$ETH The future may reach $10,000!

The recent large-scale changes in Ethereum staking and withdrawal volumes have mainly been driven by institutions.

In September last year, over two million ETH were withdrawn from staking. After that, the Ethereum price declined steadily from its peak of $4,600.

Now, over 2.17 million ETH are waiting in line to join staking. Will the Ethereum price recover?

My judgment is yes—but the reasoning is different from what most people think.

The large-scale withdrawal by institutions in September last year was essentially forced liquidation due to global interest rate hikes, directly driving down the price. Now, the over two million ETH waiting to enter are fundamentally different—these are institutions proactively making long-term strategic moves ahead of a potential rate-cutting cycle. Once this liquidity is locked into staking contracts, the effective circulating supply in the market will significantly decrease.

The key point is that institutions entering now are not focused on short-term price fluctuations. They are positioning themselves: on one hand, securing staking rewards in advance, and on the other, building up underlying assets for upcoming compliant products such as spot ETFs. This means selling pressure will be consistently absorbed, while buying demand is systematically increasing.

Therefore, a price recovery is just a matter of time. And once it starts, the movement may be more stable and sustained than many expect. Because the driving force behind the market is no longer retail sentiment trading, but real institutional asset allocation. You shouldn't focus on sudden spikes, but rather on changes in the staking queue and whether exchange reserves continue to decline—these data points are the true indicators behind the market trend.

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