Trillions Ether ETFs Finally Wake Up
16 snips
Aug 14, 2025 
In this discussion, Matt Hougan, CIO of Bitwise Asset Management and a former ETF analyst, shares his insights on the booming Ether ETFs, which have recently reached a staggering $10 billion in record time. They delve into Ether’s recent price surge, the implications of its rising popularity for the crypto market, and how it compares to Bitcoin's established role. The panel also explores the distinct purposes of Bitcoin and Ethereum, the emergence of stablecoins, and the competitive landscape of blockchain technologies, offering a fresh perspective on investing in cryptocurrencies.
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Ether ETFs Caught A Late Surge
- Ethereum ETFs rallied after a slow start because Ether's price doubled in three months, sparking large inflows.
- BlackRock's ETH ETF became the fastest to $10B outside bitcoin, showing big institutional demand.
Timing And Narrative Drove Different ETF Paths
- Bitcoin satisfied a decade of pent-up demand as a clear "digital gold" narrative, while Ethereum launched sooner and into a downturn.
- Once Ethereum developed a clearer use case and market stability, its ETF flows accelerated dramatically.
Add Ethereum To Bitcoin Positions
- Diversify crypto exposure: many buyers who purchased Bitcoin ETFs later added Ethereum ETFs to broaden holdings.
- Consider ETH if you believe in stablecoin rails and tokenization as distinct growth narratives.