#RWA代币化业务 BitMine's 4 million ETH holdings have broken through, and the data behind this is worth pondering. A 3.37% share of the supply, achieved in 5.5 months, with a steady and continuous increase in holdings—actions by large institutions often serve as a market confidence indicator.

From a follow-trading perspective, the most valuable aspect of such news is not the result itself but the logic behind it. Why are institutions of this size accelerating ETH allocation at this point? The wave of RWA tokenization, expansion of the DeFi ecosystem, and Ethereum's unshaken position as infrastructure all play a role. Institutional layouts tend to be ahead of retail by half a beat, especially those players who understand both Wall Street and on-chain dynamics.

My strategic adjustment approach is as follows: during the cycle when large institutions are continuously net buying, it is safer to follow traders who focus on allocating to public chain ecosystem assets. When diversifying, you can increase the weight of ETH-related strategies, but the prerequisite is to choose the right traders—those who understand macro institutional trends and can accurately grasp short-term pullbacks. Technical traders chasing only the rise are prone to pitfalls at this stage.

Those with high risk appetite can follow aggressive traders heavily invested in DeFi tokens and betting on the RWA track, but stop-losses must be set properly. Steady players should honestly follow ETH spot and mainstream strategies, letting time and institutional money help you earn. Practice has shown me that aligning with institutional cycles is often more stable than chasing high-stimulation returns.