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"Ethereum just survived the biggest liquidation event in crypto history — but is the bull run over or only getting started?
In this video, we break down what caused ETH’s crash to $3.6K, how it recovered above $4K, and what catalysts could send it to new all-time highs.
From Spot and Staking ETFs to institutional accumulation and supply shocks, here’s everything you need to know about Ethereum’s next big move."
~ Coin Bureau
The video breaks down the recent historic liquidation event that sent Ethereum's price plummeting to as low as $3,600. The crash was not a crypto-native event but was triggered by geopolitical fear, specifically President Trump's announcement of a 100% tariff on Chinese imports, causing a risk-off event across global markets. Ethereum experienced a disproportionately severe drop compared to Bitcoin because of the extreme leverage present in the ETH derivatives market, which resulted in the largest liquidation cascade in history. The swift recovery, however, was driven by aggressive institutional buying, with on-chain data showing the Coinbase premium index hit its highest level this year. This institutional demand absorbed the panic selling and stabilized the price, allowing it to climb back above the $4,000 range, effectively cleansing the market of reckless leverage.
Looking ahead, the bullish case for Ethereum is centred on powerful institutional adoption catalysts that could drive the next leg up. These catalysts include the surging net inflows into US Spot Ethereum Exchange Traded Funds (ETFs) and the potentially game-changing introduction of Staking ETFs. The latter would allow institutions to earn a yield on their holdings, transforming ETH into a regulated, yield-bearing productive asset and attracting a massive wave of institutional capital. This demand, combined with the fact that over 10% of the entire Ethereum supply is held by corporate treasuries and ETFs, is creating a structural supply shock, as the available ETH on exchanges sits at a nine-year low. Despite the bullish outlook, the path forward contains significant risks, including macro uncertainty from renewed US-China trade tensions, the regulatory risk of the SEC delaying or rejecting the approval of staking ETFs, and the potential for a large on-chain sell-off from the record $10 billion worth of ETH waiting in the validator exit queue.
0:00 Intro
1:32 Ethereum’s Biggest Liquidation Ever
2:30 Why Ethereum Fell Harder Than Bitcoin
4:07 Institutional Buying Saved the Market
5:53 Spot & Staking ETF Catalysts
9:00 Risks, Outlook & Key Levels
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=AAytaaV_XCM
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
