📊 / Crypto Capital Flows

— Weekly Market Brief

Despite macro headwinds, digital assets showed structural resilience, supported by ETF inflows and on-chain accumulation from large players.

After 5 consecutive weeks of outflows, stable inflows returned in March - cumulative crypto ETF inflows reached $1.7B by March 14.

The ownership structure of $BTC ETFs continues to mature: the average holding period for IBIT rose to 127 days (vs. 89 days in February), with institutional share now above 68%.

Institutional demand for tokenized treasuries surged simultaneously, with March inflows reaching $12.8B:

• BlackRock BUIDL - $7.2B

• Franklin OnChain - $5.6B

Stablecoin supply remains stable at ~$315B, indicating significant dry powder within the ecosystem. Strategy alone purchased over 20,000 $BTC (~$1.4B) in March 2026.