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Market snapshot: Ether ETFs record rapid inflows
Ether spot exchange-traded funds (ETFs) have registered steady expansion since their US launch in July 2024, driven by renewed institutional demand and growing corporate adoption. According to SoSoValue, total assets in ETH funds climbed 44% in August, rising from $9.5 billion on Aug. 1 to $13.7 billion on Aug. 28. That inflow momentum is supporting Ether price strength and expanding interest in ETH as a treasury instrument.
Corporate treasuries adding fuel to ETH demand
While Bitcoin remains the most common corporate crypto reserve, more companies are allocating Ether to their treasuries. Data from StrategicETHReserve shows corporations now hold roughly 4.4 million ETH, about 3.7% of the circulating supply, valued at approximately $19.18 billion at the time of reporting. Industry analysts say regulatory clarity and institutional infrastructure are major catalysts.
Institutional perspective
Sygnum CIO Fabian Dori noted a revival in recognition of Ethereum's adoption and utility, while Standard Chartered's Geoffrey Kendrick emphasized that treasury buyers tend to be long-term holders, reducing available supply. Supported by these flows, ETH rallied nearly 27% in August, moving from about $3,406 on Aug. 1 to roughly $4,316 by month-end.
Ethereum roadmap: upgrades and revenue outlook
Ethereum's development path is approaching a critical inflection point, according to Bitfinex analysts. Upcoming protocol upgrades aim to boost smart contract efficiency and validator usability, strengthening Ethereum's position as an institutional settlement layer. Restaking via EigenLayer and growing Layer 2 rollup activity are beginning to generate on-chain revenues and draw developer interest back to the network.
Recent and upcoming milestones
The Pectra upgrade in May expanded validator caps and introduced account abstraction. The Fusaka hard fork, scheduled for Nov. 5, will implement PeerDAS to ease node workloads and improve data availability. Despite growing activity, Ethereum's fee revenue remains modest versus some competitors, producing about $41.9 million in the past 30 days compared with Tron’s $433.9 million over the same period.
Overall, Ether ETFs and corporate treasuries are reshaping institutional exposure to ETH, while protocol upgrades and Layer 2 growth will be key variables for Ethereum's longer-term valuation and utility.
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