2025-12-30 08:10:12

#战略性加仓BTC Why is this wave of ETH market movement worth paying attention to? I’ve summarized several core driving factors.

From a capital perspective, institutions like BlackRock are continuously deploying through spot ETFs, injecting real funds into the market. As the global interest rate cut cycle begins, risk assets are regaining favor, and Ethereum, as a leading public chain, naturally becomes a key allocation for institutions.

Looking at the supply side—this is the most interesting part. ETH balances on exchanges have fallen to historic lows, with a large amount of funds locked in staking, leaving very few tokens actually available for trading. When on-chain activity is high, the burn mechanism continues to consume supply. This extreme scarcity situation makes it easy for buying pressure to push prices up with just a slight increase.

While BTC has surged aggressively, ETH seems somewhat lagging behind, and technically there is indeed room for a rebound. More importantly, the Layer2 ecosystem (like Base, Arbitrum) has seen a surge in users, and the prosperity of these scaling solutions will ultimately feed back into Ethereum’s own value.

Low supply combined with strong buying interest, plus the relative rebound demand compared to BTC, gives ETH considerable upward momentum next month. Of course, attention should be paid to SEC policy changes regarding staking and unexpected macro factors.

BTC0,76%

ETH1,98%

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SchrodingerPrivateKey

· 5h ago

Exchange ETH balance hits a new low, this data is really impressive, but it sounds like a narrative to pump the market. BlackRock keeps buying, and I can't help but think of the last time someone said that... Forget it, just get on board. Layer 2's surge is definitely visible to users, but whether these positive signals can truly feed back in the end remains to be seen.

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SchroedingersFrontrun

· 5h ago

The exchange ETH balance hitting a new low is indeed a tough pill to swallow, indicating that some people are still hoarding. Black swan events can strike at any time, and who knows what SEC folks are planning next. Layer 2 explosion feeding back into the mainnet sounds exciting, but can it really transmit? It still seems to depend on how institutions pour real money. BlackRock's continuous buying indeed boosts confidence, but has the rate cut cycle truly begun? Don't let it be another false alarm. The potential for catch-up gains sounds good, but I'm worried it might just become an excuse for bagholders.

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AirdropSweaterFan

· 5h ago

The exchange ETH balance is really getting tighter, I buy this logic. With so much staking and locking, liquidity is indeed frozen, no wonder it's easy to push up as long as there's some buying pressure. BTC has already run so far, ETH's catch-up rally is inevitable.

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NervousFingers

· 5h ago

The bottoming out of ETH balances on exchanges... do you not understand what this means? This is the rhythm of takeoff. BlackRock is aggressively buying, retail investors are still debating when to get in, a classic contrarian indicator. The surge in Layer2 users is definitely not a false alarm; Base's popularity is almost catching up with L1, and the feedback effect is indeed on its way. The crypto world always follows the same pattern: shortage + capital + technical factors, just missing a collision of Mars and Earth. With such deep staking and lock-up, no one dares to sell heavily in the short term; with such low selling pressure, it's hard not to rise. Once BlackRock's spot ETF launches, institutional allocations will definitely not be lacking—real money involved. If next month you still follow BTC's tail, then you really owe this supply volume an apology.

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BrokeBeans

· 5h ago

Exchanges have ETH at rock bottom, this is the real powder keg. BlackRock's institutions are not fools; pouring in real money will eventually push the market up. Layer2 is also aggressively absorbing ETH ecosystem value. It feels like there might really be a chance next month. SEC needs to keep an eye on this; don't let some last-minute surprise ruin everything. --- The potential for a rebound is right there. BTC has already skyrocketed, so how come ETH is still dozing off? --- So, supply-side factors are the key. The fact that exchanges hold scarce chips is itself the biggest positive. --- The combination of a rate cut cycle + institutional deployment + tight ETH supply, I’m impressed. --- With so many tokens locked in staking, it’s impossible to dump the market. --- The surge in Layer2 users has been overdue for a long time. Why are we only paying attention now? --- BlackRock is buying, big players are locking in positions, retail investors are still asking if it’s worth it. The gap in outlooks is huge.

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