4E: 远古巨鲸回流 ETH、监管与机构齐发力,比特币与以太坊情绪共振回暖

BitPush
Nov 27

比推消息,据 4E 观察,一位“曾与以太坊基金会交互的远古巨鲸”在链上大额回流资金。其地址自昨日以来以均价 3016 美元买入 7318 枚 ETH,金额约 2207 万美元。该地址曾在去年8月高点抛售12575枚 ETH,目前总持仓回升至 10529 枚,显示深度参与者正重新布局。监管端,美国纳斯达克 ISE 提议将贝莱德 IBIT 的期权持仓上限从 25 万大幅提升至 100 万份,显示对现货比特币ETF衍生品需求的强烈预期;SEC 发布修订版 2025 计划,指向更清晰的加密监管、安全港条款及 DLT 专属规则,明确推动数字资产更好融入传统市场结构。市场情绪面,BitMine 董事长 Tom Lee 将此前“年底 25 万美金比特币”预测软化为“有望重回 10 万美元以上”,但仍认为创下新高具有可能性;机构端 Ark Invest 增持超 1,600 万美元 CoinbaseCoreWeave,大型资本继续押注加密及AI基础设施。4E 点评: 远古巨鲸回流、ETF衍生品放宽、监管趋向结构化与机构持续买入,共同构成温和偏多信号。比特币“预期差”从极致乐观转向理性乐观,而以太坊正获链上深度玩家重新关注。资金与监管环境同步改善,市场进入“政策暖、资金稳、情绪升”的三因素共振阶段。

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