🟣 Spot Ether ETFs Are Crushing Bitcoin — $1.8B vs. $171M in Inflows

[AIcash]

If you thought Bitcoin ETFs were the star of TradFi adoption, think again. Over the past five trading days, spot Ether ETFs have absolutely outpaced their Bitcoin counterparts by more than 10x.

The Numbers Don’t Lie

Since Aug. 21:

🟣 Ether ETFs: $1.83 billion inflows

🟠 Bitcoin ETFs: $171 million inflows

Wednesday alone:

🟣 9 ETH funds → $310.3M inflows

🟠 11 BTC funds → $81.1M inflows

ETH also recovered faster this week:

ETH +5% from Tuesday low

BTC +2.8% from same period

Anthony Sassano summed it up: “Brutal.”

Institutional Tilt Toward ETH

Total ETH ETF inflows since July: nearly $10B

Aggregate inflows since launch (13 months): $13.6B

Compare: BTC ETFs (20 months running) = $54B total inflows

Investment advisers now dominate ETH ETF holdings → $1.3B exposure

Top holder: Goldman Sachs ($712M)

Why the Flip Toward ETH?

Policy shift: The GENIUS Act (first federal stablecoin law, signed July) turbocharged the Ethereum narrative.

Stablecoins + RWAs: Ethereum already owns the lion’s share of both markets.

Narrative: Jan van Eck calls ETH “the Wall Street token” — and the money flow seems to agree.

Price Check

ETH: $4,560 (–1.2% daily)

BTC: $113,234 (slightly green, but lagging ETH’s bounce)

The Takeaway

For the first time, Ethereum is dominating TradFi inflows head-to-head against Bitcoin. If this pace continues, ETH ETFs could rival BTC’s growth trajectory in a fraction of the time.

Ethereum isn’t just competing anymore — it’s positioning itself as the financial system’s preferred settlement layer.

[Nahid10]

This feels like the moment where Ethereum finally breaks free from the “second place” narrative. For years BTC was the only real institutional play, but these numbers show TradFi is starting to view ETH as core infrastructure, not just a speculative asset. The GENIUS Act basically forced banks to think about stablecoins — and once you do that, it’s impossible to ignore Ethereum since it already clears the vast majority of stablecoin and RWA volume. If Goldman is sitting on $700M+ in ETH exposure, you can bet the rest of Wall Street won’t be far behind.

[jacson4]

The ETH ETF inflow dominance is massive, but what excites me most is the why. This isn’t about hype — it’s about utility. BTC has the “digital gold” meme, but ETH has actual throughput in stablecoins, DeFi, and tokenized treasuries. That’s why inflows flipped so aggressively once the stablecoin law dropped. $10B in ETH ETFs in just a few months vs $54B in BTC ETFs over almost 2 years tells you institutions see where the future rails are being built. If this trend sticks, ETH may not just follow BTC’s trajectory — it could overtake it in narrative importance for TradFi.