Ethereum’s Bullish Surge: Arthur Hayes and Institutional Whales Signal Strong Confidence

In a notable shift, BitMEX co-founder Arthur Hayes has reaffirmed his long-term commitment to Ethereum, repurchasing $10.5 million worth of ETH at prices above $4,150. This move comes just a week after he liquidated 2,373 ETH near $3,507, signaling a bullish reversal in his stance. Hayes' public declaration to hold ethereum indefinitely aligns with significant institutional accumulation, as whales have acquired over 1.035 million ETH—a staggering $4.17 billion inflow since July 10, 2025. The market interprets these developments as a strong vote of confidence in Ethereum's future, suggesting potential upward momentum. This article delves into the implications of Hayes' about-face and the broader institutional interest driving Ethereum's resurgence.

Arthur Hayes Reaffirms Long-Term Ethereum Commitment Amid Whale Accumulation

BitMEX co-founder Arthur Hayes has executed a striking reversal on Ethereum, repurchasing $10.5 million worth of ETH at prices above $4,150 just one week after liquidating 2,373 ETH NEAR $3,507. His public declaration to hold indefinitely coincides with institutional whales accumulating over 1.035 million ETH—a $4.17 billion inflow since July 10.

The market interprets Hayes' about-face as a bullish signal, particularly given his earlier warnings about macroeconomic risks pushing Ether toward $3,000. Ethereum's resilience during recent volatility appears validated by this institutional vote of confidence, with presale projects like Mutuum Finance (MUTM) riding the renewed investor interest.

Coinbase Poised to Gain Most From Ethereum Bull Run: Bernstein

Coinbase emerges as the primary beneficiary of Ethereum's resurgence, according to Bernstein analysts. The crypto exchange's strategic alignment with Ethereum's expanding ecosystem positions it to capitalize on the altcoin rally. Ether's 80% surge since June 5 reflects renewed institutional interest, particularly following Circle's IPO highlighting Ethereum's dominance in stablecoin issuance.

The ETH rally saw the token breach $4,000 last week, though it remains 14% below its 2021 peak. "This alt rally signals a market shift where non-Bitcoin assets outperform," noted Bernstein's Gautam Chhugani. Coinbase's 250+ token listings and integration with its Base LAYER 2 network—processing nine million daily transactions—create a formidable advantage in capturing this momentum.

ChatGPT-5 Predicts Ethereum to Reach $5,400 by September Amid Institutional Demand

Ethereum surged to $4,300 over the weekend, riding the wave of bullish momentum as Bitcoin nears its all-time high. Institutional adoption, ETF speculation, and regulatory clarity are fueling Optimism for further gains.

ChatGPT-5 projects a base case of $5,400 for ETH by September, noting potential asymmetrical returns for ERC-20 tokens like TOKEN6900. Corporate treasury buys have grown exponentially, with Fundamental Global raising $5 billion to acquire 10% of Ethereum's circulating supply.

Four key drivers are shaping ETH's trajectory: institutional accumulation, ETF developments, technical strength, and macroeconomic conditions. Public companies now hold 966K ETH - an 8-fold increase from 116K a year ago.

Ethereum ETFs Surpass $1B in Daily Net Inflows for the First Time

Spot Ethereum ETFs shattered records with $1.02 billion in net inflows on August 11, 2025, marking a watershed moment for institutional crypto adoption. BlackRock's ETHA dominated with $639.8 million, while Fidelity's FETH posted its strongest daily performance at $277 million.

The milestone caps an $8 billion accumulation since May, reflecting growing conviction in Ethereum's role as DeFi's backbone. Ether's 45% monthly price surge mirrors this institutional endorsement, with treasury allocations reaching unprecedented levels.

Grayscale's Mini Ether Trust and VanEck products contributed to the historic inflow, signaling broad-based demand rather than isolated fund performance. The figures suggest Ethereum is closing the institutional adoption gap with Bitcoin, particularly in Web3 infrastructure plays.