#大户持仓动态 $ASTER $ZEC

Still debating whether this round is a bull or bear market? In fact, the big money on Wall Street has already set the tone with action 🔥

Tom Lee said that Ethereum is going to surge to $62,500, which at first sounds like bragging. But when you look at the real money behind it, you understand—moves by giants like BitMine, BlackRock, and JPMorgan are definitely not empty.

BitMine currently holds 3.86 million ETH, accounting for 3.2% of the total supply of Ethereum, and aims to continue purchasing to reach 5%. This guy's staking annual yield exceeds 5%, effectively turning himself into the "Ethereum version of MicroStrategy", truly betting on the long-term value of ETH.

BlackRock is even more aggressive — they have invested $1.5 billion into the BUIDL fund, fully betting on Ethereum's opportunities in RWA tokenization. The onboarding of traditional assets onto the blockchain is making Ethereum a "digital settlement layer"; this is not science fiction, it is happening.

JPMorgan is cautious on the surface, but they don't oppose it in their hearts. They understand that the Pectra upgrade and the security token standard have made ETH the optimal choice for institutions, and the long positions in CME futures have been increasing recently.

From the explosive growth of stablecoins (with new ETH issuance accounting for 53%) to the wave of AI combined with financial on-chain applications, the actual use cases of Ethereum are being realized one by one. What is driving all of this? It's the institutions on Wall Street.

BitMine is aggressively increasing its positions, BlackRock is planning funds, and JPMorgan is endorsing compliance. These signals together indicate a reality: the era of retail investors has come to an end, and institutional capital is rewriting the industry's rules. The number 62500, to put it bluntly, is the reflection of the consensus reached by institutions in terms of price.

Are you still observing, or are you keeping up with this wave? Let me know in the comments.