TokenPost
Hello. This is TokenPost. On July 31, 2025, at 4 PM, we will take an in-depth look at the latest trends in the cryptocurrency market and the news you should pay attention to. Let's first quickly review the current market situation. As of 4 PM, major cryptocurrencies are showing a slightly mixed trend. BTC is up 0.34% from yesterday, trading around $118,683. ETH has risen 1.24% to record $3,872. Meanwhile, XRP has only slightly increased by 0.23%, and SOL has dropped by 0.40%.
Host
Yes, that's right. The total market capitalization is around $3.9 trillion, with no significant changes, but looking inside, there are some interesting movements. Bitcoin's market share has slightly decreased to 60.6%, while Ethereum's share has increased to 12%. What's interesting here is that the derivatives trading volume has increased by more than 9% compared to yesterday. The fact that derivatives trading such as futures and options is occurring can be read as a signal that there are active predictions or preparations for short-term volatility. It suggests that market participants are preparing for something.
TokenPost
Yes, indeed. Today, we particularly focused on the data showing that institutional investors' Ethereum (ETH) holdings have significantly increased. The scale of Ethereum held strategically by institutions has exceeded $10 billion (about 14 trillion won) for the first time. This is approximately 2.26% of the total Ethereum supply. How should we interpret this phenomenon?
Host
Yes, what's really interesting here is BlackRock's Ethereum ETF, with the ticker ETHA
TokenPost
The fact is that it alone holds about $1.13 billion, which accounts for 2.46% of the total supply. Wait a minute, does this mean that BlackRock's ETF alone is more than the total institutional holdings estimate of $10 billion we just mentioned?
Host
Ah, yes, this could be due to differences in aggregation methods. Or it could be showing the overwhelming scale of BlackRock's market entry. The important thing is that this goes beyond simple investment. Institutions are viewing Ethereum as a long-term core strategic asset and are securing it on a large scale. This is a strong signal, and it will certainly influence the previously mentioned Ethereum price increase and market share growth.
TokenPost
I see. This can be interpreted to mean that there are more institutions betting on the value of Ethereum itself, not just following market trends. Oh, a question comes to mind. Do you think, like many others, the reason institutions are investing so heavily in Ethereum is simply for portfolio diversification? Or is it due to a deeper, long-term conviction about Ethereum's technological foundation, such as DeFi or smart contracts?
Host
That's a very important question.
TokenPost
Yes, currently, both aspects are at work
Host
We should see it as being utilized. Portfolio diversification is of course basic, and in addition, there's an expectation about the potential of the Ethereum ecosystem, particularly its value as a core infrastructure leading the Web3 era. And with this institutional interest in Ethereum, an important movement was also detected on the Bitcoin side of the market, namely the trend of Bitcoin whales.
TokenPost
That's right. We should continue to pay attention to the movements of Bitcoin whales. What news do you have?
Host
Yes, over the past 4 months, these whales have additionally accumulated over 218,000 Bitcoins. They hold more than 68% of the total Bitcoin supply, so their quiet accumulation can be seen as evidence of solid demand underlying the market. In a way, it's interesting to see institutions focusing on Ethereum and whales focusing on Bitcoin.
TokenPost
Ah, institutions and whales are showing their market confidence in their own ways. Are there any other notable trends?
Host
Among national-level movements, the actions of the Bolivian Central Bank are noteworthy. A country that previously banned cryptocurrency trading is now evaluating cryptocurrencies as a trustworthy alternative to fiat currency and is strengthening cooperation with El Salvador. This goes beyond just a policy change of a specific country and could be part of a broader trend of seeking alternatives to the existing financial system. Additionally, there were forecasts that Ethereum-based dApp activity will continue to grow despite intensifying competition. There were also news about BitMax adding additional Bitcoin purchases on the domestic exchange and the Financial Supervisory Service launching an investment fraud prevention campaign. Synthesizing the materials we've looked at today, institutional investors are strategically stockpiling Ethereum, and Bitcoin whales continue to accumulate steadily. We can raise the question of what to do with this information.
Host
Is this simply a difference in asset allocation strategies? Or does it reflect fundamentally different perspectives on the future roles and intrinsic values of these two core digital assets? What possibilities do you see in this trend? It would be good to think about it for a moment.
TokenPost
Yes, this is all we have prepared for today. This was TokenPost.
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