MARKET ANALYSIS | $ETH Out-Performs $BTC in July 2025 – Its Strongest Monthly Performance Since 2021

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Ethereum (ETH) just posted its biggest monthly gain in three years, closing July 2025 up over 15% – a rally that’s sparked fresh comparisons to high-growth tech stocks of the 1990s.

Starting the month around $3,300, $ETH ended July 2025 near $3,800 – marking its best monthly close since March 2025 and significantly outperforming Bitcoin’s 5.3% gain over the same period.

What’s Fueling Ethereum’s Momentum?

Much of the bullish sentiment is being driven by optimism around Ethereum spot ETFs in the U.S., which analysts say could unlock billions in institutional capital.

While ETH ETFs were approved in May 2025, trading is yet to begin – but SEC filings suggest listing could commence as early as Q3 2025, giving markets a clear narrative to rally around.

Firms like BlackRock, Fidelity, and VanEck have been actively preparing for ETF launches, with updated S-1 forms filed throughout July 2025. This continued regulatory progress has reinforced Ethereum’s legitimacy in the eyes of institutional investors – a factor increasingly priced into the market.

ETF Anticipation Drives Demand

Crypto market watchers point to historical parallels with Bitcoin’s own ETF-fueled surge earlier in 2024.

Ethereum appears to be entering a similar phase, with inflows beginning to front-run the actual launch. Derivatives markets also saw heightened activity, with ETH options and futures volumes spiking on CME and other platforms.

This ETF narrative has helped rekindle interest from large-cap investors who had remained cautious through Ethereum’s slower periods of 2023–2024.

Ethereum Outpaces Bitcoin in July 2025

July 2025 performance saw ETH not only outperform BTC, but also return to levels last seen during the early 2024 bull market. The ratio of ETH to BTC rose throughout the month, indicating relative strength – a rare dynamic in recent cycles where Bitcoin has mostly dominated.

With spot ETF trading expected to begin soon, and Ethereum’s role in tokenization, DeFi, and stablecoins expanding, ETH is re-asserting itself as the most versatile crypto asset with institutional upside.

Stay tuned to BitKE for deeper insights into the crypto space.

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ETH-4.96%
BTC-1.51%
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