Top 10 Creations (All ETFs) Top 10 Redemptions (All ETFs) ETF Daily Flows By Asset Class   Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 143.64 115,748.30 0.12% Asset Allocation 102.01 34,962.67 0.29% Commodities E T Fs 328.39 390,869.19 0.08% Currency -236.74 120,280.03 -0.20% International Equity 1,314.86 2,472,401.47 0.05% International Fixed Income -107.35 388,852.99 -0.03% Inverse 73.12 12,849.98 0.57% Leveraged 1,3 ...

Top 10 Creations (All ETFs) Top 10 Redemptions (All ETFs) ETF Daily Flows By Asset Class   Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 191.28 115,814.31 0.17% Asset Allocation 91.76 34,823.80 0.26% Commodities E T Fs -377.88 373,616.94 -0.10% Currency 549.62 124,076.43 0.44% International Equity 2,989.00 2,454,839.51 0.12% International Fixed Income 281.22 388,911.29 0.07% Inverse -753.21 12,704.78 -5.93% Leveraged 664 ...

Top 10 Creations (All ETFs) Top 10 Redemptions (All ETFs) ETF Daily Flows By Asset Class   Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -155.11 115,444.45 -0.13% Asset Allocation -48.87 34,732.51 -0.14% Commodities E T Fs 3,465.03 405,347.17 0.85% Currency -746.41 133,473.06 -0.56% International Equity 2,612.59 2,451,052.82 0.11% International Fixed Income 1,656.51 389,610.66 0.43% Inverse -57.95 13,304.99 -0.44% Leverage ...

Core Insights - The article provides an overview of net flows across various asset classes in the ETF market, highlighting significant trends in investor behavior and asset allocation [1]. Group 1: Net Flows by Asset Class - Alternatives saw a net inflow of $65.04 million, representing 0.06% of total assets under management (AUM) of $115.47 billion [1]. - Asset Allocation ETFs experienced a net inflow of $61.00 million, which is 0.18% of their AUM of $34.78 billion [1]. - International Equity ETFs had the highest net inflow at $3.99 billion, accounting for 0.16% of their AUM of $2.48 trillion [1]. - US Equity ETFs recorded a net inflow of $1.64 billion, which is only 0.02% of their AUM of $8.40 trillion [1]. - In contrast, Commodities ETFs faced a significant outflow of $256.30 million, which is -0.06% of their AUM of $412.82 billion [1]. - Currency ETFs also experienced outflows of $128.39 million, representing -0.09% of their AUM of $143.83 billion [1]. - International Fixed Income ETFs had a net inflow of $486.04 million, which is 0.13% of their AUM of $386.68 billion [1]. - US Fixed Income ETFs saw a net inflow of $525.77 million, accounting for 0.03% of their AUM of $1.94 trillion [1]. - Inverse and Leveraged ETFs had minor outflows of $14.81 million and $39.86 million, respectively, with negligible percentages of their AUM [1]. Group 2: Total Market Overview - The total net inflow across all ETFs was $6.34 billion, with a total AUM of $14.08 trillion, reflecting a 0.05% increase in AUM [1].

Core Viewpoint - XRP experienced a significant price rally to $3.65 in July 2025, driven by optimism surrounding the SEC lawsuit and renewed retail interest, but has since fallen to around $1.90, approximately 50% below its peak [1][6]. Group 1: Market Sentiment and Predictions - Standard Chartered set a target of $8 for XRP, with Ripple's CEO, Brad Garlinghouse, noting a "massive sea change" in Wall Street's interest that has not yet been reflected in crypto markets [2]. - Garlinghouse emphasized that regulatory progress, particularly with the GENIUS Act and the upcoming CLARITY Act, is crucial for Ripple's long-term outlook, rather than short-term price fluctuations [3]. - Despite Garlinghouse's bullish outlook for the broader crypto market to reach all-time highs in 2026, XRP's price has not followed suit due to various market dynamics [4][7]. Group 2: Factors Affecting XRP Price - Post-lawsuit profit-taking has led to increased selling pressure, as many early investors sold their holdings after the SEC settlement, contributing to a supply overhang [11][8]. - Capital rotation towards Bitcoin and Ethereum has left payment tokens like XRP behind, as speculative interest has shifted to other narratives such as DeFi and AI [13]. - ETF inflows for XRP have been below expectations, with only $1.3 billion attracted since November 2025, which is significantly lower compared to Bitcoin and Ethereum products [14][15]. - Macro conditions, including high interest rates, have suppressed risk appetite, leading investors to favor yield-bearing assets over payment-focused tokens like XRP [16]. Group 3: Price Outlook Scenarios - The bullish case for XRP suggests a potential rally to $3.50-$5.00 if ETF inflows exceed $3 billion and the CLARITY Act is passed, alongside increased institutional adoption [22]. - The base case predicts stabilization between $2.50 and $3.50 with moderate ETF inflows and gradual regulatory improvements [23]. - The bearish case indicates a potential decline to $1.50-$2.00 if ETF outflows continue and macroeconomic headwinds persist, with weak network activity further suppressing momentum [25]. Group 4: Current Market Dynamics - XRP remains approximately 50% below its July 2025 cycle high due to profit-taking, capital rotation, and unmet ETF demand, despite Wall Street's optimistic target of $8 by year-end [26]. - For XRP to recover, it requires significant ETF inflows, the passing of the CLARITY Act, and improved macro conditions, otherwise, it is likely to consolidate between $1.50 and $2.50 [27].

