Ethereum continues to dominate the blockchain sector in July 2025, maintaining a Total Value Locked (TVL) of approximately $84.7 billion, significantly outpacing its top competitors like Solana and BNB Chain [1]. This substantial TVL underscores Ethereum’s strong market trust and foundational role in decentralized finance (DeFi), catalyzing innovation and competition across the broader blockchain ecosystem [1].

Vitalik Buterin, co-founder of Ethereum, has emphasized the importance of scaling through Layer 2 solutions and the deployment of Ethereum Improvement Proposals (EIPs). According to Buterin, Layer 2s are essential for expanding Ethereum’s DeFi infrastructure while maintaining decentralization and security. He anticipates that TVL will shift across chains with each new wave of rollups and scaling innovations [1].

Meanwhile, Solana’s TVL has grown to $10.1 billion, driven primarily by increased DeFi activity and stablecoin adoption. This growth reflects the network’s improved throughput and composability, as noted by Solana co-founder Anatoly Yakovenko. Financially, Ethereum has seen a surge in on-chain fee revenue, while Solana’s DeFi expansion has attracted growing institutional and retail interest [1].

Ethereum’s TVL remains a key barometer for the broader market’s performance. Historically, TVL has spiked in response to major protocol upgrades and broader market cycles. The ongoing evolution of governance tokens also continues to be influenced by TVL dynamics [1].

Looking ahead, Ethereum’s focus is on scalability and reducing network congestion. This aligns with historical patterns seen during previous bull markets, suggesting potential for future performance improvements [1].

In addition to TVL, Ethereum’s on-chain activity highlights its enduring influence. As of July 24, 2025, the network had 7,864 active developers working on 113,103 repositories, with over 58 million commits recorded. This level of developer engagement reinforces Ethereum’s appeal to Web3 projects and its central role in the blockchain space [2]. The price of ETH also surged by 60% in July 2025, driven by $5.4 billion in ETF inflows and increased whale accumulation, bringing the asset closer to the $4,000 level [3].

While Ethereum’s TVL has not reached the $180 billion peak seen in late 2021, its continued leadership in DeFi infrastructure demonstrates adaptability across market cycles [9]. Analysts predict Ethereum could stabilize between $3,000 and $5,000 in 2025, depending on macroeconomic conditions and ETF inflows [6].

As Ethereum marks its 10th anniversary, its resilience and growth in both developer activity and DeFi infrastructure underscore its foundational role in the evolving global financial system. The July 2025 events served as a global acknowledgment of Ethereum’s achievements and its enduring influence on the future of digital finance [5].

Source:

[1] Ethereum Leads TVL Among Top Blockchains July 2025 (https://coinmarketcap.com/community/articles/688aeb415351ea6fce536056/)

[2] Ethereum Turns 10: How Its Booms and Busts Shaped … (https://cointelegraph.com/news/ethereum-turns-10-booms-busts-history)

[3] Ethereum Turns 10 Today: Here’s How it Surged 60% in July (https://coingape.com/trending/ethereum-turns-10-today-heres-how-it-surged-60-in-july/)

[5] Ethereum Marks 10th Anniversary on July 30, 2025 (https://www.ainvest.com/news/ethereum-news-today-ethereum-marks-10th-anniversary-global-events-5-billion-etf-inflows-2507-/)

[6] What Will Ethereum Look Like in 2035? Experts Weigh In (https://beincrypto.com/ethereum-future-in-2035/)

[9] Ethereum Promised a ‘World Computer’ — But Here’s What … (https://www.ccn.com/education/crypto/ethereum-world-computer-reality-financial-infrastructure-of-web3/)

Aria, a Web3 open-world role-playing game developed by Inutan Studios, has secured $5 million in seed funding, with Folius Ventures, The Spartan Group, and Beam FDN leading the round. This funding represents a significant milestone for the project and signals growing institutional confidence in blockchain-based gaming. The investment will be used to accelerate development, expand the team, and strengthen the game’s decentralized infrastructure. The backing from prominent players such as Animoca Brands and The Spartan Group underscores the potential of Aria’s innovative approach to integrating Web3 technologies into traditional RPG frameworks [1].

