ETH Price Prediction: $4,000 Breakout in Sight as Fundamentals and Technicals Align

#ETH

• Technical Convergence: Price trading above key MAs with improving momentum indicators
• Supply Shock: 5% of circulating ETH now held by single institution + ETF demand
• Market Sentiment: Cautious optimism despite sector-specific headwinds

ETH Price Prediction

Ethereum Technical Analysis: Bullish Signals Emerge Near Key Levels

ETH is currently trading at $3,688.77, above its 20-day moving average of $3,654.71, suggesting underlying strength. The MACD histogram shows bullish momentum with a positive crossover (202.22), though the signal line remains negative. Bollinger Bands indicate volatility compression with price hovering NEAR the middle band – a breakout above $3,940.68 could accelerate upward momentum.

Institutional Accumulation and ETF Flows Fuel Ethereum Optimism

BitMine's $2.9B ETH treasury accumulation (5% of supply) and steady ETF inflows create structural demand. While Lido's staking dominance wanes, NFT sales growth and shrinking ETH supply (+12% YoY on-chain activity) provide fundamental support. Market sentiment appears cautiously bullish despite recent exploits and layoffs in adjacent sectors.

Factors Influencing ETH’s Price

BitMine Immersion’s $2.9B ETH Haul Tops 5% of Supply – But Can the Run Last?

BitMine Immersion Technologies has emerged as the largest corporate holder of ETH, amassing 833,137 ETH worth over $2.9 billion by August 3. The haul represents roughly 5% of Ethereum’s circulating supply, a milestone achieved in just 35 days.

The company’s aggressive accumulation strategy, launched on June 30, has vaulted it past other institutional players, trailing only MicroStrategy and Marathon Blockchain in total crypto treasury size. Thomas Lee, BitMine’s chairman, emphasized the speed and intent behind the move: "We’ve separated ourselves from crypto treasury peers not just by scale but by execution."

Priced at $3,491.86 per ETH, the holdings underscore growing institutional confidence in Ethereum’s long-term value. The announcement coincided with Bill Miller III disclosing a major stake in BitMine, further validating the firm’s strategic positioning.

NFT Market Sees Robust Activity with Courtyard and Pudgy Penguins Leading Sales

The NFT market witnessed significant trading activity on August 4, 2025, with Courtyard emerging as the most traded collection, recording $2.25 million in sales across 27,450 transactions. This surge highlights growing retail participation, particularly at lower price points.

Pudgy Penguins followed as the second-highest volume driver, generating $1.67 million from just 28 high-value sales. CryptoPunks maintained its blue-chip status with six sales totaling $1.09 million, while Lil Pudgys—a derivative of the Pudgy Penguins ecosystem—saw 78 sales worth $437,620, underscoring the project's vitality.

Moonbirds and Mutant APE Yacht Club rounded out the top performers, with $407,370 and $334,760 in sales volume respectively. The data reflects a maturing market where established collections coexist with emerging projects, though liquidity remains concentrated in select blue-chip assets.

BitMine Surpasses SharpLink as Top Ethereum Holder with $2.9B Treasury

Las Vegas-based BitMine has seized the top spot in ethereum holdings with a staggering 833,137 ETH, valued at over $2.9 billion. The company's rapid accumulation, executed between June 30 and July 8, marks the fastest zero-to-leaderboard climb in crypto treasury history.

Tom Lee, BitMine's Chairman and Fundstrat veteran, attributes the feat to strategic speed: "We pursued the 'alchemy of 5%' of ETH with lightning execution." The treasury's average entry price of $3,491.86 per ETH positions BitMine as the world's third-largest crypto holder overall, trailing only Strategy and Mara Blockchain.

Market liquidity followed the milestone—BitMine's stock traded $1.6 billion daily volume recently, ranking 42nd among all U.S.-listed equities. The MOVE underscores institutional crypto strategies shifting from passive accumulation to aggressive position-building.

Ethereum Holds Steady Near $3,500 Amid ETF Inflows and Market Uncertainty

Ethereum (ETH) stabilized around $3,500 after a 10% weekly decline, as spot ETF inflows of $154.32 million signaled institutional resilience despite broader market jitters. Risk-off sentiment intensified following the Federal Reserve's hawkish pause and Trump's trade policy shifts, triggering a crypto market pullback.

The Fed's decision to maintain rates at 4.25%-4.50% without clear signals of a September cut exacerbated market anxiety. Concurrently, new U.S. tariffs introduced geopolitical uncertainty, further pressuring risk assets. CryptoQuant data reveals ETH's price sensitivity to macroeconomic headwinds, though ETF flows suggest long-term conviction remains intact.

Bitmine Claims World’s Largest Ethereum Treasury With $2.9 Billion ETH Milestone

Bitmine has surged ahead in the institutional Ethereum race, amassing 833,137 ETH tokens—worth $2.9 billion—in just 35 days. The firm now holds the largest corporate Ethereum treasury, outpacing competitors through aggressive accumulation and strategic custody partnerships.

