This situation also proves how uneven and centralized capital allocation has become. Numerous projects competing for limited funds naturally channel money only toward specific focal points.

According to Grachev, the long tail of tokens will persist, but most will operate as high-risk, venture-style or casino-like plays. Capital is no longer growing fast enough to support all projects simultaneously.

“This means narrative windows will shorten, rotations will become more violent, and weak projects cannot survive on hype alone. The market is moving away from broad altcoin rallies; movements are now more selective and concentrated in specific sectors,” says Grachev.

Institutional Liquidity Trap and ETF Impact

Crypto ETFs have drawn liquidity away from broad-based projects and locked it into the treasuries of giants like Bitcoin and Ethereum. Particularly, institutional capital flowing into tokenized real-world assets (RWAs) has significantly cut cash flow in the altcoin ecosystem. Truthfully, this structural change leaves speculative “hype” projects almost no chance of survival.

As Grachev emphasizes, capital is no longer growing fast enough to feed all projects at once. Investors are now facing shorter narratives and rotations sharp enough to shock the market.

The Harsh Toll of the October 2025 Crash

Last year’s final quarter turbulence caused a full-scale shakeout in the altcoin market. Why are altcoins falling? Simply put: $209 billion exited the market over the past 13 months, and 38% of altcoins are anchored at historic lows. Data shared by analysts like Darkfost shows this situation is even worse than the infamous FTX collapse.

The market cap dropping from $1.19 trillion to $719 billion essentially represents the pruning of “junk” projects. With capital inflows now concentrated on Bitcoin, only a few altcoins will manage to survive this environment.

The New Era: Yield and Revenue Focus

Investment veteran Matt Hougan notes that traditional altcoin cycles have shifted toward revenue-generating assets. Institutional investors now prioritize digital instruments that provide direct returns rather than purely price appreciation. Fortunately, this shift signals that the market is moving from its juvenile phase to a more rational financial model.

With altcoin ETFs still seeing outflows and Bitcoin experiencing five consecutive days of strong inflows, market dominance trends are now clearly defined.

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While this figure alone may seem modest, the two-week trend tells a different story. During this period, total new investments flowing into spot BTC ETFs have reached around $1.47 billion.

The market is closely monitoring whether institutional demand is showing a clear recovery after a weak start to the year.

ETF Inflows Support Bitcoin Prices

BTC has shown renewed upward momentum in recent days. The fresh capital flowing into spot ETFs appears to have a supportive effect on prices after weeks of stagnation.

According to SoSoValue, U.S.-listed spot Bitcoin ETFs have attracted roughly $1.47 billion in new allocations over the past two weeks.

Data from Bloomberg Intelligence over a broader timeframe indicate a similar trend. Investors have directed around $1.7 billion into U.S. spot BTC ETFs since February 24, signaling that institutional players may feel the market has bottomed, at least in the short term.

ETF Flows Don’t Always Impact Spot Prices Immediately

Not all market participants share the same optimism.

Bitfinex analysts note that ETF inflows do not always translate directly into immediate buying pressure in the spot market. Authorized participants can sometimes create ETF shares and short sell before acquiring underlying Bitcoin, meaning the actual impact on prices may be delayed.

Bitcoin Seen as a Geopolitical Hedge

Nevertheless, some market observers see a changing role for Bitcoin. Bitfire CEO Livio Weng suggests BTC is increasingly considered a geopolitical hedge, rather than purely a speculative risk asset.

Unlike gold, Bitcoin trades 24/7 and can move across borders instantly, allowing capital to react quickly during periods of geopolitical tension. For some investors, this makes Bitcoin a potential safe haven in global crises.

On-Chain Data Suggest Caution

Blockchain data indicate a more cautious picture.

Glassnode reports that buying momentum has significantly weakened, and realized profits have sharply declined. The 30-day moving average of realized gains has fallen approximately 63% since early February.

Only 57% of Bitcoin Supply in Profit

Another key metric is the portion of Bitcoin supply in profit.

At current levels, only about 57% of circulating Bitcoin is in profit, a level historically associated with the early stages of bear markets.

Glassnode also highlights the short-term investors’ cost basis, estimated near $70,000. This suggests that approaching this level may trigger exits from break-even positions, potentially converting upward moves into distribution zones.

Critical Price Range

Overall, the picture for BTC is complex.

On one hand, institutional capital via ETFs signals renewed market stability. On the other, on-chain data suggest investor behavior could remain fragile.

Many analysts view the $70,000–$72,000 range as a key zone that could determine Bitcoin’s short-term trajectory.

