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Cardano Readies Van Rossem Fork as Whale Accumulation Collides With Heavy Shorts

The July 18 upgrade could cut execution costs and set the network up for Leios while concentrated holdings and elevated futures risk sudden, larger price moves.

Overview

  • Cardano governance ratified the van Rossem hard fork and the upgrade is scheduled to activate on July 18, 2026, with Intersect urging infrastructure providers to update ahead of the boundary.
  • Intersect says van Rossem will add Plutus functionality and reduce execution costs to make transactions and smart contracts cheaper while preparing the chain for the later Leios scaling upgrade.
  • On-chain data show large wallets holding 100,000–100 million ADA have increased to about 25.65 billion ADA, the highest level since February 2023, while small-wallet holdings have slipped.
  • Derivatives metrics point to elevated leverage with futures open interest rising to roughly $421–$445 million and a long-to-short ratio near 0.58; published funding-rate readings differ but overall short exposure is pronounced.
  • ADA trades around $0.16 below key moving averages with dense liquidation clusters at roughly $0.160–$0.170, meaning a sharp move through those levels could force leveraged liquidations and sharply amplify volatility for traders and users.