TL:DR:
- US spot Ether ETFs drew $84.6M Monday, snapping seven-day outflows after $700M left last week; cumulative net inflows sit near $12.5B.
- XRP products took in $43.9M, best since early December; they have had no net outflow days since launch and exceed $1.1B cumulative.
- Solana inflows reached about $750M and Chainlink about $58M; Dogecoin traded $67K. Crypto ETPs shed $952M, per CoinShares, amid Clarity Act delays and large-holder selling.
US spot Ether exchange-traded funds swung back to net inflows on Monday, recording $84.6 million and snapping a seven-day outflow streak in one of this month’s biggest one-day reversals. In the same session, XRP exchange-traded products posted $43.9 million of net inflows, their strongest daily result since early December, extending a streak with no net outflow days since launch. Taken together, the tape is sending mixed signals: Ethereum demand is stabilizing after heavy redemptions, while XRP is drawing steady allocation. ETF flows are diverging across altcoins, and desks are now watching whether this is a one-day bounce or the start of a more durable rotation in regulated products for institutions and wealth platforms. That setup leaves desks balancing optimism and caution now.
Divergence deepens across altcoin ETF flows
The Ether reversal followed more than $700 million of net outflows from US spot Ether products last week, highlighting a pause in selling pressure after a heavy reset. Using SoSoValue figures cited in the report, Monday’s rebound lifted cumulative net inflows in spot Ether ETFs to about $12.5 billion amid December volatility for allocators in particular. XRP’s pattern looks different: cumulative net inflows now exceed $1.1 billion, and the products have not logged a single net outflow day since launch. While XRP ETF volumes remain modest compared with Ether, the consistency suggests early allocators are gradually building exposure rather than rotating in and out. XRP demand looks sticky while Ether selling pauses, reinforcing the view that flows are being used for positioning, not simply short-term trading.
Beyond Ether and XRP, flows diverge. Solana ETFs lifted cumulative inflows to about $750 million and have had only three outflow days since launch; after a net negative day on Dec. 3, flows turned positive. Chainlink products added nearly $2 million on Monday, bringing cumulative net inflows to about $58 million; several flat days implied muted churn. Dogecoin ETFs kept cooling, with cumulative net inflow stuck at $2 million and total value traded falling to $67,000 on Monday. Meanwhile, global crypto ETPs recorded roughly $952 million of net outflows last week, driven mainly by spot Bitcoin and Ether funds; CoinShares tied the pullback to delays in the Digital Asset Market Clarity Act and selling from large holders. Smaller funds cannot offset the broader outflow tide.