Current Bitcoin Metrics

• Bitcoin price: ~$72,500

• ETF net inflows (latest day): $155 million

• Two-week ETF inflows: ~$1.47 billion

• Total inflows since Feb 24: ~$1.7 billion

• Bitcoin supply in profit: ~57%

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Ethereum, on the other hand, declined by 1.79% over the same period. Its price fluctuated between $4.26K and $4.49K. U.S. jobless claims data increased expectations for the Fed’s rate decision. As a result, volatility remained high for both BTC and ETH. 

Meanwhile, Bitcoin showed stronger resilience throughout the week. Ethereum, despite the outflows, managed to maintain relative stability. However, investor interest diverged sharply between the two assets. 

Major Bitcoin and Ethereum News of the Week 

Bitcoin ETF inflows were the highlight of the week. On September 2, spot ETFs recorded $333M in net inflows, followed by $301M the next day. The weekly total reached $246M. Institutional demand also continued; MARA added 705 BTC to its treasury, while Strategy purchased 4,048 BTC. In addition, the SEC and CFTC announced a joint roundtable on September 29. This aims to create a clearer regulatory framework for U.S. crypto markets. 

Ethereum told a different story. U.S. spot Ethereum ETFs registered $787M in net outflows during the week. Previously, ETH ETFs often outpaced BTC inflows, but this time trends reversed. Still, large corporate purchases supported the price. BitMine added 38,708 ETH ($167M) just days after a $358M acquisition. As a result, ETH treasury holdings surpassed $8B. 

Meanwhile, Bloomberg analyst James Seyffart predicted the start of an altcoin season. His remarks strengthened long-term expectations for ETH’s performance. 

Conclusion: Bitcoin Outpaced Ethereum This Week 

By the end of the week, market sentiment shifted clearly in Bitcoin’s favor. Strong inflows and institutional buying pushed BTC ahead of ETH. However, Ethereum’s relative stability showed resilience despite the outflows. In short, Bitcoin emerged as the weekly winner, but ETH’s recovery potential remains intact. 

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The largest daily inflow was into BlackRock’s IBIT ETF, which attracted $156.64 million. Fidelity’s FBTC fund ranked second with $43.45 million, while Grayscale’s GBTC product saw a $18.48 million net inflow. Additionally, the Grayscale BTC fund received $17.17 million. On the other hand, Ark Invest’s ARKB fund experienced a net outflow of $388.45 thousand. 

Total trading volume was recorded at $3.55 billion, marking a high-volume trading day for Bitcoin ETFs and reinforcing investor interest. 

$222 Million Inflow into Ethereum ETFs 

On the same day, spot Ethereum ETFs saw total inflows of $222.34 million. Total net assets rose to $21.80 billion, equivalent to 4.66% of Ethereum’s market capitalization. Daily trading volume reached $1.90 billion. 

BlackRock’s ETHA fund recorded the highest daily inflow at $103.52 million. Fidelity’s FETH fund attracted $31.82 million, and Grayscale’s ETH fund received $34.61 million. Bitwise’s ETHW fund saw inflows of $24.79 million. Additionally, VanEck’s ETHV and Franklin’s EZET funds posted net inflows of $7.04 million and $5.84 million, respectively. 

These strong inflows highlight the rapid rise in popularity of Ethereum ETFs among investors. The simultaneous capital inflows into both BTC and ETH ETFs clearly reflect growing confidence in crypto assets. 

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The data, provided by Farside Investors, shows this is the first time ETFs have hit such levels since their launch in January 2024. Furthermore, the two-day inflows now represent two of the largest weekly inflows of all time. 

The total weekly inflow surpassed $2.72 billion. Bitcoin’s price surged to $112,000 on Wednesday and further climbed to $118,780 by Friday. This clearly indicates a significant increase in investor interest. 

ETF Demand Exceeds Supply by a Wide Margin 

Matt Hougan, Chief Investment Officer at Bitwise Invest, stated that the Bitcoin network only produced 450 BTC on Thursday, while spot ETFs purchased 10,000 BTC on the same day. This difference clearly shows that demand has far outpaced supply. 

Samson Mow, CEO of Jan3, emphasized that Wednesday’s ETF demand was 22 times the daily mining supply. He added that this ratio is unsustainable at current price levels. Nonetheless, ETFs have already accumulated substantial Bitcoin reserves due to the strong demand. 

