After months of underperformance, Ethereum is back in the spotlight. In his latest video, Guy from Coin Bureau breaks down the recent developments that have reignited investor interest and explains why ETH could have a strong run in 2025. Here are the key takeaways:
1. ETH Sentiment Has Shifted
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Earlier this year, Ethereum was lagging behind Bitcoin and the broader market.
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Today, ETH is leading the altcoin rally and gaining momentum fast.
2. Major Network Upgrades
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The Pectra upgrade (May 2025) introduced key improvements like smart wallets and better validator tools.
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Two more upgrades are planned: Fusaka (targeted for November) and Glamsterdam (focused on gas efficiency).
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These upgrades aim to enhance scalability, user experience, and overall network performance.
3. Stronger Institutional Support
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The Ethereum Foundation improved transparency and changed how it manages funds, moving away from large ETH sell-offs.
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It now borrows from DeFi protocols instead of selling ETH directly.
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Spot ETH ETFs are gaining traction, and issuers are pushing for staking options — a potential game-changer.
4. ETH vs. Bitcoin and Solana
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ETH had been losing ground to BTC since 2022 but began reversing that trend in May 2025.
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ETH has also outperformed Solana in recent months, regaining strength across major pairs.
5. Vitalik’s Long-Term Vision
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Vitalik Buterin is focused on privacy, scalability, and long-term protocol improvements.
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Innovations like smart wallets and data availability sampling aim to futureproof Ethereum.
6. Growing On-Chain Activity
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Ethereum remains the leader in DeFi and stablecoin issuance.
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Despite concerns over fragmented liquidity due to layer 2s, ETH is still in high demand as collateral and a trading pair.
7. Security Concerns & Fixes
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Smart wallets introduce a new security risk via message signature attacks.
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The Ethereum Foundation launched the “Trillion Dollar Security Initiative” to address these vulnerabilities.
8. Price Outlook
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Price predictions vary:
Key Highlights:-
Standard Chartered: $4,000 (revised down)
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Benjamin Cowen: $5,700 to $7,500
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Others: Up to $10,000, which many see as a key psychological level
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Institutional ETH adoption (e.g. Sharplink, Bitmine, Bit Digital) is adding significant demand pressure.
Conclusion
With major upgrades, increasing institutional support, and rising DeFi activity, Ethereum looks poised for further growth. If spot ETH ETFs gain staking approval, it could provide the next major catalyst. While risks remain, Guy believes this rally may just be getting started.
