Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.
Grab a coffee to read how Ethereum (ETH) may enter a new phase. While attention has often shifted elsewhere, a surge in capital, institutional adoption, and bullish narratives suggests something deeper is unfolding.
Crypto News of the Day: Ethereum ETFs Drive Demand Amid Surging On-Chain Momentum
Ethereum is poised for a massive influx of institutional capital, according to Bitwise Chief Investment Officer Matt Hougan. Hougan projected up to $10 billion in inflows into Ethereum ETFs (exchange-traded funds) in H2 2025.
This bullish estimate builds on growing momentum seen in June, where Ethereum ETFs recorded $1.17 billion in inflows.
The Bitwise executive cites a combination of stablecoins and stocks moving over Ethereum, bolstering the narrative for traditional investors.
This aligns with Ethereum’s growing pivot toward tokenized stocks, which could lure traditional finance (TradFi) or institutional capital.
“Ethereum is for tokenized stocks,” the network stated.
Indeed, this statement presents as more than just a slogan, with Ethereum witnessing a surge in institutional plays. Beyond the infrastructure for decentralized finance (DeFi), the Ethereum network is now the foundational layer for real-world assets (RWAs), including equities and payment systems.
From PayPal, Visa, Stripe, and Mastercard, to Sony, Nike, Starbucks, Reddit, Fidelity, JP Morgan, and even Ernst & Young, major institutions are either building on Ethereum or integrating with its architecture.
“Ethereum is quietly becoming the foundational layer of the modern world,” one user quipped.
The latest entrant is Robinhood, which revealed plans to issue up to 200 US stocks and ETF tokens on the Ethereum-based Layer-2 (L2) network, Arbitrum (ARB).
Meanwhile, Ethereum’s on-chain fundamentals and market sentiment have strengthened with this institutional momentum. BeInCrypto reported Ethereum recording $429 million in inflows last week, on top of $124 million the week before.
The Pectra upgrade, a significant network enhancement on May 7, significantly renewed investor interest. Designed to improve validator operations and user functionality, Pectra represents a bullish fundamental that has sparked optimism about Ethereum’s long-term scalability and competitiveness.
Ethereum’s Real-World Utility Is Becoming Its Strongest Institutional Pitch
While Bitcoin has dominated headlines in recent months, largely due to BTC ETF success and macro appeal, Ethereum’s narrative is catching up.
In Hougan’s view, it may soon become the more compelling story for traditional investors, much like Bitcoin, as reported in a recent US Crypto News publication.
If the forecast holds, $10 billion in inflows would mark a watershed moment for Ethereum, further closing the gap with Bitcoin in institutional portfolios.
Data shows growing institutional interest, with increasing institutional inflows into EthDataven in the face of market volatility, spot Ethereum ETFs continue to attract capital, with BlackRock’s iShares Ethereum Trust (ETHA) leading the charge.
On July 1, ETHA recorded $54.8 million in inflows, effectively contributing to $5.5 billion since inception. It also maintained inflows for 29 of the last 30 days, effectively passing as the best-performing Ethereum funds currently in the market.
Beyond ETF issuers, Nasdaq-listed Bit Digital announced plans for an Ethereum treasury strategy. It will raise $162.9 million by issuing 86.25 million shares and using the proceeds to buy more Ethereum. The firm also announced a transition from Bitcoin mining to an Ethereum-focused strategy.
Elsewhere, analysts continue to hold out hope that continued strong inflows into spot Ethereum ETFs could pave the way for staking features for the existing Ethereum ETFs in the market.
Chart of the Day
Byte-Sized Alpha
Here’s a summary of more US crypto news to follow today:
Crypto Equities Pre-Market Overview
| Company | At the Close of July 1 | Pre-Market Overview |
| Strategy (MSTR) | $373.30 | $381.50 (+2.20%) |
| Coinbase Global (COIN) | $335.33 | $340.68 (+1.60%) |
| Galaxy Digital Holdings (GLXY) | $21.31 | $21.79 (+2.25%) |
| MARA Holdings (MARA) | $15.70 | $16.02 (+2.04%) |
| Riot Platforms (RIOT) | $11.27 | $11.53 (+2.31%) |
| Core Scientific (CORZ) | $17.25 | $17.22 (-0.17%) |
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Source: https://beincrypto.com/bitwise-ethereum-etf-prediction-h2-us-crypto-news/