2025 Ethereum: Institutions Choose ETH Over Bitcoin as Wall Street’s New Gold
🔑 Key Takeaways JPMorgan pinpoints four drivers behind ETH’s institutional bid: ETF plumbing, treasury adoption, regulatory clarity (esp. liquid staking), and ESG-friendly PoS. ETH spot ETFs drew ~$5.4B in July 2025 alone , lifting cumulative inflows to ~$9.6B by month-end —a record haul. ETH ETFs now hold ~6.4M ETH (~5.3% of supply) , underscoring sticky, allocator-grade demand. ETH hit $4,945 ATH in late August before cooling near $4,282 —sparking the classic “pause or peak?” debate. Wall Street’s thesis: BTC is digital gold, ETH is programmable infrastructure —a bet not just on price, but on rails for global finance. 🗞 Main Story Ethereum’s latest rally isn’t just another chapter in crypto’s soap opera—it looks more like a shift in Wall Street’s long-term script. The Tape Doesn’t Lie. In July 2025 alone, ETH spot ETFs sucked in $5.4B of net inflows —the strongest month on record—pushing cumulative flows to nearly $9.6B by month’s end . By comparison, Bitcoin ETF...