在今早市场暴跌前，ETH 最大持有者 Bitmine 的老板 Tom Lee，其最后公开观点是，2026 年他们最看好的板块是 能源 和 基础材料。 嗯，没有 加密货币 和 以太坊。

JUST IN: Paul Singer, Elliot Investment Management, just released their new portfolio. They added new positions in: Nvidia $NVDA puts (!!!) $GDX puts $XLP puts $XLI puts $XLE puts $QQQ calls New share positions in $PEP & $BILL Full positions:

BREAKING: TUDOR INVESTMENT CORP (Paul Tudor Jones) just released their 13F. He increased his $IBIT Bitcoin holdings by 81%. You can get the full breakdown on Unusual Whales. We literally update the MOMENT these are filed, and you can alert on it. He added $XLE $IVV $K $SPR, sold some $NVDA and $SPY.