This article was first published on The Bit Journal. Ethereum Surge sees the world’s second-largest cryptocurrency rapidly outpacing Bitcoin (BTC), as institutional investors increasingly shift their focus toward the leading smart contract platform dominating the digital asset landscape.

The institutional fund holdings in Ethereum have increased by an astounding 138% over the last year, making nearly four times the rate of growth of Bitcoin, indicating a significant change in market sentiment, and driving a great Ethereum surge in the global markets.

Ethereum Surge Fueled by Institutional Inflows

Once seen as merely an “alternative play” to Bitcoin, Ethereum is now stepping confidently out of Bitcoin’s shadow. Recent fund data shows that Ethereum holdings have soared to approximately 6.8 million Ethereum, which is mostly due to spot ETF inflows, enticing staking yields, and the increasing dominance of Ethereum throughout DeFi and asset tokenization. 

Such institutional interest has brought additional momentum to the current Ethereum surge which has made it a dominant figure in the next crypto cycle.

Bitcoin’s Momentum Slows Amid Ethereum Surge

Conversely, Bitcoin still maintains its conventional purpose of a reserve asset of institutions, as there is a consistent though modest increase of 36% in the number of funds held of 1.3 million BTC. 

As the number of institutional funds entering Bitcoin grows, it is slower than all other indices and may signify a slowdown in momentum, but Ethereum’s explosion signifies that investors are more willing to embrace growth and innovation.

Altcoin Market Signals Imminent Capital Rotation

Ethereum is not however the only altcoin that is gaining institutional momentum. The market first indications suggest that the long awaited altcoin rotation is possible to be already in action. 

As Joao Wedson, the CEO of Alphractal, argues, the existing configuration is very similar to past crypto market cycles, where Bitcoin gains predominance only to see a dramatic shift in capitals to altcoins, usually due to a round of Ethereum surge and a fresh wave of market enthusiasm.

Altcoins Season Index shows the strongest momentum for BTC!
However, I see it as strategic to start accumulating altcoins now, anticipating the upcoming rotation from BTC to Altcoins.
Focus mainly on newer altcoins — history keeps repeating itself!

Charts: @Alphractal pic.twitter.com/kE5Ve8PFVd

— Joao Wedson (@joao_wedson) October 27, 2025

Wedson pointed out that only four of the 55 trailed altcoins have shown more performance in the last 60 days than Bitcoin. However, such a narrow performance is typically followed by a wide-ranging recovery in risk appetite a traditional indication of early accumulation.

Ethereum Expansion Fuels Institutional Altcoin Growth

This period of accumulation, analysts believe, is the point where newer altcoins quietly bottom, creating the next step of the rotation. Some of the tokens like Synthetix (SNX) and Binance Coin (BNB) have already started recording an increase in relative returns, which indicated that early-cycle measures are strengthening, in part with the broader Ethereum surge throughout institutional portfolios.

This trend is also supported by historical data. A long-term comparative chart of the altcoins versus Bitcoin reveals that altcoin booms have traditionally followed Bitcoin booms, in both the 2017 and 2021 cycles.

This keeps me awake at night

If this trend line extends into 2025/6 we should see the biggest alt season of all time

While some believe altcoins will never compete with Bitcoin again

I see potential for the biggest liquidity rotation of all time pic.twitter.com/Rqe3XzHmxG

— EllioTrades (@elliotrades) October 27, 2025

Ranging into 2025, technical charts are once again showing a multi-year wedge breakout in various altcoins a pattern that has heretofore occurred before massive rallies. Should this trend continue to be true, the next market turn may already be shaping up, and the Ethereum surge may be at the forefront and reestablishing the balance of power in the worldwide crypto market.

Conclusion

As 2025 approaches, Ethereum’s dominance and the growing institutional shift toward altcoins signal a transformative phase for the crypto market. If historical patterns hold true, Ethereum could spearhead the next major rotation, setting the stage for a broader altcoin rally and redefining the digital asset landscape worldwide.

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Summary

• Ethereum holdings jump 138%, outpacing Bitcoin’s 36% growth.
• Institutional inflows and DeFi adoption drive Ethereum’s surge.
• Bitcoin stays a reserve asset, but momentum slows.
• Analysts foresee altcoin rotation led by Ethereum in 2025.
  

Glossary of Key Terms

Ethereum (ETH): Smart contract platform powering DeFi and tokenization.

Altcoin: Any crypto other than Bitcoin, like ETH or BNB.

Institutional Inflows: Large-scale crypto investments from funds or corporations.

Spot ETF: Fund tracking a crypto’s price without direct ownership.

Staking Yields: Rewards for locking tokens on proof-of-stake networks.

DeFi: Blockchain-based financial system without intermediaries.

Altcoin Rotation: Shift of capital from Bitcoin to altcoins.

Accumulation Phase: Period when investors buy before market uptrend.

Frequently Asked Questions about Ethereum Surge

1. Why is Ethereum rising faster than Bitcoin?

Institutional investors favor Ethereum for DeFi and ETF growth.

2. What fuels Ethereum’s demand?

Staking rewards and its role in tokenization.

