Bitcoin, for its part, is holding firm despite the outflows, a sign of underlying spot support even as its dominant ETF bid weakens, according to Glassnode’s most recent weekly report.

For now, bitcoin is absorbing ETF outflows without breaking, a sign of underlying spot strength even as momentum indicators flash overbought. Whether ether’s setup marks the start of a durable rotation or a short-lived burst will depend on ETH funds sustaining inflows and bitcoin’s positioning unwinding without a sharp correction.

It also hinges on the quality of the activity on chain. The stablecoin summer of 2025, when USDC and USDT transfer volumes surged and drove Ethereum to record economic throughput, set the benchmark for a fundamentally driven rally that helped push ether toward $4,000.

This week’s data points in the opposite direction. Transactions are up 41%, but stablecoin volume is down 42.6%, signaling more activity with less value behind it. Closing that gap is what would turn a rotation into something more durable.

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Rave

RAVE’s sudden surge into crypto’s top ranks has drawn intense attention, with a mix of unusual trading patterns, tight supply and market dynamics fueling debate over what’s really behind the move.

What to know:

  • RAVE, the native token of RaveDAO, has soared more than 6,000% over the past month, briefly vaulting into the top 50 cryptocurrencies by market value after a weeklong surge from about 25 cents to above $14.
  • The project markets itself as a Web3 music protocol linking EDM culture with blockchain,…

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