#以太坊持仓配置 Seeing Bitmine's position allocation logic is quite interesting. Tom Lee says he will never sell ETH, which is not just a simple expression of faith; the underlying ledger is even more worth pondering—holding nearly 4% of the total ETH supply, with daily staking yields exceeding $1 million.

This actually gave me a lot of inspiration. Often, the key to following trades isn't frequent trading, but recognizing those traders with a long-term allocation mindset. Bitmine's "buy and hold" logic corresponds to traders as: distinguishing between short-term swing traders and long-term position holders, then following them based on your risk tolerance.

If your mindset is short-term profit, you can follow traders with high risk appetite who trade quickly in and out; but if you can withstand volatility and wait for compound returns, those steadfast long-term positioners with a logical long-term profit strategy are truly attractive. The key is to clearly understand what the other party's position backing logic is—are they betting on short-term gains, or are they aiming for long-term systematic returns?

In this wave of ETH allocation frenzy, don't just look at price fluctuations; pay more attention to where the confidence of the position holders comes from. Positions supported by data are much more reliable than those driven purely by emotions.