VitalikTrumpXiMuskPepeShrekMarioPacRoseETH9999Inu (ETH)

2026年6月18日（水）
📊 On-Chain Analysis

ETH is quietly moving toward a supply shortage — a supply-demand improvement that the market is overlooking
Analysis Summary
・ETH staking rate has reached a record high of 32.5%
・On Binance, stablecoin inflows are rising while ETH outflows are occurring simultaneously
・Institutional demand is weak, but the supply-demand structure is improving
Looking at the current on-chain data, the most noteworthy change is happening in the ETH market.
Ethereum’s staking rate has reached an all-time high, and the amount of ETH available for free trading in the market is continuously decreasing.

Furthermore, on Binance, stablecoin inflows are increasing while ETH balances continue to decline. This indicates a situation where “buying capital is growing, but sell-side inventory is shrinking.”

On the other hand, Coinbase Premium remains at a low level, and there is no evidence of aggressive buying by U.S. institutional investors yet. While the supply-demand structure is improving, it appears that further demand expansion is needed for this to be reflected in price.

【XSWIN’s Perspective】
The market focuses only on price, but what truly matters is supply and demand. ETH supply is decreasing. If institutional demand recovers, significant changes could arise from the supply-demand side.

【Update🔥】
Ondo Finance and Ondo Global Markets added 173 tokenized stocks and ETFs, bringing total assets over 430.

- Target chains: $ETH, Solana, BNB Chain
- Sectors: AI, robotics, quantum, defense tech #DeFi #RWA

https://t.co/AS7O3YBWH8

Three Months of Holding... Gone in One Transaction. Not every whale gets to sell the top.

After holding nearly 6,000 $ETH for close to three months, wallet 0xCfb...dfF79 appears to have finally thrown in the towel. Around 10 hours ago, the address deposited 5,968 ETH worth approximately $10.59 million to Binance at an average transfer price of $1,774.24.

What's painful is where the position was built. On-chain data shows the whale accumulated roughly 5,972 ETH between March 27 and March 28, at an average entry price of around $1,989.

That means the position was underwater when it hit Binance.

If the #ETH was indeed sold after the deposit, the whale is looking at an estimated loss of roughly $1.29 million.

The deposit came shortly after renewed market weakness following Jerome Powell's latest hawkish comments, which added fresh pressure across risk assets and pushed ETH lower once again.

Whether this was a planned exit or a capitulation move, the result is the same: A whale that patiently held through months of volatility appears to have exited with a seven-figure loss. Sometimes the hardest trade isn't buying. It's deciding when to finally give up.

Deposit Address:
0xCfb8E392b3b691E28CDfdBeDBD3595dAe72dfF79
Entry Address:
0x17FB53A3b7BF079c3d33d8e12b512e86271b8e49