Ethereum is taking center stage again as it races toward $4,000, powered by a new wave of institutional enthusiasm.
According to QCP Capital, ETH has pulled ahead of Bitcoin in spot ETF inflows over the past week—an early sign that capital rotation into altcoins is gaining traction.
Despite Ethereum’s market cap being a fraction of Bitcoin’s, its smaller size gives it outsized sensitivity to capital inflows. That dynamic is starting to play out, with ETH rallying while BTC maintains relative stability.
Bitcoin, meanwhile, continues to show strength in silence. Even after a large holder unloaded 80,000 BTC, prices held up without sparking panic. BTC dominance hovers around 60%, reinforcing its role as a foundation asset, but not necessarily the growth leader in this leg of the bull run.
Futures markets are heating up too—open interest is rising and funding rates are climbing above 15% on major exchanges. QCP sees this as a possible setup for short-term volatility. Some traders are already taking profits in ETH, while others are loading up on protective BTC put options.
Still, the prevailing sentiment remains bullish. Ethereum looks set to test the $4,000 level again, while Bitcoin eyes $120,000. According to QCP, pullbacks are being treated as buying opportunities, not exit signals—especially by institutional players continuing to buy the dip.
Alexander Zdravkov
Reporter at Coindoo
Alexander Zdravkov is a person who always looks for the logic behind things. He is fluent in German and has more than 3 years of experience in the crypto space, where he skillfully identifies new trends in the world of digital currencies. Whether providing in-depth analysis or daily reports on all topics, his deep understanding and enthusiasm for what he does make him a valuable member of the team.
Source: https://coindoo.com/ethereum-etf-inflows-outpace-bitcoin-as-4k-comes-into-view/