According to @EricBalchunas, despite industry outflows, rising markets and select bright spots are supporting mutual funds, source: @EricBalchunas on X, Jan 8, 2026. He highlighted a 2026 Mutual Fund Outlook webinar on Jan 20 at 10am ET that will cover the pace of ETF share-class adoption, potential consolidation among firms, and the rise of semi-liquid funds, source: @EricBalchunas and @DavidCohne posts on X and the bloomberg.zoom.us webinar registration page. Traders can attend the Jan 20 session to gather actionable detail on these structural themes shaping fund products and flows in 2026, source: bloomberg.zoom.us webinar registration page shared by @EricBalchunas on X, Jan 8, 2026.

According to Eric Balchunas, only 50% of 2025 ETF net inflows went into funds charging 10 bps or less, the lowest share in years, source: Eric Balchunas Jan 7 2026. He said this is not due to investors leaving ultra cheap funds, since the 50% slice still totaled about 750 billion dollars of flows, source: Eric Balchunas Jan 7 2026. He attributed the shift to an expanding ETF universe that includes legacy active strategies, buffer ETFs, hot sauce products, and BYOA, source: Eric Balchunas Jan 7 2026. He added that this is welcome news for asset managers after a period when cheap beta seemed poised to take everything, source: Eric Balchunas Jan 7 2026.

According to @EricBalchunas, U.S. ETFs took in $7.1 billion on January 2, and at that daily pace would annualize to about $1.8 trillion in 2026 flows (source: @EricBalchunas). He said VOO led inflows, with SGOV also among the top intake funds (source: @EricBalchunas). He added IBIT ranked #10 with $287 million of inflows, putting a crypto-linked ETF in the day’s top cohort (source: @EricBalchunas). Balchunas noted the pattern looks very similar to last year and emphasized that while it’s early/noisy, narratives can get set early in a new calendar year (source: @EricBalchunas).

According to @FarsideUK, Grayscale’s Ethereum ETF ETHE recorded US$0 million net flow on Dec 29, 2025, as shown on Farside Investors’ Ethereum ETF flow tracker and their Dec 29 update; full dataset and disclaimers are available at farside.co.uk/eth. Source: Farside Investors, farside.co.uk/eth, twitter.com/FarsideUK/status/2005780157538181628. A zero net flow reading on the Farside tracker indicates no net creations or redemptions were recorded for ETHE that day, offering a flat ETF-driven signal from this product for that session. Source: Farside Investors, farside.co.uk/eth.

According to @KobeissiLetter, US equities posted $5.1 billion of outflows last week, accelerating from $3.6 billion the prior week, which they frame as year-end profit-taking setting up for a stronger New Year; this was the 10th week of net selling in the last 14, highlighting persistent risk-off flow pressure. Source: @KobeissiLetter on X, Dec 26, 2025. According to @KobeissiLetter, single stocks drove the outflows, underscoring that selling pressure was concentrated at the individual name level rather than broad baskets. Source: @KobeissiLetter on X, Dec 26, 2025. For crypto traders, historical evidence shows stock selloffs often coincide with stronger stock-crypto co-movement and elevated BTC and ETH volatility, making equity flow data a relevant cross-asset signal. Source: IMF Global Financial Stability Report 2022; BIS Bulletin 2022.

According to The Kobeissi Letter, US-listed ETFs have recorded $1.4 trillion in net inflows so far in 2025, setting a new record. Source: The Kobeissi Letter. This already exceeds the previous full-year record by $300 billion and is more than double the 2023 total. Source: The Kobeissi Letter. ETF trading volume is up, per the same update. Source: The Kobeissi Letter. The source did not provide a breakdown by category, including crypto ETFs, so no crypto-specific impact can be quantified from this data. Source: The Kobeissi Letter.

According to @EricBalchunas, $XOVR saw a record $258 million daily inflow, ranking #18 among all ETFs for the day (source: @EricBalchunas). According to @EricBalchunas, cumulative net inflows reached about $900 million over the past two weeks, placing it in the top 2% of ETFs by flows (source: @EricBalchunas). According to @EricBalchunas, the fund’s SpaceX allocation is approximately 3%, which he highlights in the context of the recent inflow momentum (source: @EricBalchunas).

According to @FarsideUK, the Bitwise US spot Bitcoin ETF recorded a $44.3 million net outflow in the latest daily flow update (source: farside.co.uk/btc). According to @FarsideUK, 10% of profits from this Bitwise product are allocated to Bitcoin developers (source: farside.co.uk/btc). According to @FarsideUK, full fund-by-fund data and disclaimers are available on the Farside Bitcoin ETF flow tracker (source: farside.co.uk/btc).

According to CoinMarketCap, crypto investment products recorded USD 1.94 billion in net outflows last week, with cumulative outflows over the past four weeks at USD 4.9 billion (source: CoinMarketCap). CoinMarketCap also reported that XRP-focused funds bucked the trend with USD 89.3 million in net inflows during the period (source: CoinMarketCap).

