Capital inflows into US spot Ethereum ETFs came to a halt at the end of the week. Data from platform SoSoValue recorded net outflows of $70.62 million on Friday, July 25, 2026. This ended an uninterrupted positive streak that had lasted for five consecutive trading sessions. Prior to this, during the July 17-24 trading period, Ethereum-based investment products managed to attract up to $211.25 million in fresh capital to the market.
This single-day downturn affected the closing session tally, but was not enough to derail medium-term accumulation. Ethereum ETFs still closed the week with $103.9 million in net inflows, extending their positive weekly run to three consecutive weeks. Since the beginning of July 2026, total cumulative inflows into Ethereum ETFs have reached $337.74 million.
The outflow trend also spread to Bitcoin investment products. These instruments posted a second consecutive day of capital flight totaling $240.08 million on Friday. This capital reversal trend began on Thursday, snapping seven consecutive trading days of uninterrupted inflows.
Calculating the $18.4 Billion Potential in Japan
While the US market underwent a daily capital outflow correction, crypto asset management platform XWIN turned its sights toward Asia. Following regulatory crypto reforms in Japan, XWIN released new calculations projecting that a mature Japanese spot Bitcoin ETF market could eventually reach $18.4 billion.
The projection is grounded in domestic wealth figures. The $18.4 billion sum is equivalent to 0.13% of Japan’s total household financial assets, which are currently valued at around $14.6 trillion. XWIN structured this estimate by factoring in three driving demographics: active crypto asset holders, new retail investors entering via brokerage accounts, and institutional allocators.
The arrival of regulated investment instruments would change how the Japanese public interacts with digital assets. If Japan approves such ETFs, traditional investors could directly access Bitcoin using the brokerage and custody systems they already use every day without needing to create self-custodial crypto wallets.
Why the United States Serves as a Benchmark
In developing its estimation model, XWIN used the US Bitcoin absorption rate as a primary benchmark. Currently, all spot Bitcoin ETF products combined across US exchanges - excluding Grayscale’s GBTC fund - have accumulated approximately one million Bitcoins.
The volume of accumulation in the US illustrates the strength of institutional purchasing power via traditional financial channels. While Western exchanges recorded tens of millions in weekend outflows, regulatory reforms in Japan are preparing to pave the way for billions of dollars in new capital.
Source: Cointelegraph.
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Disclaimer: This article is for informational and educational purposes only, not financial advice. Cryptocurrency assets are highly volatile and carry significant risk. Always do your own research (DYOR) and never invest more than you can afford to lose.
