#以太坊投资机会 Seeing this week's listed company crypto allocation reports, I have to be honest — this time it's not retail FOMO scripts, but institutions voting with real money.

Strategy increased holdings by 10,624 BTC, with a total position exceeding 660,000 BTC; Twenty One Capital revealed 43,500 BTC on its first day of listing. The logic behind these numbers is very clear: Bitcoin has evolved from a "high-risk speculative asset" into a strategic asset for listed companies. But I noticed a detail — Ethereum and Filecoin are also starting to be included in multi-asset portfolios, and Republic Technologies' addition of 742 ETH is a signal.

What are the traps here? Don't just rush in because institutions are allocating ETH. The real point to focus on is their allocation logic — BTC is for core treasury protection, ETH is for business application linkage, and FIL is focused on the mining ecosystem. Retail investors often make the mistake of blindly following "institutions are buying," completely ignoring that they are diversifying assets, while you are gambling on a coin doubling.

I've seen too many projects go from seemingly "supported by enterprises" to zero. The key is not what to buy, but why to buy it. Learning from the calm allocation of institutions is valuable, but don’t treat others’ strategies as your secret to wealth. Protect your principal, identify risks — this is the real skill to survive long on the chain.