#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 carries significant weight because in the crypto world, promises are often more valuable than predictions.

What’s more interesting is the detail he mentioned — if these Ethereum are staked now, they can generate over $1 million in net income daily. What does this indicate? It shows that holders have shifted from purely expecting price appreciation to focusing on fundamental yields. This is a change in mindset and a reflection of market maturity.

Since Ethereum launched in 2015, every market correction has been accompanied by a reassessment of its value. What’s different this time is the improved regulatory environment, increased participation from Wall Street, and the continuous accumulation by institutional investors like BitMine. These factors are building a more solid foundation. I’ve seen cycles, and I’ve seen rebounds, but rarely have I seen so many positive factors align simultaneously.

Institutional choices are often more valuable than our judgments. Their capital scale is large, their time horizons are long, and they cannot afford frequent emotional fluctuations.