LC Insight
Friday, November 13, 2026Read the chain, not the rumors.

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#Ether

Ether news and analysis from LC Insight: 15 stories, newest first.

Markets

64 of 90 bitcoin treasury companies are below cost at $72,857, Strategy by $2.21 billion

At $72,857 a coin, the public companies that report what they paid for bitcoin hold $3.01 billion less than they spent, CoinGecko's treasury tracker shows. Ether holders look worse: 14 of 15 are under water.

Markets

Two Avalanche wallets made 3,121 trades in a day, five times Monday's pace, and ended near even

DeepSea's shark table shows $4.86 million of bridged ether and bitcoin bought on Avalanche and $4.72 million sold. Almost all of it came from the same two wallets, swapping back and forth.

Markets

Bitcoin fell 8.5% in a week, XRP 20%, zcash 25%. Sharks did not dump bitcoin or ether

CoinGecko's 7-day numbers show the big coins sliding together. DeepSea's 24-hour shark table shows big wallets near flat on bridged bitcoin and ether, buying ARB and WLD and selling OP.

Markets

BitMine bought 9,587 more ether, but its staking income estimate fell $49 million in a week

BitMine Immersion now reports 6,070,092 ETH. It staked no new coins this week, its yield estimate slipped, and ether's drop since its count has cut about $870 million off the pile's value.

Markets

Two Avalanche shark wallets made 580 small trades in bridged ETH and BTC as AVAX rose 8%

DeepSea's Avalanche shark feed looked crowded on Monday night. It was mostly two wallets swapping bridged ether and bitcoin back and forth in small pieces.

Markets

Ether's 5% drop cut about $956 million from the 8.1 million ETH that public companies hold

CoinGecko lists 35 public companies with ether on their books, 32 with a balance. BitMine holds 74% of it, and 14 of the 15 firms with a listed cost are below it.

ETFs

BlackRock's ether ETF lost 19% of its shares since September. Its bitcoin ETF held steady

ETHA, BlackRock's spot ether fund, held about 131.8 million shares on November 6, down from 162.4 million on September 30. That is roughly 693,000 ETH handed back, by our calculation, while the firm's bitcoin fund kept its share count flat.

Markets

One ether now buys 0.0286 bitcoin, the least since mid-July

Ether lost 2.7% against bitcoin in a day after Sunday's sell-off. CoinGecko's daily data shows no lower close since July 14.

Markets

Hyperliquid's crypto bets shrank $640 million since Friday, and ether shorts now pay

CoinGecko's per-market data puts Hyperliquid's open bets at $14.0 billion after Sunday's ether drop. Its $1.93 billion ether market now has negative funding, while bitcoin's does not.

Markets

Shorts now pay longs on 77% of ether's open futures bets. On Friday it was 21.5%

After Sunday's 4.6% drop, funding turned negative on Binance's biggest ether market. Bitcoin barely moved: 1.4% of its bets lean short.

Markets

Shorts are paying longs on 21.5% of ether's open futures bets, against 1.4% for bitcoin

CoinGecko's data on 287 bitcoin and ether perp markets shows short sellers paying to hold their bets on 21.5% of ether's open interest, against 1.4% for bitcoin, a day after the sell-off.

DeFi

Compound's fourth retreat in a month: a vote to pull 90 ETH and 42,000 USDC off Unichain

A Compound DAO vote closing November 3, with no votes against so far, would send reserves from its deprecated Unichain markets back to Ethereum. A bigger 534,530 USDT withdrawal from Polygon was filed and canceled within an hour.

Guides

What is Ethereum? How the global computer works, what ETH does and the risks

Ethereum is a public blockchain that runs programs called smart contracts, and ether (ETH) is the coin that pays for using it and secures it through staking. It launched in July 2015, switched from mining to proof of stake on September 15, 2022, and ETH traded near $2,267 as of November 2, 2026.

ETFs

Ether ETFs lost a record $1.61 billion in October, wiping out all of 2026's inflows

US spot ether funds had their worst month since launch, beating November 2025's record outflow. October erased August and September's gains and left the funds slightly negative for the year, while ETH slid to about $2,270.

Markets

Hyperliquid's big traders flipped from 4.2x long to net short, then swung back to 86% long

In mid-October, traders tracked by DeepSea dumped their bullish bets and piled into ETH and BTC shorts worth more than $200 million apiece. Two weeks later they were leaning long again, even as prices kept sliding.