Beyond the $10B Mark: Ethereum's Price Path to New Heights

With over $10 billion, the Strategic Ethereum Reserve denotes significant institutional trust and ongoing investment in Ethereum. Strategic and institutional institutions collectively own about 2.73 million ETH as of July 31, 2025, worth between $10. 53 and $10. 58 billion, or roughly 2. 26% of the whole ETH supply. Driven by rising institutional demand and a drive for portfolio diversification beyond Bitcoin, this amounts to a notable rise of more than $7 5 billion in only the last month. BlackRock's iShares Ethereum Trust ETF (ETHA), which quickly exceeded $10 billion in assets under management (AUM), drew significant popular investment and so fueling this growth. This institutional embrace, together with Ethereum's strong ecosystem, successful technical improvements, and staking possibilities, reflects a bullish attitude that improves market stability and liquidity, thus further maturing Ethereum as a digital asset.

With around $5. 41 billion in net inflows, July 2025 saw a record spike in Ethereum ETF inflows, making it the single largest month for ETH ETF capital entries. Often exceeding those of Bitcoin ETFs, these monies saw a 19-day run of straight net inflows. Handling over $11. 1 billion in AUM and adding nearly 91% of the total ETH ETF inflows for July, BlackRock's ETHA became the market leader. Combining, U. S. Ethereum ETFs own over $21. 61 billion in AUM, or almost 5% of Ethereum's market capitalization. Ethereum's tenth anniversary and this capital influx coincided with a 53% price increase for ETH, from about $2,470 to $3,900. The rise is ascribed to positive legislative changes, growing trust in Ethereum's DeFi ecosystem, and the possibility of ETF staking, all of which point to a major change in crypto asset allocation inside conventional finance. Strategic and institutional organizations together hold approximately 2. 73 million ETH worth between $10. 53 and $10. 58 billion as of July 31, 2025—about 2. 26% of the whole ETH supply. Driven by rising institutional demand and a drive for portfolio diversification beyond Bitcoin, this reflects a substantial increase of more than $7. 5 billion in just the last month. BlackRock's iShares Ethereum Trust ETF (ETHA), which quickly surpassed $10 billion in assets under management (AUM) and drew significant mainstream capital, is a major driver of this expansion.

ETHUSD has been consolidating in a narrow range between $3941.86 and $3676 for the past three days. It hits an intraday high $3878 and is currently trading around $3862. Overall trend remains bullish as long as support $2000 remains intact. Watch out for $4000, any break above targets $5000. A robust bullish trend will only materialize above $5000.

Immediate support is around $3698. Any violation below will drag the price down to $3675/$3600/$3500/$3200/$3000. A breach below $3000 could see Ethereum plummet to $2770/$2500.

It is good to buy on dips around $3700 with SL around $3500 for a TP of $4100/$5000.