BroadChain News, April 27, 03:06, according to BeInCrypto, US stock ETFs recorded an average net inflow of $7.5 billion per day in April, more than doubling from $2.9 billion in March, hitting an all-time high. Data from Strategas Asset Management shows cumulative inflows have exceeded $100 billion since the low on March 30. This sharp rebound in institutional risk appetite has historically been accompanied by inflows into crypto ETFs and the adoption of tokenized assets.
The accelerated inflows stem from a sentiment reversal following the correction triggered by tariff volatility in March. The average daily inflow in April is more than double the 2025 daily average of $3.7 billion. Analysts at Kobeissi Letter point out that investors are pouring into stock funds at an unprecedented scale, partly from outflows of actively managed mutual funds and a moderate reduction in money market balances. Fixed-income ETFs are also consistently attracting capital, indicating broad deployment rather than sector rotation.
The same capital pool has also driven a rebound in Bitcoin and Ethereum ETFs. BlackRock's iShares Bitcoin Trust has accumulated net inflows exceeding $63 billion, while its Ethereum ETF has recently attracted institutional interest. Large asset managers such as Apollo and Hamilton Lane have allocated 1%-2% of their portfolios to digital assets. Pension funds, endowments, and family offices are viewing regulated crypto ETFs as portfolio components similar to broad-based stock indices.
Strong demand for accessible equity exposure reinforces the logic of tokenizing real-world assets. The total market cap of tokenized RWA has exceeded $30 billion, with US Treasuries, private credit, and stocks as the main categories. Platforms like Kraken xStocks, Ondo Global Markets, and Backed Finance already offer tokenized US stock and ETF exposure. Issuers such as BlackRock, Fidelity, and JPMorgan continue to advance tokenization pilots related to settlement and custody.
Risks remain. Analysts at Forward Guidance warn that pro-cyclical capital flows could reverse if the macro environment deteriorates. The market is increasingly driven by flows and structural characteristics, making timing more difficult. Operators in custody, prime brokerage, and on-chain settlement face a key question: whether record stock demand can translate into hybrid TradFi-crypto products in the coming quarters.