Everyone’s bullish.
But only one asset is really getting the big money treatment.
On April 22nd (yesterday):
> Bitcoin spot ETFs pulled in $936M
> Ethereum ETFs? Just $38M
That’s a 24x difference.
24x!
Same market. Same day. But two completely different levels of conviction.
◢ Institutions are picking their champion:
• $ARKB (@ARKInvest): $267M in one day. Now $2.86B total.
• $FBTC (Fidelity): $254M in a day. $11.6B+ total.
The inflows aren’t slowing down.
These aren’t just trades—these are long-term allocations.
Meanwhile, Ethereum’s top ETF ($FETH by Fidelity) brought in $32M.
Solid. But not game-changing.
● ETF Market Share Percentage:
→ $BTC ETFs = 5.71% of Bitcoin’s market cap
→ $ETH ETFs = 2.77% of Ethereum’s
That's not a small gap.
That’s a trust gap. A narrative gap.
◢ $BTC is outshining gold, too;
While gold dropped 6.25% from $3,500 to $3,291
Bitcoin pumped 10.9% in 3 days post-halving.
Gold looks old.
$BTC is inevitable!
● Here’s the Truth:
Institutions aren’t aping altcoins. They’re stacking Bitcoin quietly, heavily, relentlessly.
And until $ETH sharpens its narrative and gets the same regulatory clarity. This won’t be a fair fight.
✍️ My Take?
Watch the flows. Not the noise.
Because that’s where the next cycle is being written.