July has been nothing short of explosive for Ethereum.
In just a few weeks, $ETH has surged from $2,486 on June 30th to over $3,800, marking a +50% gain — one of the strongest monthly $ETH performances in recent memory.
But price alone doesn’t tell the full story.
ETH Spot ETFs have posted net inflows every single day since launch
Not a single day of red. That’s not just bullish — that’s conviction.
Some key takeaways:
• $ETH is outpacing BTC in July • Retail and institutional momentum are aligned
• On-chain metrics like staking, L2 activity, and gas usage are also trending upward
• Institutional appetite is rising fast.
If this pace keeps up, July 2025 may go down as the month Ethereum flipped the narrative.
Crypto Roundup: Week #30 (July 21 - July 26, 2025)
Ethereum flipped the script.
Bitcoin held the line near ATHs.
But the Ethereum breakout was the story.
The inflows told the truth.
This wasn’t retail.
It was ETF driven, institution backed, and rotation confirming.
And now, it’s undeniable:
Ethereum has become the crypto native reserve asset.
● Institutional Shift in Motion
-> $ETH ETFs pulled $1.85B in just five days 25× more than BTC ETFs
-> Ethereum price surged 26%+, breaking through $3,800
-> Ethereum ETF AUM crossed $20.6B, now compounding daily
-> BlackRock’s ETHA fund led with $440M in a single day
● Market Stats
$BTC
- $118,473
- $2.35T market cap
- $72.3M ETF inflow (7D)
- ETF AUM: $158B
$ETH
- $3,809
- $459.9B market cap
- $1.85B ETF inflow (7D)
- 20.6B+ in ETH ETF AUM
● Top Movers (>$200M MC)
1. $PENGU: +39.16%
2. $ENA: +24.6%
3. $FLR: +19.20%
4. $SKY: +14.72%
5. $CRO: +14.52%
● Fundraising Flows
Liquidity rotated back to early-stage bets, but this time around, AI infra, tokenization, and agent orchestration split the pot.
-> Courtyard raised $30M (tokenized physical collectibles infra)
-> Gaia pulled $20M for decentralized AI infra (Mirana, SIG, Mantle)
-> Poseidon closed $15M seed led by a16z (IP-cleared AI training data)
-> Questflow raised $6.5M for AI agent orchestration (Animoca, Tezos)
-> Delabs Games pulled $5.2M for AI x Web3 gaming
-> Omo raised $1.1M pre-seed to build multi-agent orchestration
Treasury activity also ticked up with multiple structured entities buying spot $BTC and $ETH directly instead of raising rounds.
● Major Headline Stack
- Ethereum ETF inflows: $1.85B in 5D
- Bitcoin ETF inflows: $72.3M in 5D
- GENIUS Act passed: Stablecoin legal framework now live
- BlackRock ETHA daily inflow: $440M (record)
- Kraken expands tokenized asset suite, adds ETFs and FX synthetics
- Solana sees inflows return on $DOGE correlation spike
- 98 corporates raised $43B+ YTD to add BTC/ETH to treasuries
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