According to Eric Balchunas, rolling 3-month and 6-month flows into equity ETFs are at all-time highs, indicating exceptionally strong risk-on demand in equity ETF buying (Source: Eric Balchunas on X, Jan 13, 2026). He reports record activity in 2x leveraged assets, signaling increased use of leverage to express bullish views in the market (Source: Eric Balchunas on X, Jan 13, 2026). Balchunas also notes a decline in cash-like ETF AUM, pointing to rotation out of cash-equivalent exposures and into risk assets (Source: Eric Balchunas on X, Jan 13, 2026). He adds that many Wall Street desks are predicting a good year, but he characterizes the current setup as a bit frothy despite his bullish stance (Source: Eric Balchunas on X, Jan 13, 2026). No cryptocurrency data or tickers were cited in the post (Source: Eric Balchunas on X, Jan 13, 2026).

According to The Kobeissi Letter, global ETF launches rose 19% year over year in October to a record 137, source: The Kobeissi Letter. Year-to-date launches reached 918, which is 25% above the full-year 2024 record of 736, source: The Kobeissi Letter. Equity ETFs accounted for 95 listings, or 69% of the total, source: The Kobeissi Letter. Cryptocurrency ETFs recorded 15 launches in October, more than double September’s figure, source: The Kobeissi Letter. Leveraged equity and structured product ETFs totaled 67 new funds, nearly half of October’s launches, source: The Kobeissi Letter. At the current pace, the ETF industry is projected to exceed 1,100 launches in 2025, source: The Kobeissi Letter.

According to @EricBalchunas, ETFs attracted $68 billion in inflows over the past five days, averaging $11 billion per day, which is nearly three times the daily average. All of the top 10 ETFs by inflow are equity funds except for $IBIT, highlighting strong risk-on sentiment despite ongoing geopolitical tensions. Total ETF inflows for the year have reached $523 billion, putting them on track to break last year’s record (source: @EricBalchunas, Twitter). This robust inflow into both traditional equities and crypto-linked ETFs like $IBIT signals sustained institutional interest, potentially benefiting the broader cryptocurrency market through increased liquidity and investor confidence.