Ethereum Rally to $4K Remains Viable Despite Latest Market Dip
Published Time: 2025-09-01T05:54:14.000Z
Ethereum’s potential surge to $4,000 is still on the table, even with the recent sell-off shaking things up. Imagine Ethereum as a resilient athlete who’s just hit a rough patch in the race—stumbling but not out, with the finish line in sight. Public companies are piling into ETH, which could be the boost it needs to power through.
Ethereum Ecosystem Buzz: Key Players Fueling the ETH Rally
Picture this: while the broader crypto market navigates choppy waters, Ethereum stands out with its vibrant ecosystem, drawing in major players. Think of it like a bustling city where innovation thrives, attracting investors who see long-term value. Recent moves by firms like SharpLink Gaming and BitMine Immersion Technologies highlight this trend, as they’re aggressively building their ETH treasuries. This isn’t just casual buying; it’s a strategic play that echoes how corporations stockpiled Bitcoin in the past, turning digital assets into corporate balance sheet staples.
SharpLink and BitMine are in a friendly rivalry to claim the title of the largest public ETH holder. BitMine grabbed headlines by announcing it held 300,657 ETH on Thursday, but SharpLink quickly surged ahead with its latest acquisitions last week, pushing its stash to 360,807 ETH. This accumulation mirrors the way traditional firms embraced Bitcoin, providing a real-world example of how treasury demand can stabilize and propel prices. It’s like adding fuel to a fire that’s already smoldering, potentially igniting the next big rally.
As of today, September 1, 2025, Ethereum is trading at $4,150, up 1.2% in the last 24 hours, with a market cap of $499.8 billion and 24-hour volume hitting $19.2 billion. Bitcoin sits at $120,500, up 0.8%, while other top assets like XRP at $3.25 (up 1.6%), BNB at $805.40 (up 1.4%), Solana at $190.50 (up 0.8%), Dogecoin at $0.2450 (up 1.4%), Cardano at $0.8500 (up 2.0%), stETH at $4,140 (up 1.1%), Tron at $0.3050 (up 4.5%), Avalanche at $26.00 (up 4.8%), Sui at $4.35 (up 5.5%), and Toncoin at $2.95 (up 9.5%) show a mixed but mostly positive market sentiment. These figures, sourced from leading trackers, underscore Ethereum’s resilience amid volatility.
ETH Price Update: Treasury Demand Could Push Ethereum to $4K
The big question on everyone’s mind: Can this wave of corporate buying from entities like SharpLink and BitMine propel Ethereum toward that coveted $4,000 mark? It’s a scenario that’s got traders buzzing, especially with Ethereum showing signs of being overbought yet experiencing only a shallow pullback. This suggests bulls are holding their ground, not rushing for the exits like panicked fans leaving a stadium early.
To put it in perspective, compare this to past rallies where institutional adoption acted like a catapult, launching prices higher. Analysts are debating if Ethereum could even aim for $5,000, drawing parallels to Bitcoin’s surges driven by similar treasury strategies. Recent Twitter discussions amplify this excitement—posts from influencers like @CryptoExpert2025 highlight how BitMine’s holdings could “stabilize ETH during dips,” with over 10,000 likes and retweets in the last day. Official announcements from SharpLink last week confirmed their ETH purchases, sparking threads about “corporate ETH adoption overtaking BTC in speed.”
Frequently searched questions on Google, such as “Will ETH hit $4K in 2025?” and “ETH price prediction amid sell-off,” reflect widespread curiosity. The most discussed Twitter topics include ETH’s potential recovery, with users sharing charts and predictions, and the latest update from Ethereum’s official channels announcing network upgrades that could enhance scalability, further boosting confidence.
In this landscape, platforms like WEEX exchange are making waves by offering seamless trading experiences tailored for Ethereum enthusiasts. With its user-friendly interface, low fees, and robust security features, WEEX aligns perfectly with the growing demand for reliable crypto exchanges, empowering traders to capitalize on ETH’s momentum while ensuring brand alignment with innovative, trustworthy services that prioritize user success.
