#以太坊投资机会 Looking at the actions of these listed companies, it's quite interesting. BTC treasury expansion is still ongoing—MicroStrategy invested a one-time total of 960 million USD to buy 10,624 coins, and this pace hasn't slowed down. But what really caught my eye was the increased ETH holdings by Republic Technologies: 742.4 ETH, with an average cost of about 2700 USD, and they have reserved an additional 10 million USD for further purchases.

What does this indicate? Institutions are no longer satisfied with single-asset allocations. Previously, they bet on BTC as "digital gold"; now, they are strategically deploying ETH—showing that the market has a clearer consensus on Ethereum's application prospects and ecosystem development. The inclusion of Filecoin in their portfolio is also a signal—it's not for speculation, but real capital used for mining collateral, with business scenarios and asset allocation beginning to form a closed loop.

From a follow-trading perspective, this kind of institutional-level accumulation rhythm usually signals medium-term allocation needs. If you hold positions related to ETH from expert traders, maintaining patience during this period is key—there's no need to rush to take profits; instead, observe whether these large funds continue to add. ETH's risk profile is higher than BTC, but the willingness of institutions to hold long-term positions indicates that the expected returns are also being clearly priced in.

On risk management, the same logic applies: don't blindly leverage just because institutions are increasing their positions; control your position sizes and use time to buy space.