2026-01-09 07:23:36

Ethereum's recent institutional movements are indeed worth paying attention to. According to reports, BitMine (led by renowned analyst Tom Lee) is undertaking a large-scale ETH deployment—holding 4.14 million ETH, which accounts for 3.43% of the total supply. Coupled with an asset scale of $14.2 billion and $915 million in cash reserves, this level of allocation is not just a simple investment choice but a strategic asset allocation.

What’s even more interesting is their staking strategy. The 659,000 ETH already staked will soon be integrated into their self-developed validator network MAVAN, with an annualized yield target set at $374 million—this is a quite professional profit plan. Their publicly stated goal is to increase their holding ratio to 5% of the circulating supply, which indicates plans to further increase their position.

What does this reflect? On one hand, optimism about Ethereum’s long-term value; on the other hand, it reveals deep institutional recognition of blockchain infrastructure. When large capital begins to accumulate and stake at this scale, it usually signals a shift in market expectations. The design of staking yields and the self-built validator network suggest this is not short-term speculation but a long-term ecosystem layout.

The question is: Is this level of institutional accumulation a precursor to an Ethereum bull cycle, or are whales paving the way for subsequent moves? Market opinions are divided—some see it as a positive sign for future gains, while others worry it’s a quiet period before major players start accumulating. Historically, such large-scale institutional structured deployment often changes the market’s liquidity landscape.

ETH-1,33%

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CoffeeNFTs

· 01-11 22:13

Tom Lee's move is either about to take off or is laying the groundwork for a major event.

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MetaNeighbor

· 01-11 21:12

Watching the drama unfold, Tom Lee is back to accumulating coins. Can he pump the market this time?

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LiquidityOracle

· 01-10 07:41

Tom Lee's move is indeed aggressive; 4.14 million ETH. This isn't a level that retail investors can handle.

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ProbablyNothing

· 01-09 07:53

4.14 million coins? Tom Lee's move is definitely not a joke. --- Wait, they want to continue buying up to 5%? How much more do they need to add? --- Staking 374 million USD annually? That number sounds outrageous. --- Basically, this move by institutions is a bet on ETH's future, it's not that complicated. --- Building their own validator network, that's the core, not just hoarding coins. --- Are they accumulating or optimistic? That's an old trick; we'll see once the price rises. --- With a market cap of $14.2 billion to do this setup, they are true long-term players. --- The question is whether this will trigger FOMO among retail investors; it depends on the subsequent pace. --- To push 5% of the circulating supply, how much capital needs to enter the market? --- Such large-scale institutional actions usually aren't simple bluffing; they must have logical support. --- Feeling a bit like following the trend but also worried about being the bag holder.

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ImpermanentLossFan

· 01-09 07:51

Tom Lee is back to playing tricks, this time building his own validator network, really considering himself the Ethereum benefactor.

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ForkYouPayMe

· 01-09 07:45

4.14 million tokens. That's a really aggressive move. But to be honest, I'm more concerned about when they will start selling.

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fren.eth

· 01-09 07:37

Tom Lee is causing trouble again. The move of 4.14 million ETH is indeed aggressive, but to be honest, I'm more concerned about how much more they will pour in later.

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OldLeekMaster

· 01-09 07:29

It's the same old story, big investors hoarding coins and telling stories, retail investors following suit and chasing the highs. 4.14 million coins sound scary, but the real profit makers are still those institutions. --- Staking 374 million annualized? That number is just too outrageous, who would believe it? --- Basically, it's just waiting for retail investors to take the bait. Anyway, it's always the same routine. --- MAVAN self-developed validator? Another new concept, a new trick to cut leeks. --- I just want to know when this 5% target will be reached, and how the price will move then. --- I totally understand the quiet period before institutions start accumulating, in the end, small retail investors are still the ones caught. --- Can we stop always praising the long-term layout of institutions and just say how many times it can increase? --- If this wave really can rise, I’d like to get in, just afraid it’s another reverse indicator.

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ImpermanentPhilosopher

· 01-09 07:29

Institutions are疯狂吸筹... Wait, why do these numbers look so familiar? Around this time last year, it was the same set of arguments.

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