Ethereum $ETH Takes the Lead: Is Crypto's Capital Flow Shifting?

Market Watch | May 17, 2025

ETH: +2.27% | BTC: +0.7%

Ethereum is on fire — and it’s not just another altcoin rally. With nearly +50% gains in under a month, ETH has broken above $2,600, flashing serious strength. All while Bitcoin stalls near the $106K mark and BTC $BTC Dominance (BTC.D) pulls back from 65%.

What's happening?

A capital rotation. Smart money is moving.

ETH vs. BTC: The New Rotation Narrative

This isn’t your typical hype-driven altcoin cycle. We’re watching a top-tier battle between Ethereum and Bitcoin. Bitcoin dominance is falling, while Ethereum dominance (ETH.D) is rising — a clear divergence.

BTC.D dropped 3% after peaking at 65.34%

ETH.D surged to 9.75%

ETH broke through $2,600 resistance — with strength

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Smart Money Moves In

Major players like Abraxas Capital are loading up. Over 242,000 ETH bought in a week ($561M), averaging in around $2,312 — now sitting on $76M+ in unrealized gains.

The Technicals: ETH Ahead of the Curve

ETH’s breakout looks clean, with momentum strong enough to target $3,000 next. Meanwhile, BTC still struggles to break its $106K ceiling.

But — caution is key. The ETH/BTC SOPR (Spent Output Profit Ratio) just flipped above 1, hinting at profit-taking. Last time this happened? A sharp 8.3% drop followed.

Bottom Line:

Ethereum is leading the market — for now. The capital rotation is real, and ETH is the frontrunner. But in crypto, trends flip fast. Stay sharp, stay informed.