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一定要重点关注ETF的资金流情况！因为这一轮市场最大的增量资金，本来就来自传统金融。而最近最值得关注的数据是：ETF资金流并没有明显回归。部分机构甚至下调了 bitcoin:native 和ETH未来预期，核心原因就是ETF资金流入低于预期。很多人把这理解成利空。但我认为更值得思考的是：市场正在从“流动性驱动”向“价值筛选”过渡。过去只要有增量资金进来，什么都涨。现在资金开始选择。选择BTC。选择ETH。选择Solana。选择HYPE XRP。这意味着未来的赚钱逻辑可能发生变化：
NEW: Tom Lee's BitMine BMNR buys 42,197 ETH worth $73 million. (Crypto Rover)
Bitmine一周又买了42197枚ETH 总持仓574万枚约占ETH总供应量4.7% 昨天Vitalik刚宣布要用3-4年把以太坊推倒重来协议在去中心化的路上狂奔筹码在一家上市公司手里集中世界计算机股东会越来越像董事会了(詹姆斯叉 | JamesX)
Tom Lee：ETH/BTC汇率走高，表明投资者预期加密用例可见度改善
Tom Lee：ETH/BTC 汇率走高反映投资者预期加密用例改善
贝莱德 ETF 地址从 Coinbase 提取 7546 枚 ETH
BlackRock, birkaç dakika önce CoinbasePrime aracılığıyla 7.546 ETH (13,2 milyon dolar) satın aldı ve çekti. ETH #ETH(COINOTAG)
贝莱德买入 300 枚 BTC 和 7456 枚 ETH
大家发现了没有，最近ETH确实比BTC强势了！ (Main Rally)
BitMine accumulates 42,197 ETH in a week, bringing its @ethereum holdings to 4.8% of total supply. The treasury company, chaired by @fundstrat, now holds 5.7M ETH worth ~$73M. (The Defiant)
HE SWAPPED $2 MILLION OF ETH FOR LIT - AND LOST IT ALL Trader 0xfF8 withdrew $2M of ETH from Binance, then swapped his entire stack to LIT. He received $14.1K of LIT. He lost 99% of his funds because the 0x router sent his order through a low liquidity AV
JUST IN: A $2 million ETH swap left a trader with just $14,100 after an MEV bot backran the transaction, per Arkham. (EyeWhales)
以太坊开发者支持 Vitalik Buterin 愿景，强调加快执行速度
ETH 从 Ethereum 跨链至 Robinhood Chain 的数量激增 10 倍
🔥 LATEST: ETH bridged from Ethereum to Robinhood Chain surges ~10x in the past few days, which could signal new demand for ETH if adoption continues, per Token Terminal. (Cointelegraph)
🚨 Summer Finance exploited for approximately $𝟲𝗠 on Ethereum. The attacker targeted the protocol's smart contracts, draining funds from the platform. 𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲: A mid-sized DeFi exploit — $6M is enough to shake confidence in the protocol but not systemic
Gate Alpha 首发上线 TOLY (The Solana Bull)、dingaling (dingaling)、PATTYICE (The Bagworker)、...
Vitalik：Lean Ethereum 未来3-4年替换掉几乎所有核心组件规模比肩The Merge 一条成立11年的链宣布第三次推倒重来别的项目路线图叫迭代以太坊路线图叫轮回信仰这东西每四年就要重新充值一次(詹姆斯叉 | JamesX)
Vitalik’s new Lean Ethereum plan puts ETH’s Wall Street pitch on a 4 year clock via @akibablade (CryptoSlate)
以太坊占了整个DeFi锁仓量和稳定币供应的一半，生态依旧是所有链中发展最好的，唯独就是管理方面做得太差（V神天天想着泡妞，基金会天天卖币），导致币价拉胯，今年基金会整改后，希望下一轮牛市能给我们带来 Surprise (比特币总裁)

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