Data Summary

  1. Comparison of Holdings Scale

  1. ETH: 1.4268 million

  2. BTC: 925,400

  3. Holding value ratio reaches 1:21

Top Holding Companies
BitMine Immersion: 566,000 - 625,000
SharpLink Gaming: 438,000
Coinbase Global: 137,000

News:

Market Dynamics Analysis:
Recently, Ethereum has rebounded strongly by 10% to $3,700, driven by the recovery of the U.S. tech sector and continuous institutional accumulation. Notably, in the past six months, institutional ETH holdings have surged by over 1 million coins, surpassing the critical 1% ratio of circulation.

Capital Logic Deduction:

  1. Growth Space of Holdings
    Currently, the institutional holding scale of ETH is only 1/21 of BTC. If an additional $20 billion enters the market (approximately 4 million coins), the theoretical price space could rise to the $8,000 - $10,000 range.

  2. Policy Window Period
    The expectation of a rate cut by the Federal Reserve in September is rising, combined with the policy easing tendency brought about by the U.S. election cycle, creating a favorable environment for institutions to allocate crypto assets. Notably, the current government has repeatedly publicly stated its support for the capital market, and this political endorsement is worth continuous attention.

    News:

Shenlong Summary:

  1. Focus on ETH
    Key tracking of quarterly reports from major holdings like BitMine, as changes in their balance sheets often serve as leading indicators.

  2. Seize the opportunity of capital rotation
    Currently, the institutional holdings value ratio of ETH/BTC is at a historical low, and the process of capital rebalancing may bring excess return opportunities.

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#ETH走势分析