Investors Rush into Bitcoin ETFs Amid Growing Expectations for Fed Rate Cuts, While Ethereum Trails Behind

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ETFs experienced a total net inflow of $1.44 billion in the week that ended September 10, 2025, reflecting growing confidence among both institutional and retail participants in the cryptocurrency sector. ETFs were at the forefront, registering $757 million in net inflows on September 10 alone, marking the largest single-day increase since July. The majority of this movement was concentrated in Fidelity’s FBTC and BlackRock’s IBIT, which accounted for $299 million and $211 million, respectively. Meanwhile, Ethereum ETFs reversed their recent trend of outflows, bringing in $171 million that day, led by BlackRock’s ETHA ($74.5 million) and Fidelity’s FETH ($49.5 million) BTC, ETH ETFs Post Positive Flows as Prices Rebound - CoinDesk [ 1 ].

The uptick in inflows took place as both digital assets saw their prices climb. Bitcoin’s value rose above $114,000, while Ethereum’s price surpassed $4,400, buoyed by expectations surrounding the Federal Reserve’s upcoming meeting. According to Polymarket, there was an 82% chance forecasted for a 25-basis-point rate cut, which analysts believe could drive more capital out of money market funds and into higher-risk assets. Ongoing demand for ETFs is viewed as a structural support for Bitcoin, mirroring the asset’s earlier performance rallies in 2025 BTC, ETH ETFs Post Positive Flows as Prices Rebound - CoinDesk [ 1 ].

Looking at the month’s figures, the extent of the recovery becomes clear. Bitcoin ETFs accumulated $1.39 billion in September, making up for August’s $751 million outflow. Over the past six months, Bitcoin ETF inflows have consistently been positive, peaking at $6.02 billion in July. In contrast, September saw Ethereum ETFs record their first monthly outflow, losing $669 million after attracting $9.3 billion across June, July, and August. This split highlights Ethereum’s relatively weaker performance in 2025 when compared to Bitcoin’s steady institutional uptake BTC, ETH ETFs Post Positive Flows as Prices Rebound - CoinDesk [ 1 ].

The resurgence of ETF interest is occurring just ahead of the Fed’s September policy meeting, with speculation mounting about the potential for trillions in money market funds to shift towards riskier investments. While Bitcoin’s ETF inflows have acted as a persistent boost, Ethereum’s uneven results indicate that additional catalysts may be needed to reignite investor enthusiasm. Analysts observe that Ethereum’s latest positive inflows follow a $446 million outflow earlier in September, suggesting that investors are cautiously returning as the price rises BTC, ETH ETFs Post Positive Flows as Prices Rebound - CoinDesk [ 1 ].

In the larger picture, Bitcoin ETFs now account for 5.92% of the total BTC market capitalization, with net assets at $122.92 billion. Ethereum ETFs represent 2.86% of ETH’s market capitalization, totaling $9.27 billion in assets. Even as Ethereum has lagged, the recent inflows point to the asset’s resilience amid ongoing economic and regulatory uncertainty. The spotlight remains on Bitcoin, whose ETF liquidity has helped establish it as a core institutional holding in a changing macroeconomic environment BTC, ETH ETFs Post Positive Flows as Prices Rebound - CoinDesk [ 1 ].

Investor optimism is further reinforced by the historical link between ETF inflows and market price trends. The combination of post-halving dynamics and ETF-driven demand for Bitcoin has created a positive outlook. Nonetheless, experts warn that challenges such as new U.S. trade tariffs and worldwide economic changes may slow down this momentum. Despite these risks, the current inflows indicate that institutional interest and portfolio realignment are currently taking precedence BTC, ETH ETFs Post Positive Flows as Prices Rebound - CoinDesk [ 1 ].