Bitcoin News Today: "Ethereum ETFs Surge Unchallenged-Bitcoin's Correction Shadow Looms"

Bitcoin and Ethereum have experienced distinct ETF-driven price dynamics in 2025, with Ethereum's rally trailing Bitcoin's by approximately six months. Ethereum's spot ETF inflows surged from $0.4 billion in mid-June to $2.27 billion by August, propelling its price from ~$1,519 to ~$4,739-a 215% gain. This outperformed Bitcoin's 198% gain during its earlier ETF cycle, though Bitcoin's peak inflows ($3.38 billion in late 2024) were larger due to its higher assets under management (AUM). By mid-August 2025, Ethereum ETFs held 6.3 million ETH (~5.1% of circulating supply), compared to Bitcoin's 1.292 million BTC (~6% of circulating supply) .

Bitcoin's price trajectory was marked by two ETF-driven waves: an early 2024 surge fueled by $2.27 billion in inflows and a late 2024 rally driven by a record $3.38 billion inflow. However, Bitcoin's corrections coincided with ETF outflows. For instance, sustained outflows of $812 million in April 2025 led to a 20% price drop to ~$84,000. In contrast, Ethereum's ETF inflows have remained uninterrupted for 14 consecutive weeks, with no signs of the "exhaustion phase" that historically signaled Bitcoin's tops .

The divergence in sensitivity to ETF flows underscores a key risk for Ethereum. While Bitcoin's peaks often followed multi-week outflows, Ethereum has yet to face a sustained outflow period. Analysts warn that if Ethereum ETF inflows reverse, it could trigger a sharp pullback, mirroring Bitcoin's pattern. For example, Bitcoin's 2025 all-time high of $124,474 coincided with inflows dwindling to ~$0.1–0.3 billion per week, suggesting that inflow cessation often precedes market tops .

Meanwhile, altcoin markets are showing early signs of a potential "altcoin season," with the TOTAL3 index (excluding Bitcoin and Ethereum) forming a "Cup & Handle" pattern. If this pattern confirms, the altcoin market cap could surge to $4.37 trillion-a 290% increase from current levels. Coins like Solana, XRP, and Dogecoin are highlighted as potential beneficiaries. Dogecoin, currently trading near $0.26, faces critical resistance at $0.27 and $0.30. A breakout above these levels could trigger a rally to $0.45, driven by ETF momentum and institutional adoption, such as the REX-Osprey Dogecoin ETF's $20 million inflow in two weeks .

Technical analysis of Dogecoin reveals a mixed outlook. While the price holds above its 200-day moving average ($0.22), recent whale activity-40 million DOGE offloaded by large holders-has capped upside potential. A daily close above $0.24 is seen as a key catalyst, potentially opening the path to $0.255 and beyond. Conversely, a breakdown below $0.23 would expose the 200DMA as a critical support level . The broader market context, including a drop in Bitcoin's dominance to ~59%, further supports altcoin rotation .

Investors are advised to monitor ETF flows, trading volumes, and institutional allocations as key indicators. For Bitcoin and Ethereum, sustained inflows remain critical to maintaining upward momentum, while altcoins like Dogecoin require confirmation of breakout levels to validate bullish scenarios. The interplay between ETF demand and technical resistance will likely dictate short- to medium-term price trajectories across the crypto market .

Source: [1] Tracking ETF Inflows Against ETH and BTC Price Moves (https://dune.com/hildobby/eth-etfs)

[2] Bitcoin ETF Inflows Boost Market as Bitcoin Posts (https://en.cryptonomist.ch/2025/10/06/bitcoin-etf-inflows-boost-market/)

[3] Altcoin Season 2025 Will Be Bigger Than 2021 (https://coinpedia.org/news/altcoin-season-2025-will-be-bigger-than-2021-heres-why/)

[4] Dogecoin Eyes 80% Rally as ETF Momentum and Technical (https://www.fxleaders.com/news/2025/10/03/dogecoin-eyes-80-rally-as-etf-momentum-and-technical-breakout-signal-path-to-0-45/)

[5] DOGE Holds Above 200DMA, Breakout Needs Daily Close Through (https://finance.yahoo.com/news/doge-holds-above-200dma-breakout-061445480.html)

[6] Altcoin Market Cap Hits ~$1.15T (https://coinfomania.com/altseason-ethereum-bitcoin-dominance-2025/)

[7] DOGE Analysis: Technical Breakout Setup as Price (https://blockchain.news/news/20251005-doge-analysis-technical-breakout-setup-as-price-holds-above-key)