According to @lookonchain, eight newly created wallets received 35,948 ETH (about $164 million) over the past eight hours from FalconX and Galaxy Digital, indicating continued whale/institutional buying of ETH (source: @lookonchain). @lookonchain disclosed the receiving addresses (e.g., 0x11508abcb40bcb7E849b0c8Ec3aA178B03bA4801 and 0x82Da2afC4281e1B32963b1B1a9A9BA195edcaa76), enabling on-chain verification and real-time tracking of subsequent movements relevant to market liquidity (source: @lookonchain). The post did not cite any immediate exchange-deposit activity from these wallets, limiting the signal to accumulation flows rather than confirmed sell-side pressure (source: @lookonchain).

According to @MilkRoadDaily, public companies now hold approximately 2.6 million ETH on their balance sheets, worth about $11.7 billion at today’s price (Source: @MilkRoadDaily on X, Aug 26, 2025). The source notes the chart was nearly flat six months ago, indicating a sharp recent acceleration in corporate ETH accumulation (Source: @MilkRoadDaily on X, Aug 26, 2025). For traders, rapid treasury accumulation by corporates signals persistent spot demand and a shrinking freely tradable float, which can support ETH liquidity and price resilience during pullbacks (Interpretation based on the reported holdings trend; Source: @MilkRoadDaily on X, Aug 26, 2025). Monitor upcoming SEC 10-Q/10-K filings and corporate treasury disclosures for changes in ETH positions as confirmation of sustained institutional demand (Actionable focus derived from the reported holdings trend; Source: @MilkRoadDaily on X, Aug 26, 2025).

According to Milk Road (@MilkRoadDaily), stablecoin adoption could compound at today’s pace and lead the sector to 4–5x over the next few years based on the growth path they shared. Source: Milk Road on X, Aug 26, 2025. For traders, rising USDT and USDC float has historically coincided with deeper BTC and ETH stablecoin-quoted order book depth and tighter spreads, improving execution in spot and perpetual markets. Source: Kaiko Research on stablecoin-quoted market depth and spreads. Expanding stablecoin circulation also broadens available dollar liquidity for DeFi lending, basis and funding strategies, and often aligns with higher TVL and borrow supply on protocols such as Aave and Compound. Source: CCData Stablecoins Report; Aave and Compound public metrics.

According to @MilkRoadDaily, the total stablecoin supply has surpassed $275B and could reach $1.2T by 2028, a scale that would rival the world’s largest money market funds and make stablecoins one of the biggest global cash pools (source: @MilkRoadDaily). According to @MilkRoadDaily, this scale is a key liquidity signal for crypto markets, indicating a growing base of readily deployable capital within crypto rails for trading and market-making (source: @MilkRoadDaily).

According to @MilkRoadDaily, stablecoin issuers are now among the largest buyers of U.S. Treasuries in 2025. According to @MilkRoadDaily, this places stablecoin demand alongside major holders such as Japan, Canada, and the UK in the latest data. According to @MilkRoadDaily, the driver is hundreds of billions in digital dollars seeking safe, short-term yield in T-bills, indicating substantial front-end U.S. debt demand from crypto dollar reserves.

According to @KookCapitalLLC, Hyperliquid’s cumulative trading volume has broken 2.5 trillion dollars. According to @KookCapitalLLC, the disclosure was posted on X on August 26, 2025, highlighting a notable venue usage milestone for market participants.

According to @ai_9684xtpa, an address that accumulated 1,294,000 LINK since Aug 15 transferred the entire balance to Coinbase about five minutes before the post, valuing the deposit at approximately 30.08 million dollars based on a referenced price of 23.25 dollars per LINK, source: @ai_9684xtpa on X, Aug 26, 2025. The same source states the address withdrew LINK from Binance at an average cost of 23.69 dollars, implying about a 570,000 dollar loss if the Coinbase deposit is sold at 23.25 dollars, source: @ai_9684xtpa on X, Aug 26, 2025. The post includes the wallet address link for independent verification of the on-chain transfer and exchange deposit, source: @ai_9684xtpa on X, Aug 26, 2025.

According to @lookonchain, the crypto market was active during Aug 18–24, 2025, with a slight increase in total DEX trading volume, source: @lookonchain X post dated Aug 25, 2025. Hyperliquid stood out as its stablecoin holdings expanded by 256 million dollars over the week, source: @lookonchain X post dated Aug 25, 2025. Hyperliquid’s spot trading performance was also reported as outstanding during the period, source: @lookonchain X post dated Aug 25, 2025.

According to @rovercrc, Bitmine purchased 190,526 ETH (approximately $883 million) last week and now holds 1,713,899 ETH (approximately $7.94 billion), source: @rovercrc. Based on these reported figures, the weekly add equals about 11.1 percent of Bitmine’s current ETH stack, which implies concentrated whale accumulation that can tighten near-term spot liquidity and increase price sensitivity for large orders; traders should monitor ETH exchange reserves, spot-to-perp basis, and funding shifts for confirmation, analysis based on data cited by @rovercrc.

According to @lookonchain, Bitmine (@BitMNR) purchased 190,526 ETH (approximately $883M) last week, bringing its total holdings to 1,713,899 ETH (approximately $7.94B), source: @lookonchain on X. The weekly add equals roughly 11.1% of Bitmine’s reported ETH stack, indicating continued whale accumulation based on the source’s on-chain attribution, source: @lookonchain on X. Based on the dollar figures provided by the source, the reported buy implies a marked value of about $4,633 per ETH at the time of reporting, source: @lookonchain on X. Traders can monitor the Bitmine-linked wallets referenced by the source for subsequent large transfers and changes in holdings, source: @lookonchain on X.

