Ethereum Is Now Outperforming Bitcoin In This Major Metric

Ethereum has been revealed to be outpacing Bitcoin in fund holdings growth. This comes as more institutions buy into ETH’s narrative, with there being an increase in the Ethereum ETF inflows since the start of the year. 

Ethereum Outpacing Bitcoin In Fund Holdings Growth

A CryptoQuant analysis revealed a shifting institutional allocation with Ethereum outpacing Bitcoin in fund holdings growth. Recent fund holdings data have shown a notable difference between ETH and BTC in relation to how institutions are allocating their capital. The analysis noted that while both assets have continued to attract long-term capital, the growth pace between them has shifted significantly over the past year. 

Bitcoin fund holdings currently stand at around 1.3 million BTC and have increased by around 36% over the last 12 months. The CryptoQuant analysis noted that this reflects steady but measured institutional accumulation, which is consistent with BTC’s role as a macro reserve and hedge against inflation. The analysis added that the capital entering BTC appears to be stable, paced, and less reactive to short-term market cycles. 

Meanwhile, Ethereum has experienced greater expansion. The total ETH fund holdings are 6.8 million ETH, up around 138% year-over-year (YoY). The CryptoQuant analysis noted that this acceleration aligns with the scaling of spot ETH ETF inflows. It further aligns with the rise in staking participation and Ethereum’s role as the foundation settlement layer for DeFi, tokenization, and layer-2 networks. 

The Ethereum/Bitcoin fund holdings ratio further illustrates the structural shift in institutional allocation. A year ago, the ETH fund holdings were about three times the size of the Bitcoin fund holdings. Now, the ratio is said to be close to five. The CryptoQuant analysis found that this is not just a temporary rotation but a sustained shift driven by differentiated narratives: Bitcoin as a digital monetary asset, and Ethereum as a yield-bearing network infrastructure.  

The analysis stated that the key implication is that institutions now view Ethereum as a core holding rather than a secondary allocation. On the other hand, Bitcoin retains its role as the dominant macro asset, but with a more mature and slower-growing ownership base. The continuation of this divergence in the ETH/BTC ratio is said to depend on ETF lows, on-chain activity trends, and broader liquidity conditions in global markets.

ETH Also Surpasses BTC In This Metric

Crypto research platform CryptoRank revealed that Ethereum has surpassed Bitcoin in digital asset treasuries (DATs) by total supply. ETH is now leading the way with 4.1% of its total supply held by institutional treasuries, followed by Bitcoin, with 3.6% held by DATs, and Solana, with 2.7% held by these institutions. 

CryptoRank stated that the surge in Ethereum holdings among these DATs coincided with Donald Trump’s signing of the GENIUS Act, which regulates the stablecoin industry. Since then, institutional investors have increased their ETH accumulation, positioning ETH as the core infrastructure asset of the DeFi economy.

Featured image from iStock, chart from Tradingview.com

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