Ethereum ETFs saw $240.7M in daily inflows, marking 18 days of consecutive investment.
BlackRock’s ETHA led with $163.6M inflow, crossing $5B in AUM.
ETH outperformed BTC by 50% since April, signaling strong altcoin momentum.
Spot Ethereum ETFs in the United States recorded their highest daily inflows in four months, signaling a shift in institutional sentiment. Total inflows hit $240.7 million on Wednesday, marking the 18th consecutive day of positive movement into Ether-focused investment products. The BlackRock iShares Ethereum Trust (ETHA) led the trend, contributing over $163 million and pushing its assets under management above $5 billion.
The surge in ETF interest comes as Ethereum continues to outperform Bitcoin across key metrics. With institutional investors reallocating capital from Bitcoin to Ethereum, the ETH to BTC price ratio has shown a strong breakout. The inflow momentum highlights Ethereum's growing relevance in the current altcoin cycle.
BlackRock ETHA Crosses $5 Billion in AUM
BlackRock’s ETHA has emerged as the top-performing Ethereum ETF with consistent daily inflows. The product currently holds 1.56 million ETH, with assets valued at more than $5 billion. According to Farisde Investors, Wednesday alone saw $163.6 million added to the fund. It was the highest daily net inflow across all US-listed Ether ETFs since early February.
This performance marks a significant moment in ETH ETF history, as funds continue to attract capital despite lacking features such as staking or in-kind redemptions. Nate Geraci, President of ETF Store, pointed out the strength of demand, noting the continued flow of capital over an extended period. The ETHA stock price has also climbed sharply, rising over 50% since early April and now trading around $21.
ETH to BTC Breakout Signals Altcoin Shift
Ethereum has significantly outpaced Bitcoin’s performance since April 2025 lows. Analysts report that ETH has gained nearly 50% on BTC in recent weeks. Institutional investors are driving capital rotation from Bitcoin to Ethereum which supports this rally's growth in the altcoin space.
Key resistance levels have been breached by the ETH/BTC pair indicating the possibility of sustained momentum moving forward. Additionally, increasing DeFi and RWA sector activity has bolstered Ethereum’s position. Stablecoin issuance and yield-generating strategies have drawn more attention to ETH as a blockchain of choice.
Institutional Activity and Market Sentiment Turn to Ethereum
Market data indicates that the institutional appetite for Ethereum continues to grow. With 18 straight days of ETF inflows, confidence in Ethereum’s medium-term performance appears to be strengthening.
Recent policy stances from regulators have also played a role. SEC Chair Paul Atkins expressed a favorable view of decentralized finance operations, which may have contributed to the growing investor interest.
Ethereum’s sustained performance amid the broader altcoin movement suggests it is becoming a central focus in portfolio reallocation strategies. As the ETH/BTC breakout gains strength, ETF inflows may continue to reflect the shift in investor strategy.