Aria is positioned to bridge the gap between traditional gaming and blockchain by incorporating features such as NFT-based character ownership and player-driven economies. Unlike many play-to-earn models that prioritize short-term gains, Aria emphasizes long-term value creation through sustainable economic systems. The game aims to allow users to earn, trade, and stake digital assets within its universe, fostering a more engaging and rewarding experience. The company has also taken proactive steps to ensure security by partnering with blockchain auditing firms, addressing a key concern for both developers and players [1].

Analysts note that Aria’s success will depend on its ability to retain a dedicated player base and scale its blockchain infrastructure effectively. The team includes experienced professionals from both the gaming and crypto industries, which adds credibility to its execution strategy. The seed funding will also support community-driven initiatives such as governance token distribution and player feedback systems, aiming to foster long-term engagement and trust [1].

The timing of the funding is strategic, as the Web3 gaming sector is still in its early growth phase. While some projects have achieved commercial success, others have struggled with scalability and user retention. Aria aims to avoid these pitfalls by focusing on a balanced ecosystem that benefits both players and developers. The project has also indicated a future move toward mobile platforms, a shift that could significantly expand its user base and market reach [1].

Aria’s tokenization strategy, which includes integrating real-world intellectual property such as music copyrights, is expected to create unique value propositions for users. This approach not only enhances user engagement but also introduces a new dimension to in-game economies. Investor Miles Deutscher highlighted the significance of Aria’s funding, noting that the involvement of key players in both the Web3 and traditional gaming sectors reflects strong market confidence [1].

The seed round also aligns with broader trends in blockchain gaming, particularly the integration of real-world assets into digital ecosystems. According to the Coincu research team, Aria’s model could set new trends in how IP is tokenized and monetized within gaming environments. This innovation has the potential to reshape financial dynamics in the gaming sector by creating more sustainable and interactive economies [1].

As Aria moves forward with development, transparency and consistent delivery on its roadmap will be crucial for maintaining trust with both investors and players. The project has already demonstrated a clear vision and strategic planning, which, if executed effectively, could position it as a leading player in the evolving Web3 gaming landscape [1].

Source: [1] News – 2025 (https://www.animenewsnetwork.com/news/2025)

Etherex, a new decentralized exchange (DEX), launched on the Ethereum Layer-2 network Linea on July 31, 2025, marking a significant development in Ethereum’s decentralized finance (DeFi) ecosystem. Built on Linea, Etherex aims to enhance the efficiency and scalability of Ethereum-based DEXs by reducing transaction costs and increasing speed, addressing long-standing challenges faced by traditional Ethereum mainnet DEXs [1]. This launch represents a modern revival of the 2014 EtherEX concept, leveraging contemporary Layer-2 technology to provide a user-centric trading experience [1].

The platform is designed with a full incentive alignment model, ensuring that users benefit directly from the growth and liquidity of the network. This approach encourages participation and liquidity provision, fostering a more sustainable and community-driven trading environment. According to COINOTAG, this strategy is central to Etherex’s ambition to become the primary DEX on Linea [1]. Unlike many existing DEXs, which offer partial or no incentive alignment, Etherex’s model rewards users for their active role in the network, enhancing long-term engagement and liquidity provision [1].

Etherex operates on Linea, which provides faster transactions and significantly lower gas fees compared to the Ethereum mainnet. This Layer-2 infrastructure enables Etherex to handle high trading volumes efficiently, making it suitable for active traders seeking cost-effective and low-latency transactions [1]. The platform also aligns its token strategy with Linea’s broader network plans, ensuring seamless integration with Ethereum while capitalizing on the benefits of Layer-2 scalability [1]. This dual alignment strengthens liquidity and governance mechanisms, offering a transparent and user-driven environment.

The launch of Etherex represents a critical evolution in Ethereum’s DeFi landscape. By addressing scalability and incentive challenges through Layer-2 technology, Etherex positions itself as a frontrunner in the next generation of Ethereum-based DEXs. Its ability to reduce transaction costs and latency makes it a compelling alternative to mainnet DEXs, which have historically struggled with congestion and high fees [1]. As Linea continues to develop as a key Ethereum Layer-2 network, Etherex’s emergence could play a pivotal role in consolidating Ethereum capital and advancing the broader DeFi ecosystem.

