
In July 2026, spot Ethereum ETFs attracted $365 million in net inflows, more than double the $205 million inflows for Bitcoin ETFs, marking a significant shift in institutional investment preferences. This trend reflects Ethereum's evolving role as a financial infrastructure platform with staking yields and stablecoin settlement advantages, unlike Bitcoin's non-yielding store of value. The rise in Ethereum's ETF inflows coincides with a recovery in the ETH/BTC price ratio and growing institutional interest driven by regulatory clarity and new staking ETFs. While Bitcoin ETFs saw historic outflows earlier in 2026 due to price declines and macroeconomic factors, Ethereum's structural advantages may sustain this rotation, though ongoing flow data and market developments will determine if this is a lasting trend.