Table of Contents:
Ethereum: Massive Accumulation and Institutional Focus
According to Bitcoin2Go, Ethereum has recently become the center of institutional attention, with BitMine and a major whale accumulating Ether worth a total of 882 million US dollars. BitMine alone purchased 106,485 ETH valued at 470.5 million US dollars within just ten hours via OTC desks, bringing its total holdings to over 1.29 million ETH. These transactions were executed through professional OTC desks such as Galaxy Digital, FalconX, and BitGo, highlighting a strategic, long-term investment approach rather than short-term speculation.
Simultaneously, an anonymous whale acquired 92,899 ETH worth 412 million US dollars over four days, moving the tokens through three newly created wallets after withdrawing them from Kraken. This pattern suggests a long-term holding strategy, as such large-scale moves are typically not aimed at quick profits but at building reserves considered as alternatives to traditional asset classes.
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Despite these significant accumulations, there were also notable sell-offs. The whale group "7 Siblings" sold 19,461 ETH worth 88.2 million US dollars within 24 hours, indicating targeted profit-taking. Additionally, the Ethereum Foundation sold 2,795 ETH for 12.7 million US dollars, often linked to funding network projects.
| Entity | ETH Amount | Value (USD) |
|---|---|---|
| BitMine | 106,485 (recent purchase) | 470.5 million |
| BitMine (total) | 1,297,093 | ~5.75 billion |
| Anonymous Whale | 92,899 | 412 million |
| 7 Siblings (sold) | 19,461 | 88.2 million |
| Ethereum Foundation (sold) | 2,795 | 12.7 million |
- Ethereum price recently traded just below its all-time high of 4,878 US dollars.
- Institutional investors are increasingly treating ETH as a strategic asset.
- Market dynamics show both accumulation and profit-taking, indicating a maturing market.
"The scale of these purchases demonstrates how firmly Ethereum is now in the sights of institutional investors and that ETH is increasingly being treated as a strategic investment." (Bitcoin2Go)
Summary: Ethereum is experiencing an institutional boom, with nearly 882 million US dollars in large-scale purchases shifting market dynamics. While BitMine and other whales accumulate, selective profit-taking by established players highlights the asset's growing maturity.
Bitcoin and Ethereum ETFs: Record-Breaking Week
BTC-ECHO reports that Bitcoin and Ethereum ETFs have experienced their strongest week ever, with a combined trading volume of 40 billion US dollars. Ethereum ETFs alone saw 17 billion US dollars in trading volume within a single week, nearly matching Bitcoin's best periods. On one day, 1 billion US dollars flowed into Ethereum ETFs, marking the highest single-day inflow ever. In the first two weeks of August, inflows into Ethereum ETFs totaled over 3 billion US dollars, making it the second-best month since their inception.
Analysts are drawing parallels between Ethereum's current rally and Bitcoin's surge following the ETF launch in early 2024. Eric Balchunas, an ETF analyst, described this as an "awakening" of funds that had previously seen little demand. Both Ethereum (around 4,800 US dollars) and Bitcoin (around 124,000 US dollars) reached their respective all-time highs during this period.
| ETF | Weekly Volume (USD) | August Inflows (USD) | All-Time High Price (USD) |
|---|---|---|---|
| Bitcoin & Ethereum (combined) | 40 billion | - | Bitcoin: 124,000 Ethereum: 4,800 |
| Ethereum ETFs | 17 billion | 3 billion (first two weeks) | 4,800 |
- Standard Chartered raised its Ethereum price target to 7,500 US dollars by 2025 and 25,000 US dollars by 2028.
- ChatGPT forecasts Ethereum between 5,100 and 5,400 US dollars by year-end, and Bitcoin between 150,000 and 200,000 US dollars, with 180,000 as a "reasonable, optimistic target."
Summary: Bitcoin and Ethereum ETFs are seeing unprecedented trading volumes and inflows, with Ethereum ETFs in particular experiencing a surge in demand and price targets being raised by major institutions.
BlackRock Surpasses 100 Billion US Dollars in Crypto Holdings
According to BTC-ECHO, BlackRock, the world's largest asset manager, has surpassed 100 billion US dollars in crypto holdings, currently holding around 104 billion US dollars. This milestone coincides with new market highs, as Bitcoin briefly exceeded 124,000 US dollars and Ethereum approached 4,890 US dollars.
BlackRock's crypto portfolio is dominated by 744,240 BTC valued at 88.43 billion US dollars and 3.2 million ETH worth about 15 billion US dollars. Since the yearly low in April, BlackRock's crypto holdings have increased by 124 percent, with Ethereum's value rising by over 309 percent—outpacing Bitcoin. The company's ETH position more than doubled from 1.1 million to over 3.2 million tokens since the start of the year.
| Asset | Holdings | Value (USD) | Growth Since Jan |
|---|---|---|---|
| Bitcoin (BTC) | 744,240 | 88.43 billion | +34% |
| Ethereum (ETH) | 3.2 million | 15 billion | +309% (value), more than doubled in tokens |
- BlackRock launched its Bitcoin spot ETF in January 2024 and its Ethereum spot ETF in summer 2025.
- Both ETFs have seen massive inflows and are among the highest-volume crypto ETFs on the market.
