Arkham Intelligence Reports and Market Activity

On 8 November 2025, Arkham Intelligence clarified that a previously reported transfer of a substantial amount of Ether (ETH) from a wallet linked to SharpLink Gaming to a centralized exchange (CEX) was a labeling error.

  • The erroneous report appeared in a news story on 6 November 2025.
  • Arkham’s internal audit and subsequent public statement, issued by SharpLink’s Chief Information Officer Matthew Sheffield, confirmed that no ETH sale occurred.

The correction was prompted by the analytics platform’s own labeling algorithms, which had misidentified the wallet address. No financial impact on Arkham’s reporting framework was identified.

Real‑World Assets as a Growth Catalyst

Arkham Intelligence released a report on 6 November 2025 highlighting Real‑World Assets (RWAs) as the next major growth driver for decentralized finance (DeFi).

  • The report discusses the bridging of tangible assets—such as real estate, government bonds, commodities, and intellectual property—onto blockchain networks.
  • It projects that integrating RWAs will unlock liquidity and expand DeFi’s market reach beyond current token‑centric models.

The analysis positions RWAs as a strategic focus area for Arkham’s data services, suggesting increased demand for on‑chain asset tracking and valuation tools.

Ethereum Beacon Deposit Contract Dominance

According to data released by Arkham on 8 November 2025, the Ethereum Beacon Deposit Contract now controls 60 % of all ETH on the network.

  • This concentration reflects the ongoing consolidation of ETH within the staking and deposit infrastructure.
  • Arkham’s monitoring indicates that large‑scale holders, such as the case of Rain Lohmus, are increasingly locked in staking contracts, limiting liquidity movement.

Tether’s Bitcoin Reserve Expansion

On 7 November 2025, Arkham Intelligence confirmed that Tether’s Bitcoin reserve wallet received roughly $1 billion worth of BTC, bringing the total to 87,296 BTC (≈ $8.9 billion).

  • The transfer, executed from Bitfinex hot wallets, occurred amid a market dip.
  • Arkham’s labeling identified Tether as the sixth largest global BTC holder following the transaction.

Corporate Crypto Holdings

Arkham reported on 8 November 2025 that Trump Media and Technology Group held $1.3 billion in Bitcoin as of September 2025, underscoring the company’s reliance on BTC within its treasury strategy.

  • The firm’s holdings were disclosed in a public filing and corroborated by Arkham’s on‑chain data.

Market Dynamics for Altcoins

Arkham Intelligence noted a decline in the “meme coin” segment, with Donald Trump’s crypto portfolio reported to be below $1 million on 7 November 2025.

  • The observation coincides with a broader slowdown in altcoin trading volume, as institutional investors refocus on established assets such as ETH and BTC.

Institutional Investment in ETH

On 6 November 2025, Bitmine, founded by Wall Street strategist Tom Lee, acquired 40,718 ETH (≈ $137 million).

  • Arkham’s on‑chain analytics confirmed the purchase, indicating renewed institutional confidence in ETH amid a market recovery.

Summary of Arkham Intelligence’s Role

Arkham Intelligence functions as a primary on‑chain data provider, delivering real‑time wallet labeling, asset allocation, and transaction volume insights. The platform’s recent reports demonstrate its influence on market perception through corrections, strategic forecasts (RWAs), and detailed corporate holdings disclosures.