US Law Clarity Spurs Ethereum Rally & Inflows
Recent US crypto laws – the bipartisan GENIUS and Clarity acts – have clarified oversight, boosting Ethereum’s role in tokenized assets and stablecoins. Last week, Ethereum outperformed major assets with the ETH/BTC ratio up 27% and Bitcoin dominance down 6%. Derivatives open interest rose by $6 billion, while Ethereum ETPs saw $2.1 billion in inflows and SPAC deals added 400,000 ETH. Institutional demand surged as Bit Digital swapped all BTC for over 100,000 ETH, and firms like BTCS Inc., BitMine Immersion and SharpLink increased holdings. On-chain data shows 51 entities have staked 1.26% of Ethereum’s supply. The first Ethereum staking ETF is slated for Q3 2025 and could attract $20–30 billion annually at 3–4% yields. With 55% of tokenized assets and half of stablecoin market cap on its chain, Ethereum’s regulatory clarity and product innovation prospects point to continued bullish momentum.
Bullish
The clarified US regulatory framework and bipartisan crypto laws have materially boosted Ethereum’s market sentiment. Significant inflows into Ethereum ETPs, increased derivatives open interest, and large institutional buys demonstrate strong demand. The upcoming staking ETF, projected to attract $20–30 billion annually with steady yields, further underpins long-term confidence. Combined with Ethereum’s dominance in tokenization and stablecoin markets, these factors are likely to drive both short-term price rallies and sustained growth, justifying a bullish outlook.