fidelity

According to a report from the Fidelity Digital Assets research team, the digital asset market is undergoing a structural reshaping phase in 2026, with the following six key trends worth noting:Digital assets are accelerating their integration with traditional capital markets, with strong demand from institutions through channels such as Bitcoin ETF options;The rights mechanism for token holders is continuously advancing, but the market has yet to show a significant valuation premium;AI computing power competition is beginning to affect Bitcoin mining, with a slowdown in computing power growth;The Bitcoin network has entered a new inflection point, with the expansion of OP_RETURN data capacity not causing significant on-chain inflation;Institutional movements are bearish in the short term, but long-term structural capital inflows continue;Gold is performing strongly, reflecting a trend of de-dollarization, and Bitcoin's positioning as an inflation hedge asset is expected to be further strengthened.Fidelity believes that although short-term prices are relatively flat, these underlying structural trends are steadily developing.

According to SoSoValue data, yesterday (Eastern Time May 15), the total net outflow of Ethereum spot ETFs was $65.6497 million.The Ethereum spot ETF with the highest single-day net outflow yesterday was the Blackrock ETF ETHA, with a single-day net outflow of $50.3527 million. Currently, the historical total net inflow of ETHA has reached $11.812 billion.The second was the Fidelity ETF FETH, with a single-day net outflow of $11.0772 million. Currently, the historical total net inflow of FETH has reached $2.197 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $12.929 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 4.83%. The historical cumulative net inflow has reached $11.832 billion.

According to CoinDesk, Moody's has awarded the highest rating of AAA-mf to the tokenized money market funds of Fidelity and BlackRock, marking that the products of both institutions meet the highest standards in credit quality, liquidity, and capital preservation.Fidelity's FILQ fund was launched on May 6, built on Sygnum's Desygnate tokenization platform, supporting on-chain real-time cash settlement, and introducing infrastructure support from JPMorgan, Apex Group, and Chainlink; BlackRock's BUIDL fund is set to launch in March 2024 and currently accounts for about 15% of the tokenized government bond market.

Fidelity expressed its position on platform X, stating that it appreciates the Senate Banking Committee's advancement of the CLARITY Act. Fidelity stated that the act provides a balanced regulatory approach, and if passed, it will offer legal clarity for the digital asset market, benefiting U.S. investors and helping to ensure America's leadership in the global digital asset space.

According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $233 million. The Bitcoin spot ETF with the highest net inflow yesterday was the Morgan Stanley ETF MSBT, with a net inflow of $6.0195 million for the day, and the historical total net inflow of MSBT has reached $226 million.The Bitcoin spot ETF with the highest net outflow yesterday was the Fidelity ETF FBTC, with a net outflow of $86.1294 million for the day, and the historical total net inflow of FBTC has reached $11.045 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $107.312 billion, and the ETF net asset ratio (the market value compared to the total market value of Bitcoin) is 6.64%, with a historical cumulative net inflow of $59.134 billion.

According to SoSoValue data, the total net outflow of Bitcoin spot ETFs is $146 million.The Bitcoin spot ETF with the highest net inflow yesterday was the Morgan Stanley ETF MSBT, with a net inflow of $5.7385 million for the day. Currently, the historical total net inflow of MSBT has reached $194 million.The Bitcoin spot ETF with the highest net outflow yesterday was the Fidelity ETF FBTC, with a net outflow of $97.6041 million for the day. Currently, the historical total net inflow of FBTC has reached $11.134 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $106.611 billion, with an ETF net asset ratio (market value as a percentage of total Bitcoin market value) of 6.67%. The historical cumulative net inflow has reached $59.34 billion.

According to Lookonchain monitoring, Fidelity deposited 23,919 ETH into Coinbase in the past hour, worth $54.44 million.

According to Cointelegraph, research by Fidelity Digital Assets shows that over the past 10 years, a traditional 60/40 portfolio with only 3% BTC allocation saw its annualized return increase from 9.4% to 14.6%.

According to SoSoValue data, yesterday (Eastern Time May 4), the total net inflow of Ethereum spot ETFs was $61.2881 million.The Ethereum spot ETF with the highest net inflow yesterday was the Blackrock ETF ETHA, with a net inflow of $54.8280 million for the day. Currently, ETHA has a historical total net outflow of $45.2852 million.The second was the Fidelity ETF FETH, with a net inflow of $6.4601 million for the day. Currently, FETH has a historical total net inflow of $2.296 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.972 billion, with an ETF net asset ratio (market value as a percentage of Ethereum's total market value) of 4.93%. The historical cumulative net inflow has reached $12.077 billion.