The company aims to control 5% of ETH’s total supply, a target it calls the 'alchemy of 5%.' Its rapid-fire acquisitions have boosted crypto NAV per share while maintaining high stock liquidity, setting a new benchmark for crypto asset management.

Bitmine plans to leverage staking yields and long-term ETH appreciation to reinforce dominance. Yet questions linger—no government-verified filings for these reserves have surfaced in major regulatory databases.

Ethereum Price Analysis: Is ETH Gearing Up for a $4K Breakout?

Ethereum's recent pullback from the $4,000 resistance level has not dampened bullish sentiment. On-chain data and technical indicators suggest potential for another upward surge. The daily chart reveals a structurally bullish trend, with ETH retesting the $3,500 support zone after breaking through key resistance levels.

Momentum remains favorable as long as ETH holds above $3,500, with the 100-day moving average crossing above the 200-day average—a classic golden cross signal. The RSI cooling to 56 leaves room for further gains. A reclaim of $3,700 could pave the way for a retest of $4,100, potentially propelling ETH toward $4,400-$4,500.

Liquid Staking Protocol Lido Cuts 15% of Staff to Boost Long-Term Sustainability

Ethereum-based liquid staking giant Lido has reduced its workforce by 15%, a strategic move co-founder Vasiliy Shapovalov attributes to preserving the project's long-term viability. The layoffs span Lido Labs, Lido Ecosystem, and Lido Alliance, emphasizing cost control over performance concerns. Shapovalov framed the decision as a deliberate pivot toward sustainable growth, even as crypto markets rally.

Lido maintains its dominance in liquid staking with $31 billion in total value locked (TVL) and recently introduced customizable staking strategies through its v3 upgrade. The protocol's innovative approach eliminates the traditional trade-off between earning staking rewards and maintaining liquidity for ETH holders. A recent oracle key breach was swiftly contained, demonstrating the protocol's resilience.

CrediX Loses $200K in Liquidity Following $2.64M Flash Loan Exploit on Sonic Chain

CrediX, a minor lending protocol on the Sonic chain, suffered a $200,000 liquidity loss after an attacker executed a $2.64 million flash loan exploit. The hacker's wallet was initially funded via Tornado Cash, with the stolen assets later bridged to Ethereum—a tactic reminiscent of past DPRK-linked attacks.

On-chain investigators from Cyvers Alerts intercepted the unauthorized withdrawals in real-time, prompting CrediX to temporarily disable deposits and take its website offline. While the Sonic blockchain itself remains secure, the lending protocol has yet to disclose the exact vulnerability exploited in the attack.

The incident highlights persistent security risks in DeFi, particularly around flash loan mechanisms and cross-chain asset bridging. Market observers note Ethereum's continued role as a liquidity hub for exploited funds, despite ongoing improvements in layer-2 security.

ETH Supply Tightens as On-Chain Activity Hits Yearly Highs

Ethereum's network activity surges as daily transactions and active addresses reach their highest levels in over a year. Active addresses have climbed above 674,000, mirroring patterns seen before the 2021 rally. The resurgence signals genuine adoption rather than speculative trading.

EIP-1559 continues to constrict ETH supply through its burn mechanism, keeping net emissions NEAR zero. This deflationary pressure coincides with key support zones at $3,200–$3,350 and $2,950–$3,050, which analysts suggest could catalyze a rebound toward $4,000.

On-chain metrics reveal accelerating network usage, with both new and existing participants driving demand. The sustained burn rate and growing adoption create fundamental tailwinds for Ethereum's valuation.

Lido’s Market Share Hits 3-Year Low—Is Ethereum’s Staking Giant Losing Its Grip?

Lido, Ethereum’s largest decentralized staking platform, faces mounting challenges as its market share dwindles to 24.6%, the lowest in three years. Data from Dune highlights a stark decline for a protocol once dominant in Ethereum’s liquid staking ecosystem.

Competition intensifies with rivals like Rocket Pool and exchange-integrated solutions such as Coinbase gaining traction. Ethereum’s community-driven push for decentralization further complicates Lido’s position, raising questions about its alignment with the network’s long-term vision.

A recently disclosed vulnerability in Lido’s Dual Governance system, though mitigated without fund losses, underscores persistent technical risks. The protocol’s ability to innovate and govern transparently will be critical to reclaiming its foothold.

July 2025 Sees Notable NFT Market Growth as Sales Reach Multi-Million Dollars

The NFT market surged in July 2025, with Bored Ape Yacht Club and CryptoPunks leading sales. Phoenix Group data highlights Bored Ape Yacht Club #7940 as the top sale at $2.34 million, followed by CryptoPunk #1563 at $1.91 million. The trend signals renewed institutional interest in high-value digital collectibles.

Secondary sales of CryptoPunks #4668 and #7674 further solidified Ethereum-based NFTs as market leaders. The resurgence mirrors broader crypto market optimism, particularly around Ethereum's ecosystem and its role in digital asset innovation.

Will ETH Price Hit 4000?

Sophia from BTCC notes a 68% probability of ETH testing $4,000 by September based on:

Key triggers would be a weekly close above $3,940 and sustained ETF inflows exceeding $200M/day.