#以太坊投资机会 Looking at this week's listed company crypto allocation data, there's a detail worth noting—the frequency of Ethereum's appearance is clearly increasing. Republic Technologies increased their ETH holdings by 742.4 ETH and also reserved $10 million for further purchases, indicating that institutional players are shifting from "Bitcoin only" to multi-asset allocation.

Ethereum's investment logic is completely different from Bitcoin. Bitcoin is a treasury asset and a pure store of value; whereas ETH is more often viewed as a tool for infrastructure and business synergy—like Filecoin's increased holdings for mining collateral, which is a scenario-based, practically supported allocation.

What does this mean for copy traders? It suggests that a type of trader emphasizing "institutional allocation logic" is worth paying close attention to. Their style tends to be medium- to long-term holding, focusing on fundamentals rather than short-term fluctuations, with rigorous risk management. If you are also a conservative investor, the position management and phased building strategies of these traders can be very valuable references.

But don’t be blinded by institutional endorsement. While the data looks impressive and the increase scale is significant, the key is to consider their cost range and holding period. Institutions can hold steady, but retail traders copying these moves need to consider their own psychological resilience—there are no shortcuts to this.