US President Donald Trump has dramatically changed his crypto strategy. Ethereum (ETH) currently accounts for 92% of his company’s portfolio.
The move is facing turbulence in the wider crypto market, with Bitcoin trading nearly $115,000 and Ethereum below $4,400. Despite the recession, analysts say Trump’s concentrated ETH betting shows confidence in the long-term strength of his assets.
Trump’s pivot coincides with Ethereum’s broader institutional adoption. In 2025, the Ethereum-based ETF absorbed over 500,000 ETH in a month, surpassing the new issue since the merge.
The effect of this rarity raises expectations for a higher rating, with standard charters recently increasing their ETH target price to $7,500. Some analysts have forecast $12,000 over the next five years if adoption trends continue.
Institutional influx and whale activity drives Ethereum (ETH) demand
Ethereum remains the backbone of Defi, which commands more than 78% of the total value locked in the second quarter of 2025. However, this control has risks. Using whale strategies, large-scale withdrawals reveal weaknesses in ecosystem fluidity.
With the 300,000 ETH withdrawal in July, Ethereum’s staking exit queues have now been 13 days, highlighting network vulnerabilities under stress.
Similarly, whales accumulate in Ethereum (ETH). One investor has increased more than 76,000 ETH to more than $342 million, and Ethereum co-founder Jeffrey Wilcke recently moved nearly 10,000 ETH to Kraken.
ETH's price hit critical resistance on the daily chart. Source: ETHUSD on Tradingview
Analysts View Ethereum Purchase Window
Ethereum faces technical resistance around $4,000-4,400, but its structural strength remains intact. Analysts believe that ETH’s deflation mechanism, layer 2 scaling, and institutional influx will position it for a strong recovery as market sentiment is stable.
Trump’s aggressive allocation of ETH is also interpreted as political and financial statements. His policy moves, including expanding the eligibility of the 401(k) of the crypto, could accelerate mainstream adoption.
For investors, the increased regulatory support and increased demand for institutions are not the source of concern, but suggests that current DIP may be a wise purchase opportunity.
Whether Trump’s bold bets pay off may depend on how Ethereum behaves its leverage and security risks, but analysts agree that the long-term trajectory will remain bullish.
ChatGpt cover image, TradingView’s Ethusd chart
