Ethereum (ETH) — Onchain News & Whale Tracking

"Whale of 1011 Insider" Ethereum Long's $140 Million Profit Soared to $7.2 Million

November 10th. According to the monitoring of HyperInsight, with the positive news that the U.S. Senate reached an agreement to end the federal government "shutdown", Ethereum surged above $3,600 this morning. Meanwhile, the 1.4 billion USD long position of Ethereum held by the "1011 Insider Whale" saw its unrealized gains increase to 7.2 million USD.

Contract Whale Watch: "BTC OG Whale" Long on Ethereum with over $6M Unrealized Profits, James Wynn's Trade Faces "Eight Losses in a Row"

On November 10th, according to the monitoring of Hyperinsight (https://t.me/HyperInsight), the recent on-chain activities of prominent whale contracts are as follows: · The "BTC OG Whale" is holding a long position of 40,000 ETH and currently has a floating profit of more than $6 million. Its opening price was $3,445.58, and the liquidation price is $3,597.2. · "Brother" Huang Lizhong is holding a 25x leveraged Ethereum long position (holding approximately 4,500 ETH) and currently has a floating profit of more than $1 million. The opening price was $3,392.76, and the liquidation price is $3,364.56. · James Wynn's contract has recently experienced an "eight-game losing streak," with a cumulative loss of more than $190,000. He currently holds a 40x leveraged Bitcoin short position with a floating loss of $11,500, and the liquidation price is $106,843.75. · The "BTC Whale who has been shorting since 2025.03" is still enjoying a floating profit of $7 million on a 20x leveraged Bitcoin

「Buddy」 Ethereum Longs Are Now Over $1.09M in Profit

「BTC OG Whale」 Ethereum Long Position Unrealized Gain Surpasses $6 Million

On November 10th, as monitored by HyperInsight (accessible via https://t.me/HyperInsight and opened in a new tab), the "BTC OG Whale" with a long position of 40,000 ETH is currently reaping an unrealized gain of more than $6 million. The opening price was $3,445.58, and the liquidation price was $3,597.2. Address: 0xb317D2BC2D3d2Df5Fa441B5bAE0AB9d8b07283ae Previously, on October 10th, a certain "high-profile ETH-rebalancing BTC OG Whale" first transferred a significant amount of funds from address (0x2eA) to an intermediary address (0x4f9), and then injected funds multiple times into the trading address (0xb31). Subsequently, on the eve of the "Black Swan" event, two associated addresses (0x2eA) precisely shorted ETH, while (0xb31) shorted BTC and consecutively achieved profits.

Ethereum Surges This Morning, Breaking Above $3,600

On November 10th, according to HTX market data, Ethereum witnessed a brief rebound this morning and broke through $3,600. It is currently trading at $3,575, with a 24-hour increase of 5.06%.

「1011 Insider Whale」's $140 Million Ethereum Long Turns Loss into Gain, Floating Profits of $3.2 Million

On November 9th, according to on-chain analyst Ai Auntie (@ai_9684xtpa), as Ethereum returned to $3500, the "1011 Insider Whale" changed their $140 million long position in Ethereum from a loss to a profit. Currently, it is floating at a profit of $3.2 million with an entry price of $3,445.58.

Ethereum Surges Above $3,500, 24-hour Gain 4.36%

On November 9th, based on HTX market data, Ethereum has experienced a rebound and exceeded $3,500, showing a 24-hour gain of 4.36%.

Ethereum Withdrawal Trend Continues, with a CEX Net Outflow of 15,500 ETH in the Last 24 Hours

On November 9th, according to Coinglass data, within the past 24 hours, CEX has witnessed a net outflow of 15,500 Ether (ETH). The top three CEX with outflows are as follows: · Binance, with an outflow of 13,800 ETH; · Bybit, with an outflow of 4,923.17 ETH; · Bitstamp, with an outflow of 3,847.72 ETH. In addition, Coinbase Pro recorded an inflow of 7,813.37 ETH and ranked first in the inflow list.

If Ethereum falls below $3,300, the mainstream CEX long liquidation pressure will reach $595 million.

