Altcoin Rally: Ethereum Leads Gains as Trump Spurs Crypto Optimism and Institutional Demand

Altcoin Season Reloaded: Ethereum, XRP & Co. on the Rise – Trump Initiatives Fuel New Hopes

According to Wallstreet Online, the crypto market is experiencing a notable resurgence, with Ethereum leading the rally at a 5.33% increase, trading at $3,815.38. XRP has once again surpassed the psychologically significant $3 mark, up by 4.45%. Solana (+5.3%), Dogecoin (+5.95%), and Cardano (+5.14%) are also posting strong gains. Bitcoin, after a shaky start to the week, is back at $116,540, up about 2%.

A key driver is a new executive order from President Donald Trump, instructing the US Department of Labor to revise regulations to allow cryptocurrencies, private equity, and alternative assets in 401(k) retirement plans. If fully implemented, this could open a $12.5 trillion market to direct crypto investments, including Bitcoin ETFs. Analysts describe this as a "structural signal" that could significantly accelerate mainstream adoption of digital assets.

Bitcoin ETFs saw net inflows of $91.6 million on Wednesday, the first in four days, while Ethereum ETFs attracted $110.4 million in the last 48 hours. Shawn Young, chief analyst at MEXC Research, notes, "Market confidence seems to be returning, with investors reassessing the macroeconomic situation more risk-tolerantly."

XRP is in the spotlight as Ripple announced the withdrawal of its appeal in the ongoing SEC case, with a decision from the US regulator expected soon. If XRP is finally classified as a "non-security," it would remove one of the last major regulatory hurdles. Meanwhile, Japan's SBI Holdings has applied for a Bitcoin-XRP ETF, signaling growing institutional demand outside the US.

CryptoQuant reports that altcoin deposits on Binance have reached an 18-month high, with over 45,000 transactions in a week, indicating traders are increasingly building positions in smaller coins—a typical early sign of an altseason. Analyst Maartum from CryptoQuant states, "Such inflow spikes are usually a precursor to increased trading activity and rotation from Bitcoin into riskier assets."

Ethereum's network usage is also surging, with daily transactions reaching 1.87 million, close to an all-time high. Stablecoins like Tether (USDT) and USD Coin (USDC) are driving this activity, supported by regulatory tailwinds from the GENIUS Act.

• Trump's executive order could open a $12.5 trillion market for crypto in retirement plans.
• Bitcoin and Ethereum ETFs see renewed inflows.
• XRP awaits a crucial SEC decision; institutional demand grows globally.
• Altcoin activity on Binance at an 18-month high.
• Ethereum network activity near record levels, driven by stablecoins.

Summary: The crypto market is showing strong signs of an altcoin season, with Ethereum and other major altcoins posting significant gains. Regulatory and institutional developments, especially in the US and Japan, are fueling optimism for further growth. (Source: Wallstreet Online)

Ethereum Surges 6.5% in 24 Hours, Breaks Above $3,800: Key Drivers

CryptoDnes.bg reports that Ethereum rose by 6.63% in the last 24 hours, surpassing the $3,800 mark. This outperformed Bitcoin's 2% increase and the broader altcoin market's average gain of 4.5%. The rally was driven by a wave of ETH purchases by companies, regulatory support for staking protocols, and a key technical breakout on the weekly chart.

Institutional appetite for Ethereum is heating up. SharpLink Gaming secured $200 million to boost its ETH holdings above $2 billion, while BitMine Immersion Technologies launched a $250 million ETH treasury strategy. Public companies now hold over 3 million ETH, representing 2.5% of the total supply, with long-term targets approaching $30.4 billion in collective holdings. Most of this ETH is locked, creating structural demand and reducing market liquidity. If treasury goals are met, these firms could absorb up to 23% of annual Ethereum emissions.

On August 5, the US SEC clarified that liquid staking protocols like Lido and Rocket Pool are not considered securities if they operate without centralized management, removing a major legal uncertainty for Ethereum's staking ecosystem. Liquid staking now accounts for 30% of all staked ETH, and analysts believe regulatory clarity will enable greater institutional participation.

Technically, Ethereum triggered a golden cross on the weekly chart, with the 23-week moving average crossing above the 200-week average—a historically bullish signal. The price broke the Fibonacci level at $3,606, though the MACD histogram remains slightly negative (-49.1), indicating mixed short-term momentum. ETH-ETF inflows reached $533 million yesterday, positioning Ethereum for further upside.

