#以太坊财库策略# From on-chain data, Tom Lee's joining as chairman of BitMine has indeed had a significant impact. The price of ETH has risen from $2500 on June 30 to $4300 now, an increase of 71%. This reflects a large-scale entry of institutional funds. BitMine plans to expand its ETH holdings to 1.15 million coins in the short term, accounting for about 5% of the total supply, demonstrating its strong fiscal strategy. However, it is important to be cautious, as such aggressive buying may lead to market overheating. Next, we need to watch whether other large institutions will follow suit and the long-term impact of this concentrated holding on the ETH ecosystem. Overall, this round of increase is reshaping the valuation logic of ETH, and the shift from on-chain data to institutional pricing is worth continued tracking.

ETH-5.86%
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