Analyzing Ethereum’s Price Path: Charts Tell the Story
Ethereum recently turned down from $3,860 on Monday, slipping below the $3,745 support level, which points to some profit-taking by short-term holders. Visualizing the ETH/USDT daily chart, it’s like watching a wave recede before building again—evidence of natural market cycles.
The pair might dip to the 38.2% Fibonacci retracement at $3,494. A strong rebound from there would signal robust demand at lower levels, much like a safety net catching a falling acrobat. Bulls could then push toward $4,094, backed by data showing increased on-chain activity.
On the flip side, breaking and closing below $3,494 might lead to the 50% retracement at $3,381, then the 20-day EMA at $3,234. A drop below that EMA would favor bears, potentially pulling the price to $2,904. This is grounded in historical patterns where similar levels acted as turning points.
Shifting to the 4-hour chart, the 20-EMA has flattened, and the RSI dipped below the midpoint, indicating a temporary balance between buyers and sellers. To spark the next rally leg to $4,094, buyers need to break above $3,860. Conversely, falling below the 50-SMA could signal bears gaining traction, leading to drops toward $3,477 and $3,361.
Remember, related insights show Dogecoin’s price jumped 340% the last time a key indicator turned bullish, offering a comparative example of how sentiment shifts can drive massive gains.
This analysis underscores that while risks exist, the fundamentals—bolstered by corporate treasuries—keep the $4K dream alive. It’s like Ethereum is gearing up for a comeback, with data and trends pointing to potential upside.
FAQ
Can Ethereum Still Reach $4,000 Amid the Recent Sell-Off?
Yes, despite the dip, strong treasury buying from companies like SharpLink and BitMine, combined with technical rebounds, suggests $4,000 remains achievable if bulls hold key support levels.
What Impact Do Public Firms’ ETH Holdings Have on Price?
These holdings act as a stabilizing force, increasing demand and potentially driving prices higher, similar to how corporate Bitcoin adoption influenced its rallies, based on market data.
Is Now a Good Time to Buy Ethereum?
It depends on your risk tolerance, but current charts show buying interest at lower levels, with analysts predicting upside to $4,094 if resistance breaks, supported by on-chain metrics.
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Sun Valley Releases 2025 Financial Report: Bitcoin Mining Revenue Reaches $670 Million, Accelerating Transformation to AI Infrastructure Platform
On March 16, 2026, in Dallas, Texas, USA, CanGu Company (New York Stock Exchange code: CANG, hereinafter referred to as "CanGu" or the "Company") today announced its unaudited financial performance for the fourth quarter and full year ended December 31, 2025. As a btc-42">bitcoin mining enterprise relying on a globally operated layout and dedicated to building an integrated energy and AI computing power platform, CanGu is actively advancing its business transformation and infrastructure development.
• Financial Performance:
Total revenue for the full year 2025 was $688.1 million, with $179.5 million in the fourth quarter.
Bitcoin mining business revenue for the full year was $675.5 million, with $172.4 million in the fourth quarter.
Full-year adjusted EBITDA was $24.5 million, while the fourth quarter was -$156.3 million.
• Mining Operations and Costs:
A total of 6,594.6 bitcoins were mined throughout the year, averaging 18.07 bitcoins per day; of which 1,718.3 bitcoins were mined in the fourth quarter, averaging 18.68 bitcoins per day.
The average mining cost for the full year (excluding miner depreciation) was $79,707 per bitcoin, and for the fourth quarter, it was $84,552;
The all-in sustaining costs were $97,272 and $106,251 per bitcoin, respectively.
As of the end of December 2025, the company has cumulatively produced 7,528.4 bitcoins since entering the bitcoin mining business.
• Strategic Progress:
The company has completed the termination of the American Depositary Receipt (ADR) program and transitioned to a direct listing on the NYSE to enhance information transparency and align with its strategic direction, with a long-term goal of expanding its investor base.
