Ethereum Nears $4,000 — Institutional vs. Retail Tug-of-War Intensifies
TradingKeyAug 8, 2025 8:37 AM
TradingKey – On Friday, August 8, Ethereum (ETH) surged over 7% in 24 hours, briefly touching $3,968 before settling around $3,911, driven by a wave of bullish catalysts including President Trump’s executive order allowing 401(k) retirement plans to invest in crypto assets.
ETH Price Chart – Source: TradingView
Institutional Demand vs. Retail Exit
The rally has reignited a battle between institutional accumulation and retail staking exits:
- Over 32 million ETH have been withdrawn from centralized exchanges, leaving just 18.8 million ETH — the lowest since 2016
- Meanwhile, staking exits on Ethereum’s PoS network have surged to 445,000 ETH, far outpacing new staking inflows of just 39,000 ETH, signaling potential short-term sell pressure
Institutional Accumulation Surges
Top ETH-holding institutions have aggressively increased their positions:
- Bitmine Immersion: +400% growth in holdings, now owns 830,000 ETH, ranking #1
- SharpLink Gaming (SBET): added 10,000 ETH yesterday, now holds 520,000 ETH, ranking #2
This suggests that institutions are stepping in to absorb supply from early stakers — primarily retail users — who are now exiting amid price recovery.
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