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Ethereum stablecoin supply surges, institutions enter the market, will the crypto landscape change in 2025?

Vitalik 2025-10-28 02:33 60654人围观 ETH

1. Introduction: Ethereum stablecoin becomes the new focus of the currency circle. There will be a big change in the currency circle in 2025 - the supply of Ethereum stablecoin soars. This not only affects DeFi, but also directly affects the pace of inst
1. Introduction: Ethereum stablecoin becomes the new focus of the currency circle

There will be a big change in the currency circle in 2025 - the supply of Ethereum stablecoins will soar. This will not only affect DeFi, but also directly affect the entry rhythm of institutions. Let’s take a look at how this wave of growth came about and what impact it has had on the organization.

2. Stablecoins: supply soared to 162.3 billion, with Ethereum accounting for the majority
  1. The data is strong enough: By October 2025, the supply of Ethereum stablecoins will reach $162.3 billion, accounting for 69% of newly issued stablecoins； USDT alone accounts for 60% of the supply of 181.4 billion, making it the main force.
  1. Growth is not just speculation: the core is the needs of institutions - on-chain transactions, cross-border settlements, and supplementing liquidity for DeFi all rely on stablecoins. “Income-based stablecoins” (syrupUSDC/USDT) developed by Ive and Maple Leaf Financial can also improve efficiency by incorporating lending protocols ； USD.AI is even more ruthless. You can earn 13%-17% by pledging stablecoins to the AI ​​data center, which connects DeFi with real-life infrastructure.

3. Stablecoins take DeFi into flight, and Ethereum is more trusted by institutions

As stablecoins rose, Ethereum DeFi also followed suit: the total locked value (TVL) soared from 83.2 billion in July to 114.9 billion in September, with liquidity staking and re-pledge accounting for 45%. Institutions are willing to believe it, firstly, because Ethereum is safe, secondly, EIP-4844 and Dencun upgrades have solved the problem of expansion, and thirdly, it can also "tokenize U.S. Treasury bonds" (which has reached 5.3 billion US dollars).

4. Institutions enter the market: Ethereum surpasses Bitcoin for the first time
  1. Capital inflows are overtaking: In the third quarter of 2025, Ethereum institutional capital inflows were US$9.6 billion, while Bitcoin was only US$8.7 billion. This is the first time.
  1. ETF and position support scene: Once the spot Ethereum ETF was approved, BlackRock’s iShares Trust managed 25.81 billion assets, accounting for 5.66% of the total supply of ETH； There are also 14 listed companies holding 4.36 million ETH, worth US$20.7 billion.
  1. Innovation hooks institutions: ERC-3643 standard can tokenize real assets (real estate, bonds), BlackRock and Ondo Finance are eyeing it； RedStone cooperates with Kalshi to connect CFTC-regulated forecast data to DeFi, so that institutions can not only comply with regulations, but also hedge risks and obtain liquidity.

5. The future: Can ETH reach $10,000?

Analysts think there is something interesting: Ethereum is strong in resisting risks, the EVM ecosystem is expanding, Layer 2 solves the problem of expansion, and stablecoins, ETFs, and tokenized assets form a "fund flywheel". Whether it is retail investors or institutions, demand will rise. Now Ethereum is not just relying on speculation, but more like the "infrastructure" of digital finance - stablecoins are the track and Ethereum is the engine.

6. Summary: Stablecoins + institutions reshape the encryption landscape

The growth of Ethereum’s stablecoin not only increases the numbers, but also makes Ethereum change from “DeFi’s home field” to “a battleground for institutions”. This wave of changes in 2025 may shift the focus of the encryption market to Ethereum, and even rewrite the gameplay of the entire industry.

If anyone is confused due to market fluctuations, does not know how to deal with the situation, or feels that he has been misled during the operation, welcome to communicate!



*The above is not investment advice
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