Key Notes
- Ethereum worth surged above $4,000 as optimism grew over Trump’s upcoming commerce assembly with China’s Xi Jinping.
- Treasury companies holding ETH have overtaken Bitcoin in provide dominance, pushed by yield-seeking institutional demand.
- Brief merchants deployed $650 million in leverage close to $4,150, signaling resistance amid heightened market hypothesis.
Ethereum worth reclaimed the $4,000 degree on Sunday, October 26, boosted by optimism round Trump’s go to to Asia, climaxing in commerce talks scheduled with Xi Jinping in Korea on Friday, Oct 30. Ethereum treasury companies maintained an aggressive accumulation outlook in the course of the mid-October market dip, overtaking Bitcoin counterparts by way of circulating provide dominance. Amid the market weekend restoration, ETH stays topic to intense hypothesis, with bear merchants concentrating leverage positions across the $4,100 mark on Sunday.
Ethereum strikes above $4,000 as Trump Asia Meet Ignites Optimism
Ethereum worth rebounded to $4,099 on Sunday, October 26, up 10% from its seven-day low of $3,811 recorded final Wednesday. ETH’s rebound mirrored broader market positive factors, the place all high 10 cryptocurrencies, together with BTC, SOL, and XRP, posted consecutive inexperienced days over the weekend.
Ethereum (ETH) worth crosses $4,000 on October 26 | CoinMarketCap
Ethereum’s rebound was linked primarily to Trump’s Asia go to, which started on a constructive observe as he oversaw a peace treaty signing between Cambodia and Thailand, in Malaysia on Saturday. The event eased geopolitical tensions forward of the much-anticipated commerce talks with China’s Xi Jinping, slated for Friday, October 30.
Yield-Searching for Ethereum Treasury Companies Overtake Bitcoin in Provide Dominance
Regardless of volatility in ETH’s worth in October, Ethereum treasury companies, led by Tom Lee’s Bitmine (BMNR), maintained an aggressive accumulation tempo. Notably, Artemis data reveals that publicly-listed companies holding ETH have now leapfrogged their Bitcoin counterparts by way of provide dominance.
On October 23, Complete ETH provide held by Digital Asset Treasury companies hit 3.2 million ETH, 0.40% outpacing Bitcoin’s company buyers, which collectively maintain 640,040 BTC, accounting 0.36% of the whole 19 million BTC in circulation.
Digital Treasury Holdings as share of circulation provide, Oct 2026 | Supply: Artemis
This displays that demand for Ethereum Treasury continues to outpace Bitcoin in 2025, boosted by the crypto regulatory framework and ETH ETF staking approval in 2025.
Ethereum claimed plaudits after its Proof-of-Stake (PoS) transition dramatically diminished its vitality consumption (by 99%) whereas concurrently introducing a yield-bearing characteristic, making it extra engaging to international conglomerates and portfolio managers with sustainable and clear vitality mandates.
Artwork Malkov, strategic advisor at Electroneum, an eco-friendly blockchain, supplied insights affirming that yield is the extra engaging issue for company treasuries and institutional buyers.
“We’ve noticed that establishments talk about yield in each dialog, however point out vitality effectivity solely when compliance groups are within the room.
Company treasuries are fiduciaries first. ETH staking yields (at the moment 3-4% APY) present a revenue-generating various to money reserves, which is their core mandate. The inexperienced credentials primarily serve to fulfill ESG checkboxes that enable institutional entry—they take away a barrier quite than create demand. – Artwork Malkov, Electroneum CEO.
Ethereum Value Forecast: ETH Faces Main Resistance at $4,150 as Bears Deploy $650M Leverage
Ethereum worth posted a 3% acquire, stabilizing close to $4,077 at press time on Sunday, October 26, after rejecting the $4,099 intraday peak. Nonetheless, derivatives market information culled from Coinglass signifies that the majority new ETH contracts opened on Sunday leaned bearish.
ETH’s 24-hour buying and selling quantity rose 54%, whereas open curiosity elevated by 5.88%. The long-to-short ratio fell to 0.82, signaling that extra quick contracts have been opened than lengthy ones. Brief contracts exceeding longs throughout a rally typically recommend buyers are bracing for a possible worth reversal.
With Trump’s assembly with China and the upcoming U.S. Federal Reserve charge choice looming massive, merchants seem like hedging towards potential draw back dangers, as any of those occasions may set off large-scale crypto liquidations, as seen in prior weeks.
Ethereum Liquidation Map, October 25, 2025 | Supply: Coinglass
By way of ETH worth projections for the week forward, bears have concentrated roughly $650 million in brief contracts across the $4,150 degree, accounting for 76% of the $840 million in complete quick leverage deployed throughout the previous 24 hours.
If Ethereum breaches this resistance, it faces comparatively lighter opposition till the $4,240 zone, the place one other vital provide cluster lies. Conversely, failure to interrupt above $4,100 may set off liquidations, dragging ETH costs again towards short-term assist close to $3,911, the place bulls have deployed roughly $1.5 billion in lengthy ETH contracts.
Disclaimer: Coinspeaker is dedicated to offering unbiased and clear reporting. This text goals to ship correct and well timed data however shouldn’t be taken as monetary or funding recommendation. Since market situations can change quickly, we encourage you to confirm data by yourself and seek the advice of with an expert earlier than making any selections based mostly on this content material.
Ibrahim Ajibade is a seasoned analysis analyst with a background in supporting varied Web3 startups and monetary organizations. He earned his undergraduate diploma in Economics and is at the moment finding out for a Grasp’s in Blockchain and Distributed Ledger Applied sciences on the College of Malta.
