Bitcoin spot ETFs pulled in about $854 million last week, their strongest showing since May, according to Decrypt’s Morning Minute newsletter. The note said it was the first genuinely large inflow after an eight-week run of outflows that stretched through June and early July. The newsletter is written by Tyler Warner, and Decrypt noted that the analysis and opinions are his own and do not necessarily reflect the publication’s views.
Ethereum ETFs also recorded a strong week, with $244 million in net inflows. On a market-cap-adjusted basis, the newsletter said that amount was equivalent to roughly $1.25 billion in Bitcoin ETF inflows.
The report pointed to a more supportive macro setup. Earnings last week were largely positive, while the July U.S. jobs report missed expectations by a wide margin. The economy shed 23,000 jobs versus forecasts for an 80,000 increase, the first outright decline in months, even as unemployment edged down to 4.1%. After that, the odds of a September rate hike fell from 67% to 42%.
ETF flows pick up again
The newsletter separately said Bitcoin ETFs drew $102 million in net inflows on Friday and $865 million for the week. Ethereum ETFs posted $49.6 million of inflows on Friday and $244 million over the week.
It added that it was hard to get overly excited in a week when BTC and ETH were up only about 2%, but argued that returning flows were an important first step in putting in a bottom and reversing the bear market.
Crypto and macro markets
Major crypto assets were mostly flat over the weekend but still 3% to 4% higher than a week earlier. BTC was unchanged at $65,000, ETH was flat at $1,916, SOL rose 1% to $77, and HYPE gained 1% to $55.10.
Among large altcoin movers, WLD rose 10%, JTO gained 10%, and PUMP added 7%.
In traditional markets, oil was up 1% at $79.30, while gold was flat at $4,400. Stock futures were little changed ahead of the open, with the Dow down 0.1% and the Nasdaq up 0.2%.
Policy and industry developments
The Clarity Act is set for a Senate vote on Sept. 15, though the newsletter said the odds of passage in 2026 were still only 21%.
The New York Stock Exchange is building an on-chain settlement platform for tokenized securities after taking part in the DTCC tokenization pilot in July.
Bitcoin’s so-called anti-spam fork stalled after mining just two blocks. The note said the BIP-110 chain split finally happened over the weekend but stopped within about eight hours, inheriting Bitcoin’s difficulty with almost no hashpower behind it.
MARA sold about 23,093 BTC for $1.63 billion in the first half of 2026 at an average price of about $70,631 to fund operations. It also borrowed another $600 million against 18,750 BTC from Coinbase and Two Prime, while still holding 35,577 BTC.
Grayscale withdrew registration applications for its ADA, HBAR, and DOT ETFs.
Corporate treasuries and ETF tracker
In the corporate treasury and ETF section, the newsletter repeated that Bitcoin ETFs took in $102 million on Friday and $865 million for the week, while Ethereum ETFs added $49.6 million on Friday and $244 million for the week.
Meme coin tracker
Meme coin leaders were mixed. DOGE was flat, SHIB rose 2%, PEPE gained 1%, PENGU added 7%, TRUMP rose 1%, and BONK was up 1%.
On Robinhood Chain, Cashcat led with a 40% jump to a $150 million valuation. Pipedog gained 21% to $39 million, and PONS rose 40%.
On Solana, TOAD ran to $13 million, Stonk climbed 20% to $8 million, and KET gained 20%. ANSEM was steady at $180 million.
Tokens, airdrops, and protocols
Fomo App set a new weekly record for volume at $523 million and fees at $3 million. The newsletter said both figures were up more than fivefold over the past six to seven weeks.
Pump Fun’s PUMP token reached a fully diluted valuation of $2.8 billion, its highest level since January 2026, as the team leaned more heavily into social trading and moved closer to competing with Fomo App.
Zcash’s migration is now 60% complete, and the Ironwood Pool is now 50% larger than the Orchard pool.
NFTs
NFT leaders were mostly flat. CryptoPunks held at 32.2 ETH, BAYC was unchanged at 8 ETH, and Pudgy rose 4% to 3.95 ETH.
Stonkbrokers surged over the weekend to 12.9 ETH and now sits 50% above Bored Apes by floor price, making it the No. 2 profile-picture collection behind Punks.
New mint Mancers jumped another 50% to 1.28 ETH ahead of its product launch this week.
FWA tripled over the weekend to a $25 million market cap after founder Rhynotic teased new pools and said 100 ETH in protocol revenue had already been used to buy back and burn FWA tokens.