The strategist highlighted that spot Ethereum ETFs have attracted more than $1.3 billion in inflows within a week – a clear sign, he said, that large investors are positioning for the asset’s next growth phase.
Whale accumulation trends also point to a potential expansion similar to Bitcoin’s 2020 bull run, suggesting that Ethereum may be entering a new stage of market confidence.
Rodriguez‑Alarcón, who has held roles at both BlackRock and JPMorgan, added that broader market conditions remain favorable.
Expectations of a softer stance from the Federal Reserve, combined with weakening fiat currencies and strong momentum across risk assets, could further accelerate capital rotation into digital assets.
In such an environment, he believes Ethereum is well‑placed to outperform, given its integral role in decentralized finance, stablecoin infrastructure, and tokenization platforms.
A key factor in Ethereum’s outlook is the upcoming Fusaka upgrade, scheduled for November. The update will introduce parallel execution within the Ethereum Virtual Machine (EVM), a major scalability improvement aimed at easing transaction bottlenecks. Analysts expect this to enhance the network’s overall efficiency and help sustain Ethereum’s next cycle of expansion.
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