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Wall Street Frontrunning Retail? Institutions Flooded Ethereum Before 15% Price Rally

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Wall Street Frontrunning Retail? Institutions Flooded Ethereum Before 15% Price Rally

Wall Street moved toward Ethereum first then price followed. Institutions funneled $157M into Ethereum investment products on Wednesday, the largest daily inflow since mid January. Just hours later, ETH ripped 15% and reclaimed the $2,000 psychological level.

Now trading around $2,050, the move looks less like retail hype and more like deliberate positioning. While some large holders were selling into weakness, institutional desks were quietly absorbing supply.

That divergence stands out. It suggests this rally has a structural bid behind it, not just short term speculation.

Key Takeaways

  • The Catalyst: Donald Trump’s State of the Union address reignited risk-on sentiment, directly preceding the $134 billion total crypto market inflow.
  • The Flow: Institutional Inflows into ETH ETF products hit $157 million in a single session, marking a decisive reversal from previous outflow trends.
  • The Signal: Treasury giant Bitmine added another $106 million in ETH, bringing total holdings to over $9 billion despite share price weakness.

Smart Money vs. Dumb Money: Analyzing the Flow Data

The timing fits a classic institutional play. While retail attention stayed on Bitcoin headlines, desks were building Ethereum exposure through spot ETFs. The $157M single day inflow signals rotation.

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Source: ETH Etf Flow / DefiLlama

Bitcoin saw mixed flows around its $60K retest. Ethereum pulled in fresh capital instead. Recent filings show large asset managers have been increasing exposure to Ethereum linked vehicles over recent quarters.

The narrative behind it is shifting too. Tokenization and real world assets are increasingly tied to Ethereum’s ecosystem. And this right here could matter the most.

Ethereum Price Prediction: Is $2,400 Next?

The 15% jump to $2,050 has reshaped the chart. ETH has reclaimed the $2,000 level, flipping it back into support. That is the key shift. The next resistance sits near $2,150. Clear that cleanly and the path toward $2,400 opens up with less friction.

Source: ETHUSD / TradingView

Momentum indicators are turning constructive. The 4 hour MACD has crossed bullish, and the Coinbase Premium flipping positive suggests U.S. buyers are stepping in.

Still, $2,080 is the short term level to watch. Lose it and a pullback toward $1,920 is possible to reset leverage. For now, the more likely scenario is consolidation above $2,000 before any attempt at the next expansion higher.

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Discover: Here are the crypto likely to explode!

The post Wall Street Frontrunning Retail? Institutions Flooded Ethereum Before 15% Price Rally appeared first on Cryptonews.

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Crypto World

AI, Bitcoin Mining Firms Tap High-Yield Bonds for Data Centers

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AI, Bitcoin Mining Firms Tap High-Yield Bonds for Data Centers

The AI and data center boom partly driven by Bitcoin miners is increasingly being financed through high-yield bond issuance, underscoring how lenders are pricing both risk and opportunity in the sector.

According to TheEnergyMag’s latest newsletter, companies tied to AI data center development have raised about $33 billion in long-term senior notes over the past 12 months, excluding convertible debt — bonds that can later be converted into equity and typically carry different risk dynamics.

The interest rate spread is notable: While regulated utilities and traditional energy companies generally borrow at 4% to 5%, AI- and crypto-linked issuers pay closer to 7% to 9%.

The average coupon on newly issued US dollar high-yield debt has was close to 7.2% in late 2025, from 8% to 9% in 2023, according to Janus Henderson Investors, citing BofA Global Research, average coupon, as of Nov. 30.

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Those at the higher end of the spectrum are largely current or former digital asset mining companies that have pivoted into AI infrastructure, suggesting capital remains comparatively expensive for the group. 

TheEnergyMag cited recent raises, including CoreWeave at 9.25% and 9% in May and July 2025, Applied Digital at 9.2% in November, TeraWulf at 7.75% and Cipher Mining at 7.125% and 6.125%.

Credit ratings and perceived risks drive interest rate spreads in AI infrastructure development. Source: TheEnergyMag

“The message from lenders is clear,” TheEnergyMag wrote. “Regulated load and contracted generation still get treated as infrastructure. AI and bitcoin, even when attached to long-term offtake agreements, are still treated as growth credit.”

Related: Canaan buys 49% stake in three Texas mining sites for $40M

AI infrastructure boom intensifies 

Despite concerns about overspending and potential overcapacity, the AI data center build-out remains one of the most visible trends in the economy, and a major driver of demand on Wall Street.

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The scale of that momentum was underscored on Wednesday when chipmaker Nvidia posted blockbuster fourth-quarter results, with profit rising 94% and revenue climbing 73% year-on- year. The chipmaker reported $43 billion in net income and $68.1 billion in revenue.

Meanwhile, Bitcoin mining companies are planning about 30 gigawatts of new power capacity aimed at AI workloads, nearly triple the capacity they currently operate. Much of it remains in development pipelines or early-stage planning, but the industry has made clear that AI infrastructure is a strategic priority.

Related: The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst

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