Bitmine 的以太坊购买热潮：区块链上的新鲸鱼？

Bitmine 对以太坊的大量购买引起了人们的注意。它们是 ETH 的 MicroStrategy 吗？这对市场意味着什么？让我们深入了解一下。

Bitmine's Ethereum Buying Binge: The New Whale on the Block?

Bitmine 的以太坊购买热潮：区块链上的新鲸鱼？

Is Bitmine the new king of Ethereum? Their recent, large-scale purchases are making waves, leading some to wonder if they're positioning themselves as the MicroStrategy of ETH. This buying spree during a market dip raises some interesting questions about the future of Ethereum.

比特矿是以太坊的新王吗？他们最近的大规模购买正在掀起波澜，让一些人怀疑他们是否将自己定位为 ETH 的 MicroStrategy。市场下跌期间的这种购买热潮引发了一些关于以太坊未来的有趣问题。

The MicroStrategy of Ethereum?

以太坊的微观策略？

Crypto analyst ZYN has dubbed Bitmine the "MicroStrategy of Ethereum," and the comparison isn't far-fetched. MicroStrategy famously turned Bitcoin into a corporate reserve asset, sparking institutional adoption. If Bitmine can do the same for Ethereum, the implications could be huge.

加密货币分析师 ZYN 将 Bitmine 称为“以太坊的 MicroStrategy”，这种比较并不牵强。 MicroStrategy 因将比特币转变为企业储备资产而闻名，引发了机构的采用。如果 Bitmine 能够为以太坊做同样的事情，其影响可能是巨大的。

Bitmine seems to be betting big on Ethereum's technological supremacy and its role in the blockchain infrastructure. However, one player alone might not be enough to reverse the downward trend; more institutional buyers are needed to provide solid price support.

Bitmine 似乎对以太坊的技术优势及其在区块链基础设施中的作用下了很大的赌注。然而，仅凭一名球员可能不足以扭转颓势；需要更多的机构买家来提供坚实的价格支持。

The Numbers Don't Lie: Massive Accumulation

数字不会说谎：大量积累

Onchain data reveals BitMine Immersion Technologies scooped up a total of 379,271 ETH in three separate purchases, totaling almost $1.5 billion! That's a serious commitment to the Ethereum ecosystem.

链上数据显示，BitMine Immersion Technologies 在三笔单独的购买中总共购买了 379,271 ETH，总计近 15 亿美元！这是对以太坊生态系统的郑重承诺。

• 202,037 ETH after the weekend crash
• 104,336 ETH on Thursday
• 72,898 ETH on Saturday

Bitmine reportedly holds over 3 million ETH, roughly 2.5% of the entire supply. They started building their treasury in early July when Ether was near $2,500 and are aiming for 5% of the total supply.

据报道，Bitmine 持有超过 300 万枚 ETH，约占总供应量的 2.5%。他们于 7 月初开始建立金库，当时以太坊价格接近 2,500 美元，目标是占总供应量的 5%。

Tom Lee's Bullish Stance

汤姆·李的看涨立场

Fundstrat's Tom Lee is also in on the action, reportedly buying $1.5 billion worth of Ether since the market crash. He believes Ethereum could "flip" Bitcoin, comparing it to how Wall Street overtook gold after 1971. Now that's some serious conviction!

Fundstrat 的 Tom Lee 也参与了这一行动，据报道，自市场崩盘以来，他购买了价值 15 亿美元的以太币。他相信以太坊可以“翻转”比特币，并将其与 1971 年后华尔街如何超越黄金进行比较。现在这是一个严肃的信念！

Network Congestion: A Word of Caution

网络拥塞：警告

Not everything is sunshine and rainbows. Kevin O’Leary (aka Mr. Wonderful) has raised concerns about network congestion on Ethereum. During the sell-off, transaction fees skyrocketed, reaching as high as $1,000! This highlights the need for scalability solutions to handle sudden surges in demand.

并非一切都是阳光和彩虹。 Kevin O'Leary（又名 Wonderful 先生）对以太坊网络拥塞表示担忧。在抛售期间，交易费用飙升，高达 1,000 美元！这凸显了对可扩展性解决方案的需求，以应对需求的突然激增。

DATs Under Pressure?

DAT 面临压力吗？

Reports suggest the hype around digital asset treasuries (DATs) may be fading, with some trading below their net asset value. It remains to be seen whether this is a brief market reset or a sign of lasting trouble.

报告显示，围绕数字资产国债（DAT）的炒作可能正在消退，一些交易价格低于其资产净值。这究竟是市场的短暂重置还是持久麻烦的迹象，还有待观察。

Final Thoughts: Is Ethereum Primed for a Rebound?

最后的想法：以太坊准备好反弹了吗？

Bitmine's massive Ethereum accumulation, coupled with Tom Lee's bullish outlook, suggests that some major players are confident in Ethereum's long-term potential. However, network congestion and questions surrounding DAT pricing indicate that challenges remain.

Bitmine 大量的以太坊积累，加上 Tom Lee 的看涨前景，表明一些主要参与者对以太坊的长期潜力充满信心。然而，网络拥塞和围绕 DAT 定价的问题表明挑战仍然存在。

Ultimately, only time will tell if Bitmine's bet on Ethereum will pay off. But one thing is for sure: they've definitely got the crypto world watching. So, buckle up, folks! It's gonna be an interesting ride.

最终，只有时间才能证明 Bitmine 对以太坊的押注是否会得到回报。但有一件事是肯定的：他们绝对引起了加密世界的关注。所以，扣好安全带，伙计们！这将是一次有趣的旅程。