#以太坊投资机会 Looking at recent on-chain data for Ethereum, I want to share some observations with everyone.

In the past 24 hours, CEX net outflows amounted to 69,300 ETH, which actually reflects different choices among market participants—the outflow from Coinbase Pro is the largest, while Bybit is also absorbing funds. This kind of divergence is normal, but it also reminds us of an important point: **the concentration of holdings is changing**.

I have always believed that, rather than chasing short-term capital flows, it’s more worthwhile to focus on your own holding structure. When market data shows such fluctuations, it’s often a good time to reassess your allocation. A few suggestions:

First, clarify what proportion of your ETH holdings represent in your overall assets—that determines how much volatility you can withstand. Second, if you’re considering increasing your position, it’s better to do so in batches rather than all at once to follow the trend. Finally, regardless of how the data changes, remember to regularly review whether your investment plan still aligns with your original intentions.

True investment opportunities are often not about chasing every capital flow, but about whether you can stick to your own rhythm and principles. In the long run, this restraint can become the best form of protection.