The post Ethereum ETFs could attract $10B in H2 2025 – Bitwise CIO  appeared on BitcoinEthereumNews.com.

Fundstrat’s Tom Lee echoed Bitwise CIO’s $10 billion ETH ETF inflows projection in H2.  Polymarket’s odds of ETH’s price hitting an ATH in 2025 were low, at 21%.  Ethereum [ETH] could post its best performance in H2. According to Bitwise CIO, Matt Hougan, the U.S. spot ETH ETFs could attract $10 billion, citing two catalysts.  “The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for traditional investors. They (ETH ETFs) could do $10B in H2.” FundStrat CIO Tom Lee echoed the projection, arguing that Ethereum is the primary settlement layer for tokenized assets, including stablecoins and on-chain stocks.   ETH price catalysts Currently, Ethereum leads with $130 billion in the stablecoin market, followed by TRON [TRX] at $77 billion. With an expected boom to $3 trillion market size, Lee believes the growth could boost Ethereum network effects and fees.  Source: RWA Ethereum also dominates the tokenized U.S. treasuries sub-sector, currently valued at $7 billion. The recent trend of on-chain stocks could further boost Ethereum as a settlement layer.  In fact, Lee is so convinced of these positive catalysts that he unveiled a $250 million ETH corporate strategy plan with BitMine Technologies to capture this expected growth. This could add to the growing treasury trend that has accumulated 1.2 million ETH worth $3.15B.  Still, ETFs lead on the ETH demand front. The products have attracted $4.28 billion in cumulative inflows since they launched in July 2024.  Last month, the products saw $1.17 billion in inflows. A surge in inflows to $10B, nearly 2x the current demand, could positively impact ETH prices. The overall capital inflows, as tracked by Realized Cap, showed recovery in Q2. The indicator surged from $240 billion to $249 billion, lifting ETH from $1.8K to over $2.5K. So, ETH price could climb higher if the…

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Filed under: News - @ July 3, 2025 1:22 pm