Crypto Rangers
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High-Frequency Trader
1.1 Years
AIGC联盟特邀专家，20年互联网大厂经验，中欧国际工商学院EMBA，加密行业忠实支持者，让我们一起聊聊加密货币，金融和AI科技
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MicroStrategy has announced that its holding of Bitcoin $BTC accounts for 3.2% of the total global supply, totaling over 670,000 coins, which is a scarce chip of real gold and silver within the 21 million cap.
They just spent 980 million dollars to increase their position by over 10,000 coins, with an average price of 92,000, and a cost line of only 75,000, resulting in an enormous unrealized profit! What's more aggressive is their model: issuing stocks to raise funds to buy Bitcoin, increasing the price of Bitcoin to boost stock prices, then issuing stocks again to buy coins, creating a perfect closed loop.
Now, with the dollar being printed, institutions and sovereign funds are scrambling to acquire positions, and the spot ETF is seeing net inflows every day. MicroStrategy is locking up more and more coins, resulting in less circulating supply, and a long-term upward trend is guaranteed. Everyone should hold onto their chips and wait for the opportunity to buy the dip #加密市场观察
They just spent 980 million dollars to increase their position by over 10,000 coins, with an average price of 92,000, and a cost line of only 75,000, resulting in an enormous unrealized profit! What's more aggressive is their model: issuing stocks to raise funds to buy Bitcoin, increasing the price of Bitcoin to boost stock prices, then issuing stocks again to buy coins, creating a perfect closed loop.
Now, with the dollar being printed, institutions and sovereign funds are scrambling to acquire positions, and the spot ETF is seeing net inflows every day. MicroStrategy is locking up more and more coins, resulting in less circulating supply, and a long-term upward trend is guaranteed. Everyone should hold onto their chips and wait for the opportunity to buy the dip #加密市场观察
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The long-term trend in the cryptocurrency market is set, and the negative impact of the yen interest rate hike has mostly been digested. Even if news comes out, it is highly likely to be a manipulation by the big players, stirring up little waves.
More importantly, the USD easing cycle has just begun. The Federal Reserve has just injected $16 billion into the market, which is one of the largest liquidity injections since 2020. Sovereign funds and listed companies are secretly increasing their holdings in Bitcoin $BTC and Ethereum $ETH ; smart money has already entered the market. After the yen interest rate hike, Bitcoin is likely to experience a volatile pullback, but the long-term outlook is very positive.
Current pullbacks are opportunities to get on board and cherish your positions; don't be scared off by short-term fluctuations. Keeping your positions is the key! #加密市场观察
More importantly, the USD easing cycle has just begun. The Federal Reserve has just injected $16 billion into the market, which is one of the largest liquidity injections since 2020. Sovereign funds and listed companies are secretly increasing their holdings in Bitcoin $BTC and Ethereum $ETH ; smart money has already entered the market. After the yen interest rate hike, Bitcoin is likely to experience a volatile pullback, but the long-term outlook is very positive.
Current pullbacks are opportunities to get on board and cherish your positions; don't be scared off by short-term fluctuations. Keeping your positions is the key! #加密市场观察
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Is this considered a Christmas market? This bear market is still mainly short. Control your position and leverage with contracts, and keep some bullets to bottom fish the big coin spot within 80,000 $BTC
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The second pancake Ethereum $ETH bull market signal has arrived, BlackRock has officially submitted an application for an Ethereum staking ETF, and the new fund plans to allocate 70%-90% of its holdings for staking, providing investors with dual returns from price fluctuations and staking yields.
Wall Street legendary analyst Tom Lee once again calls out a target price of $ETH 62,500, based on the core logic that the value of the second pancake as a core settlement layer for RWA tokenization is underestimated.
At the same time, large whales have continuously exchanged BTC for ETH at low levels for 18 days, with net inflows into the American spot ETH ETF exceeding $200 million in a single week, indicating a clear signal of institutional funding layout, and the market landscape may be about to change #加密市场观察 #ETH走势分析
Wall Street legendary analyst Tom Lee once again calls out a target price of $ETH 62,500, based on the core logic that the value of the second pancake as a core settlement layer for RWA tokenization is underestimated.
