2025-12-27 01:40:22

#数字资产市场动态【Ethereum Staking Pool Fluctuations Explained: Big Players' Strategies vs. Institutional Rebalancing】

$ETH Early this morning, Ethereum staking data showed significant fluctuations. On-chain monitoring indicates that institutional major holder Bitmine staked 74,880 ETH in the short term, worth approximately $2.25 billion, while another institution, SharpLink, chose to unstake 35,627 ETH (about $1.07 billion). This inflow and outflow reflect differing expectations among current market participants.

From the data, the net increase in staked ETH is nearly 40,000. What does this mean? Liquidity is being continuously locked, and the circulating supply of ETH in the market is shrinking. For institutions focused on long-term growth, this large-scale staking at this point usually signifies a confident bet on the ecosystem's future prospects.

However, it is also noteworthy that there are clear disagreements among institutions. Bitmine's aggressive positioning contrasts with SharpLink's cautious withdrawal, forming an interesting comparison. The former may be betting on the next wave of growth in the ETH ecosystem, while the latter might simply be locking in short-term gains. The annualized staking yield remains in the 3%-4% range, which is indeed attractive for large-scale capital.

The key question is whether this operation is driven by major players accumulating positions or merely a phase of profit-taking and rebalancing. The ETH being unstaked won't cause a short-term dump, but its subsequent flow warrants ongoing attention.

What is your view on this set of data? Between staking yields and market flexibility, what is your choice?

(Data source: On-chain monitoring platform)

ETH0,36%

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Fren_Not_Food

· 5m ago

Hmm, Bitmine is really all in this time, pouring in $225 million with a single move... Feels like they're betting on a major event. SharpLink's reverse operation seems a bit conservative in comparison.

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NoodlesOrTokens

· 12-27 02:10

Looking at bitmine staking 225 million in one go, it's indeed quite aggressive. However, sharplink's timely unstaking also feels quite strategic, as if they're playing a game of seesaw.

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CommunityJanitor

· 12-27 02:09

Wait, Bitmine invested 225 million at once. Is this guy really optimistic or just doing a wash? --- I'm panicked after SharpLink ran away, I always feel a change is coming --- 3-4% return? I'd rather go to a new coin pool --- Institutions are testing each other, should retail investors just hold honestly? --- Net increase of 40,000 ETH locked up, that's why the coin keeps rising --- Basically, it's gambler's mentality. Who knows where the flow will go next? --- Staking yields and flexibility, I choose to skip both, I prefer trading contracts --- If Bitmine suffers a huge loss this time, I'll laugh to death

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CoffeeOnChain

· 12-27 02:09

Wait a minute, Bitmine is investing 225 million all at once. Is this guy really optimistic or is he up to some tricks?

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0xLuckbox

· 12-27 02:09

Dog whales compete against each other, retail investors continue to suffer heavy losses, this game is truly incredible.

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GasFeePhobia

· 12-27 02:05

bitmine's move is quite aggressive, pouring in $225 million directly... However, it's outrageous that sharplink is withdrawing at the same time. Are they going against the trend?

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MoneyBurner

· 12-27 01:59

Two institutions are buying and selling, what are they trying to show us... A net increase of 40,000 coins sounds impressive, but is liquidity locking really a good thing? I think someone is just looking for an excuse to cash out. Staking annual yield of 3-4%? Forget it, I’d rather do shorting and longing arbitrage, risk hedging is faster. Bitmine’s move isn’t about confidence in the ecosystem; it’s either about accumulating funds and pumping the price, don’t be fooled by the story. SharpLink choosing to withdraw is pretty smart, taking profits in time. I bet that Bitmine’s move is either a genius layout or the start of a trap, black or white, no gray area in between. Should we track the flow? Forget it, instead of obsessing over on-chain data and hurting ourselves, it’s better to look for new projects to IPO, at least there’s the possibility of airdrops.

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GasFeeCryer

· 12-27 01:51

Here we go again? Bitmine raising funds, SharpLink跑路, how many times has this trick been played? --- Locking in a 3% yield on so much ETH, what's the point really? --- The obvious divergence among institutions indicates that no one is truly optimistic about the recent market trend. --- Instead of staking, it's better to wait for a dip to buy the dip; liquidity is the key. --- Only 40,000 tokens net increase and already analyzing for so long, this market really has no big moves. --- SharpLink reacts quickly, now that's what I call good trading. --- I just want to know whether these ETH that are unstaked finally flow to exchanges or wallets, that's the key. --- Staking annualized yield is so low, and being locked up too, I really don't understand what big players are thinking.

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