Large Wallets Accumulate $53 Billion Worth of Bitcoin

According to on-chain data, major custody wallets have accumulated approximately $53 billion worth of Bitcoin over the past 12 months. Wallets holding between 100 and 1,000 BTC added a total of 577,000 BTC during this period, a development widely interpreted as a sign that institutional participation remains intact. This wallet segment also includes spot Bitcoin ETFs.

CryptoQuant founder Ki Young Ju noted that when exchanges and miners are excluded, these figures provide a relatively clean proxy for institutional demand. The total Bitcoin held by this cohort has increased by around 33% over the past 24 months, a timeframe that closely aligns with the launch of spot Bitcoin ETFs in the United States.

Steady Inflows Into Spot Bitcoin ETFs

US-based spot BTC ETFs have recorded cumulative net inflows of roughly $1.2 billion so far this year. This comes despite Bitcoin gaining only about 6% over the same period, suggesting that institutional investors are accumulating independently of short-term price action. Some market commentators argue that large-scale adoption of Bitcoin and Ethereum by institutions is still in its early stages, with the most significant impact expected over the coming decade.

Digital Asset Treasuries Gain Momentum

Another notable driver behind rising institutional exposure is the growth of digital asset treasuries (DATs). Led by Michael Saylor’s Strategy, these entities have reportedly acquired around 260,000 BTC since July, representing purchases worth approximately $24 billion at current market prices. Data from Glassnode shows that total DAT holdings have surged by 30% over the past six months, surpassing 1.1 million BTC and outpacing new supply from miners.

Retail Sentiment Remains Cautious

While institutional metrics paint a constructive picture, retail sentiment tells a different story. The BTC Fear and Greed Index has slipped back into “fear” territory, falling to 32 out of 100 after briefly entering “greed” for the first time since October. This shift followed Bitcoin’s pullback from $97,000 to below $92,000.

Rising geopolitical tensions, particularly escalating trade frictions between the United States and Europe, have fueled risk aversion across global markets. As a result, retail investors have adopted a more defensive stance.

Despite this divergence, on-chain indicators suggest that institutional capital continues to provide a solid structural foundation for BTC, reinforcing its long-term investment narrative even amid heightened short-term uncertainty.

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According to SoSoValue data, inflows were heavily concentrated midweek. Wednesday alone saw approximately $844 million in net inflows, the strongest single-day demand recorded so far for spot Bitcoin ETF. Tuesday followed closely with $754 million in inflows. Toward the end of the week, sentiment softened. Friday registered roughly $395 million in outflows. Still, that pullback did little to offset the scale of midweek accumulation.

During the same period, Bitcoin traded around the $95,145 level. ETF absorption, however, pointed to a signal that extended beyond short-term price action.

Supply Tightens as Risk Dynamics Shift

Vincent Liu, Chief Investment Officer at Kronos Research, said recent ETF inflows indicate that long-term investors are returning after a period of caution. According to Liu, demand flowing through regulated vehicles is gradually tightening effective supply and altering the market’s risk balance.

On-chain indicators reinforce this view. Large holders—commonly referred to as whales—have significantly reduced net selling compared with late December. This easing has weakened a key source of distribution pressure that weighed on prices in recent months. Combined with steady ETF buying, the market is beginning to feel structurally tighter, even as volatility remains elevated.

That said, the picture is still fragile. Liu cautioned that current conditions should not yet be interpreted as a confirmed trend reversal. While renewed inflows and declining whale sales suggest the formation of more durable institutional demand, the shift remains in its early stages.

Related: Mixed Signals in Spot ETFs as Bitcoin Turns Negative

Ether ETF Demand Loses Momentum

While Bitcoin ETFs posted a strong showing, Ether ETFs experienced a more uneven week. Early sessions reflected solid demand, with roughly $290 million in net inflows on Tuesday and about $215 million on Wednesday. Momentum faded toward the end of the week, however, culminating in approximately $180 million in net outflows on Friday.

As a result, Ether ETFs closed the week with net inflows of around $479 million. ETH hovered near $3,314, but investor interest appeared notably less consistent than on the Bitcoin side.

Why It Matters

Capital entering through ETF channels reshapes market structure rather than merely driving short-term price moves. Persistent buying allows funds to absorb sell pressure during pullbacks, making sharp drawdowns easier to digest. This mechanism, however, only translates into a meaningful trend if inflows remain consistent over time.

Too Early to Call a Sustained Rally

According to Bitcoin macro intelligence newsletter Ecoinometrics, recent spikes in spot Bitcoin ETF inflows have tended to trigger short-lived price jumps rather than sustained uptrends. When inflows slow, gains are often retraced. The publication argues that several consecutive weeks of strong ETF demand are required to shift the broader trend.

