Ethereum ETFs outpace Bitcoin ETFs with $444m in daily inflows

Spot Ethereum ETFs in the US saw $443.9 million in total daily net inflows on Monday, outpacing Bitcoin ETFs. BlackRock's ETHA reported $314.9 million inflows, while Fidelity's FETH saw $87.4 million inflows. Analysts attributed the surge in Ethereum ETF inflows to yield-generating capabilities, regulatory clarity, and growing corporate treasury adoption. Despite market declines, both Bitcoin and Ethereum ETFs saw notable inflows, suggesting institutional confidence remains strong.

Ethereum ETFs in the US saw $443.9 million in total daily net inflows on Monday, outpacing Bitcoin ETFs. BlackRock's ETHA reported $314.9 million inflows, while Fidelity's FETH saw $87.4 million inflows. Analysts attributed the surge in Ethereum ETF inflows to yield-generating capabilities, regulatory clarity, and growing corporate treasury adoption. Despite market declines, both Bitcoin and Ethereum ETFs saw notable inflows, suggesting institutional confidence remains strong.

Ethereum's network activity remained robust, with 1.7 million daily transactions and $88.87 billion locked in DeFi protocols, indicating continued adoption despite ETF volatility. The recent inflow surge follows a period of heavy outflows in August, showing investor confidence can return quickly despite volatility.

Bitcoin ETFs also experienced significant inflows, with a $365.6 million net inflow reported on September 26, 2025. BlackRock's IBIT and Fidelity's FBTC remain key players, with ARK 21Shares' ARKB absorbing $113.8 million and BlackRock's IBIT adding $93.4 million. Despite short-term outflows, the broader momentum underscores how Bitcoin ETFs are absorbing supply while exchanges lose reserves.

The Ethereum ETF inflows on Monday highlight the growing institutional interest in Ethereum as a yield-generating asset. Ethereum ETFs now hold $7.2 billion in assets, representing 2.3% of ETH's market cap. The inflows suggest a longer-term institutional pivot to Ethereum as a treasury reserve asset, with firms like BitMine and SharpLink accumulating ETH reserves exceeding $29 billion.

While market volatility persists, the recent inflows into both Bitcoin and Ethereum ETFs indicate a strong institutional confidence in the cryptocurrency market. The data shows that ETFs are not speculative novelties but are becoming a significant driver of structural price trends. Sustained inflows could absorb supply shocks and push prices higher, while extended outflows risk a breakdown below support levels.

Conclusion

Ethereum and Bitcoin ETFs continue to attract institutional interest, with significant inflows reported despite market declines. The robust network activity and growing corporate treasury adoption of Ethereum highlight its potential as a long-term treasury asset. The recent inflows suggest that ETFs will play a crucial role in defining the price action for both cryptocurrencies in the coming years.

References:

[1] https://en.coinotag.com/ethereum-etf-inflows-of-287-6m-may-signal-renewed-investor-confidence-as-network-activity-remains-robust/
[2] https://www.tradingnews.com/news/bitcoin-etf-inflows-reshape-market-as-ibit-surpasses-coinbas-holdings