Ethereum – A ‘record high’ in July, but how will the rest of 2025 look?

Key Takeaways

Company adoption of Ethereum hit file highs in July, with reserves surpassing 2.7 million ETH and ETF inflows driving its value above $4,300. This momentum pushed ETH’s market share to 11.8%, placing 97% of holders in revenue.

Ethereum [ETH] emerged as July’s standout performer in company crypto portfolios, with company-held balances hovering to an all-time month-to-month excessive.

In response to Binance Research, company ETH reserves jumped by practically 128% to surpass 2.7 million ETH, price about $11.6 billion, as 24 new corporations joined current holders.

What fueled the surge?

The surge, fueled by engaging staking yields, ETH’s deflationary tokenomics, and a shift in the direction of direct possession over ETF publicity, has introduced company holdings to just about half the scale of these held by Ethereum-focused ETFs.

Strategic reserves additionally now account for 7.98% of ETH’s complete provide, in accordance with data from Strategic ETH Reserve.xyz – A dramatic rise from simply 3% in early April. At the moment, no publicly-listed firm had Ethereum recorded as a reserve asset.

Since then, a number of firms has moved to incorporate ETH of their treasuries. This adoption development coincided with the altcoin’s hike from round $1,800 in April to over $4,300.

Rising company curiosity in Ethereum

Main the pack are,

• Bitmine Immersion Tech, holding 1.2 million ETH
• The Ether Machine, with 598,800 ETH
• SharpLink Gaming, holding 345,400 ETH.

The surge in company accumulation has additionally been strengthened by the explosive development of Ethereum exchange-traded funds (ETFs). Actually, U.S-listed Spot ETH ETFs recorded over $1 billion in internet inflows in a single day on 11 August. In response to Farside buyers, this was their largest day by day consumption since launch.

That’s not all although as Spot Ethereum ETFs logged an unmatched 19 consecutive days of internet inflows – An indication of sustained curiosity from institutional buyers.

What about Bitcoin?

Binance Analysis additionally reported a 13.3% hike in international cryptocurrency market capitalization in July 2025. This was powered by Bitcoin [BTC]’s repeated all-time highs, heightened institutional curiosity in Ethereum and main altcoins, file ranges of company treasury adoption, and enhancing regulatory readability worldwide.

Whereas Bitcoin retained its standing because the market’s heavyweight, July signaled a notable shift in the direction of altcoins, fronted by Ethereum. The community drew constant inflows from Spot ETFs and company treasuries in search of to faucet into staking yields, solidifying its place within the evolving digital asset panorama.

Ethereum’s market share rose to 11.8%, whereas Bitcoin’s dominance slipped to round 60%. Because it stands, company adoption of Ethereum is on the up, even supposing the market’s relative immaturity leaves room for volatility.

For now, nevertheless, ETH’s rise has been highly effective sufficient to place 97% of its holders in revenue, with on-chain information suggesting that investor enthusiasm is but to tip into overheated territory.