According to @cas_abbe, BTC ETFs recorded $292M in net inflows while ETH ETFs saw $62M in net outflows ahead of the FOMC, indicating active positioning into the policy event (source: @cas_abbe on X, Sep 17, 2025). According to @cas_abbe, this flow divergence suggests a market bias toward BTC over ETH into Chair Powell’s remarks, with Wall Street preparing for elevated volatility today (source: @cas_abbe on X, Sep 17, 2025). According to @cas_abbe, traders may prioritize BTC over ETH pairs, manage exposure tighter, and monitor implied volatility into the announcement given the pre-FOMC flow skew and volatility expectations (source: @cas_abbe on X, Sep 17, 2025).

According to Lookonchain, 10 Bitcoin ETFs recorded net inflows of +2,409 BTC, equal to USD 267.37M, on Sept 9, 2025 (source: Lookonchain, Sep 9, 2025). Fidelity accounted for +1,395 BTC in inflows, equal to USD 154.88M, and held 201,069 BTC valued at USD 22.32B at the time of the update (source: Lookonchain, Sep 9, 2025). Meanwhile, 9 Ethereum ETFs posted net outflows of -47,101 ETH, equal to USD 201.87M, with BlackRock iShares recording -44,774 ETH outflows and holding 3,661,025 ETH valued at USD 15.69B (source: Lookonchain, Sep 9, 2025).

According to @Andre_Dragosch, global Bitcoin ETP flows were larger than Ethereum ETP flows for the first time in eight weeks. Source: @Andre_Dragosch on X, Sep 8, 2025. This breaks an eight-week stretch where Bitcoin ETP flows did not exceed Ethereum ETP flows, marking a trading-relevant change in weekly ETP flow leadership between BTC and ETH. Source: @Andre_Dragosch on X, Sep 8, 2025.

According to @cas_abbe, Bitcoin ETFs purchased $322.8 million worth of BTC yesterday (source: @cas_abbe on X, Sept 3, 2025). Ethereum ETFs simultaneously recorded $135 million in ETH net sales (source: @cas_abbe on X, Sept 3, 2025). @cas_abbe added that strength in gold could be driving renewed interest in BTC (source: @cas_abbe on X, Sept 3, 2025). For traders, these ETF flow differentials point to institutional rotation toward BTC over ETH and warrant close monitoring of BTC dominance and the BTC/ETH pair for relative momentum (source: @cas_abbe on X, Sept 3, 2025).

According to @Andre_Dragosch, BTC treasuries are more valuable than ETH treasuries because the average mNAV premium for major BTC treasury companies exceeds that of ETH treasury companies. Source: André Dragosch on X, September 3, 2025. He reports the average mNAV is significantly higher for BTCTCs than for ETHTCs, indicating the market assigns a higher premium to BTC treasury exposure. Source: André Dragosch on X, September 3, 2025.

According to @ThinkingUSD, ETHBTC is expected to keep trending lower, which implies BTC outperforming ETH on the cross pair. source: @ThinkingUSD on X, Sep 2, 2025; source: Binance Academy, What Are Crypto Trading Pairs For execution, traders can express a bearish ETHBTC view via relative-value positioning using perpetual futures while checking funding rates, order book depth, and fees before entry. source: Binance Academy, Perpetual Futures Funding Rate Explained; source: Hyperliquid documentation, Perpetual Markets and Fees The post explicitly mentions Hyperliquid as the preferred venue but provides no price levels or timeframe, so the signal is directional sentiment rather than a full setup. source: @ThinkingUSD on X, Sep 2, 2025

According to @MilkRoadDaily, BTC ETF flows have been choppy over the last five weeks, with net inflows occurring in only two of those weeks (source: Milk Road on X, Sep 1, 2025). @MilkRoadDaily adds that TradFi attention is shifting toward ETH, with the spotlight moving away from BTC ETFs toward ETH exposure (source: Milk Road on X, Sep 1, 2025). For traders, this reported flow divergence supports monitoring BTC vs ETH relative strength, ETF net flow prints, and rotation risk into ETH-linked instruments to gauge momentum (source: Milk Road on X, Sep 1, 2025).

