Ethereum's 30% rally fueled by policy clarity and ETF momentum originally appeared on TheStreet .
Ethereum is back in the spotlight—up 30% in just a week—as a confluence of policy tailwinds, institutional inflows, and renewed developer confidence drive capital back into the second-largest crypto asset. It's not just another bounce. This time, ETH is moving like it has something to prove—and perhaps even more to gain.
A big part of the momentum stems from the passage of the GENIUS Act , a sweeping U.S. regulatory framework aimed at legitimizing and standardizing the issuance of stablecoins. It's a bullish development on its own, but the real kicker is that over 50% of global stablecoin activity still settles on Ethereum. As the preferred highway for digital dollars, Ethereum is poised to capture massive transaction volume as the market matures under this new regulatory clarity.
"It's the key," said David Brickell of FRNT Financial. "When everyone was beating up on Ethereum over the last year… it's still the most dominant chain where developers go to. And it's the one institutions are building on."
That last point matters more than ever. BlackRock's tokenized fund launch on Ethereum earlier this year was a signal to markets that institutions see it as the base layer of the future. And now, Ethereum ETFs—once a hypothetical—are showing real teeth, pulling in billions in capital.
And the shift isn't just speculative—it's structural. "We're now seeing the inflows into Ethereum comparable in nominal size to what we're seeing into the Bitcoin ETFs," one participant pointed out. "But obviously if you adjust that for market cap, yeah, there's a lot of flow that's getting forced into a smaller cap coin."
In a market starving for liquidity and leadership, Ethereum is checking both boxes. Its architecture is battle-tested, its ecosystem remains the deepest in crypto, and its positioning—especially post-GENIUS Act—is increasingly institutional.
Ethereum's 30% rally fueled by policy clarity and ETF momentum first appeared on TheStreet on Jul 28, 2025
This story was originally reported by TheStreet on Jul 28, 2025, where it first appeared.
