#以太坊投资机会 Recently looked at a weekly report on crypto assets from listed companies, quite interesting. A bunch of listed companies piling into Bitcoin is one thing, but now Ethereum has also become standard.

Republic Technologies directly increased their holdings by 742 ETH and plans to invest another $10 million, with an average cost around $2,700. Honestly, the investment logic of these large institutions is quite clear—Bitcoin is the underlying asset for value preservation, while Ethereum is tied to application ecosystems.

What's even more interesting is that this move is no longer just "speculation." Strategy invested 960 million yuan to increase holdings, and Twenty One Capital, upon going public, directly holds 43,500 BTC. These players treat crypto assets as a routine part of corporate treasury management. Ethereum and Filecoin are also starting to come into view, supported by specific business scenarios—mining, financing, on-chain applications—all with imaginative potential.

From being purely investment targets to becoming an important part of the balance sheet, the signal is quite clear. Multi-chain allocation is becoming normalized, and Ethereum's investment logic is shifting from "hype" to "strategic allocation." This is a significant signal for the recognition of the crypto space.