On November 9th, according to Coinglass data, if Ethereum drops below $3300, the cumulative intensity of long liquidation on mainstream CEXs will reach $595 million. Conversely, if Ethereum rises above $3500, the cumulative intensity of short liquidation on mainstream CEXs will reach $980 million. BlockBeats Notes: The liquidation chart does not display the exact number of contracts awaiting liquidation or the precise value of contracts being liquidated. The bars on the liquidation chart actually represent the relative significance of each liquidation cluster compared to adjacent liquidation clusters, that is, intensity. Therefore, the liquidation chart shows the degree to which the price of the underlying asset will be influenced when it reaches a certain level. A higher "liquidation bar" indicates that when the price reaches that level, it will trigger a more intense reaction due to a liquidity avalanche.

Ethereum's 30-day Net Supply Change has increased by 74,298 ETH

On November 8th, based on data from Ultrasound.money, the net supply of Ethereum over the past 30 days increased by 74,298 ETH. The supply increased by approximately 84,069 ETH, and 9,770 ETH was burned through the burning mechanism. The total Ethereum supply has now reached 121,195,469 ETH, with a current supply growth rate of 0.747% per year.

This week, the US Ethereum Spot ETF saw a net outflow of $507.7 million

On November 8th, according to Farside's monitoring data, this week the US Ethereum spot ETF witnessed a total net outflow of $507.7 million.

Due to a hung jury, the $25 million Ethereum MEV case has been declared a mistrial.

On November 8th, as per the report by Cointelegraph, the New York Federal Court declared a mistrial in the case involving the two brothers Anton and James Peraire-Bueno. This was because the jury was unable to reach a unanimous decision regarding guilt or innocence. The two were accused in relation to a 2023 Ethereum chain MEV attack that managed to obtain approximately $25 million within about 12 seconds. The prosecution claimed that their actions constituted a "bait and switch" and involved fraud and money laundering. On the other hand, the defense argued that such transactions were more similar to on-chain "front-running" in a game-like behavior. The case, which lasted for three weeks, ultimately ended in a mistrial due to the split opinions among the jury.

Yesterday Bitcoin ETF saw a net outflow of $558.4 million, while Ethereum ETF saw a net outflow of $46.6 million

On November 8th, based on the monitoring of Farside Investors, yesterday the net outflows of the US Bitcoin spot ETF amounted to $558.4 million. IBIT saw a net outflow of $131 million, FBTC had a net outflow of $256 million, and ARKB experienced a net outflow of $144.2 million. The net outflow of the Ethereum spot ETF was $46.6 million. While ETHA had a net inflow of $34.4 million, FETH had a net outflow of $72.2 million.

JPMorgan Chase Invests in Ethereum's Largest Treasury Management Firm Bitmine, Holding Position Worth $102 Million

On November 8th, JPMorgan Chase's 13F-HR filing submitted to the SEC on November 7th showed that by September 30th, the bank held 1,974,144 shares of Bitmine Immersion Technologies, the world's largest Ethereum reserve company. The position value was $102 million.
Bitmine, which was originally a Bitcoin miner, shifted to an Ethereum reserve company in 2025 and currently holds more than 3.24 million Ether, making it the largest reserve holder in the world.

On-chain Whale Activity Overview: Increasing ZEC Long/Short Divergence, "1011 Insider Whale," and Multiple Whales Accumulating Ethereum Longs

On November 8th, based on a comprehensive monitoring by Hyperinsight, Ember, and on-chain analyst Ai Auntie (@ai_9684xtpa), on-chain whale activities were highly active last night and this morning. Here is an overview: With the continuous rise of ZEC, the disagreement between the long and short positions of on-chain contract whales has increased. The largest short position on Hyperliquid continues to increase its collateral to avoid liquidation. The largest ZEC position on Hyperliquid is currently holding a long position of 55,000 ZEC (worth USD 33.89 million) through profit-taking and rolling over. On the other hand, the "1011 Insider Whale" has just closed its Bitcoin long position and simultaneously increased its Ethereum long position to 40,000 ETH with a 5x leverage. The "Buddy" continued to increase its ETH long position last night and this morning. As of the time of writing, its 25x leveraged ETH long position amounts to USD 10.32 million. It is worth noting that a new walle

「1011 Insider Whale」 closes Bitcoin long position and opens 5x Ethereum long position

On November 8th, according to HyperInsight's monitoring, the "1011 Insider Whale" has just completed the closure of its Bitcoin long position and simultaneously initiated a 5x leveraged Ethereum long position. As of the moment of this writing, the address holds a long position of 40,000 ETH, with a position value of $138 million.

Ethereum Falls Below $3,200, 24-hour Decline of 4.8%

On November 7th, based on HTX market data, Ethereum dropped below $3,200, experiencing a 24-hour decline of 4.8%.