3. Is Bitcoin slowing down?

Yes, its growth lags behind Ethereum’s surge.

4. What’s next for altcoins?

Analysts expect an altcoin rally led by Ethereum.

Read More: Ethereum Surge Outpaces Bitcoin as Institutional Inflows Jump 138% in 2025">Ethereum Surge Outpaces Bitcoin as Institutional Inflows Jump 138% in 2025

This article was first published on The Bit Journal. Bitcoin surged past $116,000 on Monday morning after U.S. Treasury Secretary Scott Bessent announced a “very substantial framework” for a trade agreement between Washington and Beijing. 

Although a video of 79-year-old President Donald Trump dancing when he landed in Malaysia caught social media attention throughout the weekend, it was the words of Bessent that led to the optimistic reaction of global markets and investors, which boosted both stocks and cryptocurrencies.

Bitcoin Surge Mirrors Global Market Optimism

The Bitcoin surge was accompanied by an increase in traditional markets, as stocks also opened higher in Asia and the U.S, reflecting renewed optimism on reducing trade tensions between the two largest economies in the world.

Trump arrived in Kuala Lumpur on Sunday to pay a visit to the 47 th Association of Southeast Asian Nations (ASEAN) summit where his delegation is said to have assisted in brokering a peace deal between Cambodia and Thailand. Bessent, in the meantime, had signed various memorandums of understanding (MOUs) with Asian collaborators on rare earth mineral cooperation the strategic victory at a time of continued global realignments of supply chains.

U.S.-China Talks Spark Global Market Optimism

Nevertheless, the greatest achievement was the behind-the-scenes talks made by Bessent with the Chinese officials, which led to a tentative framework of trade that sought to end months of trade stalemate. Bessent said during an interview on NBC:

“We’ve created a framework for the two leaders to discuss on Thursday in Korea.I think it will be fantastic for U.S. citizens, for U.S. farmers, and for our country in general.”

The markets reacted quickly to the announcement. Bitcoin surge momentum drove the price to $114,217.55 at the time of writing, a 1.93 percent rise on the last day and 4.73 percent on the week, respectively. The cryptocurrency has been ranging between $113,015.30 and $116,273.31 since Sunday, which is one of the most stable and bullish weekends of the cryptocurrency in the last several months.

Bitcoin Surge Fuels Derivatives Market Expansion

Trade activity increased accordingly. The 24-hour trading volume of Bitcoin increased by 87.11 percent to reach $62.55 billion, and market capitalization increased by 1.95 percent. The crypto market dominance of the asset did not significantly change at 59.63, increasing by a small margin of 0.01%.

The enthusiasm was reflected in derivatives markets. According to Coinglass data, open interest in Bitcoin futures rose 3.05 to $76.18 billion and total liquidations reached $140.97 million. Bitcoin surge had a big impact on short positions where they sustained a loss of $123.30 million and long traders suffered a relatively small loss of $17.67 million.

Bitcoin Surge Momentum Builds Ahead APEC

The most recent Bitcoin boom, analysts argue, highlights the extent to which cryptocurrency markets are following macroeconomic trends and geopolitical changes. The recent surge of Bitcoin demonstrates how vulnerable the digital goods are to conventional market drivers such as trade policy and diplomatic co-operation, according to one Singapore-based trader.

The following week may be a key one. On Thursday, Donald Trump and Chinese President Xi Jinping will hold an initial meeting on the Asia Pacific Economic Cooperation (APEC) summit in South Korea where both the leaders are likely to agree on the specifics of the proposed trade setup.

Should the discussions lead to tangible gains, analysts foresee the potential further increase of the Bitcoin surge and even new all-time highs by early November.

Conclusion 

As global markets ride a wave of optimism, all eyes now turn to Thursday’s APEC summit in South Korea. The anticipated Trump–Xi meeting could determine whether the current Bitcoin surge and stock market rally evolve into sustained economic momentum or fade with unmet expectations.

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Summary

• Bessent announced a major U.S.-China trade framework during Trump’s ASEAN visit.
• The news sparked a Bitcoin surge past $116,000 and boosted global stocks.
• Bitcoin trading volume jumped 87%, with futures and market cap rising.
• Focus shifts to the APEC summit for Trump–Xi trade discussions.

Glossary of Key Terms

Bitcoin Surge:  Rapid rise in Bitcoin’s price.

Scott Bessent:  U.S. Treasury Secretary behind the trade deal news.

Trade Framework:  Initial U.S.-China trade agreement plan.

Donald Trump:  U.S. President attending ASEAN and APEC summits.

U.S.-China Trade Deal:  Agreement easing economic tensions.

ASEAN Summit:  Meeting of Southeast Asian nations.

APEC Summit:  Asia-Pacific trade summit for U.S.-China talks.

Derivatives Market:  Trading based on asset value changes.

Open Interest:  Active futures contracts in the market.

Geopolitical Factors:  Global political events affecting markets.

Frequently Asked Questions the Bitcoin Surge

1. Why did Bitcoin surge?

It rose after the U.S. announced a major trade framework with China.

2. What did Trump do in Malaysia?

He attended the ASEAN summit and helped broker a peace deal.

