Ethereum’s (ETH) 50% surge over 30 days has triggered extreme social media hype, with Santiment warning it could signal a short‑term price pullback despite ongoing bullish fundamentals.Key TakeawaysEthereum social mentions hit “extreme euphoria” levels, often a red flag for price corrections.ETH has surged 51.8% in 30 days, now trading near $3,767.Treasury adoption from major companies could offset short‑term risks and fuel long‑term growth.Analysts warn that “crowded trades” often precede price pullbacks, but market frothiness remains below peak levels.Ethereum’s Rally Sparks “Warning Signs”Ethereum’s 50% rally in the past month has drawn unprecedented social media attention, raising concerns that ETH may be overheated.On‑chain analytics platform Santiment warned that Ethereum’s social dominance has spiked to “extreme euphoria”, a level that historically precedes corrections.“When social dominance of a cryptocurrency spikes to unusually high levels, it suggests the asset is over‑hyped and the trade is becoming crowded,” Santiment wrote.ETH is trading at $3,767, up 51.84% in the past 30 days, according to Nansen.Could This Rally Still Have Legs?While Santiment flagged the risk of a short‑term pullback, the firm also noted the rally may not be over:Memecoin dominance remains low, suggesting the market has not yet reached “peak speculation.”Treasury adoption from companies like SharpLink Gaming and Bitmine Immersion Technologies is creating a “Michael Saylor for Ether” narrative, pointing to long‑term bullish potential.“There’s not a lot of supply of ETH, and so I think ETH probably has a chance to outperform Bitcoin in the next three to six months,” said Galaxy Digital CEO Michael Novogratz.Broader Context: Bitcoin Faces Similar SignalsSantiment also issued a similar warning for Bitcoin (BTC), which saw nearly 50% of all crypto social mentions last week as BTC hit an all‑time high of $123,100.Analyst Brian Quinlivan explained that such historic spikes in social chatter often indicate local tops and set the stage for short‑term pullbacks.Short-term: Extreme hype may bring ETH volatility and a possible correction.Long-term: Corporate adoption and treasury allocations could keep Ethereum’s bullish structure intact, with analysts eyeing targets as high as $9,000, according to Cointelegraph.

Spot Ether ETFs recorded $453 million in inflows on Friday, led by BlackRock’s ETHA, pushing total assets to $20.66B and extending their inflow streak to 16 days.Key Takeaways$453M poured into spot Ether ETFs on Friday, extending inflows to 16 straight days.BlackRock’s iShares Ethereum Trust (ETHA) led with $440M, now holding $10.69B AUM.Total net assets across Ether ETFs hit $20.66B, representing 4.64% of ETH’s market cap.Spot Bitcoin ETFs added $130M after midweek outflows, bringing cumulative inflows to $54.82B.Ether ETFs Hit $9.33B Cumulative InflowsSpot Ethereum ETFs continue to dominate flows, pulling in $452.72 million on Friday, according to SoSoValue. The streak now stands at 16 consecutive trading days of inflows, with total cumulative inflows since launch reaching $9.33 billion.BlackRock’s ETHA: $440.10M inflows (now $10.69B AUM)Bitwise ETHW: $9.95M inflowsFidelity FETH: $7.30M inflowsGrayscale ETHE: ‑$23.49M outflows (largest cumulative loss: $4.29B)Ether ETF total net assets climbed to $20.66 billion, equal to 4.64% of ETH’s market cap.Why Investors Are Pouring Into ETHThe streak — peaking with $726.74M in a single day on July 16 — reflects rising institutional demand for Ethereum’s:DeFi leadershipStaking rewardsSmart contract adoptionMatt Hougan, CIO at Bitwise, noted on X that ETH ETF demand could hit $20B in the next year, equivalent to 5.33 million ETH at today’s prices. With Ethereum expected to issue only 0.8M ETH in that time, demand could outpace supply nearly sevenfold.Bitcoin ETFs Rebound With $130MSpot Bitcoin ETFs saw a $130.69M net inflow Friday after a volatile week marked by three straight outflow days (totaling over $285M).Cumulative BTC ETF inflows: $54.82BTotal BTC ETF AUM: $151.45BDespite midweek turbulence, July has featured standout sessions, including $1.18B (July 10) and $1.03B (July 11) in single‑day inflows.

Barclays analysts say U.S. dollar selling will likely moderate during month-end portfolio rebalancing, as strong economic data offsets political rate-cut pressure on Powell.Key TakeawaysDollar sell-off seen as mild during month-end rebalancing.High core inflation and resilient U.S. economy supported the greenback in early July.Trump’s pressure on Powell for rate cuts weighed on the dollar’s momentum.Dollar Outlook Into Month-EndAccording to Jinshi Data, Barclays analysts expect U.S. dollar selling pressure to moderate at the end of July as portfolio managers rebalance their holdings.In the first half of July, the dollar gained support from:High core inflation readingsStrong economic activity dataA resilient U.S. labor marketThese factors provided fundamental backing for the greenback.Political Pressure vs. Economic SupportDespite the dollar’s early strength, President Trump’s pressure on Fed Chair Jerome Powell to cut rates has offset some gains.Barclays noted that the positive momentum in U.S. equities has persisted, while U.S. bonds underperformed — a key metric the bank uses to assess potential investor demand for hedging currency risk.

