The business treasury of Ethereum exploded in July 127% in the midst of capital rotation: Binance research

Bitcoin maintained his role as anchoractive of the market in July, a new record of $ 123,000. However, the performance coincided with a remarkable change in the market structure when investor capital flowed aggressively to Altcoins.

According to the market insights of Binance Research shared with CryptopotatoThe dominance of Bitcoin fell by 5.2% to 60.6%. In the same period, Altcoin Dominance climbed to 39.2%, which happens to be one of the largest monthly jumps of 2025.

The rotation was supported by an improved macroeconomic sentiment, optimism around a potential federal reserve-rate-cut cycle and the absence of destabilizing market events.

ETH becomes a business favorite

The leading of this shift was Ethereum, which increased 51% in the month, stimulated by record institutional participation. Corporate ETH Treasuries rose 127.7% to more than 2.7 million ETH and almost half of the participations of the US ETH ETFs were. In July, 24 companies recorded ETH in their balance sheets and opted for direct ownership instead of ETF exposure to take advantage of rewards and the deflatory delivery model of Ethereum.

In addition to Ethereum, various other Altcoins made a considerable profit. XRP, SUI, Cardano (ADA), Dogecoin (Doge) and BNB have all benefited from ecosystem developments, expansion of the adoption of companies and the growing investor’s interest in deficiency and tokenization use cases.

This market-wide rally reflected a market that is increasingly prepared to diversify further than Bitcoin as sentiment to Altcoin utility strengthened. In the Stablecoin sector, the approval of the Genius ACT on 17 July was a breakthrough in the US in the US, in which a federal framework was introduced for fully reserved, AML-compliant Stablecoins.

The development led to institutional adoption. JPMorgan, for example, expanded his deposit pilot, Citi Advanced tokenized Deposit Trials for cross -border settlements and Visa dedicated to the scaling of payments based on Stablecoin. Stablecoin settlings volumes on-chain continued to exceed the transaction supply of Visa.

NFT -Market Rebound

The NFT sector witnessed a sharp rebound. Binance Research showed that the total trade volume increased nearly 50% in July. The top position in the sales volume was dominated by Ethereum-based NFTs, which saw a profit of 58%. Bitcoin NFTS also rose more than 28%.

The striking driver was a peak of 393% in cryptopunks turnover after a crop-cranky whale purchase. However, a decrease in polygoon-based NFT activity. Discussions in the industry about embedding NFTs in ETF structures suggested institutional exploration of the sector at an early stage.