cryptoetfs

📅 December 23 | Global Markets
In 2025, the institutional markets have been clear, persistent, and almost relentless: Bitcoin remains the undisputed king of regulated capital. Despite the expansion of the crypto ecosystem, the arrival of new ETFs, and the constant narrative about digital diversification, major players have opted for a conservative and selective approach.

📖Data from crypto ETFs in 2025 confirms that Bitcoin (BTC) has been the preferred institutional asset, consistently capturing between 70% and 85% of the total crypto ETF market throughout the year. This concentration reveals how institutional investors have treated their exposure to digital assets: Bitcoin as a gateway, and the rest of the market as territory that still demands caution.
Despite the launch of multiple products linked to other crypto assets, Bitcoin's market share dominance has remained remarkably stable. Combined, Bitcoin and Ethereum spot ETFs attracted approximately $31 billion in flows during 2025, although the distribution heavily favored BTC.
This sustained institutional demand has provided consistent price support for Bitcoin, largely explaining its relatively better performance compared to the rest of the crypto market. For many institutional portfolios, Bitcoin does not behave like “another crypto asset”, but rather like a macro asset, a digital reserve or even a financial commodity, conceptually separate from the altcoin ecosystem.
However, the end of the year shows signs of cooling in activity. Daily trading volumes for Bitcoin spot ETFs have compressed over the past three weeks, with December struggling to break $5 billion per day—a pattern more reminiscent of summer calm than the frenzy of the fourth quarter of 2024.
Meanwhile, Ethereum (ETH) has captured between 15% and 30% of the ETF market by 2025, solidifying its position as the second most significant institutional investment. Although it remains largely overshadowed by Bitcoin, the gradual expansion of its share since the beginning of the year suggests a growing institutional comfort with the asset.
Interestingly, this progress isn't limited to ETFs. While the overall market has experienced recent corrections, corporate accumulation of ETH has accelerated aggressively. Public holdings surged from 4.5 million to over 5.09 million ETH in a matter of weeks, driven almost entirely by a single player: BitMine Immersion (BMNR), led by Tom Lee.

Topic Opinion:
Its dominance in ETFs reflects a preference for the familiar, the regulated, and the narratively simple to explain to investment committees. However, Ethereum is following a different path, less noisy but potentially more transformative. Its advancement depends not only on ETFs but also on corporate treasuries, tokenization, and real-world financial use.
💬 Will Bitcoin continue to capture institutional attention?

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#bitcoin #Ethereum #CryptoETFs #BTC #CryptoNews $BTC

📅 December 22 | United States
The crypto market has repeatedly demonstrated its resilience to hacks, mass liquidations, and cycles of euphoria and panic, but one factor continues to outweigh any red candle: regulatory uncertainty in the United States.

📖According to CoinShares, cryptocurrency investment products—including those managed by BlackRock, Bitwise, Ark 21Shares, and Grayscale—registered net outflows of $952 million last week. This move reversed three consecutive weeks of inflows, also marking the largest monthly negative flow recently observed.
The main trigger was the delay of the Clarity Act, a legislative project designed to bring regulatory clarity to the digital asset ecosystem in the United States. Although the project was expected to move forward before the end of the year, the so-called US “crypto czar”, David Sacks, confirmed that its formal review was postponed until January, prolonging the ambiguity on key issues such as asset classification, exchange supervision and issuer obligations.
The impact was almost exclusively US. The US saw outflows of nearly $990 million, reflecting the extreme sensitivity of local institutional capital to regulatory shifts in Washington. In contrast, Canada and Germany showed greater resilience, with inflows of $46.2 million and $15.6 million, respectively, suggesting that outside the US the appetite for crypto exposure remains relatively intact.
Among the assets, Ethereum was the hardest hit, with outflows of $555 million, the largest amount among all products. CoinShares highlighted that ETH is the asset with the most to gain or lose under the Clarity Act, due to its central role in regulatory debates on market structure and legal categorization. Even so, cumulative ETH inflows in 2025 reach $12.7 billion, well above the $5.3 billion recorded in 2024.
Bitcoin-linked products also felt the impact of the adjustment, with $460 million in outflows. While BTC has accumulated $27.2 billion in inflows so far this year, this figure falls far short of the $41.6 billion inflows recorded in 2024, pointing to a slowdown in US institutional appetite that had fueled much of the previous rally.
It wasn't all bad news, though. Solana saw $48.5 million in inflows, while XRP attracted $62.9 million, extending a multi-week trend in which both assets show relative strength against selling pressure on more traditional products.
CoinShares reports that 2025 inflows are unlikely to surpass last year's record, with assets under management at $46.7 billion, down from $48.7 billion in 2024.

Topic Opinion:
Institutional capital can coexist with aggressive markets, but not with constantly changing or, worse, nonexistent rules. The delay of the Clarity Act doesn't destroy the crypto market, but it does freeze decisions, slow allocations, and push large funds to reduce risk while they await firmer political signals.
💬 Are these outflows just a pause before the next big inflow?

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#CryptoETFs #bitcoin #Ethereum #WallStreet #CryptoNews $BTC