以太坊下跌施壓比特礦業,但湯姆·李和阿克仍在不斷購買 - Coinedict

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比特礦的激進以太坊國庫策略再次受到關注,因爲姨太最近的回吐加深了浮虧,並對公司的股票產生了壓力。BitMine (BMNR) 的股票在過去一周內急劇下滑,反映出投資者的不安,因爲姨太交易價格低於近期高點。

盡管面臨壓力,堅定的買家正在入場。Tom Lee,BitMine的主席,繼續通過Arkham Intelligence標記的大額鏈上購買來積累以太,表明對以太坊長期論點的信心,即使短期價格走勢仍然疲軟。

機構支持在 Ark Invest 也顯而易見。Cathie Wood 的公司本週在多個 ETF 中增持了 BitMine 的股份,建立在早期購買的基礎上,最近的累計達到了近 $28 百萬。Ark 還增加了對其他加密相關股票的曝光,包括 Coinbase 和 Bullish,強調了對數字資產反彈的更廣泛押注。

此次購買凸顯了加密貨幣財 treasury 策略日益擴大的分歧。支持者認爲以太坊在結構上仍然被低估,並且有望從監管明確性和擴展的鏈上用例中受益。懷疑論者反駁稱,波動性和回吐使得重倉 ETH 的資產負債表風險更大,一些知名人士選擇轉向比特幣單一策略。

目前,BitMine 處於這一辯論的中心。隨着以太的波動性考驗機構的耐心,接下來的幾周可能會決定信念買入是否能夠獲得回報——或者市場是否需要重新考慮以太坊中心的財政模型。

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