Ethereum ETFs Could Attract $10B in Inflows by Year-End as Stablecoin and RWA Demand Soar

Andrew Chen
Ethereum-EVM

Key Takeaways:

  • $10 Billion in ETH ETF inflows is the bullish target from leading analysts for H2 2025.
  • Ethereum’s dominance in stablecoins and tokenized assets makes it a top blockchain for real-world asset settlement.
  • ETH accumulation and capital inflows suggest strong price potential, possibly targeting $4.8K–$6.4K if historical trends hold.

Ethereum (ETH) may be headed for one of its strongest performances in 2025, as experts project massive inflows into its newly launched U.S. spot exchange-traded funds (ETFs). Bitwise CIO Matt Hougan and FundStrat CIO Tom Lee both forecast that Ethereum ETFs could attract as much as $10 billion in inflows in the second half of 2025 (H2), backed by growing network utility and investor interest.

Stablecoins and Tokenized Assets: A Powerful Ethereum Narrative

Hougan pointed to the synergy between stablecoins and tokenized stocks settling on the Ethereum blockchain as a compelling narrative for traditional investors. Currently, Ethereum leads the stablecoin sector with a $130 billion market share, ahead of TRON’s $77 billion.

This dominance in digital dollar settlement has been further bolstered by Ethereum’s control of the tokenized U.S. Treasuries market, now worth over $7 billion. The expanding role of Ethereum as the base layer for real-world assets (RWAs) is expected to amplify its utility and fee revenue in the months ahead.

ETH ETF Demand Surges, Strengthening Price Momentum

Since their launch in July 2024, ETH spot ETFs have attracted $4.28 billion in cumulative inflows, with $1.17 billion pouring in just last month. A push to $10 billion in H2 2025—nearly double current levels—could provide a significant tailwind for ETH price action.

The growth of ETH ETF products also aligns with rising long-term holder confidence. On-chain data reveals that accumulation addresses now hold 23 million ETH, up from 16 million just two months ago, signaling sustained conviction despite market volatility.

Ethereum Price Targets: Can ETH Reach a New All-Time High?

While short-term speculation remains divided, long-term indicators point to a bullish outlook. Realized Cap data showed recovery from $240 billion to $249 billion in Q2, coinciding with ETH’s rally from $1.8K to over $2.5K.

Also Read: Ethereum Eyes $2,800 After Massive Short Squeeze and Whale Accumulation

FundStrat’s Tom Lee has even partnered with BitMine Technologies on a $250 million ETH-focused strategy, betting big on Ethereum’s network expansion and fee growth.

Still, Polymarket predictions give only a 21% chance of an ETH all-time high in 2025. However, historical MVRV pricing bands suggest Ethereum could peak between $4.8K and $6.4K this cycle, mirroring previous bull market patterns in 2017 and 2021.

Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of Chain Affairs. Before making any investment decisions, you should always conduct your own research. Chain Affairs is not responsible for any financial losses.

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