Is the market stepping away from Bitcoin?
Key Takeaways
Содержание статьи:
Why is Ethereum gaining attention from institutional investors?
Because ETH fund holdings surged 145% after spot ETF approvals and growing DeFi interest.
How does Ethereum compare to Bitcoin in recent institutional inflows?
While Bitcoin inflows were steady, Ethereum saw an explosive $6B ETF surge.
Over the past year, institutional inflows into Ethereum [ETH] have jumped by a massive 145%, easily outpacing Bitcoin’s [BTC] numbers.
With spot altcoin ETFs on the way and growing interest in decentralized finance (DeFi), investors appear to be shifting focus.
This time, it looks like Ethereum could be taking the lead.
Big bets on Ethereum’s next chapter
Data from CryptoQuant showed a clear turning point in institutional behavior.
Source: CryptoQuant
Bitcoin fund holdings climbed gradually from 1.0 million to 1.3 million BTC over the past year — steady, but measured.
Ethereum, on the other hand, saw fund holdings soar from 2.8 million to 6.9 million ETH, a massive 145% jump.
Source: CryptoQuant
The surge started after the summer 2025 spot ETH ETF approvals. New products and growing DeFi use pushed investors to shift from Bitcoin to Ethereum’s faster-growing ecosystem.
A closer look
Source: SoSoValue
Bitcoin ETFs saw consistent inflows through most of 2024, adding $3.77 billion in October and lifting total assets to nearly $144 billion. However, while BTC’s net inflows were steady, Ethereum’s were explosive.
Source: SoSoValue
After the July 2025 spot ETF approvals, ETH ETFs recorded a massive $6 billion surge, pushing total assets to around $26 billion at a price near $3,800.
BTC/ETH pair shows signs of strength
AMBCrypto previously reported that Ethereum has been showing notable resilience against Bitcoin despite BTC’s strong early Q4 rally.
At the time, ETH was holding a 7.02% net gain versus Bitcoin’s 4.34%, with the ETH/BTC ratio rebounding nearly 9% off its lows near 0.03.
That strength seems to be continuing. After dipping to around 0.034 BTC earlier this month, the pair has now recovered to 0.0366 BTC. Higher trading volumes support the numbers.
Source: TradingView
With BlackRock reportedly accumulating ETH and on-chain stablecoin inflows adding over $3 billion, the setup indicates sustained institutional rotation that could favor Ethereum in the weeks ahead.
Next: Synthetix [SNX] gains 25% with $57 mln inflow: Are investors turning greedy?
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