Ethereum News Today: Ether ETFs Outpace Bitcoin for 6 Days, $2.39B Inflow vs. $827M

Generated by AI AgentCoin World
Friday, Jul 25, 2025 2:27 am ET1min read
Aime RobotAime Summary

- U.S. investors injected $2.39B into Ether ETFs for six days, surpassing Bitcoin ETFs’ $827M inflow, signaling a strategic shift toward Ethereum’s ecosystem driven by regulatory clarity and DeFi growth.

- BlackRock’s ETHA captured 75% of Ether ETF inflows, reaching $10B AUM in 251 days, while Fidelity’s FETH hit a $210M single-day record amid rising institutional demand.

- BitMine’s 16-day $2B ETH accumulation and Michael Novogratz’s $4,000 ETH price prediction highlight Ethereum’s role as a supply shock creator, contrasting Bitcoin ETFs’ $131M net outflow.

- Ethereum’s 1.4% “lost supply” and EIP-4844 upgrades bolster scarcity narratives, though analysts caution Bitcoin remains the dominant store of value amid evolving regulatory and technical risks.

U.S. investors injected more capital into spot Ether exchange-traded funds (ETFs) than their

counterparts for six consecutive trading days, marking a rare reversal in institutional cryptocurrency allocations. According to Farside Investors, Ether ETFs recorded a net inflow of $2.39 billion during the period, significantly outpacing Bitcoin ETFs’ $827 million net inflow [1]. This trend reflects a strategic shift in capital toward Ethereum’s ecosystem, driven by regulatory clarity, product innovation, and growing demand for its layer-2 solutions and decentralized finance (DeFi) infrastructure.

BlackRock’s iShares

ETF (ETHA) emerged as the primary beneficiary, capturing $1.79 billion in net inflows—nearly 75% of the total Ether ETF inflow—during the six-day span. reached $10 billion in assets under management in 251 trading days, becoming the third-fastest ETF to achieve this milestone. Meanwhile, Fidelity’s Ethereum Fund (FETH) saw its highest single-day inflow of $210 million on July 25, 2025, surpassing its prior record by 4% [1].

The surge in Ethereum demand coincided with a 16-day $2 billion ETH accumulation by

Technologies, which now holds 1.91% of Ethereum’s circulating supply. Institutional buyers are increasingly viewing Ethereum as a supply shock creator, with CEO Michael Novogratz predicting ETH could reach $4,000 and outperform Bitcoin over the next six months [1]. Novogratz cited large-scale corporate purchases by BitMine and as catalysts for this dynamic.

This shift contrasts with Bitcoin ETFs, which ended a 12-day inflow streak on July 21 with a $131 million net outflow [1]. Swissblock research noted that Ethereum is “rotating into leadership as the next leg of the cycle unfolds,” highlighting a broader market rotation toward smaller-cap crypto assets and Ethereum’s ongoing upgrades, such as EIP-4844 [1].

Analysts emphasize that Ethereum’s “lost supply”—913,111 ETH representing 1.4% of total supply—could enhance its scarcity narrative, compounding demand from ETFs [2]. However, experts caution the trend does not signal permanent dominance for Ethereum. Bitcoin remains the primary store of value, while Ethereum’s performance hinges on regulatory developments and technical progress. The market’s next focus includes Ethereum upgrades and structured products, which could further diversify institutional participation.

Source: [1] [Ether ETFs Outpace Bitcoin for 6 Straight Days](https://cointelegraph.com/news/us-ether-etfs-flip-bitcoin-counterparts-6-days-in-a-row?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound) [2] [Ethereum's Lost Supply Reaches a Staggering 913,111 ETH](http://www.msn.com/en-us/money/markets/ethereum-s-lost-supply-reaches-a-staggering-913-111-eth/ar-AA1J07hK?apiversion=v2&batchservertelemetry=1&domshim=1&noservercache=1&noservertelemetry=1&ocid=finance-verthp-feeds&renderwebcomponents=1&wcseo=1)

Comments



Add a public comment...
No comments

No comments yet