Ethereum fund holdings surge 138% – Altcoin rotation in progress?

Key takeaways

Is ETH doing better than BTC now?

Institutional ETH fund holdings have surged 138% in a year, nearly four times Bitcoin’s 36% growth.

What could happen next in the crypto cycle?

Analysts expect capital to rotate from Bitcoin into altcoins, with Ethereum leading the next major rally.

Ethereum [ETH] is stealing Bitcoin’s [BTC] spotlight. Institutional investors are pushing ETH above and beyond, boosting fund holdings by 138% in a year. This is nearly four times Bitcoin’s pace!

The king altcoin is more than just an alternate crypto play now.

Ethereum races ahead

Source: CryptoQuant

Bitcoin is watching as Ethereum steps out of its shadow.

Source: CryptoQuant

Fund data shows ETH holdings have surged 138% year-over-year to roughly 6.8 million ETH. This is heavily driven by spot ETF inflows, staking yields, and its expanding role in DeFi and tokenization.

Source: CryptoQuant

Bitcoin continues to serve as a stable reserve asset, with fund holdings rising a modest 36% to 1.3 million BTC.

Institutional investors are adjusting their strategies, and capital is still flowing into Bitcoin, but with greater caution. In contrast, Ethereum’s rapid growth highlights its current breakout momentum.

And Ethereum isn’t the only altcoin gaining traction.