# Flows Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Flows", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Stablecoin market expands, but USDT’s weakness reflects cautious positioning

Stablecoin market capitalization has grown by nearly $7 billion, approaching its all-time high. However, Tether (USDT) is underperforming compared to rivals like USDC and SkyDollar, with only a 0.2% monthly change. This suggests cautious trader sentiment and weaker participation, as USDT remains $3 billion below its December peak. The outflows align with Bitcoin's market top near $97k in January, indicating profit-taking and risk-off behavior. Despite this, USDT remains the dominant stablecoin, and its upcoming product launches could revive flows. Monitoring USDT liquidity is crucial for gauging broader market trends and potential Bitcoin price movements.

ambcrypto03/29 07:18

Stablecoin market expands, but USDT’s weakness reflects cautious positioning

ambcrypto03/29 07:18

Bitcoin ETFs Near YTD Flow Recovery Despite 40% Price Drop

US spot Bitcoin ETFs are nearing a complete recovery of their year-to-date outflows, despite Bitcoin's price declining by approximately 40% over the past six months. According to analyst Eric Balchunas, these ETFs have seen a significant influx of $2.59 billion in the past month alone, reducing the net YTD deficit to around -$140 million. BlackRock’s IBIT has been a major driver, attracting $2.23 billion in the last month and ranking in the top 2% of all ETFs by flows. While funds like Fidelity’s FBTC and Grayscale’s GBTC remain negative YTD, the broader market shows resilience with several mid-tier and smaller ETFs contributing positively. Balchunas highlighted this as unusual compared to historical asset class behavior, noting that Bitcoin ETF investors have displayed higher tolerance for drawdowns than those in gold during a similar stress period. At the time of reporting, Bitcoin traded at $71,322.

bitcoinist03/25 20:01

Bitcoin ETFs Near YTD Flow Recovery Despite 40% Price Drop

bitcoinist03/25 20:01

Stablecoin usage up 600% – Is USDC taking the lead from USDT?

Stablecoin usage on the Ethereum network has grown significantly, with active addresses surging 600% from March 2025 to March 2026, indicating deeper integration beyond speculative trading into payments and cross-border transactions. A notable shift in market preference shows USD Coin (USDC) leading with a $4.5 billion supply increase, while Tether (USDT) experienced a $2 billion contraction, reflecting a move toward perceived regulatory clarity. Despite a slight decline in exchange reserves and net outflows of $485 million, the capital is being parked rather than fully exiting, reducing immediate sell pressure and supporting short-term market stability. Overall, stablecoin liquidity is consolidating rather than expanding, with total supply at $316.45 billion.

ambcrypto03/23 07:20

Stablecoin usage up 600% – Is USDC taking the lead from USDT?

ambcrypto03/23 07:20

Grayscale files for HYPE ETF as Hyperliquid gains traction despite mixed ETF flows

Grayscale has filed an S-1 form with the SEC for a proposed HYPE ETF, an early step toward launching an exchange-traded product tied to the Hyperliquid trading network's native asset. This move signals a strategic institutional shift toward DeFi infrastructure. The filing follows Hyperliquid's growth, including new S&P 500 perpetual contracts and rising TVL. HYPE's price surged from below $30 in early March to nearly $40, reflecting growing interest. However, broader crypto ETF flows are mixed, with recent daily outflows of $225.8 million, suggesting capital may be rotating into new narratives rather than exiting the market entirely.

ambcrypto03/20 23:02

Grayscale files for HYPE ETF as Hyperliquid gains traction despite mixed ETF flows

ambcrypto03/20 23:02

Bitcoin and Gold Diverge as Iran Conflict Shifts ETF Flows

According to a JPMorgan investor note, the traditional correlation between Bitcoin and gold has significantly broken down due to the Iran conflict, with the two safe-haven assets moving in opposite directions. While geopolitical instability typically drives unified flows into havens, capital is now shifting toward Bitcoin. Since February 27, major gold ETFs have seen outflows of about 2.7% of assets under management. In contrast, BlackRock’s iShares Bitcoin Trust (IBIT) recorded inflows of approximately 1.5% in the same period. This reversal indicates growing institutional preference for Bitcoin ETFs over gold, despite crypto's higher volatility. JPMorgan also noted rising short interest in IBIT amid the conflict, even as ETF inflows continue.

