Ethereum ETFs saw a record-breaking one billion dollar inflow in a single day, sparking speculation of an imminent altcoin rotation. Which sectors could benefit and what signals should be monitored ?
Ethereum ETFs in the United States recorded $1 billion in inflows in a single session on Monday. BlackRock’s ETHA captured $640 million, followed by Fidelity’s FETH with $277 million. Total holdings have reached $25.7 billion, with more than $10.8 billion since the beginning of the cycle, indicating a growing appetite for direct exposure to ETH.
In July, Ethereum surged by +49%, compared to only +8% for Bitcoin, significantly outperforming the market. Ethereum-based DEXs recorded $24.5 billion in trading volume over 48 hours, double that of Solana. These flows show that ETF inflows are already fueling the entire ecosystem, particularly layer 2 networks and DeFi.
If this trend continues, a rotation toward altcoins could begin, primarily targeting Arbitrum, Optimism, Uniswap, or AI-related tokens like Render and Fetch.ai. This movement would likely remain selective, focusing on projects with strong utility.
If the momentum continues, the market could experience a mini altcoin season, with flows directed toward :
Open positions, funding rates, and volumes of specific pairs will be key indicators to watch, especially during weekend sessions, often marked by increased volatility.
Despite the enthusiasm, the current movement remains focused on projects with strong utility and solid fundamentals. Investors favor tokens offering real structural advantages, rather than giving in to trends.
In conclusion, Ethereum ETFs are now the central driving force behind the crypto momentum. Their influence could continue to spread throughout the ecosystem, but in a progressive and measured way, according to developments in usage and infrastructure.
Ethereum’s rise offers great opportunities for investors. Here’s how to take advantage by easily buying ETH on Bitget :
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