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US investors poured over $2.4 billion into spot Ether exchange-traded funds (ETFs) over six consecutive trading days, outpacing
ETFs by more than 200% during the same period, according to Farside Investors. This marks the first extended outperformance of Ether ETFs over Bitcoin since the launch of crypto-based ETFs in the US. The inflows reflect a shift in institutional capital toward Ethereum’s ecosystem, with BlackRock’s iShares ETF (ETHA) capturing 75% of the total Ether ETF inflow at $1.79 billion. became the third-fastest ETF to reach $10 billion in assets under management in 251 trading days, while Fidelity’s Ethereum Fund (FETH) set a new inflow record on Thursday with $210 million [1].The surge coincided with increased corporate adoption of Ethereum.
purchased $2 billion worth of ETH in 16 days, becoming the largest corporate holder, while companies collectively hold 2.31 million ETH—1.91% of the circulating supply, per Strategic Ether Reserves. CEO Michael Novogratz predicted ETH could hit $4,000 within six months, citing supply shocks from large institutional purchases by firms like [1].Bitcoin ETFs, however, experienced a $131 million net outflow on July 28, ending a 12-day streak of inflows. Analysts at Swissblock noted this as part of a broader trend where Ethereum is “rotating into leadership” as the crypto cycle progresses [1]. While Bitcoin’s price rose 11% in five days to $95,000, Ethereum’s post-merge efficiency gains and layer-2 innovations appear to be drawing institutional capital away from Bitcoin’s traditional dominance [3].
The six-day Ether ETF outperformance highlights growing confidence in Ethereum’s utility-driven narrative. Farside Investors reported that Ether ETFs outpaced Bitcoin ETFs daily during the period, with Bitcoin ETFs collectively inflating by just $827 million compared to Ether’s $2.39 billion [1]. This divergence contrasts with 2024, when Bitcoin ETFs dominated inflows.
Mitrade analysts project Ethereum’s price could reach $4,000 by 2026 and $7,000 by 2040, driven by EIP-4844 upgrades and DeFi adoption [3]. Meanwhile, Bitcoin’s recent outflow raises questions about whether Ethereum’s technical upgrades and regulatory clarity are outweighing Bitcoin’s first-mover advantage in the eyes of institutional investors.
The shift is not yet a long-term trend. Blockscholes research noted Bitcoin ETFs still saw $342.2 million in outflows during a recent week, ending a 15-day inflow streak. Analysts caution that Ethereum’s six-day lead could reflect temporary capital rotation rather than a structural reallocation, emphasizing Bitcoin’s enduring role as a digital reserve asset unless Ethereum sustains innovation and utility gains [5].
Sources: [1] https://cointelegraph.com/news/us-ether-etfs-flip-bitcoin-counterparts-6-days-in-a-row [2] 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 [3] https://www.mitrade.com/insights/news/live-news/article-3-978244-20250723 [5] https://www.blockscholes.com/research

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