The GENIUS Act could be Ethereum’s next catalyst – Here’s how
Key Takeaways
Ethereum’s post-breakout accumulation normally alerts extra than simply technicals at play. One doable driver? The GENIUS Act.
Ethereum’s [ETH] actual inflection level this cycle landed on the twelfth of July.
Its value tapped right into a key provide zone just under $3k, and noticed a fast 0.49% pullback on the every day. Appeared like a traditional stop-hunt conduct, with bears attempting to fade the breakout, however demand held agency.
Then got here the affirmation. Over $1 billion in inflows hit spot ETFs, Sharplink Gaming [NASDAQ: SBET] alone added over 74k. Bid-side strain clearly outweighed promote curiosity, and the breakout caught.
Supply: TradingView (ETH/USDT)
What stands out right here is the divergence. The 20% rally that adopted wasn’t simply one other rotation into altcoins. As a substitute, it’s been spot-led, with actual institutional flows compressing Ethereum’s provide on-chain.
In keeping with AMBCrypto, that type of accumulation isn’t random. It’s strategic, possible pushed by long-term positioning.
Sharplink [SBET] is a strong living proof. Its inventory has surged 270% in beneath ten days, nearing $40, proper because it scaled into ETH. However is that this actually only a treasury allocation, or a directional guess on Ethereum’s long-term worth?
Ethereum yield: The brand new alpha?
Ethereum nonetheless owns the DeFi landscape. With $76 billion in TVL (Complete Worth Locked) and $128 billion in stablecoin provide, it stays the dominant settlement layer throughout all L1s.
The approaching GENIUS Act might speed up this. By tightening rules round stablecoins, it boosts institutional belief.
And Ethereum’s already capitalizing — $17 billion in new stablecoin inflows have hit the community in 2025 alone, pushing stablecoin market cap to new all-time highs.
Supply: Token Terminal
As exercise scales and demand for blockspace rises, native ETH demand strikes in lockstep. ETH’s value is beginning to value that in, however analysts say it’s only the start.
With Ethereum sitting on the heart of the GENIUS Act tailwind, stablecoin dominance, and rising institutional allocations, a push to $4k earlier than Q3 shut is more and more trying like a base case.
