Jamie Coutts CMT(@Jamie1Coutts):ethereum:native vs bitcoin:native ETF flows as % of market cap (the right way to compare them) Raw dollar flows favor size, not demand. Scale each day's flow to that day's market cap and the picture flips: • 1M: ETH absorbed ~2.4x BTC's flow-intensity • 3M: BTC net outflow-intensity (−0.12%) vs ETH +0.41% • 6M: BTC flat/negative (−0.02%) vs ETH +0.38% Advisors and institutions are positioning in ETH for the tokenisation thematic, not just chasing beta.

Jamie Coutts CMT

@Jamie1Coutts

Chief Crypto Analyst, @Realvision | Founder, Helios Analytics | Built the crypto research product, Bloomberg Intelligence | Freedom over Fear. Always. #Bitcoin#

Joined June 2011

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Jamie Coutts CMT@Jamie1Coutts

2026.08.27 23:52

ethereum:native vs bitcoin:native ETF flows as % of market cap (the right way to compare them) Raw dollar flows favor size, not demand. Scale each day's flow to that day's market cap and the picture flips: • 1M: ETH absorbed ~2.4x BTC's flow-intensity • 3M: BTC net outflow-intensity (−0.12%) vs ETH +0.41% • 6M: BTC flat/negative (−0.02%) vs ETH +0.38% Advisors and institutions are positioning in ETH for the tokenisation thematic, not just chasing beta.