#以太坊投资机会 Seeing the data that CEX had a net outflow of 69,300 ETH yesterday, I was reminded of a frequently overlooked phenomenon—large outflows do not necessarily mean selling, but may instead indicate institutions adjusting their positions.

Coinbase Pro outflowed 72,900 ETH, which usually signifies that holders are transferring assets to cold wallets or self-custody addresses. From another perspective, this indicates that someone is withdrawing chips from the exchange, a behavior often seen in two situations: one is recognizing long-term value, and the other is risk mitigation.

But this also reminds us of an easily overlooked lesson—the concentration of holdings. When large outflows occur frequently, the market tends to become more volatile. My simple advice is: regardless of how ETH performs in the short term, you should plan your positions based on your risk tolerance, rather than being driven by these data.

If you're interested in the current price level, consider asking yourself three questions: What percentage of my assets does this investment represent? How much drawdown can I tolerate? Is this a one-year plan or a three-year plan? Once you answer clearly, you'll understand how to act. In the long run, a safe allocation is always more important than chasing the optimal timing.