JPMorgan: ETH Has Lagged BTC on Price and Institutional Flows Since Oct. 2025 JPMorgan said ETH and the broader altcoin market may struggle…
JPMorgan: ETH Has Lagged BTC on Price and Institutional Flows Since Oct. 2025
JPMorgan said ETH and the broader altcoin market may struggle to catch up with BTC without a meaningful rebound in network activity, DeFi adoption and real-world use cases. Analysts led by Nikolaos Panigirtzoglou noted that since October 2025 deleveraging, ETH has underperformed BTC in both price and institutional flows, with spot BTC ETFs recovering about two-thirds of prior outflows versus roughly one-third for spot ETH ETFs.
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