ETH Whale Accumulation Tightens Supply as 70% of Positions Go Long

Ethereum ($ETH) shows growing whale activity and leveraged long positioning, signaling a potential breakout once liquidity clears.

◾ Whale accumulation dominates ETH flows

◾ 66k ETH Borrow Whale added 40,975 ETH ($121M) in 24h; total 569,247 ETH ($1.69B) since Nov 4

◾ Bitmine acquired 67,886 ETH ($201M) in 24h; holds 4.06M ETH (~3.37% of supply)

◾ Trend Research bought 46,379 ETH this week, total holdings ~580,000 ETH

◾ Derivatives positioning & leverage

◾ ~70% of global ETH positions on Binance are net long

◾ Estimated Leverage Ratio (ELR) reached all-time high of 0.611

◾ Traders deploying increasing leverage vs. shrinking exchange reserves

◾ Supply tightening signals potential breakout

$ETH exchange supply ratio on Binance at 0.032 (lowest since Sept 2024)

◾ Price compressed below $3,000 & 200-EMA

◾ Lower liquidity around $2,600 may fuel an upward swing once swept

◾ Key takeaway

◾ Whale accumulation continues at near cost-basis prices

◾ Supply scarcity + high leverage increases odds of a volatile breakout

ETH setup favors upside if buyers absorb swing-low liquidity

#Ethereum #ETHWhales #CryptoMarket #ArifAlpha #BlockchainAnalysis

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