Ethereum News Today: Ethereum Surges 49.4% in July 2025 on Institutional ETF Inflows and Corporate Buying

Ethereum’s price has surged to $3,715 following a 49.4% monthly rally in July 2025, marking the strongest single-month performance for the cryptocurrency in 2025. Over the past 30 days, ETH has gained 64%, significantly outpacing Bitcoin’s 1.7% and XRP’s 21.1% gains in the same period. This represents a dramatic reversal from its earlier bearish phase, as Ethereum has now surged more than 150% from its April 2025 low. The upward momentum has been sustained by consistent positive daily closes, with a 47.86% jump recorded between July 8 and July 21 alone.

Analysts attribute the rally to a surge in institutional demand driven by ETF inflows and corporate acquisitions. Since May 15, 2025, over 2.83 million ETH—worth approximately $5 billion—has been purchased by ETPs (exchange-traded products) and corporate entities. This contrasts sharply with Ethereum’s limited supply growth, as the network issued only 88,000 new ETH during the same period, creating a supply-demand gap of over 32 times. Matt Hougan, a noted expert in the space, highlights that this imbalance is a key driver of the price ascent, reflecting growing institutional appetite for Ethereum as both an investment and a productive asset.

The recent buying frenzy has intensified after a relatively modest period of accumulation between July 2024 and mid-May 2025, during which ETFs and corporate buyers acquired just 660,000 ETH. Companies such as Bitmine and SharpLink have publicly expanded their ETH holdings and are now staking the asset to generate yield. This trend underscores Ethereum’s evolving role in institutional portfolios, with demand outstripping supply by a significant margin. Hougan notes that the dynamic could persist, as corporations and ETFs continue to view Ethereum as a strategic asset amid its broader adoption in decentralized finance (DeFi) and enterprise applications.

Looking ahead, the demand trajectory appears poised to intensify. Hougan projects that an additional $20 billion could flow into Ethereum via ETFs and corporate treasuries over the next 12 months, equivalent to 5.33 million ETH. In contrast, the network is expected to issue just 800,000 ETH during that period, further tightening supply. If institutional buying continues at this pace, Ethereum’s price could experience sustained upward pressure. While reaching $10,000 remains speculative, the current fundamentals suggest a strong case for continued outperformance against Bitcoin and other major cryptocurrencies. The market is now watching closely to determine whether this rally marks the beginning of a broader bull market for Ethereum.

The surge in Ethereum’s price is not merely a short-term market bounce but a reflection of deepening institutional confidence and structural supply constraints. As ETF inflows and corporate acquisitions continue to drive demand, Ethereum’s position as the leading smart-contract platform appears to be gaining further validation. For now, the focus remains on whether this momentum can be maintained, with analysts closely monitoring the interplay between demand pressures and the network’s inherent supply limitations.