"Cryptoquant analysts find that BTC and ETH have exhibited markedly diverging supply-demand structures throughout April 2026. Bitcoin dominance is likely to persist until ether shows sustained spot buying."
"Bitcoin's April recovery was driven by spot demand, with real buyers purchasing and holding BTC rather than leveraged positions in the futures market. The data behind that demand is concrete as U.S. bitcoin spot exchange-traded funds (ETFs) recorded $532 million in net inflows on May 4 alone."
"Ether's situation looks different, given U.S. Ethereum spot ETFs did log $61.29 million in net inflows on May 4, but the scale and consistency of ETH's institutional flows have not matched bitcoin's trajectory."
In 2026, Bitcoin and ether are experiencing divergent supply-demand structures, with Bitcoin showing strong spot demand and ether lagging behind. Bitcoin's price reached over $81,000, driven by significant institutional buying, while ether's inflows have not matched this momentum. Bitcoin's dominance in the market is expected to continue until ether demonstrates sustained spot buying. The difference in demand types—spot versus leveraged—affects price stability and market dynamics, indicating that a broader altcoin rally may depend on ether's performance aligning with Bitcoin's.
Read at news.bitcoin.com
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