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Ethereum Stalls Below $4,000 as Reported $131M Whale Long Collides With ETF Outflows

ETF outflows temper bullish signals from whale positioning alongside multi-year low exchange supply.

Overview

  • Ether hovered near $3,940–$3,950 after a high‑volume rejection at $4,000, with CoinDesk’s model flagging resistance in the $3,945–$4,000 band and support near $3,870–$3,880.
  • A trader cited for a 100% win rate increased an ETH long to 33,270 ETH (about $131 million), with on‑chain posts also noting a new leveraged BTC long from the same account.
  • On‑chain data showed exchange ETH reserves at multi‑year lows and Santiment reported whales and sharks re‑adding roughly one‑sixth of coins sold earlier in October.
  • ETH ETFs recorded roughly $243 million in weekly outflows after $311 million the prior week, even as cumulative inflows since 2024 total about $14.35 billion with roughly $26 billion in assets.
  • Analysts outlined near‑term levels at $4,100–$4,300 for confirmation and $3,700–$3,800 as key support, while long‑term projections center on a path toward $10,000 with timelines split between 2026 and 2028; Bitcoin remained range‑bound near $111,000 with liquidity pockets near $106,000 and $115,000.