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ETH质押退出动态观察

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web3唐三藏
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ETH stages an 'epic exchange': $39.1 billion exits, while new funds are crazily queuing! What is really brewing? ETH has currently reached strong weekly support, indicating it has adjusted, and the $4060 level has begun to form a bottom, allowing for long positions to be established.Big news in the crypto space! The latest data from validatorqueue reveals a crucial truth: the number of ETH exiting the Ethereum PoS network has soared to 910,461, setting a historical record—at current prices, that's a magnitude of $39.1 billion! Behind this set of data lies the 'exit signal' from veteran players: a group of whales who built positions at the ETH low point in April (below $3000) chose to cash out as the price surged above $4000. It's important to know that if these large chips were to be sold off en masse, it would not be a small fluctuation, and it could create deep pits in the market.

ETH stages an 'epic exchange': $39.1 billion exits, while new funds are crazily queuing! What is really brewing? ETH has currently reached strong weekly support, indicating it has adjusted, and the $4060 level has begun to form a bottom, allowing for long positions to be established.

Big news in the crypto space! The latest data from validatorqueue reveals a crucial truth: the number of ETH exiting the Ethereum PoS network has soared to 910,461, setting a historical record—at current prices, that's a magnitude of $39.1 billion!

Behind this set of data lies the 'exit signal' from veteran players: a group of whales who built positions at the ETH low point in April (below $3000) chose to cash out as the price surged above $4000. It's important to know that if these large chips were to be sold off en masse, it would not be a small fluctuation, and it could create deep pits in the market.
小目标1000万:
该空的都空了,正是上车的时候
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Holding Steady During the Pullback: Seize the Opportunities in the Second Half of the YearAugust 20, 2025 Market Analysis The market continues to pull back, and Ethereum has fallen below $4200. However, by the time I wrote this article, it had almost recovered. If it can stabilize at $4200, then the short-term trend still aligns with my judgment. As I mentioned yesterday: $4200 has support, but it may briefly drop below this level in the short term. The hourly candlestick trend is still maintaining a downward trend, especially since the support strength at $4200 is not very strong. The real strong support is at the lower level of around $3600. Therefore, if this downward channel is not broken, it is indeed possible for it to fall below $4000. From an hourly perspective, Ethereum needs to rebound and stabilize above $4400 to break this adjustment trend. Thus, I must admit that the next few days will still favor the bears.

Holding Steady During the Pullback: Seize the Opportunities in the Second Half of the Year

August 20, 2025 Market Analysis
The market continues to pull back, and Ethereum has fallen below $4200. However, by the time I wrote this article, it had almost recovered. If it can stabilize at $4200, then the short-term trend still aligns with my judgment. As I mentioned yesterday: $4200 has support, but it may briefly drop below this level in the short term. The hourly candlestick trend is still maintaining a downward trend, especially since the support strength at $4200 is not very strong. The real strong support is at the lower level of around $3600. Therefore, if this downward channel is not broken, it is indeed possible for it to fall below $4000. From an hourly perspective, Ethereum needs to rebound and stabilize above $4400 to break this adjustment trend. Thus, I must admit that the next few days will still favor the bears.
Chan Shield w479:
以太坚持4年了,绝不轻易放弃
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Who is running away? Who is bottom fishing? ETH sees $3.9 billion 'mutual combat', the truth makes all bears tremble!Today, Ethereum released a magical data point—validators queuing to exit hold as much as 910,000 ETH, worth $3.9 billion, setting a historical record! But on the other hand, there are also 260,000 ETH eager to enter staking. In this operation of mutual combat, who is running away? Who is bottom fishing? Let's start with the core: this is not a signal of collapse, but a sign of market maturity! It's like a highway toll booth; traffic jam at the exit doesn't mean an accident, it could be a buy one get one free deal at the service area, those in the know understand. What we really need to be cautious about is a clear exit with no one willing to leave—that would be a real downturn!

Who is running away? Who is bottom fishing? ETH sees $3.9 billion 'mutual combat', the truth makes all bears tremble!

Today, Ethereum released a magical data point—validators queuing to exit hold as much as 910,000 ETH, worth $3.9 billion, setting a historical record! But on the other hand, there are also 260,000 ETH eager to enter staking. In this operation of mutual combat, who is running away? Who is bottom fishing?

