Ether ETFs Record $726.7 Million Single-Day Inflow, Fueling Predictions of Market Leadership Shift

Paul Brody, Global Blockchain Leader at EY, made a bold prediction on CNBC this morning, stating that Ether (ETH) is poised to become a larger asset than Bitcoin (BTC). His assertion, shared via a tweet, comes amidst significant market activity, including record inflows into Ether exchange-traded funds (ETFs) that recently surpassed those of Bitcoin ETFs. The tweet, from "prbrody.eth," succinctly declared, "> Ether will be a larger asset than bitcoin. There I said it. This morning on CNBC. While you were asleep."

Brody's forecast is rooted in Ethereum's evolving role as a foundational technology for the global financial system. He emphasized that Ethereum is the primary programmable ecosystem for building stablecoins and tokenizing real-world assets, noting that approximately 85% of such assets are tokenized and delivered on-chain via Ethereum. According to Brody, the increasing utility and demand for transactions on the Ethereum network will drive "tremendous demand for ether and make it probably potentially a much larger asset than Bitcoin."

Recent market performance appears to lend credence to Brody's outlook. On Thursday, ETFs tracking Ether's price recorded daily inflows that exceeded those of Bitcoin ETFs for the first time, logging $602 million in net inflows compared to Bitcoin's $522 million. A day earlier, Ether funds saw a single-day record inflow of $726.7 million. This surge follows the signing of the GENIUS Act stablecoin legislation by President Donald Trump, which has been hailed as a significant regulatory tailwind for the crypto industry.

Institutional investors are increasingly turning to Ethereum for its utility as an infrastructure layer rather than mere speculative hype. While Bitcoin is often viewed as "digital gold" and a store of value, Brody positions Ethereum as a growth platform, akin to the internet's early adoption phase. This distinction highlights Ethereum's potential for long-term, steady growth driven by its integral role in decentralized finance and tokenization, attracting serious institutional engagement beyond price action.