The “Ethereum Moment” Is Coming — GENIUS Act Sparks Record ETH ETP Inflows and Corporate ETH Accumulation

TradingKey - With the successful passage of Trump’s three landmark crypto bills — the GENIUS Act, CLARITY Act, and Anti-CBDC Act — investor sentiment has shifted in favor of Ethereum (ETH) over Bitcoin (BTC), with some analysts declaring that the “Ethereum moment” has arrived.

For the week ended July 20, Ethereum surged 22%, outperforming Bitcoin, which rose less than 1%. This marks the fourth consecutive week that ETH has outperformed BTC.

According to CoinShares, crypto investment products saw record inflows of $4.39 billion in the week — the highest since tracking began in 2014, surpassing the previous peak of $4.27 billion set after the U.S. 2024 elections.

While Bitcoin remains the dominant asset for inflows, Ethereum has now seen net inflows for 13 consecutive weeks, accounting for 23% of total Ethereum AUM — signaling rising institutional interest.

Ethereum ETF Inflows Set New Records

Last week alone, $2.12 billion flowed into Ethereum-linked investment products, nearly double the prior week’s $1.2 billion.

Year-to-date in 2025, Ethereum funds have attracted $6.2 billion in inflows, already exceeding the full-year total for 2024.

Bernstein analysts said the financial markets may now be entering a phase of stronger interest in stablecoins and tokenized assets, with the new regulatory framework further boosting Ethereum adoption.

The firm expects BlackRock and other asset managers to increasingly include ETH in institutional portfolios — and for banks and fintech firms to buy ETH to cover network transaction fees.

Ethereum ‘has its moment,’ Bernstein says

Bernstein noted that stablecoins are now legally recognized as digital cash — and with Ethereum serving as the dominant infrastructure for tokenization and smart contracts, the network is finally seeing institutional-scale adoption.

Bernstein analysts said, "Given stablecoin’s dominant rail, Ethereum is having its moment finally."

Over the past two weeks, ETH has rallied 45%, and monthly gains have reached 51.60%, trading at $3,816.97 as of writing — while BTC has risen 13.21% to $118,451.94.

Ethereum Price, Source: TradingKey

ETH Reserve Trend Takes Off

Ethereum’s rise is also being supported by a growing number of companies holding ETH as a strategic reserve asset.

Last week, stocks linked to ETH holdings saw strong gains:

• SharpLink Gaming (SBET) +34%
• Bit Digital (BTBT) +15%

SharpLink has been actively accumulating ETH over the past two weeks and now holds 280,706 ETH, making it the second-largest U.S. public company holding ETH, trailing only Bitmine Immersion (BMNR), which holds 300,675 ETH.