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Crypto_妙算子
对于$ETH 来说,财库公司BitMine停止买入,短期无疑是利空。
目前距离5%的持有目标,还差58067枚。也就是还有四五周的时间就会停止买入,市场已经在为这个转折定价了。
但是长期来看,5%的总量被锁定,筹码集中度提升,卖盘更少。而且,Bitmine的重心会转向质押收益和业务扩展。其他机构和资金看到收益,也会成为潜在的买盘。
最终以太坊会从单纯的买币叙事,转向持币收益叙事。
$BTC $SOL
#本周将公布10月FOMC利率决议

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