【Is Ethereum's 'smart money' quietly bottoming out? Data reveals institutional actions!】
Did the outflow of 19 million in a single day scare you? Don't panic, look at this set of data——This week, institutions bought back 209 million USD worth of ETH!
📊 The funding landscape hides secrets:
🔴 Daily performance: On December 12, a net outflow of 19.4 million USD (due to short-term market fluctuations)
🟢 Weekly truth: From December 9-13, an overall net inflow of 209.1 million USD
📌 Key insights: Large funds are discreetly laying out strategies of 'small tests on down days + continuous accumulation over cycles'
🚨 What signals does this reveal?
1️⃣ ETH in the eyes of institutions ≠ your ETH: Grayscale’s profit-taking does not equate to a bearish view from institutions; new ETF issuers like BlackRock/Fidelity are continuously accumulating
2️⃣ The logic of 'a drop is an opportunity' is highlighted: Wall Street views every pullback as a discounted entry window
3️⃣ Allocation logic upgrade: ETH is shifting from a 'speculative asset' to a standard component of crypto asset allocation
💡 Why do smart funds buy more as prices drop?
▸ The Ethereum 2.0 deflationary model has achieved an annualized -0.5% inflation rate (effectively entering deflation)
▸ After the Cancun upgrade, L2 transaction costs plummeted by over 80%, with ecosystem explosion imminent
▸ Anticipation for SEC approval of options ETFs before year-end is rising, which will open up a tens of billions-level derivatives market
🌐 On-chain data synchronously verifies:
The exchange's ETH reserves have dropped to a three-year low (circulating supply continues to tighten)
Addresses holding over 1000 coins increased by 2.1% weekly (whales are accumulating)
⚠️ Note: This is not investment advice, but you must know——
When retail investors are bound by daily market fluctuations, institutions are scanning the crypto landscape for the next three years from a weekly and monthly perspective. The narrative around ETH's ETFs is just beginning. $ETH $BTC #ETH走势分析 #加密市场观察
