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CLARITY Act Delay Triggers Nearly $1 Billion in Weekly Outflows From U.S. Crypto ETPs

CoinShares cites prolonged regulatory uncertainty after the bill’s markup was pushed to January.

Overview

  • Ethereum funds led redemptions at roughly $555 million, with Bitcoin products posting about $460 million in outflows.
  • Selective inflows continued into Solana (~$48.5 million) and XRP (~$62.9 million), signaling rotation rather than a broad exit.
  • Outflows were concentrated in the United States at approximately $990 million, partly offset by inflows in Canada ($46.2 million) and Germany ($15.6 million).
  • CoinShares said the setback makes it highly unlikely 2025 ETP inflows will top last year, with total assets under management now around $46.7 billion versus $48.7 billion at end-2024.
  • The reversal ended a multi-week inflow streak as policy timing and renewed whale-selling concerns weighed on institutional exposure, with Ethereum seen as especially sensitive to the legislation.