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🚨 Ethereum’s July capital inflow ratio was 9.4× Bitcoin’s. So why are institutions suddenly buying $ETH ? According to data cited by DWF Labs, Ethereum spot ETFs have significantly outperformed Bitcoin on a Flow-to-AUM basis since June. The contrast is striking: 📉 June: $ETH ETF net outflows = 4.65% of AUM $BTC ETF net outflows = 8.09% 📈 July: $ETH ETF net inflows = 3.19% of AUM $BTC ETF net inflows = 0.34% That means Ethereum’s relative capital attraction was roughly 9.4× Bitcoin’s in July. So what changed? One possible explanation is valuation + capital rotation. Bitcoin ETFs have attracted significant hedge-fund basis-trading capital. As the futures/spot spread compressed toward much thinner returns, some of that fast-moving capital naturally became less aggressive. Ethereum, meanwhile, spent months underperforming, with the ETH/BTC ratio pushed toward historically depressed levels. That weakness may have created a more attractive entry point for longer-term allocators. There’s another important shift: the type of capital entering ETH may be changing. Institutional investors are increasingly looking beyond simple price appreciation toward Ethereum’s broader economic model—staking yield, network activity, DeFi, tokenization, and Layer-2 settlement. That could gradually change the narrative from: “Ethereum is outdated.” to: “Ethereum may be undervalued relative to its long-term utility.” Of course, one month of relative flows doesn’t guarantee a sustained trend. The real question is whether this capital rotation continues. If institutions keep favoring ETH over BTC on a relative basis, could $ETH finally begin a meaningful ETH/BTC recovery in the second half of the year? 👀 Or is this simply a temporary valuation catch-up? DYOR. NFA. #SandiskDealsInFocus #BTCVolumeDriesUp