At the same time, large whales have continuously exchanged BTC for ETH at low levels for 18 days, with net inflows into the American spot ETH ETF exceeding $200 million in a single week, indicating a clear signal of institutional funding layout, and the market landscape may be about to change #加密市场观察 #ETH走势分析
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A big message from the cryptocurrency world has arrived🚀 Trump personally stated that next year he will sign the Super Bitcoin Reserve Act $BTC , directly injecting 1 trillion dollars into the crypto market.
This is not just empty talk; he has already integrated 200,000 bitcoins into the national strategic reserve and pushed for the stablecoin legislation to be enacted. The core purpose is to tie the crypto market to the dollar chariot, consolidating dollar hegemony while helping the U.S. resolve its debt crisis.
What does it mean for 1 trillion dollars to enter the market? It's like pouring fuel directly into a bull market, the compliant status and price ceiling of Bitcoin will be completely rewritten. However, Trump's words can't be fully trusted; we will have to wait and see the subsequent developments. But let's not forget to buy the dip at the end of the bear market #加密市场观察 $BTC
This is not just empty talk; he has already integrated 200,000 bitcoins into the national strategic reserve and pushed for the stablecoin legislation to be enacted. The core purpose is to tie the crypto market to the dollar chariot, consolidating dollar hegemony while helping the U.S. resolve its debt crisis.
What does it mean for 1 trillion dollars to enter the market? It's like pouring fuel directly into a bull market, the compliant status and price ceiling of Bitcoin will be completely rewritten. However, Trump's words can't be fully trusted; we will have to wait and see the subsequent developments. But let's not forget to buy the dip at the end of the bear market #加密市场观察 $BTC
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Good news is here! The Federal Reserve's liquidity actions are taking effect! Starting December 12, short-term Treasury purchases will begin, with a plan to buy $40 billion in the first month, and an actual purchase of $8.2 billion on the first day. The market expects cumulative bond purchases to reach $525 billion by 2026.
Note! This is a technical reserve management, but essentially it aims to stimulate market liquidity, alleviate short-term interest rate pressure, and reduce borrowing costs. This is a hidden benefit for cryptocurrencies and the stock market; the signal for easing liquidity is clear. Going forward, the focus will be on closely monitoring the rhythm of liquidity transmission. It seems the bull market for next year is stable, while the current bear market still requires everyone to hold on to #加密市场观察 $BTC .
Note! This is a technical reserve management, but essentially it aims to stimulate market liquidity, alleviate short-term interest rate pressure, and reduce borrowing costs. This is a hidden benefit for cryptocurrencies and the stock market; the signal for easing liquidity is clear. Going forward, the focus will be on closely monitoring the rhythm of liquidity transmission. It seems the bull market for next year is stable, while the current bear market still requires everyone to hold on to #加密市场观察 $BTC .
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When will the bull market arrive?
Recently, the SEC officially approved DTCC's three-year pilot program for securities tokenization, scheduled to launch in the second half of 2026, covering Russell 1000 component stocks, U.S. Treasury bonds, and mainstream ETFs, with tokens being compliant and equivalent to physical securities on a 1:1 basis.
This move breaks down the barriers between traditional finance and blockchain, allowing trillions of dollars in assets to gain compliant on-chain access, enabling 24-hour trading and real-time settlement, significantly reducing risk and costs.
This is a significant recognition from regulators of blockchain financial infrastructure, which will attract massive institutional funds into the market and become a key driving force for the bull market in crypto. CZ has also mentioned that the crypto market will enter a super cycle in 2026.
So, everyone must save their bullets and wait together for next year's bull market to arrive #加密市场观察 $BTC
Recently, the SEC officially approved DTCC's three-year pilot program for securities tokenization, scheduled to launch in the second half of 2026, covering Russell 1000 component stocks, U.S. Treasury bonds, and mainstream ETFs, with tokens being compliant and equivalent to physical securities on a 1:1 basis.
This move breaks down the barriers between traditional finance and blockchain, allowing trillions of dollars in assets to gain compliant on-chain access, enabling 24-hour trading and real-time settlement, significantly reducing risk and costs.
