Ethereum упал ниже $4 500, несмотря на стейкинг 300 000 ETH от Grayscale

cryptonews.ruPublished on 2025-03-07Last updated on 2025-10-08

Grayscale объявила, что их Grayscale Ethereum Trust ETF стал первым в США спотовым крипто-ETF, который позволяет стейкинг. Это помогло поднять цену ETH выше $4 700 в октябре

Однако активность Grayscale в стейкинге ETH не смогла удержать цены на этом уровне надолго.

Grayscale застейкала более 300 000 ETH

Шестого октября Grayscale сообщила, что их Ethereum Trust ETF (ETHE, ETH) и Solana Trust (GSOL) теперь позволяют инвесторам получать доходы от стейкинга через традиционные брокерские счета.

Лидеры отрасли выразили оптимизм, назвав это бычьим сигналом для ETH и всей экосистемы Ethereum.

«Это отличная новость, что ETH-ETF от Grayscale теперь могут стейкать свои $ETH. Это важный этап для экосистемы и бычий сигнал для Ethereum в целом. Работая над биткоин- и Ethereum-ETF от BlackRock, я видел, насколько мощными могут быть эти инструменты для институционального доступа и принятия», — сказал Джозеф Чалом, соучредитель SharpLink (SBET).

Несмотря на это, цена ETH упала ниже $4 500, что ниже, чем на момент объявления новости.

Динамика цены ETH с начала октября. Источник: TradingView
Динамика цены ETH с начала октября. Источник: TradingView

По данным ончейн-аналитики EmberCN, после получения разрешения на стейкинг Grayscale застейкала 304 000 ETH, что составляет более $1,3 млрд. Этот шаг подчеркивает стремление Grayscale поддерживать сеть Ethereum. Сокращение циркулирующего предложения может помочь стабилизировать цену ETH.

Однако текущие данные сети Ethereum показывают, что этих усилий может быть недостаточно для значительного положительного эффекта.

Количество ETH в очереди на стейкинг и анстейкинг. Источник: ValidatorQueue
Количество ETH в очереди на стейкинг и анстейкинг. Источник: ValidatorQueue

Согласно ValidatorQueue, около 489 000 ETH ожидают стейкинга, и большая часть из них принадлежит Grayscale. В то же время количество ETH, ожидающих анстейкинга, значительно выше и растет с начала октября, с более чем 2,4 млн ETH в очереди на вывод. Этот дисбаланс может вызвать давление на продажу, увеличив циркулирующее предложение ETH и снизив цены.

Спящие киты Ethereum активизировались

Тем временем несколько крупных держателей Ethereum начали перемещать и продавать свои активы.

  • По данным Lookonchain, один из крупных кошельков активировался после четырех лет молчания и продал 1 800 ETH, заработав около $8,12 млн. Четыре года назад этот кошелек вывел 5 999 ETH с Kraken по цене $2 523 за ETH.
  • Также SpotOnChain сообщил о другом неактивном кошельке, который перевел 15 000 ETH (примерно $68,2 млн) на Bitfinex после пяти лет бездействия.

Похожая тенденция наблюдается среди старых кошельков биткоина, что показывает стремление крупных инвесторов зафиксировать прибыль.

Активизация китов Ethereum и рост очереди на анстейкинг в октябре могут ослабить положительное влияние усилий Grayscale по стейкингу. Хотя увеличение стейкинга ETH укрепляет безопасность сети и приносит вознаграждения, давление на продажу из-за анстейкинга и активности китов может перевесить эти преимущества, затрудняя рост цены ETH.

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