Bakit Tumaas ang Ethereum ng 45% sa 30 Araw?

Ethereum’s 45% Price Jump Explained

Ethereumtumaas ang presyo ng humigit-kumulang 45% sa nakaraang buwan, mula sa humigit-kumulang $2,900 sa unang bahagi ng Hulyo hanggang sa mahigit $4,300 hanggang Agosto 11, 2025, bawat CoinMarketCap. Ang pangalawang pinakamalaking cryptocurrency ay pinalakas ng isang halo ng mga institutional inflows, technical upgrades, at paborableng macroeconomic news.

Mula noong Agosto 12, ETH trades around $4,260—up more than 16% in the past week alone—leaving investors wondering whether this rally is sustainable or m a sharp rebound from oversold conditions.

Pera ng Institusyon na Nagtutulak sa Rally

One of the clearest drivers of Ethereum’s surge has been heavy institutional buying. Exchange-traded funds (ETFs) linked to Ethereum have seen substantial inflows, attracting $8.7 billion in their first full year. On August 12 alone, Ethereum mga spot ETF nagtala ng $1.02 bilyon sa mga net inflow, na lumilikha ng pare-parehong pressure sa pagbili sa bukas na merkado.

On-chain analytics mula sa EmberCN indicate that between July 10 and August 10, more than 1.035 million ETH (worth around $4.17 billion) was accumulated by large buyers. These addresses are likely linked to institutions or US-based public companies building ETH reserves, with purchases occurring through platforms such as Kraken, FalconX, Galaxy Digital, Binance, and Coinbase.

Kapansin-pansin, SharpLink Gaming ay nagpapalawak nito Ethereum treasury aggressively, targeting up to $5 billion in holdings. The average acquisition price for these recent institutional purchases is around $3,546—well below the current price.

Mga Teknikal na Pag-upgrade na Nagpapanumbalik ng Kumpiyansa

Ethereum’s May 7 Pectra hard fork lumilitaw na nagkaroon ng pinabuting damdamin sa parehong retail at institutional na mga manlalaro. Kasama sa pag-upgrade ng network na ito ang:

• Itinaas ang validator cap, na nagpapataas ng potensyal na ani ng staking.
• Nabawasan ang pagkasumpungin ng gas fee, na ginagawang mas predictable ang mga transaksyon.
• Paghahanda para sa mga upgrade sa kahusayan sa hinaharap, na tinitiyak ang mas maayos na pag-scale sa mga susunod na taon.

Ang Ethereum Foundation has also launched a security initiative to harden the network against potential threats, reinforcing its position as a secure settlement layer for decentralized applications and Layer-2 (L2) solutions.

L2 networks—such as arbitrasyon, Pag-asa sa mabuting ibubunga, and Base—are now handling roughly 10 times as many operations per second as Ethereum’s mainnet. These solutions settle back to Ethereum, expanding throughput without compromising security. This scaling strategy, once debated, is now proving effective in reducing mainnet congestion.

Pinapatahimik ng Governance Shift ang Pagkabalisa ng Market

Earlier this year, some community members proposed creating a second Ethereum foundation, arguing that the current one was too academic and not market-focused. While this could have triggered governance uncertainty, it instead pushed leadership to address market concerns more directly.

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By signaling a willingness to adapt and focus on Ethereum’s economic value, the Ethereum Foundation has helped restore investor confidence, turning a potential crisis into a positive shift in governance approach.

Macro at Regulatory Tailwinds

Beyond crypto-specific developments, Ethereum has benefited from broader market conditions:

• 401(k) pagsasama para sa mga cryptocurrencies: Ang isang kamakailang utos ng nakatataas na nilagdaan ni Pangulong Donald Trump ay nagpapahintulot sa mga cryptocurrencies sa mga retirement account, na posibleng mag-unlock ng mga bagong mapagkukunan ng pangmatagalang kapital.
• Pananaw sa patakaran ng Federal Reserve: Inaasahan ng mga merkado ang pagbabawas ng interes sa Setyembre, kasunod ng nominasyon ni Stephen Miran sa Lupon ng mga Gobernador ng Fed. Ang mas mababang mga rate ng interes sa pangkalahatan ay ginagawang mas kaakit-akit ang mga asset ng panganib tulad ng crypto.

These factors have helped Ethereum recover against Bitcoin after a difficult start to the year. Since bottoming at a 0.018 ETH/BTC ratio in April, Ethereum has gained around 90% against Bitcoin, although it remains below its November 2021 all-time high of $4,867.

Mga Kapansin-pansing Paggalaw sa Market

BitMEX co-founder Arthur Hayes drew attention after selling 2,373 ETH at $3,507 and then buying back at higher prices—around $4,150—using $10.5 million in USDC. While small compared to institutional flows, such high-profile trades can influence sentiment, especially on crypto social media platforms.

Pangmatagalang Demand Driver

Ethereum’s rally has been supported by three structural demand engines running in parallel:

1. Institusyonal na akumulasyon: Large treasuries and ETFs are locking up significant ETH panustos
2. Pag-scale sa pamamagitan ng mga solusyon sa L2: Ang mas mataas na throughput na walang mga trade-off sa seguridad ay nagpapataas ng utility ng network.
3. Mas malinaw na pamamahala at roadmap: Ang pagtuon sa pamumuno sa parehong teknikal na kahusayan at pang-ekonomiyang halaga ay nagbibigay-katiyakan sa mga pangmatagalang may hawak.

If these trends continue, Ethereum could maintain elevated demand levels, even if short-term volatility persists.

FAQs

1. Bakit mayroon Ethereum risen by 45% in a month?
   Ethereum’s rally has been driven by ETF inflows, institutional accumulation, technical upgrades from the Pectra hard fork, and favorable macroeconomic shifts.

2. Are institutions buying Ethereum?
   Yes. On-chain data shows over 1 million ETH worth $4.17 billion was purchased by large buyers—likely institutions—between July 10 and August 10, 2025.

3. How do Layer-2 solutions impact Ethereum’s price?
   Layer-2 networks increase Ethereum’s transaction capacity without compromising security, making the network more efficient and attractive for users and developers.

Konklusyon

Ethereum’s 45% rise over the past month is the result of converging forces: strong institutional buying, effective network upgrades, improved governance focus, and supportive macroeconomic conditions. While the asset remains below its all-time high, the combination of staking incentives, L2 scaling adoption, and treasury accumulation suggests that Ethereum’s market position is more robust than earlier in 2025.

Mga Mapagkukunan:

1. Ethereum Aksyon Presyo: https://coinmarketcap.com/currencies/ethereum/

2. Ethereum Spot ETF Data: https://sosovalue.com/assets/etf/us-eth-spot

3. Data ng Pectra Mainnet: https://pectrified.com/mainnet

4. Ang executive order ni Doanld Trump na nagpapahintulot sa mga cryptocurrencies sa mga retirement account: https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-democratizes-access-to-alternative-assets-for-401k-investors/