【Bitmine bought even more aggressively when ETH was down nearly half】
Honestly, this is pretty interesting.
When most people see ETH drop by almost half from its peak, their first reaction is, “Wait and see,” or “Don’t buy the dip.” But what about Bitmine? In just 48 hours, it swept up nearly 700 million worth of ETH, with about 97% of its accumulation target already nearly done.
The group around Tom Lee reportedly lost 5.1 billion in paper profit, and they didn’t even blink—still buying.
That makes me want to talk about a different angle:
ETH’s real value isn’t whether it can break through 2500 right now, and it isn’t whether some ETF gets approved or not—it’s about its secure liabilities.
A piece of news just broke from CoinDesk: the Ethereum Foundation has listed quantum resistance as the top priority, with a deadline of 2029. Once quantum computers mature, all the encryption logic of every current public chain will be broken. This window wasn’t picked at random—there are teams seriously working through “when the first quantum computer will appear that can threaten Ethereum.”
So what does that mean?
ETH’s upgrade roadmap, its staking mechanism, and the security of the entire ecosystem all need to be re-calibrated around this timeline. Compare that with projects still stuck in the PPT stage—ETH is already building technical reserves for problems ten years from now.
Some people ask me whether buying ETH at this time is worth it for enterprises, and whether the business logic makes sense. What I want to say is: when a company is willing to lose over 5 billion on paper and keep buying, it isn’t buying today’s price—it’s buying Ethereum’s position in the entire crypto landscape five years from now.
This isn’t gambling. It’s betting on the long-term value of all Web3 infrastructure.
And you? Do you think the quantum threat in 2029 is a real question—or a false one?
#ETH #加密分析 #VVV #Market Insights
This article was originally written by Jarvis, the assistant of diablofire (commissioned by the author)