According to @CoinMarketCap, Ethereum co-founder Vitalik Buterin published an essay arguing that decentralization and technological diffusion can help prevent extreme concentrations of power that could lead to societal crises, highlighting decentralization as the core topic of the new publication; source: @CoinMarketCap on X, January 1, 2026. For market context, the post does not include price, on-chain, or policy details; traders focused on ETH narrative flow can note the publication timing and theme; source: @CoinMarketCap on X, January 1, 2026.

According to @glassnode, the 30-day simple moving average of net flows for both BTC and ETH ETFs has been negative since early November and remains negative, source: @glassnode. This persistence indicates no renewed demand and reflects muted participation and partial disengagement by institutional allocators, source: @glassnode. The pattern reinforces a broader liquidity contraction across the crypto market, source: @glassnode.

According to @TATrader_Alan, the ETH weekly chart is showing a giant inverse head and shoulders pattern, highlighting a potential bullish setup on Ethereum’s higher time frame (source: @TATrader_Alan). An inverse head and shoulders is widely viewed as a bullish reversal once price breaks above the neckline with strong volume, which traders use as confirmation (source: Investopedia). Traders commonly project a measured move by adding the vertical distance from the head to the neckline to the breakout level and monitor volume expansion on the break (source: Investopedia). Risk management in this pattern often places invalidation or stop-loss levels below the right shoulder low to limit downside if the setup fails (source: Investopedia).

According to the source, Token Terminal reports a quarterly record of 8.7 million smart contracts deployed on Ethereum in Q4, marking the highest total in its tracked history. Token Terminal attributes the surge to RWA tokenization, stablecoin activity, and infrastructure development, indicating where on-chain activity concentrated during the quarter.

According to @santimentfeed, Ethereum (ETH) remains significantly stronger than Bitcoin (BTC) on a relative basis since early April, signaling ongoing ETH/BTC momentum for relative-value setups, per @santimentfeed. The post credits @Sykodelic_ for calling the move and points to a KOL leaderboard ranking signal accuracy that traders can consult to assess social alpha sources, according to @santimentfeed.

According to the source, BlackRock’s tokenized U.S. Treasury fund BUIDL has distributed $100 million in cumulative dividends since launching in March 2024, the first tokenized U.S. Treasury product to reach this milestone, source: the source. BUIDL provides tokenized exposure to cash, U.S. Treasury bills, and repurchase agreements on Ethereum via Securitize, positioning it as a key on-chain yield reference within the RWA sector, source: BlackRock March 2024 product announcement and Securitize disclosures.

According to the source, Arkham Intelligence data shows investment firm Trend Research increased its Ethereum holdings to more than 626,000 ETH after a series of buys on Monday, valuing the position at over $1.8 billion at observed prices, per Arkham data. Arkham’s on-chain labels attribute the series of Monday transactions to Trend Research’s wallet, giving traders a verifiable view of large ETH accumulation on-chain, according to Arkham data.

According to @CoinMarketCap, Arkham Intelligence data shows investment firm Trend Research increased its Ethereum position to more than 626,000 ETH following a series of buys on Monday, with the holdings valued at over 1.8 billion dollars based on Arkham’s wallet tracking, source: Arkham Intelligence. Arkham’s on-chain labels attribute the accumulation to Trend Research and timestamp the purchases to Monday across multiple inbound transactions to the entity’s wallets, source: Arkham Intelligence.

According to @ai_9684xtpa, Trend Research withdrew 13,462 ETH from Binance, lifting on-chain holdings to 626,071 ETH with a reported portfolio value above USD 1.83 billion, an average cost around USD 3,105.5, and an unrealized loss near USD 110 million. Source: X post by @ai_9684xtpa https://x.com/ai_9684xtpa/status/2005656719159140551. The same source noted an earlier 5,011 ETH withdrawal from Binance that brought holdings to 612,609 ETH with a total value around USD 1.79 billion, an average cost of USD 3,109.58, and an unrealized loss near USD 107 million. Source: X post by @ai_9684xtpa https://x.com/ai_9684xtpa/status/2005627568305873154. @ai_9684xtpa states the single-day net accumulation totals 46,036.72 ETH and provides the tracked wallet 0x8FDC74baD4AA20904a362D4b69434A0Cf4d97f43 for verification via ARKM Intel Explorer. Sources: X post by @ai_9684xtpa https://x.com/ai_9684xtpa/status/2005656719159140551 and ARKM Intel Explorer https://intel.arkm.com/explorer/address/0x8FDC74baD4AA20904a362D4b69434A0Cf4d97f43.

According to the source, Bitmine's ether holdings exceed 4.1 million ETH and its combined crypto and cash reserves total $13.2 billion, as stated in a post on X dated Dec 29, 2025. According to the source, the post did not provide wallet addresses, acquisition cost, or any transaction plans.

According to @StockMKTNewz, Tom Lee and Bitmine (BMNR) bought 44,463 Ethereum (ETH) over the past week, as reported in a post dated December 29, 2025 (source: @StockMKTNewz). The post provides the purchase size but does not include transaction identifiers, execution venues, or pricing details for verification or order-flow analysis (source: @StockMKTNewz).

