Ethereum<\/a> ETFs<\/strong> in the United States recorded $1 billion in inflows<\/strong> in a single session on Monday. BlackRock’s ETHA<\/strong> captured $640 million<\/strong>, followed by Fidelity’s FETH<\/strong> with $277 million<\/strong>. Total holdings have reached $25.7 billion<\/strong>, with more than $10.8 billion<\/strong> since the beginning of the cycle, indicating a growing appetite<\/strong> for direct exposure to ETH<\/strong>.<\/p>\n\n\n\n In July, Ethereum<\/a><\/strong> surged by +49%<\/strong>, compared to only +8% for Bitcoin<\/a><\/strong>, significantly outperforming the market. Ethereum-based DEXs recorded $24.5 billion<\/strong> 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.<\/p>\n\n\n\n If this trend continues, a rotation toward altcoins<\/strong> could begin, primarily targeting Arbitrum, Optimism, Uniswap, or AI-related tokens like Render and Fetch.ai. This movement would likely remain selective<\/strong>, focusing on projects with strong utility<\/strong>.<\/p>\n\n\n\n