This is a significant recognition from regulators of blockchain financial infrastructure, which will attract massive institutional funds into the market and become a key driving force for the bull market in crypto. CZ has also mentioned that the crypto market will enter a super cycle in 2026.
So, everyone must save their bullets and wait together for next year's bull market to arrive #加密市场观察 $BTC
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Bitcoin bull leader Tom Lee has made strong comments again🚀 On the program "The Exchange", he directly pointed out that the super cycle of Bitcoin $BTC is just waiting for a signal—the US ISM index to return above 50.
He stated that historically, whenever this index surpasses 50, Bitcoin and Ethereum will enter a crazy rising super cycle. As for those who say, "the four-year cycle is weakening this year," Tom Lee directly rebutted that it is a wrong judgment, and firmly stated that Bitcoin will reach a new high early next year.
Currently, the ISM index is still hovering below 50, but once it breaks through, institutional funds are likely to flood in. Is this wave of market really coming? #加密市场反弹 #加密市场观察
He stated that historically, whenever this index surpasses 50, Bitcoin and Ethereum will enter a crazy rising super cycle. As for those who say, "the four-year cycle is weakening this year," Tom Lee directly rebutted that it is a wrong judgment, and firmly stated that Bitcoin will reach a new high early next year.
Currently, the ISM index is still hovering below 50, but once it breaks through, institutional funds are likely to flood in. Is this wave of market really coming? #加密市场反弹 #加密市场观察
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On December 11th, the Federal Reserve lowered interest rates by 25 basis points to 3.50%-3.75% as expected, marking the third rate cut of the year, with a cumulative decrease of 75 basis points.
The dot plot indicates that there may be an additional cut of 25 basis points in 2026-2027, but internal divisions have intensified, with a 9:3 vote reflecting the highest number of dissenting votes in six years, suggesting a potential pause or halt in rate cuts in the short term.
Elder Powell emphasized that inflation is relatively high and the labor market is weak. Goldman Sachs believes that preventive rate cuts are nearing their end. Bitcoin $BTC was briefly stimulated by news to break above $94,000, but later fell back due to policy uncertainty, currently down to 89,000. The bears have had a tough time #美联储降息 #加密市场观察 .
The dot plot indicates that there may be an additional cut of 25 basis points in 2026-2027, but internal divisions have intensified, with a 9:3 vote reflecting the highest number of dissenting votes in six years, suggesting a potential pause or halt in rate cuts in the short term.
Elder Powell emphasized that inflation is relatively high and the labor market is weak. Goldman Sachs believes that preventive rate cuts are nearing their end. Bitcoin $BTC was briefly stimulated by news to break above $94,000, but later fell back due to policy uncertainty, currently down to 89,000. The bears have had a tough time #美联储降息 #加密市场观察 .
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Bitcoin $BTC surged to $94,000 early this morning, reaching a three-week high 🚀 This wave has ignited the market's greed sentiment, and everyone is shouting that it will continue to rise
But don't get too excited! This surge will quickly cool down, and the price has dropped back to around $92,000. More importantly, the Federal Reserve is about to announce its interest rate decision, and in several previous instances, Bitcoin has dropped after rate cuts
Some people say this surge was entirely controlled by institutions, waiting for retail investors to chase the high and take over. When trading contracts, be sure to manage your position well; once it crashes, you can bottom fish with spot trading #美联储重启降息步伐 #加密市场反弹
But don't get too excited! This surge will quickly cool down, and the price has dropped back to around $92,000. More importantly, the Federal Reserve is about to announce its interest rate decision, and in several previous instances, Bitcoin has dropped after rate cuts
Some people say this surge was entirely controlled by institutions, waiting for retail investors to chase the high and take over. When trading contracts, be sure to manage your position well; once it crashes, you can bottom fish with spot trading #美联储重启降息步伐 #加密市场反弹
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Will Bitcoin $BTC 's trend this year replicate that of 2020?
That time, it first went through a deep correction that made many doubt life, before launching into a vertical surge. However, most high-leverage investors faced losses during the false drop phase.
This October, Bitcoin also plummeted from $126,000 to $81,000, with $19.1 billion liquidated in 24 hours, forcing over 1.6 million traders to exit. In March 2020, 'Black Thursday' also saw a drastic fall to $4,800, after which a major upward wave began.
