logo
Ethereum's July Surge: Institutional Inflows Drive Price to 2025 High

Ethereum's July Surge: Institutional Inflows Drive Price to 2025 High

Ethereum's price gained significant momentum in July 2025, fueled by substantial institutional investment and ETF inflows.
Ethereum's price surged 49.4% in July 2025, reaching $3,715.
The cryptocurrency's value increased by 64% over the past 30 days.
Institutional demand, driven by ETF inflows and corporate acquisitions, created a 32x supply-demand gap.
Over 2.83 million ETH, valued at approximately $5 billion, were purchased by ETPs and corporate entities since May 15, 2025.
Projections indicate an additional $20 billion in inflows over the next 12 months, further tightening supply.
The cryptocurrency market witnessed a significant shift in July 2025, with Ethereum (ETH) demonstrating a remarkable upward trajectory. The digital asset's price surged by an impressive 49.4% within the month, reaching a value of $3,715.
This performance marks Ethereum's strongest single-month gain in 2025, significantly outperforming other major cryptocurrencies like Bitcoin (BTC) and XRP. Over the past 30 days, ETH recorded a 64% increase, contrasting sharply with Bitcoin's 1.7% and XRP's 21.1% gains during the same period.
This resurgence follows an earlier bearish phase, with Ethereum now having climbed over 150% from its April 2025 low. The sustained positive daily closes, including a 47.86% jump between July 8 and July 21, underscore the robust momentum driving this rally.
Institutional Demand Fuels Ethereum's Ascent
The primary catalyst behind Ethereum's recent surge is a significant increase in institutional demand.
This demand is largely driven by substantial inflows into Exchange-Traded Products (ETPs) and strategic acquisitions by corporate entities.
Since May 15, 2025, over 2.83 million ETH, equivalent to approximately $5 billion, have been purchased by these institutional players. This aggressive accumulation has created a considerable supply-demand imbalance, with the demand outstripping the limited supply growth by more than 32 times. During the same period, the Ethereum network issued only 88,000 new ETH, further tightening the available supply.
Experts in the cryptocurrency space, such as Matt Hougan, emphasize that this imbalance is a key factor in the price appreciation.
The growing institutional appetite for Ethereum is evident as companies like Bitmine and SharpLink have publicly expanded their ETH holdings.
These entities are not merely holding the asset but are also engaging in staking, a process where they lock up their ETH to support network operations and earn yield. This trend highlights Ethereum's evolving role within institutional portfolios, solidifying its position as both an investment vehicle and a productive asset.
Future Projections and Market Outlook
The demand trajectory for Ethereum appears set to continue its upward trend. Projections suggest that an additional $20 billion could flow into Ethereum through ETFs and corporate treasuries over the next 12 months.
This influx would equate to approximately 5.33 million ETH. In contrast, the network is anticipated to issue only 800,000 ETH during this period, indicating a further tightening of supply. If institutional buying persists at this rate, sustained upward pressure on Ethereum's price is highly probable.
While reaching the $10,000 mark remains a subject of speculation, the current fundamental indicators suggest a strong case for Ethereum to continue outperforming other major cryptocurrencies.
The market is closely observing these developments to ascertain whether this rally signifies the beginning of a broader bull market for Ethereum. The surge in price is not merely a short-term market fluctuation but reflects a deepening institutional confidence in Ethereum's foundational role as the leading smart-contract platform.
This validation is further reinforced by its increasing adoption in decentralized finance (DeFi) and various enterprise applications. The interplay between robust demand and inherent supply limitations will be a critical factor in determining Ethereum's future price movements.
For more insights into Ethereum's price movements, particularly as it approaches significant milestones, readers can refer to articles discussing its performance, such as the recent report on Timebusinessnews.com regarding ETH approaching $4,000. [1]
Additionally, for those interested in the technical aspects of managing Ethereum, including Ethereum hosting solutions, further information can be found on Bitnewsbot.com.
TIME BUSINESS NEWS
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

PayPal to Roll Out ‘Pay With Crypto' Feature for Merchants
PayPal to Roll Out ‘Pay With Crypto' Feature for Merchants

Bloomberg

time25 minutes ago

  • Bloomberg

PayPal to Roll Out ‘Pay With Crypto' Feature for Merchants

PayPal Holdings Inc. will soon allow businesses to accept more than one hundred cryptocurrencies at checkout. The option is going live in the coming weeks and will allow merchants to accept crypto such as Bitcoin, Ethereum, Tether's USDT and Circle's USDC, from wallets including Coinbase, OKX, Phantom, MetaMask and Exodus. When a consumer pays with crypto, the funds are automatically converted into fiat or PayPal's PYUSD stablecoin for deposit in the merchant's account.

