TLDR
- The Ethereum ETFs saw a significant one-week inflow of $500M, making up 16% of its life's accumulated net inflows of $3.17B. BlackRock's ETHA leads the pack with $3.75B in assets under management.
- On February 4th, there was a remarkable single-day inflow of $307 million into Ethereum ETFs, coinciding with Ethereum's price recovery from $2,150 to $2,920, sparked by market turbulence related to tariffs.
- Ethereum's current trading value stands at $2,720, a 27.5% decrease from its highest level in 2025 of $3,750 and 45% down from its record high of $4,890.
- The Pectra upgrade for Ethereum is on the horizon with test launches on Holesky (Feb 24) and Sepolia (March 5), eyeing a mainnet release in April 2025.
- Eight new enhancements focusing on improving wallet and validator security are set to be part of the Pectra upgrade, building on the Dencun upgrade from March 2024.
Fresh data reveals a strong uptick in Ethereum ETFs have witnessed an influx of over $500 million at the start of February 2025, accounting for 16% of the total net inflows since inception, now standing at $3.17 billion. February 4th became a pivotal day for Ethereum ETFs with a major inflow of $307 million, following a December 5th record of $428 million, demonstrating growing confidence in Ethereum's regulated investment avenues.
BlackRock's iShares Ethereum Trust (ETHA) dominates the market with $3.75 billion in management. Grayscale's Ethereum Trust (ETHE) isn't far behind at $3.67 billion, and Fidelity's Ethereum Fund (FETH) holds $1.34 billion.
The latest ETF inflows have coincided with a surge in Ethereum's price. Having dipped to $2,150 on February 3rd, the price rallied to $2,920 by February 4th, showcasing a 36% uptick.
This rebound came after a temporary lifting of tariffs by President Trump on major trading partners, which had initially sown market uncertainty and contributed to Ethereum's price slide.
Ethereum is currently trading 27.5% below its 2025 peak of $3,750 noted on January 6th and is also around 45% less than its all-time high of $4,890 in November 2021.
Investor Ted Pillow mentioned on platform X that Ethereum experienced three significant downturns in the past year – Q1 2024, Q3 2024, and Q1 2025, each followed by a impressive price jump of 90-100% in the weeks that ensued.
From a technical standpoint, the Ethereum core team has set the stage for the forthcoming Pectra upgrade, with an initial rollout on Holesky's test network on February 24th and a subsequent release on Sepolia's test network on March 5th.
In Q1 2024, Q3 2024, and Q1 2025, Ethereum's market experienced a single dramatic drop.
On the last two occasions, this marked an eventual market low.
I predict a similar pattern will unfold again soon. Ethereum is poised for a thrilling comeback. 🔥 $ETH pumped 90%-100% in the next 8-12 weeks.
Ethereum developer Tim Beiko shared specific timelines for the upgrade, stating that Holesky will undergo a fork at slot 3710976, with Sepolia following at slot 7118848. pic.twitter.com/qKnZen8Gcz
— Ted (@TedPillows) February 6, 2025
The development team plans to review Sepolia's test results during the All Core Developers meeting on March 6th, 2025, to finalize the mainnet launch timeline, expected in April.
Pectra is on track to be the first significant update since March 2024's Dencun update, which helped cut down on layer 2 gas fees. The upgrade will introduce eight pivotal improvements aimed at boosting wallet and validator security.
Two major proposals, EIP-7702 and EIP-7251, are integrated into the Pectra upgrade to enhance security and efficiency within the network. This continues from prior successful upgrades.
Looking into the future, developers have scheduled the next network upgrade, Fusaka, for Q4 2025, maintaining Ethereum's cycle of consistent technical advancements.
With a robust influx into ETFs and scheduled technical updates, Ethereum is gearing up to face competition in the smart contract platform arena. Lately, it's been lagging when stacked against Bitcoin and its cryptocurrency peers.
Recent controversies surrounding the Ethereum Foundation have added market stress, leading to price swings. Still, the resilient ETF inflows suggest that institutional interest in Ethereum persists.
Maisie, a seasoned journalist in the crypto and finance domain, has contributed to Moneycheck.com, level-up-casino-app.com, and Computing.net and serves as the Editor in Chief at Blockfresh.com.
