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Ethereum News Update: Optimism Surrounding Ethereum’s Supercycle Faces $1.4B ETF Outflows and Skepticism from Competitors

Ethereum News Update: Optimism Surrounding Ethereum’s Supercycle Faces $1.4B ETF Outflows and Skepticism from Competitors

Bitget-RWA2025/11/16 22:28
By:Bitget-RWA

- Ethereum (ETH) fell below $3,100 on Nov 16, 2025, amid institutional selling and macroeconomic uncertainty, with ETF outflows reaching $1.42 billion since early November. - Fundstrat's Tom Lee argued ETH could enter a Bitcoin-like "supercycle," but critics questioned its defensibility against rivals and unique utility compared to other chains. - Harvard's $443M allocation to BlackRock's IBIT ETF highlighted growing institutional crypto interest, contrasting with Bitcoin ETFs' $1.6B three-day outflows. -

On November 16, 2025, Ether (ETH) slipped beneath the $3,100 mark, representing a notable pullback for the second-largest digital asset as investor mood soured due to conflicting institutional cues and overall crypto market weakness. This downturn occurred while Tom Lee of Fundstrat Global Advisors

, a perspective that has met resistance from skeptics who doubt Ethereum's ability to fend off competitors. At the same time, ETFs on Thursday—the largest since October 10—bringing total net outflows to $1.42 billion since the start of November.

This price movement mirrored wider market headwinds, as institutional selling and economic uncertainty put pressure on digital assets. For example, Harvard University's endowment

in BlackRock's (IBIT), the largest spot ETF globally. This decision , even as Bitcoin ETFs themselves saw $1.6 billion in outflows over three days—the steepest in nine months.

Ethereum News Update: Optimism Surrounding Ethereum’s Supercycle Faces $1.4B ETF Outflows and Skepticism from Competitors image 0
This price movement mirrored wider market headwinds, as institutional selling and economic uncertainty put pressure on digital assets. For example, Harvard University's endowment in BlackRock's iShares Bitcoin Trust (IBIT), the largest spot bitcoin ETF globally. This decision , even as Bitcoin ETFs themselves saw $1.6 billion in outflows over three days—the steepest in nine months.

Lee’s optimistic outlook for Ethereum

since 2017, despite the asset’s volatility—ETH has suffered six drops of more than 50% over the last 8.5 years. Yet, , including well-known bitcoin supporter "The Bitcoin Therapist," who asked what sets it apart from the many other blockchains. This ongoing debate points to a larger issue in the crypto space: whether Ethereum’s technical advances, such as Layer-2 scaling, can support its high valuation in a competitive landscape.

There is a split among institutional players. While

in Bitcoin’s future, further cements Bitcoin’s reputation as a value store. In contrast, Ethereum’s recent outflows and large-holder activity indicate mixed strategies. for $7.7 million, while a single major holder acquired 16,937 , showing divergent approaches.

The negative market mood also affected

, which slid 4.3% to $2.22 despite the introduction of a U.S. spot XRP ETF (XRPC). The ETF launched with $58.6 million in trading volume on its first day but was unable to steady the token, which saw $25 million in long positions liquidated. on a general move away from risk and Bitcoin’s recent weakness, as it had dropped over 5% in the previous week. , "The road upward is never perfectly smooth"—a reminder of the cyclical nature of crypto markets and the patience needed to weather their ups and downs.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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