Bitmine 董事长 Tom Lee 近期发表观点称,Ethereum(ETH)更像“数字土地”,而非现金。Lee 认

智通财经
Sep 08
Bitmine 董事长 Tom Lee 近期发表观点称,Ethereum(ETH)更像“数字土地”,而非现金。Lee 认为,优质资产的核心价值在于储值能力,即投资者相信其能够长期妥善承载和配置资本。Lee 指出,股票可以成为储值资产,因为投资者买入股票时预期企业能够有效管理资本;房地产则兼具储值和现金流属性,可通过出租产生收益。在这一框架下,他认为以太坊更接近股票市场或土地,其长期价值主要来自作为底层基础设施的网络本身。Bitmine 已连续 65 周每周增持。截至 2026 年 8 月 30 日,其以太坊总持仓达到 5,901,112 枚,约占以太坊总供应量的 4.9%。

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