I just finished reading CoinShares' latest weekly report and Lookonchain's on-chain monitoring, and I have three very key findings that directly relate to your wallet security next week:
1️⃣ Institutional “resilience”: $619 million net inflow
Last week, although the market was in chaos due to the situation in the Middle East and non-farm data, digital asset investment products still recorded a net inflow of $619 million.
Key point: Bitcoin (BTC) took away $521 million of that. This means that despite the pullback on Thursday and Friday, American institutions' “buying inertia” remains very strong. They don't care about short-term spikes; what matters to them is the ownership rate of the chips.
2️⃣ The 'anomaly' of whales: $40 million worth of gold tokens have been sold
This is the news to watch out for today: Lookonchain detected two whales who crazily sold approximately $40 million worth of gold tokens (XAUT and PAXG) in the past 48 hours.
Logical breakdown: Last weekend, gold just hit a new high of $5200, and at this time, whales took profits, releasing a strong signal—risk aversion sentiment is fading. When whales no longer hold onto gold tightly, it indicates that they believe the risk of a more severe crash has passed.
3️⃣ The 'new destination' for funds: Ethereum and AI infrastructure
This week, Ethereum ($ETH ) recorded an inflow of $88.5 million, and compared to the increment of Bitcoin, the inflow ratio of ETH is significantly increasing.
Additionally, today Bitget launched the new AI Skill module, linking AI models with trading execution. The narrative for 2026 is shifting from simply 'holding Bitcoin' to 'AI + real trading'.
💡 What to do next? (Suggestions based on algorithmic logic)
Bitcoin (BTC): As long as it holds above $67,000, institutional inflows will support it in continuing to challenge previous highs.
Altcoins: Pay attention to Chainlink ($LINK ) and Uniswap ($UNI ), CoinShares reports show they also have inflows in the millions, which is typically a sign of institutional long-term positioning.
Be cautious of XRP: it was the only major asset with significant outflows last week ($30.3 million), indicating that capital is questioning its safe-haven status at the current price level.