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Ethereum Reserves Reach Record Highs and Market Dynamics Shift
According to Business Insider Deutschland, Ethereum has demonstrated remarkable strength in recent days, with the cryptocurrency rising by 16.5 percent over the past week, making it the clear leader among the top ten cryptocurrencies. Over the past month, Ethereum's price has surged by approximately 46 percent. Over the weekend, Ethereum broke through the persistent resistance zone between $3,900 and $4,100, a level it had failed to surpass for the past one and a half years. Now, further bullish signals are emerging as Ethereum reserves have reached a record level of $15 billion.
Data from “StrategicETHReserve.xyz” shows that institutional and corporate treasury strategies have reached a new all-time high. The tracked entities now hold 3.49 million ETH in their balances, equivalent to about $15.04 billion, representing nearly 2.9 percent of the total supply. ETF reserves currently total 5.91 million ETH, valued at approximately $25.47 billion. In just the past four days, a net inflow of around 117,950 ETH has been recorded. This trend suggests that institutional demand is increasingly long-term oriented, which could significantly reduce the available supply on the spot market.
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| Metric | Value |
|---|---|
| Institutional/Custodial ETH Holdings | 3.49 million ETH (~$15.04 billion) |
| ETF ETH Reserves | 5.91 million ETH (~$25.47 billion) |
| Recent ETF Net Inflow (4 days) | 117,950 ETH |
Bitmine Immersion Tech leads the list of largest holders, with 1.2 million ETH in its treasury—a more than 605 percent increase in the past 30 days. SharpLink Gaming also saw significant growth, increasing its holdings by 177 percent to nearly 599,000 ETH. Other top holders include the Ethereum Foundation, Coinbase, Bit Digital, and Mantle. Analysts view this development as more than a short-term phenomenon, noting that the combination of growing institutional engagement, ETF inflows, and long-term treasury strategies creates a structural demand base. Given Ethereum's limited issuance, this could support the price in the medium to long term and intensify competition for available coins.
- Ethereum price up 16.5% in the past week
- Monthly increase of approximately 46%
- Institutional and ETF reserves at record highs
- Bitmine Immersion Tech: 1.2 million ETH (+605% in 30 days)
"The combination of growing institutional engagement, ETF inflows, and long-term treasury strategies creates a structural demand base." – Business Insider Deutschland
Summary: Ethereum's reserves have reached a record $15 billion, with institutional and ETF holdings at all-time highs. This structural demand, combined with limited supply, could support prices in the medium to long term.
Arthur Hayes Bets Big on Ethereum and Related Projects
Bitcoin2Go reports that Ethereum has experienced an explosive rally, climbing 42 percent in 30 days to $4,300 and outperforming Bitcoin. For the first time in three years, ETH is trading above $4,100. Arthur Hayes, CIO of Maelstrom Fund and co-founder of BitMEX, initially missed this rally after selling 2,373 ETH at $3,507, warning of macroeconomic risks. However, he has now reversed his stance, buying back 1,500 ETH at an average price of $4,233 (about $6.35 million), signaling renewed optimism for Ethereum and its ecosystem.
In addition to ETH, Hayes has increased his positions in several "Ethereum Beta Plays"—tokens closely linked to the Ethereum ecosystem that often outperform during upward trends. Specifically, he acquired:
- 425,000 Lido DAO (LDO) worth about $557,000
- 420,000 ETHFI (EtherFi) worth about $517,000
- 300,000 Pendle (PENDLE) worth $1.53 million
Notably, Hayes sold around $4.62 million in Ethena (ENA) the previous week, missing out on a 30 percent price increase over the past seven days, with ENA now trading at $0.807. Ethena has benefited from new U.S. stablecoin regulations, with its USDe stablecoin reaching a circulation of over $10 billion within 500 days—faster than any other stablecoin.
| Asset | Amount | Value (USD) |
|---|---|---|
| ETH | 1,500 | ~$6.35 million |
| Lido DAO (LDO) | 425,000 | ~$557,000 |
| EtherFi (ETHFI) | 420,000 | ~$517,000 |
| Pendle (PENDLE) | 300,000 | ~$1.53 million |
Summary: Arthur Hayes has shifted back to a bullish stance on Ethereum, buying back at higher prices and increasing his exposure to key Ethereum-related projects, reflecting growing confidence in the ecosystem.
Ethereum Price Forecasts: Potential for $20,000 in the Near Term
Cointelegraph: Bitcoin & Krypto-Nachrichten highlights a bold forecast from crypto trader Merlijn, who predicts that Ethereum could reach $20,000 within one to two weeks—a 375 percent increase from current levels. This projection is based on Ethereum's recent breakout above $4,000 and its movement within an ascending channel, which has only been touched twice in the past seven years, most recently at the all-time high of $4,875 in November 2021.
Merlijn notes that the momentum is building, with the RSI reset and a "launch sequence" underway. While Ethereum has gained 15 percent against Bitcoin in the past week, it has only returned to levels seen at the start of the year. A new all-time high in USD appears more realistic, with other analysts, such as BitBull, also expecting a rapid price surge.
"The momentum is building, the RSI is in reset. The launch sequence has started. Where to next? To the upper end of the channel and beyond." – Merlijn, Cointelegraph
Additionally, the report notes that crypto presales are becoming increasingly attractive for early investors, with projects like Bitcoin Hyper, Snorter, and the unconventional memecoin TOKEN6900 drawing significant attention.
