Ethereum News Today: Ether ETFs Attract 189% More Inflow Than Bitcoin in Six Days Amid Institutional Shift

U.S. investors redirected capital toward Ether-based exchange-traded funds (ETFs) for six consecutive trading days, marking a rare reversal of the traditional Bitcoin-led inflow trend in the cryptocurrency market. During this period, spot Ether ETFs attracted a net inflow of $2.39 billion, significantly outpacing the $827 million net inflow into Bitcoin ETFs, according to Farside Investors. The shift, driven by growing institutional interest in Ethereum’s ecosystem, highlighted a temporary recalibration of risk appetite and speculative positioning among crypto-focused investors [1].

BlackRock’s iShares Ethereum ETF (ETHA) emerged as the largest beneficiary, securing $1.79 billion in inflows—accounting for 75% of the total Ether ETF inflow—over the six-day period. This surge propelled ETHA to the third-fastest ETF to reach $10 billion in assets under management, achieved in 251 trading days. Meanwhile, Fidelity’s Ethereum Fund (FETH) set a new single-day record with a $210 million inflow, surpassing its previous benchmark by 4% [1].

The trend coincided with corporate activity in Ethereum holdings. BitMine Immersion Technologies, now the largest corporate ETH holder, acquired $2 billion worth of Ether in 16 days. Strategic Ether Reserves data revealed that companies collectively hold 2.31 million ETH, or 1.91% of the circulating supply. Analysts attributed this to Ethereum’s perceived role in decentralized finance (DeFi) and smart contract innovation, contrasting with Bitcoin’s more static value proposition [1]. Galaxy Digital CEO Michael Novogratz forecasted ETH could reach $4,000 within six months, noting supply shocks from corporate purchases could further boost its price [1].

The reversal temporarily disrupted Bitcoin’s inflow momentum. U.S. Bitcoin ETFs, which had seen a 12-day inflow streak, recorded a $131 million net outflow on July 7, marking their first withdrawal since late June. Swissblock research suggested Ethereum could cement its leadership in the next market cycle, reflecting a broader rotation into risk-on crypto assets [1].

While the six-day flip signaled shifting priorities, experts caution against interpreting it as a permanent realignment. Bitcoin’s price resilience—surging 11% to $95,000 over five days—suggests its dominance remains intact. Ethereum’s performance, however, underscores its appeal to investors seeking exposure to blockchain innovation. The ETF outflows for Bitcoin followed historical patterns, where short-term corrections often precede renewed buying interest [1].

Market observers emphasize that Ethereum’s network upgrades and DeFi applications provide distinct value propositions compared to Bitcoin’s store-of-value narrative. Novogratz highlighted that large-scale ETH purchases by firms like BitMine and SharpLink Gaming could reduce circulating supply, creating upward pressure on price. Yet, projections such as ETH hitting $4,000 by 2026 remain speculative, with no immediate catalysts confirmed [2].

The ETF-driven capital reallocation also reflects macroeconomic dynamics, including cross-border investment flows influenced by U.S. dollar strength. However, no direct link was established between currency movements and the ETF activity. Institutional adoption of ETFs as crypto investment vehicles continues to accelerate, with U.S. Bitcoin ETF inflows for 2025 already surpassing 2024 totals [3].

Cathie Wood’s ARK Invest, which previously championed Bitcoin ETFs, has not publicly adjusted its stance despite the shift. The firm’s recent partnership with an Ethereum infrastructure developer hints at cautious optimism but does not signal a strategic pivot. Investors are likely to monitor on-chain metrics, regulatory developments, and Bitcoin’s price behavior to gauge the sustainability of the current trend [4].

Source:

[1] [Research - blockscholes] [https://www.blockscholes.com/research]

[2] [Ethereum Price Prediction Strong, But Bitcoin Solaris $1 ... - Mitrade] [https://www.mitrade.com/insights/news/live-news/article-1-985965-20250725]

[3] [Japanese Yen retreats further from two-week high against ... - Mitrade] [https://www.mitrade.com/insights/news/live-news/article-1-985965-20250725]

[4] [Cathie Wood's Ark Bets on Tom Lee's Ether Treasury Firm BitMine - Bloomberg News] [https://www.advisorperspectives.com/firm/bloomberg-news]