Ethereum(ETH) Регулярные инвестиции

A 43-day queue has formed for staking on Ethereum, with about 2.5 million ETH awaiting activation due to a surge in new validators. However, Thomas Brunner of Sygnum Bank cautions that this backlog should not be seen as a direct bullish signal. He explains it reflects institutional demand but is heavily influenced by Ethereum's protocol mechanics, like the post-Dencun daily validator activation limit of ~57,600 ETH, unchanged with the Pectra upgrade. Pectra allows topping up existing validators, but even small additions join the same activation queue as new stakers. Therefore, the queue comprises not just new investor demand but also restaking and reward compounding from existing participants. Brunner suggests a stronger positive signal is the nearly empty withdrawal queue, indicating current stakers are holding. He notes institutional interest persists despite ETH price weakness, viewing staking yield as a core feature, though privacy concerns over on-chain traceability remain a key barrier to faster institutional adoption.

Bitcoin and Ethereum ended July with gains but entered August with historically weak performance indicators. Past monthly trends suggest a negative closing for both cryptocurrencies in August cannot be ruled out. In July, Ethereum outperformed Bitcoin, gaining 18.5% compared to Bitcoin's 7%. However, Ethereum's August performance since 2016 is mixed, having closed higher in only 4 out of 10 years. Its best August was in 2017 with a 92.86% surge, while its worst was in 2018 with a 34.79% decline. While Ethereum's average August return is 6.74%, its median return is -1.74%, indicating the positive average is heavily skewed by a few strong rallies. Bitcoin's historical August data is also not decisively bullish. Its average return is 1.06%, but the median is -6.99%, showing negative closings are more common. Recently, Bitcoin has shown volatility in August, gaining 8.13% in 2025, 2.95% in 2024, and declining 4.02% in 2023. In summary, while the average August returns for both assets are positive, the negative median returns imply that strong rallies inflate the average, and a negative monthly performance is a more typical outcome for August.

Fidelity's Q3 Crypto Signal Report analyzes the current bear market, noting Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) are in a prolonged bottoming phase. Key indicators like the weighted Net Unrealized Profit/Loss (NUPL) have turned negative (-0.01), signaling the market is slightly below its aggregate cost basis, with BTC acting as the primary stabilizing asset. BTC's dominance has risen to 68%, indicating a lack of capital rotation to other digital assets. Performance has been weak across the board, with BTC, ETH, and SOL down significantly year-to-date. Market sentiment is depressed, exacerbated by substantial outflows from spot ETPs and a challenging macro environment. The report compares the current ~203-day downtrend to historical ~300-day bottoming cycles, suggesting the process may be two-thirds complete, with late 2026 as a potential timeframe to monitor. For Bitcoin, NUPL at 0.09 indicates cautious sentiment, while momentum signals remain negative. The Yardstick metric points to potential undervaluation relative to network security (hashrate). Ethereum's NUPL is deep in the "capitulation" zone at -0.43, a historically positive signal for future returns, though its momentum and network fee revenue are negative. Solana shows the deepest NUPL at -0.72 but demonstrates relative resilience in on-chain activity and stablecoin transfer volume. The report concludes that while several metrics are near historical capitulation levels, a definitive market bottom has not yet been established. The path forward likely involves continued consolidation, with BTC's relative strength and fundamental on-chain usage for ETH and SOL providing key areas for investor observation.

Reports indicate that BitMEX co-founder Arthur Hayes has sold a significant portion of his Ethereum ($ETH) holdings following a nearly 3% price decline. Blockchain data reveals that over the past two weeks, Hayes acquired a total of 3,298 ETH via over-the-counter deals at an average price of $1,916. However, approximately two hours ago, an address believed to belong to him transferred 2,364 ETH to addresses associated with Cumberland and Galaxy Digital. Following these transfers, 4.30 million USDC was sent to Hayes's wallet, with transaction analysis suggesting the ETH was likely sold. If Hayes sold the 2,364 ETH, the transaction is estimated to have resulted in a loss of approximately $220,000. Furthermore, blockchain data showed Hayes recently sold $658,000 worth of SYN and $248,000 worth of ENA. This news comes after BitMEX, the cryptocurrency exchange he founded, recently announced its decision to permanently shut down.

A conflict has emerged between Galaxy Digital and online gambling platform Duel Casino regarding approximately 230 ETH suspected to be linked to the Coldcard wallet vulnerability. Galaxy's head of research, Alex Thorn, accused Duel Casino of refusing to freeze the allegedly stolen funds despite receiving forensic data linking the addresses to the hack. Thorn warned that Duel would become complicit in theft by not acting. In response, a Duel team member defended their policy, stating they cannot freeze a user's balance based solely on claims from a third party to prevent potential abuse. They proposed an exception if the alleged victim could send a message from the "hacked" address and provide a signed statement and transaction proof. The platform insists on requiring some form of official confirmation, typically from law enforcement, before taking action. This stance has drawn criticism from some users but also received support from figures like a former Delphi Digital executive, who called it a sensible policy for crypto-related fintech apps. The incident highlights ongoing dilemmas as criminals attempt to launder proceeds from the larger hack involving over 1,300 stolen BTC.