According to Odaily Planet Daily, net inflows into Ethereum ETFs exceeded $1 billion for the first time, demonstrating growing institutional confidence in the Ethereum ecosystem. BlackRock's ETHA and Fidelity's FETH led the way, attracting $640 million and $277 million, respectively. Ryan Lee, chief analyst at Bitget Research, stated that key factors driving this trend include Ethereum's central role in DeFi and Web 3, as well as the latest US CPI data, which showed a 2.8% year-on-year increase. Expectations of slowing inflation have increased the likelihood of interest rate cuts, stimulating a rally in risky assets, including cryptocurrencies.

Ryan pointed out that this isn't just a short-term boost to market sentiment; there are also structural benefits brewing. President Trump recently signed an executive order allowing cryptocurrency assets to be allocated in 401(k) retirement plans, which is expected to significantly shift capital flows in the long term. The opening of tax-advantaged accounts will provide new channels for retail and institutional investors to enter the crypto market. Meanwhile, companies like BitMine continue to increase their crypto asset allocations (currently holding 1.15 million ETH), further demonstrating the importance of crypto assets in corporate financial strategies.