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Ethereum’s Key Breakout Level: Top Analyst Highlights $2,600 as Crucial Level 

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  • Analyst Michaël van de Poppe says that to remain bullish, Ethereum needs to overcome the resistance at $2,600.
  • The market might be shaken by short-term declines and weekend volatility, but institutional ETF inflows are a sign of great long-term faith in Ethereum.
  • The inflows of Ethereum ETF have risen 56% higher than that of Bitcoin over the past 30 days, indicating the increasing popularity of ETH among investors.

Ethereum is at a critical stage of its price movement, and experts are closely monitoring the $2,600 area as a significant resistance area. As famous crypto analyst Michaël van de Poppe notes, this price trend is important for ETH to break through if it needs to sustain any bullish momentum.

He said in a tweet that should Ethereum be unable to move above this zone then it could probe lower price levels initially before retracing higher, particularly over the weekend when the crypto market is generally seen as highly volatile and difficult to directionally trade. 

This is confirmed by his chart as ETH is seen to be struggling against the $2,600 resistance level after plunging lately.

Dip in Ethereum Short-Term is Not a Dealbreaker

ETH’s price action displays a rejection at the supply zone (red), which indicates that a lot of traders are selling at the supply zone. Van de Poppe remarked that before making another attempt at rising further, Ethereum could test lower demand areas (marked green on the chart) again. 

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Source: X @CryptoMichNL

He stressed on how weekends are not unfamiliar to weird price actions, and this might be the environment where such a bounce or reversal occurs. Such short-term price vulnerability, though, might not be indicative of the entire picture of where ETH is headed, thanks to the recent moves from institutional investors.

Merlijn Highlights Institutional Shift Toward ETH

Backing this narrative is another market expert, Merlijn The Trader, who pointed to Ethereum’s strong performance in terms of ETF inflows. He stated that Ethereum ETFs are seeing dominant inflows compared to Bitcoin, with ETH inflows rising by 56% over BTC’s in the last 30 days.

He highlighted that when institutions start rotating their funds, they tend to do it early, and currently, they seem to be favoring the leading altcoin.

Chart Reveals Ethereum’s Inflow Surge Over Time

Supporting his point, a chart shared in the tweet shows cumulative net flows into ETH and BTC ETFs relative to their market caps. Starting from May 9th, ETH saw a gradual increase in inflows, but around late May, it began accelerating and overtook Bitcoin. 

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Source: X (@MerlijnTrader)

The difference widened significantly in June, with Ethereum net flows continuing to climb, indicating strong institutional interest. Bitcoin’s flow, while positive, lags behind.

These two viewpoints paint a clear picture: while ETH faces a short-term technical hurdle at $2,600, the broader trend, especially from an institutional standpoint, is leaning bullish.

Bitcoin ETF: Key BTC Metrics Remained Mixed As Flows Turn Positive

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  • Investors’ confidence in Bitcoin ETFs appears to have returned as they deposited over $100 million on Thursday into the sector, following a brief dip midweek.
  • BlackRock and Fidelity were the major players with significant ETF inflows, and rising open interest is a sign of increased activity and speculation in the market.
  • Although there were positive inflows, a negative funding rate indicates the need for cautiousness as some traders are betting on a possible fall in Bitcoin’s price.

On Thursday, Bitcoin ETFs recorded a positive change after more than $100 million was invested. Wednesday saw a swing the other way, when $169.87 million was withdrawn from them, marking the only negative of the week. 

But since Monday, Bitcoin ETFs have had a net inflow of $15.85 million, and it seems like the market might be coming to a strong close. ETF investors are gradually displaying confidence this week, with the strong rebound in institutional investments. 

According to experts, their massive Bitcoin ETF purchase is also a reflection of renewed interest in a long-term view of Bitcoin, even though short-term technical indicators are mostly mixed.

Bitcoin ETF Inflows is Proof of Investor Confidence

Recent data shows that BlackRock’s Bitcoin ETF, IBIT, had the largest daily net inflow of $80.96 million on Thursday. This increased its net inflow to a substantial $39.75 billion. Fidelity also had its Bitcoin ETF, the FBTC, following closely behind with a net inflow of $25.90 million. 

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Source: SoSoVaue

Bitcoin price has surged by 0.1% within the last 24 hours to a current value of $84,497. This is also accompanied by a noticeable rise in its trading activity, as shown by an increase in its Open Interest. 

The BTC Futures Open interest is $54.6 billion as of the most recently available data, which is a 2.01 percent increase from the previous day. Any rise in BTC’s price coupled with its open interest means that more and more traders are entering this market. 