Let's start with the core: this is not a signal of collapse, but a sign of market maturity!
It's like a highway toll booth; traffic jam at the exit doesn't mean an accident, it could be a buy one get one free deal at the service area, those in the know understand. What we really need to be cautious about is a clear exit with no one willing to leave—that would be a real downturn!
2025年ETH过8K刀:
甚至这一轮,也不一定换庄完成。
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Ethereum recently experienced a major event: the number of ETH withdrawn from staking surged to 910,000, a record high, worth $39.1 billion at current prices! Veteran investors, taking advantage of ETH's surge from its April low, frantically cashed out. If these whales were to collectively dump the market, the market would undoubtedly be shaken. On the other hand, another 268,000 ETH is lining up to enter the market! This new capital is coming from institutions scrambling to buy ETH, driven by favorable regulations. Publicly listed companies like SharpLink and BitMine are not only buying ETH but also directly staking it, clearly signaling long-term optimism. The market is now a tug-of-war: veteran investors are fleeing, driving selling pressure, while new institutions are entering the market to shore up confidence. Whoever has the most power will determine whether Ethereum will plummet or rise again. More importantly, this exodus coincides with ETH's 80% surge in April! Those whales who built positions below $3,000 are now reaping the rewards above $4,000. Coupled with the recent US SEC raids on staking service providers, regulatory pressure is forcing institutions to reduce their holdings, creating significant market pressure from this double blow. However, there are also signs of hope: new institutions have bucked the trend by acquiring 260,000 ETH, and BlackRock's ETH spot ETF is about to launch. Historically, ETH skyrocketed 600% after the 2020 Lido staking crisis. When retail investors panic, it's a prime opportunity for institutions to pick up bargains. In the short term, be wary of a stampede in staking returns: a wave of exits could cause the annualized yield (APY) to plummet below 3%, forcing staking platforms to sell ETH to pay user returns, exacerbating selling pressure. However, in the long term, Ethereum's Cancun upgrade and ETF dual-core drive could usher in a takeoff opportunity once the selling pressure clears by the end of September. In the short term, it's possible to buy institutional shares in batches in the 3,800-4,000 range. When should you enter and exit? How to capitalize on strong coins? What's the right take-profit setting? Aunt Shisan always tells her fans on Shequn immediately, "Just follow my thinking and execute what I say, and you'll definitely reap the rewards!" #加密市场回调 #ETH质押退出动态观察
Ethereum recently experienced a major event: the number of ETH withdrawn from staking surged to 910,000, a record high, worth $39.1 billion at current prices! Veteran investors, taking advantage of ETH's surge from its April low, frantically cashed out. If these whales were to collectively dump the market, the market would undoubtedly be shaken.

On the other hand, another 268,000 ETH is lining up to enter the market! This new capital is coming from institutions scrambling to buy ETH, driven by favorable regulations. Publicly listed companies like SharpLink and BitMine are not only buying ETH but also directly staking it, clearly signaling long-term optimism. The market is now a tug-of-war: veteran investors are fleeing, driving selling pressure, while new institutions are entering the market to shore up confidence. Whoever has the most power will determine whether Ethereum will plummet or rise again.

More importantly, this exodus coincides with ETH's 80% surge in April! Those whales who built positions below $3,000 are now reaping the rewards above $4,000. Coupled with the recent US SEC raids on staking service providers, regulatory pressure is forcing institutions to reduce their holdings, creating significant market pressure from this double blow.

However, there are also signs of hope: new institutions have bucked the trend by acquiring 260,000 ETH, and BlackRock's ETH spot ETF is about to launch. Historically, ETH skyrocketed 600% after the 2020 Lido staking crisis. When retail investors panic, it's a prime opportunity for institutions to pick up bargains.

In the short term, be wary of a stampede in staking returns: a wave of exits could cause the annualized yield (APY) to plummet below 3%, forcing staking platforms to sell ETH to pay user returns, exacerbating selling pressure. However, in the long term, Ethereum's Cancun upgrade and ETF dual-core drive could usher in a takeoff opportunity once the selling pressure clears by the end of September.

In the short term, it's possible to buy institutional shares in batches in the 3,800-4,000 range.

When should you enter and exit? How to capitalize on strong coins? What's the right take-profit setting? Aunt Shisan always tells her fans on Shequn immediately, "Just follow my thinking and execute what I say, and you'll definitely reap the rewards!"

