#以太坊投资机会 Seeing the news that BitMine increased its Ethereum holdings by 102,259 ETH this week, I am reminded of the times in 2015. Back then, Ethereum had just launched, and most people were still debating whether it could survive the first bear market, with institutional investors being few and far between. Now, ten years later, what was once considered "non-core" has become an asset class that Wall Street is rushing to deploy, which in itself says a lot.

BitMine now holds nearly 4% of the total Ethereum supply, and the chairman has stated that they will never sell, even accelerating their accumulation—this is not a passionate gamble, but a confident judgment based on long-term value. Even more interesting is the number he mentioned: if staked now, the net daily income exceeds $1 million. This reflects a shift in the entire ecosystem from a speculative phase to the development of financial infrastructure.

Looking back at historical cycles, the madness of 2017, the despair of 2018, the recovery of 2020, and the cleansing of 2022—at every correction, true participants were doing the same thing: increasing their positions at low points. Those shouting "never look back" have long been left behind at some crossroads. The market has begun to recover from the shock in October, with a warming regulatory attitude and increased strength from Wall Street—these are all familiar good news. What truly matters to observe is the direction of institutional actions—when they shift from testing the waters to continuous accumulation, the cycle’s trend has already been established.