The Future of Ethereum is Promising: Top Ten Core Favourable Information Driving Long-Term Rise

As the US regulatory stance turns positive, Wall Street institutions quietly position themselves, Vitalik accumulates multiple L1 scaling solutions, and the Federal Reserve is about to shift towards interest rate cuts---all macro narratives are converging on one focal point: Ethereum.

Regulatory easing, technological innovation, macro environment, and deflationary mechanisms are driving four wheels, paving an accelerated runway for the next 3-18 months.

ETF net inflows continue to hit new highs, on-chain gas fees are about to break 5 million, Ethereum is back above the weekly MA200; the staking rate is approaching 30% and still rising, from North America's Ethereum-based MicroStrategy SharpLink incorporating ETH into its balance sheet, to Robinhood announcing the use of Ethereum L2 for trading US stocks in Europe, and then to Hong Kong accepting ETH as proof of immigration assets, the core value of Ethereum is becoming a global consensus.

Policy games, capital dynamics, protocol improvements, and iterative reforms of the foundation are advancing simultaneously---there is only one key question left in the market: are you ready?

The following 10 reasons will systematically break down how Ether has evolved from industry consensus to a cross-cycle explosion engine.

1. The Largest Regulatory Favourable Information and Policy Introduction in History

The drastic shift in the U.S. regulatory stance has brought new optimistic expectations for Ethereum. The new chairman of the Securities and Exchange Commission, Paul Atkins, has expressed support for crypto innovation—this stands in stark contrast to the era of Gary Gensler.

Atkins has withdrawn the proposals aimed at decentralized finance and self-custody from the Gensler era, opting for an "innovation-first" strategy instead. In a recent roundtable meeting, Atkins even emphasized that developers should not be punished for writing decentralized code.

This is a major policy turnaround: the SEC under Gensler once viewed Ether as "unregistered securities" and investigated it. Now, under pro-crypto leadership, Ethereum enjoys a clearer regulatory outlook. With decentralized finance receiving top-level recognition—Atkins called self-custody "a fundamental American value"—the threat of hostile regulation has significantly diminished, greatly encouraging institutional participation in the Ethereum market.

In addition, the recent legislative trends in the United States, especially the Senate's "GENIUS Act", mark a key turning point in the clarity of regulation for cryptocurrency dollar stablecoins.

These bills aim to establish a clear framework for payment stablecoin issuers, given that Ethereum serves as the primary settlement layer for regulated stablecoins such as USDC and PYUSD, as well as being one of the most important public chains for the largest stablecoin USDT, its adoption will receive strong impetus.

Comprehensive Stablecoin Framework

"Guiding and Establishing the United States Stablecoin National Innovation Act" (GENIUS Act ) was smoothly passed in the Senate with bipartisan support in June 2025. It imposes strict standards on stablecoin issuers, requiring 100% cash or treasury bond reserves, monthly audit disclosures, and bankruptcy protection for token holders. Crucially, it allows both banks and non-bank companies to issue stablecoins under a license and accept regulation.

Ethereum as a stablecoin infrastructure

By clearly legalizing and regulating the issuance of stablecoins, these bills validate the dollar-backed tokens primarily existing on the Ethereum network. For example, Circle's USDC and PayPal's PYUSD are ERC-20 tokens on Ethereum, relying on Ethereum's security and global reach. The federal framework reinforces Ethereum's role as a settlement backbone.

Lawmakers themselves acknowledge that well-regulated stablecoins can "strengthen the dollar's position as the world's reserve currency", while maintaining America's competitiveness. This mission essentially leverages public networks like Ethereum to facilitate the circulation of ( dollar stablecoins in DeFi and payments ).

DeFi and US dollar liquidity

The DeFi ecosystem of Ethereum, from lending protocols to decentralized exchanges, operates on the liquidity of stablecoins. By legitimizing stablecoins, the "GENIUS Act" effectively ensures the foundation of DeFi. Participants can use assets like USDC with more confidence, without worrying about sudden crackdowns or legal ambiguities.

This encourages institutional participation in DeFi(, for example, using stablecoins for trading, lending, and payments). In short, the legislation connects traditional finance with DeFi: it invites banks, payment companies, and even tech companies to issue and use Ethereum-based stablecoins, while providing safeguards( KYC/AML, audits, and redemption rights), to reduce systemic and legal risks. The ultimate effect is the formation of a supportive policy environment that anchors Ethereum's role in the digital dollar economy.

Finally, the other cryptocurrency bill, the transparency bill CLARITY Act (H.R. 3633), has also made considerable progress recently.

The "CLARITY Act" was initially advanced by the House of Representatives. On June 13, 2025, the bill was passed in the Financial Services Committee and the Agriculture Committee with voting results of 32:19 and 47:6, respectively. The bill is currently in the Rules Committee process, awaiting to be scheduled for a vote in the full House of Representatives.

The "CLARITY Act" has removed the biggest cloud hanging over Ethereum in the United States: whether ETH is considered a security.

By explicitly classifying ETH( and any sufficiently decentralized Layer-1 tokens ) as "digital commodities" regulated by the CFTC, the bill eliminates the possibility of retroactive enforcement by the SEC, creates a safe harbor for secondary trading, and clarifies when developers and validators do not fall under the category of "brokers." This combination significantly reduces the regulatory risk premium, paves the way for Wall Street products related to spot and staked ETH, and gives a green light for DeFi to continue innovating on the network.