Yesterday's US Ethereum Spot ETF saw a net inflow of $12.5 million

On November 7th, based on Farside monitoring data, yesterday the US Ethereum spot ETF witnessed a net inflow of $12.5 million, bringing an end to a 6-day consecutive period of outflows.

Compound has temporarily halted multiple stablecoin lending markets on Ethereum in response to the Elixir liquidity crisis

On November 7th, the DeFi research and risk management company Gauntlet previously recommended that the Ethereum lending protocol Compound implement a temporary emergency pause on the following standalone borrowing market Comet in v3, which includes: USDC on Ethereum, USDS on Ethereum, and USDT on Ethereum. The proposal has been approved, and withdrawals for the USDC and USDS lending markets were resumed on November 6th. Compound has stated that it will gradually restore the markets while ensuring system security. This action is designed to address the liquidity crisis of Elixir's deUSD and sdeUSD, both of which are listed as collateral on Ethereum USDC, USDS, and USDT. On November 4th, Stream Finance disclosed a $93 million loss in its fund assets, with Elixir having an exposure of $68 million, resulting in a liquidity crisis for its stablecoins deUSD and sdeUSD.

Ethereum Dips Below $3,300

On November 6th, based on HTX market data, Ethereum fell below $3,300, experiencing a 24-hour decline of 2.45%.

Aligned is partnering with a key partner to bring Ethereum solutions to millions of users.

On November 6th, Aligned is progressively emerging as the favored second-layer solution (L2) technology stack and Rollup-as-a-Service (RaaS) provider among institutional partners. By forging strategic partnerships with Sovra and Loom Finance, this native Ethereum zero-knowledge (ZK) infrastructure company is offering technical support for the next generation of Ethereum applications. These applications are not only targeted at crypto-native users but also serve various governments, enterprises, and millions of global ordinary users. Currently, Sovra is making use of Aligned's RaaS technology stack to construct a service system that encompasses over 6 million users in Argentina, Mexico, and Colombia. Aligned is providing comprehensive assistance to Sovra, including proof services, L2 network deployment, and the forthcoming Wallet-as-a-Service feature, thereby offering an end-to-end technology stack guarantee for an internet-scale sovereign identity system. Aligned also serves as the i

Yesterday, the US Ethereum Spot ETF saw a net outflow of $1.185 billion, marking the sixth consecutive day of outflows.

On November 6th, according to the monitoring of Farside Investors, yesterday the US Ethereum spot ETF experienced a net outflow of $1.185 billion, indicating the 6th consecutive day of net outflows. Specifically, yesterday there was a net outflow of $1.466 billion in the Bitwise ETHA, while Grayscale ETH witnessed a net inflow of $24.1 million.

Ethereum Foundation Launches Founders Lab Mentorship Program

November 6th - The Ethereum Foundation has initiated the Founders Lab Mentorship Program, aiming to offer one-on-one guidance to support founders' development. The initial group of mentors consists of Base founder Jesse Pollak, Sandeep Nailwal, and several others. This event will be held on-site at Devcon from November 18th to 19th.

Gauntlet Proposal Suggests Compound Emergency Pause of USDC, USDS, and USDT Borrowing Markets on Ethereum

On November 5th, the DeFi research and risk management company Gauntlet put forward a proposal on the Ethereum lending protocol Compound forum. The proposal was to implement a temporary emergency pause on the following standalone borrowing markets in Compound v3, namely: USDC on Ethereum, USDS on Ethereum, and USDT on Ethereum. Gauntlet stated that a liquidity crisis was noticed in Elixir's deUSD and sdeUSD, which are both listed as collateral in Ethereum USDC, USDS, and USDT. Gauntlet has proposed updating the risk parameters (Tally), but these proposals have not yet been approved by the governance council. Before the proposal is approved, Gauntlet suggests suspending withdrawals for the affected tokens. This implies that borrowing or withdrawing liquidity for Ethereum USDS, USDC, and USDT tokens in Compound v3 will be temporarily halted. Yesterday, Stream Finance disclosed a loss of $93 million in its fund assets, with Elixir having an exposure of $68 million due to the emergence o

Bitmine and SharpLink's Ethereum Staking Pool Total Loss Expands to $2.57 Billion, with mNAV Below 1

On November 5th, based on strategicethreserve data, Bitmine (BMNR) ranked first in Ethereum institutional holdings. It is currently holding approximately 3.4 million ETH, which is worth about $11.32 billion. In the past 30 days, its holdings have increased by 20%. The average cost is $4,037, and there is an unrealized loss of about $2.4 billion. SharpLink (SBET) ranked second in Ethereum institutional holdings. It is currently holding 860,000 ETH, worth about $2.86 billion. In the past 30 days, its holdings have increased by 2.5%. The average cost is $3,609, and there is an unrealized loss of about $170 million. It is worth noting that the mNAV (Multiple Net Asset Value) of the two companies is currently 0.99 and 0.87 respectively. The current market value of Bitmine is $11.236 billion, and the current market value of SharpLink is $2.297 billion. Both are lower than the value of their Ethereum holdings.