Etherex’s unique value proposition lies in its ability to combine the speed and efficiency of Layer-2 solutions with a fully aligned user incentive model. This differentiates it from many traditional DEXs that lack comprehensive reward mechanisms for liquidity providers and traders. By offering near-instant transactions and reduced fees, Etherex enhances the overall user experience and lowers the barriers to entry for traders who have previously been deterred by the inefficiencies of the Ethereum mainnet [1].

The development of Etherex on Linea could serve as a blueprint for future Ethereum Layer-2 DEXs, demonstrating how scalability and user-centric incentives can be effectively integrated. As Ethereum’s DeFi ecosystem continues to evolve, projects like Etherex may become increasingly important in driving mainstream adoption and improving the accessibility of decentralized trading platforms [1].

Source: [1] Etherex Exchange on Linea Network Could Advance Ethereum Layer-2 DEX Potential

Ethereum, now in its 10th year of operation, has demonstrated remarkable resilience and adaptability while maintaining its foundational values of decentralization and innovation. On July 30, 2025—marking a decade since its official launch—Ethereum continues to serve as a cornerstone for the next global financial system. Joe Lubin, co-founder of Consensys and Ethereum, recently highlighted this milestone by ringing the Nasdaq closing bell in New York for his latest venture, Sharplink Gaming (SBET). The event also served as a celebration of Ethereum’s enduring influence on blockchain technology [1].

Sharplink is one of several Ethereum treasury companies emerging as traditional corporations increasingly explore crypto assets. The firm’s strategy for managing ETH is being handled by a small team from Consensys, reflecting the growing institutional interest in Ethereum. This shift underscores Ethereum’s evolution from a speculative asset to a foundational infrastructure for global commerce and finance [1].

Ethereum’s origins trace back to 2013, when Vitalik Buterin proposed a blockchain that could run applications beyond financial transactions. The platform gained momentum through a 2014 crowdfunding campaign and officially launched on July 30, 2015. Over the past decade, Ethereum has navigated numerous challenges, including the 2016 DAO hack, regulatory hurdles, and network congestion. Despite these setbacks—and frequent predictions of its demise—Ethereum has consistently adapted and improved, proving its staying power [1].

Paul Brody, head of blockchain at EY, emphasized Ethereum’s role as foundational infrastructure for the future of commerce. “Ethereum is today already so much more than I ever thought it could be, and we’ve barely scratched the surface of all the use cases I have thought about,” he said [1]. The platform’s ability to evolve while staying true to its core values has been a key factor in its success, with developers and contributors playing a crucial role in its continued innovation [1].

Despite its achievements, Ethereum has not been without controversy. The platform has faced criticism over high gas fees, regulatory scrutiny, and internal disputes. Yet, through a series of forks and upgrades, including the transition to proof-of-stake and the development of Layer 2 scaling solutions, Ethereum has managed to overcome these challenges without compromising its decentralized principles [1]. As Joseph Delong, founder of Sushi and Kraken contributor, noted, “Ten years on, it has seen zero downtime, overcome insurmountable odds, and punctuated every moment with unimaginable victories” [1].

As Ethereum moves forward, the focus is shifting toward embedding compliance infrastructure directly into the technology stack. This trend is particularly relevant in the decentralized finance (DeFi) sector, where regulatory uncertainty remains a major challenge. Platforms like Predicate have partnered with TRM Labs to integrate real-time anti-money laundering (AML) and sanctions checks into smart contracts. This allows developers to enforce regulatory safeguards at the blockchain layer, ensuring market integrity while preserving user privacy [2].

These compliance mechanisms are being applied across key DeFi segments, including stablecoins, privacy protocols, and tokenized real-world assets (RWAs). Aleo, for instance, has implemented policy checks to prevent its network from being used for illicit activity. Plume, a blockchain supporting RWAs, automatically rejects high-risk deposits flagged by TRM’s tools. Similarly, Paxos has used programmable rules to restrict access to its yield-bearing stablecoin, USDL, based on geolocation and sanctions data [2].

The integration of policy infrastructure into DeFi represents a critical step toward responsible growth. By embedding compliance directly into the code, blockchain projects can align with real-world legal standards without compromising decentralization. This approach not only supports regulatory compliance but also fosters trust by enabling decentralized systems to express their values while maintaining operational integrity [2].

