以太坊出去，solana in：Galaxy數字重新定位投資組合

Galaxy Digital似乎正在將其焦點從以太坊轉移到有利於Solana的方向上，並具有鏈上的數據，揭示了最近幾週對資產的可觀重新定位。

Galaxy Digital appears to be shifting its focus away from Ethereum in favor of Solana, with on-chain data revealing a sizable repositioning of assets in recent weeks.

Galaxy Digital似乎正在將其焦點從以太坊轉移到有利於Solana的方向上，並具有鏈上的數據，揭示了最近幾週對資產的可觀重新定位。

According to Blockchain analytics, the firm has transferred over 65,000 ETH—valued at more than $105 million—to Binance in recent weeks, likely in preparation for a sale.

根據區塊鏈分析的數據，該公司最近幾週將超過65,000的ETH轉移到了超過1.05億美元的估計中，可能是為了準備出售。

At the same time, Galaxy has been steadily building its Solana position. The firm has withdrawn over 750,000 SOL (worth roughly $98 million) from a hardware wallet and staked nearly $40 million of it on Optimism.

同時，Galaxy一直在穩步建立其Solana位置。該公司已從硬件錢包中撤回了超過75萬SOL（價值約9800萬美元），並將其中的近4000萬美元放在了樂觀範圍內。

Solana's reputation as a fast, low-cost network with growing developer activity continues to attract interest, while Ethereum is still dealing with persistent scalability issues and increasing sell-side pressure.

索拉納（Solana）作為一個快速，低成本網絡的聲譽隨著開發人員活動的增長而享有興趣，而以太坊仍在處理持續的可伸縮性問題並增加賣方壓力。

This isn't the first time Galaxy has trimmed its Ethereum exposure. Back in late 2024, the firm shifted part of its ETH holdings into Bitcoin. Now, it's seemingly reducing its ETH stake again—this time to lean into Solana.

這不是Galaxy首次修剪其以太坊的暴露。早在2024年底，該公司將其ETH持有的一部分轉移到了比特幣中。現在，它似乎正在再次減少其ETH股份，這是傾向於Solana的時間。

Adding to the concerns around Ethereum, a wallet linked to the Ethereum Foundation was seen transferring 1,000 ETH to Kraken. The same address originally received over 84,000 ETH from the foundation in 2015 when ETH traded at just $1.20. The foundation has a track record of selling ahead of market dips and offloaded over $12 million worth of ETH throughout 2024.

除了以太坊的關注點外，還看到一個與以太坊基金會相關的錢包將1000個ETH轉移到了Kraken。同一地址最初於2015年從該基金會獲得超過84,000 ETH，當時ETH的交易僅為1.20美元。該基金會在2024年的銷售情況下銷售銷售，並在2024年銷售超過1200萬美元的ETH。

Together, the signs suggest a broader trend: major players like Galaxy Digital may be recalibrating their portfolios as Ethereum faces headwinds—and Solana gains momentum.

這些標誌共同表明了一個更廣泛的趨勢：像Galaxy Digital這樣的主要參與者可能會重新校准其投資組合，因為以太坊面對逆風，而Solana則獲得了動力。