Key Insights:
- Ethereum net capital inflows surpass Bitcoin, signaling possible altseason.
- Institutional accumulation reaches record levels, led by BlackRock.
- Analysts divided on whether ETH will peak soon or continue rallying.
Ethereum price has climbed above $4,214, surpassing Bitcoin in net capital inflows. Capital change data shows ETH at $0.0661 billion compared to BTC at $0.0478 billion.
Analysts view this as the strongest signal yet of an approaching altcoin season.
BTC remains near $119k, but ETH is now outperforming in momentum and percentage gains.
Chart analysis from TedPillows indicates Ethereum price has reclaimed the $4,000 level with minimal resistance to new highs. He forecasts a potential all-time high next week if Bitcoin maintains stability.
Moreover, market phase analysis from Crypto Rover indicates that Ethereum is entering a performance phase, historically followed by large-cap rallies and broader altcoin surges.
The current oscillator readings also support a positive shift toward alternative cryptocurrencies.
Institutions Accelerate Ethereum Purchases
Institutional demand for Ethereum is hitting unprecedented levels. Dune Analytics data reveals BlackRock increasing on-chain ETH holdings sharply in July 2025.
Holdings have exceeded $5 billion, marking a steep rise in accumulation.
On-chain trackers show Galaxy Digital executing multiple large ETH purchases within minutes. Transactions from Coinbase and Bitstamp to Galaxy Digital totaled over $120 million in recent activity.
The rise in institutional exposure follows Ethereum ETF launches earlier this year. These vehicles have funneled billions into the asset, further supporting market liquidity and price stability during high inflow periods.
Diverging Analyst Outlooks on Ethereum’s Path
While bullish sentiment dominates, some analysts remain cautious. CryptoOrbion reported selling a third of his ETH holdings this week, citing similarities to previous market tops. He plans to exit fully by the end of October.
His stance contrasts with traders expecting sustained gains into Q4 2025. Bullish projections highlight the lack of overhead resistance and the accelerating pace of institutional inflows.
Market cycle charts place Ethereum price in the optimism-to-belief stage, suggesting potential for further upside before the euphoria peak.
However, past cycles show sharp reversals often follow rapid climbs, keeping risk levels elevated.
| DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing. |
Source: https://coincu.com/analysis/ethereum-price-tops-4200-passes/