Ethereum Leads the Rebound as Bitcoin ETFs Shed $758M

Share

Weekly Channel Summary

This week, the Crypto ETF Channel (excluding Multicoin products) comprises 71 ETFs managed across 22 issuers, representing a total Assets Under Management (AUM) of $90.30B. The channel experienced negative net flows over the trailing 5-day period, shedding -$757M. Year-to-date, the channel has seen net outflows of -$3,696M, though the 1-year trailing flow remains strongly positive at $21,247M.

This Week’s Performance Leaders and Laggards

Ethereum ETFs led the channel this week with an impressive 6.04% return, followed closely by Altcoin ETFs at 5.43%. While Bitcoin ETFs lagged their peers on a relative basis, they still posted a solid 4.73% gain. Despite this weekly bounce, all categories remain deeply in the red year-to-date, with Ethereum acting as the primary laggard, down -40.78% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Ethereum 6.04% -24.91% -18.46% -42.92% -40.78% -36.23%
Altcoin 5.43% -22.93% -19.35% -44.56% -39.33% -57.97%
Bitcoin 4.73% -18.78% -8.42% -23.94% -22.13% -37.02%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing individual fund this week was the 21Shares Canton Network ETF (TCAN), surging 12.37%. On the opposite end of the spectrum, the Volatility Shares Stellar ETF (STLR) and the Grayscale Avalanche Staking ETF (GAVA) were the two worst-performing funds, pulling back -2.03% and -1.79% respectively.

Ticker Fund Name WTD Performance
Top Performers
TCAN 21Shares Canton Network ETF 12.37%
TSUI 21Shares Sui ETF 9.64%
SUIS Canary Staked SUIS ETF 9.61%
DOJE REX-Osprey DOGE ETF 9.57%
BWOW Bitwise Dogecoin ETF 9.55%
Bottom Performers
STLR Volatility Shares Stellar ETF -2.03%
GAVA Grayscale Avalanche Staking ETF -1.79%
ORO Arrow Valtoro ETF -1.52%
BAVA Bitwise Avalanche ETF -1.10%
VAVX Vaneck Avalanche Etf -1.08%

Analyzing the Weekly Flows

Total net flows for the evaluated channel registered at -$757M for the week. The Altcoin category was the only area to see net positive capital movement, gathering $16M to push its total AUM to $2.42B. In contrast, Bitcoin was the largest outflow category, facing intense selling pressure as -$758M exited the space.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Altcoin 38 $2.42B $16M $289M $606M $943M $4,261M
Ethereum 13 $9.02B -$15M -$878M -$455M -$1,192M $7,530M
Bitcoin 20 $78.86B -$758M -$5,904M -$2,499M -$3,447M $9,456M

Top & Bottom 5 ETFs by 5-Day Flow

On an individual fund level, the Hashdex Nasdaq CME Crypto Index ETF (NCIQ) easily captured the top spot for inflows, taking in $110M. Conversely, the market’s heaviest losses were driven by the iShares Bitcoin Trust ETF (IBIT) and the Grayscale Bitcoin Trust ETF (GBTC), suffering massive outflows of -$626M and -$149M, respectively.

Ticker Fund Name 5-Day Flow
Inflows
NCIQ Hashdex Nasdaq CME Crypto Index ETF $110M
ARKB ARK 21Shares Bitcoin ETF $36M
ETHB iShares Staked Ethereum Trust ETF $33M
BTC Grayscale Bitcoin Mini Trust ETF $28M
MSBT Morgan Stanley Bitcoin Trust ETF $11M
Outflows
IBIT iShares Bitcoin Trust ETF -$626M
GBTC Grayscale Bitcoin Trust ETF -$149M
BITO ProShares Bitcoin ETF -$31M
FBTC Fidelity Wise Origin Bitcoin Fund -$22M
BITW Bitwise 10 Crypto Index ETF -$19M

Issuer League Table Update

The crypto ETF landscape remains top-heavy, with the two largest issuers—iShares and Grayscale—maintaining commanding 57.51% and 16.56% market shares, respectively. Despite this dominance, Hashdex was the most successful at gathering new assets this week. Conversely, the market leader iShares suffered the week’s most severe drawdown, logging net outflows of -$610M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 3 $52.35B 57.51%
Grayscale 11 $15.08B 16.56%
Fidelity 3 $12.05B 13.23%
Bitwise 11 $3.96B 4.35%
21 Shares 12 $2.29B 2.51%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Hashdex $114M
21 Shares $40M
Morgan Stanley $11M
Outflows
iShares -$610M
Grayscale -$142M
ProShares -$33M

For a deeper dive into these trends, access our FREE, in-depth Crypto ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.