2026-01-21 10:25:43

Last night's market was indeed intense, with ETH experiencing a deep correction on the 4-hour chart, breaking through the 3200 level and dropping to around 3045. Retail traders were in chaos, many choosing to cut losses during this sell-off. Interestingly, when market sentiment was at its most pessimistic, some keenly perceptive large institutions were quietly taking action.

According to on-chain data tracking, the global leading institution BitMine increased its ETH holdings by over 35,000 tokens last week, which, at current prices, amounts to over $100 million. This is not a random move but a carefully calculated strategic deployment. Currently, this institution's total ETH holdings have reached 4.203 million, accounting for 3.48% of the total ETH supply.

What’s more noteworthy is their long-term stance. The institution has staked 1.838 million ETH and publicly announced plans to officially launch the MAVAN staking program in Q1 2026. This sends a clear signal: they are looking at medium- to long-term gains.

From the perspective of the Ethereum staking market, the supply-side pressure has been largely absorbed. Currently, only about 80,000 ETH are waiting to exit, while the number of ETH queued for staking is as high as 900,000 to 1 million. What does this mean? The selling pressure on the supply side has essentially been eliminated. In this market environment, the institution’s increased positions are no longer short-term maneuvers to support the price but a confirmation of the long-term value of the Ethereum ecosystem.

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HashBard

· 14h ago

when the retail masses are bleeding out, the whales are literally accumulating... the narrative writes itself, doesn't it? supply pressure evaporating while institutions queue up for the long game. classic market poetry, ngl

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MetaverseLandlord

· 14h ago

Retail investors get wiped out while big institutions are accumulating chips. When will this routine ever get boring? This wave shows that institutions are very patient; the long-term bullish signals are very clear. I got caught in the 3045 wave; watching institutions accumulate now is a bit uncomfortable. The staking direction is indeed Ethereum's long-term support; once the selling pressure is digested, that will be the real bottom. Honestly, retail investors who got cut should take a look at this data. BitMine's recent operations are too ruthless; while we're still cutting losses, they are building positions. What does it mean when institutions are so aggressively accumulating? It just shows they are not afraid at all. Wait, over 4.2 million ETH, what kind of concept is that? I really want to know when retail investors will be able to win once.

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WenAirdrop

· 14h ago

Retail investors are crying, institutions are laughing, this is the fate of the little guys. --- BitMine's move this time is truly brilliant, buying more as the price drops, which has earned my utmost respect for institutions. --- If the selling pressure is truly cleared, then a rebound should happen, but I still don't dare to chase the high. --- Pledged amount surpassing one million? It shows everyone is optimistic about the long term. Am I the only one still debating whether it can break below 3200? --- Throwing in one hundred million dollars without blinking, my small capital really isn't enough to watch. --- Wait, is BitMine real? Can it be checked on-chain? I always feel like I need to verify such news myself. --- Institutions are looking at 2026, while retail investors are watching tomorrow's trend. The crypto world is indeed chaotic. --- Holding 3.48% of the circulating supply, that gives you a lot of influence. --- Those who sold off last night must have been terrified, but looking back, it seems a bit unfair. --- The idea of clearing the selling pressure sounds good, but how much buying volume is needed for a rebound? Don't tell me it's another empty pump.

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MetaMaskVictim

· 15h ago

Retail investors operate aggressively like tigers, but then look back and see only 3,500... BitMine's move is truly brilliant; the harder it falls, the more aggressively they buy. Institutions are eating the profits while retail investors are drinking the soup—that's the reality. Looking at the staking data, there’s indeed something there. I still think something's off. At times like this, those promoting long-term value just want to cut our leeks. Two hundred million USD to buy such a small amount of ETH? I feel like they’re just hyping things up... Zero selling pressure? Then why was my stop-loss order still swept while the price was falling? Laughable. The staking plan has been extended to Q1 2026, and the market’s expectations are way off. Am I the only one who’s not thinking straight? Looking at their layout, it’s clear—they’re dealing in real gold and silver, not some hollow hype or fake signals. This is called information asymmetry. We’re still cutting losses, while they’ve already set their positions. No pressure on the supply side ≠ prices will rise. Don’t be fooled by these data. Should we follow the institutions’ lead when they enter? Or wait and see first?

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WhaleSurfer

· 15h ago

Retail investors just cut me and then run, while institutions quietly scoop the bottom again BitMine's move was really aggressive, didn't resist from the 3045 level? Staking team has reached 1 million coins, that's outrageous Looks like I need to change my habit of cutting losses

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