In May 2025, Ethereum completed the Pectra upgrade, which integrated 11 EIP optimizations, focusing on improving transaction efficiency, reducing costs, enhancing wallet usability, and expanding Staking capabilities—such as increasing the staking limit for validators from 32 ETH to 2048 ETH. Although this optimization did not immediately boost Ethereum's price (which fell by 45.5% in 2025), it improved the quality of the network infrastructure, which is significant for the long-term ecosystem.
At the same time, in response to the rapidly growing demand for DApps and transactions, the research team proposed an EVM parallel execution model aimed at breaking through Ethereum's serial processing bottleneck to achieve higher concurrent transaction processing capabilities. Although still in the theoretical stage, it provides a forward-looking path for future network expansion.
The competitive atmosphere is driven by favorable ETF and regulatory developments. ETH-related ETFs attracted a massive influx of institutional funds, while regulations on stablecoins, such as the GENIUS Act, promoted the growth of compliance trust within the Ethereum ecosystem. Additionally, under the cautious push of the Pectra upgrade and the market, Ethereum still occupies a significant share in the fields of DeFi, stablecoins, and tokenization.
Companies are gradually incorporating Ethereum into their asset allocations. By July 2025, publicly listed companies held nearly 966,000 ETH (approximately $3.5 billion), significantly higher than the 116,000 ETH at the end of 2024. Among them, companies like BitMine saw their stock prices surge due to a shift towards an Ethereum reserve strategy. Overall, Ethereum is transitioning from a speculative asset to an institutional asset.
In the summer of 2025, Ethereum's price rebound attracted attention. Even after a brief adjustment, it rose 43% in the past month, outperforming Bitcoin. Analysts believe that if ETH breaks through and stabilizes above the $4,000 resistance level, it could quickly rise to $6,000 or even higher.
The market is also accompanied by significant selling pressure. Data shows that Ethereum is currently touching a multi-year distribution range, with a net sell of nearly $419 million ETH in a single day, marking the second-highest net selling pressure ever, suggesting a potential short-term correction pressure of 25%–35%. Additionally, several institutional analysts (such as Tom Lee) even predict that ETH could aim for a 100-fold increase, reaching over $16,000 (based on historical ETH/BTC ratio adjustments), but attention must still be paid to macroeconomic and regulatory variables.
With the dual push of technical optimizations (such as the Pectra upgrade and EVM parallel model) and institutional environment improvements, Ethereum has attracted many institutions to actively position themselves, significantly improving network infrastructure and compliance frameworks. However, the market still faces challenges of high volatility and selling pressure, and future trends will depend on ongoing technological advancements, macroeconomic conditions, and regulatory implementation.
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