ethereum

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $17.0959 million. The Ethereum spot ETF with the highest single-day net inflow is Blackrock ETF ETHA, with a single-day net inflow of $15.3539 million. Currently, the historical total net inflow of ETHA has reached $13.299 billion.The second is 21Shares ETF TETH, with a single-day net inflow of $1.742 million. Currently, the historical total net inflow of TETH has reached $32.8813 million. As of the time of publication, the total net asset value of Ethereum spot ETFs is $17.692 billion, and the ETF net asset ratio (the market value as a percentage of the total market value of Ethereum) is 5.4%. The historical cumulative net inflow has reached $13.957 billion.

According to BBX data, yesterday global US and European listed companies disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases, with the core updates as follows:BitMine's Ethereum holdings surpassed the milestone of 6 million coins, with total assets reaching 17.2 billion USD: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 17,362 Ethereum last week, pushing its total ETH holdings to a historic high of over 6 million coins. As of September 27, 2026, its total Ethereum holdings reached 6,001,302 ETH (approximately 4.9% of the total Ethereum supply). Since launching its ETH treasury strategy on June 30, 2025, the company has achieved continuous weekly increases in less than 15 months. Currently, the total value of cryptocurrencies, cash, and other investments held by BitMine is approximately 17.2 billion USD (including 672 million USD in cash and securities, 213 BTC, 180 million USD in Beast Industries equity, and a 115 million USD investment in Eightco Holdings). The staked Ethereum remains at 5,067,309 coins (84% of total holdings), corresponding to a value of approximately 13.7 billion USD, with an annualized staking yield of about 358 million USD.Strategy (NASDAQ: $MSTR) spent 142.7 million USD to buy 1,665 BTC, holding a total of 847,000 coins: According to the latest 8-K filing submitted by Strategy, the company purchased 1,665 Bitcoin at an average price of approximately 85,681 USD from September 21 to 27, totaling about 142.7 million USD. During the same period, the company sold 1,469,200 shares of MSTR common stock through its ATM program, raising approximately 246.2 million USD (of which 142.7 million USD was used to purchase Bitcoin and 103.5 million USD for repurchasing STRC preferred stock); additionally, it used 151.7 million USD to repurchase 1,534,500 shares of STRC preferred stock (including 103.5 million USD from ATM fundraising and 48.1 million USD in USD cash), leaving a remaining repurchase capacity of approximately 723.5 million USD. As of September 27, Strategy has accumulated 847,666 Bitcoin (with a total holding cost of approximately 63.95 billion USD, at an average price of approximately 75,437 USD), with a USD Reserve balance of 5.02 billion USD and a USD Cash balance of 1 billion USD.Strive (NASDAQ: $ASST) increased its holdings by 1,107 Bitcoin, raising total holdings to 27,462 coins: According to the 8-K filing submitted to the SEC, Strive purchased 1,107 Bitcoin at an average price of approximately 85,396 USD from September 21 to 25. As of September 25, Strive's total Bitcoin holdings reached 27,462 BTC. Additionally, its balance sheet holds 505,000 shares of Strategy STRC preferred stock (fair value approximately 49.76 million USD) and approximately 248.8 million USD in cash reserves.DeFi Development Corp (NASDAQ: $DFDV) increased its holdings by over 47,000 SOL, surpassing 2.53 million coins: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 47,706 SOL and SOL equivalents from September 21 to 25. As of September 25, its total holdings reached 2,538,010 coins, representing a week-on-week growth of approximately 2%, continuously generating yield and liquidity deployment on-chain through staking and validating node networks.Capital B completed ATM fundraising, spending 970,000 Euros to increase holdings by 13 BTC: French Bitcoin treasury listed company Capital B (Euronext: $ALCAP) announced that it completed fundraising through an ATM equity financing plan signed with the well-known asset management firm TOBAM at a price of 5.68 Euros per share (approximately 6.44 USD), raising approximately 980,000 Euros (about 1.11 million USD). The company subsequently used approximately 970,000 Euros (about 1.1 million USD) in full to increase its holdings by 13 Bitcoin in the secondary market.

