Experienced Analyst Shares Ethereum ETH Price Forecast in Anticipation of Early July Trading Debut for Ethereum ETFs

Crypto Analyst Andrew Kang Predicts ETH Price After Ethereum ETFs Begin Trading in Early July
Renowned cryptocurrency analyst Andrew Kang recently shared his insights and predictions regarding the price of Ethereum (ETH).
Kang acknowledged that Bitcoin ETFs have attracted numerous new investors to include Bitcoin in their portfolios, but the impact of Ethereum ETFs is less certain.
The analyst recalled his bullish stance on Bitcoin when the Blackrock ETF application was filed at the $25,000 level. Since then, Bitcoin has seen a 2.6x return, while Ethereum has experienced a 2.1x return. Both Bitcoin and ETH have delivered similar 4.0x returns from the bottom of the cycle.
However, Kang argued that an ETH ETF may not provide significant advantages unless Ethereum finds a compelling way to enhance its economics.
Based on estimates from Bloomberg’s Eric Balchunas, Kang suggested that Ethereum ETF flows could be about 10% of Bitcoin. This would result in actual net purchase flows of $0.5 billion and reported net flows of $1.5 billion within six months.
Kang’s base case for ETH ETF flows is 15%. Considering Bitcoin’s true net worth of $5 billion, adjusting for Ethereum’s market cap being 33% of Bitcoin and a reach factor of 0.5, the true net worth of Ethereum would be $0.84 billion, with reported net worth at $2.52 billion. Kang also presented an optimistic scenario with an actual net of $1.5 billion and a reported net of $4.5 billion, accounting for 30% of Bitcoin flows.
In both cases, the actual net purchases are significantly lower than the futures ETF flows, amounting to $2.4 billion, according to the analyst. This implies that the ETF is currently overpriced, as per Kang’s assessment.
However, Kang does not anticipate Ethereum to drop to zero. He expects the price of Ethereum to trade between $3,000 and $3,800 before the ETF launch, and between $2,400 and $3,000 after the ETF launch. However, if Bitcoin reaches $100k in late Q4 2025, this could propel Ethereum to new all-time highs, although the Ethereum/Bitcoin ratio might be lower.
*This article does not constitute investment advice.
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