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Saylor’s solo act: JPMorgan says Strategy is practically the only thing keeping crypto flows alive

Apr 08, 2026 13:44 UTC

Saylor’s solo act: JPMorgan says Strategy is practically the only thing keeping crypto flows alive.

  • Wall Street investment bank JPMorgan (JPM) said the pace of capital flowing into digital assets slowed markedly in the first quarter of 2026, with total inflows estimated at around $11 billion
  • That implies an annualized run rate of roughly $44 billion, about one-third of the pace seen in 2025, according to the report published last week
  • "Investor flows, either retail or institutional, have been small or even negative YTD with the bulk of the digital asset flow in Q1’26 stemming from Strategy’s (MSTR) bitcoinBTC$71,193

Wall Street investment bank JPMorgan (JPM) said the pace of capital flowing into digital assets slowed markedly in the first quarter of 2026, with total inflows estimated at around $11 billion. That implies an annualized run rate of roughly $44 billion, about one-third of the pace seen in 2025, according to the report published last week. "Investor flows, either retail or institutional, have been small or even negative YTD with the bulk of the digital asset flow in Q1’26 stemming from Strategy’s (MSTR) bitcoinBTC$71,193.85purchases and concentrated crypto VC funding," wrote analysts led by Nik

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