- Bitwise CIO Matt Hougan forecasts massive $10 billion inflows into Ethereum ETFs in H2 2025.
- Spot Ethereum ETFs have shown strong positive momentum, with over $1.16 billion in net inflows in June 2025.
- The growing “tokenization and stablecoin narrative” is a significant driver for ETH’s appeal to traditional investors.
- Public companies are increasingly adopting ETH treasury strategies, mirroring Michael Saylor’s Bitcoin playbook.
- ETH has broken out of a consolidation range, eyeing a symmetrical triangle breakout, suggesting further bullish price action.
Ethereum Ascendant Trajectory: ETF Inflows Fueling a $10 Billion Surge and Market Optimism
Ethereum (ETH) has captured the market’s attention, with its price jumping 8% recently, propelled by optimistic forecasts from key industry players. At the forefront of this bullish sentiment is Bitwise Chief Investment Officer Matt Hougan, who predicts a staggering $10 billion in inflows into Ethereum Exchange-Traded Funds (ETFs) during the second half of 2025. This significant projection underscores a growing confidence in Ethereum’s ecosystem and its increasing integration into traditional finance.
Also Read; Ethereum Sees $274M Inflows Amid Price Drop — Is a Monday Rally Brewing?
The $10 Billion ETF Tsunami and Shifting Narratives
Hougan’s bold prediction is rooted in the evolving narrative surrounding Ethereum, particularly the burgeoning interest in tokenization and the expanding use of stablecoins. In an X post, he highlighted, “Flows into Ethereum ETFs are going to accelerate significantly in H2. The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for traditional investors.”
This sentiment is supported by tangible developments. Robinhood’s recent launch of tokenized stocks on the Ethereum Layer 2 (L2) Arbitrum, coupled with increased regulatory clarity around stablecoins following the Senate’s passage of the GENIUS bill in June, has significantly boosted investor confidence in the leading altcoin.
The impact is already evident in the performance of US spot Ethereum ETFs. After their debut in July 2024, June 2025 saw net inflows of an impressive $1.16 billion, marking their second-best monthly performance. If this positive momentum persists, these products are on track to surpass the $5 billion cumulative net inflow threshold before their first anniversary on July 23rd. The consistent inflows, totaling approximately $150 million over three consecutive days, signal that traditional investors maintain a bullish outlook on ETH, even amidst periods of range-bound price action. This contrasts sharply with US spot Bitcoin ETFs, which recently experienced outflows after a 15-day streak of inflows.
Corporate Giants Eyeing Ethereum Treasury Strategies
Beyond ETF inflows, a notable trend emerging is the increasing number of public companies expanding their ETH allocation, seemingly aiming to replicate Michael Saylor’s highly successful Bitcoin treasury strategy. This strategic pivot by traditional companies further validates Ethereum as a legitimate and valuable digital asset.
NASDAQ-listed Bit Digital (BTBT) recently secured an additional $21.4 million to bolster its Ethereum treasury strategy. This move came after underwriters activated an option to buy an extra 11.25 million shares following its public offering. Similarly, SharpLink Gaming (SBET) revealed its purchase of 9,468 ETH last week, having raised an additional $24.4 million by selling 2.5 million shares. Since announcing its ETH treasury plans in May, SharpLink has amassed a substantial 198,167 ETH. Even former Bitcoin miner BitMine Immersion Technologies (BMNR) is exploring an ETH treasury strategy, with plans to raise $250 million in a private placement.
While this corporate adoption signals strong confidence, analysts from Coinbase have issued a cautionary note, suggesting that widespread copying of such strategies could potentially trigger systemic risk in the broader crypto market.
Ethereum Price Forecast: Eyeing a Symmetrical Triangle Breakout
From a technical perspective, Ethereum’s price action is signaling a potential bullish continuation. Recent data from Coinglass shows $103.53 million in futures liquidations, with short liquidations significantly outweighing long liquidations, suggesting a squeeze on bearish positions.
After finding strong support near $2,350, ETH surged, moving above the convergence of the 50-day and 100-day Simple Moving Averages (SMAs). This marks a clear breakout from a weeks-long consolidation in the tight $2,300-$2,500 range.
To confirm this breakout, ETH needs to sustain a firm move above the upper boundary of a key symmetrical triangle pattern, while simultaneously holding the SMAs’ convergence as strong support. A failure to do so, leading to a rejection at the triangle’s resistance and a re-entry into the $2,300-$2,500 range, could invalidate the breakout scenario.
Current indicators show the Relative Strength Index (RSI) is above its neutral level, indicating growing momentum, while the Stochastic Oscillator (Stoch) is in the overbought region, suggesting strong buying pressure. The Moving Average Convergence Divergence (MACD) is also testing its moving average line, with a decisive crossover above expected to accelerate the bullish momentum. All signs point towards Ethereum potentially testing new highs as the market eagerly anticipates the projected influx of capital from ETFs and continued corporate adoption.
