2025-12-26 09:10:56

#数字资产市场动态 Institutional Bottom Signal Arrives: Sweeping 220,000 ETH in a Week, Traditional Finance Collective Bets

When the market is in panic, the real big players have already started to act. Over the past 7 days, institutions have continuously bought up 220,000 ETH, investing a total of $660 million in real money. This is not small-scale trading—this is large capital speaking with money.

Bitmine's operations are the most aggressive. In one week, they increased their holdings by 98,900 ETH, going from zero to 4.066 million ETH in just over five months, already locking in 3.37% of Ethereum's total supply. Based on an average cost basis of $2,991, this $12.2 billion position is obvious in what the institutions are betting on.

The movements of traditional finance give the best answer. JPMorgan just launched a tokenized money market fund on Ethereum, investing $100 million as seed capital; their JPM Coin has also moved onto the Ethereum chain. From Wall Street to the blockchain, this is not an experiment—it's a major migration.

Ethereum's fundamentals are also upgrading. The Fusaka upgrade brings 8x scalability, and Layer 2 transaction fees are cut in half. Plus, with $28.6 billion in ETF funds backing it, Ethereum has become a settlement hub for the AI economy. Market analysts predict it could reach $7,000 by the end of January and possibly surge to $20,000 by the end of the year—institutions like Bitmine voting with real money show they believe in these numbers.

Retail investors see volatility and panic, but institutions see accumulation and opportunity. This current turbulence might be the preparatory phase before the next rally. What do you think about this cycle?

$BTC $ETH

ETH-1.71%

BTC-1.67%

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Tokenomics911

· 6h ago

Damn, Bitmine's move is really aggressive. They just dumped a $12.2 billion holding. I need to think about whether this is confidence or if there's something I'm missing...

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CryptoGoldmine

· 6h ago

From the perspective of computing power profit ratio, this wave is indeed a low-entry point. Bitmine's $12.2 billion holding cost line is right there, indicating that institutions have long calculated the ROI cycle. JPM's entry into on-chain is not an experiment; it is Wall Street's liquidity officially migrating to the chain. This logical chain can hold. However, the key still depends on whether L2 transaction fees can stay stable. An 8x expansion sounds good, but true improvement in computing power efficiency is the real key. When retail investors panic, it's just the right time to accumulate. There's no problem with that. The issue is that you need enough capital to withstand this cycle; otherwise, no matter how good the technological iteration is, it won't last.

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SurvivorshipBias