Ethereum ETFs Record Over $1 Billion in Daily Inflows
- Ethereum ETFs move over $1 billion in one day
- Companies are accumulating billions in Ethereum for the long term
- Staking removes 27% of ETH from market circulation
Ethereum ETFs in the United States reached a significant milestone, attracting $1,018 billion in net inflows in just one trading day. This volume, the largest ever recorded for the asset, resulted in these funds now holding approximately 8% of the cryptocurrency's total supply.
Products managed by giants like BlackRock, Fidelity, and Grayscale led the inflows, bringing the assets under management of spot Ethereum ETFs to approximately $20 billion. This movement reinforces demand pressure, as funds are absorbing more ETH than is generated daily on the network.
Meanwhile, companies are also strengthening their positions in Ethereum. In the last 30 days, more than US$1,6 billion has been invested in the cryptocurrency, with companies such as SharpLink Gaming, BitMine Immersion, Bit Digital, and BTCS making significant contributions. In total, approximately 545 ETH were acquired during this period, highlighting the asset's growing use as a corporate store of value, in a strategy similar to Bitcoin's adoption on balance sheets.
Another significant factor contributing to supply scarcity is staking on the Ethereum network. Currently, approximately 27% of all ETH in circulation is locked in the validation mechanism, significantly reducing the amount available for trading on the open market.
This prolonged lockup increases price sensitivity to changes in demand. In a context of heightened institutional and corporate interest, any increase in demand could trigger sharper movements in ETH's value, fueling the appreciation seen in recent months.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
How much CPO demand will Nvidia Rubin Ultra generate? Bernstein: Optical value per Pod will increase fivefold
Bernstein believes that the co-packaged optics (CPO) and fiber demand driven by Nvidia's Rubin Ultra architecture will surge significantly, with the optical content per Pod rising from $1 million to $5.4 million. This will propel the size of Nvidia's optical ecosystem market to $46.8 billion by 2028 (a 91% annual increase). Although the industry faces supply bottlenecks with InP substrates, the outlook remains positive. The institution reiterates its “outperform” rating for Lumentum, Coherent, and Ciena.

UBS Q3 implements a two-way strategy with gold options, heavily invests in technology stocks, and builds positions in SK Hynix (SKHY.US)
UBS Group (UBS.US) has submitted its Q3 holdings report (13F) as of September 30, 2026.

SpaceX (SPCX.US) reportedly attempts “de-Nvidiaization” at the rack level: developing Kessel cabinets to bypass L6 compute boards, purchasing only chips
SemiAnalysis: SpaceX has developed its own Kessel cabinet, bypassing Nvidia's L6 cards to provide more options for manufacturing its own hardware.

$3.7 billion “data center power equipment prepayments” abandoned! What did "the most active buyer of gas turbines", SoftBank, see?
In the second quarter of fiscal year 2026, SoftBank reported a net loss of $7.1 billion, primarily due to a $3.7 billion impairment charge from a $9.5 billion advance payment for power generation equipment for US data centers—of which about $2.9 billion was non-refundable and effectively lost. The CFO admitted that SoftBank placed orders before the project plan was finalized, and is now conducting a comprehensive review of its procurement strategy. "The most aggressive purchaser of gas turbines has now written off the deposit in this way."