According to Catcher Predict monitoring, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $2,600" has experienced significant fluctuations in winning probability, soaring from 31.5% an hour ago to the current 47% (a fluctuation of 15.5%). Please note the impact of related breaking news.

Ethereum co-founder Vitalik Buterin released the plan for "The Computer of the Crypto World," stating that the Hegota fork scheduled for next year may be Ethereum's last "regular" fork, with subsequent upgrades introducing recursive STARK, automated formal verification, optimized consensus, and quantum security capabilities.He indicated that Ethereum will transition from a blockchain to a hybrid architecture that integrates modern cryptography. This roadmap aims to shorten transaction finality to 8 to 32 seconds, significantly reduced from the current approximately 200 seconds with 12 confirmations, and will adjust verification, consensus, and block construction mechanisms through PeerDAS, SNARK, and FOCIL.

Onchain Lens reported that BlackRock has withdrawn approximately $126.95 million in crypto assets from Coinbase Prime in the past 40 minutes.This includes about 1,150 Bitcoins, worth approximately $95.43 million, and about 11,840 Ethereums, worth approximately $31.52 million.

According to SolanaFloor data, Solana's application revenue reached 49.9 million dollars last week, the highest weekly revenue since mid-2025, which is 2.6 times that of Hyperliquid and 3.9 times that of Ethereum.

Binance Chinese posted on platform X that the Binance wallet now supports using USDT to pay for Gas fees, covering BNB Smart Chain, Ethereum, Solana, and Tron, with plans to support more public chain networks in the future.

According to SoSoValue data, last week's trading day saw a net inflow of $690 million into Ethereum spot ETFs. The Ethereum spot ETF with the highest net inflow last week was Blackrock ETF ETHA, with a weekly net inflow of $326 million, bringing ETHA's historical total net inflow to $13.28 billion.Following that was Fidelity ETF FETH, with a weekly net inflow of $174 million, and FETH's historical total net inflow currently stands at $2.42 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $17.78 billion, with an ETF net asset ratio (the market value as a percentage of Ethereum's total market value) reaching 5.42%, and the historical cumulative net inflow has reached $13.94 billion.

According to CoinDesk, Ethereum co-founder Vitalik Buterin has released a long-term roadmap, referred to as Streamlining Ethereum. The vision proposes that by 2030, Ethereum will surpass a mere blockchain ledger and plans to completely restructure the protocol in the next three to four years.The transformation includes expanding transaction throughput by approximately 1000 times, introducing zero-knowledge proofs to enhance privacy and combat quantum computing threats. By 2030, the network is expected to accommodate 2TB of traditional dynamic state data, along with an additional 100TB of new scalable storage, to achieve underlying state separation and optimization. The vision also aims to establish Ethereum as an infrastructure driven by cryptographic validation, with applications extending from finance to social systems. Most developers support this plan, although some voices believe the implementation timeline is somewhat delayed.

Tom Lee, Chairman of Bitmine, stated that artificial intelligence and the cryptocurrency industry are gradually merging, with tokenization and AI agents likely becoming the two main driving forces of the next cryptocurrency market cycle.Tom Lee mentioned that BlackRock expects more assets to be tokenized, and financial settlement infrastructure is increasingly being built on cryptocurrency networks. Some fintech companies, such as Revolut, have already begun to build related businesses based on Ethereum. He also stated that AI is driving the formation of the digital economy, while cryptocurrencies provide the digital currency and blockchain infrastructure needed to support this economic system.

Vitalik posted on the X platform, stating that he attempted to briefly explain the true meaning of the plans for Ethereum that forked after Hegota. Ethereum is no longer just a blockchain; it is a hybrid architecture that combines blockchain with modern cryptography, enabling more powerful features.Related plans include FOCIL, EIP-8288, streamlined consensus, state management, formal verification, memory pool improvements with privacy features, and long-term obfuscation techniques.

