"ETH Second Wind: From the Rise of DeFi to ETF Fever."
Ethereum (ETH) is once again in the spotlight in the global crypto world. After being lagged behind Bitcoin's rally at the start of the year, Ethereum is now showing signs of a much stronger recovery. Two key factors driving this momentum are the resurgence of the DeFi sector and massive inflows into spot Ethereum ETFs. The combination of these two has given Ethereum a new lease of life, or what could be called a second wind, in the 2025 crypto market cycle.
Ethereum ETF: A New Magnet for Institutional Investors One of the biggest drivers of Ethereum's rally this year has been the influx of institutional investors through ETFs. In July 2025, the Ethereum spot ETF recorded a record inflow of $5.41 billion in just one month. This figure was even greater than the total accumulated since the ETF's launch several months earlier. Furthermore, Ethereum also recorded a streak of 19 consecutive days of positive inflows, totaling $5.38 billion. This means that approximately 4.7% of the total circulating supply of ETH is now locked in ETF instruments. This surge in demand directly reduces the available supply of ETH in the market, adding to the bullish pressure. Interestingly, in the past five days, the Ethereum ETF recorded net inflows worth $3.4 billion, surpassing the Bitcoin ETF, which only received around $966 million over the same period. This fact indicates a shift in investor interest, with Ethereum increasingly being viewed as a strategic asset with significant growth potential.
Activity Spikes on the Ethereum Network In addition to institutional support, Ethereum has also shown significant improvement in its fundamentals. According to on-chain data, the average daily transaction volume for Ethereum in July 2025 reached 1.48 million, a 3.2% increase compared to the previous day and a 37.7% jump from the same period last year. In the first quarter of 2025, Ethereum even recorded an average of 1.65 million transactions per day, with a record high of 1.92 million transactions in a single day. This activity extends beyond asset transfers to include DeFi, NFTs, and smart contracts. Furthermore, approximately 62% of all transactions on the Ethereum network now originate from smart contracts, a clear indication that ETH's utility is no longer just as a means of payment, but as the foundation of the Web3 ecosystem.
The Rise of DeFi: Driving the Second Wind DeFi, or decentralized finance, has returned to the spotlight after experiencing a period of stagnation in the previous year. Currently, the total value locked (TVL) across various Ethereum-based DeFi protocols is starting to show a recovery trend. This surge coincides with the increasing adoption of Layer-2 platforms, such as Arbitrum, Optimism, and Base, which help reduce transaction costs while increasing network efficiency. Furthermore, integration with traditional sectors is also increasingly visible. Several major banks in Europe and Asia are beginning to explore Ethereum-based protocols for cross-border settlement services. This strengthens Ethereum's position as a global digital financial infrastructure, not just an investment asset.
Future Outlook: Is ETH Heading for a New Record? Several factors that could strengthen this trend going forward include: Technology Upgrades: The "Pectra" update, scheduled for release later this year, is expected to improve staking efficiency and user experience. Layer-2 Growth: The adoption of scalability solutions is making Ethereum transaction fees increasingly competitive. Institutionalization: More and more companies and financial institutions are incorporating ETH into their portfolios.
Conclusion Ethereum is currently at a crucial crossroads. On the one hand, the rise of the DeFi sector and on-chain activity are providing a strong foundation for the ecosystem. On the other hand, the surge in demand through ETFs demonstrates that ETH is now being taken seriously by global investors. This second wave of Ethereum has the potential to be more stable and sustainable than the previous wave, driven not only by speculation but also by increasingly solid fundamentals. If this trend continues, Ethereum will not only rival Bitcoin as a leading digital asset but could also solidify its position as the "financial infrastructure of the internet" in the Web3 era.