"Many traditional investors had long underestimated Ether; the narrative of Ethereum as the 'backbone of future financial markets' is now increasingly resonating." (BTC-ECHO)
Summary: BlackRock's crypto holdings have reached a record high, with Ethereum's share growing rapidly and institutional investors increasingly recognizing its strategic importance.
Ethereum: Bullish Data Despite Pullback
Business Insider Deutschland highlights that Ethereum recently attempted to retest its all-time high but faced significant selling pressure, resulting in a 2 percent drop over 24 hours and consolidation around 4,650 US dollars. However, the weekly performance remains strong with a 20 percent increase. Despite the correction, several bullish indicators support a positive medium-term outlook.
Crypto analyst Leon Waidmann points to a strong relationship between market price and capital flows. Despite a losing trading day, Ethereum spot ETFs saw record inflows of over 600 million US dollars, acting as a demand buffer that absorbs market supply. On-chain data from Glassnode shows that these ETFs continue to experience strong net inflows, reaching new records in June, July, and August.
Trader Merlijn notes that Ethereum reserves on centralized exchanges have hit an all-time low of just 18.5 million ETH, coinciding with massive ETF inflows. This supply squeeze, combined with institutional demand, creates a classic scenario for a price surge.
| Indicator | Value |
|---|---|
| Current ETH Price | ~4,650 US dollars |
| Weekly Change | +20% |
| ETF Inflows (recent day) | 600 million US dollars |
| ETH on Exchanges | 18.5 million (record low) |
- Continuous ETF inflows act as a price driver.
- Supply on exchanges is at a record low, increasing the likelihood of a supply shock.
"When scarcity meets demand, price doesn’t go sideways. SUPPLY SQUEEZE INCOMING." (Merlijn The Trader)
Summary: Despite a short-term pullback, Ethereum's structural demand remains strong, with record ETF inflows and a shrinking supply on exchanges setting the stage for potential further price increases.
Bitcoin and Ethereum ETFs Achieve "Best Week Ever"
Cointelegraph reports that US-based spot ETFs for Bitcoin and Ethereum have just recorded their strongest week ever in terms of combined trading volume. ETF analyst Eric Balchunas commented that this was "the best week ever for both together, thanks to the strong performance of the Ethereum ETFs." Ethereum ETFs alone reached a weekly volume of 17 billion US dollars, a clear record.
During this period, Bitcoin reached a new all-time high of over 124,000 US dollars, while Ethereum came close to its record high of 4,878 US dollars, reaching 4,784 US dollars—just 1.94 percent below its all-time best. Since then, Bitcoin has fallen 5.52 percent from its high, trading at 117,659 US dollars, and Ethereum is down 6.20 percent, trading at 4,486 US dollars.
On Monday, spot Ethereum ETFs saw the largest single-day net inflow ever, totaling 1.01 billion US dollars. In the first two weeks of August, net inflows exceeded 3 billion US dollars, marking the second-best month since their launch.
- Ethereum ETFs had been relatively inactive for 11 months before this surge.
- Analysts draw parallels to Bitcoin's rally after its ETF launch.
- Some analysts caution that a new all-time high for Ethereum may still take weeks or months.
"These developments are comparable to the introduction of BTC ETFs, when Bitcoin kept climbing higher. The ETFs have massive effects, and there is much more to come for altcoins." (Michael van de Poppe)
Summary: Bitcoin and Ethereum ETFs have achieved record trading volumes and inflows, with Ethereum ETFs in particular showing a dramatic increase in activity and impact on the market.
Ethereum: Torn Between Sell-Offs and Record Demand
According to Börse Express, Ethereum is currently caught between massive institutional demand and significant profit-taking by early large investors. After narrowly missing its all-time high, Ethereum experienced a sharp correction and is now trading in a critical zone between last week's resistance and support levels.
The recent volatility was triggered by a report of SharpLink Gaming's high quarterly loss despite expanding its Ethereum holdings, and a major early investor initiating a new wave of selling, raising fears of further sell-offs. However, there are also positive signs: demand for Ethereum ETFs has reached historic levels, with over 3 billion US dollars flowing into these products in the first two weeks of August—making it the second-best month ever. Major players like BlackRock have been increasing their holdings by hundreds of millions daily.
On-chain data reveals further developments: NFT transaction volume jumped by 85 percent, a record number of validators are looking to exit the network, and large amounts of ETH are set to be unstaked. The coming weeks will determine whether Ethereum can turn these mixed signals into renewed growth or if profit-taking will continue to dominate.
- Ethereum is consolidating after failing to break its all-time high.
- ETF inflows remain at record levels, with over 3 billion US dollars in August.
- NFT activity and validator exits are at record highs, adding to market tension.
Summary: Ethereum faces a tug-of-war between institutional accumulation and profit-taking, with record ETF inflows and on-chain activity indicating both risk and opportunity for the asset.
Sources:
- Ethereum: 882 Millionen USD Akkumulation durch BitMine und Wal!
- Bitcoin- und Ethereum-ETFs erleben Rekordwoche
- 100 Milliarden US-Dollar in Krypto: BlackRock knackt Rekordmarke
- Ethereum: Bullische Daten trotz Rücksetzer – was jetzt?
- Bitcoin und Ethereum legen zusammen „die beste Woche überhaupt“ hin
- Ethereum: Zerrissen zwischen Abverkauf und Rekord-Nachfrage
