Ethereum is quietly entering the phase that Bitcoin just exited — and very few are paying attention.
Spot Ethereum ETFs saw $240M in net inflows yesterday, outperforming Bitcoin’s $164M.
That marks 18 consecutive days of positive flows — a streak even Bitcoin didn’t sustain this long.
This isn’t just short-term momentum.
It’s structural.
-> BlackRock led the charge with $163M into ETHA
-> Fidelity, Bitwise, and Grayscale followed with consistent inflows
-> $ETH derivatives volume topped $106B, outpacing Bitcoin’s $80B
-> Meanwhile Ethereum’s Pectra upgrade is quietly making L2s faster and cheaper
At the same time, regulators are signaling a shift.
SEC Chair Paul Atkins openly endorsed the right to self-custody, calling it a “foundational American value.”.
That may sound symbolic — but it’s not.
It’s a green light for protocols that empower users through DeFi, staking, and Ethereum’s ecosystem.
We’re seeing a perfect storm:
+ Institutional validation via ETFs
+ Regulatory tone warming toward DeFi
+ A massive yield and dev ecosystem BTC doesn’t have
+ ETH/BTC pair showed strength.
Most are still framing $ETH as "the laggard."
But what if it's just entering the repricing phase $BTC went through post-ETF?
This isn’t just catch-up.
It’s Ethereum transitioning from a tech asset to a macro one, with the infrastructure, liquidity, and legitimacy to back it up.
And the flows are telling you that revaluation has already started.