Data reveals a significant increase in Ether supply concentration among the top 1% of holders, reaching 97.6%, up from 96.1% last year. This trend signifies increased accumulation by large investors, potentially impacting market liquidity and pricing structures. While a restrained market reaction has emerged, with selective portfolio rebuilding observed instead of broad investment shifts, strategic allocation is key for many investors.
Nexo’s Iliya Kalchev highlights this point, stating that the market’s response remains ‘restrained.’ Increased stable fund inflows and growing derivative trading activity suggest focused portfolio rebuilding rather than an active market rotation. Experts are watching closely to see how these trends evolve.