3. How did markets react?

Stocks and crypto surged on renewed trade optimism.

4. What’s next for Bitcoin?

All eyes are on the APEC summit for further trade progress.

Read More: Bitcoin Surges as U.S.-China Trade Breakthrough Sparks Market Rally">Bitcoin Surges as U.S.-China Trade Breakthrough Sparks Market Rally

Updated on 27th October, 205

This article was first published on The Bit Journal.

Kraken revenue has reached unprecedented heights in the third quarter of 2025, marking a pivotal moment for both the exchange and the wider crypto market. The U.S.-based company reported $648 million in revenue and $178.6 million in adjusted EBITDA, a 114% year-over-year increase, underscoring the strength and resilience of its operations.

Derivatives Trading Boosts Kraken Revenue Momentum

Kraken revenue increased 50% quarter over quarter, and adjusted EBITDA increased 124 percent, pushing profit margins to 27.6%, in what analysts term a clear sign of market maturity. 

The exchange recorded a 23 percent increase in volume of trading of $561.9 billion in the last quarter, and currently has over $59.3 billion of client assets. Having 5.2 million funded accounts, Kraken is now on the same level with other major exchanges across the world, such as Coinbase and Binance.

The Kraken revenue growth was impressive and it did not occur in a vacuum. The success of the exchange is a year of strategic growth and product diversification. Its acquisitions of Small Exchange and NinjaTrader have strengthened its dominance in derivatives trading and broadened its access to the U.S market two areas where many competitors continue to have regulatory uncertainty.

Kraken IPO Speculation Gains Strong Momentum

Along the same innovative line, Kraken launched xStocks in collaboration with Backed, which enables investor crowds across 160 countries to trade U.S. equities into a token. 

This innovative act blends conventional finance with Web3 because intermediaries and time constraints on the market have disappeared. Within several months, xStocks has produced over $5 billion in trading volume, which has additionally added to the overall Kraken revenue performance.

The robust Kraken financial results in Q3 have heightened market anticipations of an initial public offering (IPO). In 2025, the company had previously raised $500 million at a valuation of $15 billion and it is said to be undergoing another funding round that would potentially value the company at 20 billion a definite indicator of investor optimism regarding Kraken revenue growth and stability.

Kraken Joins Leading Public Crypto Exchanges

In case it becomes publicly traded in 2026, Kraken would be one of the publicly traded exchanges alongside Coinbase, Bullish and Gemini. However, the clear Proof-of-Reserves system, diversified revenue sources and excellent regulatory position put Kraken in a safer situation compared to most of its counterparts.

The gradually increasing Kraken revenue is more than just an indicator of financial success; it is the general change of the digital asset industry. The quarterly Proof-of-Reserves audits, adoption of distributed validator technology (DVT) to support Ethereum staking, and open reporting have gained the company a lot of institutional credibility.

Kraken Expands Institutional Services Amid Regulation

With the Trump administration becoming increasingly crypto-friendly, the further integration of Kraken into U.S. regulated derivatives and institutional services can further drive Kraken revenue growth in the next few quarters.

Kraken revenue performance can be seen as a manifestation of the vision of a mature crypto company in a volatile and fast-moving landscape that is disciplined, profitable, and at the crossroads of traditional finance and the open economy of Web3.

Conclusion

Kraken’s record-breaking quarter signals more than financial strength it reflects the crypto industry’s steady shift toward institutional maturity. The shift towards a public listing by the exchange appears more and more definite, as it gains regulatory integration, product diversification, and transparency, making Kraken one of the shaping forces of the next stage in the evolution of world digital finance.

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Summary

• Record profits: $648M revenue and $178.6M EBITDA in Q3 2025.
• Innovation: xStocks drives global tokenized equity trading.
• IPO prospects: Kraken eyes a potential 2026 listing.
• Regulatory strength: Transparent audits boost institutional trust.
  

Glossary of Key Terms

Kraken Revenue: Income from trading, staking, and crypto services.

EBITDA: Measure of Kraken’s operational profit.

Derivatives Trading: Crypto futures and options trading.

xStocks: Tokenized U.S. stock trading on Kraken.

Tokenized Equities: Blockchain-based versions of traditional stocks.

Proof-of-Reserves: Audit verifying Kraken’s asset holdings.

DVT (Distributed Validator Technology): Enhances Ethereum staking security.

IPO (Initial Public Offering): Kraken’s potential public listing.

Web3: Decentralized internet with blockchain integration.

Frequently Asked Questions about Kraken’s Market Momentum

1. How much did Kraken earn in Q3 2025?

$648M in revenue and $178.6M in EBITDA.

2. What boosted Kraken’s growth?

Strong trading, derivatives, and xStocks success.

3. Is Kraken planning an IPO?

Yes, a possible 2026 public listing.

4. Why is Kraken different?

Proof-of-Reserves, U.S. regulation, and diversified income.

Read More: Kraken Reports Record $648M in Revenue, Eyes 2026 IPO After Massive Q3 Surge">Kraken Reports Record $648M in Revenue, Eyes 2026 IPO After Massive Q3 Surge