One detail most traders are overlooking:
For the first time, Spot ETF inflows for $ETH have surpassed $BTC.
$ETH : ~$164M net inflow
$BTC: ~$100M net inflow
More importantly, this marks the 4th consecutive day of inflows for both assets, confirming sustained institutional participation rather than a one-off spike.
Capital doesn’t rotate randomly.
When institutions begin allocating more aggressively to ETH relative to BTC, it often signals a shift in risk appetite — moving from pure store-of-value exposure toward assets with higher beta and structural upside.
If this trend persists, ETH may be entering a phase of relative outperformance.
This doesn’t mean BTC is weak.
It means the marginal dollar is starting to favor ETH.
For this leg of the cycle, positioning toward $ETH over $BTC may offer the better risk-reward — as long as flows continue to confirm the thesis.
Markets speak quietly before they move loudly.
