Bitget Research Institute: The net inflow of Ethereum ETFs has surpassed $1 billion for the first time, and the inclusion of crypto assets in 401(k) retirement plans may accelerate capital entry.

According to news from Coin World, the net inflow of Ethereum ETFs has surpassed $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 attracted inflows of $640 million and $277 million, respectively, dominating the market. Ryan Lee, chief analyst at Bitget Research Institute, stated that the core factors driving this trend include Ethereum's central role in DeFi and Web 3, as well as the latest CPI data from the U.S. showing a year-on-year increase of 2.8%. The expectation of slowing inflation has increased the likelihood of interest rate cuts, which in turn has stimulated the rise of risk assets, including cryptocurrencies. Ryan pointed out that this is not only a short-term boost in market sentiment but also a brewing structural benefit. Recently, President Trump signed an executive order allowing the allocation of cryptocurrency assets in 401(k) retirement plans, which is expected to significantly change capital flows in the long term. The opening of tax-advantaged accounts will provide a new channel for retail and institutional investors to enter the crypto market. At the same time, companies like BitMine continue to increase their allocation of crypto assets (currently holding 1.15 million ETH), further confirming the importance of crypto assets in corporate financial strategies.