Wassup DDians! How’s it going? Hope the markets are treating you well. If you are like us (having survived multiple bear markets and reaped the benefits of bull market cycles), you must have foreseen how immensely euphoric the next few months are going to be. Yes, the title does drop a not-so-subtle hint. But if you still can’t see it happening, we will help you feel the “to-the-moon vibes” in this issue. Ready, set, let’s go!
Here’s what we’ve got for you in this issue:
- Institutions 🤝Ethereum
- Tron just leveled up to Tron Inc.
ETH is the Wall Street Darling Now❤️
ETH’s underdog days are over, and its “Bitcoin outperforming days” are back. Again.
The ETHUSDT pair’s continuing near-vertical rally spells that out loud and clear. ETH’s vertical breakout against BTC from the consolidation zone on the weekly ETHBTC chart also screams – bullish, bullish, bullish!
And this time, Ethereum’s native token has Wall Street backing it. For the first time in ETF history, Ethereum has consistently outperformed Bitcoin in daily inflows.
And not by a little.
Over the last 6 trading days:
- ETH ETFs: $2.4B in net inflows
- BTC ETFs: $827.6M
That’s not a rotation — that’s a re-rating.
And that explains why the current ETH bullish phase isn’t just a phase. It’s becoming a well-founded trend.
Why do we say that?
Institutional appetite is shifting fast.
Just this month:
- ETH ETF inflows climbed to $4.4 billion
- That’s more inflow value accrued than the entire last 12 months combined
ETH held by ETFs:
- May 1: 3.5 million ETH
- Now: 5.6 million ETH
- That’s 5% of ETH’s entire supply sitting in ETF vaults
BlackRock’s iShares Ethereum Trust (ETHA) is leading the charge:
- Added 1 million ETH since July 1
Blew past $10 billion AUM in just 10 days
Source: @TedPillows
Bloomberg’s Eric Balchunas called it the “ETF equivalent of a God candle.”
ETHA is now the third-fastest ETF in history to reach $ 10 billion.
Let that sink in.
Source: @EricBalchunas
Commenting on Balchunas’ tweet, Bitwise CIO Matt Hougan pointed out that ETH still remains under-allocated. ETH ETFs would need to pull in another $7–8 billion to match Ether’s true market weight.
Source: @Matt_Hougan
What does it mean?
To begin with, this is just the start.
Secondly, it implies that big money is finally realizing that Ethereum isn’t just a “tech bet.”
It’s yield-bearing.
It’s programmable.
It’s scalable.
It’s staking billions.
And so, for the first time…
Wall Street is buying the dip in ETH.
Did someone say ETH to $10,000?
Source: @cryptogems555
Tron And Daddy Sun Are Playing The Big Boy Game😎
Remember, we discussed TRON going public in the US a few issues ago? Well, it is now official.
How did it happen?
Not with an IPO. But with a reverse merger, they acquired SRM Entertainment, a legacy toy company that worked with Disney and Universal.
The move gave Sun:
- A Nasdaq listing
- A legal U.S. foothold
- A fresh Wall Street narrative
While debuting on Wall Street, “Tron Inc.” recorded some pretty impressive numbers:
- The entity now holds 365 million TRX tokens worth $115 million (the biggest publicly held TRX stack)
- It has deployed $210 million in a strategic treasury
- Raised $100 million in equity capital
- Shares of Tron Inc. surged more than 50% on debut.
On crypto leaderboards, TRX flipped Cardano to enter the top 10 club with more than a $30 billion market cap.
The listing accrued value for Tron Inc. as a legit Wall Street firm, and for Tron, the blockchain as well:
- Q2 on-chain revenue: $1 billion(a new record)
- Q2 transactions: 784 million+
- 2025 YTD: Top 5 by transaction volume
- TRX price at time of writing: $0.32
Hear that noise? That’s Tron printing fees.
If you held TRX, you stood out as a winner. If not, the time hasn’t run out yet.
Altcoins are going to have a gala time over the next few months. We are locked and loaded for the ride ahead. We suggest that you do the same as well. The upcoming rally will potentially create generational wealth for a lot of people. That sounds great, right? It’s just a matter of when, not if.
And with that, we’ll wrap up this issue. See you at the next one. Until then, Ciao👋
