Fidelity Digital Assets, in its Q2 2026 Signals Report published Monday, indicates that the digital assets market is showing early signs of stabilization despite consolidation. Analysts led by Daniel Gray highlight improving conditions across key metrics such as unrealized profitability, momentum, and network usage, with bitcoin ($BTC) serving as the primary source of resilience. BTC dominance continues to gradually increase after declining in late 2025, with capital concentrated in the most established asset during this phase.
At the same time, CoinShares' latest weekly report reveals $1.2 billion in cumulative weekly inflows into digital asset investment products, the highest since February 1. Bitcoin attracted $933 million in inflows, raising its year-to-date figure to $4.0 billion, while short bitcoin products saw $16.5 million, indicating persistent hedging demand. Ethereum ($ETH) added $192 million, marking its third consecutive week above $190 million in inflows, and blockchain-based equity ETFs set a new weekly record with $617 million in inflows over three weeks.
The reports note a divergence between price and network activity, with sustained usage across Ethereum and Solana suggesting demand remains intact at the protocol level despite lagging valuations. Regional growth was led by the United States with $1.1 billion in inflows, followed by Germany ($61.7 million), Switzerland ($35.2 million), and Canada ($15 million).