Behind the historical repetition is the continued accumulation by institutions during the correction, highlighting that the market has shifted from retail speculation to institutional dominance #加密市场观察
That time, it first went through a deep correction that made many doubt life, before launching into a vertical surge. However, most high-leverage investors faced losses during the false drop phase.
This October, Bitcoin also plummeted from $126,000 to $81,000, with $19.1 billion liquidated in 24 hours, forcing over 1.6 million traders to exit. In March 2020, 'Black Thursday' also saw a drastic fall to $4,800, after which a major upward wave began.
Behind the historical repetition is the continued accumulation by institutions during the correction, highlighting that the market has shifted from retail speculation to institutional dominance #加密市场观察
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The world's top university is voting with real money, Bitcoin $BTC has completely won 🚀 Harvard University has invested 443 million in Bitcoin in Q3, with holdings surging by 257%, directly surpassing Microsoft and Amazon to become the number one holding!
What's even more ruthless is that during the same period, gold holdings doubled to 235 million, but the amount in Bitcoin is already twice that of gold! This is not a small play, Harvard's 57 billion donation fund is precisely betting, essentially using "digital gold" to replace traditional safe-haven assets to hedge against currency devaluation risks. Institutional giants are collectively entering the market, and Bitcoin's hard currency status has been thoroughly established! #加密市场观察
What's even more ruthless is that during the same period, gold holdings doubled to 235 million, but the amount in Bitcoin is already twice that of gold! This is not a small play, Harvard's 57 billion donation fund is precisely betting, essentially using "digital gold" to replace traditional safe-haven assets to hedge against currency devaluation risks. Institutional giants are collectively entering the market, and Bitcoin's hard currency status has been thoroughly established! #加密市场观察
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Recently, celebrity investor Kevin O’Leary from "The Smart Investor" harshly criticized that most altcoins are "garbage coins" on social media platforms and other occasions, declaring that their era has ended. He also emphasized that only Bitcoin $BTC and Ethereum $ETH remain stable in the cryptocurrency market.
He provided key evidence: holding these two coins can capture 97.5% of the excess returns in the cryptocurrency market, and during this round of market adjustments, altcoins no longer rebound as they did in the past, mainly because most lack real application scenarios.
At the same time, stricter regulations and the influx of institutional funds have accelerated the market's concentration towards compliant and stable assets. Institutional investors have always favored Bitcoin and Ethereum, and this market cleansing will be even more thorough in the future. He has also long included these two coins in his investment portfolio, eliminating all altcoins #加密市场观察 .
He provided key evidence: holding these two coins can capture 97.5% of the excess returns in the cryptocurrency market, and during this round of market adjustments, altcoins no longer rebound as they did in the past, mainly because most lack real application scenarios.
At the same time, stricter regulations and the influx of institutional funds have accelerated the market's concentration towards compliant and stable assets. Institutional investors have always favored Bitcoin and Ethereum, and this market cleansing will be even more thorough in the future. He has also long included these two coins in his investment portfolio, eliminating all altcoins #加密市场观察 .
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NVIDIA CEO Jensen Huang, with a market value of $4.5 trillion, offers a new core interpretation of Bitcoin worth $BTC : "Bitcoin is storing excess energy as a new currency that you can carry anywhere you want."
This viewpoint precisely points out the underlying value logic of Bitcoin $BTC —its proof-of-work mechanism essentially transforms idle energy from wind and solar into scarce digital assets, solving the issue of energy waste while endowing value with the portability for global circulation, perfectly aligning with the new understanding that "energy is value."
NVIDIA itself is also deeply benefiting from this trend, with its H100 and Blackwell series high-performance GPUs becoming the core support for crypto mining and AI computing power, with Q4 2025 revenue soaring by 78% year-on-year, confirming the strong synergy between crypto and AI. Jensen Huang's statement not only recognizes the value of Bitcoin but also suggests that the deep integration of energy, crypto, and AI has become an irreversible trend #加密市场观察 .
