2026-01-08 14:30:28

#密码资产动态追踪 ETH this wave of market movement is quite interesting

Recently, during Ethereum's price correction, there has been a surge of institutional large-scale entry and staking enthusiasm. What does this really indicate?

First, let's talk about the actions from the institutions. Traditional financial giants like Morgan Stanley and Goldman Sachs have been increasingly involved with Ethereum, even proposing spot ETF plans that integrate staking rewards. Goldman Sachs and Bernstein are even predicting a super cycle of tokenization around 2026, which means institutions are not just watching the market but are actively betting on regulated on-chain finance with real money.

Looking at the data makes it even more compelling — Ethereum's staking withdrawal queue has been cleared, with 1.46 million ETH (worth $4.6 billion) waiting to be staked. Even institutions like Bitmine are increasing their staking holdings. More astonishingly, some top whales have directly transferred $31.7 million from Bitcoin to stake Ethereum, clearly betting on long-term gains.

However, this doesn't necessarily mean the market is about to take off. The short-term technicals look a bit grim: the short-term moving average is below the long-term moving average, MACD shows bearish signals with negative histogram bars, and RSI is below 50. In the past two hours, there has been a clear net outflow of funds, with large investors selling off. The combined outflow from Bitcoin and Ethereum ETFs is close to $600 million, indicating market sentiment remains cautious.

Community opinions are divided. One camp is disappointed with the recent decline, while the other firmly believes in the long-term fundamentals and is waiting for a rebound in 2026. Essentially: institutions are quietly accumulating at low levels, while retail investors are caught up in current panic. $ETH $BTC

ETH0,92%

BTC0,14%

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FrontRunFighter

· 9h ago

whales quietly stacking while retail panic sells... classic playbook, nothing new here tbh. the real question is whether these institutions are actually bullish or just frontrunning their own narratives lol

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LostBetweenChains

· 23h ago

Institutions are bottom-fishing while we're cutting losses—that's the reality. --- 1.46 million tokens are queued for staking? I find it tempting, but I have no bullets left. --- No one can say for sure about 2026; let's survive this round of dumping first. --- Large investors withdrew 600 million; we should keep observing this signal. --- Technically, it's indeed tough in the short term; let's wait and see if it can return to the support level. --- At the end of the day, it's still a game played by institutions; retail investors just need to enjoy some soup. --- The staking queue being cleared is definitely a positive sign, but why is it still falling? --- If betting on 2026, entering at the low now might still be okay? Still debating. --- Looking at MACD like this, caution is still needed; no rush to chase highs. --- A whale transferred 31.7 million from Bitcoin; I can't learn this move.

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SellTheBounce

· 01-10 03:07

The moment institutions start pouring in coins is often when retail investors should be clearing their positions. Don't be fooled by the number 1,460,000; buying the dip after a decline is the real strategy.

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CoffeeOnChain

· 01-08 15:00

Institutions are dumping, retail investors are buying the dip, it's the same old story.

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CrossChainBreather

· 01-08 15:00

Institutions are accumulating our retail investors' chips, and we have to wait until 2026 to turn things around? I think this trade will result in a loss.

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OldLeekMaster

· 01-08 15:00

Institutions are bottom-fishing while retail investors are panicking. This trick is so familiar haha --- Short-term bearish, but 1.46 million ETH are in line. This number is a bit hard to sustain --- I just want to know what that whale with 31.7 million USD is really thinking? --- Rebound in 2026? I want to eat now, I can't wait that long --- Goldman Sachs is betting, Morgan is bottom-fishing, and we're still hesitating? Wake up, everyone --- ETF outflow of 600 million, but the pledged assets have increased. What's going on with this contradiction? --- Basically, it's still about accumulating at low levels. I'm just worried that we might be bottom-fishing up to the middle of the mountain --- The technicals are so uncomfortable, big players are dumping, and there are still short-term risks

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RadioShackKnight

· 01-08 14:59

Institutions are quietly accumulating while retail investors are still hesitating. What’s with this gap? --- 1.46 million tokens are queued for staking, with whales transferring from BTC. What does this say? Do they not have a clear understanding? --- The short-term technical outlook is indeed a bit weak, but who can clearly explain the long-term logic here? --- Goldman Sachs, Morgan Stanley, and these big players wouldn’t be pouring money in without reason. I’m betting on the 2026 super cycle. --- Net capital outflow of 600 million, large investors dumping, retail investors should really calm down and think about what they’re doing. --- It’s outrageous that some people see the decline as panic; haven’t you seen institutions疯狂囤积 at low levels? --- This is a typical pattern of accumulation on the left side and takeoff on the right side. The key is to hold on until 2026. --- Large investors are indeed dumping, but the 1.46 million tokens waiting for staking are also real. The market is just a game of mutual betting.

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SeasonedInvestor

· 01-08 14:57

Institutions are bottom-fishing while we're dumping. That's the reality, buddy. --- 1.46 million coins are queued for staking? Retail investors are still debating whether to buy now, while institutions have already fully committed to 2026. --- The short-term technical outlook is indeed tough, but the long-term logic is still there. It all depends on whether you believe in this wave. --- Goldman Sachs and Morgan Stanley are both entering the market, and we're still arguing on forums. What a gap. --- 30.17 million moved from Bitcoin to ETH staking? This move is quite aggressive. --- Basically, there are two types of people: one watching the K-line collapse, and the other who closed their eyes and waited for 2026. --- I laughed when I saw the ETF outflow of 600 million. Retail investors are often the best entry point during panic.

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SignatureVerifier

· 01-08 14:48

ngl the tech signals are screaming sell but the whale accumulation data tells a different story... requires further auditing before i'm convinced tbh

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rug_connoisseur

· 01-08 14:43

Institutions are bottom-fishing while retail investors are getting squeezed. I've seen this script too many times.

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