As someone who has tracked on-chain data for 5 years, a recent signal made me get up in the middle of the night to analyze data — this surge in ETH is not driven by retail speculation, but rather by over 70 leading asset management institutions secretly bottoming out!
You might not believe it, but these institutions have quietly stored 6.06 million ETH in cold storage through thousands of dispersed addresses, which translates to over 25 billion dollars at the current market value. What's even more ruthless is that their acquisition cost is firmly locked in the range of 3800-4200 dollars, and they signed a three-year lock-up agreement long ago — this means that in the short term, thinking you can rely on institutions to sell off and crash the market? That's purely wishful thinking.
What's more cunning is the operational logic of institutions: while creating a pullback window by controlling market sentiment, they quietly absorb low-priced chips. Why are they so bold to go all in? The core reasons are three points, all are valuable insights:
A staking yield rate of 4.2% outperforms dollar financial products by several streets. Now, bank fixed deposit rates struggle to even reach 1.5%. Who wouldn't be tempted by such a yield difference?
By leveraging the premium arbitrage of compliant products, one can steadily earn two rounds of risk-free returns in a year. Institutions are more knowledgeable about this kind of sure-win business than anyone else.
Against the backdrop of continuously shrinking returns from traditional financial products, the half-year return rate of ETH is directly comparable to the ten-year returns of traditional financial products. This has long been tacitly accepted as a 'wealth code' within the circle of corporate CFOs.
As retail investors, don't think about competing with institutions in terms of capital. Finding the right method is key to enjoying the benefits. I will share the compounding strategy that I have been consistently using, which has been proven effective:
Regular investment foundation: buy on a fixed day each month, such as on payday, to avoid chasing highs and selling lows, thus flattening costs.
Staking enhancement: after buying, directly transfer to compliant staking channels to earn a basic yield of 4.2% passively, accumulating wealth bit by bit.
Premium arbitrage: as long as the premium of compliant products exceeds 2%, immediately execute the operation of 'Subscription - Redemption - Selling Spot' to reinvest the arbitrage profit, increasing the position size.
Honestly, we are still in the entry window for ETH, but the cost will only increase. Based on the current pace of accumulation by institutions, their ETH holdings are likely to exceed 10 million within the next 18 months. At that point, ETH's market value may surpass BTC, potentially turning from a 'fantasy' into reality.
Don't wait until institutions hold over ten million coins to realize what's happening. Getting in now can still catch a ride on the institutions' 'tailwind'. Follow me, and I will provide real-time tracking of on-chain anomalies; signals like institutional accumulation and arbitrage windows will be analyzed first-hand — after all, their operational traces cannot be hidden on-chain, and I understand these intricacies even better than the institutions' ledgers. In the next article, we will deeply analyze the specific operational details of staking arbitrage; missing out could really lead to significant losses!