According to Foresight News, Michael Saylor announced that Strategy has increased the issuance size of its Stretch Perpetual Preferred Stock (STRC) from $500 million to a massive $2.521 billion.

Eric Trump expressed support for Ethereum (ETH), amplifying an analyst’s view that global liquidity trends could drive ETH’s price above $8,000.Key TakeawaysEric Trump signals support for Ethereum’s upside potential.Retweeted analyst claims ETH is undervalued and could reach $8,000.Global liquidity trends cited as a major driver for Ethereum’s next rally.Eric Trump Endorses Bullish ETH OutlookEric Trump has weighed in on the crypto market conversation, signaling his support for Ethereum (ETH) on social platforms. According to ChainCatcher, Trump retweeted a cryptocurrency analyst’s post claiming that ETH is currently undervalued and that global liquidity expansion could drive its price to $8,000 or more.Analyst: Global Liquidity Could Power ETH RallyThe unnamed analyst cited by Trump argued that the increasing flow of global liquidity — fueled by monetary easing and capital inflows into crypto markets — creates “a strong setup for Ethereum to surge far beyond current levels.”

U.S. President Donald Trump suggested Federal Reserve Chair Jerome Powell could be preparing to cut interest rates, sparking market speculation about the Fed’s next move.Key TakeawaysTrump signals Powell may be open to cutting rates in upcoming meetings.Comments add fuel to market speculation on U.S. monetary policy shifts.Investors await Fed’s July and September meetings for confirmation.Trump Suggests Rate Cut May Be ComingOn July 25, U.S. President Donald Trump hinted that Federal Reserve Chair Jerome Powell “gave the impression” he might be ready to cut interest rates.The remark, reported by BlockBeats, comes amid growing pressure on the Fed to adjust policy as economic data softens and political pressure mounts ahead of the election cycle. 

Intel shares tumbled 8.1% on July 25 after the chipmaker projected steeper Q3 losses and announced workforce reductions to cut costs.Key TakeawaysIntel stock (INTC.O) fell 8.1% in early U.S. trading on July 25.The company expects Q3 losses to widen beyond previous estimates.Layoffs are planned as part of a cost‑cutting strategy.Broader markets were stable: Dow Jones +0.14%, S&P 500 +0.14%, Nasdaq +0.02%.Intel Warns of Tough Quarter AheadIntel’s stock price slid 8.1% after the semiconductor giant signaled that its third‑quarter losses would be worse than expected.Alongside its warning, Intel confirmed plans to lay off employees in a bid to manage expenses amid a challenging demand environment.Market ContextWhile Intel plunged, major U.S. indexes opened slightly higher:Dow Jones Industrial Average: +0.14%S&P 500: +0.14%Nasdaq Composite: +0.02%

According to BlockBeats, spot gold prices slid more than 1% during trading on July 25, reaching $3,334.20 per ounce.The move reflects renewed market volatility as investors reassess global interest rate outlooks and the impact of a firming U.S. dollar on safe‑haven demand.

Ethereum’s net supply grew by 17,333 ETH over the past seven days, with a total supply now at 120.9 million ETH and an annualized growth rate of 0.75%, per Ultrasound.money data.Key TakeawaysEthereum’s net supply increased by 17,333 ETH in the past 7 days.A total of 18,600 ETH was issued, while 1,266.6 ETH was burned.Ethereum’s total supply now stands at 120,927,828 ETH with a 0.748% annualized growth rate.Ethereum’s Supply Growth SlowsAccording to BlockBeats citing Ultrasound.money data, Ethereum’s net supply increased by 17,333 ETH over the last seven days (as of July 25).The issuance totaled 18,600 ETH, offset by the burning of 1,266.6 ETH via Ethereum’s fee burn mechanism introduced in EIP-1559.Ethereum Total Supply Nears 121MEthereum’s total supply now sits at 120,927,828 ETH, with the annualized growth rate currently estimated at 0.748%.The data highlights a cooling burn rate, which could influence long-term ETH supply dynamics and market perception around Ethereum’s “ultrasound money” narrative. 

A Reuters poll shows most analysts expect the Colombian central bank to lower interest rates by 25 basis points to 9% in July, with markets watching for signals on future monetary easing.Key Takeaways16 out of 20 analysts surveyed by Reuters predict a 25 bps rate cut to 9% this month.1 analyst sees a 50 bps cut, while 3 expect rates to stay unchanged at 9.25%.The decision will signal how aggressively Colombia’s central bank is prepared to ease monetary policy.Majority of Analysts Expect July Rate CutAccording to Jinshi Data, a Reuters poll indicates that the Colombian central bank is likely to cut its benchmark interest rate by 25 basis points to 9% in July.Of the 20 analysts surveyed, 16 expect a 25 bps cut, one forecasts a deeper 50 bps cut, while three believe rates will remain at 9.25%.Markets Watching for Policy Easing SignalsThe expected cut reflects slowing inflation pressures and the need to support economic growth. Market participants will also look for guidance on how quickly further rate cuts could follow in the second half of 2025.

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Golden Weekly is a weekly blockchain industry summary column launched by Golden Finance. Its content covers the week's key news, market and contract data, mining information, project dynamics, technological progress and other industry dynamics.

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