đ Ethereum Demand Explodes: Treasury Wave & ETF Inflows Fuel Buying Frenzy
Ethereum's price action just got a double-barreled boostâand traders are scrambling to front-run the momentum.
The institutional floodgates open wider
Fresh capital from treasury diversification strategies is crashing into ETH markets, while spot ETF approvals finally translate into real inflows. The result? A textbook supply squeeze forming on-chain.
Liquidity crunch incoming?
With staking yields still attractive and L2 activity hitting new highs, available ETH liquidity keeps getting thinner. Market makers are reportedly struggling to keep spreads tightâclassic symptoms of a market about to move violently.
Wall Street's latest 'discovery' of crypto (only five years late) might actually work this timeâassuming they don't paperhand at the first 10% correction.
Ethereum ETFs, Treasurys Surging
Spot Ethereum ETFs in the United States have seen a 12-day inflow streak with more than $2.2 billion entering the products over the past five trading days.
Almost $300 million in inflows was recorded on Monday with Fidelityâs FETH fund leading the pack with a $127 million inflow.
Over $3.5 billion in new capital has entered the products, and five of the top ten inflows since inception have come in past two weeks, observed NovaDius Wealth Management President Nate Geraci.
The total inflow for Ether ETFs is now $7.7 billion with BlackRockâs inflow topping $8 billion. The total aggregate figure is lower due to the continued outflow from the higher-priced Grayscale ETHE fund.
In addition to the surge in ETF inflows is a new wave of Ethereum treasury companies which are emerging almost on a daily basis.
On Monday, a new investment firm focused on Ethereum announced plans to go public on the Nasdaq with over $1.6 billion in backing. The Ether Reserve will launch through a SPAC merger with a combined entity called âThe Ether Machine,â reported Reuters.
The company will acquire around 400,000 ETH, currently worth around $1.5 billion, making it the largest public Ethereum treasury company.
Also on Monday, DeFi platform ETH Strategy announced a public sale of Ether-backed STRAT tokens. âETH Strategy first needs deep onchain liquidity to kickstart our ETH-compounding flywheel, a foundation secured by the private presale,â the firm stated. The MOVE follows its acquisition of 6,900 ETH on July 11.
Meanwhile, Bitmine Immersion Tech and SharpLink Gaming have continued to increase their holdings.
ETH Price Hits 7-Month High
Ether prices tapped a seven-month high of $3,850 on Monday, building on a 25% gain over the past week.
The asset has cooled slightly at the time of writing on Tuesday morning when it was trading at $3,730.
ETH is âreplaying its 2020 script,â with a descending breakout, final bear trap, and âexplosion loading,â commented analyst âMerlijn The Traderâ who added that the last time it did this led to a 1,800% rally.
A similar rally from current levels could propel ETH prices into the stratosphere.
$ETH is replaying its 2020 script.
â Descending breakout
â Final bear trap
â Explosion loadingâŚ
Last time: +1800% rally.
This time?
BlackRock is buying like mad.
And the Ethereum staking ETF is coming.
This isnât the moment to be bearish.
Itâs the moment to position up. pic.twitter.com/SOAardnnic
â Merlijn The Trader (@MerlijnTrader) July 21, 2025