According to SoSoValue data, yesterday (Eastern Time May 4), the total net inflow of Bitcoin spot ETFs was $532 million.The Bitcoin spot ETF with the highest net inflow yesterday was the Blackrock ETF IBIT, with a net inflow of $335 million for the day, bringing IBIT's historical total net inflow to $662 million.Next was the Fidelity ETF FBTC, with a net inflow of $185 million for the day, bringing FBTC's historical total net inflow to $11.267 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $106.436 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.65%, and the historical cumulative net inflow has reached $59.250 billion.

According to SoSoValue data, yesterday (Eastern Time May 4), the total net inflow of the SOL spot ETF was $3.2779 million.The SOL spot ETF with the highest net inflow yesterday was the Bitwise Solana Staking ETF (BSOL), with a net inflow of $2.2768 million for the day, bringing its historical total net inflow to $827 million.Next was the Fidelity Solana Fund ETF (FSOL), with a net inflow of $1.0011 million for the day, bringing its historical total net inflow to $159 million.As of the time of writing, the total net asset value of the SOL spot ETFs is $867 million, with a net asset ratio of 1.79%, and the historical cumulative net inflow has reached $1.021 billion.

According to SoSoValue data, last week's trading days (Eastern Time April 27 to May 1) saw a net outflow of $82.47 million from Ethereum spot ETFs.The Ethereum spot ETF with the highest net outflow last week was Blackrock ETF ETHA, with a weekly net outflow of $71.4491 million, and the historical total net inflow for ETHA currently stands at $11.9 billion. The second was Fidelity ETF FETH, with a weekly net outflow of $50.2560 million, and the historical total net inflow for FETH currently stands at $2.29 billion.The Ethereum spot ETF with the highest net inflow last week was Blackrock ETF ETHB, with a weekly net inflow of $44.4975 million, and the historical total net inflow for ETHB currently stands at $501 million.As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.6 billion, with an ETF net asset ratio (market value as a percentage of Ethereum's total market value) reaching 4.93%, and the historical cumulative net inflow has reached $12.02 billion.

According to SoSoValue data, yesterday (Eastern Time May 1) the total net inflow of Ethereum spot ETFs was $101 million.The Ethereum spot ETF with the highest single-day net inflow yesterday was Fidelity ETF FETH, with a single-day net inflow of $49.3942 million. Currently, FETH's historical total net inflow has reached $2.289 billion.Next was Blackrock ETF ETHA, with a single-day net inflow of $43.1592 million. Currently, ETHA's historical total net outflow has reached $100 million.As of the time of writing, the total net asset value of Ethereum spot ETFs is $13.603 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 4.93%. The historical cumulative net inflow has reached $12.016 billion.

According to SoSoValue data, yesterday (Eastern Time April 30), the total net inflow of Bitcoin spot ETFs was $14.7578 million.The Bitcoin spot ETF with the highest net inflow yesterday was Fidelity ETF FBTC, with a net inflow of $26.6120 million. Currently, the historical total net inflow of FBTC has reached $10.869 billion.The second highest was Blackrock ETF IBIT, with a net inflow of $19.0538 million. Currently, the historical total net inflow of IBIT has reached $42.4466 million.The Bitcoin spot ETF with the highest net outflow yesterday was Valkyrie ETF BRRR, with a net outflow of $8.6218 million. Currently, the historical total net inflow of BRRR has reached $336 million.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $100.533 billion, and the ETF net asset ratio (the market value compared to the total market value of Bitcoin) is 6.56%. The historical cumulative net inflow has reached $58.088 billion.

According to Lookonchain monitoring, Fidelity deposited 19,934 ETH to Coinbase 30 minutes ago, worth 45.29 million dollars.

According to CoinDesk, Fidelity Digital Assets released the "Q2 2026 Signal Report," indicating that although the overall cryptocurrency market was in a consolidation phase at the beginning of the second quarter, several underlying data points have shown signs of stabilization.The report shows that Bitcoin's dominance continues to rise, with capital consistently concentrating on the most liquid assets. The levels of unrealized profits and momentum indicators are consistent with characteristics of a correction period, which may lay the foundation for a more stable market structure in the future.Meanwhile, the network usage and price trends of Ethereum and Solana have diverged, indicating that demand at the protocol layer remains robust. The report also notes that Bitcoin futures are currently experiencing negative funding rates, and research institution 10x believes this reflects structural hedging behavior by institutions rather than an overall bearish signal.