The passage of the Genius Act, BlackRock's application for ETH staking ETF (ETHA), and Trump's signing of an executive order to include Crypto in the 401K plan have ushered in a short-term drawdown
Yesterday was the highest 😂 day of $ETH market sentiment in recent months
It also brought a little retracement, as low as about 3475, in fact, it fell by less than 5%
Spot is not a big problem (although everyone will be afraid of this sentence
But I think that if there is a retracement in the future, most of the people who will be killed may be currency stock players, which needs special attention ⚠️
ETH ETF inflows this week amounted to 672,000 ETH ($2.2 billion)
The Ethereum network added 11,572 ETH ($41 million) of ETH
In addition, there are already two institutions that have successfully changed banks
The first is Bitmine, led by Toom Lee, with a current position of $300.7K, worth $1.1 billion, with a 30-day increase of 84%
In second place is Sharplink Gaming, chaired by Joseph Lubin@ethereumJoseph, with a current position of 280.6K, worth $1 billion, a 30-day increase of 59%
Currently, the Ethereum Foundation ranks third, with a position of about $880 million
In seventh place is Bit Digital, which has the most growth, currently holding 100.6K$ETH, worth $367 million, with a 30-day increase of 264%
The eleventh place, and the common ETH reserve company BTCS Inc., holds 31.9K $ETH, worth $136 million, a 30-day increase of 135%
Several institutions that are increasing their holdings, including DeFi protocols, can pay attention
过去七天ETH ETF 净流入超过20亿美元。这种争抢的局面过去没有见过。
华尔街机构/新机构全力争抢eth有两个原因：
一是，btc现在不便宜，成为另外一个微策略性价比不是很高。当然这是次要原因。
二是，更主要的原因是，机构们看到以太坊不同于比特币的新范式。btc是数字黄金，龙头地位不可撼动。如果再造一个数字黄金意义不大。而以太坊是新范式，它可以承载新金融，包括稳定币、资产代币化、未来的新支付、美元霸权的扩张，在此基础上产生链上交易，包括了借贷、交易、衍生品等。
不仅是美元美债美股等资产上链，未来生态成熟后实体黄金、收藏品、房产等也可以上链，甚至btc也在以太坊上链（目前已经上链超过200亿美元）。机构们需要一个可以承载数十万亿/数百万亿美元的新金融基础设施。如果你是机构，你会怎么选？以太坊很自然成为机构面向未来新金融的押注对象。这也就能理解一些机构为什么现在全力争抢eth了。
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