Ethereum Sees Influx of Institutional Funds, Market Performance Strong!

Since 2025, Ethereum has experienced a significant influx of institutional funds, a phenomenon that has garnered widespread attention in the market. Here's an overview of the situation:

Scale and Direction of Fund Inflow:

Significant ETF Fund Inflow: Ethereum ETFs have performed strongly recently, with a net inflow of $2.47 billion into US spot ETH ETFs in the first two weeks of July. In the week of July 13, Ethereum ETFs saw a net inflow of $907.99 million, a new historical high, with a single-day inflow of $383.1 million on July 10, the highest single-day net inflow record.

Increased Exchange Inflows: Recently, institutions such as Polychain Capital, Galaxy Digital, and B2C2 have collectively transferred over 24,000 Ethereum to exchanges, worth over $40 million. Among them, Galaxy Digital deposited 12,500 ETH, and Polychain Capital deposited 5,700 ETH.

Surge in Institutional Wallet Holdings: Coinbase's latest research report shows that ETH holdings in institutional investor wallet addresses have surged by 470,000 in the past 30 days, worth over $1.9 billion.

Institutional Fund Movements:

• ETF Net Inflow for Nine Consecutive Weeks, Peaking at $908 Million

• BlackRock ETHA Increased Holdings by Over $156 Million in a Single Week

• Leading Institutions Accumulated 550,000 ETH (Approximately $1.65 Billion) in 30 Days

• Total Staked Amount Exceeded the Historical Milestone of 32 Million

Reasons for Institutional Influx:

Improved Regulatory Environment: The US SEC's attitude has changed, with the new chairman reversing the previous chairman's suppression of DeFi, explicitly stating that ETH is not a security, and supporting developer innovation. The passage of the GENIUS Act establishes a stablecoin regulatory framework, and the advancement of the CLARITY Act clarifies ETH as a "digital commodity" regulated by the CFTC, clearing the way for institutional entry.

Ethereum Ecosystem Development: The advancement of Ethereum 2.0 has improved its performance and scalability, DeFi protocols have locked in value exceeding trillion-dollar levels, and the NFT and metaverse economies have also greatly increased demand for ETH, continuously enhancing Ethereum's application scenarios and value, attracting institutional capital allocation.

Impact:

Driving Price Increases: The large influx of institutional funds has provided strong support for the price of Ethereum. The price of Ethereum rose by over 17% in early July and broke through the $3,000 mark on July 11.