In 2024, global digital asset investment product inflows reached a historic high of $44.2 billion, nearly four times the record set in 2021. Among these, Bitcoin attracted $38 billion in inflows, accounting for 29% of total assets under management (AuM); Ethereum saw inflows of $4.8 billion for the year, representing 26% of AuM. Other altcoins (excluding Ethereum) collectively saw inflows of $813 million, making up 18% of AuM.
2025 has started strong, with inflows reaching $585 million in the first three days. However, the overall net outflow for the first week, including the last two trading days of 2024, was $75 million. U.S. products dominated, with spot ETFs attracting 100% of inflows for the year, totaling $44.4 billion.
The Swiss market saw inflows of $630 million, while Canada and Sweden experienced outflows of $707 million and $682 million, respectively, reflecting investors' shift towards U.S. products and some profit-taking behavior.
Significant net inflows for BTC and ETH, MicroStrategy and ETFs continue to buy, ETH remains exceptionally strong, and the altcoin season is indeed coming;
This bull market is very different from the past, led by the policy-friendly Trump, with a majority of crypto-friendly cabinet members, and institutions and large enterprises are expected to continue to see significant inflows. The future may be a bull market led by institutions or countries, distinctly different from the past. With supportive policies, this bull market may last longer, and the future looks promising!
March may be a turning point, rising significantly and then pulling back before rising again, with a potentially higher starting point;
Currently, it is just the right time to position for long-term opportunities in the first quarter before Trump's inauguration, while still focusing on key areas like AI, DeFi, L2, RWA, and others for bottom fishing;
