#以太坊大户持仓变化 1. Market Snapshot



Bitcoin broke through the $92,100 mark, with a 24-hour increase of 1.47%, and its market dominance soared to 59.34%—this clearly shows the strong dominance of Bitcoin. Ethereum followed closely, trading at over $3,150, with a 2.1% increase within two hours, indicating bullish sentiment remains solid.

Interestingly, the privacy coin sector suddenly surged, with XMR leading the pack, nearly an 18% increase in 24 hours. Is this a sign of a reversal? Even more impressive are the AI and DePIN sectors, with tokens like FET, TAO, Venice Token, and others posting double-digit gains, showing clear rotation effects.

Story Token was truly on fire today, skyrocketing 25.05% to reach $2.51, making it the top gainer in the 24-hour ranking. The overall trading volume was $177.38B, a slight increase of 0.35%, but trading activity remains active.

2. On-Chain Situation and Institutional Movements

There’s new progress in Ethereum staking—some leading staking platform added 109,504 ETH, bringing the total staked to 1.19 million ETH, worth approximately $3.36 billion. This continuous addition indicates institutional confidence for the long term.

Tether is also active, successfully registering the Hadron trademark in the Russian market, expanding their asset tokenization efforts.

Regarding whale movements, one address withdrew ZEC worth $1.55 million from a major exchange, while another whale moved $912,000 worth of WHITEWHALE tokens. However, they still hold $4.24 million worth of similar assets, suggesting rebalancing rather than liquidation. Industry veteran Michael Saylor has updated Bitcoin tracking data again, and rumors suggest he’s secretly increasing his BTC holdings. The actions of major players often serve as market indicators.

3. Market Situation Analysis

The current market shows a typical structural divergence—hot sectors like AI, DePIN, and privacy coins are rallying in turn, while CeFi, MEME coins, and Layer2 projects are relatively subdued. The rapid fund flow from one theme to another is very evident.

From a technical perspective, Bitcoin needs to hold above $92,000 in the short term. If it stabilizes, there’s potential to challenge $95,000. However, if it pulls back, support levels are around $90,000. This tug-of-war is expected to continue for a while.
ETH3.25%
BTC2.24%
FET0.66%
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GasFeeCriervip
· 1h ago
Bitcoin surges to 92K, Saylor is secretly buying again, this guy is really persistent XMR jumps 18% — this move is a bit outrageous, will privacy coins make a comeback? Story coin rises 25% in a day — I really don’t understand this kind of coin, it’s definitely high risk Staking ETH continues to increase, it seems like institutions are quietly accumulating, is the long-term bullish signal so obvious? Whales are adjusting their positions without cutting losses, indicating they are still calm, while retail investors are panicking every day AI and DePIN are taking turns exploding, funds are dancing wildly in these sectors, MEME coins definitely need to cool off for a while We must hold the 92,000 level, everyone, or it will be a cycle of repeated torment
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MetaverseVagabondvip
· 01-12 14:57
Story Coin's recent surge is insane. Luckily, I didn't buy at the peak, or I would have been wiped out again.
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SmartContractDivervip
· 01-12 07:19
Saylor is secretly eating pancakes again. This guy really understands the market sentiment of big players. The rotation between AI and privacy coins is quite intense, and capital flows are changing too quickly. A 25% increase in Story coin is really outrageous; it feels like this kind of meme coin is easy to get caught by. Institutions are accumulating ETH, with staking volume surpassing 1.19 million. This data shows their attitude. Can the 92,000 level hold? It seems like there will be repeated struggles for a while. An 18% surge in XMR is either someone speculating on privacy concepts or there are real positive news. It's a bit hard to tell. Tether is deploying Hadron in Russia. Asset tokenization is really about to take off. Cutting losses and adjusting positions just require the right mindset. That whale still holding 4.24 million WHITEWHALE seems confident. Layer2 has been neglected this round. It feels like hot money has moved to DePIN, and the rotation is really rapid. BTC dominance at 59.34% makes Bitcoin's position seem a bit more stable.
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FarmHoppervip
· 01-12 07:12
It's another rotation sector, AI and privacy coins are going crazy, but I still think this wave won't last too long. Saylor is again accumulating BTC, this guy is really persistent, gotta keep up with his rhythm. Story coin has a 25% increase, is anyone catching it? Feels like there's a story behind this kind of surge. Staking volume continues to hit new highs, are institutions really betting on ETH's future? XMR jumped directly by 18%, is privacy coin about to turn around? Or is it a trap for the next bagholder? $92k is indeed a critical line; if it can't be broken, it's all just虚的. I just want to know what that whale holding $1.55 million in ZEC means—rebalancing or a signal before fleeing? DePIN has been hot for so long, should it cool down now? Institutions are accumulating, retail investors are chasing highs, this is the most dangerous time, bro.
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GasFeeSurvivorvip
· 01-12 06:53
AI is about to take off, and I'm still bottom-fishing FET. The rotation is so fast, I really can't keep up. --- Saylor is quietly adding to his position again? This guy really knows what he's doing. I'll just follow along and take the dust. --- Story up 25 points? When will it be my turn to hold that broken coin? --- The staking institutions' recent moves show they really have confidence in the future. --- A 18% increase in privacy coins is a bit outrageous. Is there any news behind this, or is it just pure sentiment? --- If 92,000 can't hold, it will directly fall back to 90. This position is too awkward. --- When funds flow into AI, CeFi is freezing cold. It feels like MEME coins are really going to cool off. --- Whales adjusting their positions without cutting losses indicate they still have confidence. --- Up and down again, chasing hot topics every day is exhausting. --- BTC accounts for 59.34%, Bitcoin is really the stabilizer.
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AllInAlicevip
· 01-12 06:53
The 25% increase in Story, is it going to be another story of a sharp decline tomorrow? Saylor is secretly buying Bitcoin, and we can only track the data? Overthinking, indeed. With AI and DePIN rotating so aggressively, it feels like funds are betting on the next narrative. There's some risk involved, brothers. ETH staking continues to increase, institutions really believe in this long-term story. XMR surged 18% and suddenly skyrocketed. Is privacy coin about to turn around? I don't believe it will happen so quickly.
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ImaginaryWhalevip
· 01-12 06:51
Bitcoin remains very stable, but this round of AI and privacy coin frenzy is really a bit outrageous. Is Saylor adding to his position again? Damn FOMO. Story coin up 25%? How many people are chasing the high? The ETH staking institutions are so active, indicating there’s still long-term potential. But speaking of this kind of rotation, isn’t it too fast? It feels like it could crash at any moment.
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