自 11 月底以来,Ethereum上的鲸鱼活动显着增加。链上数据显示,11月底以来,余额在1万美元以上的ETH地址大幅飙升。自 12 月初以来,巨型鲸鱼地址也大幅增加。
随着资产价格突破 3,330 美元大关,鲸鱼继续投资Ethereum。机构投资者对 ETH 交易所交易基金的兴趣也日益浓厚。
加密货币分析师 Ali Martinez 引用了Glassnode 的数据,该数据显示Ethereum链上鲸鱼活动大幅激增。自 12 月初以来,余额超过 10,000 美元的活跃地址数量大幅增加。
数据还显示,自本月初以来,巨鲸地址数量的 30 天变化显着增加,在 12 月 9 日左右达到峰值。自 11 月中旬以来,活跃地址数量也有所增加。
上周,Lookonchain 报道称,一只鲸鱼以 700 万美元的价格购买了 1,800 个 ETH,当时该资产的零售价约为 3,900 美元。据区块链分析公司称,自今年 5 月 24 日以来,鲸鱼已积累了 39,600 ETH,平均购买价格为 2,487 美元。
在本文发表时,Lookonchain 指出,鲸鱼有 5400 万美元的未实现利润。 11 月 13 日,Lookonchain 还报道称,一头新鲜鲸鱼购买了 7,389.5 ETH,价值 2344 万美元。这头鲸鱼在三天内积累了 18,049 ETH,价值 5930 万美元。
ETH供应冲击即将来临
1) 质押数十亿 ETH
2) ETF 购买数十亿美元的 ETH
3) 更多交易 = ETH 燃烧
4)ETH历史牛市周期
5)特朗普上任后, Defi现在在美国还不错
6)L2消耗并锁定更多ETH它认为 10,000 美元比我们想象的要早
— Ash Crypto (@Ashcryptoreal) 2024 年 12 月 16 日
An X post from a crypto trader, Ash Crypto, detailed that an Ethereum supply shock is imminent. The trader highlighted that ETH could hit $10k soon, with billions in ETH staked and a rising demand for the asset among spot Ethereum exchange-traded funds. Ash Crypto also referenced improved litigations for decentralized finance under Trump’s presidency, which could contribute to the growth of Ethereum.
Data from Dune Analytics, shows that the total number of ETH staked exceeds 34 million, representing more than 28% of the total ETH supply. Lido’s liquid staking protocol has the largest staked amount, representing 28.48% of all staked ETH. Coinbase and Binance follow with 10% and 5% respectively.
U.S. spot Ethereum ETFs have also showcased the rising demand for the asset. According to data from ETF tracking website SoSoValue, U.S. spot Ethereum ETFs have recorded positive flows since November 22nd, with the highest inflows recorded on November 5th, worth $428.44 million.
The ETFs recorded inflows worth $23.61 million on Friday, December 13th, and $273.87 million the previous day. At the time of this publication, ETH ETFs have $13.78 billion in assets under management, accounting for 2.92% of Ethereum’s total supply.
According to data from the crypto price tracking website CoinMarketCap, Ethereum is currently trading at $3,959 with a total market capitalization of $476.8 billion and a 24-hour trading volume of $30.3 billion. The asset has risen by 2% in the last seven days and has largely remained unchanged in the last 24 hours.
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