Ethereum’s Structural Shift: Whale Sell-Off and Institutional Absorption Amid Market Volatility
Ethereum's recent 35% price correction since October 6, 2025, has unveiled a significant structural shift in its market dynamics. On-chain data indicates that long-term holders, particularly those with 3-10 year positions, are distributing their holdings at levels not seen since February 2021. These early investors are realizing profits of over 45,000 ETH daily, suggesting a calculated unwind rather than panic selling. Concurrently, institutional treasuries are stepping in to absorb the supply, signaling a potential shift in market participation. This development highlights Ethereum's evolving landscape as it navigates volatility and institutional interest.
Ethereum's Whale Sell-Off Signals Structural Shift Amid Market Volatility
Ethereum's recent 35% correction since October 6 has sparked a market reckoning, but on-chain data reveals a deeper narrative. Long-term holders—particularly those with 3-10 year positions—are distributing at levels unseen since February 2021, realizing profits of over 45,000 ETH daily. This isn't panic selling; it's a calculated unwind by early investors.
Meanwhile, institutional treasuries are absorbing the supply, creating a paradoxical bullish signal. The market is witnessing a historic transfer of ETH from Leveraged speculators and legacy holders to entities with longer time horizons. One ICO participant's November 17 transaction, flagged by Lookonchain, epitomizes this generational shift.
Ethereum Price Prediction: ETH Reclaims Key Levels as Technical Signals Hint at Trend Reversal
Ethereum's price action shows signs of a potential bullish reversal as it stabilizes above critical support levels. The reclaiming of key technical thresholds follows an 8% drop linked to ETF outflows and profit-taking, yet the asset remains within historically significant accumulation zones.
Market structure mirrors 2021 and 2023 recovery patterns, with a resolving falling wedge formation and bullish MACD crossover suggesting weakening seller dominance. Analysts note ETH's ability to hold above $3,325 support despite $1.4 billion in outflows demonstrates underlying strength.
The technical setup points to a potential rally toward $4,415 if current levels hold. Liquidity conditions and on-chain data indicate renewed buyer interest, though the broader outlook remains cautiously balanced given recent volatility.
Ethereum Crash or Rally? ETH Could Skyrocket to $8K–$10K Soon
Ethereum hovers NEAR $3,037 as market pressure persists despite a 43.59% surge in 24-hour trading volume to $36.75 billion. The token has declined 14.41% over the past week, reflecting broader market stress.
Analysts flag $2,875 as a critical support zone. A hold above this level could propel ETH toward $5,000, while a breakdown may see it consolidate between $2,250 and $2,620 before potential new all-time highs of $8,000–$10,000.
Bitmine Immersion Technologies bolsters market confidence with an $11.8 billion digital and cash treasury, including significant ETH holdings. The divide between short-term volatility and long-term Optimism continues to shape sentiment.
Alibaba and JPMorgan to Launch Tokenized Payment System by December 2025
Alibaba.com president Kuo Zhang revealed in a CNBC interview that the e-commerce giant is partnering with JPMorgan to introduce a blockchain-based tokenized payment system by December 2025. The solution will leverage JPMorgan's JPMD infrastructure on Base, an ethereum layer-2 network, to facilitate instant cross-border settlements using tokenized deposits.
The technology represents a significant leap from traditional correspondent banking, where transactions often take days to clear across multiple intermediaries. "When U.S. or European buyers pay in their local currencies, the system eliminates the need for routing through global banking networks," Zhang explained. Funds can MOVE simultaneously between Hong Kong, Singapore, and China with blockchain finality.
This collaboration marks a watershed moment for institutional adoption of distributed ledger technology in global trade finance. By utilizing regulated tokenized deposits rather than stablecoins, the partners are creating a bridge between conventional banking and blockchain efficiency.
