以太坊流入空間比特幣流出：機構採用加熱

以太坊ETF正在看到大量流入，而比特幣經歷流出，表明了機構加密採用的轉變和潛在的季后賽。

Ethereum Inflows Outpace Bitcoin Outflows: Institutional Adoption Heats Up

以太坊流入空間比特幣流出：機構採用加熱

The crypto world is buzzing with a noticeable shift: Ethereum ETFs are experiencing significant inflows, while Bitcoin ETFs are seeing outflows. This dynamic suggests growing institutional adoption of Ethereum and a possible "altseason" in the making.

加密世界正在以明顯的轉變嗡嗡作響：以太坊ETF正在經歷大量流入，而比特幣ETF則看到流出。這種動態表明，以太坊的製度採用越來越多，並且在製造中可能是“替代”。

Ethereum's ETF Dominance

以太坊的ETF優勢

Recent data paints a clear picture. On July 24, 2025, Ethereum spot ETFs recorded a net inflow of $231 million, marking 15 consecutive days of positive flows. In contrast, Bitcoin ETFs, while still seeing inflows of $227 million on the same day, were overshadowed by Ethereum's momentum. Major players like BlackRock are leading the charge, contributing significantly to Ethereum ETF inflows.

最近的數據描繪了一幅清晰的圖片。 2025年7月24日，以太坊斑點ETF的淨流入量為2.31億美元，標誌著連續15天的正流量。相比之下，比特幣ETF在同一天仍然看到2.27億美元的流入，但被以太坊的勢頭所掩蓋。像貝萊德（Blackrock）這樣的主要參與者正在領導這一指控，對以太坊ETF的流入做出了重大貢獻。

The Numbers Don't Lie

數字不撒謊

The scale of Ethereum's surge is impressive. Ethereum ETFs have attracted cumulative inflows exceeding $3 billion over a recent 10-day period. On July 24 alone, net inflows for Ethereum totaled $533 million, pushing total inflows above $4 billion since the trend began. Meanwhile, Bitcoin faced $89 million in outflows on the same day.

以太坊激增的規模令人印象深刻。在最近的10天期間，以太坊ETF吸引了超過30億美元的累積流入。僅在7月24日，以太坊的淨流入總計為5.33億美元，自趨勢開始以來的總流入量超過40億美元。同時，比特幣在同一天面臨8900萬美元的外流。

Why Ethereum?

為什麼要以太坊？

So, what's driving this shift? Market observers point to Ethereum's infrastructure, including layer-2 solutions and AI-related projects, positioning it as a focal point for capital inflows. Ethereum has outperformed Bitcoin by 70% since April lows, driven by improved technical conditions. Analyst Michaël van de Poppe even projects a potential price target of $4,000 for Ethereum if inflows continue.

那麼，是什麼推動了這一轉變？市場觀察者指出，以太坊的基礎設施，包括第2層解決方案和與AI相關的項目，將其定位為資本流入的焦點。自4月低點以來，以太坊的表現已經超過比特幣，這是由於改善技術條件的驅動。分析師Michaëlvan de Poppe甚至將流入量繼續前進，以太坊的潛在目標目標為4,000美元。

Institutional Adoption: A Paradigm Shift

機構採用：範式轉變

This isn't just about short-term gains. It underscores a broader paradigm shift in institutional crypto adoption. While Bitcoin ETFs have absorbed over $10 billion in net inflows recently, Ethereum's sustained inflows highlight a rotation toward altcoins. Institutions seem to be prioritizing Ethereum's scalable infrastructure and active development roadmap.

這不僅僅是短期收益。它強調了機構加密採用的更廣泛的範式轉變。儘管比特幣ETF最近吸收了超過100億美元的淨流入，但以太坊的持續流入突出了向山寨幣的旋轉。機構似乎正在優先考慮以太坊的可擴展基礎設施和主動發展路線圖。

A Word of Caution

謹慎

Of course, it's essential to temper expectations. Market volatility could disrupt projections, and Bitcoin's performance could indirectly affect Ethereum. If Bitcoin stabilizes, Ethereum's ETF inflow trend may face headwinds. However, the current trend suggests institutions are seriously evaluating Ethereum's role in diversified crypto portfolios.

當然，要調節期望至關重要。市場波動可能會破壞預測，比特幣的性能可能間接影響以太坊。如果比特幣穩定，以太坊的ETF流入趨勢可能會面臨逆風。但是，當前的趨勢表明，機構正在認真評估以太坊在多元化加密貨幣組合中的作用。

Looking Ahead

展望未來

Wang Feng, founder of LK Crypto, emphasizes Bitcoin and Ethereum as cornerstones of institutional adoption. He also notes that stablecoins, with their potential to streamline transactions, are set to permeate various industries. The integration of blockchain technology is seen as an

LK Crypto的創始人Wang Feng強調比特幣和以太坊是機構採用的基石。他還指出，有潛力簡化交易的Stablecoins將滲透到各種行業。區塊鏈技術的集成被視為