Jack Ma's Yunfeng Financial Makes Strategic Move Into Ethereum as Institutions Rush Digital Assets

The Scene: Major institutions are racing into Ethereum, and Jack Ma-backed Yunfeng Financial just became a notable player with a 10,000 ETH purchase valued at $44 million.

Institutional Appetite for ETH Reaches New Heights

The crypto market is witnessing a powerful wave of institutional capital flowing into Ethereum. Yunfeng Financial’s latest investment is just one signal of this broader shift. Blockchain analytics platform Lookonchain reported that institutional buyers swept up 218,750 ETH over a two-day period, demonstrating sustained momentum. Among the aggressive accumumulators, BitMine Immersion Technologies alone grabbed 69,603 ETH worth $300 million. Five freshly minted wallets channeled an additional 100,000+ ETH through FalconX.

This surge reflects institutional confidence in Ethereum’s evolving utility and long-term prospects in global finance.

Why Yunfeng is Going All-In on Ethereum

Yunfeng Financial’s $44 million Ethereum bet wasn’t funded through debt—the entire acquisition came from the company’s existing cash reserves, signaling genuine conviction rather than speculative positioning. The company plans to list ETH as a core holding in its official portfolio, moving beyond traditional asset allocation.

More importantly, Ethereum won’t just sit idle. Yunfeng envisions leveraging it for tokenization initiatives and Web3 financial infrastructure. The company is also eyeing Bitcoin and Solana as next-phase additions to its digital asset arsenal. This multi-asset approach positions Yunfeng to capture exposure across leading blockchain ecosystems while hedging against single-token concentration risk.

The Jack Ma Connection: Market Signal or Strategic Endorsement?

Jack Ma’s 11.15% stake in Yunfeng Financial adds weight to this move. While Ma isn’t hands-on in daily operations, his association—as one of China’s most recognizable entrepreneurs—lends credibility to Yunfeng’s pivot toward blockchain and fintech. The market interprets this as a strong vote of confidence in digital assets from a heavyweight investor.

The Supply Story: ETH Getting Harder to Find

Behind the scenes, something crucial is happening: Ethereum’s availability on centralized exchanges is shrinking rapidly. CryptoQuant data shows that exchange reserves have plummeted 10.7 million ETH since September 2022. Today, just 17.4 million ETH remain on exchanges—down sharply from 28.8 million at the peak.

In the past quarter alone, roughly 2.5 million ETH have exited exchanges, absorbed by corporate treasuries and ETF providers. This supply squeeze coincides with Ethereum’s surge to $4,953.73 in late August 2025. Currently trading near $2.98K, the pullback reflects natural market consolidation.

The Bigger Picture

Yunfeng Financial’s Ethereum acquisition isn’t an isolated bet—it’s part of a global institutional narrative where traditional finance players are systematically moving into digital assets. As exchange supplies tighten and corporate balance sheets expand into crypto, the dynamics supporting Ethereum’s role in decentralized markets only strengthen.