Before we venture and say that there won't be another altcoin season, it might be wise to look at what is happening with #ETH and not forget that it is the 'captain' in charge of the altcoins 👇
🧵Graph 'SER + ETF ETH RESERVE'
The increase in ETH reserves held by strategic entities and ETFs is visible.
➡️ From ~4M ETH in March, to over 8.6M ETH currently.
This accumulation is not random. Strong entities are consolidating their long-term exposure.
📈 In recent weeks, the pace of accumulation has significantly accelerated.
#ETH is becoming a strategic asset. Either for staking or as a reserve.
ETFs + smart entities are entering massively.
🧵Table 'SER ENTITIES' / 'ETF RESERVE'
64 strategic entities (DAOs, funds, companies) together hold 2.96M ETH (≈ $10.78B).
They represent 2.45% of the total ETH supply.
These entities do not buy randomly. They adopt a long-term strategy.
➡️ ETH is becoming a 'store of value' for the crypto ecosystem.
ETFs currently hold 5.71M ETH (≈ $20.81B), which is 4.73% of the ETH supply.
⚡ Daily Flow: +133K ETH
A huge average, indicating positive net flows - meaning investors are buying ETFs with ETH as the underlying asset.
🧵Table 'RECENT SER ACTIVITIES'
🧮 Recent movements of major ETH entities (SER):
+208.1K ETH → Bitmine Immersion Tech
+10.6K ETH → The Ether Machine
-1.00K ETH → Ethereum Foundation
The largest accumulation: Bitmine Immersion Tech - a strong signal of trust.
The largest outflows: Lido DAO and Ethereum Foundation - possibly for operations or rebalancing.
This data is on-chain and verifiable. Check them regularly for clear signs of evolution.
🔄 Important: the long-term dynamics remain bullish. One week does not change the overall trend of massive accumulation!!!
#Ethereum #SupplyDynamics #MarketWatch
#OnChainData #ETHwhales #CryptoTracking