This viewpoint precisely points out the underlying value logic of Bitcoin $BTC —its proof-of-work mechanism essentially transforms idle energy from wind and solar into scarce digital assets, solving the issue of energy waste while endowing value with the portability for global circulation, perfectly aligning with the new understanding that "energy is value."
NVIDIA itself is also deeply benefiting from this trend, with its H100 and Blackwell series high-performance GPUs becoming the core support for crypto mining and AI computing power, with Q4 2025 revenue soaring by 78% year-on-year, confirming the strong synergy between crypto and AI. Jensen Huang's statement not only recognizes the value of Bitcoin but also suggests that the deep integration of energy, crypto, and AI has become an irreversible trend #加密市场观察 .
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⚡Breaking! The mining cost for Bitcoin $BTC has reached a new high, with a cash cost per coin hitting $74,600, and the total cost soaring to $137,800. High costs are forcing listed mining companies to accelerate their transformation into the AI and HPC fields.
Leading North American mining companies such as Core Scientific and Cipher Mining have taken the lead in transforming their mining sites into HPC data centers. By signing contracts with AI service providers, they have secured long-term large orders, with some companies' stock prices soaring over 17% in a single day. Mining companies, leveraging their advantages of stable large-scale power supply and rapid transformation, have become a new force in AI computing power services, and the transformation has become an industry consensus #加密市场观察
Leading North American mining companies such as Core Scientific and Cipher Mining have taken the lead in transforming their mining sites into HPC data centers. By signing contracts with AI service providers, they have secured long-term large orders, with some companies' stock prices soaring over 17% in a single day. Mining companies, leveraging their advantages of stable large-scale power supply and rapid transformation, have become a new force in AI computing power services, and the transformation has become an industry consensus #加密市场观察
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“Bullish Flag of the Crypto Circle” Tom Lee made a significant statement, clarifying that the traditional four-year bull and bear cycle of Bitcoin $BTC has become ineffective, and a new long cycle is forming. He firmly predicts that Bitcoin will reach a historical high early next year, and this judgment will be evident within a few weeks. He is even more bullish about Bitcoin's price reaching $300,000 by the end of 2026.
His confidence stems from the continuous entry of institutions, macro liquidity easing, and the strengthening of Bitcoin's “digital gold” attribute. He also mentioned that Ethereum $ETH will experience explosive growth during the same period, and his company BitMine has been accelerating its accumulation of ETH recently. Although he warned that Bitcoin may still experience 50% volatility, the dual support of increased institutional holdings and policy compliance has drawn significant market attention #加密市场观察 .
His confidence stems from the continuous entry of institutions, macro liquidity easing, and the strengthening of Bitcoin's “digital gold” attribute. He also mentioned that Ethereum $ETH will experience explosive growth during the same period, and his company BitMine has been accelerating its accumulation of ETH recently. Although he warned that Bitcoin may still experience 50% volatility, the dual support of increased institutional holdings and policy compliance has drawn significant market attention #加密市场观察 .
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🚨Epic movement! Satoshi Nakamoto era whale awakens after 15 years, spending $3.1 billion to buy 33,000 bitcoins $BTC !
This early giant whale, which has been silent since 2010, has recently increased its holdings across multiple wallets, creating the most shocking 'comeback' operation in crypto market history. It's important to note that in 2010, bitcoin was still in its infancy, and this address has witnessed the rise of crypto assets from a few cents to nearly $100,000. This reactivation of buying after 15 years is interpreted by the market as a strong bullish signal.
Additionally, 🚨Tom Lee's BitMine takes action again! Spending $91.96 million to bottom-feed 30,278 coins $ETH , continuing its strategy of locking in 5% of Ethereum's circulating supply with the '5% alchemy' approach. This is not a one-time scattered operation, but a continuation of the company's recent intensive accumulation actions #加密市场观察 .
This early giant whale, which has been silent since 2010, has recently increased its holdings across multiple wallets, creating the most shocking 'comeback' operation in crypto market history. It's important to note that in 2010, bitcoin was still in its infancy, and this address has witnessed the rise of crypto assets from a few cents to nearly $100,000. This reactivation of buying after 15 years is interpreted by the market as a strong bullish signal.
