Ethereum ETF net inflows surge, hiding potential for a rise in 2025!
Matrixport's latest data shows that recent demand for Ethereum ETFs has exploded, with a total net inflow of up to $1.8 billion over the past 12 days, and there has never been a single day of net outflow. Among this, the number of days with daily inflows exceeding $300 million has reached three, clearly indicating that market funds are flowing back into the Ethereum sector.
Inflow scale: A comparison of Ethereum and Bitcoin
After adjusting for market capitalization, this capital flow is equivalent to nearly $1.2 billion in daily net inflows for Bitcoin, making Ethereum ETFs the new focus of market attention. Ethereum's market capitalization is about a quarter of Bitcoin's, and the current capital flow ratio far exceeds expectations, which may reflect a deeper adjustment in capital allocation.
Signals behind the capital inflow
1. Market optimism for 2025: The continued capital injection into ETFs indicates that investors are confident about long-term performance in the future. This coincides with the start of the new fiscal year for U.S. mutual funds on December 1, suggesting that mainstream institutions may be repositioning.
2. Reallocation of funds: As a core asset of DeFi and smart contracts, Ethereum's application scenarios are becoming increasingly rich, which may drive the expansion of the market and a reallocation of funds.
3. Spillover effect from Bitcoin: As the hype around Bitcoin ETFs wanes, Ethereum is gradually becoming the new darling of investors, and market recognition of its diverse applications and technological upgrades is gradually emerging.
The price trend of Ethereum in 2025 is worth looking forward to
If this demand for capital continues, Ethereum's performance in 2025 is expected to receive a significant boost. With ecosystem upgrades, technological evolution, and increased institutional attention, Ethereum may gradually break away from the role of "following Bitcoin" and shape its own bull market logic.
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