In summary, given Ethereum's dominant position in the custody of stablecoins and DeFi, these multiple regulatory green lights greatly strengthen the prospects for mid-term adoption, trading growth, and Ethereum's integration into the traditional financial system.

2. "ETH version of MicroStrategy" leads institutions in a thousand sails competition

An increasing number of large capital players are viewing Ethereum as a strategic asset, a trend accelerated by a striking initiative from SharpLink Gaming. The publicly listed company SharpLink recently completed a milestone funding allocation: acquiring 176,000 ETH( for approximately $463 million), making Ethereum its primary reserve asset and overnight becoming the world's largest public holder of ETH. Currently, over 95% of this asset has been staked to earn returns and enhance the security of the Ethereum network.

The CEO of SharpLink described this as a "landmark moment" and explicitly compared the strategy to MicroStrategy's Bitcoin strategy, only it has been switched to Ethereum. This bold financing is strongly supported by a co-founder of Ethereum, who has taken on the role of SharpLink's new chairman. This founder has stated on various occasions: "SharpLink's bold ETH strategy marks a milestone in institutional adoption of Ethereum," and pointed out that "ETH not only possesses Bitcoin-like store of value properties, but also, due to its predictable scarcity and ongoing yield, has become a truly productive reserve asset; as Ethereum increasingly becomes the underlying infrastructure of the digital economy, ETH is also seen as a strategic investment towards the future financial architecture."

The cryptocurrency treasury has suddenly become a trend: SharpLink's success ( saw its stock price soar by 400% after the announcement ) prompting peers to compete in emulating this strategy. The publicly listed company Bitmine Immersion also recently announced it raised $250 million specifically for purchasing ETH, positioning itself as an "Ethereum treasury strategy company." Bitmine is led by a well-known analyst, and its stock price skyrocketed over 3000% within a week after the announcement, attracting investments from several top-tier institutions.

Meanwhile, observers report that several companies, including those in Europe, are also exploring reserve allocations focused on Ether. Although prior to this, some forward-thinking companies like BTCS Inc. had already begun holding ETH, SharpLink's initiative represents a new height of mainstream adoption.

For Ethereum, the accumulation of ETH by an increasing number of corporate treasuries is undoubtedly favourable information---this locks in supply ( especially as most tokens will eventually be staked ), sending a signal of institutional confidence.

At the same time, institutions are also positioning themselves through funds: the first batch of Ethereum futures ETFs will be launched by the end of 2024, and the approval of spot Ethereum ETFs is also just around the corner, which could release tens of billions of dollars in new demand. The CEO of a large asset management company stated in an interview: "I believe that launching an Ethereum ETF is valuable. This is just the first step towards asset tokenization, and I truly believe this is our future direction."

What can be seen is that Ethereum is increasingly regarded by listed companies and funds as a strategic investment and reserve asset, similar to the development trajectory of Bitcoin in the previous cycle.

3. Weekly Level Technical Indicators Return to MA200

The price chart of Ethereum shows multiple bullish technical signals, indicating that the trend may reverse upwards.

After a long period of sluggishness, in May 2025, ETH has once again stood above the weekly MA200---this is one of the most classic indicators of a bull market return.

From a technical perspective, the overall market structure of Ethereum has improved: a series of lows have gradually been replaced by higher lows and a breakout from the long-term descending channel.

From May to June, ETH has been above the 200-week moving average, with the 200-week average ( around $2,500 ) acting as support for the "launch pad" --- ETH is building a bottom above it, similar to the recovery phase of past cycles.

The momentum indicator confirms a positive structure: the weekly candlestick chart shows a long body and shallow shadows, indicating strong buying pressure and less selling pressure during pullbacks. The rising slope of key moving averages and the recovery trend of the MACD indicator demonstrate enhanced upward momentum. In addition, bullish chart patterns have also been observed—several analysts pointed out that a potential bull flag pattern has appeared on the ETH chart, which, if confirmed, could target a rise to over 3000 dollars in the medium term.

This indicates that traders are confident in ETH, believing that the downside risks have been effectively controlled, and the path of least resistance is upward. Overall, Ethereum's technical indicators have regained stability above the 200-week moving average, coupled with higher highs and lows, as well as enhanced momentum, suggesting that the asset is in the early stages of a significant bullish reversal, supporting a positive outlook for the next 3 to 18 months.

4. Ethereum Pectra Upgrade Fast Track Roadmap

The technology roadmap of Ethereum is steadily advancing, continuously enhancing its fundamental value. The Pectra upgrade launching on May 7, 2025, namely the Prague + Electra hard fork (, marks a new phase for Ethereum, with 11 EIPs included that cover improvements in various aspects from smart wallets to scalability.

The most iconic changes include: raising the staking limit for a single validator from 32 Ether to 2048 Ether, and recalibrating fees to significantly increase Layer-2 throughput. These changes reduce costs, improve L2 performance, accelerate the adoption of optimistic Rollups and zk-Rollups in the ecosystem, and clear obstacles for future L1 scaling.

At the same time, the Pectra upgrade supports account abstraction, such as gas-free payments and batch transactions, which lays the foundation for the large-scale adoption of stablecoins in the future and further widens the gap in user experience and flexibility compared to other public chains. Just like Ethereum