Ethereum (ETH): Outperforming BTC in growth performance — increasing 43–54% in the last month.

📊 1. Price increase: ETH vs BTC (last month)

• In the last 30 days up to early August 2025, Ethereum increased by about 54%, while Bitcoin only increased by about 10% during the same period.

• An independent analysis confirms ETH increased by 42–43%, compared to a slight increase in BTC, highlighting that ETH is clearly outperforming in recent months.

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🧾 2. Impact of the GENIUS Act

• GENIUS Act, signed into law on July 18, 2025, establishes the first legal framework in the U.S. for stablecoins — particularly payment stablecoins, which mainly operate on Ethereum (e.g., USDC, USDT).

• This law requires stablecoins to be backed 1:1 by dollars or low-risk assets, to publicly report reserves, and to prioritize stablecoin holders in the event of bankruptcy — significantly increasing trust and usage of the Ethereum network.

• ETH reacted strongly after the law was passed: in two weeks, ETH increased by more than 25%, from the consolidation area to around $3,824, outperforming BTC during the same period.

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🏛 3. ETF and institutional capital flows

• Many ETH ETF funds like BlackRock ETHA, Grayscale ETHE, Fidelity FETH attract large amounts of capital:

• $5.79 billion USD flowed into Ethereum ETFs in July 2025, significantly increasing inflows ⚠️.

• Ethereum ETFs currently manage approximately $21.4 billion USD, equivalent to ~4.7% of ETH market capitalization, rapidly increasing compared to BTC ETFs.

• Organizations like SharpLink Gaming, BitMine Immersion report purchasing ETH to serve digital treasury strategies — adding to market demand.

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🔄 4. Ecosystem & Yield (DeFi / staking)

• Total Value Locked (TVL) in DeFi on Ethereum is approximately $84 billion (out of a total TVL of $153 billion) in 2025, reflecting ETH's central position in protocols like Lido, Aave, Uniswap.

• ETH offers stable staking yields (~4.5%/year), making ETH a more attractive yield-bearing asset than Bitcoin in the eyes of institutional investors and pension funds.

➡️ Current forecasts suggest that Ethereum could reach $4,800–$7,000 by the end of 2025.