Bitcoin News Today: Ether ETFs Draw $500M Daily Inflows as Bitcoin ETFs Lose $285M, Swissblock Notes Structural Shift

Ether is emerging as a dominant force in US spot ETF flows, surpassing Bitcoin in attracting institutional investment, according to Swissblock Research [1]. The firm’s analysis indicates a structural shift in capital allocation, with Ethereum (ETH) ETFs consistently drawing daily net inflows exceeding $500 million since July 24, 2025, while Bitcoin (BTC) ETFs have recorded three consecutive days of net outflows totaling approximately $285 million [1]. This trend reflects broader institutional confidence in Ether, driven by its perceived momentum and structural advantages over Bitcoin, which faces consolidation near the $120,000 level [1].

Swissblock attributes the shift to evolving investor behavior, emphasizing that Ether’s ETF inflows are not merely speculative but indicative of a strategic repositioning by institutions [1]. The research highlights that Ether’s sustained momentum is outpacing Bitcoin’s stagnation, with ETF demand aligning with rising market impulse and signaling a transition from skepticism to conviction [1]. This divergence underscores a critical realignment in crypto portfolio strategies, as Ether’s structural factors—such as its role in decentralized finance (DeFi) and enterprise adoption—position it as a foundational asset in the next market cycle [1].

The capital rotation from Bitcoin to Ether is reshaping the crypto landscape. While Bitcoin’s price action remains constrained by resistance levels, Ether’s ETF inflows suggest it is capturing institutional interest that Bitcoin is failing to retain [1]. Swissblock notes that this trend is “not just about price—it’s about capital behavior,” emphasizing that ETF flows serve as a proxy for investor conviction and market structure [1]. Data from Cointelegraph Markets Pro and TradingView further supports this narrative, projecting potential retracement pressures for Bitcoin toward $110,000, while Ether’s sustained inflows indicate resilience and growth potential [1].

The implications of this shift are profound. As institutional investors prioritize Ether over Bitcoin, market dynamics could evolve to favor ETH-linked assets, influencing liquidity, price discovery, and broader sentiment. Swissblock’s analysis describes this as a “rotation engine,” actively propelling Ether into a leadership role within crypto portfolios [1]. The firm anticipates that sustained inflows into Ether ETFs may redefine asset allocation strategies, with Ether potentially spearheading the next bull market phase [1].

For investors, the focus on ETF flow trends offers a critical lens into institutional behavior and market trajectories. The structural momentum behind Ether, distinct from transient price movements, could catalyze a reordering of the crypto hierarchy. As Swissblock observes, “ETH flows are accelerating. BTC flows are stabilizing,” highlighting Ether’s capacity to drive the next cycle of growth while Bitcoin remains in a consolidation phase [1].

Source: [1] [title] [https://en.coinotag.com/ether-could-potentially-lead-us-spot-etf-flows-as-bitcoin-faces-consolidation-swissblock-research-suggests/]