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NEW: 💰 Bitmine Chairman Tom Lee says the firm will stop buying ETH once it hits 5% of supply, about 100,000 ETH or 6-7 weeks away. "We thought this would take five years. It took us a little over a year. Now we're going to stop," Lee said during Token2049
🚨 🚨 🚨 🚨 🚨 🚨 56,534 ETH (145,286,551 USD) transferred from unknown wallet to #Coinbase
We've been waiting for this exact dip, and it may just be getting started. This is even what bull markets are made of, so embrace the dip and zoom out. Altcoin charts like Cardano, XRP, and Ethereum look awesome from a cycle perspective. Waiting on this m
ETH - Still hope the squiggles will be wrong but would be annoying if we do get the fakeout below the channel. Would much prefer this get treated as a breakout, re-test, then resume up.
Be honest. How often are you checking your ETH rewards? 💠
他只是加速了这个过程，eth一直也是干着差不多的事。
「Machi Big Brother」多单减仓 5125枚ETH，价值$1305万
夜间策略! BTC 多: 81600–80100 止损78200 空: 85600–87100 止损89200 ETH 多: 2508–2468 止损2406 空: 2668–2708 止损2775 SOL 多: 113–110.8 止损108.2 空: 120–122.4 止损125.3 杠杆U本位10倍,仓位1:2或者2:3,止损严格执行,止盈策略为分批止盈,设置保本损! 策略仅供参考!能承受正常止损风控的严格执行!
「高杠杆波段盈利王」多单减仓 2307枚ETH，价值$588万
JUST IN: $251,000,000 IN ETH LONGS LIQUIDATED
「高杠杆波段盈利王」多单减仓 1367枚ETH，价值$349万
LINK 价格上涨 24% 但新增钱包地址增长缓慢
400 万美元、9 种代币，交易员 @frogmanhaha 的钱包 5 小时前被清得一枚不剩。他的钱包横跨以太和 Solana 两条链，以太那边是 0x14AA…5794，Solana 那边是 9wMSNoA7，装着 9 种代币。但这两个地址几乎同时出事，代币被一笔笔转走卖掉，全换成了 ETH、BNB 和 SOL。最大的三笔是 143 万枚 BP，值 177 万美元；1396 万枚 MarsCoin，值 155 万美元；370 万枚 Cash Cat，值 51 万美元。换成 SOL 之后就开始洗。
下午去了 @Ondo 在新加坡办的 Open Interest，Franklin Templeton、SBI、Siam Commercial Bank 一同参会，也见了 ETH真正的主人 @fundstrat 讨论的核心就一件事：机构资金怎么真正进入链上。我最关注的是 Ondo Private Markets。美股、国债上链之后，他们开始把 Pre-IPO 私营公司的经济敞口搬上链，今天现场也公布了首个标的。我觉得这个方向对亚洲市场很有吸引力。我们一直在关注全球最好的公司，但很多时候，等普通投资者
观点：「垃圾L2」正在被淘汰，以太坊价值捕获逻辑有望回归
「Copy Traders」平空反手开多 20枚ETH，价值$5.3万
JUST IN: Tom Lee says BitMine will stop buying ETH after reaching 5% of Ethereum’s total supply. “We only need to get another 100,000 ETH to get to 5%.”
卧槽，TomLee的ETH快买够了，还差10万枚ETH就停手了，不过账面还浮亏着43亿美金。 BitMine 现在持有约 602 万枚 ETH，占总供应量 4.9%，5% 是 hard cap，到了以后不会继续买。这家公司从 2025 年 6 月启动 ETH Treasury Strategy 以来，连续 60 多周每周都在买，很多仓位还是 ETH 1500 美元附近扫进去的。按公开买入记录加权估算，平均成本大约 3,324 美元，累计投入接近 200 亿美元。 ETH 现在只有 2,610 美元左右
分析师Ted：垃圾L2项目正加速出清更看好以太坊
Tom Lee 表示 BitMine 持有 5% ETH 后将停止购买

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