VanEck's analysis suggests Ethereum is becoming a serious challenger to Bitcoin's dominance as a digital store of value. Meanwhile, SBI Holdings in Japan plans to launch two crypto ETFs, one directly linked to XRP, marking a milestone for Japan's digital asset landscape. The stablecoin market also hit a record, with monthly on-chain volume exceeding $1.5 trillion, according to Sentora.

• Ethereum up 6.63% in 24 hours, breaking $3,800.
• Public companies hold over 3 million ETH (2.5% of supply).
• SEC clarifies liquid staking protocols are not securities.
• ETH-ETF inflows: $533 million in one day.
• Stablecoin on-chain volume surpasses $1.5 trillion monthly.

Summary: Ethereum's rally is fueled by institutional buying, regulatory clarity for staking, and strong technical signals. The asset is increasingly seen as a store of value rival to Bitcoin, with record activity in both ETH and stablecoins. (Source: CryptoDnes.bg)

Tom Lee Predicts 100x Potential for Ethereum

Business Insider Deutschland highlights a bullish forecast from Tom Lee, co-founder of Fundstrat, who sees Ethereum as one of the most exciting investment opportunities in the crypto sector. Lee predicts a potential 100-fold increase in value, drawing parallels to Bitcoin's 2017 surge when it first gained serious attention from Wall Street. Ethereum is now at a similar inflection point, according to Lee.

Lee emphasizes Ethereum's regulatory acceptance as a key factor, making it attractive to institutional investors and US authorities. Ethereum is positioned at the center of planned tokenization of real-world assets, from dollars to company shares, and is seen as the ideal infrastructure for AI-driven applications, such as digital twins and smart contracts for autonomous systems. Ethereum's uninterrupted ten-year history without downtime is a major argument for its use in the financial sector. Major players like Circle, Coinbase, and Robinhood already rely on Ethereum as a foundational layer.

Lee also points to Ethereum treasury companies like Bitmine, which systematically accumulate ETH, generate returns through staking, and provide institutional access to the cryptocurrency. The combination of scarcity, scalability, and real-world integration creates a new type of company with measurable cash flow and strong network effects. Lee believes that market skepticism still underestimates Ethereum's true value, leaving room for massive revaluation. He forecasts a price of up to $20,000 in the near future, with a 100x scenario possible in the long term.

Tom Lee: "A price of up to $20,000 is possible in the near future—a 100x scenario is not out of the question in the long term."

• Ethereum shows relative strength, up about 6% and above $3,800.
• Lee sees Ethereum as the backbone of the future digital economy.
• Ethereum treasury companies are accumulating ETH and offering staking returns.
• Lee's long-term price target: up to $20,000, with 100x potential.

Summary: Tom Lee's analysis positions Ethereum as a top investment, citing regulatory acceptance, institutional adoption, and technical resilience. He sees a 100x price increase as possible, with $20,000 as a near-term target. (Source: Business Insider Deutschland)

Cosmos Health Builds Ethereum Treasury – Stock Price Reacts

BTC-ECHO reports that Cosmos Health, a Nasdaq-listed company, has completed a $300 million financing round, with the majority of proceeds allocated to building an Ethereum treasury. The company's stock price surged 30% following the announcement. The financing consists of convertible bonds subscribed by an unnamed US investor, with at least 72.5% of net proceeds going directly into an Ethereum reserve. The remainder will be used for working capital and growth initiatives.

Custody of the ETH will be handled by BitGo, and the assets will also be staked to generate cash flow. CEO Greg Siokas describes the financing as a strategic milestone, giving shareholders direct access to ETH, one of the world's most widely used digital assets. The emergence of Ethereum treasury companies is a growing trend, with SharpLink Gaming (360,810 ETH) and BitMine (300,660 ETH) currently leading the list.

• Cosmos Health raises $300 million for an Ethereum treasury.
• Stock price jumps 30% on the news.
• At least 72.5% of funds go directly into ETH reserves.
• ETH will be staked for cash flow; BitGo handles custody.

