Ether Could See Increased Institutional Demand Amid New US Crypto Laws and Potential Staking ETFs

Key Points

1. Recent US legislative developments, such as the bipartisan Genius Act, have favored Ethereum's ecosystem, leading to a 27% surge in the ETH/BTC ratio and a decline in altcoins.

2. Ethereum supports approximately 50% of the stablecoin market capitalization (over $140 billion) and 55% of tokenized asset value, reinforcing its market dominance.

3. Institutional demand for Ether has grown, evidenced by $6 billion in CME futures volumes and $2.1 billion in inflows into Ether exchange-traded products (ETPs).

4. The introduction of Ether staking ETFs by Q3 2025 could attract $20–30 billion annually, driven by spot ETH exposure and a 3–4% yield.

5. Onchain data suggests Ether is evolving into a credible Store of Value (SoV), with institutional capital increasingly diversifying away from Bitcoin and traditional fiat holdings.