Los datos de IntoTheBlock revelaron que los titulares a largo plazo poseían actualmente 110 millones Ethereum mientras continuaban aumentando sus saldos colectivos. Los datos de Santiment, por otro lado, mostraron que 104 carteras de ballenas con >100.000 ETH poseían en conjunto más del 57% del suministro total por valor de 333.100 millones de dólares.
Los titulares de ETH mostraron una mayor fe en la altcoin este año a medida que los saldos generales del grupo crecieron de manera constante a pesar de la volatilidad del mercado. El resumen de datos de ETH de IntoTheBlock reveló que el 74% de los poseedores habían mantenido el token durante más de 1 año, mientras que los grandes poseedores representaban el 53%. El número de transacciones con un valor de 100.000 dólares o más tuvo un volumen total de 65.400 millones de dólares en los últimos siete días, ya que los intercambios registraron un flujo neto de -912,97 millones de dólares. Los datos sugirieron que la mayor parte del suministro de ETH se estaba trasladando agresivamente a billeteras de ballenas.
Los poseedores de ETH a largo plazo mostraron convicción este año, con un aumento continuo en su saldo colectivo.
Aproximadamente 110 millones de $ETH están ahora en manos de tenedores a largo plazo. pic.twitter.com/smh7DZL1of
- IntoTheBlock (@intotheblock) 18 de diciembre de 2024
According to Santiment’s latest data, 104 whale wallets currently hold nearly 58% of all existing ETH tokens. These holdings reached an all-time high, suggesting a positive shift in long-term holder sentiment. These 104 whales reflected increasing confidence among ETH’s largest stakeholders as they continued accumulating despite the token’s ability to hold above $4K.
Conversely, mid-level ETH holders (100-100K) dropped to their all-time low supply ratio, accounting for ~33% of the total supply. The broader Ethereum ecosystem generally included a rising number of staking wallets, signalling a bullish long-term outlook. Such sustained accumulation by key stakeholders suggested increased conviction and reduced selling pressure, which aligned with positive market sentiment over time.
Crypto analyst Ali Martinez pointed out that ETH’s price movement historically correlated with shifts in long-term holder sentiments. Long-term holders could, therefore, enter the ‘greed phase’ as the current bull cycle suggested a parabolic price surge. These holders were now in the early stages of the ‘belief’ stage, indicating they felt optimistic about ETH’s future price potential. If history repeated itself, this indicated that Ethereum’s major upward movement could still be on the horizon as long-term investor sentiment strengthened.
Juan Leon, senior investment strategist at Bitwise, said that Ethereum stood to benefit from several big trends in 2025. Leon claimed that ETH had positioned itself as the most ‘battle-tested’ smart contract platform, with an 81% share of the tokenization market. He argued that ETH would be the driving force behind the tripling of tokenized funds in 2025. Leon called ETH ‘the comeback kid of 2025’, saying it would likely lead in the $100 trillion tokenized real-world asset market next year. Ethereum was overshadowed by Bitcoin and Solana in 2024.
The Bitwise investment strategist noted that Ethereum ETFs had attracted over $2 billion in net inflows over the past 10 days. Farside’s data confirmed a new daily record of $428.5 million in ETH ETF inflows on December 5th. According to the data, Ethereum ETFs saw less than three-digit daily inflows in only three of the 10 trading days Leon considered.
Leon estimated that fees generated from RWA-linked activity on ETH could surpass its $2.4 billion YTD fees by more than 40 times in 2025. He attributed Ethereum’s next year’s dominance to its status as the most secure and reliable decentralized smart contract platform. Ethereum’s growth could also be accelerated by regulatory tailwinds and its widely distributed validator network.
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