✅ Ethereum on the verge of major changes: potential to $4,000–$5,000
ETH is wrapped in a flag suggesting a potential surge to $5,000. ETF inflows (up to $9.33 billion), corporate ETH reserves (~$8.8 billion), decreasing supply on exchanges, and technical hints — all create a favorable 'bullish cocktail.'
✅ ETH ETF attracted $4.23 billion this week — AUM reached $17.24 billion
Between July 11 and July 30, ETH ETFs received $4.23 billion in inflows, increasing assets under management to $17.24 billion. Simultaneously, many companies are accumulating ETH in treasuries. This data confirms the significance of ETH as an institutional asset.
✅ 10% of ETH may end up in the hands of major players
According to data from Strategic ETH Reserve, financial institutions have quickly accumulated 1% of all circulating ETH, with their assets nearing $9 billion and 2% of total supply. This surge prompted Jeff Kendrick, global head of digital asset research at Standard Chartered, to predict that these firms could increase their Ethereum assets tenfold, ultimately owning 10% of all ETH. He claims that such a scenario could lead to Ethereum prices rising above $4,000, corresponding to the firm's forecast for the end of 2025.
The growth of ETH volumes is outpacing those related to Bitcoin, with BitMine and SharpLink leading. BitMine, supported by Peter Thiel, has accumulated over $2 billion in ETH, while SharpLink holds assets worth $1.3 billion. Kendrick explains this institutional interest as a reward for Ethereum staking and its utility in decentralized finance (DeFi), which offers advantages compared to Bitcoin's limited functionality. However, the same attributes that are touted as strengths, such as the time required to unstake ETH and the risks of managing smart contracts in DeFi, are highlighted by Bernstein analysts as potential issues.
✅ The first quarter ETH ETP inflows nearly reached the 2024 level — $17.8 billion
Although institutional demand has slightly decreased, total ETP inflows for 1H 2025 reached $17.8 billion compared to $18.3 billion in 2024. BTC-ETPs accounted for 84%, but ETH accounted for 16.3% of inflows, demonstrating the growing role of ETH in the portfolio.
✅ Bitcoin ETF inflows in 2025 are surpassing 2024 — $14.84 billion recorded
Over the year, net inflows into spot Bitcoin ETFs exceeded $14.83 billion, surpassing total figures for the same period in 2024. The growth of interest since February continues to support investor confidence.
✅ Bitcoin has returned to $118,000 amid record inflows and demand
Bitcoin is trading above $118,000 due to ETF inflows of $14.8 billion and an increase in institutional purchases. On-chain capitalization has exceeded $1 trillion. Fluent analyses predict potential to $250,000, although they warn of volatility.
❌ The SEC allowed in-kind redemptions for Bitcoin/ETH ETFs, but the market is skeptical
The SEC confirmed the possibility of ETF exchanges not for cash but for the crypto asset itself (in-kind), which increases liquidity. However, experts warn of potential risks: high volatility of cryptocurrencies may lead to institutional chaotic operations, distortion of ETF pricing, and short-term strategies.
❌ ETH ETF inflows decreased by 80% — a signal of cooling demand
Inflows into Ethereum ETFs fell to $496 million this week — down 80% from peak levels. Despite sustained interest, the decline in this metric signals a possible reduction in institutional demand and the beginning of a phase of overheating.
❌ Spot Bitcoin ETFs ended a 12-day inflow streak with outflows
Spot Bitcoin ETFs recorded $131 million in outflows in one day, breaking a 12-day inflow streak. This is a typical 'profit-taking' before a potential continuation of growth, but also signals a temporary pause in demand.
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