Core Insights - Morgan Stanley's 13F-HR filing reveals a significant investment in Bitmine Immersion Technologies, holding 1,974,144 shares valued at $102 million as of September 2025, indicating a strong belief in the strategic value of Ethereum within the traditional financial sector [1] - Bitmine, once a Bitcoin mining company, has transitioned to a leading Ethereum reserve company, currently holding over 3.24 million Ethereum, which represents approximately 2.6% of the circulating supply, showcasing a shift in the cryptocurrency industry from mining to asset management [1] - The investment by Morgan Stanley may signal a strategic move to capitalize on the staking market post-Ethereum 2.0 upgrade, aiming to gain a first-mover advantage in providing liquidity support for DeFi protocols and generating stable returns for institutional investors through staking services [1]
摩根大通入股以太坊储备龙头,能否改变以太坊下跌趋势?
Sou Hu Cai Jing·2025-11-09 10:23