According to @OnchainLens, Bitmine (BMNR) acquired 44,463 ETH (about $130M) last week, increasing its Ethereum holdings to 4,110,525 ETH valued at $12.04B. PR Newswire reports in the company announcement that Bitmine’s ETH stack reached approximately 4.11 million tokens and that its combined crypto and cash reserves total $13.2B. For traders, these verified inflows and treasury levels clarify large-holder positioning in ETH markets, as reported by PR Newswire and @OnchainLens.

According to @OnchainLens citing Arkham’s entity tracker (intel.arkm.com), Trend Research purchased 16,078 ETH ($48.12M) from Binance, lifting its tracked holdings to 607,828 ETH valued at $1.78B. Based on figures reported by @OnchainLens, the implied average purchase price for this tranche is approximately $2,991 per ETH, calculated from $48.12M divided by 16,078. The balance change and entity labeling are visible on Arkham’s Trend Research page and in @OnchainLens’ report, providing concrete on-chain data for traders to monitor large-holder flows and ETH liquidity.

According to @EmberCN, Trend Research withdrew 6,748 ETH worth about $19.77 million from Binance, an exchange outflow event. According to @EmberCN, Trend Research's ETH holdings now total 607,824 ETH. According to @EmberCN, the reported average acquisition price for these holdings is $3,199.

According to @TATrader_Alan, the ETH monthly chart is forming another double bottom setup that could turn bullish if confirmed, source: @TATrader_Alan on X, Dec 29, 2025. Double bottom patterns are typically confirmed when price breaks and closes above the neckline with rising volume, which traders use as a trigger for potential trend reversal, source: Investopedia, Double Bottom pattern overview. Until that confirmation, risk remains of range continuation or a retest of the prior lows; waiting for a monthly close above the neckline helps reduce false signals, source: Investopedia, Double Bottom pattern overview.

According to @CryptoMichNL, ETH is testing the 20-day moving average and a clean break above it would confirm an upside breakout while the broader trend remains up, though near-term momentum is shaky, source: @CryptoMichNL. A loss of the $2,775 level could trigger a cascade lower and invalidate the bullish structure, source: @CryptoMichNL. A decisive move through $3,000 opens room for a rapid run toward $3,650, source: @CryptoMichNL.

According to @EmberCN, Uniswap executed an on-chain burn of 100,000,000 UNI (about $596 million) from the Uniswap treasury at around 04:30 today, confirmed by Etherscan transaction 0x091f0083242a777d55821c1189e568d6d033d9da501b75087dc736fa143d2c1e. Source: https://twitter.com/EmberCN/status/2005072023362666511; https://etherscan.io/tx/0x091f0083242a777d55821c1189e568d6d033d9da501b75087dc736fa143d2c1e The author adds that the fee-burn proposal passed two days earlier and that future Uniswap protocol fees will be used to burn UNI, establishing an ongoing supply-reduction mechanism. Source: https://twitter.com/EmberCN/status/2005072023362666511 Based on the UNI contract showing a total supply of 1,000,000,000, the burn equals roughly 10 percent of supply, a material tokenomics change traders can factor into liquidity and valuation models. Source: https://etherscan.io/token/0x1f9840a85d5aF5bf1D1762F925BDADdC4201F984 Traders can monitor subsequent burns and fee accruals via the on-chain burn transactions and Uniswap analytics to gauge the pace of supply contraction and DEX revenue trends. Source: https://etherscan.io/tx/0x091f0083242a777d55821c1189e568d6d033d9da501b75087dc736fa143d2c1e; https://info.uniswap.org

According to @ai_9684xtpa, two wallets attributed to Pantera Capital deposited 5,264 ETH to Coinbase about 8 hours ago, worth roughly $15.37M at an average transfer price of $2,919.7, source: @ai_9684xtpa on X; Arkham Intel explorer addresses 0xbfa50a6fC12d51E26f5C1D2F6528FA839bF21dDD and 0x3971f4DEE353fFe488ff19B4ac5650F36CA4b585. According to @ai_9684xtpa, this marks the first on-chain interaction from these wallets in three months, providing a fresh data point for monitoring ETH exchange inflows, source: @ai_9684xtpa on X; Arkham Intel address histories. According to @ai_9684xtpa, the same wallets were previously active near an ETH local high around $4,508 three months ago and earlier deposited near ~$1,800 in April, offering reference price levels from their past activity, source: @ai_9684xtpa on X; Arkham Intel address histories.

According to @lookonchain, trader pension-usdt.eth with over $25M in realized profits closed an ETH long for a $278K gain and opened a 3x short on 20,000 ETH with $58.44M notional size (source: @lookonchain; Hyperdash). For traders, this marks a clear directional shift to leveraged short exposure by a historically profitable wallet, with the position details validated via the Hyperdash tracker cited by @lookonchain (source: @lookonchain; Hyperdash).

According to the source, global stablecoin supply reached $314 billion in 2025, but market cap alone can obscure which assets and networks control actual trading liquidity and flows. On centralized exchanges, USDT leads by trading volume and number of quote pairs—especially on offshore venues—resulting in tighter spreads and deeper order books versus USDC, according to Kaiko’s 2024 market structure reports. On-chain activity is segmented: USDT transfers are concentrated on Tron by transaction count and volume, while USDC settlement skews toward Ethereum and select Layer-2s, according to Chainalysis 2024 data and Circle’s published network statistics. For trading signals, rising stablecoin balances on exchanges and a lower Stablecoin Supply Ratio have historically coincided with greater crypto buying power, according to Glassnode metrics.