#我的交易风格 Glassnode data shows that Ethereum whale wallets have net increased their holdings by more than 800,000 coins each day for seven consecutive days, with total positions between 1,000 and 10,000 coins exceeding 14.3 million coins. On June 12 alone, the net increase in Ethereum held by whales exceeded 871,000 coins, the largest single-day net inflow this year. Such a large-scale purchase is also the first since 2017.
After advising everyone to reduce their positions in May, Uncle San has only suggested adding to Ethereum once in the past month, while remaining inactive in all other sectors. This includes the first-mover advantage of Ethereum in the current Wall Street RWA crypto layout, as well as considerations of Ethereum's infrastructure attracting funds after the continuous hype of stablecoins. The market should not start from memes and end with memes.
On the macro data side, yesterday Bitcoin spot ETF had a net inflow of $216 million, continuing a week of net inflows; Ethereum spot ETF had a net inflow of $11.09 million, which appears slightly weak in the short term. Overall, after a short-term market dip caused by geopolitical conflicts, the capital market holds a positive attitude towards Trump’s potential mediation, and the likelihood of black swan events has decreased again.