🚀 Crypto ETFs Shatter Expectations: $12.8 Billion Floods In During July—Wall Street Plays Catch-Up

Crypto ETFs just pulled off their biggest heist yet—$12.8 billion in July alone. Traders are voting with their wallets, and the suits are finally paying attention.

### The Gold Rush 2.0

Forget pickaxes—this time it's ticker symbols doing the digging. Institutional money is pouring into crypto ETFs like it's 1999 and we're all day-trading Pets.com again (but hopefully with better endings).

### Wall Street's Awkward Embrace

The same firms that called crypto a scam three years ago are now building the plumbing to profit from it. Funny how zeros on a balance sheet can change minds.

### The Cynic's Corner

Let's be real—half these inflows are probably just hedge funds hedging against their own bad macro calls. But hey, money talks, and right now it's screaming 'HODL'.

Crypto News of the Day: Crypto ETFs Outpace VOO and Legacy Funds in July

US crypto ETFs recorded $12.8 billion in inflows in July, making it the best month for the category. The average daily intake was around $600 million, double the usual pace.

“US Crypto ETFs took in $12.8 billion in July, the best month ever, a $600m/day pace, about double avg. As a group that’s more than any single ETF did, incl the Mighty VOO,” Bloomberg ETF analyst Eric Balchunas wrote in a post.

For context, VOO, the Vanguard S&P 500 ETF, is one of the most dominant legacy funds on the market. Crypto ETFs beating it at its own game, even briefly, signals a shifting tide in investor behavior.

Moreover, the inflows were not concentrated in one or two standout funds. Balchunas noted that every ETF in the crypto category, excluding the converted trusts, saw net inflows.

Bitcoin and ethereum ETFs led the charge with equal contributions, notable in a space where Bitcoin typically commands most of the spotlight.

“This is the most all-around dominant performance since the Eagles ended the Chiefs in the Super Bowl. Will be hard to top,” Balchunas quipped.

Beyond the crypto-specific ETF boom, the broader risk appetite also came back. ARK Invest, led by Cathie Wood, had a blowout day. The issuer’s flagship fund ARKK took in $800 million in a single session, its biggest one-day inflow ever.

According to Balchunas, that is likely due to the fund’s 50% return over the past three months, outpacing the SPY, QQQ, and BlackRock’s IBIT.

“…$ARKK just took in $800 million in one day—It’s biggest one day inflow ever… $ARKW also saw $150m (huge for it), so whole fam did about a billion,” Balchunas added.

The dramatic return of capital to risk-on financial instruments like Bitcoin ETFs and crypto products paints a compelling picture of current market sentiment, suggesting Optimism with conviction.

This aligns with a recent US Crypto News publication in which Bitwise CIO Matt Hougan forecasted an explosive H2 for Ethereum ETFs.

Flows into Ethereum ETFs are going to accelerate significantly in H2. The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for traditional investors.

ETH ETFs did $1.17. billion in flows in June. They could do $10b in H2. https://t.co/PUwFK8qKcV

After a cautious spring, traders and institutions are leaning back into the market.

While some analysts warn that this level of exuberance could violate crypto’s decentralized ethos, others see it as the start of a structural shift.

This is especially true as ETFs continue to normalize crypto exposure for traditional portfolios.

Chart of the Day

Byte-Sized Alpha

Here’s a summary of more US crypto news to follow today:

• El Salvador opens door to more Bitcoin as Bukele’s presidency is extended.
• US Congressman sounds alarm as tokenization redefines public and private companies.
• Bitcoin’s $150,000 dream hinges on one bullish pattern: breakout or breakdown?
• $40 million wiped out: How AguilaTrades’ long Bitcoin bet ended in disaster.
• Over $7 billion of Bitcoin and Ethereum options contracts expired today.
• Analysts say global M2 suggests Bitcoin may peak by September.
• MicroStrategy reported $10 billion in net income in Q2, and the Bitcoin surge drove success.
• SOL, SUI lead August’s $3 billion token unlock—What traders need to know.
• Another red August for XLM? Data signals a repeat of its historical pattern.  
• Crypto hacks surged in July 2025: $142 million was stolen, up 27% from June.

Crypto Equities Pre-Market Overview