Hong Kong investment firm Trend Research has recently increased its Ethereum holdings again, drawing market attention. On-chain data shows that the company recently spent approximately $35 million to buy ETH, bringing its total Ethereum holdings to about 601,000 coins. Based on current prices, the market value is close to $1.83 billion, making it one of the largest enterprise-level Ethereum holders globally.
According to Lookonchain disclosures, Trend Research borrowed approximately $958 million in stablecoins through the decentralized lending protocol Aave to continuously increase its ETH holdings, with an average purchase cost of around $3,265. This high leverage, long-term allocation strategy demonstrates their firm judgment of Ethereum’s medium- to long-term value.
Trend Research founder Jack Yi stated that he is “very optimistic” about the cryptocurrency market in the first half of 2026 and explicitly committed to continuing to buy Ethereum regardless of short-term price fluctuations until a new bull market fully unfolds. He believes that 2026 will bring multiple positive factors, including accelerated on-chain financial adoption, expansion of stablecoin scale, a global interest rate cut cycle, and improved cryptocurrency policy environment. He also revealed that he will hold a large amount of World Liberty Financial (WLFI) tokens related to the Trump family.
It is worth noting that Trend Research’s aggressive bullish stance contrasts sharply with some Wall Street institutions’ assessments. Fundstrat Global Advisors recently predicted that ETH could fall to the $1,800–$2,000 range in the first quarter of 2026, forming a phase bottom and creating conditions for a subsequent rebound. The research view of co-founder Tom Lee was quickly discussed in the market once exposed.
Meanwhile, Nansen data shows that the so-called “smart money” still maintains an overall ETH net short position of about $117 million, but in the past 24 hours, it has increased its long positions by about $15 million, indicating that some funds’ attitude toward short-term downside risks is easing.
Against the backdrop of rising enterprise-level Ethereum holdings and highly divided institutional opinions, ETH’s trajectory in 2026 is becoming one of the most controversial and most closely watched core topics in the crypto market.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Ethereum Revisits $2,000 While Smart Money Turns to BlockchainFX, the Best Crypto Presale Approac...
Twelve times. That’s how many times Ethereum has touched $2,000 since April 2021, and somehow April 2026 is on that list too. While ETH holders stare at the same number they’ve been staring at for five years, a different crowd is moving quietly and deliberately into BlockchainFX (BFX), a
BlockChainReporter1h ago
Naoris Protocol's quantum-resistant blockchain goes live as Bitcoin and Ethereum face 'Q-Day' threats
Naoris Protocol launched a quantum-resistant blockchain, designed to secure transactions against future quantum threats. It utilizes post-quantum cryptography and has validated over 100 million transactions, preparing to protect digital assets despite vulnerabilities in existing systems like Bitcoin and Ethereum.
CoinDesk1h ago
CryptoQuant: Ethereum derivatives market net traders trading volume turns positive, buyer pressure reaches $104 million
On April 4, CryptoQuant analyst Darkfrost posted a message, pointing out that the Ethereum derivatives market is showing a “structural change.” The net trader execution volume has turned positive for the first time, with buy-side pressure in control, which could help form a market bottom and may kick off a new round of upside.
GateNews1h ago
Price predictions 4/3: BTC, ETH, BNB, XRP, SOL, DOGE, HYPE, ADA, BCH, LINK
Key points:
Buyers are attempting to maintain BTC above the $66,500 level, but several analysts believe that the $60,000 level may crack.
Some major altcoins risk breaking below their immediate support levels, signaling that bears remain in control.
Buyers are attempting to push an
Cointelegraph3h ago
A new wallet received 40k ETH from FalconX, valued at approximately $82.12 million, suspected to be Bitmine
Gate News message, April 4, according to on-chain analysts Onchain Lens monitoring, a newly created wallet address received 40,000 ETH from FalconX, worth approximately $82.12 million; the wallet appears to belong to Bitmine.
GateNews5h ago
The Ethereum Foundation has less than 500 ETH left to reach the staking milestone of 70,000 ETH
The Ethereum Foundation has staked over 45,000 Ether recently, bringing the total to about 69,500 ETH, just shy of their 70,000 ETH goal. This move aims to enhance financial sustainability and support crucial applications while managing staking risks during potential hard forks.
TapChiBitcoin8h ago
