# 以太坊投资机会

#以太坊投资机会 Seeing that BitMine has increased its Ethereum holdings by another 102,259 ETH this week, my confidence is renewed! It’s important to note that this institution now holds nearly 4% of the total ETH supply, and Chairman Tom Lee has explicitly stated that they will never sell these ETH — this is not just a typical buy signal, it’s an institutional-level long-term bullish outlook.
What truly excites me is a number he mentioned: if these ETH are staked now, they can generate over $1 million in net income daily. What does this reflect? The value of Ethereum as the foundational infrastruct

#以太坊投资机会 Seeing BitMine increase its Ethereum holdings by 102,259 in the past week, with a total position approaching 4%, the first thought that came to my mind was: this is not just a simple buy signal, but an attitude.
Looking back to the 2017 bull market, I saw too many institutions chase highs wildly at the top, only to exit in the cold winter of 2018. But now, unlike then, those long-term players who truly understand this market, after going through multiple cycle cleansings, have learned to express confidence through actions rather than words. Tom Lee said, "Never sell these ETH," which

#以太坊投资机会 Seeing that BitMine has increased its ETH holdings by over 100,000 in the past week, the first thought that flashed through my mind was—this is a bet on an era.
Remember the frenzy of the 2017 bull market? Back then, everyone was chasing highs, and institutions were still on the sidelines watching. During the 2018 bear market, many people cut their losses and cursed the market. Then came the slow recovery in 2020, the frenzy in 2021, and the bloodbath in 2022. With each cycle, I see the same pattern repeating—true winners are not those who chase the highs and sell in panic, but those

#以太坊投资机会 Seeing BitMine's recent moves, my confidence has been boosted once again! Continually adding 102,259 ETH, bringing the holdings close to 4% of the total ETH supply. This is not just a simple capital game, but a firm vote of confidence in the long-term value of the entire ecosystem.
More importantly, Tom Lee's words: "If you stake now, you can generate over $1 million in net income daily." What does this number indicate? Ethereum has evolved from an early concept validation stage into a real, sustainable financial infrastructure capable of generating cash flow. It is no longer an elus

#以太坊投资机会 In the past 24 hours, CEX net outflow was 69,300 ETH, a figure worth noting. Coinbase Pro led the outflow with 72,900 ETH, while Bybit saw an inflow of 2,031 ETH — clearly indicating capital divergence.
From the perspective of holdings concentration, large outflows usually suggest two possibilities: institutions are adjusting their positions or waiting for a better entry point. The continued outflow from Coinbase as a mainstream channel, combined with current market sentiment, hints that large investors are gradually shifting risk.
However, this is not necessarily a negative signal.

#以太坊投资机会 JPMorgan launches tokenized money market fund on Ethereum with $100 million seed funding — what does this signal?
The giants of traditional finance have finally taken a substantial step. Former skeptics are now investing real money into blockchain, and this is not hype but a recognition of the future of decentralized finance.
Imagine what the future financial world will look like: assets can be tokenized, liquidity is borderless, and settlements can be completed instantly. JPMorgan’s move is like opening a door for the traditional financial world. Ethereum is no longer just a platfor

#以太坊投资机会 24-hour net outflow of 69,300 ETH, this data is worth pondering. Coinbase Pro alone saw an outflow of 72,900 ETH, indicating that large holders are active—either institutions adjusting their positions or someone preparing for potential volatility.
The key is the quality of the outflow. Generally, net outflows from CEXs suggest that holders prefer self-management, often indicating a shift in market participant sentiment. But the detail that Bybit experienced an inflow of 2031 ETH cannot be ignored—the fund distribution among exchanges is becoming more apparent, indicating that traders

#以太坊投资机会 Recently, I came across some interesting data — when adjusting their asset allocations, listed companies still see Bitcoin as the absolute core, but assets with application scenarios like Ethereum and Filecoin are also beginning to enter their radar. Republic Technologies increased their holdings by 742 ETH, with an average cost of $2,700, and are also planning to expand their position further. This actually reflects an important signal: institutions are shifting from "pure investment" to "scenario-based allocation."
But I want to remind you, when you see these large-scale increases,

#以太坊投资机会 Seeing that BitMine has added over 100,000 ETH this week, bringing the total holdings close to 4% of the total supply, my mind immediately flashed back to 2015. Back then, Ethereum had just launched, and many people were still debating whether it had any value, with major institutions hardly aware of its existence. Now, top treasury companies are continuously deploying ETH as a strategic asset, and Tom Lee's phrase "never sell" doesn't sound like marketing jargon but rather a firm commitment.
This reminds me of the patterns observed in past cycles. Every time the market recovers from

#以太坊投资机会 BitMine's recent actions have given me a lot of inspiration. Continuously increasing ETH holdings and even planning a 5% target allocation, the underlying logic is very clear—institutions have already seen signs of market recovery from the October surge.
What’s more worth noting is Tom Lee’s statement: These ETH will never be sold. This is not an exaggeration but a sign of extreme confidence in the fundamentals. According to his algorithm, staking ETH with a 4% supply would generate millions of dollars in passive income daily, a return rate sufficient to change institutional holding