- Bitwise CIO forecasts $10B inflows into Ethereum ETFs by late 2025, following $1.17B June inflows showing strong early demand.
- PayPal, Robinhood, and Fidelity tokenize stocks on Ethereum, establishing its role for real-world asset infrastructure adoption.
Bitwise Chief Investment Officer Matt Hougan forecasts substantial capital entering Ethereum exchange-traded funds. Hougan projects up to $10 billion may flow into these ETFs during the second half of 2025. This estimate follows measurable June activity where Ethereum ETFs gathered $1.17 billion.
Flows into Ethereum ETFs are going to accelerate significantly in H2. The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for traditional investors.
ETH ETFs did $1.17. billion in flows in June. They could do $10b in H2. https://t.co/PUwFK8qKcV
— Matt Hougan (@Matt_Hougan) July 2, 2025
Several factors drive this institutional interest. Ethereum increasingly supports tokenized traditional assets. Major corporations now use its blockchain for stock tokenization initiatives. PayPal, Visa, Fidelity, JPMorgan, and Nike either build on Ethereum or integrate with its technology.
Add Robinhood to the list of companies building on Ethereum:
PayPal
Visa
Stripe
Sony
Fidelity
JP Morgan
Starbucks
Nike
Adidas
Mastercard
Ernst and Young
Shopify
and more..Ethereum is quietly becoming the foundational layer of the modern world.
— Mike (@yekiM_o) June 30, 2025
Robinhood recently announced plans to issue up to 200 tokenized U.S. stocks and ETFs on Ethereum’s Arbitrum layer-2 network. These developments position Ethereum as infrastructure for real-world financial assets.
Network improvements also contribute to confidence
The Pectra upgrade implemented on May 7 enhanced validator operations and user functionality. This technical progress coincides with accelerating ETF inflows. BlackRock’s iShares Ethereum Trust (ETHA) illustrates this trend, attracting $54.8 million on July 1 alone. ETHA maintains inflows nearly daily since launch, totaling $5.5 billion to date.
Ethereum is for tokenized stocks. https://t.co/SFK1K1DdqI
— Ethereum (@ethereum) June 30, 2025
Publicly traded firms are adjusting strategies accordingly. Bit Digital announced a $162.9 million share issuance specifically to acquire Ethereum for its treasury. The company will shift focus from Bitcoin mining toward Ethereum-centered operations.
Hougan’s outlook suggests Ethereum may narrow Bitcoin’s lead in institutional portfolios. Current momentum indicates traditional finance recognizes Ethereum’s capacity to digitize conventional markets. This practical utility—not merely speculative demand—forms the core institutional case as ETF volumes expand.
Ethereum (ETH) is trading at $2,575.38 USDT, registering a significant +7.08% daily gain, making it one of the top-performing large-cap assets today. The weekly performance stands at +5.17%, while the monthly gain is a modest +1.41%.
However, Ethereum remains down −22.85% year-to-date, and −25.19% over the past 12 months, reflecting the broader mid-cycle correction in Layer 1s before the current rally.
Technically, ETH has broken through the critical resistance zone around $2,500, triggering a short squeeze and validating the reversal from its local bottom near $2,100. Current structure shows ETH is trading within a rising wedge, supported by volume expansion and favorable RSI divergence.
If momentum sustains, the next target is $2,700–$2,800, with major resistance near $2,950–$3,000. Key support now sits at $2,440, and failure to hold would risk a retest of $2,300.
Fundamental catalysts behind Ethereum’s strong price move include:
- Bit Digital has exited Bitcoin mining to focus entirely on Ethereum staking, raising $163 million for validator infrastructure. This signals strong institutional conviction in ETH’s yield-based model.
- Tom Lee and Joe Lubin are leading a $675 million fund to accumulate ETH, labeling the initiative the “MicroStrategy of Ethereum.” This narrative has injected confidence into the long-term ETH holding thesis.
- Speculation around imminent Ethereum ETF approval is resurfacing, following ETH’s inclusion in Grayscale’s multi-asset ETF and increasing hints from SEC insiders about expanding spot ETF frameworks to include ETH and SOL.
- On-chain activity shows increasing ETH deposits into Lido and EigenLayer, signaling rising staking interest as yield-based DeFi protocols become attractive again.
- Robinhood’s deployment of tokenized stocks on Arbitrum, an Ethereum L2, reinforces Ethereum’s infrastructure dominance despite rising competition from Solana and Sui.
Ethereum is now at a technical and psychological inflection point, with bulls needing to sustain above $2,570 to prevent another exhaustion leg. Momentum is favorable, but macro Bitcoin volatility and ETF flow data remain key variables in the short-term outlook.
