Recently, the crypto assets market has seen a wave of investment enthusiasm, with global institutional investors pouring in on a large scale. Ethereum and Bitcoin have become the primary focus for investors, sparking an investment competition exceeding ten billion dollars.

This wave of investment frenzy is mainly reflected in several aspects:

First, the ETF market performed brilliantly. In the last 24 hours, the net inflow of the U.S. spot Ethereum ETF reached $455 million, while the Bitcoin spot ETF attracted $88.1 million. It is worth mentioning that on August 26, the U.S. spot Ethereum ETF recorded the second highest net inflow in history for a single day.

Secondly, publicly listed companies and on-chain big holders are also actively participating. Nasdaq-listed company SharpLink invested $252 million to increase its holdings in Ether on August 26, bringing its total position to nearly 800,000 coins, valued at approximately $3.7 billion. Another listed company, BitMine, also acquired over 130,000 Ethers from multiple platforms within 12 hours, valued at nearly $600 million.

The Bitcoin investment camp is also taking frequent actions. The Wisconsin Investment Board increased its holdings of MicroStrategy stock by $2 million, indirectly increasing its Bitcoin holdings. The Japanese listed company Metaplanet has even announced a significant plan to invest $837 million in Bitcoin over the next two months.

On-chain data also corroborates this trend: market makers FalconX and Galaxy Digital transferred over 35,000 Ether to newly created wallets in just 8 hours, worth approximately $164 million, indicating a strong buying intent.

Compared to the bull market in 2021, this time the entry of institutions presents new characteristics:

1. Investment channels are more diversified and standardized, with spot ETFs becoming the main investment tool, while listed companies' allocations and on-chain large holders' increases also form a synergy.

2. Investment targets are no longer limited to Bitcoin; mainstream Crypto Assets such as Ethereum are also favored, reflecting a deeper understanding of the crypto ecosystem by institutions.

3. The investment logic has become more mature; in addition to considering asset scarcity, staking yield and ecological applications have also become important considerations for institutional decision-making.

This wave of institutional investment has undoubtedly injected new vitality into the crypto market and reflects the increasing recognition of crypto assets by traditional financial institutions. However, investors still need to be cautious and closely follow market trends and potential risks.