#加密市场观察 Tom Lee Bets the Clarity Act Will Boost Ethereum Prices and Adds $74M in ETH

The second-largest digital asset fund accelerated its buying pace, while Strategy sold off some of its Bitcoin holdings.
Bitmine Immersion (BMNR), the largest Ethereum (ETH) fund manager, stepped up its buying pace last week, purchasing 42,197 Ether (ETH), with CEO Thomas Lee pointing to improved prospects for U.S. cryptocurrency legislation as a catalyst for the asset.
According to the latest update released Monday, the company's latest Ethereum purchase is valued at approximately $74 million (based on Ethereum's current price of around $1,750), bringing its holdings to 5.74 million ETH. This batch of Ethereum is currently worth about $10 billion, representing 4.8% of Ethereum's circulating supply, and is a step closer to the company's goal of holding 5% of Ethereum's supply.
The company also holds 206 Bitcoin, $527 million in cash and marketable securities, along with stakes in Beast Industries and Eightco Holdings, bringing its total cryptocurrency, cash, and investments to $11.1 billion.
This acquisition is an increase from the previous week's 27,084 ETH but remains below the six-figure weekly buying pace BitMine maintained earlier this year.
BitMine Buys, Strategy Sells
BitMine's ongoing purchases stand in stark contrast to the strategic shift by Strategy (MSTR), the largest digital asset holder and corporate Bitcoin holder, which recently sold approximately $216 million worth of Bitcoin to raise funds. This sale marks a rare reduction in Strategy's Bitcoin holdings and highlights the financing pressure the company faces amid the cryptocurrency market downturn and rising dividend payouts.
Last week, Ethereum outperformed Bitcoin by 6%, which may be related to BitMine's strategy of selling Bitcoin, although Ethereum has been in an almost continuous decline since August.
However, Lee attributes Ethereum's recent relative strength against Bitcoin to growing optimism that the proposed Clarity Act may eventually become law.
He said, "Investors are more optimistic about the passage of the Clarity Act," noting that prediction markets currently estimate the probability of the bill's passage at around 50%, the highest level in two weeks.
Lee stated, "We believe regulatory clarity is an important milestone that will allow cryptocurrencies, especially smart contract platforms like Ethereum, to benefit from the gradual integration of crypto into our daily lives." He cited Ethereum's Layer 2 networks processing USDC transactions for companies like Shopify and Visa as examples of blockchain technology moving into the mainstream payments space.
The company also has over 4.8 million Ethereum staked via its MAVAN staking platform and related infrastructure, generating ongoing staking yields while maintaining its fund management strategy. At current prices, these staked assets are valued at approximately $8.5 billion.$ETH