Institutions increase ETH holdings by $34.93 million: optimistic about the 2026 bull market, continue to position for the peak

【Crypto World】Recently, there is a good point worth discussing: a well-known research institution leader stated that their team is consistently increasing their ETH holdings significantly. Since the drop from the 1011 event last year to $3,000, they have become the industry’s largest ETH bull, adopting a dollar-cost averaging strategy to steadily build positions.

Why are they so optimistic? There are three main reasons. First, the expectation of a major bull market in 2026 is clear, especially in the first quarter. Large positions are difficult to buy all at once at the lowest point, so they are not easily scared by fluctuations of a few hundred dollars. Second, the current futures market is heavily shorted—ETH futures holdings have hit new highs, and on some platforms, the futures scale is several times the spot holdings. This imbalance will eventually become a dominant factor influencing prices. Third, the macro environment in 2026 is very favorable: the trend of financial on-chain adoption is established, stablecoins are expanding, the interest rate cut cycle continues, and crypto-friendly policies are in place—all fueling the market.

Based on this logic, their strategy is very clear: lock in the maximum position of ETH, heavily allocate WLFI, and maintain a balanced allocation of BTC, BCH, and BNB. Recently, this institution made another move, purchasing 11,520 ETH at once, worth approximately $34.93 million. This continuous increase in holdings indicates that major players still have strong confidence in the future market.