Ethereum co-founder Vitalik Buterin stated that PeerDAS has been running stably for nearly a year with virtually no issues, which is an "underappreciated achievement" by Ethereum client developers.Vitalik mentioned that PeerDAS is a complex task and is the first large-scale blockchain system case to achieve "consensus on data availability without any single node downloading the complete block," realizing decentralized consensus without the need for complete data replication.

According to SoSoValue data, yesterday (Eastern Time September 25), the total net inflow of Ethereum spot ETFs was $86.9469 million.The Ethereum spot ETF with the highest net inflow yesterday was Blackrock ETF ETHA, with a net inflow of $50.3701 million. Currently, the historical total net inflow of ETHA has reached $13.284 billion.Following that was Blackrock Staked ETH ETF ETHB, with a net inflow of $31.8845 million. Currently, the historical total net inflow of ETHB has reached $885 million.As of the time of writing, the total net asset value of Ethereum spot ETFs is $17.779 billion, and the ETF net asset ratio (market value as a percentage of Ethereum's total market value) is 5.42%. The historical cumulative net inflow has reached $13.940 billion.

Vitalik posted on the X platform stating that synchronizing an Ethereum node now takes only half a day at the fastest, with aggressive settings allowing disk space usage to be below 0.5 TB.EIP-4444 and the client teams' optimizations for snapshot synchronization have significantly improved the synchronization situation. Glamsterdam will further enhance node synchronization, for example, the new synchronization protocol of Nimbus will adopt relevant improvements.

According to SoSoValue data, yesterday (Eastern Time September 24) the total net inflow of Ethereum spot ETFs was $66.0113 million.The Ethereum spot ETF with the highest net inflow yesterday was Blackrock ETF ETHA, with a net inflow of $26.8060 million. Currently, the historical total net inflow of ETHA has reached $13.233 billion.Following that was Fidelity ETF FETH, with a net inflow of $21.4535 million. Currently, the historical total net inflow of FETH has reached $2.416 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $17.695 billion, with an ETF net asset ratio (market value compared to the total market value of Ethereum) of 5.39%. The historical cumulative net inflow has reached $13.853 billion.

According to CoinDesk, asset management company ARK Invest announced a partnership with tokenization platform Securitize to tokenize its ARK Venture Fund (ARKVX), initially issuing it on Ethereum, with potential expansion to other blockchains in the future. The fund invests in private and public companies, with holdings including OpenAI, Anthropic, Stripe, and Databricks. ARK founder and CEO Cathie Wood stated that bringing the ARK Venture Fund on-chain is a natural extension of its mission to democratize investment in disruptive innovation.Securitize CEO Carlos Domingo stated that this move provides investors with diversified exposure to popular private tech companies, allowing them to hold both OpenAI and Anthropic simultaneously if they are uncertain about which will win the AI race. He also noted that tokenization does not put these companies or their shares on-chain; instead, investors receive an on-chain representation of the fund's equity, while the underlying assets remain private, but user investments are liquid. Securitize also plans to provide daily net asset values and support on-chain market trading of fund equity.This collaboration builds on the existing relationship between the two parties, as ARK made a strategic investment in Securitize last year. Currently, Wall Street asset management companies are accelerating the introduction of traditional financial products to the blockchain, with early attempts like BlackRock's BUIDL and Franklin Templeton's BENJI fund primarily focused on U.S. Treasury and money market products, now expanding into stocks and private markets.

Tom Lee, the chairman of the Ethereum treasury company BitMine, stated that cryptocurrency concept stocks have led the way in the third quarter, viewing this as a signal for the start of a bull market. This cycle is different from the past ones driven by ICOs, NFTs, meme coins, and stablecoins, as it now includes tokenization, AI, and a more favorable regulatory environment, with broader participation in funding.After years of consolidation, the market may welcome a clearer breakthrough, with upward potential possibly exceeding previous cycles. Tom Lee also expressed optimism for Ethereum, believing it will strengthen due to Wall Street's tokenization implementation, and thinks ETH has a chance to challenge its previous high within the year.

According to Catcher Predict monitoring, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $2,600" experienced a sharp fluctuation in winning probability, soaring from 72.5% an hour ago to the current 88% (a fluctuation of 15.5%). Please note the impact of related breaking news.