江卓尔：ETF资金相对流入更强，或成本轮ETH涨幅跑赢BTC的重要原因

Odaily reported that Jiang Zhuoer, founder of LakeBTC mining pool, stated that last week, Bitcoin and Ethereum spot ETFs recorded approximately $1.92 billion and $700 million in capital inflows, respectively, with Ethereum ETF inflows reaching about 36.4% of Bitcoin's. Meanwhile, ETH's total market cap currently stands at approximately 18.8% of BTC's, and the proportion of its ETF capital inflows is significantly higher than the market cap ratio between the two.

Jiang Zhuoer indicated that stronger relative capital inflows may be one of the factors driving ETH's outperformance over BTC recently, with ETH recording a maximum gain of approximately 35.9% this cycle, higher than BTC's 26.6%. Additionally, as the U.S. advances crypto market structure legislation and asset tokenization, the development of RWA could further boost market attention on smart contract public chains.