DÉCADA DO ETHEREUM, TOM LEE BITCOIN,

Inflows into Ethereum ETFs are skyrocketing, attracting more corporate investment in the last six weeks than in the previous 12 months. In July, ETH-based products definitively outperformed BTC.

Corporate inflows are maintaining this dynamic, buying in the dip on a large scale and allowing ETH to enter new market niches. The immense commitments from BitMine have helped kickstart this process.

Ethereum: ETF of the month of July

Based on recent performance, Ethereum ETFs have received a lot of praise lately. They briefly outperformed Bitcoin-based products last month and are driving institutional inflows, but BTC ETFs generally have a larger market presence.

However, two analysts from Bloomberg contested this characterization of 'second best,' naming the entire category as their 'ETF of the Month' for July. After a slow start, Ethereum ETFs are finally reaching new heights, and these analysts believe it's Bitcoin's turn to recover.

Ether ETFs packed one year's worth of flows into about six weeks.. A sleep for 11mo and then BOOM. I give @fundstrat a lot of credit, along with stablecoin legislation, it gave Ether a good spokesman and it's killer app. You gotta have an easy to understand narrative and Ether… pic.twitter.com/KgRTYaDcPH

— Eric Balchunas (@EricBalchunas) August 18, 2025

Eric Balchunas credited Bitmine, the largest Ethereum treasury company, with this institutional acceptance of ETFs. The company now holds $6.6 billion in ETH, inspiring corporate capital to buy the dip when the opportunity arises. Jamie Elkaleh, Marketing Director of Bitget Wallet, helped explain the importance of this:

"The recent surge in Ethereum has already triggered profit-taking, a sign that traders are securing gains while awaiting macroeconomic clarity. What is significant is that, despite short-term turbulence, institutional inflows into ETFs… continue to provide a structural supply, suggesting that the underlying demand base is stronger than in previous cycles, even if short-term price action remains unstable," Elkaleh stated in an exclusive interview with BeInCrypto.

Institutions drive new opportunities

In other words, the immense capital inflows into Ethereum ETFs are, in themselves, moving the market. Before this summer, ETH did not have a narrative equivalent to Bitcoin's 'digital gold,' but this institutional support is solidifying. This creates new opportunities that do not exist in more niche markets.

To cite two examples, ETF wholesalers can now offer ETH-based products on a large scale, opening up a potential market. NEOS's High Income Ethereum ETF can also leverage this base of corporate inflows to offer riskier trades to consumers. In these areas, success can breed more success.

The article 'Ethereum ETFs Outperform Bitcoin with Institutional Inflows' was first seen on BeInCrypto Brazil.