Price and Market Dynamics

Over the past month, Ethereum has struggled to hold above $2,100. Investor confidence is gradually eroding. The 7% spike seen between Monday and Tuesday provided a short breath, but to put it in a slightly awkward way—it’s not exactly a lasting recovery. Perpetual futures dropped into negative territory, highlighting increased short (bear) positions. The curious part is that this metric has remained below the neutral range for a month; bears are active, but not fully dominant.

On-chain activity paints a similar picture. Weekly Ethereum network fees averaged $2.3 million over the past month—a significant drop from the $8 million peak in early February. Transaction counts stabilized near 14 million, yet Layer-2 rollup-focused developments have not sufficiently boosted native Ethereum demand. Fortunately, some long-term initiatives are in progress; let’s see when this picture changes.

Options and Risk Sentiment

The ETH options market shows slightly more balance. Put (sell) options traded at a 7% premium over call (buy) options, suggesting bulls are slowly regaining confidence. Additionally, Ethereum’s $56 billion total value locked (TVL) remains unmatched. So bears are present but not fully dominant—actually, this provides a bit of breathing room.

Why Did Institutional Appetite Fade?

Spot Ethereum ETFs saw a net outflow of $225 million between Thursday and Monday, reversing the $169 million inflow seen the previous Wednesday. The main reason for weak institutional demand is the 2.8% staking yield. By comparison, stablecoin yields are around 3.75%.

Even though ETF staking approval in the US came at the end of 2025, it has yet to translate into sustainable demand. Why? Because the market downturn starting in early October, after total capitalization neared $4 trillion, coincided with the launch. Ethereum has underperformed the broader crypto market since October and shows no signs of a reversal. Furthermore, Ethereum treasury firm Sharplink (SBET US) reported a net loss of $735 million in 2025, further shaking investor confidence.

Hegota Update and Vitalik’s New Plans

Ethereum’s native chain scaling pace affects price performance. Co-founder Vitalik Buterin expects account abstraction—equivalent to smart accounts—to launch “within a year.” This will allow transactions to reference each other’s data and enable quantum-resistant wallets.

The upcoming Ethereum Hegota fork will allow gas fees to be paid in tokens other than ETH and will remove public broadcasters on privacy-focused platforms while introducing a general-purpose public mempool. Buterin also plans to gradually reduce slot and finality times in the long term. Let’s see how these changes impact the market.

Overall, Ethereum derivatives and on-chain activity still do not show enough conviction for a strong bullish move above $2,200. But conditions aren’t dire; bears haven’t fully taken control. There is still room for movement, uncertainty remains high, and investors are cautious but not entirely pessimistic.

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According to SoSoValue, Bitcoin ETFs recorded four consecutive weeks of net outflows starting the week of October 31. During this period, over $4.34 billion exited the funds. However, the last three days of November saw net inflows ahead of the U.S. Thanksgiving holiday.

BlackRock IBIT and Institutional Investments

BlackRock’s IBIT, the largest Bitcoin ETF by net assets, reported $2.34 billion in net outflows in November. On November 18, the fund recorded its largest single-day withdrawal since launch, totaling $523 million.

Nick Ruck, Director at LVRG, said, “Spot BTC ETF outflows reflect institutional profit-taking after Bitcoin’s all-time high and year-end portfolio rebalancing. Investor confidence remains strong. Total inflows are still positive, and Bitcoin futures open interest continues to rise.”

Altcoin ETFs and Emerging Opportunities

As of the end of November, total net inflows into U.S. Bitcoin funds reached $57.71 billion. The net asset value totaled $119.4 billion, representing 6.56% of Bitcoin’s total market capitalization. Spot Ethereum ETFs posted $1.42 billion in outflows during the month but ended the final five days with consecutive net inflows.

Newly launched Solana, XRP, and other altcoin ETFs recorded weekly net inflows since their debut. XRP ETFs attracted a total of $666 million in investment. Canary’s Litecoin and Hedera ETFs drew $7 million and $36 million, respectively. This shows that investor interest in altcoin ETFs remains moderate but growing.

According to Ruck, “Solana and other new altcoin ETFs attracted only modest inflows despite high volatility. Institutional capital remains concentrated in Bitcoin and Ethereum. This trend will continue until regulatory clarity and on-chain stability improve.”

Additionally, Nate Geraci, President of NovaDius Wealth, announced that Grayscale will launch the U.S.’s first spot Chainlink ETF this week. This new product expands diversity in the crypto ETF market and signals growing institutional interest in altcoins.

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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 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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