Ethereum Fund Holdings Surge 145%, Yet Bearish Signals Hint at Correction

• Ethereum ETF inflows were positive on two days but negative on three, contrasting October’s initial bullish trend.

• Institutional Ethereum fund holdings grew explosively from 2.8 million to 6.9 million ETH over the past year.

• Bitcoin fund holdings increased steadily by 30% to 1.3 million BTC, highlighting Ethereum’s faster accumulation pace per CryptoQuant data.

Ethereum ETF flows turned mixed last week with net outflows, but fund holdings boomed 145%. Discover institutional trends and price warnings for ETH investors. Stay updated on crypto shifts today.

What Are the Latest Ethereum ETF Flows and Their Impact?

Ethereum ETF flows experienced a volatile week, marked by positive inflows on two days and outflows on three, resulting in net outflows of approximately $45 million as reported by Farside Investors. This shift contrasts with the optimistic start to October, where initial inflows bolstered market sentiment. Despite short-term fluctuations, underlying institutional accumulation in Ethereum remains robust, driven by ETF approvals and growing interest in its smart contract capabilities.

How Do Ethereum Fund Holdings Compare to Bitcoin’s Growth?

Ethereum fund holdings have demonstrated remarkable expansion, rising from 2.8 million ETH to 6.9 million ETH over the past year, a 145% increase that outpaces Bitcoin’s steady 30% growth from 1 million BTC to 1.3 million BTC. According to analysis from CryptoQuant Insights by XWIN Research Japan, this disparity reflects a structural shift in capital toward Ethereum, fueled by spot ETF approvals in the summer and attractions like staking yields and DeFi integration. Bitcoin’s accumulation aligns with its role as a stable “digital gold,” maintaining investor confidence amid volatility, while Ethereum’s surge underscores bets on higher-growth opportunities in the blockchain ecosystem. Official data from these sources confirms Ethereum’s normalized holdings grew more explosively in recent months, indicating heightened institutional interest in the smart contract economy.

The spot exchange-traded funds (ETFs) for Ethereum showed a mixed performance last week. While two days recorded positive flows, three days saw negative ones, differing from the bullish onset of October. Volatility on October 10 rattled short-term confidence, yet institutional investors held firm in their bullish stance on Ethereum.

Source: Farside Investors

Comparing Bitcoin and Ethereum fund holdings reveals an encouraging trend for Ethereum. Over the past year, Bitcoin’s holdings increased steadily despite market ups and downs, supported by consistent ETF inflows and narratives positioning it as an inflation hedge.

Source: CryptoQuant

XWIN Research Japan, in their CryptoQuant Insights post, emphasized that Ethereum’s ETF approval marked a pivotal moment, redirecting capital toward assets with enhanced yield potential. Institutions are increasingly allocating to Ethereum for its staking rewards, which currently offer around 4-5% annually, and its central role in decentralized finance protocols handling billions in value.

Frequently Asked Questions

Have BTC and ETH seen similar growth levels in fund holdings?

No, normalized fund holdings indicate Ethereum experienced more explosive growth in recent months compared to Bitcoin. ETH holdings jumped 145% to 6.9 million, driven by ETF inflows and DeFi appeal, while BTC grew 30% steadily to 1.3 million, per CryptoQuant data.

Will this increased demand spur Ethereum to all-time highs?

Increased institutional demand could support Ethereum’s path to all-time highs, but not right away. The current bearish price structure on the daily chart positions $4.3k and $4.7k as key resistances that must be overcome for sustained upward momentum.

Amid these bullish indicators for Ethereum, cautionary signals persist in the market dynamics.

Warning Signs Amid Bullish Expectations for ETH

Source: Ali on X

Crypto analyst Ali Martinez, in a post on X, highlighted potential downside risks using the MVRV momentum metric, which compares the market value to realized value against its 160-day moving average. A recent crossover below this average signals bearish momentum, similar to January’s event that preceded a drop from $3.3k to $1.5k.

Source: ETH/USDT on TradingView

Market structure analysis on the 1-day chart confirms a bearish tilt, having flipped in mid-September and retesting lower levels on October 10. At present, $3.8k serves as support, but declining On-Balance Volume (OBV) below multi-month levels points to rising selling pressure. A potential rally to $4.3k may occur, though traders should monitor for a bearish structure confirmation unless that level converts to support.

Key Takeaways

• Ethereum ETF Flows Mixed but Holdings Surge: Last week’s net outflows contrast with a 145% yearly increase in ETH fund holdings to 6.9 million, per CryptoQuant.
• Bitcoin’s Steady vs. Ethereum’s Explosive Growth: BTC holdings rose 30% to 1.3 million, reflecting stable demand, while ETH’s jump highlights DeFi and staking appeal.
• Bearish Momentum Signals Caution: MVRV crossover and declining OBV suggest short-term downside risks; watch $4.3k resistance for bullish reversal.

Conclusion

Ethereum ETF flows and fund holdings growth illustrate a maturing institutional landscape, with ETH outpacing BTC in accumulation amid spot ETF momentum. While bearish technicals like MVRV momentum and price structure warrant vigilance, long-term trends point to sustained interest in Ethereum’s ecosystem. Investors should track key resistances and official flow data from sources like Farside Investors for informed decisions. Published by COINOTAG on October 11, 2025. Last updated: October 11, 2025.