Ethereum — Page 8

The July 13 report flags weaker social chatter alongside a narrative of strong institutional participation.

The plan backs a permissioned-on-permissionless design and flags public-chain settlement-finality risk from reorgs.

CryptoQuant data also shows elevated ERC-20 stablecoin activity since 2025 as payments use cases expand.

The reversal was concentrated in BlackRock’s IBIT, while GBTC, FBTC and ARKB still saw redemptions.

The new Ethereum L2 uses ETH as gas and has more than 500,000 ETH-holding wallets in launch-week data.

Ethereum held above $1,800 for three days, with $1,778 framed as the key close for a $2,000 test.

Ethereum ETF net inflows exceed $128M MTD, but BTC dominance rising toward 60% complicates the rotation read.

The model ranks ETH near the low end of PoS energy intensity at ~33 kWh per $1M of market value, behind BNB Chain.

July 9 was the lone outflow day at -$52.08M as ETH tagged $1,748, while CoinGlass showed a 0.946 long/short ratio.

Net exchange inflows hit about $62.64M while futures open interest rose to $11.1092B and funding stayed positive but cooled.

Cohen & Company’s Christian Lopez says access to capital and aftermarket support now matter more than regulatory clarity.

The flow reversal is a sentiment inflection, but the reporting interval and asset split were not specified.

Bridge deposits hit $106M and Ethereum holds 47% of RWA tokenization, but usage and perp demand softened into resistance.

MiCA-compliant euro stablecoins grew to nearly $674M ahead of July 1 as Strategy sold 3,588 BTC to fund dividends.

Token Terminal and DefiLlama data show fast-rising users, fees, and TVL on the Arbitrum-based L2 that uses ETH for gas.

The firm argues DeFi is “quietly re-rating,” but its market-cap index is 61% weighted to Hyperliquid’s HYPE.

Modeling of NIST’s ML-DSA-44 implies blocks could fit roughly 500–700 transactions without mitigation.

The split hit as the U.S. 10-year yield held near 4.60%, a seven-week high that has pressured risk appetite.

Oil rose more than 2% to $72.27 and DXY held above 101.00 as ETH, XRP, and SOL fell 1%–2.3%.

The proposal hinges on a governance vote and a one-time Sept. 1 snapshot to issue a new ERC-20 SCRT on Arbitrum.