Crypto Inflows Hit $8.2B, Led by Bitcoin and Stablecoins: Time to Buy?

After weeks of sitting on the sidelines, investors are diving back into crypto — and they’re not holding back. Inflows have jumped a massive 350% in just two weeks, climbing from $1.82 billion to $8.2 billion, according to analyst Ali Martinez.

That kind of surge signals a big shift in market confidence.

So what’s driving the comeback? And why are investors doubling down on crypto even as global markets stay shaky? The answers might just point to where things are heading next.

Billions Flow Into BTC, ETH, and Stablecoins

Martinez shared a chart showing the flow of capital and investor sentiment around Bitcoin (BTC), Ethereum (ETH), and stablecoins from March 17 to April 3, 2025. During this time, BTC’s price moved between $82,000 and $87,000, while capital continued flowing into the market — especially toward the end of March and into early April.

Even with strong inflows and growing stablecoin reserves on March 24, both BTC and ETH were being sold — a sign that investors were taking profits at high prices. But by April 3, the trend had clearly shifted. The market saw more than $8.2 billion in inflows with zero outflows, and there was a noticeable increase in both stablecoin reserves and net positions in BTC and ETH.

Bullish Signs, Even With Global Tensions

This shift points to a bullish trend. The increase in stablecoin and crypto holdings suggests that investors are preparing for a possible price rebound. Even after market jitters caused by President Trump’s new tariffs, confidence in Bitcoin, Ethereum, and other cryptocurrencies remains strong.

Many investors are choosing to move money into stablecoins rather than traditional stocks — showing growing trust in crypto as global trade tensions rise.

Crypto Is Entering A New Phase

Despite short-term ups and downs, the crypto market appears to be entering a new stage. Clearer regulations and rising interest from big institutions are driving fresh momentum — especially in venture capital. While overall sentiment is still mixed, early activity in emerging areas hints that the groundwork is being laid for long-term growth.

In Q1 2025, crypto venture funding reached $4.8 billion — the highest since Q3 2022. A big reason was MGX’s $2 billion investment in Binance, showing that major players are still interested in large, late-stage crypto companies, even in an uncertain economy.

While the number of VC deals was slightly lower, the amount of capital invested rose. Q1 alone made up 60% of all VC funding from 2024, signaling stronger investor confidence and possibly the start of a new adoption cycle.

There were also several major mergers and acquisitions. Kraken bought NinjaTrader for $1.5 billion, and MoonPay acquired Helio for $175 million. This trend of consolidation shows a maturing market where larger players are expanding strategically.

Bitcoin Rebounds While Stocks and Gold Fall

After five weeks of outflows, the crypto market brought in $644 million this week — another sign of renewed investor confidence. Bitcoin led with $724 million in inflows, while Ethereum saw $86 million in outflows. The U.S. was the main driver, with support from Switzerland, Germany, and Hong Kong.

Even after a quick dip following Trump’s tariff announcement, Bitcoin bounced back and climbed above $84,700. Meanwhile, the S&P 500 dropped over 10%, and gold slipped nearly 5%. If the trend continues, Bitcoin could hit $100,000 sooner than expected.

Attorney John E. Deaton pointed out a major shift in sentiment in a recent X post. On a day when the U.S. stock market lost $3.25 trillion, crypto saw $5.4 billion in inflows. It’s a clear sign that investors are turning toward riskier assets like crypto, even as markets stay volatile.

The market’s still shaky, but if you listen closely, the loudest signals right now are coming from the blockchain.