Since the beginning of July, Ethereum (ETH) spot ETFs have seen a sustained period of positive net flows, indicating growing institutional demand. The article notes that there have been only three days of negative net flows in this period, with two of those days occurring in August and totaling $617.4 million in sales.
This consistent demand is being driven by both ETFs and corporate treasuries. Firms like SharpLink are actively adding ETH to their holdings. A Standard Chartered analyst suggested that investing in the stocks of these treasury firms might be a better option than buying ETH ETFs, as the firms can generate staking yield while ETFs remain passive holders. Standard Chartered maintains a price target of $4,000 for Ethereum by the end of the year, while Tom Lee, chairman of the world’s largest ETH treasury company, BitMine, has a more ambitious prediction of $16,000.
Ethereum's price has performed strongly, rallying 15% since August 3rd and recovering from a recent pullback. Analysts are now optimistic that this positive momentum for Ethereum will have a "tide that lifts all boats" effect, leading to a rally in the broader altcoin market in the coming months.
According to the Net Unrealized Profit/Loss (NUPL) metric, the Ethereum market is not yet overextended, suggesting there may be more room for growth in the current cycle. The altcoin market as a whole also looks bullish on a weekly chart, having broken past the $1.2 trillion resistance level that held from February to June. This shift in market sentiment could justify investor bets on currently undervalued altcoins.
August 2025, Cryptoniteuae