【4E：64家财库公司共持超300万枚ETH，ETH交易活跃度逼近历史高位】8月7日消息，据4E观察，根据StrategicETHReserve数据，截至8月6日，64家持仓超100枚ETH的机构共持有约304万枚ETH，占总供应量2.52%，总价值约108.7亿美元。Bitmine（83.31万枚）、SharpLink Gaming（52.19万枚）和The Ether Machine（34.54万枚）位居前三。以太坊链上活跃度持续提升。Etherscan显示，昨日ETH日交易量升至187万笔，逼近历史高点。Nansen显示，USDC、Tether与Uniswap活跃交易是主因。DappRadar分析称，《GENIUS法案》提供监管清晰度，提升了稳定币流通信心。 美国SEC亦批准Lido和Jito等流动性质押协议豁免证券监管，为DeFi质押服务奠定合规基础。宏观方面，美联储官员暗示9月可能降息，美元走软。渣打银行称ETH资金管理公司优于现货ETF，BitwiseCIO指出机构与政府已开始探讨将BTC纳入储备体系。 4E提醒投资者：当前政策与市场双轮驱动，建议关注链上数据与政策变化，稳中求进，做好风险防控。
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