- Ethereum could reach $20,000 in 1–2 weeks (Merlijn's forecast)
- ETH/BTC up 15% in the past week
- ETH all-time high: $4,875 (Nov 2021)
Summary: Analysts are optimistic about Ethereum's near-term prospects, with some predicting a rapid rise to $20,000, driven by strong momentum and institutional interest.
BitMine Immersion Tech Surpasses One Million Ethereum
BTC-ECHO reports that BitMine Immersion Technologies has increased its Ethereum holdings to 1.15 million ETH, valued at approximately $4.9 billion, making it the first publicly traded digital asset treasury to surpass one million ETH. Since the last report on August 4, BitMine added another 317,000 ETH, worth $1.3 billion. The company began its massive accumulation in June 2025 with a $250 million private placement, acquiring 833,137 ETH at an average price of $3,491 per ETH within just 35 days. BitMine aims to hold and stake 5 percent of the total ETH supply in the medium term.
Ethereum recently reached a new all-time high of $4,891.70 and is currently trading at $4,286.25, with a market capitalization of around $517.25 billion. Ethereum spot ETFs recorded net inflows of about $5 billion in July, marking the strongest month since their launch. BitMine's chairman believes Ethereum is experiencing a "2017-Bitcoin moment," with price potential up to $30,000, driven by stablecoin regulation, SEC openness to on-chain finance, and major projects from JPMorgan and Robinhood on Ethereum.
| Metric | Value |
|---|---|
| BitMine ETH Holdings | 1.15 million ETH (~$4.9 billion) |
| Recent Addition | 317,000 ETH (~$1.3 billion) |
| Average Purchase Price (June 2025) | $3,491 per ETH |
| ETH All-Time High | $4,891.70 |
| Current ETH Price | $4,286.25 |
| Market Capitalization | $517.25 billion |
| July ETF Net Inflows | $5 billion |
Other publicly traded companies integrating ETH into their strategies include BTCS, SharpLink Gaming, and Bit Digital. Billionaire investor Arthur Hayes sees potential for Ethereum to reach $10,000 per coin in the medium term.
Summary: BitMine Immersion Tech has become the largest public holder of Ethereum, with over 1.15 million ETH, and aims to control 5 percent of the total supply, reflecting growing corporate adoption and bullish long-term outlooks.
Three Reasons Why Ethereum Could Continue to Rise
ingenieur.de outlines three key reasons why Ethereum may continue its upward trajectory, despite a recent correction that saw the price drop by over six percent to around $3,500. The first reason is that the recent pullback is considered a healthy correction after a strong rally that nearly doubled the price in less than three months. The RSI indicator recently reached values around 90, indicating an overbought situation, making a correction necessary to maintain a stable market structure.
The second reason is the bullish trend in Ethereum spot ETFs, which saw net inflows of $5.43 billion in July—the highest monthly total since their launch. In one trading week alone, $1.59 billion flowed into Ethereum ETFs, while Bitcoin products saw outflows of $175 million. BlackRock increased its assets under management to over $11.2 billion, holding more than three million ETH (about 2.5 percent of the total supply). Strong inflows at Fidelity further reinforce the picture of sustained institutional support.
The third reason is the increasing scarcity of Ethereum. Data from Glassnode shows that net outflows from crypto exchanges have significantly exceeded inflows in recent weeks, reducing the tradable supply. Currently, less than 13 percent of the total Ethereum supply is held on centralized exchanges—the lowest level in about nine years. This trend indicates that investors are increasingly withdrawing and securing their holdings for the long term.
- Healthy correction after a strong rally
- July ETF net inflows: $5.43 billion
- BlackRock holds over 3 million ETH (2.5% of supply)
- Less than 13% of ETH supply on exchanges (9-year low)
Summary: Ethereum's recent correction is seen as healthy, with strong institutional inflows and increasing scarcity supporting a bullish outlook for the coming weeks.
Memecoin Hype: TOKEN6900 Gains Traction
Several sources, including Business Insider Deutschland, Cointelegraph, and ingenieur.de, highlight the growing interest in memecoins amid Ethereum's strong performance. TOKEN6900, inspired by the successful SPX6900, has raised over $1.75 million in its presale, already surpassing a third of its $5 million hard cap. The project focuses on brand recognition, viral spread, and a provocative identity, deliberately avoiding technical promises or long-term development plans. A staking program offers an annual yield of about 35 percent, and the limited presale supply creates additional buying pressure and media attention.
TOKEN6900 positions itself as a pure speculation object, appealing to risk-tolerant investors seeking short-term gains. The project's transparency is emphasized, with around 931 million tokens and no insider allocations. A significant portion of the supply is dedicated to marketing and liquidity, aiming to maximize reach on social networks. If TOKEN6900 can replicate the momentum of SPX6900, it could quickly become one of the most prominent memecoins of the current cycle.
| Metric | Value |
|---|---|
| Presale Funds Raised | $1.75 million |
| Hard Cap | $5 million |
| Annual Staking Yield | 35% |
| Total Tokens | ~931 million |
Summary: TOKEN6900 exemplifies the current memecoin trend, leveraging hype and scarcity to attract speculative capital, with a successful presale and strong community focus.
Sources:
- Ethereum-Reserven explodieren über 15 Milliarden US-Dollar
- Ethereum Season: Arthur Hayes kauft jetzt diese Coins!
- Ethereum-Prognose: Kurs schon in ein bis zwei Wochen auf 20.000 US-Dollar
- BitMine besitzt jetzt mehr als eine Millionen an Ethereum
- So lukrativ wäre eine Ethereum Classic-Investition von vor 1 Jahr gewesen
- 3 Gründe, warum Ethereum bald weiter steigt
