Ethereum News Today: Ethereum's Institutional Push Drives $7,500 2025 Outlook

Standard Chartered’s digital asset strategist, Geoffrey Kendrick, has reiterated a bullish outlook on Ethereum, forecasting the cryptocurrency to reach $7,500 by the end of 2025. The projection is based on strong institutional demand and favorable structural dynamics within the Ethereum ecosystem. Corporate treasuries and Ethereum-focused digital asset treasury (DAT) companies have absorbed 4.9% of Ethereum’s circulating supply since June 2025, significantly outpacing Bitcoin’s corporate accumulation rate of 2% during the same period in 2024. This rapid buying pressure, coupled with the staking yield of approximately 3% available to Ethereum holders, has created a compelling case for the asset’s appreciation. Kendrick emphasized that Ethereum’s treasury companies, which collectively hold about 3.5% of all Ether on their balance sheets, are undervalued and represent a strong investment opportunity. These firms are not only accumulating Ether but are also implementing defensive financial strategies such as automatic stock buybacks if their net asset value multiples (mNAV) fall below 1.0. This mechanism provides a valuation floor and differentiates Ethereum treasuries from their Bitcoin counterparts, which do not benefit from staking rewards. The Standard Chartered analyst noted that Ethereum-based treasuries and exchange-traded funds (ETFs) have been driving the price action of ETH. The combined inflows have contributed to Ethereum reaching a new all-time high of $4,955 in late July 2025 before retracing slightly to $4,500. Kendrick sees this pullback as a favorable entry point for investors, given the continued momentum in demand and the expectation that treasury companies will eventually control up to 10% of Ethereum’s total supply. BitMine Immersion and Sharplink Gaming, two of the leading Ethereum treasuries, have already amassed significant holdings, with BitMine controlling approximately 1.7 million Ether and Sharplink holding about 740,000 Ether. The aggressive accumulation by these firms highlights a growing institutional interest in Ethereum as both a store of value and a source of yield. In comparison to Bitcoin treasuries, Ethereum-based firms trade at lower mNAV multiples, which Kendrick views as an inefficiency in the market. He argues that Ethereum’s ability to generate yield through staking justifies higher valuation multiples than those seen in Bitcoin-based treasuries such as Strategy. Additionally, Ethereum ETFs have attracted over $1 billion in net inflows over the past three trading days, signaling continued confidence in the asset despite recent price volatility. On the technical side, Ethereum has maintained a bullish structure as long as it holds above $4,000. Analysts suggest that a breach of this level could trigger a decline toward $3,500, while a firm close above $5,000 could reinforce the formation of a bullish pennant. The Relative Strength Index (RSI) and Stochastic Oscillator remain in bullish territory, supporting the potential for further gains. While the near-term forecast of $7,500 by year-end is based on current buying patterns and structural advantages, longer-term projections from the same analyst suggest Ethereum could reach $25,000 by 2028. This outlook is supported by both institutional and retail investor sentiment, with prediction platforms and on-chain data reinforcing the optimistic narrative. However, historical trends indicate a seasonal risk in September, when Ethereum has typically seen an average decline of 6.42%. October, on the other hand, has historically acted as a bullish catalyst, potentially pushing the price toward $5,000. The current market structure, combined with strategic buybacks and staking yields, positions Ethereum as a compelling asset for institutional and retail investors alike. Source: [1] Ethereum price to $7,500 in 2025, says Standard Chartered (https://www.dlnews.com/articles/markets/eth-price-to-7500-in-2025-says-standard-chartered/) [2] Ethereum Price Forecast: Standard Chartered sees ETH's pullback as good buying opportunity (https://www.fxstreet.com/cryptocurrencies/news/ethereum-price-forecast-standard-chartered-sees-eths-pullback-as-good-buying-opportunity-202508262152) [3] Standard Chartered Labels Ethereum as 'Undervalued' (https://forklog.com/en/standard-chartered-labels-ethereum-as-undervalued/)