Summary: Cosmos Health's major investment in Ethereum reflects a growing trend among public companies to build ETH treasuries, with immediate positive impact on its stock price. (Source: BTC-ECHO)

Ethereum Stabilizes Above Key Support Zone – Snorter Bot Token in Focus

FinanzNachrichten.de notes that Ethereum remains stable above a crucial support region between $3,430 and $3,581. While the initial upward move lacks the momentum for a full five-wave pattern, the current structure suggests a classic ABC correction, indicating a potential bottom is near. A bullish scenario remains possible as long as the $3,430 level holds, with the formal invalidation point at $3,355. Key short-term levels are $3,523 and $3,456, serving as temporary support zones. A move above the B-wave high at $3,695 would signal a possible trend reversal, with a break above $3,736 opening the path to $4,100. If the price falls, the next major support lies between $3,258 and $3,091.

Interest in innovative projects is rising during periods of subdued movement in major cryptocurrencies. The Snorter Bot Token ($SNORT) is at the center of a current meme hype, with its presale nearing the $3 million mark. The project focuses on automated meme-coin trading via Solana launchpads like LetsBonk. The core is an intelligent Telegram bot that analyzes mempools and decentralized exchanges in real time, placing buy orders within milliseconds when new liquidity pools emerge. SNORT holders benefit from trading fees of just 0.85%, significantly lower than platforms like Maestro or Banana Gun. Dune Analytics data shows Pump.fun is losing relevance, while LetsBonk and Snorter are gaining traction.

• Ethereum stable above $3,430–$3,581 support zone.
• Key resistance levels: $3,695 (B-wave high), $3,736 (Wave 1 high), $4,100 (target).
• Snorter Bot Token presale approaches $3 million.
• SNORT offers automated trading with low fees (0.85%).

Summary: Ethereum's technical outlook remains cautiously bullish, with key support and resistance levels in focus. Meanwhile, the Snorter Bot Token is gaining attention for its innovative approach to meme-coin trading. (Source: FinanzNachrichten.de)

Ethereum Price Forecast: Treasury Companies Are "Better Buys" Than ETH ETFs – Standard Chartered

DE.COM (FXStreet) reports that Standard Chartered's Geoffrey Kendrick considers Ethereum treasury companies to be better investments than ETH ETFs, citing "regulatory arbitrage opportunities." These companies have acquired 1.6% of all circulating ETH since June, matching the buying power of ETH ETFs. Kendrick notes that the net asset value (NAV) multipliers of these companies have normalized above 1, making them attractive for investors seeking ETH appreciation, per-share value growth, and access to staking rewards. He sees no reason for the NAV multiplier to fall below 1.0, as these companies offer regulatory advantages.

Most ETH treasury companies generate returns through staking and DeFi protocols, unlike US-based ETH ETFs, which do not offer these features. BitMine Immersion (BMNR) and SharpLink Gaming (SBET) reported holdings of over 833,100 and 521,900 ETH, respectively. US spot Ethereum ETFs returned to inflows on Tuesday, attracting $73.22 million after two days of outflows.

Ethereum's price rose 3% on Wednesday, consolidating between $3,400 and $3,800 since July 21. The consolidation could form a bullish pennant if ETH remains above the $3,220 support, backed by the 50-day EMA. A break above the descending trendline resistance at $3,900 and subsequent move above $4,100 would confirm the bullish pattern. The Relative Strength Index (RSI) and Stochastic Oscillator are near neutral, indicating market indecision. A daily close below $2,850 would invalidate the bullish thesis.

• ETH treasury companies have acquired 1.6% of circulating ETH since June.
• BitMine Immersion: 833,137 ETH; SharpLink Gaming: 521,900 ETH.
• US spot ETH ETFs saw $73.22 million in inflows after two days of outflows.
• Key price levels: $3,220 (support), $3,900 (resistance), $4,100 (bullish confirmation), $2,850 (bullish invalidation).

Summary: Standard Chartered views ETH treasury companies as superior investments to ETH ETFs, due to regulatory advantages and staking rewards. Ethereum's price action remains technically poised for a bullish breakout if key resistance levels are surpassed. (Source: DE.COM / FXStreet)

Sources:

• Ethereum, XRP & Co. steigen wieder – Trump-Initiativen schüren neue Hoffnung!
• Ethereum gewinnt 6.5% in den letzten 24 Stunden und bricht über $3,800: Hier sind die Gründe
• Irre Krypto Prognose: Tom Lee erwartet noch 100x mit Ethereum
• Cosmos Health baut Ethereum-Treasury auf – Aktienkurs reagiert
• Ethereum stabilisiert sich über wichtiger Unterstützungszone - Snorter Bot Token im Fokus
• Ethereum-Preisprognose: Treasury-Unternehmen sind „bessere Käufe“ als ETH-ETFs – Standard Chartered