#主流币轮动上涨

Ethereum ETF net inflow exceeds $1 billion for the first time, inclusion of cryptocurrency assets in 401(k) retirement plans may accelerate capital entry

On August 11, the net inflow of Ethereum ETF exceeded $1 billion for the first time, indicating that institutional confidence in the Ethereum ecosystem continues to strengthen. Among them, BlackRock's ETHA and Fidelity's FETH performed outstandingly, attracting $640 million and $277 million in capital inflow, respectively, dominating the market.

Ryan Lee, chief analyst at Bitget Research Institute, stated that there are two core factors driving this trend:

• Ethereum's central position in DeFi and Web3;

• The latest CPI data from the United States rose by 2.8% year-on-year, and the expectation of slowing inflation has increased the possibility of interest rate cuts, thereby stimulating the rise of risk assets, including cryptocurrencies.

Ryan further pointed out that this is not only a short-term boost to market sentiment but also a brewing structural benefit. Former President Trump recently signed an executive order allowing the allocation of cryptocurrency assets in 401(k) retirement plans, a measure that is expected to significantly change the flow of capital in the long term. The opening of tax-advantaged accounts will provide a new channel for retail and institutional investors to enter the cryptocurrency market.

Meanwhile, companies like BitMine continue to increase their allocation of cryptocurrency assets (currently holding 1.15 million ETH), which further confirms the importance of cryptocurrency assets in corporate financial strategies.