#加密市场回调 #ETH质押退出动态观察
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The harshest in history! $39.1 billion in ETH collectively withdraws, but new money is crazily queuing to enter! What is Ethereum really brewing?Brothers, something big has happened! The latest data from validatorqueue has revealed a shocking secret: the amount of ETH exiting staking on the Ethereum PoS network has soared to 910,461, setting a historical record in coin terms, which amounts to $39.1 billion at current prices! What does this mean? It's simple, old players 'withdraw and leave', and a group of whales chooses to cash out after ETH soared from the April low. Just think, if this scale of selling pressure truly hits, it won't be a small disturbance; it can smash the entire market into a pit! But dramatically, on the other side, 268,217 ETH are queuing to enter! What is the force behind this? It is favorable regulation + institutions scrambling to buy. Companies like SharpLink Gaming and BitMine Immersion are increasing their holdings of ETH and are directly staking it! In other words, fresh institutional funds are 'taking over' and even scrambling to buy.

The harshest in history! $39.1 billion in ETH collectively withdraws, but new money is crazily queuing to enter! What is Ethereum really brewing?

Brothers, something big has happened!
The latest data from validatorqueue has revealed a shocking secret: the amount of ETH exiting staking on the Ethereum PoS network has soared to 910,461, setting a historical record in coin terms, which amounts to $39.1 billion at current prices!

What does this mean?
It's simple, old players 'withdraw and leave', and a group of whales chooses to cash out after ETH soared from the April low. Just think, if this scale of selling pressure truly hits, it won't be a small disturbance; it can smash the entire market into a pit!
But dramatically, on the other side, 268,217 ETH are queuing to enter! What is the force behind this? It is favorable regulation + institutions scrambling to buy. Companies like SharpLink Gaming and BitMine Immersion are increasing their holdings of ETH and are directly staking it! In other words, fresh institutional funds are 'taking over' and even scrambling to buy.
ZenMusk真歌-蓝鸟会:
精彩
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Is Ethereum really going down? 910,000 ETH unstaking trending! But the truth hits hard...The whole network is in chaos! 910,000 ETH is frantically escaping from staking contracts! Panic is spreading like wildfire through all communities, countless people wake up at midnight to sell at a loss — this scene is remarkably reminiscent of self-destructive behavior before a doomsday celebration. But have you ever thought: Perhaps all of this is just a carefully orchestrated play? One, behind the 'data terror,' who is manipulating your emotions? 'Unstaking = market crash' — this brutally simplistic conclusion is being used by some as a knife, stabbing into the hearts of retail investors, one cut at a time. What they won’t tell you is:

Is Ethereum really going down? 910,000 ETH unstaking trending! But the truth hits hard...

The whole network is in chaos! 910,000 ETH is frantically escaping from staking contracts! Panic is spreading like wildfire through all communities, countless people wake up at midnight to sell at a loss — this scene is remarkably reminiscent of self-destructive behavior before a doomsday celebration.
But have you ever thought:
Perhaps all of this is just a carefully orchestrated play?
One, behind the 'data terror,' who is manipulating your emotions?
'Unstaking = market crash' — this brutally simplistic conclusion is being used by some as a knife, stabbing into the hearts of retail investors, one cut at a time.
What they won’t tell you is:
Flora大王:
贝莱德和另外一个巨鲸昨晚抛售7万枚二饼
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Is Ethereum really going down? 910,000 ETH are being unstaked crazily! But the truth is...Today, the entire network is buzzing with 'ETH crash warning' as unstaked ETH surged to 910,000, a new historical high! Many people were scared into cutting losses overnight, but don't panic just yet. Let's dig into who is really behind this. Market manipulators are playing psychological warfare with 'information asymmetry'. These people are very cunning, specifically amplifying 'bearish' sentiments during retail panic—'unstaking = market crash' brainwashing is rampant. But yesterday, a few ETH strategic reserve companies in the U.S. quietly increased their holdings by 384,500 ETH (worth $1.653 billion), also breaking records, yet no one mentioned it! In short, they are creating panic to make you sell at a loss so they can buy in at a low price.

Is Ethereum really going down? 910,000 ETH are being unstaked crazily! But the truth is...

