Os dados do IntoTheBlock revelaram que os detentores de longo prazo detinham atualmente 110 milhões Ethereum à medida que continuavam a aumentar seus saldos coletivos. Os dados da Santiment, por outro lado, mostraram que 104 carteiras de baleias com mais de 100 mil ETH detinham conjuntamente mais de 57% do fornecimento total no valor de US$ 333,1 bilhões.
Os detentores de ETH demonstraram maior fé na altcoin este ano, à medida que os saldos gerais do grupo cresceram de forma constante, apesar da volatilidade do mercado. O resumo de dados ETH do IntoTheBlock revelou que 74% dos detentores possuíam o token por mais de 1 ano, enquanto os grandes detentores representavam 53%. O número de transações com valor igual ou superior a US$ 100 mil teve um volume total de US$ 65,4 bilhões nos últimos sete dias, já que as exchanges registraram um fluxo líquido de -US$ 912,97 milhões. Os dados sugeriram que a maior parte do fornecimento de ETH estava sendo transferida agressivamente para carteiras de baleias.
Os detentores de ETH de longo prazo mostraram convicção este ano, com um aumento contínuo no seu saldo coletivo.
Aproximadamente 110 milhões de $ETH são agora detidos por detentores de longo prazo. pic.twitter.com/smh7DZL1of
— IntoTheBlock (@intotheblock) 18 de dezembro 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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