Broader Themes & Institutional Trends
Institutional flow: Bitcoin ETFs have gathered around $14.4 B in net inflows YTD, with over 135 publicly traded companies holding BTC as a treasury asset. Ethereum ETFs and staking products are also driving demand investopedia.com.
Regulatory tailwinds: Governments—including the U.S.—have adopted pro-crypto stances such as the Strategic Bitcoin Reserve and lightened enforcement of memecoin regulation. These policy shifts are boosting investor optimism across BTC and ETH en.wikipedia.org+1.
Ethereum advantage: ETH is benefiting from regulatory clarity around stablecoins and Decentralized Finance (DeFi), making it a core infrastructure asset—with over 59% of DeFi value and 50%+ of stablecoin volume built on Ethereum