Market always sprouts in despair, breaks through in doubt, and collapses in frenzy—ETH's $2,600 level is the first domino of bull-bear faith!
Technical Analysis
Fluctuation Range and Key Price Levels
Support Level: The $2,500–$2,535 range is a strong short-term support; if it breaks, it may dip to $2,470–$2,425, or even the psychological level of $2,360.
Resistance Level: $2,600 is a key resistance that has repeatedly failed to break; once surpassed, it is expected to challenge $2,800–$3,000 (mid-term target).
Current Formation: The daily chart shows a converging triangle or flag formation, with shrinking volume, indicating a directional choice is imminent.
Indicator signals are neutral to weak.
RSI is around 50, MACD is close to the zero axis, indicating balanced bull-bear strength.
If a volume breakout above $2,600 occurs, it may trigger short covering and accelerate the upward trend.
News Front
Technical Upgrade Effects
The Pectra upgrade completed in May 2025 improves staking efficiency and account flexibility, with the staking rate surpassing 30%, reducing circulation volume, which is beneficial in the long term but has partially been realized in the short term.
Layer 2 expansion sees daily transactions exceeding 100 million, reducing gas fees and enhancing ecological activity.
Institutional Funds and ETF Dynamics
BlackRock's ETH spot ETF size reaches $33 billion, with net inflows for 20 consecutive days;
SEC may approve Ethereum ETF staking mechanism in Q3, with annualized yields reaching 3.2%, attracting conservative funds.
On-chain Data and Sentiment
Staking Lockup: Nearly 30% of the circulating supply is locked in protocols like Lido and Eigenlayer, alleviating selling pressure.
Whale Accumulation: The number of addresses holding 10,000–100,000 ETH has increased, but retail investor activity is insufficient, and there is a strong wait-and-see sentiment.
Market Fear and Greed Index remains at 50, showing no signs of frenzy.
Shen Ce July Market Prediction and Key Catalysts
Bull-Bear Scenario Simulation
Optimistic Scenario: Stabilizing above $2,600 with increased volume, aiming for $2,800–$3,000; if BTC breaks $110,000 or SEC hearings release favorable news, a rally may follow.
Pessimistic Scenario: Falling below $2,350 may trigger a sell-off, dipping to $2,200; if the Fed makes hawkish statements or Trump's policies cause disturbances, the market may deeply retrace.
External Variable Impact
Macro Policy: U.S. inflation data and interest rate cut expectations are key; if rates are lowered, the attractiveness of risk assets increases.
Regulatory Dynamics: The SEC's approval progress of Ethereum ETF staking proposals may become a catalyst for breaking through $3,000.
Shen Ce Personal Investment Strategy Suggestions
Short-term (July):
Range trading: Accumulate in batches at $2,400–$2,500, set stop-loss below $2,350;
Breakout follow-up: After a volume breakout above $2,600, follow the trend with a target of $2,800.
Mid to Long-term:
Regular investment layout: If ETH/BTC exchange rate rebounds from the bottom, increase allocation;
Focus on ecological projects to diversify Layer 2 track risks.
July Bull-Bear Scenario Overview
Scenario trigger conditions target price probability strong breakout stabilizing at $2,600 + volume expansion $2,800–$3,000 fluctuating under macro without favorable news + BTC sideways $2,300–$2,600 breaking down below $2,350 + hawkish Fed $2,000–$2,200 low.
The probability of ETH surging in July is low, mainly due to the lack of strong catalysts such as ETF approvals or upgrades; however, the technical aspect is preparing for a breakout. If macro conditions warm up or regulatory benefits arise, a breakthrough above $3,000 is possible. Investors should closely monitor the $2,350 support and $2,600 resistance, controlling positions to defend against black swans. In the long run, ETH's technological iteration and institutional entry support an optimistic target of $8,000–$14,000, but this relies on Layer 2 explosion and a BTC bull market.
The only constant in the market is volatility itself; strict risk control is necessary to navigate the crypto waves steadily.
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