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知名以太坊财库机构Bitmine在最近10小时内通过FalconX平台大手笔购入了24068枚ETH,成交金额高达8057万美元。这笔操作反映出机构对以太坊长期价值的持续看好。
更值得关注的是,Bitmine近期一直在稳步推进ETH质押计划。截至目前,他们已经质押超过170万枚ETH,对应的美元价值达到56.5亿。而这个数字占到了他们以太坊总持仓(417万枚)的四成左右。
从持仓结构来看,Bitmine正在通过质押来获取收益,同时保持对以太坊的大额配置。这种既买入又质押的双重策略,透露出机构级别的布局思路。