Crypto Daily | About $50 Billion Has Flowed Into The Crypto Market This Year, And Experts Say The Tokenization Boom Could Create Bigger Winners Than Bitcoin.

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Wall Street's tokenization boom could have bigger winners than bitcoin and ether, Citrini says

Wall Street's move into blockchain technology could open a vast new market for crypto, but investors betting on tokenization may find better opportunities than bitcoin and ether ETH, according to the well-followed research firm Citrini Research.

In a 79-page report titled Breaking the Wall, the research firm argued that bringing stocks, bonds and other financial assets onto blockchains could create new businesses in trading, lending and payments.

Tokenization turns traditional assets into digital tokens that can move between financial platforms and potentially trade around the clock. A tokenized stock, for example, could serve as collateral for a loan directly from an investor's digital wallet, without going through a traditional brokerage.

Citrini is best known for its research on technology and markets, including artificial intelligence, and for running the most-followed Substack newsletter, with more than 263,000 followers. The firm’s research on AI went viral earlier this year, sparking widespread fear and leading to a brief market meltdown.

JPMorgan: Approximately $50 billion in funds have flowed into the crypto market this year, with improved momentum in the fourth quarter

JPMorgan analysts released a report estimating that capital inflows into digital assets since 2026 have amounted to approximately $50 billion, with an annualized figure of about $66 billion, higher than the $52 billion in May, but still roughly half the pace seen last year.

The report notes that ETF fund flows improved since August and have turned net positive for the year; institutional holdings in CME Bitcoin and Ethereum futures have rebounded over the past two months. Public company treasuries are the primary buyers, while Bitcoin miners have sold net $1.8 billion this year. Analysts believe that ETF fund flows and futures positions both increased in the third quarter, providing positive momentum for capital inflows in the fourth quarter.

Robinhood is exploring launching stock tokens tied to actively managed ETFs

Robinhood Crypto posted on the X platform stating that it is exploring launching stock tokens linked to actively managed ETFs on the Robinhood Chain. It is reported that this project will be carried out in collaboration with T. Rowe Price Digital Assets, a global asset management giant managing assets worth $1.9 trillion.

However, Robinhood Crypto emphasized that the cooperation aims to explore introducing actively managed exchange-traded funds in tokenized form onto the Robinhood Chain, and remains in the exploration phase.

Bitcoin & Ethereum Spot ETF Flow

Bitcoin Spot ETF saw a total net outflow of 244.13M USD yesterday, with only Franklin's ETF EZBC achieving a net inflow

According to SoSoValue data, Bitcoin spot ETF saw a total net outflow of 244.13M USD yesterday (Eastern Time, October 8th).

The Bitcoin Spot ETF with the highest net inflow yesterday was Franklin's ETF EZBC, with a daily net inflow of 4.71M USD, and the total historical net inflow of EZBC currently stands at 329.83M USD.

The Bitcoin Spot ETF with the highest net outflow yesterday was Fidelity's ETF FBTC, with a daily net outflow of 197.09M USD, and the total historical net inflow of FBTC currently stands at 10.52B USD.

As of the time of publication, the total net asset value of Bitcoin Spot ETFs is 104.91B USD, with an ETF net asset ratio (market capitalization relative to the total Bitcoin market cap) of 6.38%. The historical cumulative net inflow has reached 57.09B USD.

Ethereum spot ETF saw net outflows of $72.544 million yesterday, continuing for 8 consecutive days of net outflows

Yesterday (U.S. Eastern Time October 8), Ethereum spot ETFs had a total net outflow of $72.544 million.

The Ethereum spot ETF with the largest single-day net inflow yesterday was Fidelity ETF FETH, with a single-day net inflow of $5.503 million; FETH’s total historical net inflows currently amount to $2.334 billion. The next was Morgan Stanley Ethereum Trust MSSE, with a single-day net inflow of $1.3209 million; MSSE’s total historical net inflows currently amount to $42.679 million.

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