Just noticed crypto funds pulled in $1.2 billion last week, which is pretty wild. Bitcoin grabbed most of that action with $933 million inflows, and the total AUM across digital asset funds is now sitting at $155 billion - highest we've seen since early February. Price action followed the money too, with BTC pushing toward $81K overnight.

What caught my eye is how institutional money is flowing in way faster than retail this cycle. These guys are also rotating into blockchain equity ETFs - the indirect plays on miners and infrastructure companies. Over three weeks that's been $617 million pouring in, which suggests allocators who can't or won't hold spot bitcoin directly are finding workarounds.

The real test coming up is whether this momentum holds through megacap tech earnings this week. If earnings disappoint, we could see some pullback on the risk-on trades that have been lifting both crypto and equities. But if the institutional bid stays strong and earnings come in hot, that AUM number could keep climbing and bitcoin might finally clear that $80K resistance everyone's been watching.