With cumulative ETF flows still deeply negative, isolated positive days may help stabilize prices but are unlikely to support a durable rally on their own. For now, the market offers no clear directional signal. Institutional capital may be returning, yet whether this marks a lasting shift will depend on the pace and consistency of ETF flows in the weeks ahead.

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Timing matters. The statement followed the U.S. SEC’s decision to remove crypto from its 2026 priority risk list, a signal that regulatory pressure may be stabilizing rather than escalating. For markets driven by long-duration capital, that change alters risk perception more than any single price candle.

Institutional Accumulation Is Quietly Rewriting the Market

While retail investors continue to react to volatility, large financial institutions are moving in the opposite direction. Wells Fargo disclosed a Bitcoin ETF position worth approximately $383 million, a figure that reframes recent sell-offs as distribution rather than capitulation.

This move is not isolated. Morgan Stanley has also filed for a Bitcoin ETF, reinforcing the idea that demand is shifting from speculative price exposure toward structural allocation. According to Bloomberg ETF analyst Eric Balchunas, the decision reflects sustained interest from the bank’s wealth clients. Notably, Morgan Stanley removed all internal restrictions on crypto investments last year.

The implication is subtle but important. Bitcoin demand is no longer driven solely by momentum. It is increasingly embedded in portfolio construction.

Nation-State Adoption Remains a Wild Card

Beyond banks and asset managers, the possibility of nation-state Bitcoin adoption continues to surface. Ark Invest CEO Cathie Wood recently suggested that the United States could begin purchasing Bitcoin for a strategic reserve as early as this year.

If that scenario materializes, the market impact would extend beyond price. It would redefine Bitcoin’s role in sovereign balance sheets. Still, political timing and macro risk leave this pathway uncertain, keeping expectations intentionally restrained.

VanEck Outlines Three Bitcoin Futures

VanEck analysts Matthew Sigel and Patrick Bush presented a framework built around three distinct outcomes. Their base case places Bitcoin at $2.9 million, assuming it gradually settles 5–10% of global international trade and about 5% of domestic trade over the long term.

The bear case is far more conservative, projecting Bitcoin stalling near $130,000 if its current utility is already fully priced in.

The most extreme scenario is hyper-bitcoinization. In that model, Bitcoin captures 20% of international trade and 10% of domestic economic activity, reaching an implied value of $53.4 million per coin. VanEck estimates this path would require Bitcoin to rival or surpass gold as a global reserve asset, translating into a 29% compound annual growth rate.

That assumption remains controversial. Gold prices continue to rise, while Bitcoin has recently moved sideways. The divergence highlights the gap between long-term theory and short-term positioning.

Why This Narrative Matters

The significance of this moment is not the price targets themselves. It is who is positioning early and who is reacting late. Institutional capital tends to move before consensus forms, not after.

Bitcoin may still appear range-bound. Yet beneath that surface, allocation behavior is changing. Whether this evolves into a true super cycle depends less on headlines and more on how quietly capital continues to rotate.

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Santiment described these addresses as “the main price indicator of 2025.” The network also gained 190,000 new wallets in a single day. This growth reflected a rapid expansion in on-chain activity. It also showed that Ethereum still maintains one of the strongest demand flows across the ecosystem. The data boosted expectations for short-term volatility. It further highlighted how investor behavior shifted after the upgrade.

Fusaka Upgrade Opens a New Phase for the Ethereum Ecosystem

The Fusaka upgrade improved performance and reduced rollup costs. It created a smoother connection between Layer-1 and Layer-2 infrastructure. Developer Terence Tsao confirmed the upgrade progressed without issues. He also said L2 chains continued to send blobs without interruption. His comments strengthened market expectations. They also highlighted developer confidence in the network.

“Fusaka went well and L2s kept sending blobs without disruption. Thanks to all teams, L1 and L2 now operate like a single machine.”

Fusaka is viewed as a milestone in Ethereum’s rollup-centric roadmap. The update expanded blob capacity and made transactions cheaper. It also strengthened user experience across decentralized applications. Bankless founder Ryan Sean Adams summarized the current momentum with strong remarks. He said developer motivation reached levels unseen since the Merge. This sentiment supported long-term optimism.

Meanwhile, daily gas usage exceeded 200 billion units on 3 December. It reached an all-time high on the same day Fusaka activated. This record revealed rising network activity. It also reflected strong demand for on-chain services.

