Overview

• ETH has surged over 85% since late June and is stabilizing above the $3,600 support level following a modest pullback
• Spot Ethereum ETFs attracted a record $5.3 billion in inflows during July, highlighting growing institutional conviction
• Exchange netflows have plunged to two-year lows, indicating ongoing on-chain accumulation by whales and smart-money investors
• Ethereum commands an 83.69% share of the tokenized real-world asset market thanks to U.S. regulatory clarity and DeFi composability
• Strategists including Mike Novogratz and Tom Lee foresee ETH clearing $4,000 this year, supported by technical strength and a favorable macro backdrop