#以太坊投资机会 Seeing that BitMine has increased its Ethereum holdings by another 102,259 ETH this week, now holding nearly 4% of the total supply, my mind flashes back to the rhythmic patterns of history we've repeatedly witnessed over the years.

During the 2017 wave, we saw many institutions hesitate at the top, ultimately missing out on the entire cycle. But this time is different. Tom Lee’s words hit the nail on the head—"Never sell." This is not just a simple investment stance; it’s a firm belief in the long-term narrative. When a large crypto asset holder with nearly 4% of the supply says this, it reflects a deep confidence in the fundamentals.

What’s even more interesting is what they are doing: if they now stake these ETH, they generate over $1 million in net income daily. This number itself tells a story—not about betting on the price, but about harvesting the cash flow generated by the ecosystem itself. This approach is completely different from the institutional mindset I saw at the end of 2020. Back then, institutions were still looking at technical prospects; now, they are focusing on tangible economic models.

The October surge was seen by many as a bearish signal. But from today’s perspective, it has instead become the smartest buying opportunity. The market’s "recovery" from the shock is crucial—this is not a lucky V-shaped rebound, but a genuine rebuilding of order. Favorable legislation, regulatory improvements, and increased Wall Street influence in 2025 are not empty words; they are changing the very rules of the game.

History always repeats itself. Those who steadily increased their holdings at the bottom of the cycle often reap the greatest rewards at the top. The question now is not whether Ethereum has a chance, but whether you understand the logic and determination of these institutions this time.