Ethereum News Today: Corporate Ethereum Holdings Surge 127.7% in July Amid Capital Rotation

Generated by AI AgentCoin World
Tuesday, Aug 12, 2025 11:35 pm ET1min read
Aime RobotAime Summary

- Corporate Ethereum holdings surged 127.7% in July 2025, with 24 firms directly listing ETH on balance sheets to access staking rewards and deflationary supply benefits.

- Capital rotated from Bitcoin (dominance fell to 60.6%) to altcoins, driven by macro optimism and Ethereum’s 51% price rally amid growing institutional adoption.

- The GENIUS Act established a federal stablecoin framework, spurring JPMorgan, Citi, and Visa to expand tokenized initiatives as on-chain stablecoin volumes outpaced traditional payment throughput.

- NFT trading volumes jumped 50%, led by Ethereum-based sales (+58%), while CryptoPunks saw a 393% spike post-whale transaction, contrasting with Polygon NFT declines.

Corporate

Ethereum
holdings surged in July 2025, increasing by 127.7% to exceed 2.7 million ETH, as reported by Binance Research [1]. This marked a significant shift in institutional investment strategies, with 24 companies incorporating Ethereum directly into their balance sheets rather than relying on ETF exposure. The move was driven by the potential to access staking rewards and capitalize on Ethereum’s deflationary supply model [1].

This trend was part of a broader capital rotation in the crypto market, as investors moved away from

Bitcoin
and toward altcoins. Bitcoin’s dominance dropped by 5.2% to 60.6%, while altcoin dominance climbed to 39.2%, one of the largest monthly increases of the year [1]. The shift was supported by a more favorable macroeconomic environment, including optimism around a potential U.S. Federal Reserve rate-cut cycle, and the absence of major market disruptions.

Ethereum’s price rose 51% during the month, reflecting strong institutional interest and growing confidence in altcoin utility [1]. Other altcoins, including

XRP
,
SUI,
Cardano
(ADA),
Dogecoin
(DOGE), and
BNB
, also saw gains, driven by ecosystem developments and expanding corporate adoption, particularly in DeFi and tokenization [1].

The stablecoin sector experienced a regulatory breakthrough with the passage of the GENIUS Act on July 17, which introduced a federal framework for fully reserved, AML-compliant stablecoins. This development encouraged institutional engagement, with

JPMorgan
expanding its deposit-token pilot,
Citi
advancing tokenized deposit trials, and
Visa
scaling stablecoin-based payments [1]. On-chain stablecoin settlement volumes even surpassed Visa’s traditional transaction throughput [1].

The NFT market also showed signs of recovery, with total trading volumes jumping nearly 50% in July. Ethereum-based NFTs led the rebound, rising by 58% in sales volume. The CryptoPunks collection, in particular, saw a 393% spike in sales following a high-profile whale transaction [1]. However, activity in the Polygon-based NFT space declined during the same period [1].

Source:

[1] Ethereum's Corporate Treasuries Exploded 127% in July ... (https://cryptopotato.com/ethereums-corporate-treasuries-exploded-127-in-july-amid-capital-rotation-binance-research/)