Bitcoin will retain 80-85% of ETF market share – Analyst reveals how

- BTC ETFs may dominate 85% of the market share when altcoin ETFs go dwell.
- Benjamin Cowen expects BTC dominance to soar to 66%.
Bitcoin [BTC] would retain a large market share amongst establishments, regardless of the potential of altcoin ETFs (exchange-traded funds).
In keeping with Bloomberg analyst Eric Balchunas, the altcoins can be a ‘minor dent.’ He stated,
“Bitcoin ETFs command 90% of all of the crypto fund belongings globally. Whereas a ton of alt/memecoin ETFs are probably going to hit market this 12 months, they’ll solely make minor dent, Bitcoin prone to retain no less than 80-85% share long-term.”

Supply: Bloomberg
Per the connected chart, general BTC ETFs have $110 billion in belongings beneath administration (AUM) whereas ETH merchandise management $7 billion (5% of market share) as of April 2025.
BTC dominance soars
The present ETF share barely mirrors the highest belongings’ present spot market dimension. ETH market share has dropped to 7% from 19% peak ranges in 2024. Quite the opposite, BTC dominance surged to 64.5% from 50% (together with stablecoin market cap).
Actually, analyst Benjamin Cowen echoed Balchunas’ projection. He stated that BTC may lengthen its outperformance in opposition to altcoins and hit 66%.
“I believe that ALT/BTC pairs will proceed to bleed right here, identical to they did final 12 months when the Fed introduced they’d gradual Quantitative Tightening (QT). BTC dominance to 66%.”

Supply: X
That stated, the U.S. spot BTC ETFs recorded sustained sell-offs in 2025. Underneath tariff uncertainty, over $4 billion was withdrawn from the merchandise between February and April.

Supply: Soso Worth
Nonetheless, on the twenty first of April, the merchandise logged $381 million in day by day inflows, the very best since February. The renewed curiosity in BTC adopted a U.S. greenback sell-off and flight to gold and the digital asset as ‘secure havens.’ The full internet belongings stood at $97 billion.
Within the meantime, on the time of writing, BTC exchanged fingers at $88.4K.
The subsequent step can be clearing the 200-day Transferring Common (MA) at $88.3K and the earlier range-low at $92K to keep up the restoration.

Supply: BTC/USDT, TradingView





