以太坊出去，solana in：Galaxy数字重新定位投资组合

Galaxy Digital似乎正在将其焦点从以太坊转移到有利于Solana的方向上，并具有链上的数据，揭示了最近几周对资产的可观重新定位。

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似乎正在将其焦点从以太坊转移到有利于Solana的方向上，并具有链上的数据，揭示了最近几周对资产的可观重新定位。

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.

根据区块链分析的数据，该公司最近几周将超过65,000的ETH转移到了超过1.05亿美元的估计中，可能是为了准备出售。

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 The firm has withdrawn over 750,000 SOL (worth roughly $98 million) from a hardware wallet and staked nearly $40 million of it on Optimism.

同时，Galaxy一直在稳步建立其Solana位置。该公司已从硬件钱包中撤回了超过75万SOL（价值约9800万美元），并将其中的近4000万美元放在了乐观范围内。

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.

索拉纳（Solana）作为一个快速，低成本网络的声誉随着开发人员活动的增长而享有兴趣，而以太坊仍在处理持续的可伸缩性问题并增加卖方压力。

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.

这不是Galaxy首次修剪其以太坊的暴露。早在2024年底，该公司将其ETH持有的一部分转移到了比特币中。现在，它似乎正在再次减少其ETH股份，这是倾向于Solana的时间。

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.

除了以太坊的关注点外，还看到一个与以太坊基金会相关的钱包将1000个ETH转移到了Kraken。同一地址最初于2015年从该基金会获得超过84,000 ETH，当时ETH的交易仅为1.20美元。该基金会在2024年的销售情况下销售销售，并在2024年销售超过1200万美元的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.

这些标志共同表明了一个更广泛的趋势：像Galaxy Digital这样的主要参与者可能会重新校准其投资组合，因为以太坊面对逆风，而Solana则获得了动力。