TheNewsCrypto03/13 12:59

Bitcoin and Gold Diverge as Iran Conflict Shifts ETF Flows

TheNewsCrypto03/13 12:59

XRP ETFs See Goldman Sachs Emerge As Top Institutional Holder

Goldman Sachs was the largest disclosed institutional holder of spot XRP ETFs as of December 31, 2025, with $153.8 million in exposure. Despite a sharp post-launch price decline, XRP ETFs attracted $1.4 billion in cumulative inflows, demonstrating notable resilience. Data shows these ETFs are heavily driven by retail demand, with only 15.9% of assets under management tied to institutional 13F filings—significantly lower than Bitcoin, Ethereum, and Solana ETFs. Other major disclosed holders include Millennium Management, Citadel Advisors, and Jain Global. At the time of reporting, XRP traded at $1.38.

bitcoinist03/11 16:02

XRP ETFs See Goldman Sachs Emerge As Top Institutional Holder

bitcoinist03/11 16:02

Solana ETFs Are Beating Bitcoin On Relative Flows Despite SOL Crash

Despite a 57% crash in SOL's price since their July launch, spot Solana ETFs have attracted approximately $1.45 billion in inflows. Bloomberg analyst Eric Balchunas called this a case of extremely unlucky timing but highlighted the resilience of these flows as a key positive signal. He noted that 50% of the assets come from serious institutional investors (13F filers), indicating a high-quality demand base. Balchunas made a striking comparison: when adjusted for market cap, these inflows are equivalent to $54 billion for Bitcoin—double what Bitcoin ETFs saw at a similar stage, even though Bitcoin's price was rising at that time. This suggests exceptionally strong relative demand for Solana products. While Bitcoin ETFs still dominate in absolute size with nearly $94.6 billion in assets, the persistent inflows into Solana ETFs during a severe price decline point to "sticky" institutional capital rather than short-term speculation. The analyst also cautioned against drawing broad conclusions from short-term price action, a point applicable to both Bitcoin and Solana. At the time of writing, SOL traded at $87.26.

bitcoinist03/06 20:02

Solana ETFs Are Beating Bitcoin On Relative Flows Despite SOL Crash

bitcoinist03/06 20:02

Strategy Watch: February

Glassnode launches Strategy Watch, a monthly newsletter analyzing fund performance and allocation trends in digital assets. The February 2026 edition reports a sharp negative shift in capital flows for Bitcoin, Ethereum, and stablecoins since late October 2025, signaling weakening institutional demand and a defensive market regime. ETF and Digital Asset Trust (DAT) net flows have also softened, indicating slowing institutional interest. Additionally, Ethereum's DeFi Total Value Locked (TVL) has been declining since August 2025, reflecting reduced conviction in DeFi yields. The CME basis yield for both Bitcoin and Ethereum has compressed significantly, suggesting a pullback in institutional leverage and market-neutral strategies.

insights.glassnode03/03 15:24

Strategy Watch: February

insights.glassnode03/03 15:24

While Bitcoin ETFs bled, Solana and XRP won the week – Here’s the data!

The final week of February 2026 saw crypto markets under pressure due to geopolitical tensions. Bitcoin ETFs showed mixed signals, starting with a significant $203.8 million outflow, including a major exit from BlackRock's IBIT. However, sentiment reversed mid-week with $1.1 billion in inflows before slowing again. Ethereum ETFs mirrored this volatility, with outflows followed by inflows, but ended the week showing hesitation. In contrast, Solana ETFs recorded five consecutive days of steady inflows, including a notable $30.9 million on February 25th. XRP ETFs also showed resilience with four days of consistent inflows, totaling over $9.5 million. Despite overall market fear, the data indicates a strategic shift where investors are diversifying into altcoin ETFs like Solana and XRP, moving beyond just Bitcoin and Ethereum.

ambcrypto03/01 09:02

While Bitcoin ETFs bled, Solana and XRP won the week – Here’s the data!

ambcrypto03/01 09:02

XRP Has Toppled Ethereum In This Category And Is Now Gunning For Bitcoin

XRP has surpassed Ethereum to become the second most discussed cryptocurrency among institutional investors, trailing only Bitcoin, according to Grayscale's Head of Research. This heightened interest is reflected in significant inflows into XRP ETFs, which have accumulated over $1 billion in net assets. Despite a broader market downturn, these funds saw $46.69 million in net inflows this month, while Bitcoin and Ethereum ETFs experienced outflows. Major firms like Goldman Sachs have invested in XRP ETFs. Analysts attribute this demand to anticipation of regulatory clarity, potentially from the upcoming CLARITY Act. Year-to-date, XRP funds lead with $148 million in inflows, outperforming Bitcoin, Ethereum, and Solana. XRP's price is currently around $1.47.

bitcoinist02/18 22:02

XRP Has Toppled Ethereum In This Category And Is Now Gunning For Bitcoin

bitcoinist02/18 22:02

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