Yesterday's net capital inflow into Bitcoin and Ethereum spot ETFs truly boosted the overall market sentiment. A close look at this data reveals: crypto assets are being acceleratedly absorbed by the mainstream financial system.

Currently, the total net asset value of Bitcoin spot ETFs has accounted for 6.52% of Bitcoin's total market capitalization, while Ethereum spot ETFs account for 5.04%. The holdings ratio of these two most important crypto assets continues to rise—what does this indicate? It shows that the integration of crypto assets into traditional financial systems is no longer a future trend but an ongoing process.

The specific numbers further illustrate the point. Since approval, Bitcoin ETFs have accumulated a net inflow of $56.96 billion, with total net assets surpassing $114.4 billion, making it the largest crypto ETF sector globally. This expanding scale provides a stable buying foundation for Bitcoin. More importantly, it allows ordinary traditional financial investors to allocate crypto assets through compliant channels, significantly lowering the entry barrier.

The degree of institutional participation further highlights this trend. Institutional investors hold 25.4% of the managed assets in Bitcoin ETFs, totaling over $26.8 billion. This figure indicates that major institutions' recognition of crypto assets is genuinely increasing.

In comparison, Ethereum ETFs are still smaller in scale but are growing rapidly. The cumulative net inflow has reached $12.4 billion, with total net assets of $17.99 billion, accounting for 5.04% of Ethereum's total market value. As Ethereum's staking ecosystem becomes more mature and with the anticipated rise of stakable ETFs, the market size of Ethereum ETFs still has significant room for growth. If a stakable Ethereum ETF is successfully approved, it is expected to attract a large influx of institutional funds.