Key Metrics Remain Mixed As Bitcoin ETF Buyers Return

Interestingly, some other key metrics indicate that traders are not completely bullish on Bitcoin. The funding rate for Bitcoin futures has turned negative, meaning that traders are now paying those who bet on Bitcoin’s price to rise (long positions), since there is more demand for long positions. 

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Source: Coinglass

The funding rate at the time of writing is currently at -0.0006%, suggesting that there is a part of the market that is expecting a decline in Bitcoin’s price.

Crypto Inflows Hit Record $44 Billion as 2025 Starts Strong

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  • Bitcoin led 2024 crypto inflows with $38B, marking a 320% increase from 2021.
  • Ethereum’s late 2024 surge brought $4.8B in inflows, 60x more than in 2023.
  • U.S. Bitcoin spot ETFs contributed $44.4B in inflows, while Canada saw $707M outflows.

According to Coinshares report, the year 2024 saw spectacular growth in investments in cryptocurrencies. Their circulation worldwide increased by $44.2 billion, a fourfold performance over 2021. This was mainly driven by the historical launch of spot-based Bitcoin Exchange Traded Funds (ETFs) in the United States, which account for the greater part of such inflows. However, inflows slowed in the last quarter of 2024. The first three days of 2025 recorded an inflow of US$585 million.

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Bitcoin received $38 billion, which accounted for 29% of the total market AuM. At the same time, Ethereum saw a recovery towards the end of the year, making it record annual fund inflows of $4.8 billion, 26% of its AUM. This represented a 2.4-times increase from the previous year and a 60-times rise from 2023. Aside from Ethereum, other cryptocurrencies reported robust participation with $813 million inflows but represented only 18% of the AuM.

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Crypto Inflows Hit Record $44 Billion as 2025 Starts Strong 8

Shifting Global Investment Trends and Regional Market Dynamics

While the United States led with significant buying activity, other nations experienced a shift in their investment patterns. Canada became the biggest outflow for crypto ETPs, with sales amounting to $707 million. Similarly, Sweden and German investors also suffered large outflows of $682m and $328m, respectively. This movement can be viewed as a part of a general trend featuring shift of funds towards U.S.-based products, probably due to the favorable legal conditions and new spot ETFs.

image 11 7
Crypto Inflows Hit Record $44 Billion as 2025 Starts Strong 9

On the other hand, the investment inflows reported by Switzerland and Brazil were $630 million and $234 million, respectively, which indicates that there is a possibility of regional differences with regard to investor culinary and legal environment. These figures illustrate the continuous transformation of the global crypto market and changing tactics of investors aiming to obtain an adequate profit with minimal risks based on jurisdictions of different countries.

Outlook for 2025: Continued Growth Expected

Analysts at Galaxy Digital propose that there could be significant growth for U.S. Bitcoin spot ETPs, explaining that they could see $250bn in AuM in 2025. This optimism is justified by the strong performance of these products since their inception and the increasing recognition of digital currencies as a viable financial asset.

The possibility to have new regulations or loose regulations as expected with the Trump administration policies can also positively affect adoption of cryptocurrencies. Further, potential changes like giving the ability to stake their Ether spot ETPs could further bring new dynamics into the market for both institutional nd retail participants.

Ethereum ETFs Experience $515M Surge, Explore the Trends Behind the Investment Influx

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Key Insights:

  • Ethereum ETFs see a $515M influx, highlighting increased investor confidence and  optimism for Ethereum as a stable investment asset.
  • Notable contributions from major funds like BlackRock’s iShares Ethereum Trust, which alone saw an inflow of $131.4 million, this signals a strong market interest.
  • Growth in Ethereum ETFs with no net outflows recorded for BlackRock’s ETHA, marks its success as a top-six ETF launch in 2024.

In recent weeks, spot Ethereum exchange-traded funds (ETFs) have recorded an all-time high of $515 million in net inflows. The surge could either be attributed to an increase in investor confidence or market speculation.

Spot Ethereum Traded ETFs Record Inflows at an All-Time High

Ethereum ETFs have witnessed a daily increase in inflows for the last six days with a total inflow of $146.9 million by mid-week for the first time since July. This trend is different from the initial net outflow of $3.1 billion. Grayscale’s Ethereum Trust (ETHE) reported the biggest losses of $33.2 million in the last quarter of 2024. The total net assets of Ethereum ETFs reached $9.15 billion with a net inflow of $515 million.

