#ETH Hey guys! Today I want to talk about the big moves of Ethereum's 'founding father' Jeffrey Wilcke! 🔥
⏰ May 20, 2025, 15:00
This guy suddenly dumped his last 105,000 ETH ($262 million) into Kraken, directly clearing 99% of his holdings! Now he only has 268 ETH left in his wallet, not even a fraction...
📊 Historical divestment records
Since 2016, Wilcke has been pouring ETH into Kraken like ants moving a mountain:
- An average of 36,000 ETH sold per year
- 2024 was the most intense, sold 44,300 ETH (average price $3,342)
- In May 2025, this was his largest single operation.
Cashed out a total of $510 million, average price $1,295 (perfectly avoided the historical peak of $3,700 in 2024; what score would you give this operation? 🤔)
🤔 Why cash out now?
1. The art of precise peak escaping:
He always transfers large amounts at price peaks! In May 2024, he transferred 10,000 ETH at $3,700, 20,000 ETH at $3,600 in November, and cleared out at a drop to $2,600, a true master of swing trading!
(If I had this ability, I would have retired long ago... 😭)
2. Personal financial reshuffle:
Since retiring from the crypto scene to develop games in 2018, he has started cashing out. This time it may be a complete cash-out, converting crypto assets into fiat for real industry.
3. Comparing with other whales:
The 'original shareholders' from 2015 next door dumped 6,000 ETH in one day in February 2025 (cost $0.31/ETH), directly creating a small waterfall. Meanwhile, Wilcke has been selling slowly over 9 years, minimizing the market impact; the situation is indeed different! (A big player is a big player)
💥 How did the market react?
- Kraken didn't dump after receiving the assets, most likely went for over-the-counter (OTC) trades, so ETH only dropped 3.2% that day, much calmer compared to the 40% weekly increase in mid-May.
- Currently, Kraken holds 2.3 million ETH, Wilcke accounts for 4.6% this time, if they release in batches later, it might create pressure, but the staking rate has already risen to 35% (locked 45 million), so short-term selling pressure is limited.
🔮 What should we focus on in the future?
1. Pectra upgrade: The recently completed account abstraction upgrade has skyrocketed the staking rate; the more locked assets, the less circulating supply, which is a long-term benefit! 🚀
2. Macroeconomic policy: Whether the SEC approves the Ethereum ETF, whether Trump implements crypto easing, these are the real weapons!
3. V God’s movements: This guy has only transferred 80 ETH to a mixer recently, forming a sharp contrast with Wilcke, indicating significant divergence within the core team.
🎯 Advice for retail investors:
- Don't panic just because a big player is selling; Wilcke has sold ETH for 9 years and it still increased dozens of times!
- Keep a close eye on staking rates, institutional holdings, and policy trends—these hard indicators are key.
- Remember: Long-term investors make big money, while chasing highs and cutting losses leads to tears.
Overall, this wave of operations is just Wilcke's personal exit show; Ethereum has long been supported by a solid ecosystem, not just the founder's halo. The fundamentals we should focus on are a strong ecosystem, sufficient locked assets, and favorable policies! Meeting adjourned! 🍻
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