Lookonchain Weekly Dec 8–14, 2025: $1.4B Stablecoin Inflows, 102,259 ETH and 10,645 BTC Institutional Buys Highlight Rotation to ETH, BTC, SOL
According to @lookonchain, the total stablecoin market cap rose by $1.4B during Dec 8–14, 2025, indicating fresh on-chain liquidity, source: Lookonchain on X Dec 15, 2025 https://x.com/lookonchain/status/2000595361946300884. Despite weaker DEX spot and perps volumes, whales and funds accumulated majors, source: Lookonchain on X Dec 15, 2025 https://x.com/lookonchain/status/2000595361946300884. Eight companies increased their BTC holdings by 11,662.78 BTC ($1.03B) while two decreased by 824 BTC ($72.43M), source: Lookonchain on X Dec 15, 2025 https://x.com/lookonchain/status/2000595361946300884. Tom Lee’s Bitmine bought 102,259 ETH worth $321.1M, signaling continued rotation into ETH, source: Lookonchain on X Dec 15, 2025 https://x.com/lookonchain/status/2000560398228201841. Michael Saylor’s entity purchased 10,645 BTC for $980.3M at $92,098, adding to corporate BTC holdings, source: Lookonchain on X Dec 15, 2025 https://x.com/lookonchain/status/2000553434135879697. The trader BitcoinOG increased long exposure in ETH, BTC, and SOL to $692M, source: Hyperdash trader page https://legacy.hyperdash.com/trader/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae and Lookonchain on X Dec 15, 2025 https://x.com/lookonchain/status/2000595361946300884. The 66kETHBorrow whale added 38,576 ETH ($119.3M), source: Lookonchain on X Dec 14, 2025 https://x.com/lookonchain/status/2000365191142523039. Address 0x9F61 swapped 2,286 BTC (~$199M) for 67,254 ETH over 20 days, source: Lookonchain on X Dec 12, 2025 https://x.com/lookonchain/status/2000007524192547077.
SourceAnalysis
The cryptocurrency market continues to show robust signs of institutional interest and whale accumulation, as highlighted in the latest Lookonchain weekly report for December 8 to 14, 2025. Despite a dip in decentralized exchange (DEX) volumes, the total stablecoin market cap surged by $1.4 billion, signaling fresh liquidity entering the ecosystem. This influx of stablecoins often precedes bullish movements in major cryptocurrencies like BTC and ETH, providing traders with key indicators for potential price rallies. Institutional players and large whales have been aggressively rotating capital into Ethereum and Bitcoin, with notable purchases underscoring a strong accumulation phase. For instance, Bitmine, associated with Tom Lee of Fundstrat, acquired an additional 102,259 ETH valued at $321.1 million last week, while Michael Saylor's Strategy snapped up 10,645 BTC at an average price of $92,098, totaling $980.3 million. These moves reflect a broader trend where eight companies increased their Bitcoin holdings by 11,662.78 BTC worth $1.03 billion, outweighing the sales by two companies that offloaded 824 BTC for $72.43 million.
Institutional Accumulation Drives BTC and ETH Momentum
Diving deeper into the institutional and whale activity, the report reveals aggressive positioning in major assets. A prominent Bitcoin OG trader, known as 1011short, has ramped up long positions in ETH, BTC, and SOL, ballooning their total exposure to $692 million. This kind of leveraged play on decentralized platforms suggests confidence in upcoming price surges, particularly as on-chain metrics show increasing whale inflows. Another standout is the 66kETHBorrow whale, who added 38,576 ETH worth $119.3 million to their portfolio, building on previous acquisitions of 489,696 ETH totaling $1.5 billion. Such consistent buying from high-net-worth entities often correlates with support levels holding firm; for ETH, this could reinforce resistance around recent highs, potentially targeting $3,500 if buying pressure sustains. Traders should monitor trading volumes on pairs like ETH/USDT and BTC/USDT, where spikes in buy-side activity could signal entry points for long trades. Additionally, whale 0x9F61 swapped 2,286 BTC for 67,254 ETH over the past 20 days, valued at $199 million, indicating a strategic shift from Bitcoin to Ethereum amid expectations of ETH outperformance in the altcoin season.
Stablecoin Growth and Market Implications for Traders
The $1.4 billion increase in stablecoin market cap is a critical metric for crypto traders, as it represents sidelined capital ready to deploy into volatile assets. According to Lookonchain, this growth occurred alongside weaker DEX spot and perpetuals trading volumes, which might suggest a temporary lull before a volume rebound. Historically, stablecoin inflows have preceded major rallies; for example, similar patterns in 2024 led to Bitcoin breaking all-time highs. In the current context, this could bolster BTC's position above $90,000, with potential resistance at $95,000 based on recent whale buys at $92,098. For ETH, the accumulation by institutions like Bitmine points to strong fundamentals, especially with Ethereum's upcoming upgrades potentially driving on-chain activity. Traders eyeing cross-market opportunities should consider correlations with stock markets, where AI-driven tech stocks might influence crypto sentiment—rising Nasdaq indices often lift ETH due to its DeFi dominance. Protocol revenue metrics, though not detailed numerically in the report, imply sustained ecosystem health, supporting long-term holds in majors.
From a trading strategy perspective, the reported activities highlight several opportunities and risks. With whales rotating into ETH and BTC, short-term traders could look for breakout patterns on 4-hour charts, using indicators like RSI above 60 for confirmation. Support for BTC might hold at $90,000, given the $1.03 billion in institutional buys, while ETH could find floors around $3,000 amid the $321.1 million Bitmine purchase. On-chain data from sources like Lookonchain emphasizes the importance of monitoring wallet movements—sudden large transfers could trigger volatility. For those trading SOL, the Bitcoin OG's exposure suggests altcoin upside, potentially correlating with ETH's gains. However, risks include potential liquidations if DEX volumes remain subdued, leading to cascading sells. Overall, this week's data points to a bullish outlook, with stablecoin growth and whale accumulation providing a foundation for strategic entries. Investors should diversify across BTC-ETH pairs and watch for institutional flows as key drivers of market sentiment.
In summary, the Lookonchain report underscores a market resilient to temporary DEX slowdowns, fueled by substantial capital inflows and strategic buys. As of December 15, 2025, these developments could propel BTC towards $100,000 and ETH beyond $4,000 if momentum builds. Traders are advised to integrate these insights with real-time volume data for optimized positions, focusing on high-conviction entries backed by on-chain evidence.
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