#以太坊投资机会 Seeing the recent CEX net outflow data for Ethereum, I am reminded of a common misconception from two years ago—people often focus on short-term capital flows to judge buy or sell timing.

A 69,300 ETH net outflow over 24 hours indeed seems significant, but there are several aspects to consider. Large outflows from Coinbase Pro usually indicate that institutions or large holders are adjusting their positions, but outflow does not necessarily mean bearishness; it could simply be moving from exchange to self-custody wallets for long-term holding. Conversely, inflows on Bybit should not be directly interpreted as a buy signal.

The key is to understand your own goals. If you are investing with a 3-5 year horizon, these daily fluctuations are like noise and should not influence your judgment. An increase in position concentration is worth noting—it suggests that market participants' ideas may be converging, but this also means we need to stay alert, ensuring our own holdings are proportionate and not swayed by market sentiment.

My advice is: if you still believe in Ethereum's fundamentals, rather than obsessing over short-term data, use this time to review whether your asset allocation still aligns with your risk tolerance. A sense of security often comes from a clear plan, not from chasing every market signal.