ETH inflows reached a record on Monday, with U.S. spot Ethereum ETFs drawing $1 billion in a single session. BlackRock’s ETHA fund accounted for $640 million, and Fidelity’s FETH added $277 million. Overall ETF holdings now total $25.7 billion, and cumulative inflows this cycle exceed $10.8 billion. What ETH Flows Mean Now Large ETH inflows suggest heightened demand for ETH exposure. Historically, these inflows have provided momentum for sectors like DeFi, layer-2 networks, and infrastructure tokens. That trend may extend into a broader altcoin rotation, but timing could vary based on weekend trading volumes and macro sentiment. $ETH ETF inflow + $729,100,000 yesterday. Ethereum FOMO is just getting started. pic.twitter.com/eEQDECt0oW — Ted (@TedPillows) August 14, 2025 Sustained inflows also create a liquidity effect—capital allocated to ETFs often gets mirrored in derivative markets, staking platforms, and liquidity pools. This can influence funding rates and lending demand on ETH-related platforms, impacting trader positioning across connected assets. Early Signs of Spillover Activity Ethereum’s recent performance far outstripped Bitcoin’s. In July, ETH rose roughly 49% compared to Bitcoin’s 8% gain. The total crypto market cap passed $3.7 trillion, buoyed by ETF-driven activity. DEX trading data supports this momentum. Ethereum-based DEX volume hit $24.5 billion over 48 hours, twice Solana’s trading volume during the same window. That indicates capital circulation through Ethereum-native infrastructure. On-chain analytics also show wallet growth in ETH DeFi protocols, with daily active addresses in some L2 ecosystems climbing to multi-month highs. This participation uptick suggests that a portion of the ETF-fueled demand is filtering directly into the broader Ethereum ecosystem rather than staying confined to passive ETF holdings. Weekend Outlook: Where Altcoin Season Could Go If ETH inflows continue, we could see capital migrate into a potential altcoin season : 1. Layer-2 networks, such as Arbi trum and Optimism, as users seek lower-cost, high-speed access to ETH trading and DeFi activity; 2. DeFi protocols like Unisw ap or Aave, especially if staking and liquidity incentives draw in flows from yield-seeking investors; 3. AI-adjacent tokens, such as Render (RNDR) or Fetch.ai (FET), which often attract speculative attention tied to broader sentiment shifts. Key indicators will include shifts in open interest, funding rates, and token pair activity—especially during thinner weekend books. Rotation Based on Value, Not Hype Current sentiment suggests altseason may remain narrow. Funds appear to be flowing into tokens with proven use or structural upgrades. Arbitrage, governance features, and liquidity access will determine if rotation spreads beyond Ethereum. Potential spillover will likely follow tangible developments, rather than headline-driven speculation. If trader and investor interest continues to reflect ETH ETF flows, we may see growing volume in high-utility altcoins during the coming days and into the weekend. For now, ETH inflows remain the clearest driver of momentum. Their influence may spread, but is likely to do so in measured steps tied to adoption, usage, and structural changes across the ecosystem.ETH inflows reached a record on Monday, with U.S. spot Ethereum ETFs drawing $1 billion in a single session. BlackRock’s ETHA fund accounted for $640 million, and Fidelity’s FETH added $277 million. Overall ETF holdings now total $25.7 billion, and cumulative inflows this cycle exceed $10.8 billion. What ETH Flows Mean Now Large ETH inflows suggest heightened demand for ETH exposure. Historically, these inflows have provided momentum for sectors like DeFi, layer-2 networks, and infrastructure tokens. That trend may extend into a broader altcoin rotation, but timing could vary based on weekend trading volumes and macro sentiment. $ETH ETF inflow + $729,100,000 yesterday. Ethereum FOMO is just getting started. pic.twitter.com/eEQDECt0oW — Ted (@TedPillows) August 14, 2025 Sustained inflows also create a liquidity effect—capital allocated to ETFs often gets mirrored in derivative markets, staking platforms, and liquidity pools. This can influence funding rates and lending demand on ETH-related platforms, impacting trader positioning across connected assets. Early Signs of Spillover Activity Ethereum’s recent performance far outstripped Bitcoin’s. In July, ETH rose roughly 49% compared to Bitcoin’s 8% gain. The total crypto market cap passed $3.7 trillion, buoyed by ETF-driven activity. DEX trading data supports this momentum. Ethereum-based DEX volume hit $24.5 billion over 48 hours, twice Solana’s trading volume during the same window. That indicates capital circulation through Ethereum-native infrastructure. On-chain analytics also show wallet growth in ETH DeFi protocols, with daily active addresses in some L2 ecosystems climbing to multi-month highs. This participation uptick suggests that a portion of the ETF-fueled demand is filtering directly into the broader Ethereum ecosystem rather than staying confined to passive ETF holdings. Weekend Outlook: Where Altcoin Season Could Go If ETH inflows continue, we could see capital migrate into a potential altcoin season : 1. Layer-2 networks, such as Arbi trum and Optimism, as users seek lower-cost, high-speed access to ETH trading and DeFi activity; 2. DeFi protocols like Unisw ap or Aave, especially if staking and liquidity incentives draw in flows from yield-seeking investors; 3. AI-adjacent tokens, such as Render (RNDR) or Fetch.ai (FET), which often attract speculative attention tied to broader sentiment shifts. Key indicators will include shifts in open interest, funding rates, and token pair activity—especially during thinner weekend books. Rotation Based on Value, Not Hype Current sentiment suggests altseason may remain narrow. Funds appear to be flowing into tokens with proven use or structural upgrades. Arbitrage, governance features, and liquidity access will determine if rotation spreads beyond Ethereum. Potential spillover will likely follow tangible developments, rather than headline-driven speculation. If trader and investor interest continues to reflect ETH ETF flows, we may see growing volume in high-utility altcoins during the coming days and into the weekend. For now, ETH inflows remain the clearest driver of momentum. Their influence may spread, but is likely to do so in measured steps tied to adoption, usage, and structural changes across the ecosystem.
