In April, crypto ETFs fully turned positive, with institutional funds sounding the horn for an attack

In April, the crypto ETF market delivered the strongest monthly performance since 2026, with the three major mainstream assets simultaneously achieving monthly net inflows, signaling clear institutional investment entry. Bitcoin spot ETFs saw a monthly net inflow of $2.1 billion, reaching a new high for the year, and from April 14-24, they set a strong record of nine consecutive days of net inflows, injecting ample liquidity into the market.

Ethereum ETFs ended a six-month streak of continuous net outflows, announcing a strong comeback with a net inflow of $356.5 million; XRP ETFs also emerged from the sluggish net outflows in March, recording a monthly net inflow of $81.59 million. The data for the three major assets turned positive simultaneously, forming a rare resonance of capital. As of the data release, BTC price stood above $78,324, and the strong capital flow directly boosted market confidence recovery.

Behind this wave of capital reflow are multiple positive factors resonating: the gradual clarification of the US crypto regulatory framework, institutional optimism about the supply and demand dynamics of BTC after the halving, and the easing of policy uncertainty surrounding Ethereum ETFs. The market has shifted from previous volatility and bottoming out to a rebound led by institutional funds, with continuous ETF inflows serving as the most direct indicator.

Future market focus should be on two key nodes: the non-farm payroll data on May 8, which will influence Federal Reserve policy expectations, and the markup process of the Senate’s CLARITY Act, which will determine the long-term compliance path for the industry. Against the backdrop of sustained positive capital flow, the structural trend in the crypto market is expected to continue, but macro policies and regulatory developments will remain key variables influencing short-term volatility. #比特币ETF期权持仓限额增4倍 @Gate广场_Official