5.37 million ETH hunted by giant whales! BitMine's "5% Lightning War" triggers liquidity crisis
1. The chain reaction of BitMine hoarding ETH
Liquidity siphoning
Target holding 6 million ETH, currently holding 625,000, needs to buy 5.375 million in the future. Massive buy orders directly drain market liquidity, forming strong price support.
Accelerating staking wave
Institutions stake ETH for yield, mimicking "on-chain treasury bonds". If more companies follow SharpLink's 100% staking model, the current 29.5% staking rate will soar, further shrinking the circulating supply.
Traditional capital entering the market
ARK Invest invested $233 million in BitMine, combined with immersion cooling technology to address ESG concerns, Wall Street is defining ETH as a digital infrastructure asset.
2. Three major engines for Bitcoin's $250,000 target
Rate cut leverage
History shows that during the Federal Reserve's rate cut cycles, BTC's average increase exceeds 300%. If rate cuts materialize in 2025, the influx of hot money into high-risk assets will directly boost coin prices.
ETF vampire effect
The average daily net inflow into U.S. Bitcoin ETFs is $300 million, but the daily newly produced BTC is only worth $100 million, with buying pressure three times the supply. 1.27 million BTC have been locked by ETFs, and the gap continues to widen.
National strategic position
The "GENIUS Act" legislates stablecoins, and Tom Lee predicts that BTC could become a U.S. strategic reserve asset, replicating the government's gold-buying logic.
3. Investment strategies and risk warnings
Dual mainline layout
ETH ecosystem: staking yield + spot ETF expectations, focus on staking derivatives, tokenization of physical assets;
BTC leverage: rate cut + halving cycle → prioritize allocation of spot/ETF.
Risk hedging
Short-term volatility: ETH funding rate of 0.1% can easily trigger short squeezes, SOL's monthly 50% increase poses adjustment pressure.
Policy variables: If USDT avoids the "GENIUS Act" 100% reserve requirement, it may trigger a stablecoin trust crisis.
Shenlong's conclusion: Institutional behavior is changing market structure, scarcity narrative is spreading from BTC to ETH.
Retail investors should anchor on two types of assets:
1. Yield-generating ETH
2. Compliant channel BTC
Avoid high-leverage operations; prioritize spot positions to capture the main upward wave.
Opportunities and risks coexist in the crypto space, remain vigilant, and timing is key. Shenlong has also discovered a short-term skyrocketing project with huge doubling potential! Want to keep up? Tap the icon to follow Shenlong for free sharing! Follow Shenlong's trends