Today, the entire network is buzzing with 'ETH crash warning' as unstaked ETH surged to 910,000, a new historical high! Many people were scared into cutting losses overnight, but don't panic just yet. Let's dig into who is really behind this.
Market manipulators are playing psychological warfare with 'information asymmetry'. These people are very cunning, specifically amplifying 'bearish' sentiments during retail panic—'unstaking = market crash' brainwashing is rampant. But yesterday, a few ETH strategic reserve companies in the U.S. quietly increased their holdings by 384,500 ETH (worth $1.653 billion), also breaking records, yet no one mentioned it! In short, they are creating panic to make you sell at a loss so they can buy in at a low price.
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Is Ethereum about to crash? The amount of ETH unstaked today has reached 910,000, setting a new historical high!\nAnswer: No.\n1. Dogecoin manipulators control public opinion\nThey amplify negative news during market panic, escalating retail investors' fears; however, yesterday, the strategic reserve company for Ethereum in the US increased their holdings by 384,500 ETH (worth $1.653 billion) in a single day, also a historical high, yet they said nothing about it.\n2. Institutional movements are the core fundamentals\nThe ETH strategic reserve company not only did not sell but instead massively increased their positions, indicating their firm belief in the medium to long-term value and potential of ETH. This is the most critical force supporting the coin price at this moment.\n3. Unstaking does not equal dumping\nMost ETH unstaking is due to soaring on-chain lending rates; multiple staked arbitrageurs need to reduce leverage and lower risks, rather than directly selling. The proportion of selling entering the market is limited.\n4. Key external variables\nWill Powell's speech this week pave the way for a rate cut in September?\nIs there any turning point in the Russia-Ukraine conflict?\nOnce macro factors release positive signals, it will quickly ignite a new round of bullish trends.\n#加密市场回调 #俄乌冲突即将结束? #ETH质押退出动态观察 $ETH
Is Ethereum about to crash? The amount of ETH unstaked today has reached 910,000, setting a new historical high!\nAnswer: No.\n1. Dogecoin manipulators control public opinion\nThey amplify negative news during market panic, escalating retail investors' fears; however, yesterday, the strategic reserve company for Ethereum in the US increased their holdings by 384,500 ETH (worth $1.653 billion) in a single day, also a historical high, yet they said nothing about it.\n2. Institutional movements are the core fundamentals\nThe ETH strategic reserve company not only did not sell but instead massively increased their positions, indicating their firm belief in the medium to long-term value and potential of ETH. This is the most critical force supporting the coin price at this moment.\n3. Unstaking does not equal dumping\nMost ETH unstaking is due to soaring on-chain lending rates; multiple staked arbitrageurs need to reduce leverage and lower risks, rather than directly selling. The proportion of selling entering the market is limited.\n4. Key external variables\nWill Powell's speech this week pave the way for a rate cut in September?\nIs there any turning point in the Russia-Ukraine conflict?\nOnce macro factors release positive signals, it will quickly ignite a new round of bullish trends.\n#加密市场回调 #俄乌冲突即将结束? #ETH质押退出动态观察 $ETH
smile-c2:
What is this website?
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Don't panic! The ETH 'market crash warning' is a smokescreen, and these 3 truths can't be hidden! Are you still feeling anxious about the news of '910,000 ETH being unstaked, setting a record'? Don't rush to panic sell; the market has already concealed key reversal signals. Once you read this, you'll understand! 1. Public opinion is 'creating chaos'! Positive news is deliberately concealed. Some people are exaggerating negative news like 'new highs in unstaking' in hopes that retail investors will panic and sell at a loss; but who has mentioned that? Just yesterday, the Ethereum strategic reserve company in the US spent a whopping $1.653 billion, purchasing 384,500 ETH in a single day, also setting a historical high! While anxiety is being amplified, positive news is being concealed. Don't get misled by this operation. 2. Institutions are voting with real money: ETH hasn't really dropped! Compared to the panic of retail investors, institutions are the 'clear-minded ones'—the ETH strategic reserve company not only hasn't sold off but has invested more money. This isn't just a casual move! The underlying logic is simple: they are confident in the mid-to-long term value of ETH. Their willingness to buy at the current prices shows that they see it as a 'safe zone worth investing in', which is the strongest 'confidence booster' for the coin's price. 3. 91,000 unstaked ETH = market crash? You're overthinking it! Don't equate 'unstaking' with 'selling off to crash the market'! This large-scale unstaking is actually a 'self-protection operation' by arbitrage traders—on-chain borrowing rates have skyrocketed, and those who engaged in multiple stakings are afraid of liquidation risks, so they are quickly reducing leverage, not directly selling coins. The actual sell pressure entering the market? It's minimal and can't trigger a massive crash. 4. Two major 'game-changing' variables are on the way, and a price surge could be imminent! The current calm is only temporary; the following two events could directly rewrite the market trend: Will Powell's speech this week reveal any 'rate cut surprises'? If hints of a September rate cut emerge, market funds will come back to life immediately! If there is a breakthrough in the Russia-Ukraine conflict, with a cooling of risk aversion, the crypto market will also warm up. As long as either of these two signals brings positive news, ETH could see a rebound very soon! $BTC $XRP $ETH #加密市场回调 #Strategy增持比特币 #ETH质押退出动态观察 #美联储取消创新活动监管计划
Don't panic! The ETH 'market crash warning' is a smokescreen, and these 3 truths can't be hidden!

