Ethereum News Today: 100% Win Rate Whale: The Oracle Steering $273M Through Crypto Storms

The enigmatic "100% Win Rate Whale," known for its unbroken streak of profitable crypto trades, has once again expanded its long positions in Bitcoin and Ethereum, signaling renewed confidence in the market. According to on-chain analyst Ai Auntie, the whale added 173.6 BTC ($165 million) in early October, bringing its total BTC long position to 1,482.9 BTC with an entry price of $110,680.10, per a Lookonchain report. Simultaneously, its ETH holdings stand at 33,270.78 ETH ($132 million), with an average entry price of $3,897.59, according to Coinotag coverage. The combined notional value of these positions now exceeds $273 million, though recent market fluctuations have introduced mixed unrealized gains and losses.

The whale's latest moves come amid a broader market rebound fueled by optimism around U.S.-China trade negotiations. On October 26, the two nations reached a preliminary agreement to delay rare earth export controls, lifting the crypto market cap to $3.83 trillion, according to a Coinpedia report. This development coincided with the whale's strategic accumulation, as it capitalized on a post-liquidation rally following Trump's 100% tariff announcement, which had earlier triggered a three-month low for Bitcoin, as reported by Yahoo Finance.

Notably, the whale's Ethereum long position was recently rebooted after a brief pause. HyperInsight data revealed that the address (0xc2a) began re-entering ETH longs at prices between $3,800 and $3,880, despite currently holding a $3.2 million unrealized loss, according to a Lookonchain update. This contrasts with its Bitcoin position, which shows a $2.97 million unrealized gain per the earlier Lookonchain post. The whale's activity underscores its role as a market barometer, with smaller traders often mirroring its moves.

The whale's strategy extends beyond Bitcoin and Ethereum. In a separate move, a large holder sold 99,979 SOL ($18.5 million) and cross-chained the proceeds to Ethereum to buy 4,532 ETH, according to a Coinotag report. Meanwhile, the same whale (0xc2a) recently added 17,501.5 SOL ($3.41 million) to its position, though this now carries a $1.26 million unrealized loss, per a Lookonchain post. These actions highlight the dynamic capital reallocation across major layer-1 ecosystems.

The trader's success has drawn attention for its 100% win rate, a rare feat in volatile crypto markets. Blockchain data shows that 0xc2a's account has generated $17 million in profits over two weeks, with no recorded losses, according to Yahoo Finance. This performance has reignited discussions about the influence of whale behavior on market sentiment, particularly as traditional "Uptober" bullish expectations clash with geopolitical uncertainties.

Analysts note that the whale's actions align with broader institutional trends. Ethereum treasury firms have overtaken Bitcoin counterparts in circulating supply dominance, reflecting growing demand for yield-bearing assets post-Proof-of-Stake transition, according to a Yahoo Finance analysis. However, the market remains cautious ahead of the FOMC meeting, with Bitcoin consolidating above $113,000 and Ethereum hovering near $4,050, per Coinpedia.