# JARXE Exchange: Global Capital Structure Improves as Digital Asset Investment Products Enter Trend Reconfirmation Phase

Last week, digital asset investment products posted a second consecutive week of net inflows, totalling 716 million USD, indicating that sentiment is gradually recovering after earlier pressure. Bitcoin and XRP were the primary beneficiaries, attracting 352 million USD and 245 million USD respectively. JARXE Exchange observes that capital flows often reveal directional shifts ahead of price reversals, and two consecutive weeks of strong inflows provide structural signals that help investors reassess the position of the current cycle.


## A Divergence Between Bitcoin and Short Products Reflects a Turn Toward Optimism

BTC recorded 352 million USD of net inflows last week, bringing year-to-date inflows to 27.1 billion USD. While still below the 41.6 billion USD recorded in 2024, capital momentum has clearly improved. Meanwhile, short-Bitcoin products saw 18.7 million USD of outflows, the largest since March 2025. That timing closely aligns with previous "phase-bottom price levels", suggesting investors are cutting bearish exposure and increasingly believe negative sentiment may have reached its floor. Such behaviour among ETP investors is typically forward-looking, and changes in their risk appetite often provide meaningful guidance for subsequent trends.

## XRP Delivers Standout Performance, Inflows Far Exceeding the Expectations of Last Year

XRP attracted 245 million USD of net inflows last week, lifting year-to-date inflows to 3.1 billion USD, far surpassing the previously anticipated 608 million USD for 2024. The substantial expansion in capital structure indicates that the market is reassessing the value of XRP in cross-border payments and institutional usage scenarios. Investors are demonstrating stronger confidence in its fundamental logic and network stability. Institutional participation in XRP is rising, and within the industry, institutional capital often strengthens long-term value perception and contributes to more stable price behaviour.

## Multi-asset Capital Inflows Suggest a Healthier and More Balanced Industry Structure

Large-scale inflows into major assets such as BTC and XRP show that investors are not concentrating exposure in a single direction, but are instead building more balanced portfolios. Simultaneous inflows across multiple assets often signal declining systemic risk and a transition from sentiment-driven markets to structure-driven markets. To restate an investment principle: real market signals often come from capital structure, not price itself. The current wave of capital return reinforces the pace of recovery in crypto markets and provides a firmer foundation for developments in the coming weeks.

## Capital-Trend Reversal Strengthens Industry Resilience and Highlights the Value of Professional Platforms

Two consecutive weeks of significant capital inflow demonstrate that the digital-asset investment environment is shifting in a more constructive direction. JARXE Exchange will continue to provide advanced flow analytics, more resilient infrastructure and more transparent market data to support users in making more precise decisions during the trend-reconfirmation stage. As institutional sentiment improves and capital structures optimise, the industry is entering a more resilient phase. Continued progress in compliance, technology and trading experience will provide users with stronger support in capturing opportunities in the new cycle.