Are you still feeling anxious about the news of '910,000 ETH being unstaked, setting a record'? Don't rush to panic sell; the market has already concealed key reversal signals. Once you read this, you'll understand!

1. Public opinion is 'creating chaos'! Positive news is deliberately concealed.
Some people are exaggerating negative news like 'new highs in unstaking' in hopes that retail investors will panic and sell at a loss; but who has mentioned that? Just yesterday, the Ethereum strategic reserve company in the US spent a whopping $1.653 billion, purchasing 384,500 ETH in a single day, also setting a historical high! While anxiety is being amplified, positive news is being concealed. Don't get misled by this operation.

2. Institutions are voting with real money: ETH hasn't really dropped!
Compared to the panic of retail investors, institutions are the 'clear-minded ones'—the ETH strategic reserve company not only hasn't sold off but has invested more money. This isn't just a casual move! The underlying logic is simple: they are confident in the mid-to-long term value of ETH. Their willingness to buy at the current prices shows that they see it as a 'safe zone worth investing in', which is the strongest 'confidence booster' for the coin's price.

3. 91,000 unstaked ETH = market crash? You're overthinking it!
Don't equate 'unstaking' with 'selling off to crash the market'! This large-scale unstaking is actually a 'self-protection operation' by arbitrage traders—on-chain borrowing rates have skyrocketed, and those who engaged in multiple stakings are afraid of liquidation risks, so they are quickly reducing leverage, not directly selling coins. The actual sell pressure entering the market? It's minimal and can't trigger a massive crash.

4. Two major 'game-changing' variables are on the way, and a price surge could be imminent!
The current calm is only temporary; the following two events could directly rewrite the market trend:

Will Powell's speech this week reveal any 'rate cut surprises'? If hints of a September rate cut emerge, market funds will come back to life immediately!

If there is a breakthrough in the Russia-Ukraine conflict, with a cooling of risk aversion, the crypto market will also warm up. As long as either of these two signals brings positive news, ETH could see a rebound very soon!

$BTC $XRP $ETH #加密市场回调 #Strategy增持比特币 #ETH质押退出动态观察 #美联储取消创新活动监管计划
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Massive Exit Wave from the Ethereum PoS Network: Nearly 4 Billion USD Worth of ETH Queued for Withdrawal Sets Historical HighBig news for the Ethereum staking network! Nearly one million ETH are rushing to exit, worth 3.9 billion USD, setting a historical record. This ongoing exit wave for seven days is not just a numerical game but a major test of market sentiment and confidence. Current background of the Ethereum PoS network Ethereum completed its historic transition from Proof of Work (PoW) to Proof of Stake (PoS) in 2022. This significant upgrade, known as 'The Merge,' marked the adoption of a system that secures the network through staked cryptocurrency. Under the PoS mechanism, validators need to stake 32 ETH to participate in network consensus and receive corresponding staking rewards. However, the current exit wave shows that this mechanism is facing severe challenges.

Massive Exit Wave from the Ethereum PoS Network: Nearly 4 Billion USD Worth of ETH Queued for Withdrawal Sets Historical High

Big news for the Ethereum staking network! Nearly one million ETH are rushing to exit, worth 3.9 billion USD, setting a historical record. This ongoing exit wave for seven days is not just a numerical game but a major test of market sentiment and confidence.

