Institutional Flows Rotate from Ethereum Back to Bitcoin, Signaling a Risk-Off Rebalance

Tuesday’s ETF flow data indicates a significant pivot in institutional sentiment. Spot Bitcoin ETFs recorded net inflows of $332.7 million, effectively ending Ethereum’s recent dominance, which was punctuated by $135.3 million in net outflows from its products.

This suggests a potential macro-driven rebalancing, with capital moving from Ethereum’s yield narrative back to Bitcoin’s perceived role as a primary store of value.

The reversal is stark when compared to August’s totals, where Ethereum funds garnered $3.87 billion against Bitcoin’s $751 million in outflows, highlighting the fluid nature of institutional crypto allocation.