Since the start of 2025, capital inflows have significantly decreased for both major crypto currencies, as shown by the 30- day Realized Cap change:

* Bitcoin's capital inflow rate dropped from a peak of $100B/month to just $6 B/month.

* Ethereum shifted from a peak inflow of $15.5B/month to an outflow of -$6B/month.

Bitcoin's nearly stalled capital flows indicate insufficient fresh money entering to support higher prices. Ethereum's capital outflows result from coins purchased at higher prices being sold at lower prices, locking in losses. This explains Ethereum's weaker performance compared to Bitcoin in the current market environment.