Yesterday, the US Ethereum Spot ETF saw a net outflow of $219.4 million, marking the fifth consecutive day of outflows.

On November 5th, as monitored by Farside Investors, yesterday the US Ethereum spot ETF witnessed a net outflow of $219.4 million, indicating that it was the fifth consecutive day of net outflows. Yesterday, the Bitwise ETHA experienced a net outflow of $111.1 million, and Grayscale ETH had a net outflow of $68.6 million.

Ethereum Rebounds Above $3,300, 24-hour Loss Narrows to 8.98%

On November 5th, according to HTX market data, Ethereum experienced a rebound and surpassed $3300. The 24-hour price change narrowed to 8.98%.

Ethereum Market Cap Falls Below $400 Billion, Drops to 36th Among Global Mainstream Assets

On November 5th, based on CoinGecko data, Ethereum's market capitalization has fallen below 400 billion US dollars. It currently stands at 392.85 billion US dollars, with a 24-hour decrease of 10.6%. According to 8marketcap data, Ethereum's market cap has been surpassed by ASML and has dropped to the 36th position in the global mainstream asset market cap ranking.

Bitcoin Dips Below $100,000 in the Early Hours, Ethereum Touches Nearly $3,000

On November 5th, Bitcoin briefly dropped below the $100,000 mark in the early morning, hitting $98,944. It has now rebounded to $101,160, with a nearly 5% decrease in the past 24 hours. Ethereum dipped to $3,057 and has since risen to $3,272, with a nearly 9% decrease in the past 24 hours.

Renowned Analyst: Ethereum is entering the final consolidation phase, with a potential dip to the $3,400 range still on the table

On November 4th, the prominent crypto analyst @IamCryptoWolf posted on Platform X and stated that Ethereum is entering the final stage of the correction that commenced in August. All of this is part of a larger pattern that started around $1500. If Ethereum is unable to quickly return to $3900, we can anticipate buying Ethereum at $3400.

「Whale Insider 1011」 Once Again Increases Bitcoin and Ethereum Long Positions

On November 4th, according to the monitoring of HyperInsight, the "1011 Insider Whale" has once more boosted its long positions in Bitcoin and Ethereum. As of the time of this writing, its total long position amount has reached $80.33 million.

If Ethereum rebounds above $3,600, the cumulative short liquidation pressure on major CEXs will reach $807 million.

On November 4th, based on Coinglass data, if Ethereum rises above $3600, the cumulative short liquidation intensity of mainstream CEX will reach $807 million. Conversely, if Ethereum falls below $3400, the cumulative long liquidation intensity of mainstream CEX will reach $564 million. BlockBeats' Note: The liquidation chart does not display the exact number of contracts awaiting liquidation or the exact value of contracts being liquidated. The bars on the liquidation chart actually represent the significance of each liquidation cluster in relation to neighboring liquidation clusters, that is, intensity. Therefore, the liquidation chart shows at what level of the underlying asset price certain effects will be observed.

Ethereum Surges Above $3,500

On November 4th, based on HTX market data, Ethereum has rebounded and is now above $3,500. The 24-hour price drop has narrowed to 5.28%.

Bitmine and SharpLink's Ethereum Staking Holdings Experience Combined Unrealized Loss of Over $1.9 Billion

On November 4th, according to the monitoring of on-chain analyst Yu Jin, as ETH dropped below $3,500, the two major ETH treasury companies are currently encountering significant unrealized losses: · Bitmine: It holds 3,395,422 ETH ($11.88 billion), with an average cost of $4,037, resulting in an unrealized loss of $1.82 billion. · SharpLink: It holds 860,299 ETH ($3.01 billion), with an average cost of $3,609, resulting in an unrealized loss of $93.77 million.