Institutional Demand Builds as ETH/BTC Ratio Nears a Key Level

Market analysts pointed to new signals supporting Ethereum’s price direction. Ted Pillows noted that the ETH/BTC ratio approached a critical threshold. He added that reclaiming the 50-week exponential moving average could strengthen momentum. This move may also support altcoin markets. Analysts said institutional positioning became more visible. They emphasized that large moves often precede trend acceleration.

Institutional activity increased during the week. Tom Lee continued regular purchases and BitMine executed its third major ETH buy. Arkham Intelligence recorded two new wallets withdrawing 92 million dollars from Kraken and 58 million dollars from BitGo. BitMine now holds roughly 3.73 million ETH. This position reinforced market confidence. It further signaled long-term accumulation behavior among large entities.

Short-term charts showed 3,300 dollars as strong resistance. Meanwhile, support at 2,970 dollars remained intact. Analysts said price moves above this zone maintained a constructive outlook. Pullbacks were viewed as normal corrections. They added that trend strength relied on sustained network growth and institutional inflows.

Key Indicators to Watch in the Coming Sessions

The following metrics will guide Ethereum’s short-term outlook:

• Sustained price action above 3,300 dollars

• The protection of the 2,970-dollar support zone

• Network expansion and institutional inflows

• ETH/BTC ratio movements shaping broader market sentiment

• On-chain activity responding to the Fusaka upgrade

Ethereum’s rising network usage, strong investor demand and Fusaka-driven technical improvements shaped a positive market picture. These factors supported bullish expectations as the year approached its final weeks. Investors also focused on behavior signals from mid-sized whales. Their actions may continue to influence the broader market trend.,

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The stagnant movement in stablecoin yields shows that the market is not overheated yet. This increases the possibility that Ethereum may regain strength in the short term and rise toward the $3,200 level.

Leverage Pressure Remains Weak!

Santiment closely monitors the lending yields (APR rates) of major stablecoins such as USDT and USDC. These rates are considered critical because they generally reflect the leverage demand in the market. Currently, yields are moving between 3.9% and 4.5%, a range historically associated with low leverage usage.

In other words, investors are definitely avoiding aggressive positions. The market has not yet entered a phase of speculative excess, and this environment is thought to signal a period where prices still carry upward potential before forming a major peak.

This article may also interest you: BlackRock Keeps the Wheel Turning With Its Bitcoin ETF Profits!

Will Ethereum Rise?

Ethereum has dropped more than 21% in the past 30 days. The selling pressure caused by the massive $19 billion liquidation wave on October 10 still hasn’t fully disappeared from the markets. In addition, U.S. President Donald Trump’s new tariff plans on Chinese imports have significantly suppressed global risk appetite.

However, the picture has been changing in recent days. Spot Ethereum ETFs recorded a net inflow of $312.6 million. The three-week outflow trend has been broken, and institutional investor interest has returned. At the same time, technical indicators are strengthening day by day.

The analytics firm states that Ethereum was trading around $3,000 at the time of the report and that current on-chain dynamics suggest the asset may be preparing for a move toward $3,200. This indicates approximately a %7 upward potential from the current levels.

If a close below $3024 occurs, it was mentioned that Ethereum could experience an internal structural decline. Yesterday, this close happened, and the price pulled back to $3000. If it closes below $3000, a further decline toward the $2950–$2900 range appears likely. These levels seem more probable for a potential rebound.

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According to crypto analyst Arab Chain, Binance reinforced its dominance in the global derivatives market. The return of hedge funds and institutional investors played a key role in this growth. Both long and short positions increased significantly, indicating not only liquidations but also the creation of new positions. In other words, fresh participants entered the market at scale. 

However, some analysts remain cautious about the sharp rise. Arab Chain warned that such momentum often precedes a correction. Still, support from spot markets and stablecoin reserves will be crucial for sustaining futures activity. 

Stablecoin Growth Fuels Market Liquidity 

The expansion of futures trading requires liquidity from spot markets. At this stage, stablecoin growth has become an essential driver. On August 1, the global stablecoin market cap stood at $276.2 billion. By the end of the month, it had risen 7.38%. 

In early September, the market cap added another 0.65%, reaching $298 billion. This steady inflow provided much-needed liquidity to the derivatives market. As a result, futures momentum gained solid ground. 

Meanwhile, analysts underline that stablecoin inflows will remain the key factor for sustainable growth. Ultimately, if capital inflows continue at this pace, a derivatives-led bull run could be on the horizon. 

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OKB Token Burn and X-Layer Upgrade 

The strongest driver behind OKB’s rise is a massive token burn. OKX permanently removed 65 million OKB from circulation. The value of this burn reached $7.6 billion, reducing the total supply significantly. Circulating supply dropped back to 21 million, creating scarcity that attracted stronger investor demand. 

