovered somewhat, cryptocurrencies continue to follow stocks. At 8:30 p.m., the Fed’s Bostic will speak in a moderated discussion with Dennis Lockhart, former president of the Federal Reserve Bank of Atlanta.
Trump is expected to attend the signing ceremony at 23:30.
