#以太坊投资机会 BitMine's recent actions are definitely worth paying attention to. They have increased their ETH holdings by 100,000 over the past week, bringing their position close to 4% of the total supply. Tom Lee's statement that "they will never sell" is also sending a strong signal—this is not short-term arbitrage, but a serious, real-money bet on the industry's future.

From a follow-the-leader perspective, these institutional-level holding actions are the most valuable reference. Why? Because their cost structures, risk tolerance, and information channels are completely different from ours, but **the logic of long-term holding is universal**—focusing on fundamentals rather than short-term fluctuations.

Key data is eye-catching: daily income exceeds one million USD. This means that even if staking yields decline later, the underlying cash flow support remains strong, with high risk resistance. When retail investors build ETH positions, they should also ask themselves the same question—can this increase in holdings support my holding psychology?

The market is indeed recovering from the shock at the end of October, and policy expectations for 2025 are also heating up. But my advice is: **Don’t blindly follow large one-time purchases**. Consider a phased accumulation strategy, deciding your position-building cycle based on your risk tolerance—more aggressive investors can accelerate, while conservative ones can extend the pace. Institutions have patience, and retail investors are most likely to suffer losses when chasing highs.

Further observation is needed, but this signal deserves serious attention.