🔥 BULLISH: SharpLink bought $62.4M worth of $ETH last week, scooping up nearly 40,000 $ETH after an eight-month pause that signals a revived accumulation strategy.
🚨 #Ethereum whales are underwater for the first time since 2019.
The chart shows all major whale cohorts sitting at unrealized losses—a rare event that has historically aligned with macro bottom zones.
Worth paying attention. 👀 $ETH
.@hosseeb says ETH Labs is the reconstituted Tomasz camp with new backing
"ETH Labs is kind of the continuation of the ghost of Tomasz. It's clearly the Tomasz camp within the EF that has reconstituted and gotten separate funding from more commercial sources"
"The EF has explicitly said, look, we're going to shrink. We're going to have a smaller surface area. We're purely going to focus on keeping the small candle alive, which is the core values of Ethereum"
"There's a little bit of a negotiation happening here. They want this, fine. You guys go do it"
@Vicks_vic@aerugoettinea We have moved from privacy and scaling "explorations" to privacy and scaling "execution". The number of people working on something ZKP-related is probably as high as ever, it's just working on integrating these things directly into the Protocol and Access layer.
Machi Big Brother(@machibigbrother) has been liquidated 7 times in the past 10 hours — but he keeps going long $ETH.
Current position: 1,100 $ETH($1.82M)
New liquidation price: $1,635.71
https://t.co/v6CcvnnYzG
Ethlabs just launched, and it feels like a meaningful step for Ethereum’s institutional story.
With @fundstrat's Tom Lee, BitMine, Joe Lubin, and a strong group of KOLs involved, this could be one of those early moves that looks small now but matters a lot later.
Is this the kind of foundation $ETH needs for the next super-cycle?
Update: $ETH, 1W
As anticipated earlier, price has finally tested the lower weekly OB $1537-$1683 and is currently holding above it, as well as above the long-term TL running through this area.
I would also note that bullish divergences have formed on both RSI and L2KDJ – exactly what we want to see in the process of a potential reversal.
Equally important, bearish sentiment toward $ETH is once again starting to dominate across the crypto space. Historically, this type of sentiment tends to appear near major lows, making it another supporting factor for this area.
That being said, markets often aim to create maximum discomfort before reversing. If I were a market maker, I would likely sweep this block and the TL, push price down toward the VAL level to fully reinforce bearish sentiment, and then aggressively rotate price back up into the macro range
📉 OG selling slows to Its lowest level snce late 2024
This cycle has seen the most significant OG selling in Bitcoin's history, captured here through STXO data.
⌈💡STXO stands for Spent Transaction Outputs, a metric that tracks the volume of BTC moved on-chain.
When OGs move their BTC, it is most often to sell. ⌋
On a 90-day moving average, three major peaks were identified, each occurring after a strong price appreciation in BTC :
• May 2024 : 3 860 BTC on average
• February 2025 : 3 200 BTC
• September 2025 : 2 360 BTC
These figures may not seem significant given that they represent a 90-day average, but zooming in, certain individual days exceeded 10 000, 30 000, and even 142 000 BTC.
OGs are defined in this chart as investors who have been holding BTC for more than 5 years. When such investors move their coins, it can shake the market.
It is worth noting that the most expensive BTC this cohort could have purchased was at $63 200, in line with current prices.
💥 Today, the 90-day average of BTC spent by these OGs has dropped below 1 000, sitting at 962, its lowest level since November 2024.
At current prices, these investors are choosing to continue holding rather than sell, thereby contributing to the easing of selling pressure.
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH
Our mission is to make Ethereum the settlement layer of the global economy.
The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure.
Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation.
What we believe:
• We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person.
• We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum.
• We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone.
• We believe adoption matters. Principles do not change the world until people benefit from them.
We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products.
Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future.
We have spent the better part of the past decade contributing to Ethereum core research and development.
We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong.
We are building a lean, talent-dense team for people who want to do the most important work of their careers: [email protected]
What is Ethereum actually worth?
SharpLink CIO Matthew Sheffield believes Ethereum is significantly undervalued today.
In our latest interview, he explains how he thinks about Ethereum's fair value and why traditional valuation frameworks may be missing the bigger picture.
Watch from 10:39
https://t.co/ETV0oV0d0i
https://t.co/ETV0oV0d0i
#ETH ready to outperform #BTC?
ETH/BTC is holding a monthly confluence zone:
- 61.8% Fibonacci retracement
- FVG
A very similar setup marked the bottom of the previous cycle.