“The convergence of AI and Ethereum is not just technological, it’s strategic,” says Mackenzie Blaeser, researcher at Nomy. “Institutional allocators are no longer asking if they should enter, but how to position early across multiple layers of the ecosystem.”
The latest analysis from Nomy Research arrives as Ethereum continues to trail behind Bitcoin in market performance. While BTC consolidates near the $117,000–$118,000 mark, ETH has rebounded above $3,700 — currently trading around $3,795 — reflecting a recovery driven by strong on-chain activity and renewed capital in. Nomy analysts interpret this divergence as a sign of capital rotation, with institutional investors reassessing long-term strategies.
Meanwhile, staking continues to play a major role. Roughly 29% of ETH’s total supply is now staked, representing over 36 million ETH as of late July 2025, and the number of new validators continues to grow steadily. Ethereum linked exchange traded products (ETPs) recorded global net inflows exceeding $4 billion in July alone, including a record-setting $1.6 billion in a single week, reversing the trend of outflows seen in the second quarter. Several large asset managers in the EU have updated allocation strategies to include Ethereum as part of broader thematic exposure to AI and Web3 infrastructure.