Analyst Eric Balchunas noted, “The total assets of all spot Bitcoin ETFs surpassed $140 billion for the first time.” However, he added that most of the increase came from price appreciation. Moreover, with this surge in demand, market capitalization also increased significantly. The total assets of spot Bitcoin ETFs exceeded $140 billion, largely driven by Bitcoin’s price rise. 

BlackRock Bitcoin ETF Hits Record High 

BlackRock’s IBIT ETF surpassed the $80 billion AUM mark on Thursday. This achievement made IBIT the fastest ETF to reach that level. ETF analyst Eric Balchunas highlighted that IBIT accomplished this in just 374 days. 

Additionally, BlackRock’s annual revenue from the IBIT fund has now surpassed that of its flagship iShares Core S&P 500 ETF. This reflects how crypto ETFs are beginning to outpace traditional financial products. 

On July 9th, ETF demand for #Bitcoin was 22x greater than the daily mined supply.

Supply: 450 BTC
Demand: 9,963 BTC

The imbalance keeps widening. pic.twitter.com/pWxMFwSiLa

— JAN3 Financial (@JAN3Financial) July 11, 2025

All of these developments point to growing acceptance of Bitcoin in U.S. financial markets. As a result, both institutional and retail investor interest continues to pour into these products. 

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The biggest contribution of the day came from BlackRock’s IBIT (iShares Bitcoin Trust) fund. IBIT recorded the highest inflow with $164 million. Fidelity’s FBTC fund followed with $32.85 million in second place. Bitwise, VanEck, and Ark 21Shares also contributed to this upward trend. 

• FBTC (Fidelity): $32.85M inflow – Total net inflow $11.80B
  ARKB (Ark & 21Shares): $1.79M inflow – Total net inflow $2.39B
  BTC (WisdomTree): $1.44M inflow
  GBTC (Grayscale): $0 inflow – Continuing negative trend with a total net outflow of -$23.25B 

In total, the net asset value of Spot Bitcoin ETFs has reached $133.5 billion, which corresponds to approximately 6.23% of Bitcoin’s total market capitalization.

On the other hand, Spot Ethereum ETFs experienced a net outflow of $26.46 million on June 26. This outflow may indicate some investors taking short-term profits. Since there is no fully approved ETF market yet on the Ethereum side, such fluctuations are common. 

• ETHE (Grayscale): -$27.45M outflow – Total net outflow -$4.30B
  ETH (Grayscale): -$12.39M outflow – Total net inflow $738.32M
  ETHA (BlackRock): +$5.89M inflow – Total net inflow $5.47B
  FETH (Fidelity): +$4.87M inflow – Total net inflow $1.62B 

In conclusion, June 26 data indicates strengthened investor confidence in Bitcoin, while investors remain cautious about Ethereum. 

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BlackRock and Fidelity Maintain Leadership 

BlackRock’s IBIT fund recorded the largest inflow of the week, receiving $278.9 million on Wednesday. It was followed by Fidelity’s FBTC fund with $104.4 million in inflows. Bitwise’s BITB fund experienced an outflow of $11.3 million. 

Some ETFs, however, did not report inflows. ARK Invest and Valkyrie funds did not attract new investments during this period, indicating investors’ preference for large, low-cost funds. 

Grayscale’s GBTC fund was not part of this trend, experiencing an outflow of $16.4 million. Meanwhile, Grayscale’s low-cost new product, Mini Trust, also saw a notable outflow of $10.1 million. 

Bitcoin Price Holds Steady 

Amid rising geopolitical tensions, Bitcoin traded between $104,000 and $105,000. This stable range suggests there was no market panic. Funding rates remained positive, and derivatives markets continued to show upward momentum. 

Crypto analytics platform Santiment noted Bitcoin’s resilience during this geopolitical period is similar to previous conflicts, such as the 2022 Russia-Ukraine and 2023 Israel-Palestine crises. 

Institutional Confidence Strengthens Bitcoin’s Power 

Since April 17, spot Bitcoin ETFs have received a total of $11.2 billion in new investments. So far, $46.3 billion has been invested in 11 major Bitcoin ETFs in the U.S. BlackRock’s IBIT fund leads with $50.6 billion, followed by Fidelity’s FBTC fund with $11.5 billion in assets. 

The large inflows to Bitcoin ETFs reinforce institutional confidence. Especially during volatile geopolitical periods, investors’ continued interest in Bitcoin underscores digital assets’ potential as a safe haven. 

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Michael Saylor, co-founder of the strategy firm, hinted that they would purchase more Bitcoin when traditional markets open on Monday. This statement drew attention especially amidst the tense geopolitical climate in the Middle East. Israel’s recent airstrikes on Iran have caused unease in global financial markets, while Bitcoin’s ability to maintain its value during this time reinforces investor confidence. 

