“第一财库”再增“200亿美元子弹”，以太坊“火上浇油”突破4500美元大关

华尔街见闻

Aug 13, 2025

企业以太坊财库公司的疯狂囤币，与创纪录的ETF资金流入形成合力，共同将全球第二大加密货币推向新的高度。以太坊（ETH）价格周二一度突破4500美元，创下年内新高，日内涨幅约4.85%。根据The Block的数据，今年以来，以太坊累计上涨约40%，其年度至今的价格表现已追平比特币。推动周二上涨的最直接催化剂来自市场最大的“以太坊财库公司”——Bitmine Immersion ...

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Technologies（BMNR）正日益成为以太坊市场中一股不容忽视的力量。\n该公司将自身定位为“以太坊财库公司”，其商业模式效仿了在比特币领域大获成功的MicroStrategy——通过发行股票融资，并将所得资金用于大规模购入和持有加密货币。\n根据最新数据，Bitmine目前持有115万枚以太坊，按当前价格计算价值约50亿美元，占以太坊总流通量的约1%。该公司由投资人Tom Lee领导，其公开目标是最终持有全球5%的以太坊流通供应量。\nTom Lee在一份新闻稿中表示：“无论是在提升每股加密资产净值的速度上，还是在股票的高交易流动性方面，我们都领先于同行。”\n这一增持计划极大地提振了市场情绪。消息公布后，Bitmine股价在周二上涨超过5%，其年内涨幅已超过750%。\n\n企业增持以太坊的竞赛也已进入白热化阶段。\n华尔街见闻此前提及，总部位于明尼阿波利斯的SharpLink Gaming最近宣布，已通过注册直接发行的方式从五家全球机构投资者处募资4亿美元，目标将其以太坊财库价值推升至30亿美元以上。据公开数据，SharpLink目前持有约280,706枚以太坊，价值略高于10亿美元。\nSharpLink董事长的Joseph Lubin近日在社交平台X上将此形容为“残酷的领先之争”，并高调宣称“游戏开始（Game on）”，为这场财富争夺战增添了更多戏剧性。\nETF需求激增\n除了企业财库的积极布局，来自现货ETF的需求是推动以太坊价格上涨的另一大引擎。自2024年7月获批上市以来，现货以太坊ETF的总净流入已达到94亿美元，其中超过一半（约50亿美元）都来自于过去30天。\n本周一，这些ETF产品更是创下了历史性的里程碑，单日净流入首次突破10亿美元大关。这一系列数据表明，以太坊作为一种可投资资产类别，正在迅速获得传统金融投资者的认可与配置。这种持续且强劲的资金流入，为以太坊的市场价格提供了坚实支撑。\n企业财库和ETF基金的双重买入，正在对以太坊的供需关系造成显著影响。\nBitwise首席投资官Matt Hougan将此现象形容为一场“需求冲击”。据他估算，自今年5月以来，基金和企业财库购入的以太坊数量，是同期网络新挖出供应量的32倍。Hougan预测，在这种供不应求的格局下，以太坊价格可能继续走高。\n财库公司发展才刚刚开始\n渣打银行的Geoffrey Kendrick在一份报告中指出，以太坊财库公司的发展“才刚刚开始”，随着时间推移，这些公司的持仓量可能会增长十倍，最终达到以太坊总供应量的10%。\n以太坊财库策略的兴起并非孤例。除了领头的Bitmine，加密货币经纪商Coinbase（COIN）在其资产负债表上也持有超过10万枚、价值逾5亿美元的以太坊。\n据报道，包括SharpLink Gaming（SBET）在内的其他公司也在采取类似策略。这一趋势甚至延伸到了比特币领域，例如GameStop（GME）在今年3月宣布计划将比特币纳入其资产负债表。\n此外，以太坊生态系统的基本面也为其价值提供了支持。据Coindesk称，金融科技巨头Circle在今年6月的成功IPO，以及以太坊网络作为大多数稳定币发行首选生态系统的公认地位，都增强了其作为关键区块链基础设施的长期价值。这些因素共同作用，正在重塑投资者对以太坊的认知和估值模型。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}