- Ethereum sees 18 days of inflows, with $240M on June 11 alone, as institutional investors shift focus to staking and scalability advantages.
- BlackRock adds over $1B ETH since May, signaling long-term conviction amid a +4.97% rebound in Ethereum dominance from multi-year lows.
- ETH staking locks 30% of supply as exchange outflows tighten liquidity, setting the stage for potential supply-driven price surges.
Ethereum has entered a sustained accumulation phase largely unnoticed by the broader crypto market. On June 11 alone, $240 million flowed into ETH, capping off 18 consecutive days of inflows as capital rotation intensifies beneath Bitcoin’s dominance.
Institutional Momentum Reshapes Market Structure
BlackRock’s sustained ETH accumulation is sending a strong signal to institutional observers. Since May 8, the asset manager has added over $1 billion worth of ETH to its books without selling, suggesting strategic conviction rather than short-term speculation.
This commitment reflects a broader trend: institutional interest in Ethereum is no longer just exploratory. As ETFs continue to gain traction and regulatory clarity emerges in the U.S. and Europe, firms are positioning Ethereum as a long-term asset within diversified portfolios.
ETH Dominance Recovers from Multi-Year Lows
Ethereum’s market dominance, which dropped to a multi-year low of 7% in early 2025, has rebounded to nearly 10% in June. This +4.97% monthly gain reflects a subtle but meaningful capital rotation out of Bitcoin and into ETH, rekindling interest in altcoins.
Such shifts are prompting firms to recalibrate strategies. ETH’s growing dominance suggests that market participants are rebalancing exposure toward assets with structural upside, especially those offering staking yields, Layer 2 scalability, and real-world integration.
Staking and Supply Dynamics Add Upward Pressure
As of June 2025, over 36 million ETH are staked, accounting for nearly 30% of the total supply. This long-term lockup reduces liquid circulation, supporting price increases during periods of rising demand. Notably, over 140,000 ETH (~$393M) exited exchanges in a single day, further tightening available supply.
This trend reinforces Ethereum’s evolving monetary structure. Since the launch of staking in late 2020, locked supply has steadily increased, creating an environment where supply shocks can significantly accelerate price action.
Derivatives and Market Sentiment Favor Upside
Futures open interest in Ethereum recently crossed the $20 billion mark, signaling growing trader conviction. Simultaneously, the options market shows a bullish skew toward calls, implying that expectations for higher ETH prices remain dominant among institutional and retail participants.
The rising ETH/BTC ratio and Ethereum’s +51% return in Q2, compared to Bitcoin’s +30%, add to the bullish thesis. Together, these signals suggest a structural transition in market sentiment, with Ethereum emerging as a serious contender for leadership in the next crypto leg up.
