Ethereum News: Ethereum ETFs Surge to $13.7B as Corporate Treasuries Accelerate ETH Adoption

Key Takeaways:Ether ETFs have grown 44% in August, climbing from $9.5B to $13.7B in assets under management (AUM).Corporations now hold 4.4M ETH ($19.2B) in treasury reserves, signaling growing institutional adoption.Analysts say Ethereum is entering a “critical inflection point” with upcoming upgrades and rising Layer-2 activity.Ether spot exchange-traded funds (ETFs) have seen record inflows this month, with assets under management (AUM) rising 44% from $9.5 billion on August 1 to $13.7 billion by August 28, according to SoSoValue. The surge underscores a strong revival of institutional demand for Ethereum ETH $4,390, aided by corporate treasury adoption.Fabian Dori, Chief Investment Officer at Sygnum, said Ethereum’s renewed momentum follows “an extended period of underperformance relative to Bitcoin” and reflects investor recognition of Ethereum’s adoption rate and long-term value proposition.Corporate Treasuries Fueling Ethereum DemandWhile Bitcoin remains the dominant asset for corporate treasuries, Ether is rapidly catching up. Data from StrategicETHReserve shows companies now hold 4.4 million ETH — about 3.7% of total supply — worth $19.18 billion.Standard Chartered’s global head of digital assets research, Geoffrey Kendrick, emphasized the staying power of this demand:“Treasury companies are a massive buyer. They won’t sell. So, yes, the impact will stay.”Analysts also credit regulatory clarity, particularly the Genius Act, for giving traditional investors the confidence to integrate Ethereum into treasury strategies.Ethereum’s Roadmap at a “Critical Inflection Point”Bitfinex analysts say Ethereum’s ecosystem is approaching a decisive period. Upcoming upgrades like the Fusaka hard fork on Nov. 5, which will implement PeerDAS for improved scalability and data availability, are expected to enhance Ethereum’s role as a global settlement layer.Additional drivers include the rise of EigenLayer restaking and increasing Layer-2 rollup activity, which are generating meaningful protocol revenues and bringing developer attention back to Ethereum.“Ethereum’s roadmap is entering a critical inflection point,” Bitfinex analysts noted, adding that these upgrades will strengthen Ethereum’s competitiveness in institutional adoption.Revenue Still Lagging Behind GrowthDespite surging ETF inflows and corporate treasury adoption, Ethereum’s fee revenue remains relatively modest. In the past 30 days, Ethereum generated $41.9 million in fees — far below Tron’s $433.9 million over the same period.Still, investors remain optimistic. Supported by ETF and treasury demand, ETH’s price climbed nearly 27% in August, rising from $3,406 at the start of the month to $4,316 by August 30, according to Cointelegraph Markets Pro.