Ethereum News Today: Ethereum ETF Inflows Surpass Bitcoin for First Time in Key Shift

Ethereum ETF Inflows and Market Trends

The U.S. Ethereum spot ETF recorded a net inflow of $57.6 million on December 10, 2025, reflecting sustained institutional and retail demand for regulated exposure to blockchain assets. The Solana spot ETF also saw a net inflow of $4.9 million, according to Farside monitoring data. These inflows reinforce the trend of capital flowing into crypto-based ETFs, particularly as investors diversify their holdings beyond Bitcoin. The figures highlight growing confidence in Ethereum and Solana as part of a broader portfolio of digital assets.

Ethereum's inflows came as the network continues to attract attention for its role in decentralized finance and tokenization. Spot Ethereum ETFs have now seen a six-week high, with $177.64 million in inflows reported on Tuesday, according to SoSoValue data. This outpaced the $151.74 million flowing into Bitcoin ETFs, signaling a shift in investor sentiment toward altcoins. . Solana ETFs added $16.54 million in the same period, while XRP ETFs saw $8.73 million in inflows.

Ethereum's performance has been supported by both market dynamics and structural developments. The cryptocurrency traded at $3,329 as of the latest data, up 6.9% over 24 hours. Investors are viewing Ethereum not just as a speculative asset but as infrastructure, with staking-enabled products and tokenization trends gaining traction. This is reflected in prediction markets, where the probability of Ethereum reaching $4,500 now stands at 58%, up from below 30% at the start of the month.

How Markets Reacted

The inflows into Ethereum and Solana ETFs have had a visible impact on their respective markets. Ethereum's price rebound came amid a broader crypto market recovery, with Bitcoin and Ethereum both seeing renewed buying pressure following a Fed rate cut. The U.S. Federal Reserve cut rates by 25 basis points, bringing the federal funds rate to 3.50%-3.75%. However, the Fed's cautious tone-suggesting only one rate cut in 2026 and another in 2027-created mixed signals for investors, leading to temporary volatility.

Despite the Fed's move, Ethereum ETF inflows have continued to outperform Bitcoin ETFs. The Ethereum-focused products now hold $21.40 billion in assets, representing about 5% of the token's $400 billion market cap. This growth has been driven by institutional investors who are increasingly viewing Ethereum as more than just an asset. According to Rachel Lin of SynFutures, institutions are treating Ethereum as foundational infrastructure for decentralized applications and tokenization efforts. This structural rotation is being driven by a broader desire to diversify crypto portfolios and capture long-term value.

What Analysts Are Watching

Market analysts are closely watching ETF inflows and Ethereum's price behavior to gauge broader investor sentiment. Matthew Hougan, CIO of Bitwise said that the recent expansion of major U.S. wirehouses like Morgan Stanley, UBS, and Wells Fargo into crypto ETFs is unlocking trillions of dollars in potential demand. This development could accelerate in 2026 as more products mature and regulatory clarity improves. Hougan expects the year to be a record for flows, driven by the growing accessibility of crypto products to traditional investors.

Ethereum's staking and tokenization features are also being highlighted as key drivers of institutional interest. BlackRock recently filed for a staked Ethereum trust ETF, the iShares Staked Ethereum Trust, which would allow investors to benefit from both price appreciation and staking rewards. This product is expected to be listed on the Nasdaq under the ticker ETHB. The move underscores Ethereum's growing appeal as a yield-generating asset in regulated markets.

At the same time, derivatives activity for Ethereum remains subdued. Despite price recovery, funding rates have not reached the levels seen during earlier bullish phases. This suggests that the rally is being driven more by spot accumulation than speculative leverage. If Ethereum can clear the $3,470 resistance level, which aligns with key moving averages, it could set the stage for a move toward $3,800. However, the market remains sensitive to macroeconomic conditions and resistance rejections.

Risks to the Outlook

While the current inflow trend is bullish, several risks could temper the momentum. Near-term macroeconomic uncertainty, particularly around U.S. employment and inflation data, could create volatility. Additionally, the Federal Reserve's cautious approach to rate cuts suggests that the broader market environment may remain constrained in the short term.

Regulatory developments also play a crucial role in shaping ETF inflows. BlackRock's staked Ethereum ETF filing is a positive sign, but the final approval and launch timeline remain key variables. Regulatory clarity-especially for staking and tokenization-will determine how quickly Ethereum ETFs can scale and attract larger institutional capital. In the absence of clear guidelines, some investors may remain cautious, particularly as the market is still relatively new and evolving.

Another factor is the performance of competing altcoins. While Ethereum remains the dominant altcoin in the ETF space, Solana and XRP are also gaining traction. Solana ETFs have seen $4.9 million in net inflows, with Bitwise's BSOL leading the way. This suggests that investors are not only diversifying across crypto but also across different blockchain platforms. The long-term success of Ethereum ETFs will depend on how effectively they can differentiate themselves and continue to innovate in areas like staking and tokenization.