🔥 Inflection Point: #ETH enters the core allocation vision of institutions

Since the SEC approved the ETH spot ETF in 2024, ETH has gradually become a standard configuration in mainstream asset pools. Starting from July 2025, the inflow of ETF funds is expected to accelerate significantly.

📊 Core Data:
Net inflow in July: has exceeded $2.27 billion
July 15th single day: Net inflow of 192 million USD
Sustainability: Continuous inflow for 8 days, setting the longest record since its launch.
Major Moves: BlackRock (ETHA) saw a single-day inflow of $499 million, with Fidelity (FETH) and other ETFs experiencing simultaneous growth.

🛠 What is the underlying logic of ETF capital inflows?
Represents "institutional buying under the compliance channel" accelerating entry.
ETF inflow = passive building + active increase, with strong sustainability
Avoided the complex risks of institutional self-holding of crypto assets such as auditing, compliance, and custody.
In other words, the ETH ETF allows Wall Street to "hold coins with peace of mind":

No need to manage private keys, no need to touch the wallet, yet still enjoy the rise in coin prices.
The recent rise of ETH is a reflection of institutions steadily accumulating through ETFs.

🔑 More supporting factors: Supply and demand structure drives a long-term bull market.
The increase in ETH prices is not only due to new funds being passively pushed up, but also reflects the acceleration of the imbalance between supply and demand on the chain:
1️⃣ Supply side continues to tighten:
The ETH spot ETF holdings have surpassed 5 million coins, accounting for about 4.2% of the circulating supply.
The ETF holdings continue to increase, while the circulating supply is gradually decreasing.

2️⃣ Staking ratio increases:
After the upgrade in Shanghai, the ETH staking ecosystem is steadily growing.
More than 28% of ETH is staked, further reducing liquidity pressure in the secondary market.

3️⃣ Burn Mechanism (EIP-1559):
Under the long-term effects of the transaction fee destruction mechanism, the supply of ETH is shifting towards deflation.

📣 Investor sentiment is changing: emotional "leap"
ETH has transformed from a past "application chain" into a market consensus of "sovereign recognized asset."

Past: The value of ETH depends on the application ecosystem and on-chain activity.
Now: ETH is also an "institutional compliant allocation asset," meaning it is a secure, mainstream, and compliant investment target.
#BTC's market has reached a temporary exhaustion stage, and ETH takes the baton as the focus,迎接 multiple boosts from mainstream capital and favorable policies.