Ethereum has once again sparked a craze, but this time it is no longer the slow and steady style it used to be. What we see is a vertical surge in prices, billions of dollars in capital inflows, and a trend of the entire market tilting towards Ethereum.
If you are curious about why Ethereum suddenly surged, let’s analyze the real reasons driving this rise and why bulls may have just begun to exert their strength.Please tip me with USDT and other digital currencies. Thank you! Tipping brings good fortune and blessings. I wish you a happy and joyful day! My USDT and other digital currency receiving address is: 0xb01e8aa1b334a49b224e4ba9f84eec1e58bd5087
- The demand for spot Ethereum ETFs has surged
US spot ETFs had a net inflow of $2.18 billion last week, setting a new historical high for single week net inflows. This capital flow is unstoppable, with investors of all kinds buying from retail investors to hedge funds, and even asset management companies.
More importantly, this completely changes the demand dynamics. These ETFs require real Ethereum (rather than paper derivatives) to support their shares. This means that in order to meet demand, the market must continue to purchase Ethereum in the spot market. - Smart funds are buying
With the rise of the “altcoin reserve” model, listed companies have begun to establish Ethereum reserves to gain exposure.
For example, BitMine Immersion Tech, a mining and reserve company supported by Peter Thiel’s Founders Fund and led by Tom Lee, currently holds over 300000 Ethereum tokens and is still accumulating them. SharpLink Gaming closely follows, holding over 280000 Ethereum as its core reserve asset.
Why? Because Ethereum is no longer just an asset, but an infrastructure. It is the backbone of tokenization, stablecoins, real-world assets (RWA), and AI driven automation. For forward thinking fund managers, this is an unmissable choice. - Chain indicators strongly bullish
Let’s zoom in and take a look at the fundamentals.
In July alone, over 317000 Ethereum tokens (approximately $1.2 billion) were withdrawn from trading platforms. This is not a rotational behavior of traders, but an accumulation behavior.
Currently, about 30% of the total supply of Ethereum has been pledged, locking in nearly 36 million Ethereum tokens that cannot circulate in the market.
Online activities, especially in the areas of Layer 2 (L2) networks, Rollups, and staking related transactions, are rapidly increasing, indicating a growing demand for real usage. - Changes in US policy direction
The recently signed GENIUS Act has brought long-awaited clarity to the market.
More importantly, this marks Washington finally beginning to distinguish Ethereum and cryptographic infrastructure from speculative memes. Ethereum is regarded as the foundation for tokenized finance, stablecoin settlement, and programmable currency.
Even more exciting is that if the US Securities and Exchange Commission (SEC) approves the staking function of spot Ethereum ETFs, it will further open the floodgates of capital inflows. Giants such as BlackRock, Fidelity, and Grayscale are ready to go.
This is not a meme craze. This is the institutional era of Ethereum, and it has just begun.
Now may be the time to focus on other investment opportunities related to Ethereum. - Please tip me with USDT and other digital currencies. Thank you! Tipping brings good fortune and blessings. I wish you a happy and joyful day! My USDT and other digital currency receiving address is: 0xb01e8aa1b334a49b224e4ba9f84eec1e58bd5087