Ethereum News Today: Ethereum Surges 65% as Institutional Inflows and ETF Growth Drive Momentum

Bitwise Asset Management’s CIO Matt Hougan has forecasted a significant surge in Ethereum’s price, attributing the momentum to anticipated institutional inflows and growing adoption. According to Hougan, Ethereum could attract up to $20 billion in institutional capital over the next 18 months, driven by factors such as Ethereum-focused ETFs and corporate treasury allocations. This projection aligns with Ethereum’s recent performance, which has seen a 65% price increase in the past month, reflecting heightened demand from institutional investors [1][2].

The anticipated capital influx is supported by on-chain activity, with wallets holding 10,000–100,000 ETH accumulating large quantities, signaling long-term positioning by institutional entities. Bitwise’s analysis highlights this as part of a broader maturation of crypto markets, with regulatory clarity and ETF growth playing pivotal roles. Ethereum ETFs have outperformed Bitcoin ETFs in recent weeks, attracting $231.23 million in new capital on July 24 alone and $2.4 billion in net inflows over six trading days. This trend underscores a shift in institutional investor sentiment toward Ethereum, with spot ETH ETFs now holding 5.6 million ETH—a 50% increase in two months [3][5].

The growth of Ethereum ETFs is further amplified by strategic investments from major players. BlackRock’s iShares Ethereum Trust (ETHA) has become a key driver, accumulating 2.8 million ETH valued at $10.22 billion. ETHA’s rapid ascent to $10 billion in assets under management within a short timeframe highlights its role in attracting large-scale institutional capital. Hougan notes, however, that Ethereum remains underrepresented in ETF portfolios, with an estimated $7–8 billion in additional inflows needed to balance exposure with market weight assumptions [5].

The structural dynamics of Ethereum also contribute to its projected growth. Increased institutional demand has outpaced supply growth, creating a favorable market environment. Bitwise’s analysis suggests this imbalance, combined with macroeconomic tailwinds and a waning influence of the traditional four-year crypto cycle, could lead to a “sustained boom” for Ethereum. Galaxy Digital CEO Mike Novogratz has echoed this optimism, predicting short-term price outperformance against Bitcoin [6][8].

While these forecasts highlight a positive trajectory for Ethereum, they remain speculative and contingent on regulatory developments and market conditions. Current data, including on-chain metrics and ETF flows, provides a factual foundation for these expectations but does not guarantee their realization. The interplay between institutional adoption, ETF growth, and Ethereum’s maturing infrastructure underscores a transformative phase in crypto markets, with Ethereum positioning itself as a core asset in institutional portfolios [3][7].

Source:

[1] [Ethereum Demand Shock Incoming? Bitwise Weighs In]

https://news.bitcoin.com/ethereum-demand-shock-incoming-bitwise-weighs-in/

[2] [Ethereum News Today: Bitcoin Projected to Surge 43000%]

https://www.ainvest.com/news/ethereum-news-today-bitcoin-projected-surge-43-000-57-000-2026-institutional-adoption-macroeconomic-tailwinds-2507/

[3] [Ethereum Could See $20B Institutional Inflows, Says Bitwise]

https://thecurrencyanalytics.com/altcoins/ethereum-could-see-20-billion-institutional-inflows-says-bitwise-186901

[4] [Ethereum's 64% Surge Driven by On-Chain Activity]

https://www.ainvest.com/news/ethereum-news-today-ethereum-64-surge-driven-chain-activity-sentiment-shift-2507/

[5] [Ethereum ETFs outperform Bitcoin as institutional interest shifts]

https://cryptoslate.com/ethereum-etfs-soar-past-bitcoin-in-new-flows-as-institutional-focus-shifts/

[6] [Bitwise CIO Declares Crypto Four-Year Cycle Dead]

https://thecryptobasic.com/2025/07/25/bitwise-cio-declares-crypto-four%E2%80%91year-cycle-dead-predicts-steady-and-sustained-boom-from-2026/

[7] [Crypto Market’s Four-Year Cycle Is ‘Dead’]

https://www.fxstreet.com/cryptocurrencies/news/crypto-markets-four-year-cycle-is-dead-bitcoin-halving-losing-importance-bitwise-executive-202507252018

[8] [Galaxy CEO Mike Novogratz Predicts ETH Will Outperform]

https://bitcoinist.com/ethereum-will-outperform-bitcoin/