Ethereum’s STHs and the Great Q4 Price Circus 🤹‍♂️🔥

Key Takeaways

Why is Ethereum playing the resilient hero this quarter? 🤔

Picture this: Ethereum short-term holders happily dancing in a profit zone, while the wise investors-those clever cats-are snapping up the dip like hot buns. ETH‘s got some conviction, and it’s waving a stubborn flag amid the chaos.

Bitcoin‘s belly-flop-how does it turn into ETH’s dance partner? 💃

As BTC loses its grip and capitulates with all the flair of a failed acrobat, Ethereum quietly rises like the phoenix-brighter, bolder, and almost funny in its stubbornness. When Bitcoin flops, ETH struts, claiming the throne as the safer, sassier asset in the market melee.

Meanwhile, in the grand theater of crypto, Ethereum is sulking more than Bitcoin this month. A 17.8% nosedive in November, leaving ETH with a -23% Q4 ROI-almost a 1.5× lag behind Bitcoin, as if ETH is saying, “Hold my stake, I’ll catch up!” 😅

Zooming out, ETH HODLers are taking heavier hits-40% are underwater, clutching their lost hopes. But look closer: on November 14th, BTC fell to May’s early despair levels with a mere 5.6% dip, while ETH stays 73% above its May $1,793 cost basis-proof that, at least for now, ETH’s pockets are a little fatter.

Put simply, amid the market’s confetti, ETH’s short-term holders are still sitting pretty, basking in their profit bubble while BTC holders are crying into their coffee cups. 🥲

This divergence is like a sudden plot twist-dramatic enough to change the narrative of risk. Ethereum, compared to Bitcoin, is showing a stronger “HODL attitude,” making its capitulation risk look more like a minor sneeze rather than a full-blown cold. Just a tiny 0.25% move from ETH’s $3,160 spot price could make a powerful cohort go from crying to cheering.

In fact, a small fraction-4.09%-of ETH’s supply has a realized price of $3,168. Reclaiming that would shimmy around 3 million ETH back into the green zone, waving its profits in the air. Could the conviction of short-term holders become the secret sauce of this cycle? Who knows! 😉

Ethereum’s Silent Resilience as Bitcoin’s Capitulation Drama Unfolds

Bitcoin’s throwing a tantrum-dropping 5.2% to $94k and flipping its net realized profit/loss into the red, with a $1.3 billion blubbering loss (the biggest since April). Meanwhile, ETH keeps its cool, limiting losses to just $325 million-a true masterclass in “staying afloat.”

Basically, Bitcoin’s selling pressure is rising like a bad soap opera, while ETH’s stash of holdouts-those with over 155 days of bags-cling to profits like a dog to a bone. ETH’s got that conviction advantage, like the cool kid in school claiming, “I got this.”

So, in this wild circus, BTC’s capitulation is essentially ETH’s opportunity to shine. Meanwhile, the wise Tom Lee is cheerfully buying the dip, probably chuckling at the chaos.

And then there’s the mysterious wallet-$29.7 million ETH making a grand self-Withdrawal encore, reminiscent of old patterns from Bitmine. Looks like someone’s playing a long game-or just really loves drama.

All things considered, Ethereum’s Q4 tailwind isn’t flipping into a hurricane just yet. With short-term holders deep in profits and smart investors nibbling at dips, ETH could very well become the market’s stubborn little hero-standing tall while Bitcoin whines. 🚀💰

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2025-11-15 20:22