以太坊流入空间比特币流出：机构采用加热

以太坊ETF正在看到大量流入，而比特币经历流出，表明了机构加密采用的转变和潜在的季后赛。

Ethereum Inflows Outpace Bitcoin Outflows: Institutional Adoption Heats Up

以太坊流入空间比特币流出：机构采用加热

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.

加密世界正在以明显的转变嗡嗡作响：以太坊ETF正在经历大量流入，而比特币ETF则看到流出。这种动态表明，以太坊的制度采用越来越多，并且在制造中可能是“替代”。

Ethereum's ETF Dominance

以太坊的ETF优势

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.

最近的数据描绘了一幅清晰的图片。 2025年7月24日，以太坊斑点ETF的净流入量为2.31亿美元，标志着连续15天的正流量。相比之下，比特币ETF在同一天仍然看到2.27亿美元的流入，但被以太坊的势头所掩盖。像贝莱德（Blackrock）这样的主要参与者正在领导这一指控，对以太坊ETF的流入做出了重大贡献。

The Numbers Don't Lie

数字不撒谎

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.

以太坊激增的规模令人印象深刻。在最近的10天期间，以太坊ETF吸引了超过30亿美元的累积流入。仅在7月24日，以太坊的净流入总计为5.33亿美元，自趋势开始以来的总流入量超过40亿美元。同时，比特币在同一天面临8900万美元的外流。

Why Ethereum?

为什么要以太坊？

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.

那么，是什么推动了这一转变？市场观察者指出，以太坊的基础设施，包括第2层解决方案和与AI相关的项目，将其定位为资本流入的焦点。自4月低点以来，以太坊的表现已经超过比特币，这是由于改善技术条件的驱动。分析师Michaëlvan de Poppe甚至将流入量继续前进，以太坊的潜在目标目标为4,000美元。

Institutional Adoption: A Paradigm Shift

机构采用：范式转变

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.

这不仅仅是短期收益。它强调了机构加密采用的更广泛的范式转变。尽管比特币ETF最近吸收了超过100亿美元的净流入，但以太坊的持续流入突出了向山寨币的旋转。机构似乎正在优先考虑以太坊的可扩展基础设施和主动发展路线图。

A Word of Caution

谨慎

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.

当然，要调节期望至关重要。市场波动可能会破坏预测，比特币的性能可能间接影响以太坊。如果比特币稳定，以太坊的ETF流入趋势可能会面临逆风。但是，当前的趋势表明，机构正在认真评估以太坊在多元化加密货币组合中的作用。

Looking Ahead

展望未来

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的创始人Wang Feng强调比特币和以太坊是机构采用的基石。他还指出，有潜力简化交易的Stablecoins将渗透到各种行业。区块链技术的集成被视为