US Ethereum ETFs May See Highest Monthly High of 2025
- Ethereum ETFs in the US totaled $890 million in July
- BlackRock holds 1,5% of all Ethereum in circulation
- Ethereum Forecast Points to Possible Sustainable Rise
Ethereum's price has surged nearly 20% in a week and is back above $3.000, reflecting strong institutional demand following Bitcoin's new record high. The appreciation of the second-largest cryptocurrency by market cap has also boosted spot Ethereum ETFs listed in the United States.
With monthly inflows already totaling US$890 million, ETH ETFs are on track to record their best monthly performance since being authorized by the SEC in July 2024. If this pace continues until the end of July, this will be the strongest month for the category, which had been operating more subdued in previous months.
The volume of token purchases by institutional funds is significant. In just nine days, ETFs accumulated nearly 380.000 ETH, a figure that surpasses the total net tokens issued since the Ethereum network merger, known as Merge, in 2022.
With net inflows of $564.2 million in May, $1.17 billion in June, and an additional $507.4 million so far in July, the US Ethereum ETFs have shown strong recent performance.
Yesterday's net inflow of $211.3 million marked the eighth-best day on record. pic.twitter.com/bNqLq4sl65
— Mads Eberhardt (@MadsEberhardt) July 10, 2025
This movement isn't limited to ETFs. Institutional investors are also buying similar amounts directly on the market, contributing to a tightening of ETH supply and, consequently, pushing prices up.
BlackRock, the world's largest asset manager, is a leading player in this movement. The company already holds approximately 1,5% of all ETH tokens in circulation, equivalent to nearly US$4,5 billion. This aggressive exposure reinforces the manager's confidence in the cryptocurrency's medium-term appreciation.
With ETFs gaining traction and institutional appetite for Ethereum growing, the market is once again looking more closely at the possibility of an altcoin season in the third quarter, should ETH maintain its upward trajectory.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
1.7 Trillion Unlock V.S 1.7 Trillion Buyback: Goldman Sachs Bets on the Latter to Sustain the US Stock Market Bull Run
Goldman Sachs expects US companies to raise $600 billion in 2027, sets S&P target at 8,700 points, and states that buybacks and profits can withstand supply shocks.
Next target 8%? US mortgage rates soar to a three-year high as “higher for longer” trades sweep the real estate market
U.S. mortgage rates are experiencing a sharp upward surge. In just over a month, the average 30-year fixed mortgage rate has climbed by a full percentage point, reaching above 7.5%, the highest level in three years. As a result, homebuyer demand has plummeted, and existing home sales in September are expected to show a significant decline.
Bank of America Hartnett: Interest rate hikes become the biggest bullish factor, the logic of ending the bond bubble is spreading
Bank of America strategist Hartnett has made a counterintuitive assessment: the most favorable event for the stock market before the end of the year would be for the Federal Reserve to proactively raise interest rates in October—using a tightening move to curb the out-of-control long end. If the Fed proves its willingness to control inflation and term premium through an October rate hike, the market may actually stop worrying about the 10-year yield surging toward 6%, thereby easing pressure on stocks. Currently, while US stocks have not yet been brought down by interest rates, cracks are quietly spreading in South Korean brokers, French government bonds, and CCC-rated credit bonds.
Goldman Sachs chart: "Gasoline prices determine the US midterm election"! Prediction market shows "Democrats have a 65% chance of sweeping both chambers"
A recent report from Goldman Sachs shows that the Iran war caused oil prices to surge from $3 to $5 per gallon, while the Democratic Party's lead in the general ballot simultaneously expanded from 5 to 9 percentage points—two trends that closely align. Goldman Sachs believes that Hurricane Isaias, once again impacting 63% of offshore capacity in the Gulf of Mexico, has made oil prices a true "ballot decider." Bank of America warns that if the Senate sweeps both chambers, it will trigger significant risk aversion, potentially causing the stock market to plunge by over 10% and weakening the US dollar.

