Ethereum Supera un Livello Chiave Rispetto a Bitcoin, Alimentando le Voci di un Ciclo Rialzista

bitcoinistPublicado a 2025-08-15Actualizado a 2025-08-15

Resumen

Le recenti tendenze di mercato stanno creando lo scenario perfetto per un breakout del prezzo di Ethereum. In particolare, ETH...

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Le recenti tendenze di mercato stanno creando lo scenario perfetto per un breakout del prezzo di Ethereum. In particolare, ETH sta guadagnando slancio in modo costante, con il prezzo che si avvicina sempre più a un nuovo massimo storico. Negli ultimi giorni, la principale altcoin ha registrato un’impennata dell’attività di rete, una domanda crescente e una diminuzione delle riserve sugli exchange — tutti fattori chiave per un potenziale movimento esplosivo.

La crescita della rete spinge il prezzo di Ethereum verso un nuovo ATH

Ethereum si sta rapidamente avvicinando al suo precedente massimo storico, grazie a un’impennata dell’attività di rete a livelli mai visti prima. Secondo la società di analisi on-chain CryptoQuant, il numero di transazioni giornaliere su Ethereum ha raggiunto un record di circa 1,875 milioni, evidenziando un forte aumento del coinvolgimento degli utenti e della domanda sulla rete.Questa impennata dell’attività ha coinciso con un forte rally del prezzo di ETH, passato da circa 3.150 $ a fine luglio a 4.563 $ in agosto, posizionando la criptovaluta a un passo dal suo picco storico. Attualmente, Ethereum viene scambiato a 4.737 $, quindi è solo al 2,67% dal superare l’ATH di 4.867 $, registrato durante il bull run del novembre 2021.

Nell’ultimo mese, Ethereum ha mantenuto una forte traiettoria rialzista, guadagnando circa il 60% secondo CoinMarketCap. Il momentum si è ulteriormente rafforzato nell’ultima settimana, con la criptovaluta in rialzo di oltre il 27% e capace di sovraperformare Bitcoin del 124% dai minimi di aprile. 

Se questa corsa rialzista dovesse continuare, ETH potrebbe essere sul punto di registrare un nuovo massimo storico, segnando un momento storico per il mercato crypto. Al momento della stesura dell’articolo Ethereum vale circa 4.500 dollari.

A rafforzare il sentiment positivo c’è anche il Netflow SMA30 di Ethereum, che secondo CryptoQuant è attualmente a -40.000 ETH. Come mostra il grafico, flussi in uscita sostenuti indicano che gli investitori stanno spostando i propri fondi in cold storage anziché lasciarli sugli exchange per vendite rapide, riducendo così la liquidità sul lato vendita e aumentando la pressione d’acquisto.

Questa tendenza è stata particolarmente evidente tra la fine di luglio e l’inizio di agosto. Il 12 agosto, Ethereum ha registrato un ingente afflusso netto di 186.000 ETH e, nello stesso giorno, il prezzo ha toccato i 4.589 $. Ciò supporta la tesi di CryptoQuant secondo cui ETH si sta avvicinando rapidamente a un nuovo massimo storico, spinto non solo dall’aumento dell’attività di rete ma anche dall’accelerazione dell’accumulazione.

Rischio di short squeeze e afflussi negli ETF aggiungono slancio

Mentre il prezzo di ETH è in forte ascesa, l’analista di mercato Coin Bureau avverte che un nuovo massimo storico potrebbe innescare una serie di liquidazioni di posizioni short, potenzialmente introducendo ancora più volatilità sul mercato. L’analista prevede che potrebbero essere spazzati via quasi 2 miliardi di dollari di posizioni short, costringendo i trader a ricomprare l’altcoin a prezzi più alti e accelerando ulteriormente il rally.

Interessante notare che la rapida ascesa del prezzo di Ethereum è amplificata anche da una crescente domanda istituzionale. L’analista crypto Ted Pillows ha riportato in un post su X che gli ETF Spot su Ethereum hanno registrato in un solo giorno afflussi per ben 729,1 milioni di dollari — un segnale che la FOMO istituzionale potrebbe essere tornata sul mercato. Insieme a questo boom degli ETF, anche la domanda da parte delle società di tesoreria Ethereum è cresciuta in modo marcato, rafforzando ulteriormente il momentum rialzista di ETH.

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Clara Rosati

Clara Rosati

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Ha conseguito una laurea magistrale con una tesi sull’evoluzione della tecnologia blockchain, approfondendo in particolare le sue applicazioni nei sistemi economici digitali. Ha collaborato con diverse testate scrivendo articoli su criptovalute, finanza decentralizzata e innovazione tecnologica, e ha partecipato come relatrice a conferenze dedicate all’ecosistema Ethereum.

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