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Ethereum Updates: Major Investor's $55M Move Clashes With Trumps' $802M Crypto Dispute

Ethereum Updates: Major Investor's $55M Move Clashes With Trumps' $802M Crypto Dispute

Bitget-RWA2025/11/04 00:46
By:Bitget-RWA

- A crypto whale re-entered markets with $55M BTC/ETH longs, signaling optimism post-October volatility and regulatory recalibration. - The Trump family's $802M crypto revenue surge—13x traditional income—highlights memecoin and stablecoin entanglements amid governance concerns. - A US-China trade ceasefire and Trump's pro-crypto policies stabilize markets, though fear persists with a 37 Fear & Greed Index score. - BitMine Immersion's $13.7B crypto holdings and 5% ETH target reflect institutional confidenc

A prominent crypto whale, recognized for accurately forecasting the October 2025 market downturn, has made a comeback by placing $55 million in long bets on

(BTC) and (ETH) as market turbulence begins to ease. This decision comes after a historic $19 billion liquidation on October 11, which was sparked by intensifying trade disputes between the US and China. According to , this move signals renewed confidence among institutional investors as they adapt to shifting regulatory conditions.

This whale’s strategy stands in contrast to the Trump family’s surge in crypto-related earnings, which

estimates at $802 million for the first six months of 2025—almost 13 times their income from conventional businesses. The report, which draws on token revenue breakdowns and treasury projections, underscores the Trumps’ deep involvement in memecoins, stablecoins, and tokenized branding projects. Critics claim these crypto gains pose a conflict of interest, especially as Trump publicly supports the industry. At the same time, Trump’s administration has relaxed enforcement, including disbanding the Justice Department’s National Cryptocurrency Enforcement Team and pausing SEC actions against leading exchanges.

Ethereum Updates: Major Investor's $55M Move Clashes With Trumps' $802M Crypto Dispute image 0

The October crash, which saw Bitcoin tumble from $126,000 to under $102,000 within a single day, was directly tied to Trump’s announcement of 100% tariffs on Chinese goods. Fears of a trade war triggered widespread panic selling, with long positions making up $16.83 billion of the liquidations. However, after a US-China trade agreement was revealed on October 30, markets began to recover. The deal delays tariffs until 2026 and addresses restrictions on rare earth mineral exports, though caution persists in the crypto sector. The Crypto Fear & Greed Index edged up to 37 from 33 after the deal, remaining in the “fear” zone, according to

. Analysts such as Michael van de Poppe from MN Trading Capital believe October 11 may be seen as the cycle’s low point, with Bitcoin possibly aiming for $120,000 by the end of the year.

Institutional players are also influencing the market’s direction. BitMine Immersion (BMNR), a leading crypto equity, disclosed $13.7 billion in combined crypto and cash assets, including 3.4 million ETH—representing 2.8% of Ethereum’s total supply, as per

. The company’s chairman, Thomas Lee, called the recent market correction “healthy” and reaffirmed their goal to reach a 5% allocation. BitMine’s shares are now among the 70 most actively traded US stocks by dollar volume.

The wider crypto landscape is sending mixed messages. While Swiss crypto bank AMINA has obtained a MiCA license in Austria, regulators in France, Italy, and Austria are pushing for stricter EU oversight of the regulatory framework. Meanwhile, law enforcement continues to target illegal activities, with Australian authorities recently arresting 55 people and confiscating $37.9 million in crypto assets.

As the market processes these changes, the future will depend on regulatory transparency and geopolitical calm. The Trump administration’s favorable approach to crypto, along with the US-China trade truce, could help reduce uncertainty for big investors. Still, as van de Poppe points out, the bull run is just beginning, with Bitcoin currently at $110,354 and Ethereum at $3,895, reflecting a cautious sense of optimism.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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