#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 the bottom early on, you see smart money quietly accumulating. That wave in 2016 started with institutions quietly building positions. The current signals are quite clear: from the price stabilization after the October surge, to the accelerated accumulation by large funds, and the improving regulatory outlook—these elements together usually point in one direction.

The most interesting part is their "5% alchemy" target. If they truly hold close to 5% of the ETH supply, the daily staking rewards would amount to millions of dollars in cash flow. This isn't gambling; it's about using time and patience to generate systemic returns. Historically, institutions willing to make such strategic moves tend to be in sync with the cycle's rhythm.

This round of accumulation is happening faster than before, and the underlying logic is even more solid. No matter how you view the 2025 market, one thing is certain: the direction chosen by big capital always leads market awakening.