Ethereum News Today: Ethereum Surges $150 Billion in July 2025 as Institutions Pump $3.2 Billion via ETFs

Institutional investors are fueling a surge in Ethereum (ETH) demand amid heightened volatility, with exchange-traded funds (ETFs) and corporate treasury accumulations driving a $150 billion increase in Ethereum’s market cap in July 2025. The inflows, amounting to $3.2 billion in ETF investments alone, reflect growing confidence in the asset despite broader market speculation about unrelated economic crises. Analysts have dismissed claims linking Ethereum’s movements to a housing crash or dollar instability, emphasizing internal crypto dynamics as the primary catalyst.

The momentum is underscored by strategic moves from major institutions. BlackRock and Fidelity have announced plans for ETH-related products, while U.S. Ethereum ETFs logged a 17-day inflow streak in late July, outpacing Bitcoin’s ETF outflows. BlackRock’s Ethereum ETF, for instance, attracted $132 million in daily inflows on July 14, a stark contrast to Bitcoin ETFs’ net outflows during the same period. Corporate treasuries are also playing a pivotal role, with firms acquiring ETH at twice the rate of Bitcoin treasury growth. Geoff Kendrick, Standard Chartered Bank’s head of digital assets research, projects that institutional Ethereum holdings could reach 10% of the total supply—valued at $45.5 billion—by year-end 2025, assuming current accumulation trends persist [11].

Ethereum’s price action reinforces institutional enthusiasm. Traded at $3,762 as of July 29, the asset remains above critical support levels despite a 4% pullback from its 24-hour peak. Analysts attribute its resilience to Ethereum’s staking yields and DeFi integration, which differentiate it from Bitcoin’s static value proposition. A breakout above $4,140 would hinge on sustained institutional buying, while a retest of the $3,000 psychological level could follow if bearish pressure intensifies [11].

Market analysts highlight the interplay between inflows and price stability. Ethereum ETF inflows have nearly matched Bitcoin’s, signaling a shift in institutional capital toward altcoins. BlackRock’s low-fee Ethereum ETF has become a standout performer, attracting significant capital even as Bitcoin ETFs face outflows. This divergence underscores Ethereum’s appeal as a programmable asset, offering exposure to DeFi growth and staking rewards [5]. However, caution is warranted: Ethereum’s relative strength index (RSI) of 72.90 indicates overbought conditions, and a sustained downturn could trigger profit-taking, exacerbating short-term volatility [11].

While Ethereum’s fundamentals remain robust, price forecasts remain speculative. Analysts predict ETH could reach $10,000 to $15,000 by Q4 2025, driven by internal market mechanics rather than external economic factors [1]. Kobeissi Letter, a crypto analyst, described the current ETH rally as “one of the largest short squeezes in crypto history,” noting that short positions hit record highs before a sharp reversal forced panic covering, further amplifying upward momentum.

The institutional embrace of Ethereum contrasts with unfounded narratives about broader market collapses. No official link has been established between housing market fluctuations and cryptocurrency swings, and Ethereum’s growth trajectory remains rooted in its ecosystem’s unique attributes. As treasury firms and ETFs continue to accumulate ETH, the asset’s trajectory will depend on maintaining institutional confidence and navigating technical resistance levels.

Sources:

[1] Cointribune, Ether Leads the Charge in Ongoing Crypto Fund Inflows (July 13, 2025)

[2] AInvest, Bitcoin and Ethereum ETFs see $222.3M inflows as ... (July 28, 2025)

[4] Blockchain, Ethereum ETF Sees $132 Million Inflows at BlackRock (July 14, 2025)

[5] Seeking Alpha, ETHW: Flows Don’t Lie, Ethereum Regains Its Footing (July 19, 2025)

[9] AInvest, BlackRock Thrives as Ethereum ETF Inflows Surge Amid ... (July 29, 2025)

[11] Coinspeaker, Standard Chartered: Ethereum Treasury Firms Could Control 10% of All ETH Supply (July 29, 2025)