Altcoin ETFs Poised: ETH Inflows Top BTC, UNI/AAVE/LINK
US SEC received five altcoin ETF applications in October 2025 amid growing institutional adoption of regulated crypto funds. In Q3 2025, spot ETH ETFs attracted $9.6B in inflows, outpacing BTC ETFs’ $8.7B. This rotation highlights demand for non-Bitcoin ETFs. On-chain data show smart money accumulating UNI, AAVE and LINK ahead of potential altcoin ETF approvals. Issuers aim to replicate Bitcoin and Ethereum ETF success while avoiding unregulated platforms. However, BlackRock’s absence in the first wave could limit inflows; its BTC ETF has raised $28.1B YTD. Traders should track SEC filings and issuer participation for clues to fresh capital flows into top altcoins.
Bullish
The surge in ETH ETF inflows over BTC demonstrates strong institutional demand for altcoin ETFs. Smart money accumulation of UNI, AAVE and LINK points to upfront positioning ahead of approvals. While BlackRock’s absence may temper initial flows, overall market readiness and regulatory confidence suggest renewed capital entering major altcoins, supporting both short-term rallies and sustained long-term growth.