Ether to show Bitcoin 'leadership' as BTC ETFs lose $285M: Research

Key points:

  • US spot ETF flows show Ether coming out on top against Bitcoin this week.
  • Institutional capital is “rotating” into ETH, Swissblock says — a move that has implications beyond the short term.
  • Ether could emerge as the next crypto bull market leader.

Ether (ETH) is “rotating into leadership” as Bitcoin (BTC) swaps gains for consolidation, new research concludes.

Crypto market insight firm Swissblock said Thursday that institutional investors are now choosing ETH over BTC this bull market.

ETH edges ahead in crypto ETF battle

Inflows into the US spot crypto exchange-traded funds (ETFs) reveal a turnaround in investor behavior, Swissblock argues.

The Ether ETFs, which now regularly see daily net inflows of more than $500 million, are stealing the spotlight from their older BTC-denominated cousins

“Spot ETF flows are telling a new story,” the research summarized

“While Bitcoin cools off, Ethereum is stepping into the spotlight. Capital is rotating, and the implications are structural — not just speculative.”

US spot Bitcoin ETF netflows (screenshot). Source: Farside InvestorsThis week’s market volatility has resulted in diverging ETF treatment by institutions. Ether ETF flows have remained positive, contrasting with three consecutive “red” days for the Bitcoin ETFs totaling around $285 million, per data from UK investment firm Farside Investors.

Swissblock summarized the situation with the phrase, “ETH flows are accelerating. BTC flows are stabilizing.”

“ETH Spot ETFs just posted their largest sustained inflows since launch,” it commented

“We’ve moved from Disbelief—institutions waiting on the sidelines—to Conviction, where flows now align with rising Impulse. ETF demand and structural momentum are syncing. The rotation engine is active. ETH is leading.”

US spot Ether ETF netflows. Source: Swissblock/X## Ether performance “not just about price”

As Cointelegraph reported, the slowdown in BTC price expansion has allowed altcoins to catch up, with investors seeking to chase gains elsewhere.

Related: Bitcoin due 'massive short squeeze' as BTC dominance bounces to 62%

BTC/USD remains stuck under $120,000, data from Cointelegraph Markets Pro and TradingView shows, with the level proving difficult to flip to definitive support. Some forecasts are already calling for a retracement toward $110,000.

BTC/USD 4-hour chart. Source: Cointelegraph/TradingViewSwissblock sees the status quo continuing to flip in Ether’s favor.

“This is not just about price — it’s about capital behavior,” it concluded.

“ETF demand confirms what we’re seeing in momentum & structure: ETH is rotating into leadership as the next leg of the cycle unfolds.”

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.

  • #Bitcoin
  • #Ethereum
  • #Markets
  • #Market Analysis
  • #Ethereum ETF
  • #Bitcoin ETF Add reaction
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