‘Political shift’ drives $407M inflows to crypto products — CoinShares

As a seasoned analyst with years of experience navigating the volatile world of financial markets, I have seen my fair share of trends come and go. However, the recent surge in cryptocurrency investment products is one that has truly piqued my interest.


This week, digital currency investment offerings experienced another triumph as Bitcoin dominated weekly investments with approximately $419 million.

During the week from October 5th to 11th, there was an investment inflow of approximately $407 million into digital asset investment products, as stated in the latest report released by CoinShares on October 14th.

Last week saw a small $127 million outflow of cryptocurrencies, but this was quickly reversed as new investments flowed in, likely due to robust economic data emerging from the U.S. that exceeded expectations.

Political factors driving inflows

Based on the analysis of James Butterfill, the head of research at CoinShares, it’s possible that the surge in cryptocurrency investments seen last week may have been driven more by anticipation surrounding the U.S. elections, rather than expectations about future monetary policies.

In simpler terms, “Butterfill stated that although economic data exceeded expectations, it didn’t prevent money from leaving. He further explained that factors like a shift towards Republican polling caused an instant increase in investments and prices. Additionally, he noted that the Republicans are often seen as more favorable towards digital assets.

‘Political shift’ drives $407M inflows to crypto products — CoinShares

On October 10th, several significant news outlets, such as The New York Times, shared findings from recent polls indicating a possible shift in control over the United States Senate from the Democratic Party towards the Republican Party following the November 5th elections.

The upcoming election will decide who becomes the next U.S. president, as it pits Republican nominee and ex-President Donald Trump against Vice President Kamala Harris of the Democratic Party.

Bitcoin is the “primary beneficiary” of political shifts

According to a report from CoinShares’ Butterfill, Bitcoin (BTC) received approximately $419 million due to recent political changes, making it the main recipient. On the other hand, products that bet against Bitcoin experienced withdrawals totaling around $6.3 million.

Over the last seven days, there has been a significant surge in investments into blockchain-related equity exchange-traded funds (ETFs), amounting to approximately $34 million – marking one of the highest weekly inflows recorded in 2024 thus far.

It’s plausible that this growth occurred as a result of the increase in Bitcoin’s value. On October 6, Bitcoin was worth around $61,900, but by October 12, it had risen more than 2% to approximately $63,300, according to Butterfill’s observation.

‘Political shift’ drives $407M inflows to crypto products — CoinShares

Last week, investment products that cover various assets experienced modest increases totaling $1.5 million, representing the seventeenth straight week these types of investments have seen inflows. In stark contrast, Ethereum witnessed ongoing outflows as investors withdrew approximately $9.8 million from Ethereum (ETH) related products during the same period.

Over the past two weeks, from September 7th to the 28th, crypto investment products have seen a substantial increase of almost $2 billion, marking a continuation of a notable trend that started in mid-September, as indicated by CoinShares reports.

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2024-10-14 15:34