According to the source, spot ETH ETFs are designed to hold ETH in custody and issue shares via creations and redemptions, so sustained net creations can remove ETH from liquid circulation and tighten exchange float. source: U.S. SEC order approving rule changes to list and trade spot Ether ETPs on U.S. exchanges dated May 23, 2024; SEC EDGAR S-1 prospectuses for Ether ETFs filed by BlackRock and Fidelity in 2024 This absorption stacks with Ethereum’s structural mechanics: EIP-1559 burns base fees and proof-of-stake materially lowers issuance versus proof-of-work, reducing net supply when on-chain activity is elevated. source: Ethereum.org documentation for EIP-1559; Ethereum.org proof-of-stake issuance documentation For trading, track three signals: 1) ETF net creations versus redemptions to gauge direct spot demand, 2) daily ETH burn and gas fees to estimate net issuance, and 3) staking deposits and withdrawal queues to assess changes in circulating float and potential unlock pressure. source: ETF issuer daily basket and holdings disclosures on issuer product pages; ultrasound.money burn dashboard; Ethereum Beacon Chain staking data on Ethereum.org Price impact historically strengthens when ETF creations are positive while net issuance is negative, as seen after U.S. spot BTC ETF approvals in early 2024 when persistent inflows coincided with spot price strength. source: U.S. SEC approvals for spot BTC ETFs in January 2024; issuer-reported daily flow statistics on official product pages

According to @Andre_Dragosch, BTC is starting to take market share from ETH and TRX, indicating a shift in relative performance that favors Bitcoin over major altcoins (source: André Dragosch on X, Aug 28, 2025). For trading, this points to monitoring BTC/ETH and BTC/TRX pairs for continued BTC outperformance and potential rotation trades, alongside tracking Bitcoin dominance for confirmation signals (source: André Dragosch on X, Aug 28, 2025). He shared this assessment publicly on Aug 28, 2025, highlighting a timely rotation theme that traders can use to adjust relative exposure (source: André Dragosch on X, Aug 28, 2025).

According to @MilkRoadDaily, despite rising ETH treasury allocation headlines, BTC remains the dominant corporate treasury asset with over 100 companies already investing in BTC. Based on @MilkRoadDaily’s data point, traders may tilt toward BTC on the corporate treasury allocation theme and monitor disclosures of new BTC treasury buyers as potential catalysts for BTC dominance relative to ETH.

According to @ErikVoorhees, the market may ultimately treat Bitcoin (BTC) as the ideal form of money and Ethereum (ETH) as the ideal tech stock, signaling distinct valuation lenses for each asset, Source: Erik Voorhees on X, Aug 22, 2025. For trading, this framing suggests segmenting BTC as a monetary asset and ETH as a growth-tech proxy to guide relative-value positioning and risk budgeting, Source: Erik Voorhees on X, Aug 22, 2025. The message’s amplification via a retweet by @Matt_Hougan highlights a narrative signal traders can monitor in BTC versus ETH rotations, Source: Erik Voorhees on X, Aug 22, 2025; RT by Matt Hougan on X.

According to @rovercrc, BlackRock’s ETH holdings increased 65% over the past 30 days while BTC holdings rose 4%, implying ETH accumulation is 15x faster than BTC and signaling an ongoing ETH rotation at the world’s biggest asset manager (source: @rovercrc on X, Aug 16, 2025). For trading, the reported tilt provides a reference for monitoring ETH/BTC relative momentum and institutional allocation trends using these holdings changes as a signal (source: @rovercrc on X, Aug 16, 2025).