According to The Kobeissi Letter, US equity fund inflows have averaged about $70 billion in December over the last 10 years excluding election years, the highest among all months and more than double the average in October and November, indicating a strong seasonal allocation pattern into year-end risk assets in equities, source: The Kobeissi Letter. For traders, this points to historically supportive liquidity and flow seasonality into December for US stocks that may inform positioning and timing around month-end and year-end rebalancing, source: The Kobeissi Letter. The source does not provide crypto-specific data or correlation analysis, so any BTC or ETH implications are not stated by the source, source: The Kobeissi Letter.

According to @FarsideUK, BlackRock’s Ethereum ETF recorded a net outflow of 91 million US dollars on Nov 13, 2025, based on Farside Investors’ Ethereum ETF flow dashboard (source: farside.co.uk/eth/ and @FarsideUK post). The update specifies USD-denominated daily flows and directs users to Farside’s page for the full dataset and disclaimers (source: farside.co.uk/eth/ and @FarsideUK post).

According to @CoinMarketCap, US spot Solana ETFs recorded a 10th consecutive day of net inflows, with $6.8 million for the day and $342.5 million cumulative since launch as of Nov 11, 2025, source: @CoinMarketCap.

According to Farside Investors, Grayscale's ETHE posted a daily net outflow of 33.5 million US dollars on Oct 22, 2025, based on its Ethereum ETF Daily Flow tracker (source: Farside Investors, farside.co.uk/eth). According to Farside Investors, the negative figure denotes an outflow day for ETHE as shown on its ETH ETF flow page (source: Farside Investors, farside.co.uk/eth). According to Farside Investors, data details and disclaimers for these Ethereum ETF flows are available on its ETH page for traders monitoring fund flow trends (source: Farside Investors, farside.co.uk/eth).

According to @FarsideUK, Fidelity’s U.S. Bitcoin ETF recorded a daily flow of US$34.1 million, as shown on Farside Investors’ Bitcoin ETF flow tracker, source: Farside Investors — farside.co.uk/btc. According to @FarsideUK, the full dataset and disclaimers are available at farside.co.uk/btc, source: Farside Investors.

According to the source, US spot ETH ETFs saw approximately USD 175 million in net outflows while US spot BTC ETFs saw about USD 4.5 million in net outflows on Oct 11, 2025, source: user-provided X post. Traders typically validate daily ETF flow figures with independent trackers such as Farside Investors and SoSoValue before acting, source: Farside Investors; SoSoValue. A larger outflow in ETH than BTC often aligns with short-term ETH/BTC relative weakness because ETF redemptions can transmit sell pressure to the underlying via the creation and redemption mechanism, source: SEC Investor Bulletin on ETFs; iShares ETF prospectus. Focus on ETH/BTC cross performance, ETH futures funding and basis, and US ETF issuer flow updates into the close for confirmation, source: exchange market data; issuer flow reports.

According to Farside Investors (@FarsideUK), Grayscale ETHE recorded $0 million net flow on Oct 3, 2025, as reported on its Ethereum ETF Daily Flow page at farside.co.uk/eth and in the post at twitter.com/FarsideUK/status/1974244701965304255. According to Farside Investors, the dashboard tracks daily US dollar net creations and redemptions for Ethereum exchange-traded products, so a $0 million figure denotes no reported net primary flow for ETHE that day, source farside.co.uk/eth.

According to @EricBalchunas, VOO will still see inflows. Source: Eric Balchunas on X, Sep 29, 2025. The post offers no additional data or metrics beyond the expectation of continued inflows, indicating a sentiment-based view rather than a quantified flow estimate. Source: Eric Balchunas on X, Sep 29, 2025. No specific crypto market implications were mentioned in the source. Source: Eric Balchunas on X, Sep 29, 2025.

According to @FarsideUK, Grayscale’s ETHE recorded a net daily flow of USD 0 million on Sep 9, 2025, based on the Ethereum ETF flow tracker; source: Farside Investors, https://farside.co.uk/eth/ and https://twitter.com/FarsideUK/status/1965531339282657742. According to @FarsideUK, the listing explicitly reports ETHE (Grayscale) at 0 million for the day in USD terms, indicating no net inflow or outflow was reported by the tracker for that session; source: Farside Investors, https://farside.co.uk/eth/ and https://twitter.com/FarsideUK/status/1965531339282657742. According to @FarsideUK, traders can reference the full dataset, methodology, and disclaimers on the Farside Ethereum ETF flows page for verification and ongoing monitoring; source: Farside Investors, https://farside.co.uk/eth/.

According to Matt Hougan, Ethereum (ETH) has not experienced the same institutional tailwinds as other digital assets recently. The launch of Ethereum Exchange-Traded Products (ETPs) in July 2024 was met with a tepid market response, as noted by Hougan. Data through May 15, 2025, shows that these ETH ETPs attracted approximately $2.5 billion in inflows, which resulted in the purchase of only 660,000 ETH. This level of accumulation suggests a slower-than-anticipated institutional adoption for Ethereum investment vehicles in their initial phase.

According to @psarofagis, recent data shows that Emerging Market ETFs with lower China exposure have been rising faster and attracting more capital compared to those heavily weighted in China. This trend highlights a gradual divestment by US investors from Chinese assets, as evidenced by consistent fund flows shifting towards alternative EM ETFs (source: @psarofagis, Twitter). For crypto traders, this movement signals a potential increase in capital available for digital assets as investors seek diversification outside traditional Chinese equities, possibly supporting bullish sentiment in major cryptocurrencies.