Ethereum (ETH)’s recent price crash is causing aggressive moves Capital turnover from institutional investors Position around the perceived value zone. Fresh on-chain tracking show Large-scale ETH purchases surfaced immediately after the decline, reinforcing the view that deep-pocketed players are treating the decline as a crisis situation. Opportunity for discount admission It is not a sign of structural weakness.
Institutional investors weigh in on Ethereum (ETH) decline
Blockchain monitoring data linked to Fundstrat analyst Tom Lee. Bitmine executes another major Ethereum purchase Immediately after a market decline. The transaction included 20,000 ETH worth $41.08 million, sourced from a FalconX hot wallet tagged 0x115 and transferred to a Bitmine-related wallet ending with 0x3BF.
This timing strengthens the signals behind the movement. This transfer took place approximately 41 minutes before it was flagged by on-chain trackers, and the takeover was right in the middle of it. Price revision period after crash.
The acquisition is also part of a broader acquisition pattern. Six days ago, another 20,000 ETH moved through the same FalconX to Bitmine channel, with a valuation of $46.04 million at the time. The difference in the valuations of the two transactions indicates that the recent purchase secured Ethereum at a lower effective cost basis. In practice, this reflects the discount accumulation made possible by the asset’s price compression.
When the same transaction size occurs in multiple locations Price decline statusthe behavior typically reflects scaling, a structured approach to building exposure. This pattern does not represent a one-time assignment; Intentional position expansion During periods of liquidity stress.
Past wallet flows reveal extensive accumulation structure
You can view transfer records within the same dashboard, expanding your analysis beyond the primary flagged transaction. About two weeks ago, there were some big Ethereum moves. Routing from Bitmine: WalletSimple to BatchDeposit wallet tagged 0xcD7. Refers to internal aggregation, custody staging, or exchange settlement preparation.
The capital involved in these transfers was large and consistently structured. One movement recorded 40.32,000 ETH (worth $113.39 million), followed by 38.4,000 ETH (worth $107.99 million). Additional flows included 30.72K ETH totaling $86.39 million and another 38.4K ETH transfer with the same valuation. The routing sequence continued with 28.8K ETH worth $80.99 million, 26.88K ETH worth $75.59 million, 30.72K ETH worth $86.39 million, 34.56K ETH worth $97.19 million in total, and 23.04K ETH worth $64.79 million.
Repeated tranche sizing indicates operational treasury routing rather than discretionary trading. The BatchDeposit channel is commonly used to coordinate consolidation and storage. This means that Ethereum was likely organized for storage, collateral use, or gradual deployment.
Assessing these historical flows alongside the recent exodus of FalconX to the Bitmine wallet, a clear acquisition pipeline takes shape. Liquidity appears to be provided through an institutional brokerrouted between internal wallets and integrated through the deposit infrastructure. Taken together, these buys suggest that despite Ethereum’s short-term price weakness, Fundstrat-related funding channels are increasing their exposure to economic downturns, rather than moving away from them.
Featured image from Getty Images, chart from Tradingview.com
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