As the blockchain industry matures, the ability to scale compliance through programmable infrastructure is proving to be a viable solution for navigating the complex regulatory landscape. This shift from reactive measures to proactive, embedded compliance marks a significant evolution in how decentralized systems interact with traditional financial frameworks [2].

Sources:

[1] [10 years on, Ethereum has rebuilt itself time and again…](https://www.theblock.co/post/364947/10-years-on-ethereum-has-rebuilt-itself-time-and-again-without-compromising-on-its-values-community-members-say)

[2] [From Privacy to Policy: Building the Compliance Layer for DeFi with Nikhil Raghuveera](https://trmtalks.com/episode/14)

Capital is beginning to shift away from Bitcoin toward alternative cryptocurrencies, signaling the potential start of an “altseason,” according to Sygnum, a Swiss digital asset bank. The firm notes that after months of Bitcoin dominance, the market is showing early signs of a broader reallocation of capital, driven by improved regulatory clarity and growing interest in altcoins with tangible use cases and sustainable token models [1].

In its latest quarterly report, Sygnum highlighted that decentralized exchanges (DEXs) have captured 30% of the total spot trading volumes, while DeFi loan balances have surpassed $70 billion. These figures reflect a return of risk appetite and growing confidence in alternative blockchain ecosystems [1]. The bank also observed that stablecoins and institutional tokenization efforts are enhancing Ethereum’s appeal, supported by rising staking activity and inflows into Ethereum-based ETFs [1].

The shift in capital is not uniform across the entire altcoin space. Some speculative assets, such as Fartcoin (FART) and Pump.fun (PUMP), remain disconnected from broader market trends and are largely driven by retail sentiment rather than institutional flows [1]. “Speculative altcoins are retreating while Bitcoin remains stable,” said Ryan Lee, chief analyst at Bitget. This divergence suggests that the current reallocation is more structural and not a broad-based speculative rally [1].

Meanwhile, Bitcoin and Ethereum continue to strengthen their fundamentals despite the ongoing rotation. Bitcoin reached a new all-time high above $123,000 on July 14, supported by strong demand dynamics and the continued accumulation of BTC by spot ETFs, which now manage over $160 billion in assets under management [1]. The ETFs have absorbed more than 110,000 BTC in the past quarter alone, effectively reducing circulating supply and supporting upward price pressure.

Ethereum, too, is seeing a resurgence in institutional interest, with a significant portion of its liquid supply now locked in staking. The recent Pectra upgrade introduced technical improvements and expanded staking capacity, reinforcing the network’s resilience and appeal to institutional actors. Major financial players, including Sharplink, BNY Mellon, and Société Générale, are allocating significant funds to Ethereum-based initiatives, further underlining its importance in the digital asset landscape [1].

Sygnum’s forecast has already garnered industry attention. Cointribune reported the news on July 4, 2025, while Binance included the headline in its trending list on July 23, 2025. Although these references are largely editorial, they reflect a growing consensus around a potential shift in market dynamics [1][3].

As the altseason potentially emerges, investors are advised to closely monitor both regulatory developments and on-chain activity to confirm the broader trend. The coming months will be crucial in determining whether this anticipated shift gains lasting momentum.

Source:

[1] Cointribune – The Altseason Is Finally Knocking At The Door: Sygnum Anticipates The Rotation Of Capital

https://www.cointribune.com/en/the-altseason-is-finally-knocking-at-the-door-sygnum-anticipates-the-rotation-of-capital/

[2] CoinGecko – BTC to EUR: Bitcoin Price in Euro

https://www.coingecko.com/en/coins/bitcoin/eur

[3] Binance – Populārākās kriptovalūtu ziņas šodien

https://www.binance.com/lv/square/news/all

Midl has successfully secured a $2.4 million seed investment led by Draper Associates and Draper Dragon, signaling a major step forward in the development of native decentralized applications (dApps) on the Bitcoin network [1]. The funding underscores the growing interest in Bitcoin-native decentralized finance (BTCFi) and highlights the institutional confidence in expanding the capabilities of the world’s largest cryptocurrency.

