Odaily星球日报讯 据 CryptoQuant 分析，目前已有 16 家公司采用“ETH 国库策略”，合计持有约 2,455,943 枚 ETH，价值约 110 亿美元，相当于市场流通的一大部分。但报告指出风险仍存：ETH 供应无固定上限，去年新增约 100 万枚；持币集中度较高，部分公司意图控制 5%但实际不足 1%；同时期货未平仓合约约 380 亿美元，杠杆堆积或放大波动。
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