#以太坊投资机会 BitMine's recent moves are worth watching. They have increased their ETH holdings by over 100,000 in a week, bringing their total position close to 4% of the total supply. The key point is that Tom Lee has explicitly stated he will never sell — this is not just a typical accumulation signal; it’s a vote with real money.

From a follow-the-leader perspective, the long-term holding stance of institutions is more indicative than short-term fluctuations. They have already done the math: staking now can generate over $1 million in net daily income, and they continue to buy. What does this imply? It shows they are not just looking at the price tomorrow but are focused on the fundamental outlook of ETH’s future.

Here are two insights from these actions:

**First is the strategic judgment.** Long-term traders aligned with major institutions are worth paying attention to. Their position logic tends to be relatively clear and stable, and they won’t frequently cut losses due to short-term volatility.

**Second is the position-splitting strategy.** If your risk appetite allows, consider allocating 5-10% of your funds to follow the rhythm of these medium- to long-term holders, while keeping the remaining funds flexible to respond to market noise. Improvements in regulation and increased support from Wall Street are indeed changing the fundamental landscape, but change does not mean you should jump in immediately; it depends on how much your account can withstand in terms of drawdown.

A clear recovery signal does not mean the risk has disappeared. The time cost for institutions and retail investors are entirely different matters.