The platform is designed to introduce smart contract functionality directly on the Bitcoin blockchain without relying on sidechains, bridges, or Layer 2 solutions. Instead, Midl creates a native execution environment where developers can build and deploy full-scale dApps and financial services directly on the Bitcoin network [1]. This approach aims to leverage the $2 trillion in liquidity already present on Bitcoin, transforming it into a more programmable and application-friendly asset.

Iva Wisher, founder of Midl, emphasized that the platform enables Bitcoin to be used in ways previously unimagined, allowing for the development of real-world applications and economies on the network [1]. Currently in the testnet phase, Midl has already launched early DeFi protocols and has over 20 additional projects in development. The company is also working on initiatives to foster adoption and liquidity within the Bitcoin ecosystem from the outset.

Draper Associates and Draper Dragon, the lead and co-investors respectively, are well-known for backing disruptive tech and crypto projects. Their prior investments include companies like Coinbase, Robinhood, Ledger, Kelp DAO, and Ether.Fi [1]. This investment reinforces Midl’s potential to reshape Bitcoin’s role in the broader decentralized finance landscape.

The platform’s architecture allows for multiple Ethereum Virtual Machine (EVM)-like interactions within a single Bitcoin transaction, significantly improving scalability and user experience [1]. By enabling developers to build directly on Bitcoin, Midl aims to replicate functionalities previously limited to other blockchain networks, such as Ethereum. This could lead to a new wave of innovation in the space, driven by Bitcoin’s security and widespread adoption.

As Midl prepares for its imminent mainnet launch, the investment and underlying technology position the platform to play a pivotal role in Bitcoin’s next stage of evolution. The broader implications for BTCFi—native decentralized finance on Bitcoin—could become clearer as the ecosystem matures. With institutional backing and a strong technical foundation, Midl is well-positioned to drive the next wave of innovation in Bitcoin-based applications and services.

Source: [1] Midl Secures $2.4M Seed Investment from Draper Associates and Draper Dragon to Pioneer Native dApp Infrastructure on Bitcoin – Branded Spotlight Bitcoin News (https://www.dlnews.com/external/midl-secures-24m-seed-investment-from-draper-associates-and-draper-dragon-to-pioneer-native-dapp-infrastructure-on-bitcoin/)

Treehouse has officially launched its native token, TREE, following the successful Token Generation Event (TGE) code-named Gaia. The token is now available for trading on leading exchanges such as Binance, OKX, Coinbase, Bybit, Bitget, and others, marking a significant milestone in the development of Treehouse’s decentralized fixed income infrastructure [1].

The launch coincided with the activation of TREE’s first utility through Pre-Deposit Vaults—time-limited staking pools tied to the protocol’s Decentralized Offered Rates (DOR) consensus framework. These pools allow token holders to stake their TREE and earn up to 75% APR by supporting rate forecasting panelists [1]. The staking period is open for 30 days following the TGE, and users can access more information via Treehouse’s blog and documentation.

Treehouse is working to establish foundational infrastructure for fixed income in DeFi through DOR and tAssets. The DOR framework is designed to bring transparency and structure to on-chain yields, similar to traditional benchmarks like LIBOR and SOFR. The first published benchmark under this framework, the Treehouse Ethereum Staking Rate (TESR), reflects ETH staking yields through forecasts provided by industry experts such as Staking Rewards, RockX, and LinkPool [1].

Complementing DOR is Treehouse’s growing suite of tAssets, such as tETH, which allow users to generate yield while maintaining capital efficiency. These liquid staking primitives support staking and rate arbitrage strategies for over 52,000 users and are interoperable across the broader DeFi ecosystem [1].

The TREE token serves multiple functions within the Treehouse ecosystem, including staking for DOR panelist support, participating in governance, earning protocol rewards, and paying on-chain fees. A community distribution of 10% of TREE is being released through the GoNuts Season 1 rewards program, with eligible users able to claim their allocations via the Treehouse Airdrop Checker [1].

TREE is an ERC-20 token with a total supply of 1 billion tokens and an initial circulating supply of approximately 186 million tokens. The token’s contract address is 0x77146784315Ba81904d654466968e3a7c196d1f3 (ETH & BNB) [1].