Current background of the Ethereum PoS network

Ethereum completed its historic transition from Proof of Work (PoW) to Proof of Stake (PoS) in 2022. This significant upgrade, known as 'The Merge,' marked the adoption of a system that secures the network through staked cryptocurrency. Under the PoS mechanism, validators need to stake 32 ETH to participate in network consensus and receive corresponding staking rewards. However, the current exit wave shows that this mechanism is facing severe challenges.
munchkin dude:
Thats scary,, so do we sell too and buy back in the foretold dip or hang tight due to fomo? Would love to hear your opinion.
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4200 Support Not Broken, Bearish Selling Pressure vs. BMNR's Increased HoldingsAugust 19, 2025 Market Analysis The market continues to move in a range. The volatility over the past 24 hours on the hourly chart has not been low, but the 4200 point support I mentioned yesterday has not yet been broken. Currently, it is showing a range-bound trend, which is consistent with my judgment from the previous days. Therefore, if it continues as expected, it will remain sideways for about another week. A situation where a spike breaks the support cannot be ruled out, but it shouldn't significantly breach 4000. After enough accumulation during the consolidation and the short-term bullish sentiment being worn down, a new round of increases will begin. The next target, and also the biggest challenge ahead, remains the pressure zone of 4800-5000 points. Next, let's take a look at the situation of both the bulls and bears.

4200 Support Not Broken, Bearish Selling Pressure vs. BMNR's Increased Holdings

August 19, 2025 Market Analysis
The market continues to move in a range. The volatility over the past 24 hours on the hourly chart has not been low, but the 4200 point support I mentioned yesterday has not yet been broken. Currently, it is showing a range-bound trend, which is consistent with my judgment from the previous days. Therefore, if it continues as expected, it will remain sideways for about another week. A situation where a spike breaks the support cannot be ruled out, but it shouldn't significantly breach 4000. After enough accumulation during the consolidation and the short-term bullish sentiment being worn down, a new round of increases will begin. The next target, and also the biggest challenge ahead, remains the pressure zone of 4800-5000 points. Next, let's take a look at the situation of both the bulls and bears.
Esmeralda Mccombs Rjdj:
明年是不好说,按规律应该转熊,但现在庄切换到机构是不是会打破规律不好说啊
--
Bullish
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Ethereum has also been in a downtrend today. From an hourly perspective, the Bollinger Bands are opening up, indicating that there will be relatively large fluctuations in price. With increasing bullish momentum, we can enter for a long position. 113500 is a temporary resistance level above. If it fails to break through, we can go short instead. #ETH质押退出动态观察 $ETH