ETH ETFs Just Hit a $1 Billion Net Inflow Day – Could That Spur Altcoin Rotation This Weekend?
3 min read
ETH inflows reached a record on Monday, with U.S. spot Ethereum ETFs drawing $1 billion in a single session. BlackRock’s ETHA fund accounted for $640 million, and Fidelity’s FETH added $277 million. Overall ETF holdings now total $25.7 billion, and cumulative inflows this cycle exceed $10.8 billion.
What ETH Flows Mean Now
Large ETH inflows suggest heightened demand for ETH exposure. Historically, these inflows have provided momentum for sectors like DeFi, layer-2 networks, and infrastructure tokens. That trend may extend into a broader altcoin rotation, but timing could vary based on weekend trading volumes and macro sentiment.
Sustained inflows also create a liquidity effect—capital allocated to ETFs often gets mirrored in derivative markets, staking platforms, and liquidity pools. This can influence funding rates and lending demand on ETH-related platforms, impacting trader positioning across connected assets.
Early Signs of Spillover Activity
Ethereum’s recent performance far outstripped Bitcoin’s. In July, ETH rose roughly 49% compared to Bitcoin’s 8% gain. The total crypto market cap passed $3.7 trillion, buoyed by ETF-driven activity.
DEX trading data supports this momentum. Ethereum-based DEX volume hit $24.5 billion over 48 hours, twice Solana’s trading volume during the same window. That indicates capital circulation through Ethereum-native infrastructure.
On-chain analytics also show wallet growth in ETH DeFi protocols, with daily active addresses in some L2 ecosystems climbing to multi-month highs. This participation uptick suggests that a portion of the ETF-fueled demand is filtering directly into the broader Ethereum ecosystem rather than staying confined to passive ETF holdings.
Weekend Outlook: Where Altcoin Season Could Go
If ETH inflows continue, we could see capital migrate into a potential altcoin season:
1. Layer-2 networks, such as Arbitrum and Optimism, as users seek lower-cost, high-speed access to ETH trading and DeFi activity;
2. DeFi protocols like Uniswap or Aave, especially if staking and liquidity incentives draw in flows from yield-seeking investors;
3. AI-adjacent tokens, such as Render (RNDR) or Fetch.ai (FET), which often attract speculative attention tied to broader sentiment shifts.
Key indicators will include shifts in open interest, funding rates, and token pair activity—especially during thinner weekend books.
Rotation Based on Value, Not Hype
Current sentiment suggests altseason may remain narrow. Funds appear to be flowing into tokens with proven use or structural upgrades. Arbitrage, governance features, and liquidity access will determine if rotation spreads beyond Ethereum.
Potential spillover will likely follow tangible developments, rather than headline-driven speculation. If trader and investor interest continues to reflect ETH ETF flows, we may see growing volume in high-utility altcoins during the coming days and into the weekend.
For now, ETH inflows remain the clearest driver of momentum. Their influence may spread, but is likely to do so in measured steps tied to adoption, usage, and structural changes across the ecosystem.
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Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.
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Ethereum developers confirmed the Fusaka upgrade will activate on mainnet on December 3, 2025, following a systematic testnet rollout beginning on October 1 on Holesky.
The major hard fork will implement around 11-12 Ethereum Improvement Proposals targeting scalability, node efficiency, and data availability improvements without adding new user-facing features.
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Fusaka removes the previously planned EVM Object Format redesign to reduce complexity while maintaining focus on essential infrastructure improvements.
The upgrade introduces bounded base fees for blob transactions via EIP-7918, creating more predictable transaction costs for data-heavy applications.
Enhanced spam resistance and security improvements strengthen network resilience against scalability bottlenecks and attacks.
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The Fusaka rollout follows a conservative four-phase approach across Ethereum testnets before mainnet deployment.
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The second BPO fork activates January 7, 2026, reaching the final capacity of 14/21 blobs. This automated approach enables flexible blob scaling without requiring full network upgrades.
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The upgrade’s focus on infrastructure improvements aims to enhance base layer capacity while supporting continued Layer 2 growth.
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