According to Mars Finance, 4E observed that an 'ancient whale that has interacted with the Ethereum Foundation' has made a large amount of fund inflow on-chain. Since yesterday, its address has purchased 7,318 ETH at an average price of $3,016, amounting to approximately $22.07 million. This address previously sold 12,575 ETH at the peak last August, and its total holdings have now risen to 10,529 ETH, indicating that deep participants are repositioning. On the regulatory side, the U.S. Nasdaq ISE has proposed to significantly increase the options position limit for BlackRock's IBIT from 250,000 to 1 million, reflecting strong expectations for the demand for Spot Bitcoin ETF derivatives; the SEC has released a revised version of the 2025 plan, pointing to clearer encryption regulations, safe harbor provisions, and exclusive rules for DLT, clearly promoting better integration of digital assets into traditional market structures. In terms of market sentiment, BitMine Chairman Tom Lee has softened his previous prediction of 'Bitcoin at $250,000 by the end of the year' to 'expected to return to above $100,000', but still believes there is a possibility of a new high; on the institutional side, Ark Invest has increased its holdings in Coinbase and CoreWeave by over $16 million, with large capital continuing to bet on encryption and AI infrastructure. 4E's commentary: The return of the ancient whale, the easing of ETF derivatives, a trend toward structured regulation, and continued institutional buying collectively form a mild bullish signal. The 'expected difference' for Bitcoin has shifted from extreme optimism to rational optimism, while Ethereum is regaining attention from on-chain deep players. The funding and regulatory environment are improving synchronously, and the market is entering a phase of resonance with three factors: 'warm policies, stable funds, and rising sentiment.'
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