CoinShares: Digital Asset Products Record $1.06 Billion Weekly Inflow – Biggest Reversal in Months

Digital asset investment products snapped a painful four-week outflow streak with a strong $1.06 billion net inflow for the week ending November 30, 2025, according to the latest CoinShares weekly report released December 1.

Key Highlights from the Report

• Total inflows: $1.06 billion – the largest weekly inflow since March 2025
• Previous four weeks: -$5.7 billion in cumulative outflows
• Trading volume: $24 billion (lower than the prior week’s record $56 billion due to the U.S. Thanksgiving holiday)

The sentiment shift was triggered by dovish comments from New York Fed President John Williams, who described current monetary policy as still restrictive — boosting market expectations for a December rate cut (now priced at 85%+).

Asset-by-Asset Breakdown

• Bitcoin: +$461 million (investors rotated out of short-Bitcoin ETPs, which saw $1.9M outflows)
• Ethereum: +$308 million (strongest weekly inflow in three months)
• XRP: +$289 million – the largest single-week inflow on record for XRP products, representing 29% of its total AuM over the past six weeks (largely attributed to recent U.S. spot XRP ETF launches)
• Cardano: -$19.3 million (23% of its AuM, continuing a six-week bleed)

Regional Flows

• United States: +$1.03 billion (almost the entire global total)
• Europe: +$42 million
• Canada & Brazil: modest inflows
• Asia: negligible

Market Context

Bitcoin traded in a tight range around $90,000–$92,000 for most of the week before closing at $91,355 (+3.9% weekly). The reversal in flows aligns with improving macro liquidity expectations and a rebound in ETF sentiment after November’s $3.5 billion redemptions.

In summary, the $1.06 billion weekly inflow marks the strongest capital rotation back into digital asset products in months, led by Bitcoin, Ethereum, and a record-breaking XRP week — signaling that institutional risk appetite may be returning ahead of anticipated Federal Reserve easing.