The market sentiment got bullish as the Grayscale’s Ethereum Mini Trust (ETH) received an inflow of $12.7 million. BlackRock’s iShares Ethereum Trust (ETHA) $131.4 million inflows, making it the second-largest since its inception after a record $266.5 million on July 23.  product’s creation, after a record $266.5 million on July 23. According to Nate Geraci, president of the ETF store , ETHA is one of the top six ETF launches in 2024 with $1.67 billion in total inflows and no single net outflow.

The Bitwise Ethereum ETF (ETHW) saw $17 million inflow which represents 2.6% of the total inflow into Ether ETFs in the past one week. Moreover, there were small inflows recorded to Ark 21Shares and VanEck’s funds which also contributed to this upward movement, thus it brought inflows to Ether ETFs close to $650 million for the week.

Market Responses towards Ethereum ETF Developments

The fluctuation in Ethereum ETFs’ weekly inflows and outflows indicates that the cryptocurrencies market is still unpredictable. Market analysts highlight that the liquidity flow will affect Ethereum and ETF prices. Further, the analysts also noted that the period of high inflows also point to bullish market sentiments that may equally propel additional investment into spot Ethereum-traded financial products. Chowdhury and colleagues believe that these inflows correlated with a stable Ethereum with $3,090 that attracted investments on Ether ETFs.

This positive flow comes after ETFs witnessed around $500 million in outflows up to early November behind Bitcoin traded ETFs. Experts expect that the Trump administration’s inclination to Bitcoin may increase the gap in Inflow rates for Bitcoin and Ethereum ETFs. When assessing the current value of Ether and Ethereum based funds, Matt Hougan of Bitwise said that ETF flows are projected to exceed expectations in 2025, based on institutional demand.

Implications on Market Patterns By Ethereum ETF Movements

The recent surge in Ethereum ETF inflows shows that key financial players and institutional investors have a lot of confidence in the potential of Ethereum which recently reached $3,300 which marks 40% increase within a week. This trend shows the broader acceptance of cryptocurrencies by investors as reliable assets to expand asset portfolios. Additionally, the growth of Ethereum ETFs could influence the financial market and lead to innovation of new products for cryptocurrency investors.

The growth in ETF capital flows may attract regulatory authorities to explore ways in which these products could be integrated in the broader financial system. This scrutiny could attract new regulations, taxation policies and investor’s protection.

Decoding Bitcoin ETFs: Hidden Reality Of Reported Flows

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After a momentous week of creating financial history, the highly anticipated introduction of Bitcoin exchange-traded funds in the United States reverberated through the market, causing a significant impact. Despite various research firms releasing reports applauding the robust performance of these ETFs, a discerning market researcher uncovered discrepancies, casting doubt on the accuracy of the reported flows.

Drawing attention to a chart by Bloomsberg analyst Eric Balchunas, the researcher emphasized instances where trading volume exceeded actual fund flows. He argued that such discrepancies are plausible after an ETF is established but unlikely at its inception when there are minimal outstanding shares. For instance, IBIT recorded $1.6 billion in trades but reported only $500 million in inflows. The researcher noted that limited borrowing exists initially, and only market makers, enjoying an exemption, can short. Consequently, market makers largely provide offer-side liquidity.

Bitcoin
Decoding Bitcoin ETFs: Hidden Reality Of Reported Flows 11

The researcher clarified that day traders can contribute to volume without affecting flows, as flows result from net buying and selling by ETF market makers. The researcher examined specific cases and highlighted that GBTC traded $4.2 billion but reported only $580 million in outflows. The discount on GBTC continued to widen, reaching 2.5%. In contrast, IBIT and similar ETFs traded at premiums, ranging from +1-4% on day 1 to +0.5-1% on day 2.

The researcher explained that ETF market makers engage in pure arbitrage, exploiting the spread by buying GBTC at a discount and selling IBIT and others at a premium. With significant profit potential, this strategy incentivizes market makers to prioritize IBIT volume. The researcher emphasized that a considerable portion of IBIT’s volume comes from ETF market makers creating shares rather than repurchasing them.

Bitcoin: The Delays In ETF Flow Data

Challenging the accuracy of reported flows, the researcher delved into settlement intricacies, noting a mismatch between ETF settlement [T+1] and instant Bitcoin settlement [T+0]. ETF providers accommodated market makers by allowing them to create or redeem transactions between 4 and 6 p.m. for T-1 Net Asset Value [NAV], which, according to the researcher, might contribute to delayed reporting of flows.

The researcher estimated that over $2 billion may have flowed out of GBTC and into other Bitcoin ETFs, pointing to potential redemptions. However, verifying redemptions would require access to all Grayscale’s wallet addresses, information not publicly shared. Arkham Intelligence, a source cited, only presented partial wallet data.