Ethereum has also been in a downtrend today. From an hourly perspective, the Bollinger Bands are opening up, indicating that there will be relatively large fluctuations in price. With increasing bullish momentum, we can enter for a long position. 113500 is a temporary resistance level above. If it fails to break through, we can go short instead. #ETH质押退出动态观察 $ETH
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以太要崩盘了吗?狗庄操控舆论!今日解质押的ETH已达91万枚,创历史新高! 答:没有。 ——解质押潮与机构行为的双重博弈 一、当前市场核心矛盾 1. 数据表象 解质押规模创新高:8月19日单日解质押量达91万枚ETH(约合39.1亿美元),创历史记录。 链上活动激增:以太坊链上借贷协议(如Aave、Compound)利率飙升,部分质押者选择解质押以降低杠杆风险。 2. 被忽视的关键数据 机构反向增持:同日,美股上市以太坊战略储备公司(如ETHE、ETHX)净增持38.45万枚ETH(16.53亿美元),同步刷新单日增持记录。 质押净余额:当前ETH总质押量仍维持2400万枚以上,净解质押比例不足4%。 二、解质押潮的深层逻辑 类型 占比 动机 市场影响 套利者降杠杆 65% 借贷利率>质押收益,止损调仓 短期流动性压力 机构再平衡 22% 转移至合规托管方(如Coinbase Custody) 中性,无直接抛压 散户恐慌性赎回 13% 受市场情绪驱动 局部抛售,但量级有限 关键结论: 解质押行为中实际可能进入二级市场抛售的比例不足20%(约18.2万枚ETH)。 机构增持量已对冲解质押潜在卖压的90%以上。 三、机构行为的战略意义 1. 长期价值锚定 灰度持仓成本:ETHE平均持仓成本为$3,200,当前价格仍低于机构建仓线,减持动机薄弱。 贝莱德动向:其ETH现货ETF(代码:IETH)获批后,已预留50亿美元额度用于ETH配置。 2. 监管套利窗口 SEC最新表态:8月18日文件显示,流动性质押衍生品(如Lido的stETH)或将被排除在证券定义外,降低合规风#ETH质押退出动态观察
以太要崩盘了吗?狗庄操控舆论!今日解质押的ETH已达91万枚,创历史新高!
答:没有。
——解质押潮与机构行为的双重博弈
一、当前市场核心矛盾
1. 数据表象
解质押规模创新高:8月19日单日解质押量达91万枚ETH(约合39.1亿美元),创历史记录。
链上活动激增:以太坊链上借贷协议(如Aave、Compound)利率飙升,部分质押者选择解质押以降低杠杆风险。
2. 被忽视的关键数据
机构反向增持:同日,美股上市以太坊战略储备公司(如ETHE、ETHX)净增持38.45万枚ETH(16.53亿美元),同步刷新单日增持记录。
质押净余额:当前ETH总质押量仍维持2400万枚以上,净解质押比例不足4%。
二、解质押潮的深层逻辑
类型 占比 动机 市场影响
套利者降杠杆 65% 借贷利率>质押收益,止损调仓 短期流动性压力
机构再平衡 22% 转移至合规托管方(如Coinbase Custody) 中性,无直接抛压
散户恐慌性赎回 13% 受市场情绪驱动 局部抛售,但量级有限
关键结论:
解质押行为中实际可能进入二级市场抛售的比例不足20%(约18.2万枚ETH)。
机构增持量已对冲解质押潜在卖压的90%以上。
三、机构行为的战略意义
1. 长期价值锚定
灰度持仓成本:ETHE平均持仓成本为$3,200,当前价格仍低于机构建仓线,减持动机薄弱。
贝莱德动向:其ETH现货ETF(代码:IETH)获批后,已预留50亿美元额度用于ETH配置。
2. 监管套利窗口
SEC最新表态:8月18日文件显示,流动性质押衍生品(如Lido的stETH)或将被排除在证券定义外,降低合规风#ETH质押退出动态观察
VVVUSDT
Opening Short
Unrealized PNL
-3.10USDT
See original
🔥91#ETH people queued to exit the Ethereum POS network! With this wave of sell-off, I must short it with my fans! 🚀🚀 Family, this drop in Ethereum is not a coincidence! 919,000 ETH queued to exit the network, setting a historical record! (See the picture below 👇) This undoubtedly releases two fatal signals: - The funds that were previously bottom-fishing and staking are now exiting in bulk for profit, creating panic selling in the market. - The main force is taking advantage of the situation to sell off, clearing out floating profits from the bulls to make room for future rises. What are you waiting for if you’re not shorting it at this time?? If you want to know how Sister Min is planning, feel free to come! ❗❗ Follow Sister Min, either we don't open for business, or we eat for three years when we do! 💪 #ETH质押退出动态观察 #加密市场回调
🔥91#ETH people queued to exit the Ethereum POS network! With this wave of sell-off, I must short it with my fans! 🚀🚀
Family, this drop in Ethereum is not a coincidence! 919,000 ETH queued to exit the network, setting a historical record! (See the picture below 👇)

