Ethereum News Today: Institutional Whales and ETF Inflows Fuel Ethereum's $3K Ascent Amid Fed's QT Wind-Down

Ethereum's price has surged amid renewed institutional demand and technical optimism, with bulls eyeing a critical breakout above $3,000. On-chain data reveals a significant shift in investor behavior, as whale activity and ETF inflows signal growing confidence in the second-largest cryptocurrency. Ethereum's price climbed above $2,981 on November 26, 2025, reaching $3,031 at press time, driven by a combination of macroeconomic factors and market sentiment.

The rebound follows a period of heavy selling pressure, with institutional investors returning to the fold after recent capitulation. BlackRock's IBIT recorded a net cash inflow of over $130 million on Tuesday, partially offsetting previous outflows, while a single whale withdrew 6,000 ETH (worth $17 million) from Binance, boosting holdings to nearly 74,000 ETH. This accumulation underscores a broader trend of institutional-grade demand, particularly as the Federal Reserve's quantitative tightening (QT) nears its end in December. Analysts suggest that the liquidity unleashed by the Fed's policy shift could catalyze further gains for Ethereum, which has historically benefited from such monetary easing.

Technical indicators also support a bullish outlook. Ethereum's weekly Relative Strength Index (RSI) remains in oversold territory, a potential precursor to a rebound. Additionally, the cryptocurrency's Apparent Demand-a metric measuring the difference between ETH issuance and inactive supply-hit a 26-month high of 90,995 ETH on November 26, up from 37,990 ETH on November 22. This surge mirrors a similar pattern in September 2023, which preceded a 165% rally to $4,100. Spot Ethereum ETFs added $230.9 million in inflows over three consecutive days, reversing a prior outflow streak that saw $1.28 billion lost from November 11–20.

Despite these tailwinds, Ethereum's price remains volatile. The asset traded near $3,030 as of November 28, 2025, down 25% from the previous month, amid ETF outflows and weak liquidity. BitMine's recent purchase of 14,618 ETH ($44.34 million) added to its treasury-now holding 3.63 million ETH, or 3% of the total supply-further highlights institutional appetite. However, the market's muted response to such buying suggests lingering caution, with analysts pointing to broader macroeconomic uncertainty and regulatory developments as key risks.

Looking ahead, Ethereum's trajectory hinges on its ability to sustain above $2,800 support levels. A successful hold could trigger a V-shaped recovery toward $3,600, particularly if the Fed's December rate cut materializes. Meanwhile, cross-chain innovations like Avail Nexus, which unifies liquidity across Ethereum, Solana, and other ecosystems, may further bolster Ethereum's utility and adoption .