Additionally, 🚨Tom Lee's BitMine takes action again! Spending $91.96 million to bottom-feed 30,278 coins $ETH , continuing its strategy of locking in 5% of Ethereum's circulating supply with the '5% alchemy' approach. This is not a one-time scattered operation, but a continuation of the company's recent intensive accumulation actions #加密市场观察 .
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Recently, BlackRock CEO Larry Fink made a significant turnaround at The New York Times DealBook Summit, admitting that his earlier view of Bitcoin $BTC as a "money laundering demand indicator" was a serious misjudgment. He stated that Bitcoin is now a "fear asset" that hedges against financial uncertainty, geopolitical risks, and currency devaluation, and has become an "investment portfolio insurance" comparable to gold.
This change in stance has long been accompanied by business developments, with its iShares Bitcoin Trust being the world's top Bitcoin ETF, holding 775,703 Bitcoins as of December 2. Even though Bitcoin recently fell from $126,000 to $92,000, Fink and Coinbase CEO Brian Armstrong remain optimistic, believing that the industry will not experience another "zero panic."
With the U.S. SEC approving spot ETFs and stablecoin legislation being enacted, crypto assets are moving out of the gray area. This shift in attitude from the giants undoubtedly adds crucial support for the integration of crypto assets into mainstream finance #加密市场观察 .
This change in stance has long been accompanied by business developments, with its iShares Bitcoin Trust being the world's top Bitcoin ETF, holding 775,703 Bitcoins as of December 2. Even though Bitcoin recently fell from $126,000 to $92,000, Fink and Coinbase CEO Brian Armstrong remain optimistic, believing that the industry will not experience another "zero panic."
With the U.S. SEC approving spot ETFs and stablecoin legislation being enacted, crypto assets are moving out of the gray area. This shift in attitude from the giants undoubtedly adds crucial support for the integration of crypto assets into mainstream finance #加密市场观察 .
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The UK "Digital Assets (Property etc.) Bill" has received royal assent and officially comes into effect, clearly classifying cryptocurrencies, stablecoins, NFTs, and other digital assets as "third category personal property," separating them from traditional physical and debt property classifications, and providing complete legal protection.
This landmark legislation provides a clear legal basis for the recognition of ownership of digital assets, recovery of stolen assets, bankruptcy liquidation, and inheritance, ending the previous legal gray areas.
As a judicial system managing £34 billion in legal services and overseeing 40% of global corporate arbitration, the UK’s move not only strengthens investor protection but also attracts institutional investment, accelerating the integration of digital assets into mainstream finance, which is undoubtedly a positive development for the cryptocurrency sector #加密市场观察 $BTC $ETH
This landmark legislation provides a clear legal basis for the recognition of ownership of digital assets, recovery of stolen assets, bankruptcy liquidation, and inheritance, ending the previous legal gray areas.
As a judicial system managing £34 billion in legal services and overseeing 40% of global corporate arbitration, the UK’s move not only strengthens investor protection but also attracts institutional investment, accelerating the integration of digital assets into mainstream finance, which is undoubtedly a positive development for the cryptocurrency sector #加密市场观察 $BTC $ETH
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🚨Breaking! Tom Lee's BitMine has invested $91.96 million to acquire 30,278 units of $ETH , continuing its strategy of becoming the 'MicroStrategy of Ethereum'! As the largest publicly listed company holding ETH globally, BitMine's total holdings have now exceeded 2.65 million units, with a market value reaching $11 billion.
Recently, institutional funds have been continuously flowing into the ETH market, with BlackRock and other ETFs holding over 3 million units. Whale addresses are also increasing their holdings, combined with the robust development of the network ecosystem, savvy capital is accelerating its deployment. This wave of large purchases not only confirms the long-term value of Ethereum but also highlights the growing confidence of institutions in crypto assets, injecting strong momentum into the market! #ETH巨鲸增持
Recently, institutional funds have been continuously flowing into the ETH market, with BlackRock and other ETFs holding over 3 million units. Whale addresses are also increasing their holdings, combined with the robust development of the network ecosystem, savvy capital is accelerating its deployment. This wave of large purchases not only confirms the long-term value of Ethereum but also highlights the growing confidence of institutions in crypto assets, injecting strong momentum into the market! #ETH巨鲸增持
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