‘Strap In'—$4 Trillion Bitcoin And Crypto Braced For A Price Game-Changer
‘Strap In'—$4 Trillion Bitcoin And Crypto Braced For A Price Game-Changer

Forbes

time42 minutes ago

  • Forbes

‘Strap In'—$4 Trillion Bitcoin And Crypto Braced For A Price Game-Changer

Bitcoin has bounced back from a sell-off last week, climbing after a $9 billion earthquake. Sign up now for CryptoCodex—A free newsletter for the crypto-curious The bitcoin price dropped to around $115,000 per bitcoin last week but has rebounded to touch $120,000, propelling the combined crypto market to back over $4 trillion and helped by U.S. president Donald Trump issuing a huge crypto prediction. Now, as Elon Musk's SpaceX sets bitcoin alarm bells ringing, analysts are predicting the wild bitcoin price swings that have rocked the market in recent years could be over. Sign up now for the free CryptoCodex—A daily five-minute newsletter for traders, investors and the crypto-curious that will get you up to date and keep you ahead of the bitcoin and crypto market bull run Traders are braced for a major change to the bitcoin price and crypto market. 'The days of parabolic bull markets and devastating bear markets are over,' Mitchell Askew, a bitcoin analyst with the bitcoin miner Blockware, posted to X, echoing CryptoQuant chief executive Ki Young Ju who believes the bitcoin four-year cycle theory 'is dead.' However, Askew also predicted that the bitcoin price will soar to $1 million over the next 10 years as it switches between 'pump' and 'consolidate" phases, adding: 'It will bore everyone to death along the way and shake the tourists out of their positions. Strap in.' Historically, the bitcoin price has climbed to all-time highs in the years following a bitcoin halving that sees the number of new bitcoin issued to miners in exchange for maintaining the network cut by half. Bitcoin saw significant price surges in the second halves of 2017 and 2021, following halvings that occurred in 2016 and 2020. Bitcoin's last halving, cutting the bitcoin block reward to 3.125 bitcoins per block, happened in April 2024. Others have also said they believe the so-called four-year bitcoin price cycle is over, pointing to the huge accumulation of bitcoin over the last few years by first Michael Saylor's Strategy then by bitcoin exchange-traded fund (ETF) issuers led by BlackRock Strategy now controls 600,000 bitcoin worth $72 billion, sparking a flood of copy cat companies who are buying bitcoin and other cryptocurrencies, while the combined bitcoin ETF issuers now hold 1.5 million bitcoin worth $175 billion. Sign up now for CryptoCodex—A free newsletter for the crypto-curious The bitcoin price has rocketed higher this year, hitting an all-time high of $123,000 per bitcoin. "The four-year cycle is dead and adoption killed it," Kyle Chassé, a bitcoin and crypto commentator posted to X alongside a video he appeared in with Bitwise chief investment officer Matt Hougan. "The long-term pro-crypto forces will overwhelm the classic "four-year cycle" forces, to the extent those exist, and that 2026 will be a good year," Hougan said in the clip. 'I think it's more 'sustained steady boom' than super-cycle,' Hougan said. 'I could be wrong, and I'm certain there will be significant volatility." Other analysts have though pointed to the possibility of unexpected events as either boosting or crashing the bitcoin price—something they warn could happen at any time. 'This fifth bitcoin bull market has been characterized by bursts of momentum and sudden pauses, rather than a steady, high sharpe ratio climb,' Markus Thielen, the chief executive of bitcoin price and crypto analysis company 10x Research, said in an emailed note. 'Each move has hinged on a clear catalyst: Fed rate expectations, Trump's political traction, ETF breakthroughs, or regulatory interventions, such as the dismantling of crypto-friendly banks. That's why staying laser-focused on macro triggers and reacting quickly to breakouts remains critical. In crypto, momentum is sparked by events, not driven by the calendar.'

