Bitcoin and Ethereum ETFs Drive July Crypto Market Gains: What’s Behind the Bitcoin Price Surge?
In July 2025, the cryptocurrency market is witnessing unprecedented growth as inflows to Bitcoin ETFs and Ethereum ETFs hit all-time highs, exerting a powerful influence on both Bitcoin price and Ethereum price. With US-listed Bitcoin ETFs recording their second largest daily inflow since inception and new Ethereum ETFs attracting hundreds of millions of dollars in fresh capital, institutional demand is now the single most important driver behind Bitcoin price and Ethereum price trends.
This article reports on the latest ETF developments, analyzes how surging inflows are driving price action, and highlights trends like Donald Trump’s recent inclusion of Bitcoin ETFs and Ethereum ETFs in his own ETF bundle.
Latest Bitcoin ETFs and Ethereum ETFs Market Updates
The past week saw the U.S. Bitcoin ETFs smash records, with single-day net inflows exceeding $294 million. BlackRock’s iShares Bitcoin Trust attracted nearly $187.2 million in new investment, followed by Fidelity’s FBTC with $61.5 million—demonstrating a surge of institutional capital into Bitcoin ETFs. These flows have sent assets under management across all U.S. Bitcoin ETFs to unprecedented highs.
Source: Sosovalue
Meanwhile, the debut of spot Ethereum ETFs in the U.S. has seen an equally strong response. In mere days, nine U.S. Ethereum ETFs collectively brought in more than $300 million. BlackRock’s iShares Ethereum Trust quickly captured market leadership with over $126 million in early inflows. These rapid inflows confirm that institutional investors are eager to access Ethereum exposure through regulated ETFs.
Adding further momentum, Donald Trump recently announced that his new ETF investment bundle will officially include both Bitcoin ETFs and Ethereum ETFs. Trump’s high-profile endorsement lends further mainstream credibility to these vehicles and is already being linked by analysts to renewed inflow spikes.
How ETF Inflows Directly Shape Bitcoin Price and Ethereum Price
The most striking development of 2024 is just how closely Bitcoin price and Ethereum price now track net flows into Bitcoin ETFs and Ethereum ETFs. ETF demand explains as much as 80% of monthly bitcoin price movements, vastly outpacing the influence of corporate treasury buys or retail inflows.
When institutional capital pours into Bitcoin ETFs, issuers need to directly purchase BTC in spot markets, creating real buying pressure and lifting the Bitcoin price. The same mechanism is newly at play with Ethereum ETFs: as money flows in, providers purchase ETH, pushing Ethereum price higher. Recent data underlines this relationship—with July’s ETF inflow spikes directly preceding rallies in both Bitcoin price and Ethereum price, and periods of outflow or stagnation tending to coincide with price pullbacks.
This powerful price linkage means that ETF flows are not just a background factor but have become the dominant market driver. As institutional investors continue to ramp up their allocations into Bitcoin ETFs and Ethereum ETFs—especially with Trump’s endorsement now in the spotlight—market watchers expect further price volatility in both directions, tightly tied to the rhythm of net ETF inflows and outflows.
Institutional Dynamics, Market Concentration, and Regulatory Outlook
The surging popularity of Bitcoin ETFs and Ethereum ETFs is also changing the structure of the underlying market. With asset managers like BlackRock and Fidelity now responsible for huge pools of BTC and ETH, some experts are raising fresh questions over decentralization. If ETF providers amass enough of the circulating supply, it could centralize influence and potentially impact blockchain governance.
On the regulatory front, the SEC’s approval of spot ETH ETFs and the ongoing evolution of ETF rules has injected both optimism and a note of caution. As Bitcoin ETFs and Ethereum ETFs continue to pull in capital, they also increase the focus on market oversight and custodial practices—factors that could introduce future volatility or changes to how ETFs interact with spot markets and, as a result, with Bitcoin price and Ethereum price.
Conclusion
In summary, Bitcoin ETFs and Ethereum ETFs are now at the very center of crypto price formation, with net inflows dictating much of the trajectory for both Bitcoin price and Ethereum price. Trump’s headline-grabbing inclusion of Bitcoin ETFs and Ethereum ETFs in his ETF bundle will likely accelerate this trend, pulling more institutional and retail investors into the market. For anyone tracking crypto, understanding ETF flows is now essential—these are the levers moving prices, shaping sentiment, and defining the path ahead for digital assets.
