

Ethereum CRUSHES Bitcoin With 10x Inflows! Wall Street's New Favorite?
11 snips Aug 28, 2025
Matt Hougan, CIO of Bitwise and a keen crypto strategist, joins the discussion on the rising prominence of Ethereum, which is currently outpacing Bitcoin in inflows, pulling 10x more recently. They delve into the potential impacts of the Bitcoin Reserve Act on the market and the shift in institutional interest towards Ethereum’s technological advantages. The conversation also touches on the future of altcoins, speculating on an upcoming altcoin season amidst the evolving legislative landscape and the increasing interest in crypto equities.
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Ethereum ETF Floodlights Institutional Demand
- Ethereum ETFs pulled ~$4 billion in August, annualizing near $50B and outpacing Bitcoin ETF traction.
- Matt Hougan says institutional demand will likely continue for the rest of the year.
Professionals Prefer Tokenization Over Gold
- Professional investors often skip gold-like Bitcoin and favor technology exposures such as Ethereum.
- Hougan argues tokenization, stablecoins, and cashflow narratives fit a pro investor framework.
Compounding Events Sparked ETH's Rally
- A chain of upgrades, governance changes, and stablecoin/tokenization trends catalyzed ETH's rally.
- Tom Lee amplified an existing bull market, accelerating inflows and prices.