Is the rise of Ethereum just beginning? Corporate Coin Hoarding + stake ETF ignites $7000 expectations.

Previously stagnant Ethereum (ETH) has recently surged, with a weekly increase of up to 26%, driven primarily by institutional funds. Trump signed the GENIUS Act to establish the legal status of stablecoins (with Ethereum holding a 50% share of this market), directly stimulating Wall Street's underlying demand for ETH. At the same time, publicly traded companies are competing to include ETH in their reserve assets, and Ethereum ETF saw its daily fund inflow surpass that of Bitcoin ETF for the first time. BlackRock also applied to add staking features to its $8.9 billion ETH trust. With multiple favourable pieces of news stacking up, analysts have raised their target price to $7,000 - $15,000, signaling the start of ETH's "thick accumulation and thin outbreak" market.

Engine One: The Stablecoin Bill Opens the Floodgates for Trillion-Level Demand US President Trump signed the GENIUS Act to establish a federal regulatory framework for stablecoins, becoming a direct catalyst for the recent rise of ETH:

• Monopoly Advantage of Underlying Protocol: Currently, nearly 50% of the 261 billion USD stablecoin market operates on the Ethereum blockchain.
• Release of Institutional Rigid Demand: Bernstein analysts pointed out that banks, payment institutions, and fintech companies will continue to purchase operational ETH for Gas fees related to the deployment of stablecoins and asset tokenization on the blockchain.
• Compliance Dividends: The bill eliminates the biggest barriers for institutions to enter, and the surge in stablecoin issuance and trading volume will directly translate into on-chain activities and ETH consumption.

Engine Two: Public Companies Ignite ETH "Coin Hoarding Wave" Imitating the Strategy Bitcoin reserve strategy, listed companies are accelerating the inclusion of Ether into their balance sheets:

• Companies Competing for ETH Positions: Companies like Sharplink Gaming and Bitmine are publicly competing for the title of "largest corporate ETH holder."
• Diversification of Reserve Assets: Companies are no longer focusing solely on Bitcoin, viewing Ethereum as a core component of digital asset allocation, reflecting its long-term value storage attributes gaining mainstream recognition.
• Liquidity Locking Effect: Enterprise-level purchases create a long-term ETH locked pool, reducing market circulation.

Engine Three: Staking ETFs May Become the "King Bomb" Catalyst Although the Ethereum ETF has a lower trading volume compared to the Bitcoin ETF, it shows strong potential:

• Historic Turnaround: On July 17, the daily capital inflow of the Ethereum ETF surpassed for the first time that of the Bitcoin ETF.

  

• Staking Yield Imagination Space: BlackRock (a $12 trillion asset management giant) has applied to add staking functionality to its $8.9 billion iShares Ethereum Trust. Once the SEC approves the "Yield-Bearing ETF," it will unleash tremendous appeal.

• "Valuable Assets + Yield Generation" Dual Engine: Bernstein analysts emphasize that ETF products combining asset appreciation potential and staking returns may become the next blockbuster in the digital asset management field, attracting massive traditional capital.

Target Price Restructuring: $7000 as the Benchmark, with the Upper Limit Looking at $15000 The wave of institutional entry has completely changed the valuation model, and analysts have collectively raised their expectations:

• Ari Payment Company CEO Mateusz Kara: The impact of ETH reaching $7000 is no longer an unrealistic fantasy.
• Coinstash Exchange Co-founder Mena Theodorum: Some analysts have set the target price for 2025 as high as $15,000.
• Market Consensus Shift: Ethereum is entering its "Time in the Sun," with institutional narratives surpassing the retail-dominated model.

Conclusion: The recent surge of Ethereum is the result of a threefold resonance of policy dividends (stablecoin legislation), corporate behavior (ETH accumulation), and financial innovation (staking ETF), marking its complete departure from the positioning of "Bitcoin shadow asset." BlackRock's layout of staking ETFs indicates the direction of the next wave of institutional attacks, and the income-generating attributes will significantly enhance ETH's competitiveness in traditional asset management portfolios. As the corporate reserve competition intensifies and ETF funds continue to flow in, the $7,000 target has shifted from an aggressive expectation to a starting point of institutional consensus. If the staking ETF is implemented as scheduled, Ethereum is expected to replicate the fund siphoning effect seen after the Bitcoin ETF approval, and the extremely optimistic target of $15,000 may enter the discussion. Under the wave of institutionalization, the value discovery process of ETH is far from over.