Ether ETFS涌动，比特币摇摆：ETH临近是迫在眉睫吗？

以太ETF主要在流出，而比特币面对流出。这是由机构需求和供应量减少的推动的重大ETH突破的开始吗？

Ether ETFs Surge, Bitcoin Wobbles: Is an ETH Breakout Imminent?

Ether ETFS涌动，比特币摇摆：ETH临近是迫在眉睫吗？

The crypto world is buzzing! Ether ETFs are stealing the show, racking up massive inflows, while Bitcoin is seeing a bit of a pullback. Could this be the moment for Ethereum to truly shine?

加密世界正在嗡嗡作响！ Ether ETF正在窃取节目，大量流入，而比特币有点回调。这可能是以太坊真正发光的时刻吗？

Ether ETFs: The New Darling of Institutional Investors

以太ETF：机构投资者的新宠儿

Spot Ether ETFs are on a tear. They've recorded 13 consecutive days of inflows, raking in a whopping $4 billion since July 2nd, according to SoSoValue data. BlackRock’s iShares Ethereum Trust (ETHA) is leading the charge, with over $10 billion in assets. That's some serious institutional love!

斑点ETF在眼泪中。根据Sosovalue数据，他们已经连续13天记录了13天的流入，自7月2日以来的收入高达40亿美元。贝莱德（Blackrock）的iShares以太坊信托基金（ETHA）领导了这一指控，资产超过100亿美元。那是一些严肃的机构爱！

What's driving this demand? Vincent Liu, chief investment officer at Kronos Research, points to falling Bitcoin dominance and a growing appetite for ETH exposure. As liquidity deepens and macro conditions remain favorable, this trend is likely to continue.

是什么推动了这一需求？ Kronos Research首席投资官Vincent Liu指出，比特币的优势下降，对ETH曝光的需求日益增长。随着流动性加深和宏观条件仍然有利，这种趋势可能会持续下去。

Bitcoin's Brief Outflow Interlude

比特币的简短流出插曲

While Ether ETFs are soaring, Bitcoin ETFs experienced a hiccup, posting a net outflow of $67.93 million on Tuesday. This pullback followed a strong run earlier in July, with inflows exceeding $1 billion on both July 10th and 11th. Is this a sign of trouble for Bitcoin, or just a temporary breather?

尽管Ether ETF飙升，但比特币ETF经历了打ic，周二发布了6793万美元的净流出。这种回调是在7月初进行的强劲运行之后，7月10日和11日的流入量超过10亿美元。这是比特币的麻烦迹象，还是只是临时喘息的迹象？

ETH Breakout on the Horizon?

ETH突破即将到来？

Matt Hougan, chief investment officer at Bitwise, notes that Ethereum ETPs are still significantly underweight compared to Bitcoin ETPs. He predicts that companies adding ETH to their balance sheets, combined with ETP demand, could create demand for $20 billion worth of ETH over the next year. This demand could outpace supply almost sevenfold, potentially driving the price of ETH significantly higher. Moreover, technical analysis from late July 2025 suggested a bullish descending triangle forming on the 4-hour timeframe, signaling potential upward movement with a target of $4,832 if a breakout is confirmed.

Bitwise首席投资官Matt Hougan指出，与比特币ETP相比，以太坊ETP仍然体重不足。他预测，将ETH添加到资产负债表中，再加上ETP的需求，可能会在明年对价值200亿美元的ETH的需求产生需求。这种需求可能会超过几乎七倍的供应，可能会使ETH的价格明显更高。此外，从2025年7月下旬开始的技术分析表明，在4小时的时间范围内形成一个看涨的下降三角形，如果确认突破，则在目标上向上移动，目标为4,832美元。

Altcoin Season: Is It Finally Here?

Altcoin季节：终于来了吗？

The Altcoin Season Index is signaling a potential shift. While Bitcoin remains strong, altcoins like Stellar, Cardano, and Ripple have shown significant gains. This suggests that the market is starting to rotate towards altcoins, with Ethereum leading the pack.

AltCoin季节指数表明潜在的转变。尽管比特币保持强大，但诸如Stellar，Cardano和Ripple等替代币表现出了巨大的收益。这表明市场开始向Altcoins旋转，以太坊领先。

BlockDAG: A Potential Dark Horse?

阻止者：潜在的黑马？

While Ethereum and Bitcoin dominate the headlines, BlockDAG is making waves with its presale, having raised over $333.5 million. They are also launching a $2 million USDT raffle. For those looking for high-risk, high-reward opportunities, BlockDAG could be one to watch.

尽管以太坊和比特币在头条新闻中占主导地位，但Blockdag却在预售中挥舞着，筹集了超过3.335亿美元。他们还发起了200万美元的USDT抽奖活动。对于那些寻求高风险，高奖励机会的人来说，Blockdag可能是一个值得关注的人。

The Takeaway

外卖

Ether ETFs are on fire, driven by institutional demand and a potentially shrinking supply. While Bitcoin is taking a breather, the overall outlook for crypto remains bullish. Whether you're a seasoned trader or just dipping your toes in the water, now's the time to pay attention. Keep an eye on those charts, and maybe, just maybe, get ready for an ETH breakout!

以太ETF着火，受机构需求和潜在供应量的驱动。当比特币喘口气时，加密货币的总体前景仍然看涨。无论您是经验丰富的商人还是只是将脚趾浸入水中，现在是时候注意了。请密切注意这些图表，也许，也许，为ETH突破做好准备！

So, buckle up, crypto enthusiasts! It looks like things are about to get interesting. And remember, always do your own research before making any investment decisions. Now, if you'll excuse me, I'm off to check my own portfolio... maybe it's time to add a little more ETH!

因此，搭扣，加密爱好者！看起来事情将变得有趣。请记住，在做出任何投资决策之前，请始终进行自己的研究。现在，如果您能原谅我，我要去检查自己的投资组合...也许是时候添加更多的ETH了！