1’m bullish on $ETH after Weekly Crypto Forecast by @CoinMarketCap hosts @zani_io with @alicecryptoresearch #Ethereum ETFs, stay tuned?# push! With @CMCDavid tool   cmc.ai , #DLGH aka @alexdolbun who seeking web3 13,3k$/mo ai SalesOps job   github.com/alexdolbun my CV, wanna see the future price narrative, let’s go together sharply into “Deep Dive”: 
1. Staking ETF Approval (Bullish Impact)
Overview: The SEC’s pending decision on Ethereum ETFs with staking mechanisms could unlock institutional participation. BlackRock’s amended filing seeks to let ETHA ETF stake via trusted providers, mirroring Bitcoin ETF precedents.
What this means: Approval would create yield-seeking demand from wealth managers while locking ~30% of circulating supply in staking contracts. Historical precedent shows Bitcoin ETFs attracted $58B inflows in 2025 – similar demand for ETH could pressure prices upward.
2. Protocol Scaling Timeline (Mixed Impact)
Overview: Ethereum’s “Lean” roadmap aims for 10k L1 TPS via sharding and stateless clients by 2026, but faces execution risk against rivals like Solana’s 50k TPS.
What this means: Successful delivery would cement ETH as the institutional L1 of choice, but delays could fuel narratives about “modular vs monolithic” chains. Current TVL dominance (59% vs BNB Chain’s 8%) suggests market patience, but L2 fragmentation remains a headwind.
3. Corporate Treasury Arms Race (Bullish Impact)
Overview: Public companies added 200k ETH ($700M+) to balance sheets in July 2025, per sassal0x. The Ether Machine’s $40M weekly buys exemplify this trend.
What this means: These strategic holders now control 4.2% of circulating supply – comparable to Bitcoin’s “illiquid supply shock” of 2024.
Conclusion
Watch the ETH/BTC ratio – a break above 0.033 BTC (currently 0.030) would signal altcoin season acceleration. Can institutional accumulation offset spot ETF outflows (-$129M last week)?

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August 04, 2025 at 4:31 PM
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