Michael Twerpin, one of many earliest crypto thought leaders and influencers, whom CNBC has named the “Crypto Godfather,” has addressed the neighborhood, speaking concerning the two largest cryptocurrencies — Bitcoin and Ethereum.
Specifically, Twerpin in his tweet highlighted a large surge in Ethereum ETF inflows which have been going down just lately.
Ethereum prepares to outperform Bitcoin on this cycle: Twerpin
Twerpin talked about the huge inflows into spot Ethereum ETFs this August, after they reached an all-time excessive of $1 billion for the primary time in historical past on Aug. 11. The Ethereum value additionally continues to develop; by now, it has surpassed $4,200, whereas Bitcoin has declined from the latest all-time excessive of $124,000 and is now altering arms under $114,000.
The Crypto Godfather acknowledged that Bitcoin is consolidating, whereas Ethereum ETFs are growing their holdings, calling this course of “textbook cycle rotation dynamics.” He believes that monetary establishments are actually embracing “merge economics + DeFi yields.” And this, in his view, is a “strategic positioning for Ethereum’s relative outperformance in late Supercycle.”
File $ETH ETF inflows whereas $BTC consolidates = textbook cycle rotation dynamics. Establishments front-running merge economics + DeFi yields. Strategic positioning for Ethereum’s relative outperformance in late Supercycle.
— Michael Terpin (@michaelterpin) August 20, 2025
Spot Bitcoin ETFs attain new ATH
In accordance with on-chain knowledge company CryptoQuant, spot Bitcoin exchange-traded funds have hit a brand new historic peak in BTC holdings this week. Specifically, this occurred due to the 2 largest ETFs — BlackRock’s IBIT and Constancy’s FBTC.
BlackRock & Constancy Drive ETF Holdings to 1.25M BTC ATH
“U.S. Bitcoin spot ETFs have reached a historic milestone. As of August 17, 2025, these funds collectively maintain 1.25 million BTC, the very best stage ever recorded” – By @CryptoOnchain pic.twitter.com/woouD3F7sS
— CryptoQuant.com (@cryptoquant_com) August 20, 2025
The aforementioned knowledge supply has reported that, as of Aug. 17, Bitcoin ETFs maintain a whopping 1.25 million Bitcoin. That is the very best stage that has ever been recorded in these ETFs. A complete of 1.25 million BTC is valued at $1,422,460,000 in fiat.