Core Insights - The article provides a detailed overview of net flows across various ETF asset classes, highlighting significant trends in investment behavior and asset allocation [1] Group 1: ETF Flows by Asset Class - Alternatives saw net inflows of $147.68 million, with an AUM of $115,368.49 million, representing 0.13% of AUM [1] - Asset Allocation ETFs recorded net inflows of $120.19 million, with an AUM of $34,609.95 million, accounting for 0.35% of AUM [1] - Commodities ETFs experienced net inflows of $124.77 million, with an AUM of $413,835.07 million, which is 0.03% of AUM [1] - Currency ETFs had net inflows of $130.38 million, with an AUM of $142,039.87 million, representing 0.09% of AUM [1] - International Equity ETFs saw significant net inflows of $1,947.53 million, with an AUM of $2,444,943.58 million, accounting for 0.08% of AUM [1] - International Fixed Income ETFs recorded net inflows of $441.97 million, with an AUM of $386,258.80 million, representing 0.11% of AUM [1] - Inverse ETFs had net inflows of $200.63 million, with an AUM of $13,155.12 million, accounting for 1.53% of AUM [1] - Leveraged ETFs faced net outflows of $244.12 million, with an AUM of $159,335.54 million, representing -0.15% of AUM [1] - US Equity ETFs recorded net inflows of $600.24 million, with an AUM of $8,379,707.87 million, accounting for 0.01% of AUM [1] - US Fixed Income ETFs saw net inflows of $1,812.56 million, with an AUM of $1,940,673.40 million, representing 0.09% of AUM [1] - The total net inflows across all ETFs amounted to $5,281.82 million, with a total AUM of $14,029,927.67 million, accounting for 0.04% of AUM [1]

Market Overview - Bitcoin has rebounded to the high-$90,000 and low-$80,000 area after a temporary fall to the mid-$80,000s, relieving short-term downside pressure [1] - Currently trading around $89,500, Bitcoin is up about 1.4% over the past 24 hours but is down more than 7% over the last 14 days, remaining nearly 13% lower year to date and about 29% below its all-time high [2] Long-Term Trend Analysis - Bitcoin continues to trade above its 200-day exponential moving average (EMA), a key long-term metric indicating structural bull markets when above this level [3] - The 200-day EMA is trending up, suggesting that long-term demand remains intact and recent price retreats are corrective rather than indicative of a reversal [4] Institutional Demand Insights - Since October 2025, ETF holdings have decreased by over $6 billion, an 8% decline from peak levels, indicating cautious demand from institutional investors [5] - Bitcoin is currently hovering near the ETF realized price of approximately $86,600, which is the average cost basis for ETF buyers, marking a psychological pivot for market sentiment [6] - While outflows have softened and ETF realized prices have stabilized, inflows have not returned in a sustained manner, leaving institutional demand cautious rather than decisively risk-on [6] Short-Term Holder Behavior - The on-chain cost basis for recent Bitcoin buyers is a critical metric, reflecting the behavior of short-term holders as Bitcoin tests key price levels [7]

