Ethereum News Today: Spot Ethereum ETFs Surge to $533.87M Inflows 13-Day Streak Boosts AUM to $19.85B 4.44% Market Cap Share

Spot Ethereum ETFs have drawn a record $533.87 million in net inflows on a single day, extending their consecutive inflow streak to 13 trading days and propelling total assets under management (AUM) to $19.85 billion [1]. This marks a pivotal moment for Ether ETFs, which now represent 4.44% of Ethereum’s market capitalization. BlackRock’s iShares Ethereum Trust (ETHA) led the surge, capturing $426.22 million in daily inflows, while Fidelity’s FETH added $35 million. Cumulative inflows since July 2 have surpassed $8.32 billion, signaling growing institutional confidence in Ethereum amid a declining Bitcoin dominance [2].

The sustained inflow trend reflects a strategic shift in institutional crypto portfolios. Analysts attribute the momentum to Ethereum’s expanding utility and favorable macroeconomic conditions. Vincent Liu of Kronos Research emphasized that the 13-day streak indicates "institutional conviction rather than speculative trading," noting that Ethereum’s market share gains could outpace Bitcoin’s in the coming months [3]. Matt Hougan of Bitwise highlighted a key disparity: despite Ethereum’s market cap being 19% of Bitcoin’s, its ETF assets remain at just 12% of Bitcoin ETFs. He projected that Ethereum ETFs, alongside corporate ETH holdings, could drive demand for approximately 5.33 million ETH ($20 billion) over the next year—far exceeding Ethereum’s projected supply of 0.8 million ETH during the same period [4].

The inflow surge has coincided with broader market dynamics. Ethereum ETFs recorded a record $726.74 million inflow on July 16 and another $602.02 million on July 18, the second-largest in the product’s history [5]. Meanwhile, spot Bitcoin ETFs posted $67.93 million in net outflows on July 23, with Bitwise’s BITB and Ark’s ARKB leading withdrawals at $42.27 million and $33.18 million, respectively [6]. This capital rotation underscores institutional rebalancing rather than sector-wide weakness. Lookonchain data also revealed 76,987 ETH ($285 million) withdrawn from Kraken, indicating accumulation trends beyond ETF flows [7].

The implications for Ethereum’s price trajectory remain significant. With projected demand outpacing supply by sevenfold, sustained inflows could amplify upward price pressure. Hougan argued that institutional underweighting of Ethereum compared to Bitcoin presents a correction opportunity, while Liu stressed the role of macroeconomic stability in sustaining the inflow trend. Since July 2, Ethereum ETFs have accumulated over $4 billion in net inflows, positioning the asset as a complementary pillar in diversified crypto portfolios.

As the market evolves, Ethereum’s ETF momentum aligns with broader tokenization and DeFi adoption. Major asset managers are experimenting with tokenized government securities on public blockchains, enhancing liquidity and settlement efficiency. These developments suggest Ethereum’s institutional adoption could mirror Bitcoin’s trajectory, albeit with distinct regulatory and use-case advantages.

Source:

[1] [Spot Ether ETFs Add $533M, Extend 13-Day Inflow Streak] (https://cointelegraph.com/news/spot-ether-etfs-hit-533m-inflows-extend-13-day-streak)

[2] [Spot Ether ETFs See $533M Inflows, Extend Streak to 13...] (https://coincentral.com/spot-ether-etfs-see-533m-inflows-extend-streak-to-13-sessions/)

[3] [Spot Ether ETFs Hit $533.87M Inflows, 13-Day Streak...] (https://www.ainvest.com/news/ethereum-news-today-spot-ether-etfs-hit-533-87m-inflows-13-day-streak-surpasses-4-0b-bitcoin-dominance-fades-2507/)

[4] [BNB hits all-time high as altcoin season heats up; Ethereum...] (https://www.equiti.com/sc-en/news/crypto-hub/bnb-hits-all-time-high-as-altcoin-season-heats-up-ethereum-etf-inflows-surpass-4b/)

[5] [Ethereum in the Green for 13 Days: Institutions Are Pouring In] (https://www.cointribune.com/en/13-consecutive-days-in-the-green-ethereum-triggers-an-institutional-rush/)

[6] [Spot Ether ETFs Attract $533M, Extend 13-Day Inflow...] (https://www.zerohedge.com/crypto/spot-ether-etfs-attract-533m-extend-13-day-inflow-streak-over-4b)

[7] [Seraph Season 3 and Binance Alpha Launch] (https://www.coinlive.com/news/seraph-season-3-and-binance-alpha-launch-performance-report)