“第一财库”再增“200亿美元子弹” 以太坊“火上浇油”突破4600美元

Core Insights - Ethereum (ETH) price surged to a new high of over $4500, marking a year-to-date increase of approximately 40%, matching Bitcoin's performance [1][3] Group 1: Corporate Strategies - Bitmine Immersion Technologies announced plans to raise up to $20 billion through an "at-the-market" equity offering to fund further Ethereum purchases [3] - Bitmine currently holds 1.15 million ETH, valued at around $5 billion, representing about 1% of Ethereum's total supply, with a goal to eventually hold 5% of the total supply [4] - SharpLink Gaming raised $400 million to increase its Ethereum treasury value to over $3 billion, currently holding approximately 280,706 ETH valued at just over $1 billion [6] Group 2: ETF Demand - Since the approval of spot Ethereum ETFs in July 2024, total net inflows have reached $9.4 billion, with over $5 billion coming in the last 30 days [7] - A record single-day net inflow of over $1 billion was recorded for these ETFs, indicating strong market demand [7] Group 3: Market Dynamics - The combined buying from corporate treasuries and ETFs has significantly impacted Ethereum's supply-demand dynamics, with purchases outpacing new supply by a factor of 32 since May [8] - Analysts predict that the rise of treasury companies could lead to a tenfold increase in their holdings, potentially reaching 10% of Ethereum's total supply [9] Group 4: Broader Trends - Other companies, including Coinbase, are adopting similar treasury strategies, holding over 100,000 ETH valued at more than $500 million [9] - The fundamental value of Ethereum is supported by its recognized position as the preferred ecosystem for stablecoin issuance and the successful IPO of fintech giant Circle [10]