ETHEREUM IGNITES $3-BILLION FRENZY, LEAPS PAST BITCOIN IN SHOCK UPTAKE
ETH's surge isn't just a rally—it's a full-blown market coup.
THE NUMBERS DON'T LIE
A nearly $3-billion injection catapults Ethereum past Bitcoin, flipping the crypto hierarchy on its head. No slow grind here—just pure, adrenaline-fueled capital momentum.
BEHIND THE GREEN CANDLES
Investor frenzy isn't accidental. Smart money's pivoting from ‘digital gold’ to ‘programmable value,’ betting big on utility over store-of-value narratives. And the whales? They’re loading up—fast.
BITCOIN'S CROWN SLIPS
While Bitcoin chugs along like a steady blue-chip, Ethereum’s firing on all cylinders—DeFi, NFTs, layer-2s. It’s not just an asset; it’s an ecosystem eating the world. Or at least, the crypto part of it.
THE AFTERSHOCK
Traders scramble, portfolios rebalance, and Bitcoin maxis sweat. One thing’s clear: in crypto, today’s king is tomorrow’s footnote—unless you’re bag-holding, of course. Typical.
Concentrated Flows From A Single Product
Based on reports from CoinShares, almost all of the inflows came through one provider. The US accounted for $3.73 billion, almost the entire week’s total.
Canada added $33.7 million, Hong Kong close to $21 million, and Australia $12 million. By contrast, Brazil and Sweden recorded outflows of $10.6 million and $50 million.
Market participants say the bulk of the cash was funneled into a single iShares product, which helps explain how a relatively narrow set of flows moved overall AUM so sharply.
Ethereum Draws The Most Money
Ethereum attracted the lion’s share of last week’s inflows at $2.87 billion, or 77% of the total. That brings year-to-date net inflows into ETH to about $11 billion.
Ethereum now makes up nearly 30% of assets under management, versus Bitcoin’s 11.6%. Bitcoin’s weekly intake was $552 million.
Other moves included Solana taking $176.5 million and XRP adding $126 million, while Litecoin and Ton showed small outflows of $0.4 million and $1 million, respectively. These numbers point to a clear shift in where institutional money is parked this week.
Reports have disclosed that more than 16 companies have added ethereum to their balance sheets, according to CryptoQuant.
Together they hold about 2.45 million ETH, valued at roughly $11 billion, and those coins are effectively out of circulation while locked in treasuries or cold storage.
It’s worth noting that Ethereum does not have a fixed supply like Bitcoin; about one million ETH was added to supply last year, and supply dynamics can vary with network activity.
Futures open interest sits NEAR $38 billion, a sizeable figure that raises the chance of swift price moves when positions are closed.
Large, concentrated holders and sudden shifts in futures positions have shown they can push prices sharply in either direction.
For now, this is a flow-driven event more than a broad retail surge. If the same product keeps taking in large sums, it will keep adding upward pressure.
At the same time, thin liquidity and big positions can flip gains into losses fast. Investors and traders should keep an eye on weekly fund flows, futures open interest, and on-chain movements to see whether the trend spreads beyond a few big buyers.
Featured image from Meta, chart from TradingView
