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Ethereum Funds Dwindle as Bitcoin Attracts Institutional Capital

Institutional Bitcoin Investments Surge as Ethereum Faces Funding Struggles and Price Risks

  • Institutions continue to prioritize Bitcoin investments, while Ethereum companies face funding challenges.
  • Shorting Ether (ETH) is considered a potential strategy to hedge against Bitcoin exposure.
  • Ethereum-focused treasury firms hold a combined total of about 4.7 million ETH.
  • Technical indicators signal possible ETH price drops below $3,000 to near $2,700 if support fails.
  • Despite market risks, some key figures remain bullish on Ethereum’s long-term price potential.

Institutional interest is increasingly favoring Bitcoin, while companies focused on Ethereum are seeing diminishing capital reserves. This shift is presenting an opportunity for investors to short Ether (ETH) as a way to hedge their holdings in digital assets.

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Currently, 15 Ethereum-focused digital asset treasury firms hold around 4.7 million ETH collectively. BitMine leads with approximately 3.3 million ETH, followed by SharpLink with 859,853 ETH and Bit Digital holding 150,244 ETH.

Some analysts highlight a pattern where institutional investors initially accumulate ETH at close to market price and later sell to retail buyers at a premium. This feedback loop, driving ETH prices higher in earlier cycles, is reportedly weakening due to unclear capital flows and private investment disclosures. They also warn that if price support at $3,000 breaks, Ether could fall to about $2,700 based on technical analysis.

Technical signals such as “weekly stochastics”—a momentum indicator—are showing topping patterns, suggesting the current price rally may stall. A recent false breakout from a long-term price wedge formation supports this view, echoing a similar false breakdown earlier this year. Despite these risks, BitMine chair Tom Lee has expressed confidence that Ether’s price could reach $10,000 this year, noting that the asset has been stabilizing since 2021. This optimism persists even after the Oct. 10 market crash erased about $19 billion in crypto positions, marking the largest liquidation event on record.

Additional coverage on Ethereum’s price trends and investor sentiment can be found in this related article on hedging Bitcoin with Ethereum shorting and in reports discussing Ethereum’s price targets amid cooling ETF interest.

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