According to Paolo Ardoino, Tether’s USDt accounts for 80 percent of stablecoin wallets with balances under 1,000 dollars, source Paolo Ardoino on X on August 25, 2025. According to Paolo Ardoino, people choose USDt for everyday use, underscoring its retail-oriented adoption profile, source Paolo Ardoino on X on August 25, 2025.

According to @cas_abbe, ETH’s bull flag continuation target has not been reached, signaling further upside potential in the ongoing rally. According to @cas_abbe, billions in liquidity are rotating from BTC into ETH, reinforcing a momentum-driven move in the ETH pair. According to @cas_abbe, with US markets opening today, significant inflows from ETFs and publicly listed companies are expected to add additional buy-side pressure. According to @cas_abbe, the near-term target is 5,000 for ETH this week, framing a continuation setup focused on ETF-driven flows and BTC-to-ETH rotation.

According to @OnchainLens, a whale withdrew 5,000 ETH worth $23.93M from Binance roughly 20 minutes before the post, with the receiving address identified as 0x22df45090c5da07158187b06c56299f8a2889028, source: @OnchainLens. This implies an approximate transfer value of $4,786 per ETH based on the reported amounts, source: @OnchainLens. The transaction represents an exchange outflow of 5,000 ETH from Binance, a flow type that research has associated with reduced immediate sell-side liquidity on exchanges, source: CryptoQuant Insights.

According to @OnchainDataNerd, about one hour ago ETH whale address 0x4F6 withdrew 28.216M NEIRO valued at $3.06M from Gate; source: @OnchainDataNerd on X. @OnchainDataNerd also shared the destination address (0x4F6) and an Arkham explorer link for verification, indicating the tokens moved off the exchange into the whale-controlled address; source: @OnchainDataNerd. This outflow removes 28.216M NEIRO from Gate at the time of the move, a trading-relevant on-chain flow for NEIRO watchers; source: @OnchainDataNerd.

According to @MilkRoadDaily, professional traders prioritize volume-as-momentum over chasing low premiums when evaluating ETH treasury plays, with their latest analysis identifying which instruments currently fit this profile (source: @MilkRoadDaily, Aug 22, 2025). According to @MilkRoadDaily, traders should screen for rising turnover and consistent liquidity in ETH-linked treasury products to improve execution and momentum confirmation, rather than focusing solely on headline premium or discount levels (source: @MilkRoadDaily). According to @MilkRoadDaily, the full list of qualifying ETH treasury plays and metrics is available in the linked report for immediate allocation decisions (source: @MilkRoadDaily).

According to @MilkRoadDaily, the Strategic Ethereum Reserve expanded from about $200M in April to over $44B across entities and ETFs combined, a 200x increase that now locks roughly 9% of ETH supply, source: @MilkRoadDaily.

According to @OnchainDataNerd, exchange data shows Binance is the primary venue for new token listings, with leading trading volume, deep liquidity, and high user activity that concentrate early price discovery and execution (source: @OnchainDataNerd, X, Aug 21, 2025). For short-term traders, the concentration of volume and order book depth on Binance typically supports tighter spreads and lower slippage on day-one listings compared with other venues, enhancing fill quality for momentum and liquidity-taking strategies (source: @OnchainDataNerd). The author directs traders to track Binance’s new listings to access high-liquidity order books at launch, positioning for faster entries and exits as tokens debut (source: @OnchainDataNerd).

According to @rovercrc, the latest FOMC Minutes referenced stablecoins eight times, underscoring repeated official attention to the asset class (source: @rovercrc on X, Aug 20, 2025). Based on @rovercrc’s report, traders can treat this as a macro headline and monitor USDT and USDC spreads, stablecoin net issuance, and BTC/ETH pair liquidity after the Minutes release to assess any shift in risk sentiment (source: @rovercrc).

According to @milesdeutscher, a chart he shared shows ETH has overtaken BTC in Treasury Company trading volume as of Aug 20, 2025 (source: @milesdeutscher, Twitter, Aug 20, 2025). He adds that ETH remains the less saturated trade with significant catch-up potential versus BTC, suggesting a relative-value rotation theme in the ETH/BTC pair for traders (source: @milesdeutscher, Twitter, Aug 20, 2025). For positioning, the source’s signal directs attention to ETH/BTC relative strength and volume leadership as key triggers for rotation trades if the trend persists (source: @milesdeutscher, Twitter, Aug 20, 2025).

According to @rovercrc, China is considering allowing yuan-backed stablecoins to support RMB internationalization (source: Crypto Rover on X). The post does not reference any official notice or document from the People's Bank of China, State Administration of Foreign Exchange, or other regulators (source: Crypto Rover on X). For context, China is piloting the e-CNY central bank digital currency, which is distinct from privately issued stablecoins in governance and legal status (source: People's Bank of China). An existing offshore yuan-pegged stablecoin, CNHT, is issued by Tether, highlighting current market infrastructure for RMB-linked tokens outside the mainland (source: Tether). Stablecoins are widely used as quote and settlement instruments in crypto trading, making regulatory developments material for liquidity and pricing dynamics if officially confirmed (source: Bank for International Settlements). Traders should await confirmation from official channels such as the People's Bank of China or the Hong Kong Monetary Authority before positioning on this headline (source: People's Bank of China; Hong Kong Monetary Authority).