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Chang 丶
Chang 丶
公司金库里的 ETH，和 ETF 申购份额，不是同一股水龙头。 BitMine 上周再买约 8573 枚 ETH，金库约 606 万枚，公司口径约占供应 4.9%；其中约 523 万枚已质押（约持仓八成六）。 同窗附近美现货 ETH ETF 刚结束约七日连撤、录得约 +5300 万——一边是资产负债表囤币+质押吃收益，一边是份额创建/赎回。 别把「机构在买」合成一句：金库买盘写在公司披露，ETF 记的是申赎；撞在同一周也不等于现货水龙头被同一只手拧开。质押仓更不是随时可砸的现货弹药。 （公司公告 + 媒体复述，置信度中） 你更在意金库逼近 5%，还是 ETF 能不能连着绿？$ETH $BTC
Gallery 1
$ETH-3.12%
$BTC-1.55%
00:56 · 06/11/26·6.71k views·Posted on OKX Orbit
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