@thelonginvest (The Long Investor) — 258 mentions · 277.5K followers
Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $ETH are available with SpikePanel Pro.
SEC Approves First 3x Leveraged Bitcoin and Ethereum ETFs
SEC approves six Volatility Shares ETFs on Cboe BZX, including 3x leveraged BTC and ETH ETFs, a first for US crypto funds previously capped at 2x, though trading awaits effective registration.
D1 +1.5% · +5d -7.0%
CompanyBull
BitMine Adds 15,112 ETH, Lifting Holdings to 6.02M ETH
Tom Lee's BitMine buys $41M worth of ETH, raising total holdings to 6.02M ETH, about 4.9% of Ethereum's total supply.
D1 +1.5% · +5d -7.0%
CapitalBear
Bitfinex ETH short positions surge ~13,000% in two weeks
Short positions rose from ~771 to over 101,000 ETH, extreme bearish buildup
D1 -0.7% · +5d +1.2%
OtherBear
Bitget Hacker Swaps ETH for BTC via THORChain
Hacker's ongoing ETH sales may add selling pressure
D1 -0.1% · +5d -1.0%
›2 waves of this story
2026-09-25 Hacker swapped ~$183M stolen funds into ETH, potentially adding sell pressure, but event doesn't directly affect ETH fundamentals.
2026-09-28 Hacker's ongoing ETH sales may add selling pressure
Earnings
Earnings report
D1 -1.6% · +5d +1.6%
①
Bull vs bear
by direction · sourced
Bull signals0
None yet
Bear signals0
None yet
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
Discussion
be the first
Be civil · your views are your own
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
20 items
OtherBear🔥Developing
Binance Hacker Dumps 130+ Altcoins for ~$279M in ETH and USDC
Hacker's altcoin dump for ETH may impact supply and price
D1 -4.4%
›2 waves of this story
2026-10-30 Hacker dumps altcoins for ETH, market panic, ETH faces selling pressure
2026-11-01 Hacker's altcoin dump for ETH may impact supply and price
CapitalBull
BitMine Bought 10,452 ETH Last Week, Total Holdings at 6.05M ETH
Tom Lee's BitMine keeps accumulating; only 63,519 ETH short of 5% supply goal
D1 +1.3% · since -4.8%
CompanyBear
Ethereum OG Sells Another 1,500 ETH; ETF Sees 38,303 ETH Daily Outflow
Ongoing OG wallet selling combined with ETF outflows extends selling pressure
D1 -3.3% · since -3.6%
›2 waves of this story
2026-10-26 Foundation-linked wallet sold 2,785 ETH; 9-year-dormant OG sold 1,500 ETH, adding supply pressure
2026-10-27 Ongoing OG wallet selling combined with ETF outflows extends selling pressure
CapitalBear
Ethereum ETFs See $1.1B Outflows in 3 Weeks; ETH Drops Below $2,300
Persistent outflows and leveraged long liquidations push ETH to 2-month low
D1 -3.3% · since -3.6%
CapitalBull
Ethereum Net Outflows Hit 169,770 ETH in 24H, Highest in 4 Months
Surge in exchange outflows suggests accumulation or asset movement near $2,400
D1 -3.3% · since -3.6%
15 earlier events›
AnalystBear
Arthur Hayes and Ethereum OG Sell ETH, Totaling Over $15M
Prominent figures and ICO-era holders sell, adding selling pressure
D1 -3.3% · since -3.6%
CompanyBear
Ethereum Glamsterdam Testnet Launch Delayed, No New Date
Paused due to EIP-8037 gas changes potentially affecting existing contracts, impacting network development pace
D1 +0.4% · +5d -6.7%
CapitalBull
Whale Sells 1,917 BTC, Buys 64,545 ETH Over 11 Days
On-chain data shows large capital rotation from BTC to ETH, potentially impacting sentiment
D1 -4.5% · +5d -2.0%
OtherBear
Drift Exploiter Moves 24,885 ETH to Tornado Cash, Still Holds 56,569 ETH
Continued laundering raises sell pressure and regulatory scrutiny
D1 +1.8% · +5d -3.7%
›2 waves of this story
2026-10-20 Drift Protocol exploiter moves large ETH amounts, raising sell-off and regulatory concerns
2026-10-21 Continued laundering raises sell pressure and regulatory scrutiny
CompanyBull
BitMine Stakes Another 159,728 ETH, Total Staked 5.23M ETH
Institutional staking reduces circulating supply
D1 -4.5% · +5d -5.5%
›4 waves of this story
2026-10-07 Tom Lee says BitMine stops buying at 5% of total supply; current holdings at 4.9%
2026-10-12 BitMine keeps buying but nears cap, limiting future purchases
2026-10-19 BitMine's ongoing ETH accumulation leaves ~63k ETH to its 5% hard cap
SEC Approves First 3x Leveraged Bitcoin and Ethereum ETFs
SEC approves six Volatility Shares ETFs on Cboe BZX, including 3x leveraged BTC and ETH ETFs, a first for US crypto funds previously capped at 2x, though trading awaits effective registration.
D1 +1.5% · +5d -7.0%
CompanyBull
BitMine Adds 15,112 ETH, Lifting Holdings to 6.02M ETH
Tom Lee's BitMine buys $41M worth of ETH, raising total holdings to 6.02M ETH, about 4.9% of Ethereum's total supply.
D1 +1.5% · +5d -7.0%
CapitalBear
Bitfinex ETH short positions surge ~13,000% in two weeks
Short positions rose from ~771 to over 101,000 ETH, extreme bearish buildup
D1 -0.7% · +5d +1.2%
OtherBear
Bitget Hacker Swaps ETH for BTC via THORChain
Hacker's ongoing ETH sales may add selling pressure
D1 -0.1% · +5d -1.0%
›2 waves of this story
2026-09-25 Hacker swapped ~$183M stolen funds into ETH, potentially adding sell pressure, but event doesn't directly affect ETH fundamentals.
2026-09-28 Hacker's ongoing ETH sales may add selling pressure
Earnings
Earnings report
D1 -1.6% · +5d +1.6%
$ETH — what investors on X are saying · SpikePanel