#以太坊投资机会 Observing the crypto asset disclosure data of listed companies last week, one detail worth noting is that multi-chain deployment has moved from a testing phase to normalization.

Strategy continues to aggressively expand the BTC treasury (adding 10,624 coins), with holdings reaching over 660k coins, which is a clear logic; but more interesting is the changing logic in ETH and FIL allocations. Republic Technologies increased ETH holdings by 1,570.6 coins and reserved $10 million for further deployment. This is not just simple diversification of assets—they are preparing for specific on-chain application scenarios. Shuntai Holdings purchased FIL and directly used it for mining collateral, further clarifying the binding relationship between assets and business.

From the on-chain fund flow perspective, these increased holdings reflect institutions' reassessment of the Ethereum ecosystem. ETH is no longer just an investment target but is integrated into corporate strategy alongside DeFi and application layer collaborations. Let's watch the subsequent allocation rhythm—if this trend continues, it could trigger a re-pricing of funds related to the Ethereum ecosystem. In the short term, pay attention to these listed companies' subsequent position disclosures, as they often serve as leading indicators of institutional deployment directions.