With the latest purchase on June 9, the firm acquired 1,045 BTC worth $110 million. This brings the total BTC holdings to 582,000. According to SaylorTracker data, the company has an unrealized capital gain exceeding 50%. This translates to a potential profit of approximately $20 billion. 

Bitcoin’s resilience around the $105,000 level makes it increasingly viewed by investors as a “safe haven” amid global market stress. Despite the weekend’s military developments, the price only dropped by 3% and quickly stabilized. 

Bitcoin Remains Strong Amid Rising Geopolitical Tensions 

Experts warn that Iran’s potential closure of the Strait of Hormuz poses a serious threat to global energy markets. This strategic passage accounts for about 20% of the world’s oil supply. Any closure could spike oil prices and rattle financial markets. Rising energy costs can trigger a ripple effect across economic activity. 

Nevertheless, institutional confidence in Bitcoin continues to grow. According to data from Farside Investors, Bitcoin ETFs saw capital inflows for the fifth consecutive day. The total weekly inflow exceeded $1.3 billion. 

The Crypto Fear and Greed Index, which gauges investor sentiment, stands at 50. This level suggests a market dominated by “greed,” reinforcing belief in the bullish trend of digital assets. 

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Bitcoin ETF Flows and Cautious Movement in On-Chain Data 

Despite the rapid rise in Bitcoin prices, on-chain data does not indicate excessive euphoria. This suggests that the market is not experiencing “irrational exuberance,” and investors are acting cautiously. Therefore, the price increase is based on solid foundations. 

Furthermore, the ARK Invest report relies on Glassnode data. Bitcoin’s unrealized profits in this cycle are slightly above average. Historically, irrational exuberance has seen levels go over three standard deviations. However, such extreme excitement is not evident at present. In May, Bitcoin ETF inflows remained strong compared to gold ETFs, which fell from $9.2 billion to $1.5 billion. The value of Bitcoin-traded products increased by over 120%. On June 10, 2025, net inflows into spot Bitcoin ETFs reached $422 million, while spot Ethereum ETFs saw $125 million in inflows. 

Weakening US Economy Boosts Interest in Bitcoin 

In the U.S., rising costs and declining demand in the housing, automotive, and services sectors are causing economic slowdown. In this environment, Bitcoin is emerging as an alternative store of value. Known as digital gold, Bitcoin is strengthening its reputation as a safe haven during uncertain economic times. 

Bitcoin Core Development Activity at a 10-Year Low 

According to the report, Bitcoin Core development activity has dropped to its lowest level in the past decade. This decline indicates that Bitcoin has shifted from being a technology-driven innovative project to a stable and reliable monetary asset. Bitcoin is now more prominent as a store of value and a medium of exchange rather than a tech development platform. 

The record level Bitcoin reached in May 2025 was critically influenced by investor interest in spot Bitcoin ETFs. The 121% increase in ETF inflows demonstrates the growing strength of digital assets compared to traditional investment tools. On the other hand, the outflows from gold ETFs—previously seen as a safe haven—signal a change in investor risk perception. 

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Saylor’s brief and powerful message was “Stay Humble. Stack Sats.”, fueling speculation that Strategy is preparing for another massive Bitcoin purchase.

Popular blockchain analyst RunnerXBT speculated that the upcoming investment might range between 1.4 to 1.6 billion dollars, nearly three times larger than the previous acquisition.

Strategy and Whales Are Stacking Bitcoin

According to data, Strategy is currently the world’s largest corporate holder of Bitcoin, owning over 538,200 BTC valued at more than 50.5 billion dollars.

You Might Be Interested In: Elon Musk Talks About the Name of a New Memecoin!

Meanwhile, Japanese investment firm Metaplanet has surpassed 5,000 BTC holdings, aiming to lead Bitcoin adoption in Asia.

Glassnode data shows that whale wallets holding at least 1 million dollars worth of BTC have increased from 124,000 on April 7 to over 137,600 on April 26. This aggressive accumulation helped Bitcoin recover above the 94,000$ mark.

Nexo analyst Iliya Kalchev highlighted that wallets holding over 10,000 BTC have been aggressively accumulating, with a trend score of 0.90.

Bitcoin ETFs Record 3 Billion Dollar Inflows

Another major factor supporting Bitcoin’s rally is the strong inflow into Bitcoin ETFs. U.S. spot Bitcoin ETFs recorded over 3 billion dollars in net inflows last week, marking the second-highest weekly inflow since their launch.

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