2025-12-16 13:21:02

You should pay attention to a phenomenon — the Ethereum holdings in exchange accounts have dropped to the lowest level since the project started in 2015.

This is no small matter. When exchanges have fewer chips to sell, it usually indicates that major market players are quietly taking action. Whales and institutions are withdrawing large amounts of tokens, primarily for staking, re-staking, or long-term locking — which is a classic bullish signal.

At the same time, a heavyweight news has come from traditional finance. U.S. banks have announced a plan: starting from 2026, all their wealth management advisors will be able to directly recommend Bitcoin and Ethereum ETF products to high-net-worth clients. What does this mean? It means that Wall Street’s mechanisms have already paved the way for compliant channels for crypto assets, and the door for traditional capital is opening.

Connecting these two events, the situation becomes very clear:

On one side, the supply is tightening — the ETH available for quick sale in exchanges is rapidly decreasing.

On the other side, demand is expanding — top global financial institutions are ready to buy with traditional funds.

It’s a simple supply and demand relationship, but the scale and quality are completely different. As the truly sellable assets in the market become increasingly scarce, and institutional buyers waiting in line to enter keep coming, what will happen next? This logical chain is well understood by all participants.

ETH0,51%

BTC0,27%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
4
Repost
Share

Comment

0/400

ForkTrooper

· 2025-12-18 07:07

Exchanges are offering fewer and fewer withdrawals, Wall Street is lining up, this is getting really interesting. This wave is about to take off, with scarce supply and overwhelming demand, the old tricks but never failing. US banks are pushing ETFs, institutions have already been stocking up, what are retail investors still hesitating for? The key is that big players are really taking action, it's not just hearsay, the data speaks for itself. As long as Wall Street hasn't entered the market, it's not truly a bull market. Now that it has, there's no need to say more about what comes next. But don't fall into the trap of the scythe cutting the leeks again; we've been caught so many times. Is this time real or not? While supply decreases, institutions are also eating up the chips. The timing is too delicate.

View OriginalReply0

EthMaximalist

· 2025-12-16 13:46

Exchanges ETH drops to new lows, big players are quietly accumulating, Wall Street is also about to jump in, this logical chain indeed can't hold up --- It's another supply and demand story, but this time it's really different. I've seen too many cases of institutional FOMO --- Wait, you're only recommending in 2026? Should I start investing now? --- Whale withdrawals and Bank of America giving the green light, basically Wall Street just wants cheap assets --- No one mentioned that exchange holdings are bottoming out before, and now it suddenly becomes big news? --- Supply tightens and demand explodes, it would be ridiculous if prices still can't go up --- Waiting for traditional funds to enter in 2026, and by then, there's no regret medicine to take

View OriginalReply0

GasFeeCrier

· 2025-12-16 13:40

The ETH on exchanges has been absorbed by whales, Wall Street is also entering the market, and now the supply chain really can't hold up. --- Wait, it's not until 2026 for the launch, why are they stocking up now? Feels like there's insider information. --- It's the old story of supply and demand, but this time it's really different; all the money is pouring in. --- Exchanges have no chips left to sell off, which is a real bullish signal, more than any technical analysis. --- Wall Street is coming, retail investors' good days might be over, it depends on how institutions manipulate the market. --- I want to see if 2026 will be moved up; it seems that the big players who are already positioning now definitely know something.

View OriginalReply0

MEVHunterZhang

· 2025-12-16 13:27

The ETH on the exchange has hit a new all-time low, indicating that smart money is all about withdrawing. This wave feels a bit different. Wall Street is about to push an ETF? Supply is decreasing while demand continues to rise. I understand this logic. The real game hasn't even started yet. Those entering now are somewhat enlightened. Institutional moves are too obvious this time. Who can't see it? Wait, US banks won't start until 2026? So how do we play these two years in between? Tightening supply and expanding demand sounds great, but be careful—could this be another trap to fleece retail investors? Those withdrawing are big players; small retail investors are still stuck trading on exchanges.

View OriginalReply0