Ethereum is riding a powerful wave this week, fueled by both legislative clarity and growing institutional momentum. According to Bernstein analysts, the stablecoin-focused GENIUS Act has given Ethereum its long-awaited “moment,” as investors rush to capitalize on a more transparent, mainstream-ready crypto environment.
Record capital is pouring into Ethereum’s ecosystem. U.S. spot ETH ETFs have seen unprecedented inflows, topping $2.18 billion last week, with a standout daily high of $602 million. This surge places ETH ETF interest ahead of Bitcoin for the first time, highlighting a fresh pivot by asset managers and a rising confidence in Ethereum’s broader utility.
Signed into law by President Trump, the GENIUS Act formally recognizes stablecoins as legal digital cash and mandates a federal framework for their issuance.
Bernstein notes that since stablecoins operate atop Ethereum, this regulatory shift directly boosts ETH demand, as banks, fintechs, and tokenization ventures increase transactional activity.
Analysts describe this not as another speculative cycle, but the launchpad for a “blockchain financial services cycle”, with ETH poised to anchor it.
Bullish Market Signals in Price and Network Activity
Ethereum’s price has surged roughly 25–45% over the past two weeks, reaching highs of $3,790 recently. This rally reflects both technical breakouts, surpassing six-month resistance levels, and fundamental momentum from institutional interest.
Data confirms ETH now ranks among the top 30 global assets with a market cap near $416 billion, supported by soaring on-chain activity and whale buying.
According to fresh on-chain data from Lookonchain, Ethereum is seeing massive accumulation from whales and institutions. Since July 1, around 23 large players have collectively acquired 681,103 ETH, valued at approximately $2.57 billion.
With regulatory clarity, ETF inflows, and expanding real-world use cases for stablecoins and tokenized assets, Ethereum stands at the forefront of a financial transformation. Bernstein forecasts that continued institutional allocation and transactional demand will reinforce ETH’s bullish trajectory.
As the blockchain steadily integrates into traditional finance, Ethereum appears ready not just to reclaim former highs, but to redefine its role in a new era of digital asset adoption.
Ethereum’s rally is driven by the GENIUS Act providing regulatory clarity for stablecoins, record institutional inflows into spot ETH ETFs, and growing whale accumulation.
The GENIUS Act, recognizing stablecoins as legal digital cash, directly boosts ETH demand since stablecoins primarily operate on Ethereum, fostering a “blockchain financial services cycle.”
As the altcoin season begins, the short-term gains make Ethereum a lucrative buying option. However, the long-term promises of this programmable blockchain make it a viable long-term crypto investment.
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