4E: Institutions continue to increase their allocation in BTC and ETH

ChainCatcher news reports that according to 4E observations, the US-listed company ZOOZ Strategy Ltd. (ZOOZ) has increased its holdings by 94 bitcoins at an average price of $112,000 each, bringing its total holdings to 1,036 bitcoins, with a total value of approximately $115 million, continuing its bitcoin reserve strategy. On-chain data shows that a suspected Bitmine address received 27,316 ETH (approximately $109 million) from BitGo, marking the largest single inflow for the institution in recent months.

The Grayscale Solana Trust ETF (GSOL) officially listed today on the New York Stock Exchange Arca, becoming the second Solana ETF this week, providing US investors with direct exposure and potential staking rewards. Meanwhile, the bitcoin financial company Sequans has been found to transfer 970 BTC to a Coinbase address, possibly indicating its first sale.

The "whale trader" who previously made a 100% profit has completely closed out its 13x leveraged BTC long position, realizing a profit of $1.4 million. Currently, it holds long positions in ETH and SOL, with an unrealized loss of about $1.3 million.

On the policy front, French lawmaker Éric Ciotti has proposed that the country purchase 420,000 BTC over the next seven years, using surplus funds from nuclear power mining and savings plans as the source; if approved, France would become the first European country to include bitcoin in its national reserves.

4E reminds investors: Institutional accumulation and the infrastructure layout of financial giants are reinforcing the logic of mainstream adoption, but on-chain liquidity remains constrained by macro risks. In the short term, it is necessary to be vigilant about the amplifying effects of policy signals and changes in institutional positions on market expectations.