Analyst: Record-Breaking Ethereum On-Chain Data May Signal Upcoming ETH Price Rally

By: theblockbeats.news|2025/07/03 15:51:43
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BlockBeats News, July 3rd, analyst Carmelo Alemán quoted CryptoQuant data indicating that strictly filtered whale addresses (excluding exchange addresses and with historical outflow close to zero) saw their holdings of Ethereum surpass 22.7465 million ETH on June 30th, a sharp 35.97% increase from 16.7281 million ETH at the beginning of the month. These addresses saw a net inflow of 6.0184 million ETH during the month, setting a record for the highest monthly accumulation. As of July 1st, the average cost basis for these addresses was $2114.70, resulting in a realized 21.29% unrealized gain based on the current price of $2565.

In addition, Ethereum's liquidity staking amount in June increased from 34.546 million ETH to 35.526 million ETH, with a net increase of nearly a million ETH in a single month (a 2.83% increase). On July 1st, it hit a new all-time high of 35.564 million ETH. The analysis pointed out that whale addresses mainly belong to institutional investors, ETF funds, and large holders, some of whom earn rewards through top protocols like Lido and Binance staking while waiting for a price breakout.

Carmelo Alemán explained that although the current ETH price has not broken through, the record accumulation and locking behavior by institutions suggest that the market may be preparing for a significant price rally. The divergence between on-chain data and price trends may be forming a "spring effect"—the longer the compression, the stronger the rebound.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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