US ETF Holdings Overview (7.7-7.13)

Last week, US Bitcoin spot ETFs saw a net inflow of $2.77 billion, a significant increase compared to the previous two weeks (July 6-12, $770 million). This marks the fifth consecutive week of net inflows.

Single-day maximum inflow: July 10, net inflow of $1.176 billion

Single-day maximum outflow: No single-day net outflow

Currently, ETFs hold 1,288,400 BTC, accounting for approximately 6.13% of the total Bitcoin supply.

Data source: sosovalue/farside investors

Bitcoin holdings by governments (7.7-7.13)

Global governments hold approximately 527,247 BTC, which accounts for about 2.50% of the total Bitcoin supply. Government holdings are typically less active. Last week, the Salvadoran government increased its holdings by 6 BTC, while the Bhutanese government sold 413 BTC (138 BTC sold two weeks ago).

Data source: nansen / arkham

Bitcoin holdings by major companies (7.7-7.13)

Global corporate entities, including public and private companies, hold 1,145,998 BTC (excluding exchanges), accounting for approximately 5.45% of the total Bitcoin supply. Last week, they added a total of 5,544 BTC with no instances of reduction. MicroStrategy did not add any Bitcoin, mainly due to additions by Metaplanet and other companies.

Data source: arkham/nansen

Important ETF Events

Ethereum Spot ETF saw a weekly net inflow of $908 million last week, the highest single-week net inflow in history, and has achieved nine consecutive weeks of net inflow.

According to SoSoValue data, during the trading days of last week (July 7 to July 11, Eastern Time), the Ethereum spot ETF had a weekly net inflow of $908 million. None of the nine ETFs experienced a net outflow. The Ethereum spot ETF with the highest weekly net inflow was BlackRock's ETF ETHA, with a weekly net inflow of $675 million (a historical high). The total net inflow of ETHA has reached $6.29 billion so far.

CoinShares: Digital Asset Investment Products Saw a Net Inflow of $3.7 Billion Last Week

According to CoinShares' latest weekly report, digital asset investment products saw an inflow of $3.7 billion last week, setting a second-highest weekly inflow in history. Notably, the single-day inflow on July 10 was the third-highest in history. This marks the 13th consecutive week of inflows, with a cumulative inflow of $2.18 billion. Year-to-date (YTD) inflows have reached $2.27 billion. The asset under management (AuM) broke through the $20 billion mark for the first time, reaching a new high of $21.1 billion. ETP trading volume reached $2.9 billion, double the weekly average this year. Bitcoin saw a weekly inflow of $2.7 billion, bringing its total asset under management to $17.95 billion. This is the first time it has reached 54% of the total asset under management of gold ETPs. The trading activity of short Bitcoin ETPs is extremely low. Ethereum has seen 12 consecutive weeks of fund inflows, totaling $990 million, which is the fourth-highest on record. Compared to this, over the past 12 weeks, Ethereum's inflows accounted for 19.5% of its asset under management, while Bitcoin accounted for 9.8%. $XRP had the highest weekly outflow, totaling $104 million, while Solana recorded strong inflows of $92.6 million.

Summary

Last week, the Bitcoin spot ETF achieved the largest single-day net inflow on July 10, with the price breaking a new all-time high at $117,000. In terms of government holdings, apart from El Salvador's regular increases, Bhutan's government reduced its holdings by 413 BTC. In the company sector, MicroStrategy did not increase its holdings, while Metaplanet added 2,205 BTC.

The Ethereum spot ETF achieved the highest weekly net inflow in history, with the price surpassing $3,000. The altcoin market began to become active, with FOMO sentiment surging. This rise was not caused by any obvious event. There are many negative events this week, such as the Trump tariff issue not being priced in, and the release of U.S. CPI data on Tuesday. Please be aware of risk control.

Author: Sakura, ChainThink

Editor: Aaron, ChainThink