Bitcoin drops below $106,000, Ethereum drops below $3,600

On November 4th, based on HTX market data, Bitcoin fell below $106,000, experiencing a 24-hour decline of 1.85%. Ethereum also dropped below $3,600, with a 24-hour decrease of 4.15%.

Yesterday, the U.S. Bitcoin Spot ETF saw a net outflow of $1.865 billion, while the Ethereum Spot ETF saw a net outflow of $1.357 billion.

On November 4th, based on Farside monitoring data, yesterday the net outflow of the US Bitcoin spot ETF was $1.865 billion, and the net outflow of the Ethereum spot ETF was $1.357 billion.

「Buddy」 25x Ethereum Long Position Liquidated, $15 Million Loss

On November 3rd, as per the monitoring of OnchainLens, the 25x long position of "Buddy" Huang Lizheng's ETH was completely liquidated, leading to a loss of $15 million.

Ethereum Drops Below $3600

On November 3rd, according to HTX market data, Ethereum dropped below $3,600, experiencing a 24-hour loss of 7.12%.

Ethereum Foundation Launches New ESP Grant Program

On November 3rd, the Ethereum Foundation announced the commencement of the Ecosystem Support Program (ESP). It will continue to fund projects for everyone, but now through two channels: the Wish List and Proposal Solicitation. These channels are intended to address the most pressing needs in the ecosystem identified by the Ethereum Foundation teams. The former will formulate high-level goals to guide key work areas, concentrating on broader themes rather than specific projects. The latter will focus on explicit deliverables or measurable outcomes, including predefined scope, requirements, and expected results.

Ethereum Surges Past $3700

On November 3rd, according to HTX market data, Ethereum rebounded and exceeded $3700. The 24-hour decline was narrowed to 4.60%.

Ethereum Drops Below $3700

On November 3rd, based on HTX market data, Ethereum dropped below $3,700, experiencing a 24-hour loss of 5.3%.

Matrixport: Ethereum Buy-Side Structure Concentrated, or Significant Pullback Possible

On November 3rd, Matrixport offered comments on the market, indicating that the performance of Ethereum ETF remained flat this month. When looking back at historical data, July and August witnessed strong net inflows of $5.2 billion and $4.3 billion respectively. In September, it plummeted to $0.3 billion, and in October it was only $0.6 billion, with limited follow-up funding. The recent buying pressure has been concentrated, mainly contributed by Bitmine. If there is a lack of new institutional funds entering, ETH may still maintain its range-bound trading, and there may even be a possibility of a deeper pullback. The Net Asset Value (NAV) of Bitmine is slightly above the issuance level, enabling it to further issue shares to attract incremental funds, but this would dilute the equity of existing holders; its sustainability is questionable.

Bitcoin briefly drops below $109,000, Ethereum tests $3,800

On November 3rd, according to HTX market data, Bitcoin briefly fell below $109,000 and is currently trading at $108,962. Ethereum dipped below $3,800 and is currently trading at $3,799.71.

「Whale」 Increases Ethereum Long Position Again During Minor Market Uptrend

On November 2nd, according to the monitoring of HyperInsight, during a recent slight market upward trend, "The Buddy" once again boosted their Ethereum long position. Their Ethereum 25x long position rose to 2500 coins. Meanwhile, they also decreased a small amount of their PUMP long position. As of the time of this writing, the total long position amount in their account has reached $11.05 million.

Ethereum Treasury Company FG Nexus Announces Listing on Deutsche Boerse

On November 2nd, the Nasdaq-listed Ethereum treasury company FG Nexus announced that it has been listed on the Deutsche B?rse this week and its stock symbol is "LU51". The listing is intended to expand the investor base in the European market, enabling local investors to have the opportunity to participate in Ethereum's treasury reserve strategy and long-term growth plan. Currently, the company holds approximately 50,770 ETH, which is worth about $198 million.

Vitalik Praises ZKSync for Underrated yet Valuable Work in the Ethereum Ecosystem

On November 1st, Vitalik, the founder of Ethereum, retweeted an article "Ethereum is now the primary capital hub for ZKSync" by Alex, the co-founder of ZKSync, and stated that ZKSync has done a lot of underestimated but valuable work in the Ethereum ecosystem and is looking forward to its upcoming new features. Alex's new article mentioned that the ZKSync Atlas upgrade will bring more than 15,000 TPS, 1-second zk-rollup finality, and nearly zero transaction fees. These numbers are just part of the story; what Atlas truly unlocks is enabling a wide range of new functionalities for layer 2 networks.