According to @Excellion, as of August 14, 2025, 768,400 ETH are in Ethereum’s validator exit queue, roughly 3.5 billion dollars, signaling a notable unstaking pipeline, source: @Excellion on X Aug 15, 2025. According to @Excellion, this setup could pressure the ETHBTC pair, with a potential reversion to 0.03 or lower, which indicates relative downside risk for ETH versus BTC, source: @Excellion on X Aug 15, 2025. According to the source, the flippening will not occur, aligning the thesis toward BTC outperformance, source: @Excellion on X Aug 15, 2025. According to Ethereum’s staking withdrawal design, validators that enter the exit queue become eligible to withdraw after processing, which can increase circulating supply once released, source: Ethereum.org staking withdrawals documentation.

According to @FarsideUK, the latest provider-level comparison measures the value of Bitcoin ETF inflows versus Ethereum ETF inflows as a multiple. According to @FarsideUK, VanEck shows a 6.1x BTC-over-ETH inflow ratio. According to @FarsideUK, BlackRock and Bitwise sit in the middle cohort among providers on this BTC-to-ETH inflow multiple. According to @FarsideUK, the data was published on August 14, 2025.

According to @MilkRoadDaily, a shared chart of best and worst performing assets since 2011 shows BTC as the top performer, reinforcing the BTC dominance narrative for traders (source: @MilkRoadDaily on X, Aug 11, 2025). The post also asks whether ETH should be added to the benchmark comparison, highlighting growing focus on BTC vs ETH relative performance for portfolio construction (source: @MilkRoadDaily on X, Aug 11, 2025).

According to @MilkRoadDaily, Bitcoin (BTC) remains a static asset, primarily serving as a store of value without offering holders yield-generating opportunities. In contrast, Ethereum (ETH) functions as productive capital, allowing treasury holders to stake, restake, and earn yield on their ETH holdings. This dynamic offers traders and institutional investors additional avenues for compounding returns, making ETH an attractive asset for those seeking yield strategies and maximizing capital efficiency in the crypto market (source: @MilkRoadDaily).

According to Crypto Rover, the cryptocurrency market has witnessed the largest-ever divergence in fund flows between Bitcoin (BTC) and Ethereum (ETH) exchange-traded funds (ETFs). Recent data shows that Bitcoin ETFs experienced significant outflows, while in stark contrast, Ethereum ETFs recorded massive inflows. This notable shift in capital allocation has led Crypto Rover to question whether Ethereum is poised to take the lead from Bitcoin in the current bull run, a key consideration for traders monitoring market leadership signals.

According to @MI_Algos, Bitcoin (BTC) experienced a retreat after reaching a new all-time high on Monday morning, leading to increased bearish sentiment. In contrast, Ethereum (ETH) has continued its upward trajectory, demonstrating strength amidst the market divergence. This price action is occurring as both volatility and speculation are reportedly increasing across the cryptocurrency markets.

According to @cryptoquant_official, institutional inflows into Ethereum (ETH) reached $240.3 million yesterday, overtaking Bitcoin (BTC) inflows, which totaled $164.6 million. This marks the largest ETH inflow in the last four months and indicates a significant shift in smart money focus toward Ethereum. Traders should monitor ETH price action closely, as sustained institutional buying may drive increased volatility and potential upward momentum in the ETH/USD pair. The shift in institutional preference suggests possible rotations in crypto portfolio allocations, which could impact broader altcoin market trends. Source: @cryptoquant_official

According to @crypto_analyst on Twitter, recent on-chain data shows that Bitcoin holders have seen a higher average ROI compared to Ethereum investors in Q2 2024, largely due to increased institutional inflows and ETF approvals (source: Glassnode, June 2024). Traders should note that Bitcoin’s realized profits outpaced Ethereum’s by 18% this quarter, indicating stronger short-term earning potential for BTC. However, Ethereum staking yields remain attractive for long-term holders, suggesting a dual-strategy approach may optimize trading gains (source: IntoTheBlock, June 2024).