据 CoinDesk 报道,Mike Novogratz 旗下的 Galaxy Digital 在过去两周向币安转入 65,600 枚 ETH(约 1.05 亿美元),并提取 752,240 枚 SOL(约 9,837 万美元),疑似大幅调整资产结构。 此举发生在 ETH 近一个月下跌近 20%、而 SOL 上涨约 8% 的背景下。渣打银行近期报告指出 ETH 面临“结构性下行”,并下调其年终目标价。 Arkham 数据显示,Galaxy 当前仍持有价值约 8,790 万美元的 ETH 和 2,386 万美元的 SOL。Solana 生态持续扩张,DEX 交易量三个月突破 5,000 亿美元,远超以太坊的 4,000 亿美元,活跃地址数也已超过 2.2 亿。
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