Brandon Goh, co-founder and CEO of Treehouse Finance, emphasized that TREE represents more than just a token—it is a step toward enabling real capital markets to function on-chain. “Treehouse is delivering the foundational infrastructure for structured products, fixed-term lending, and risk-managed strategies historically limited to traditional finance,” he stated [1]. The company previously announced a $400 million valuation following a successful funding round, reflecting strong institutional interest in fixed income within the digital asset space.

Looking ahead, Treehouse plans to expand its tAssets to new base chains and layer-2 networks, while introducing derivative primitives such as Forward Rate Agreements (FRAs) to support both institutional and DeFi-native use cases [1].

Users interested in TREE, Pre-Deposit Vaults, or staking can visit Treehouse’s website, launch the dApp, or join the community on X and Discord [1].

Treehouse, a digital assets infrastructure firm and the decentralized arm of Treehouse Labs, is focused on revolutionizing the decentralized fixed income market. It has introduced innovative products such as tETH, a liquid staking token that allows users to engage in Ethereum interest rate activities while maintaining DeFi flexibility. The DOR mechanism is a key innovation enabling benchmark rate setting and the development of fixed income products within digital assets [1].

Treehouse Labs, the parent company of Treehouse, has been established since 2021 and operates across five global locations. It specializes in providing infrastructure, data, and standards to empower confident and informed investment in digital assets. By bridging traditional finance and digital assets through new benchmarks and robust tools, Treehouse Labs aims to create safer and more predictable return opportunities for both individual and institutional investors [1].

Source: [1] Treehouse Launches TREE Token Across Binance, OKX, Coinbase, and Top Exchanges Following Token Generation Event (https://coinmarketcap.com/community/articles/688a3cca7e632949c13db485/)

The cryptocurrency market is navigating a period of consolidation as Bitcoin and Ethereum trade within narrow ranges, with investors adopting a cautious stance ahead of key U.S. economic data and Federal Reserve decisions. Bitcoin remains between $116,000 and $120,000, while Ethereum struggles to maintain strength near $4,000, signaling a temporary plateau after recent price surges [1]. This stagnation reflects broader market fatigue and uncertainty, with analysts attributing the pause to anticipation of macroeconomic developments [2].

The lack of upward momentum underscores a shift in investor behavior, as buyers hesitate to commit capital amid macroeconomic volatility. Bitcoin’s stability in this range, though typically seen as a positive, highlights subdued demand for aggressive positions [1]. Ethereum’s slowdown near $4,000 is compounded by mixed sentiment around its upcoming upgrades and broader crypto market jitters [2]. Traders appear less enthusiastic, with Ethereum’s role in decentralized finance (DeFi) and non-fungible tokens (NFTs) failing to reignite bullish momentum [1].

Market dynamics are increasingly influenced by U.S. economic indicators, particularly inflation and employment data. The Federal Reserve’s potential response to these metrics remains a critical variable. Rising interest rates, often triggered by inflationary pressures, typically dampen risk-on sentiment, leading investors to avoid high-volatility assets like cryptocurrencies [1]. Conversely, a robust jobs market could encourage more aggressive risk-taking, potentially bolstering crypto demand. However, analysts note that delayed or divided Fed policy decisions could prolong uncertainty, complicating short-term price direction [2].

The upcoming U.S. inflation and employment reports are expected to shape near-term market psychology. If data signals a weaker labor market—such as a projected 4.2% unemployment rise—investors may anticipate slower rate cuts, easing pressure on interest-sensitive assets [2]. Conversely, stronger employment figures could accelerate policy normalization, introducing new risks for crypto markets. This dual scenario has led to a “wait-and-see” environment, with ETF inflows for Bitcoin softening and Ethereum facing downward pressure despite recent optimism [2][9].

Ethereum’s challenges extend beyond price action, as broader ecosystem trends reveal vulnerabilities. NFT-related projects on the network have seen a 35.7% drop in trading volume, highlighting reduced speculative activity [7]. Meanwhile, Bitcoin’s sideways movement contrasts with Tron (TRX)’s anomalous performance, which has defied the broader decline [8]. These divergences underscore the fragmented nature of current market sentiment.

