Ethereum Back in Focus: Coinbase, BlackRock and Stripe Drive Bullish Momentum

I think Ethereum is riding high again.

Coinbase is bullish on ETH, BlackRock keeps accumulating the favorite, and Stripe is building its own L1.

- Bernstein analysis

I believe Coinbase stands to gain the most if Ethereum extends its rally — rising ETH volumes should boost exchange revenue. Could this be an Ethereum season?

I’m also watching Base and the growing attention around it. I can’t help but compare it to Solana, which seems to be losing some of its crypto-community momentum.

- BlackRock keeps buying into ETH

Yesterday they picked up 1,160 BTC and 150,580 ETH. Their dominant exposure is to BTC, but they’ve been actively accumulating Ether as well.

The ETFs have shown inflows for 13 weeks straight*, which signals sustained institutional interest — a positive sign for crypto adoption.

- Stripe is building in Web3

In October 2024 Stripe made a $1.1 billion acquisition of Bridge’s stablecoin infrastructure to support digital currency issuance and integration. In June 2025 Stripe added Privy to its ecosystem (terms undisclosed), giving it wallet infrastructure.

While running its payments and stablecoin stack, Stripe has also announced work with Paradigm on Tempo — an EVM-compatible L1 chain designed as payment infrastructure using stablecoins.

- Market takeaway

I don’t have more to add beyond what’s already been outlined; overall market sentiment looks bullish. NFA, DYOR.