Core Insights - The article provides an overview of net flows across various ETF asset classes, highlighting significant trends in investor behavior and asset allocation [1]. Group 1: ETF Flows by Asset Class - Alternatives saw a net inflow of $35.97 million, representing 0.03% of total AUM of $114,867.45 million [1]. - Asset Allocation ETFs experienced a net inflow of $62.44 million, which is 0.18% of their AUM of $34,368.13 million [1]. - Commodities ETFs faced a significant outflow of $157.65 million, equating to -0.04% of their AUM of $397,565.11 million [1]. - Currency ETFs had a net outflow of $108.95 million, which is -0.08% of their AUM of $144,509.74 million [1]. - International Equity ETFs recorded a net inflow of $632.81 million, representing 0.03% of their AUM of $2,426,970.78 million [1]. - International Fixed Income ETFs saw a net inflow of $711.75 million, which is 0.18% of their AUM of $384,734.53 million [1]. - Inverse ETFs had a net outflow of $33.63 million, equating to -0.27% of their AUM of $12,601.55 million [1]. - Leveraged ETFs experienced a net inflow of $190.32 million, representing 0.12% of their AUM of $158,120.80 million [1]. - US Equity ETFs faced a substantial outflow of $2,298.75 million, which is -0.03% of their AUM of $8,357,780.46 million [1]. - US Fixed Income ETFs recorded a net inflow of $2,094.75 million, equating to 0.11% of their AUM of $1,935,694.05 million [1]. - Overall, total net flows across all ETFs amounted to $1,129.06 million, representing 0.01% of total AUM of $13,967,212.59 million [1].

Core Insights - The article provides a detailed overview of net flows across various ETF asset classes, highlighting significant trends in investment behavior and asset allocation [1] Group 1: ETF Flows by Asset Class - Alternatives saw a net inflow of $81 million, representing 0.07% of its total AUM of $114.80 billion [1] - Asset Allocation ETFs experienced a net inflow of $49.93 million, which is 0.15% of their AUM of $34.25 billion [1] - Commodities ETFs had a substantial net inflow of $1.20 billion, accounting for 0.31% of their AUM of $386.69 billion [1] - Currency ETFs faced a net outflow of $25.04 million, which is -0.02% of their AUM of $144.59 billion [1] - International Equity ETFs attracted a net inflow of $4.92 billion, representing 0.20% of their AUM of $2.42 trillion [1] - International Fixed Income ETFs saw a net inflow of $789.91 million, which is 0.21% of their AUM of $384.00 billion [1] - Inverse ETFs had a net inflow of $250.18 million, accounting for 1.99% of their AUM of $12.59 billion [1] - Leveraged ETFs experienced a net outflow of $698.07 million, which is -0.44% of their AUM of $158.45 billion [1] - US Equity ETFs had a net inflow of $1.83 billion, representing 0.02% of their AUM of $8.37 trillion [1] - US Fixed Income ETFs saw a net inflow of $2.03 billion, which is 0.11% of their AUM of $1.93 trillion [1] - The total net inflow across all ETFs was $10.43 billion, representing 0.07% of the total AUM of $13.95 trillion [1]

Core Insights - The article provides an overview of net flows across various ETF asset classes, highlighting significant trends in investor behavior and market dynamics [1]. Group 1: ETF Flows by Asset Class - Alternatives experienced a net outflow of $155.19 million, representing -0.14% of its total AUM of $114.29 billion [1]. - Asset Allocation saw a positive net flow of $94.92 million, which is 0.28% of its AUM of $34.05 billion [1]. - Commodities ETFs had a net inflow of $365.92 million, accounting for 0.09% of its AUM of $386.27 billion [1]. - Currency ETFs faced significant outflows of $950.76 million, which is -0.65% of their AUM of $145.67 billion [1]. - International Equity attracted $5.10 billion in net inflows, representing 0.21% of its AUM of $2.38 trillion [1]. - International Fixed Income saw a net inflow of $634.01 million, which is 0.17% of its AUM of $382.50 billion [1]. - Inverse ETFs had a net inflow of $100.84 million, accounting for 0.79% of their AUM of $12.69 billion [1]. - Leveraged ETFs experienced a net inflow of $212.68 million, which is 0.14% of their AUM of $154.37 billion [1]. - US Equity faced outflows of $797.60 million, representing -0.01% of its AUM of $8.31 trillion [1]. - US Fixed Income had a net inflow of $1.53 billion, which is 0.08% of its AUM of $1.93 trillion [1]. - Overall, total net flows across all ETFs amounted to $6.14 billion, with a total AUM of $13.85 trillion, reflecting a 0.04% change [1].