Alongside this, OKX launched a major upgrade for its Ethereum-compatible X-Layer chain. The network now processes up to 5,000 transactions per second. Fees dropped near zero, while overall efficiency increased. This upgrade also provided developers with a faster and more secure environment. In short, OKB surged thanks to both supply reduction and infrastructure growth. 

Meanwhile, prices jumped more than 120 percent in a single day. The token moved from $46 to around $190. This rally marked one of the most dramatic performances in exchange token history. 

BNB Institutional Purchases and Expanding Ecosystem 

On the BNB side, institutional demand has been the main catalyst. Nasdaq-listed Nano Labs purchased $90 million worth of BNB. The company aims to expand its allocation to $1 billion in total. In addition, Yzi Labs plans to establish a treasury company designed to hold BNB as a core reserve. These moves turn BNB into an institutional-grade asset. 

Furthermore, Binance strengthens its tokenomics with regular burns that create deflationary pressure. The most recent burn removed $1 billion worth of BNB from circulation. As supply dropped, price support grew stronger. At the same time, the “Maxwell” upgrade went live on BNB Chain. Block times were cut in half, effectively doubling transaction speed. 

In parallel, tokenized stocks are now available on Binance Chain. Users can trade equities across 185 markets in token form. This expansion positions BNB not only as an exchange token but also as a bridge to global finance. Finally, the token broke new records, climbing to $850. 

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Two main factors are driving this rally. The first is aggressive ETH accumulation by institutional investors. BitMine leads with over 833,000 ETH worth $3.3 billion, followed by SharpLink with around 522,000 ETH worth $2.1 billion. Standard Chartered’s Geoffrey Kendrick stated that these purchases are only the beginning, predicting institutions could eventually hold up to 10% of all ETH. 

The second factor is strong inflows into spot Ethereum ETFs. These products attracted around $5 billion in the past month alone. Since launching in July 2024, they have recorded total net inflows of $9.4 billion. Analyst Cas Abbé highlighted a notable whale transaction where an investor purchased 10,400 ETH worth $40.5 million via an OTC deal. 

$ETH Dominance

Ethereum Dominance is already ~50-60% of the way in its Macro Uptrend#ETH #Crypto #Ethereum pic.twitter.com/regkPlcSeF

— Rekt Capital (@rektcapital) August 8, 2025

Bitcoin Dominance Declines as Altcoin Season Hopes Grow 

Ethereum’s surge coincided with Bitcoin dominance falling to around 59%. This shift suggests capital is moving from Bitcoin into Ethereum and other altcoins. Popular analyst Rekt Capital noted that Ethereum dominance is already in the 50–60% range of its macro uptrend. 

Drawing parallels to the 2021 bull run, the analyst predicted a short-term rebound in Bitcoin dominance. However, he also projected a long-term technical downtrend, paving the way for altcoins to significantly outperform Bitcoin. 

With strong institutional appetite, robust ETF inflows, and shifting market dynamics, Ethereum appears poised to target higher levels in the coming period. This strengthens the view that an altcoin season may be on the horizon. 

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IBIT Leads BTC ETF Inflows  

According to Farside Investors, U.S. Bitcoin ETFs saw $319 million in inflows on Wednesday, with IBIT leading at $223 million. Fidelity’s FBTC and Grayscale’s mini Bitcoin ETF (BTC) each contributed $35 million. Since mid-April, IBIT has dominated U.S. Bitcoin ETF inflows, setting the stage for a new peak as Bitcoin trades around $103,000.  

Long-Term BTC Investor Cost Basis Rises  

Glassnode reports that BTC Long-Term Holder (LTH) realized price has climbed to $45,340, indicating coins bought between $90,000-$100,000 are transitioning to long-term status. The rising cost basis highlights investor maturity. Analyst Miles Deutscher noted the current rally is driven by spot buying, with giants like BlackRock Bitcoin ETF contributing significantly.  

BTC is currently trading at $102,388, up 1.2%. However, daily trading volume dropped 10% to $44.5 billion. Analyst Ali Martinez suggests a potential pullback to $100,000, with the Relative Strength Index (RSI) signaling overbought conditions. Meanwhile, analyst Captan Faibik identified a rising triangle pattern on the hourly chart, suggesting BTC could test the $104,900 resistance. Breaking this level could lead to new all-time highs.  

BlackRock Bitcoin ETF’s leadership underscores how institutional demand is powering the rally. IBIT’s 628,000 BTC in assets reflects strong investor confidence. If BTC breaks the $104,900 resistance, it could reach an all-time high. Investors are closely monitoring these developments.  

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