If managing investment risk makes me conservative, I'll wear it proudly
If managing investment risk makes me conservative, I'll wear it proudly

Yahoo

timean hour ago

  • Yahoo

If managing investment risk makes me conservative, I'll wear it proudly

Lately, I've been catching a bit more flack on social media for what some interpret as overly conservative — or even bearish — market views. Without context, I get how that perception can form. But this isn't unusual. Those of us who focus on managing risk tend to hear the 'I told you so' chorus after markets rebound. It comes with the territory. Ironically, that kind of sentiment often shows up near the end of a cycle. I remember vividly when bitcoin was hitting new highs a few years ago. I received a voicemail that simply said, 'Enjoy staying poor, old man.' That kind of bravado tends to show up just before things fall apart. It's not a new phenomenon; it's a feature of euphoria. But here's the cold, hard truth: I didn't know where the market was going next, and nor do I now. And neither did the person who left that message. Nor does any other portfolio manager or financial pundit, no matter how confident — or loud — they sound. Because in investing, it ultimately comes down to two paths. Both are valid. But each comes with a cost of entry. Path One: Go long and hold on The first path is to go long highly volatile markets such as the Nasdaq or the tech-heavy S&P 500. If you want to target double-digit annual returns, you have to be willing to accept the large drawdowns that come with it. And you better hope your timing is right because going all-in just before a 1999, 2007, 2019, or 2021-style peak can be devastating, especially if you're retired or nearing retirement and don't want to experience sudden, large drops to your life savings. Let's look at the numbers. Since January 1994, over the past 30.5 years, the S&P 500 has delivered an impressive annualized return of 10.4 per cent. The best year saw a gain of 35.8 per cent. But the worst? A gut-wrenching 37 per cent drop. Now ask yourself: If you had spent 20 years saving $1 million, would you be okay watching it fall to $560,000 during the 2002 bottom? Or to $499,000 in February 2009? Or even to $775,000 in September 2022? The two largest drawdowns were underwater for 4.5 years and took three to more than 3.5 years to recover. If you're young, with decades ahead of you, maybe that's acceptable. You have time to recover, and you can even take advantage of those drops to add more to your portfolio. But if you're in or near retirement, those drawdowns aren't just numbers, they're lifestyle-altering events. They can derail plans, delay retirement, or force you to sell assets at the worst possible time. Path Two: Diversify and sleep at night The second path is to diversify. Let's say you allocate 35 per cent to bonds and five per cent to gold. That's not radical, it's just balanced. Over the same 30.5-year period, this diversified portfolio still delivered a solid 8.4 per cent annualized return. The best year? A gain of 27.9 per cent. The worst? A loss of 20.2 per cent. That's still a drawdown, but it's a very different experience. Your $1 million would have dropped to $780,000 in 2002, $700,000 in 2009, and $880,000 in 2022. Not painless but far more manageable. And for many retirees, that difference is the line between staying the course and panicking. The two largest drawdowns were underwater for only 2.5 years and only took one to more than 1.5 years to recover. That said, 2022 was a wake-up call. It was one of the rare years when both stocks and bonds fell sharply. The S&P 500 lost 24.54 per cent, and the diversified bond/stock/gold portfolio still dropped 20.57 per cent. Bonds, which traditionally act as a cushion during equity selloffs, failed to provide meaningful protection. This was a notable event, and a reminder that even conservative portfolios need to evolve. In today's environment, relying solely on bonds as a risk management tool may no longer be enough. Rising inflation, tighter monetary policy and shifting correlations mean investors must look beyond traditional asset classes. Structured notes, alternatives and other tools can offer more effective ways to manage downside risk without giving up the upside entirely. It's not about being right. It's about being ready The point here isn't to say one path is better than the other. It's to highlight the trade-offs. High returns come with high volatility. Lower volatility comes with slightly lower returns. But the real question is: What can you live with? Risk tolerance isn't just a number on a questionnaire. It's how you feel when your portfolio drops 30 per cent or more. It's whether you can sleep at night, stay invested and avoid making emotional decisions. Because the biggest threat to your portfolio isn't the market. It's how you respond to it. Why I manage risk So yes, I manage risk. Not because I'm bearish. Not because I'm trying to time the market. But because I've seen what happens when people take on more risk than they can handle or are comfortable with. I've seen portfolios implode not because of bad investments but because of bad behaviour: panic selling, chasing returns, abandoning plans. And I've also seen the power of resilience, of portfolios that bend but don't break; of strategies that deliver peace of mind, not just performance. So if that makes me conservative, I'll wear it proudly. Because in the end, investing isn't about winning arguments on social media. It's about helping people live well, sleep soundly and stay invested through the storm. Martin Pelletier, CFA, is a senior portfolio manager at Wellington-Altus Private Counsel Inc., operating as TriVest Wealth Counsel, a private client and institutional investment firm specializing in discretionary risk-managed portfolios, investment audit/oversight and advanced tax, estate and wealth planning. The opinions expressed are not necessarily those of Wellington-Altus. _____________________________________________________________ If you like this story, sign up for the FP Investor Newsletter. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store