AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
A growing divergence in Ethereum’s investor base is reshaping market dynamics as retail traders offload positions while large institutional and high-net-worth investors quietly accumulate ETH. On-chain data reveals a stark contrast between retail-driven selling and whale-level buying, a pattern often associated with early stages of a market reversal. Over the past week, Ethereum-based projects like Memetrix have attracted significant whale interest, with high-value addresses repeatedly purchasing tokens during its presale phase, signaling confidence in long-term value [1]. Meanwhile, retail-driven volatility has waned, as seen in the
(SHIB) case, where a 25,587% surge in net inflows into large wallets occurred despite the token’s price declining from $0.000016 to $0.0000139 within 24 hours. This dissonance suggests strategic positioning rather than speculative hype [2].The shift aligns with broader market analysis. Crypto analyst Ki Young Ju has highlighted a structural change in market cycles, noting that historically, whales distributed assets to retail investors during accumulation phases. Current patterns, however, show older whale accounts selling to newer institutional-grade holders, indicating a reallocation of capital toward Ethereum-based projects perceived as more resilient amid macroeconomic pressures [3]. Additionally, a previously dormant
whale wallet has activated, though details remain opaque [4]. Retail dumping has coincided with broader market turbulence, including a “death cross” event on XRP’s hourly chart against and over $976 million in liquidations on July 23. While not Ethereum-specific, the event underscores systemic fragility in crypto markets, prompting investors to prioritize assets with stronger institutional backing [2].Ethereum’s blockchain fundamentals, including its role in powering DeFi, NFTs, and Web3 infrastructure, are seen as key drivers of long-term value. Whale activity, often linked to strategic, long-term confidence, contrasts sharply with retail behavior, which is frequently influenced by short-term news cycles and emotional reactions. The 10x Research team has flagged short-term overbought conditions for Ethereum, but
analysts argue bullish fundamentals remain intact [5]. As presale projects like Memetrix draw whale attention, the platform’s ability to absorb large-scale institutional flows may determine whether current accumulation translates into sustained price strength. However, the absence of immediate retail participation—historically tied to social media-driven hype—suggests caution. Without broader retail engagement or macroeconomic catalysts, Ethereum’s growth potential remains contingent on whale-driven momentum. Analysts will monitor whether the current accumulation phase leads to a structural breakout or another short-lived consolidation [3].Sources:
[1] NorthPennNow. "Whale Activity Spikes as Memetrix Presale Accelerates Are You In Yet?" https://northpennnow.com/news/2025/jul/25/whale-activity-spikes-as-memetrix-presale-accelerates-are-you-in-yet/
[2] U.Today. "XRP Forms Death Cross Against Bitcoin, Shiba Inu Rockets 25,587% in Whale Activity..." https://u.today/xrp-forms-death-cross-against-bitcoin-shiba-inu-rockets-25587-in-whale-activity-satoshi-era-bitcoin
[3] FastBull. "Why Ki Young Ju Say 'Bitcoin Cycle Theory Is Dead'" https://m.fastbull.com/news-detail/why-ki-young-ju-say-bitcoin-cycle-theory-news_6100_0_2025_3_4861_3/6100_LTC-USDT
[4] Binance. "New Ethereum Whale Wallet Spotted!" https://www.binance.com/en/square/post/27446523637018
[5] Facebook. "Ethereum Faces Pressure and Potential" https://www.facebook.com/groups/forexxauusd/posts/4155****98141853/

Quickly understand the history and background of various well-known coins

Dec.02 2025

Dec.02 2025

Dec.02 2025

Dec.02 2025

Dec.02 2025
Daily stocks & crypto headlines, free to your inbox
Comments
No comments yet