Analysts emphasize the importance of focusing on projects with strong fundamentals amid macroeconomic uncertainty. Howard Wu advised prioritizing stability and privacy in long-term crypto assets, as speculative momentum wanes [10]. This aligns with a broader trend of risk-averse positioning, with investors avoiding aggressive bets until clarity emerges on the Fed’s policy path. The Federal Open Market Committee (FOMC) meeting in September remains a pivotal event, with internal divisions among policymakers extending the window for uncertainty [4].

Looking ahead, the third quarter will be critical for Bitcoin and Ethereum. A delayed rate cut could prolong consolidation, while unexpected policy shifts may reignite volatility. For now, the market is balancing the potential for policy-driven tailwinds with the risks of prolonged uncertainty [10]. Investors are urged to remain patient and informed, as external economic events will likely dictate the trajectory of major cryptocurrencies in the coming months [1].

Sources:

[1] title1………………………..(https://coinfomania.com/slug-bitcoin-ethereum-market-slowdown/)

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Standard Chartered has forecast a potential tenfold increase in corporate Ethereum holdings, projecting that institutional adoption could elevate the asset class from its current 1% of total supply to 10% over the coming years. This analysis underscores Ethereum’s growing appeal in institutional portfolios, driven by its staking yields and decentralized finance (DeFi) capabilities, which provide a competitive edge over Bitcoin [1]. The bank’s projection aligns with a surge in corporate treasury strategies incorporating ETH, as firms like BitMine Immersion Technologies and SharpLink Gaming integrate staking to generate passive income [2].

The shift is supported by macroeconomic and market dynamics. Ethereum’s staking rewards—currently around 3%—offer a yield-generation mechanism absent in Bitcoin, while its DeFi ecosystem diversifies treasury management options [3]. On-chain data further illustrates institutional momentum: the ETH/BTC ratio has risen sharply from 0.018 in April 2025 to 0.032 by July, reflecting a structural preference for Ethereum amid ETF inflows and corporate accumulation [4]. This trend is amplified by record open interest and network activity, though volatility persists due to selling pressure from large “whale” holders near $4,000 price levels [5].

Standard Chartered’s analysis highlights a broader reallocation of institutional capital into digital assets, particularly in jurisdictions where regulatory constraints limit direct crypto exposure. ETH’s compliance-friendly profile, combined with its utility as a yield-generating asset, positions it as a strategic alternative to traditional treasuries [6]. The bank maintains a year-end price target of $4,000, with ETH currently trading near $3,830, indicating confidence in sustained adoption [7].

However, the 10% threshold remains contingent on external factors. Analysts caution that while corporate demand has been robust, macroeconomic conditions and regulatory clarity in key markets could either accelerate or hinder this trajectory [8]. The current buying spree mirrors Bitcoin’s institutional adoption path, yet Ethereum’s market capitalization must continue to close the gap with Bitcoin for the forecast to materialize.

The projection also emphasizes Ethereum’s role in reshaping corporate treasury allocation. Institutions are increasingly viewing ETH not merely as a speculative asset but as a tool for diversification, leveraging its dual utility in staking and DeFi protocols. This shift is expected to intensify as more firms seek to balance risk and return in an evolving digital asset landscape [2].

Sources:

[1] Ethereum News Today: Standard Chartered: Corporate Ethereum Holdings Could Potentially Reach 10% Amid Rising Institutional Demand

https://www.ainvest.com/news/ethereum-news-today-standard-chartered-corporate-ethereum-holdings-surge-10x-10-staking-yields-defi-demand-2507/

[2] Firms Accelerate Ether Supply Accumulation in 2025

[3] Ethereum (ETH) Price: Smart Money Pulls Back as Network Activity Soars

[4] Corporate Buying Spree Pushes ETH Closer to $4000

https://tradersunion.com/news/cryptocurrency-news/show/404520-corporate-buying-spree-pushes-eth/

[5] Ether Treasury Companies to Eventually Own 10% of Supply: Standard Chartered

https://ca.finance.yahoo.com/quote/SWOL-USD/news/

[6] How Bitcoin Treasury Companies Are Beating…

https://www.aol.com/bitcoin-treasury-companies-beating-bitcoins-183045242.html

[7] Standard Chartered Projects Corporate Ethereum Holdings to Reach 10% of Supply

https://coinpedia.org/

[8] Crypto Charts 2 Minutes

https://finviz.com/crypto_charts.ashx?c=USD&p=i2&ty=c&v=1