Ethereum is in the spotlight as institutional flows reshape the crypto landscape. In early August 2025, Ether broke the $4,000 barrier for the first time since 2021, driven by ETF inflows exceeding $4.6 billion in July and a 54 % monthly price gain. Regulatory clarity via the GENIUS Act, which officially reclassifies ETH as a “digital asset,” has triggered large-scale accumulation by corporate treasuries, now holding nearly 966,304 ETH compared to 116,000 in late 2024. On-chain data reveals over $840 million in ETH moved to accumulation wallets in the past three weeks, much of it traced to OTC desks serving funds and publicly traded companies. This shift has created a narrative inversion: Bitcoin remains stable between $112,000 and $117,000, showing signs of seller exhaustion, but ETH is the momentum driver. Technically, the breakout above $3,800–$4,000 opens a potential path to $5,000, with strong staking yields adding income appeal. Fundamentally, Ethereum benefits from being the backbone of DeFi, stablecoins, and tokenization efforts now adopted by regulated institutions. Psychologically, confidence in ETH’s scalable infrastructure has grown, while BTC’s scarcity story feels mature. Macro tailwinds—softer monetary policy expectations, regulatory alignment, and rising tokenization demand—support sustained inflows. Traders are watching ETF subscription data and whale accumulation for early cues on the next leg higher. Strategic positioning now may favor a core BTC holding for stability, paired with an ETH overweight for asymmetric upside. The key risk remains sudden macro shocks that could reverse inflows. Monitoring both on-chain metrics and regulatory updates will be essential as this institutional wave unfolds.

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