This undoubtedly releases two fatal signals:
- The funds that were previously bottom-fishing and staking are now exiting in bulk for profit, creating panic selling in the market.
- The main force is taking advantage of the situation to sell off, clearing out floating profits from the bulls to make room for future rises.
What are you waiting for if you’re not shorting it at this time??
If you want to know how Sister Min is planning, feel free to come! ❗❗ Follow Sister Min, either we don't open for business, or we eat for three years when we do! 💪
#ETH质押退出动态观察 #加密市场回调
令狐冲哥:
没赶上车
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Holding Strong During the Correction: Seize the Opportunities in the Second Half of the YearThe market continues to correct, and Ethereum briefly fell below 4200 USD, but by the time I wrote this article, the price had basically recovered. If it can stabilize above 4200, the short-term trend would still align with my previous judgment - as I mentioned yesterday: 4200 has support, but it might break down in the short term. Currently, the hourly K-line is still in a downward channel, especially the support at 4200 is not strong, with the real strong support area being around 3600 below. Therefore, if this downward structure remains unchanged, the 4000 level could indeed be breached. Technically, Ethereum needs to rebound and stabilize above 4400 to break this current correction trend. We have to admit that in the next few days, the bears still have the upper hand.

Holding Strong During the Correction: Seize the Opportunities in the Second Half of the Year

The market continues to correct, and Ethereum briefly fell below 4200 USD, but by the time I wrote this article, the price had basically recovered. If it can stabilize above 4200, the short-term trend would still align with my previous judgment - as I mentioned yesterday: 4200 has support, but it might break down in the short term.
Currently, the hourly K-line is still in a downward channel, especially the support at 4200 is not strong, with the real strong support area being around 3600 below.
Therefore, if this downward structure remains unchanged, the 4000 level could indeed be breached. Technically, Ethereum needs to rebound and stabilize above 4400 to break this current correction trend. We have to admit that in the next few days, the bears still have the upper hand.
See original
【Genius Trader DS - Afternoon Trading Strategy】 ETH: After stabilizing at 4050 in the morning, it is now challenging 4200. The bearish pressure is gradually increasing. We are currently observing whether the support level around 4180 can hold. If it cannot, it will open up a downward trend. In the afternoon, the focus will be mainly on long positions based on the Bollinger Bands, with a target of 4300 (key resistance level to be contested, strictly use stop-loss!) ETH: First support level 4180, second support level 4150, short-term target is 4250, stop-loss 4100. Follow Genius Trader, less prediction, more following $BTC $ETH #Strategy增持比特币 #ETH质押退出动态观察 #BitDigital转型 #杰克逊霍尔会议 #美联储取消创新活动监管计划
【Genius Trader DS - Afternoon Trading Strategy】
ETH: After stabilizing at 4050 in the morning, it is now challenging 4200. The bearish pressure is gradually increasing. We are currently observing whether the support level around 4180 can hold. If it cannot, it will open up a downward trend. In the afternoon, the focus will be mainly on long positions based on the Bollinger Bands, with a target of 4300 (key resistance level to be contested, strictly use stop-loss!)

ETH:
First support level 4180, second support level 4150, short-term target is 4250, stop-loss 4100.
Follow Genius Trader, less prediction, more following $BTC $ETH #Strategy增持比特币 #ETH质押退出动态观察 #BitDigital转型 #杰克逊霍尔会议 #美联储取消创新活动监管计划
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Ethereum plummets rapidly, dipping to 4145. Fans and friends decisively entered long positions, gaining 80 points in profit in just 15 minutes. Feige's grasp of the market is that accurate! For those without direction and unsure how to operate, there are still three small stools left! $ETH #ETH质押退出动态观察 #山寨季何时到来?
Ethereum plummets rapidly, dipping to 4145. Fans and friends decisively entered long positions, gaining 80 points in profit in just 15 minutes. Feige's grasp of the market is that accurate! For those without direction and unsure how to operate, there are still three small stools left! $ETH #ETH质押退出动态观察 #山寨季何时到来?
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8.18 ETH ETF saw nearly 2 billion outflows in a single day 💸, BlackRock + Fidelity accounted for 165 million, and ETH briefly dropped over 6% to 4226. At the beginning of August, there was still 3.7 billion inflow. The key is to watch whether the outflows are sustained + on-chain capital/staking trends, don't be scared by daily fluctuations. On 8.20, big news on-chain 🍉: AI Aunt reports that a whale heavily invested in 125,000 ETH long position was liquidated, leaving only 770,000 principal. Large liquidations can exacerbate volatility + sentiment, ETH is still in a game of positioning, if stable, you need to pay more attention to liquidity and on-chain signals. #ETH质押退出动态观察
8.18 ETH ETF saw nearly 2 billion outflows in a single day 💸, BlackRock + Fidelity accounted for 165 million, and ETH briefly dropped over 6% to 4226. At the beginning of August, there was still 3.7 billion inflow.

The key is to watch whether the outflows are sustained + on-chain capital/staking trends, don't be scared by daily fluctuations.

On 8.20, big news on-chain 🍉: AI Aunt reports that a whale heavily invested in 125,000 ETH long position was liquidated, leaving only 770,000 principal.

Large liquidations can exacerbate volatility + sentiment, ETH is still in a game of positioning, if stable, you need to pay more attention to liquidity and on-chain signals.
#ETH质押退出动态观察
See original
The current price of the second pancake report near 4170 is between key support and resistance, with a mixed technical outlook. Although a bullish engulfing pattern has appeared near 4050, suggesting short-term rebound potential. However, the trading volume has shrunk and the price is below the short-term moving averages, indicating that the rebound signal has not been confirmed. The external environment is neutral, and limited macro pressure is intensifying the sideways trend. Buy at 4050, target 4300$ETH #ETH质押退出动态观察
The current price of the second pancake report near 4170 is between key support and resistance, with a mixed technical outlook.

Although a bullish engulfing pattern has appeared near 4050, suggesting short-term rebound potential.

However, the trading volume has shrunk and the price is below the short-term moving averages, indicating that the rebound signal has not been confirmed. The external environment is neutral, and limited macro pressure is intensifying the sideways trend.

Buy at 4050, target 4300$ETH #ETH质押退出动态观察
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