Bitcoin overtook Ethereum in ETF inflows during early October 2025, with BlackRock's IBIT ETF drawing nearly $970 million in a single day, highlighting shifting institutional preferences.
This shift highlights Bitcoin's renewed dominance as institutional inflows suggest confidence in its market role, influencing broader cryptocurrency market dynamics and future investment strategies.
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Bitcoin ETFs Lead Market with Record Inflows
BlackRock’s IBIT ETF recently posted nearly $970 million in net inflows in a single day. This surge highlights a renewed institutional interest in Bitcoin, indicating a potential shift in market focus from Ethereum to Bitcoin ETFs.
Major institutions like BlackRock and Grayscale are key players in this trend. BlackRock's ETF is now leading in net inflows, suggesting a substantial rotation in institutional capital from Ethereum to Bitcoin during this period.
The immediate effect of this shift is evident in Bitcoin's renewed status as a store of value. The market has responded with tightened supply on exchanges, as centralized reserves reach a seven-year low.
Financial implications are profound, with $3.7 billion in weekly inflows marking the year's highest. Ethereum still secures significant institutional interest, but the recent capital rotation towards Bitcoin is noteworthy. As Willy Woo, On-chain Analyst, noted:
"BTC’s ETF bid is structurally pushing the price floor higher, regardless of short-term volatility."
Insights indicate that whale wallets continue to accumulate, reinforcing a bullish stance on Bitcoin. This ETF momentum aligns with historical precedents of inflow-driven price rallies.
Experts anticipate significant market shifts, noting that ETF inflows may enhance market stability and price floors. Regulatory advancements since mid-2024 have facilitated these dynamics, offering a more favorable environment for cryptocurrency ETFs.