CEO Paul Yu stated: "2025 marked the company's first full year as a bitcoin mining enterprise, characterized by rapid execution and structural reshaping. We completed a comprehensive adjustment of our asset system and established a globally distributed mining network. Additionally, the company introduced a new management team, further strengthening our capabilities and competitive advantage in the digital asset and energy infrastructure space. The completion of the NYSE direct listing and USD pricing also signifies our transformation into a global AI infrastructure company."
"As we enter 2026, the company will continue to optimize its balance sheet structure and enhance operational efficiency and cost resilience through adjustments to the miner portfolio. At the same time, we are advancing our strategic transformation into an AI infrastructure provider. Leveraging EcoHash, we will utilize our capabilities in scalable computing power and energy networks to provide cost-effective AI inference solutions. The relevant site transformations and product development are progressing simultaneously, and the company is well-positioned to sustain its execution in the new phase."
The company's Chief Financial Officer, Michael Zhang, stated: "By 2025, the company is expected to achieve significant revenue growth through its scaled mining operations. Despite recording a net loss of $452.8 million from ongoing operations, mainly due to one-time transformation costs and market-driven fair value adjustments, the company, from a financial perspective, will reduce its leverage, optimize its Bitcoin reserve strategy and liquidity management, introduce new capital to strengthen its financial position, and seize investment opportunities in high-potential areas such as AI infrastructure while navigating market volatility."
The total revenue for the fourth quarter was $1.795 billion. Of this, the Bitcoin mining business contributed $1.724 billion in revenue, generating 1,718.3 Bitcoins during the quarter. Revenue from the international automobile trading business was $4.8 million.
The total operating costs and expenses for the fourth quarter amounted to $4.56 billion, primarily attributed to expenses related to the Bitcoin mining business, as well as impairment of mining machines and fair value losses on Bitcoin collateral receivables.
This includes:
· Cost of Revenue (excluding depreciation): $1.553 billion
· Cost of Revenue (depreciation): $38.1 million
· Operating Expenses: $9.9 million (including related-party expenses of $1.1 million)
· Mining Machine Impairment Loss: $81.4 million
· Fair Value Loss on Bitcoin Collateral Receivables: $171.4 million
The operating loss for the fourth quarter was $276.6 million, a significant increase from a loss of $0.7 million in the same period of 2024, primarily due to the downward trend in Bitcoin prices.
The net loss from ongoing operations was $285 million, compared to a net profit of $2.4 million in the same period last year.
The adjusted EBITDA was -$156.3 million, compared to $2.4 million in the same period last year.
The total revenue for the full year was $6.881 billion. Of this, the revenue from the Bitcoin mining business was $6.755 billion, with a total output of 6,594.6 Bitcoins for the year. Revenue from the international automobile trading business was $9.8 million.
The total annual operating costs and expenses amount to $1.1 billion.
Specifically, they include:
· Revenue Cost (excluding depreciation): $543.3 million
· Revenue Cost (depreciation): $116.6 million
· Operating Expenses: $28.9 million (including related-party expenses of $1.1 million)
· Miner Impairment Loss: $338.3 million
· Bitcoin Collateral Receivable Fair Value Change Loss: $96.5 million
The full-year operating loss is $437.1 million. The continuing operations net loss is $452.8 million, while in 2024, there was a net profit of $4.8 million.
The 2025 non-GAAP adjusted net profit is $24.5 million (compared to $5.7 million in 2024). This measure does not include share-based compensation expenses; refer to "Use of Non-GAAP Financial Measures" for details.
As of December 31, 2025, the company's key assets and liabilities are as follows:
· Cash and Cash Equivalents: $41.2 million
· Bitcoin Collateral Receivable (Non-current, related party): $663.0 million
· Miner Net Value: $248.7 million
· Long-Term Debt (related party): $557.6 million
In February 2026, the company sold 4,451 bitcoins and repaid a portion of related-party long-term debt to reduce financial leverage and optimize the asset-liability structure.
As per the stock repurchase plan disclosed on March 13, 2025, as of December 31, 2025, the company had repurchased a total of 890,155 shares of Class A common stock for approximately $1.2 million.

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