Institutional Investors Shift Capital from Bitcoin to Ethereum Ahead of CLARITY Act Vote

Bitcoin's price has shown remarkable resilience this week, trading near $78,378 as of September 15, 2026, despite a significant institutional capital rotation away from Bitcoin exchange-traded funds (ETFs) toward Ethereum ETFs.

This divergence in investor behavior comes at a critical juncture, with the U.S. Senate scheduled to vote on the CLARITY Act today and the Federal Reserve poised to announce a likely 25 basis point interest rate hike tomorrow.

Institutional flows signal a tactical shift between September 8 and 11, Bitcoin spot ETFs experienced net outflows totaling approximately $463 million, abruptly ending a three-week streak of inflows.

Ethereum spot ETFs recorded inflows of $216 million on September 11 alone, marking their strongest day of the month and extending a four-week winning streak.