BTC.ETH.SOL.BNB.Night Market Analysis BTC Good evening, brothers. The market has basically not fluctuated this weekend. The aunt is doing a bit better, inserting a needle can still capture dozens of price levels. The pressure for Bitcoin tonight is in the range of 118300-119180, this pressure can continue to be referenced, and short positions can be attempted in this range only at 120500. The target support below is 116800, 115800, and 114300. Long positions can be attempted near the second and third support levels. ETH The rebound pressure for the aunt still looks at 4500. During the day, it touched the support at 4370, so there should be a rebound to test this pressure tonight. A small position can be attempted for short near this pressure level, only at 4530. If the short is beaten, continue to wait for the range of 4570-4670. The target support below at night is at 4370, this level doesn't need to be defended anymore. Long positions are recommended to wait at the two levels of 4280-4160. SOL The rebound pressure for SOL remains unchanged at 190. This pressure can only attempt a small short position, if the short is beaten, continue to wait for the range of 195-198 for shorts. The target support below is at 183, 180, and 175. BNB The rebound pressure for BNB remains at 837. If this pressure is not broken, the market will continue to decline. Therefore, the first pressure to defend for short positions is at this level. If this pressure is broken, short positions can be attempted in the range of 847-853. The target support below at night is at 813, 800, and 790. Long positions can be observed near the second and third support levels. Trading strategies are publicly available for free, bringing you the latest market analysis and precise needle insertion points every day. Opening long or short positions is for reference only; please manage your positions well. (Exclusive 20% discount on handling fees for the财神: invitation code: BTC45678)
Some may change their direction, some may change their shape, and some may even change their choices… but true believers always win. $XRP We do not change our shape, our place or our direction. We remain strong, united and unshakable. We are the driving force of the Conan community, the unbreakable core that keeps the vision alive. $BNB Together, we will rise, we will achieve greatness and we will prove to everyone that nothing can stop a community built on faith, patience and determination. $DOGE
At three in the morning, the sky outside the data center is very quiet. no wind, no light, and no noisy machine roars. but deep within the network, the Succinct Prover network is quietly starting— Hundreds of nodes light up simultaneously, like constellations suddenly ignited in the night sky. 🛠 SP1: An engine that never stops It does not require huge data centers, nor complicated deployment rituals. As long as you connect, you can start operating immediately— Generating, transmitting, verifying, everything is completed in milliseconds. In this process, the PROVE token acts like a key,
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Recently discovered an exciting thing — Bubblemaps turns on-chain data into a lively social party scene 🎉
Look, those usually cold addresses suddenly came to life: bubbles in red clothes cluster together discussing business (heavy investment clusters), bubbles in blue clothes are visiting each other in twos and threes (retail investor movement), and there are some hiding in the corners quietly passing notes with dashed lines (hidden connections). I stared at the screen for half an hour and actually understood the funding factions behind a certain token; this experience is much more enjoyable than chewing through a white paper!
The best part is the “party pass” 🎫 $BMT . With it, when you enter Intel Desk, the “information brokers” in the community are happy to exchange clues with you — who is quietly building up their position, which wallet is playing around with a hand swap, the conversation is incredibly enlightening.
During transactions, it will also automatically act as a “security inspector,” clearly marking compliance red lines; in the InfoFi scenario, it feels more like having a God’s eye view, and once the exclusive data interface is unlocked, even the small movements of the main players are clearly visible.
Previously, analyzing on-chain data felt like deciphering a codebook; now, following the bubbles dancing lets you grasp the trends intuitively. No wonder more and more people are following it to copy homework ~ @Bubblemaps.io $BMT #Bubblemaps
极道桃园 Bitdeer: The total bitcoin holdings have exceeded 1,764 coins The Nasdaq-listed bitcoin mining company Bitdeer released the latest bitcoin holding data on platform X. As of August 15, its total bitcoin holdings have increased to 1,764.2 coins (Note: this amount is pure holdings and does not include bitcoins deposited by customers). In addition, this week its bitcoin mining output was 80.4 BTC, but it sold 34.3 BTC. 🍑
Every problem carries its solution within it. Nothing happens by chance: there is a reason. Challenges help us grow, trials shape us, and in every night, there is a dawn that rises.
The paths of life are sometimes winding, but every detour leads us to a new perspective. Obstacles teach us, mistakes correct us, and each step brings us closer to our destination.
So let us keep faith, even in adversity, because every problem has a solution: we just need to find it. When the light rises, we see more clearly and realize that everything made sense from the beginning.
In this triangle, the maximum you can touch is around 126800-128300, and then you will face a major directional decision. The probability of a sustained significant breakthrough is only about 5%. Otherwise, you will enter the valley area of a volatile market. At this stage of cryptocurrency development, it is time to abandon the so-called bull and bear terminology. From now on, there will only be institutional markets and institutional volatile markets. The eternal cycle of peaks and valleys.
The microphone has arrived, I tried it and it's fine. I can't really tell the difference from a headset that costs a few dozen yuan. Previously, the Binance live stream kept dropping, so I decided not to stream the video anymore. I have been making trades with a bunch of altcoins, and even though my predictions for BTC market trends were correct, I still ended up losing money. I said it was because this account doesn't have a rebate. Previously, I would get hundreds of USDT in rebates in a day, with big accounts getting thousands or even tens of thousands of USDT. You all think I'm bragging, but I really feel like I'm losing a bit. I will be live streaming at 9 PM tonight, and the market trends for BTC and mainstream altcoins are much simpler, unlike the altcoins that recklessly crash the market. I won't say more, see you at the live stream tonight at 9 PM!