Recent projections indicate that Ethereum ETFs may surpass Bitcoin ETFs in market share percentage by September 2025. This forecast comes from Hildebert Moulié, a data analyst at Dragonfly.
Sharp Momentum for ETH Inflows
Currently, Ethereum ETFs control 5.08% of all existing ETH, compared to Bitcoin ETFs' 6.38% of the total BTC supply. If current inflow trends continue, Ethereum is set to overtake Bitcoin ETFs in the next couple of months. This influx is largely driven by institutional investor interest.
Comparing Ethereum and Bitcoin
According to the analysis, Ethereum differentiates itself from Bitcoin not just as a store of value but also for its yield-generating capabilities through staking and involvement in decentralized finance. Commenting on market changes, Moulié noted: 'This is not a fall of Bitcoin, but a rise of Ethereum as a financial asset class.'
Implications for the Crypto Market
If Ethereum ETFs maintain higher dominance by September 2025, this could lead to a redefinition of investor perceptions of crypto assets. Bitcoin will remain a store of value, while Ethereum may position itself as a technology platform and decentralized finance instrument. Experts recommend institutions diversify their investments, moving away from a Bitcoin-centric approach.
The increasing dominance of Ethereum signifies ongoing changes in how major players perceive crypto assets. September 2025 could mark a pivotal moment in the evolution of digital asset investments.
