Bitcoin ETF Inflows, AI Cooldown, and CLARITY Act: A Crypto Rotation Begins

Bitcoin ETF inflows, a cooling AI market, and the clarity of the CLARITY Act signal a potential rotation back into digital assets.

Investor Direction: Six-Day Streak of Bitcoin ETF Inflows

■$203.1 M fresh capital, longest streak since April

■Total inflows of $930 M, with $80.9 B in net assets

■Cumulative net inflows of $51.8 B since launch, down $4.84 B YTD

■Bitcoin price hovering above $67,000, with a breakout likely above $65,000‑$65,500 range

AI Momentum Cooling: Investor Focus Shifts

■SOX index fell 20 % from recent highs

■AI chip firms signed $9.8 B 15‑year data‑center lease and $2.8 B cloud‑services contracts

■Stocks of Hut 8, IREN, Cipher Digital, CleanSpark, and MARA Holdings rose double‑digits

■Target of $4 B annual recurring AI‑cloud revenue by 2026 for IREN

Regulatory Advance: CLARITY Act Brings Legal Clarity

■Treasury Secretary Scott Bessent: law at the “1-yard line”

■A framework for digital‑asset regulation

■Legal clarity fuels ETF demand and investor confidence

Market Segments: Tokenization and New Entrants

■Robinhood’s Arbitrum‑based layer‑2 network for tokenized equities and prediction markets

■Bernstein projects $1.7 B in 2028 prediction‑market revenue for Robinhood

■Broadridge, Alpaca, Securitize, and Cantor Fitzgerald expanding blockchain‑based securities infrastructure

Investor Interest: Sector Strategic Moves

■Blocksbridge Consulting estimates $50 B additional capital needed for AI ambitions

■Insider sales raise regulatory scrutiny

■Miners pivoting from Bitcoin production to data‑center revenue

Deniz Arel: “The steady rise in Bitcoin ETF inflows and the cooling of AI stocks indicate investors are recalibrating risk profiles. The CLARITY Act’s legal clarity will accelerate institutional participation, but the high capital needs of AI infrastructure and the evolving revenue models of miners warrant close attention for long‑term sustainability.”