B.TOP Founder Jiang Zhuoer Announces Sale of 25% Spot Position in Ethereum at $2420
Jiang Zhuoer, founder of B.TOP mining pool, announced the sale of 25% of his spot position in Ethereum at $2420. Including the sale on April 8, he has reduced his position by a total of 50%, with an average selling price of $2331. He clarified that his previous comments about 'shorting' were misstatements.
Jiang believes that Trump exaggerated the reopening of the Strait of Hormuz, as shipping data shows many ships turning back. The market will reprice the risks.
Source: Public Information
ABAB AI Insight
江卓尔的减仓时机精准捕捉地缘叙事与市场定价偏差：海峡未真正开放，能源供应不确定性持续，但风险资产反弹过快。通过分批现货卖出锁定利润，避免杠杆放大波动。
霍尔木兹海峡作为全球石油30%通道，其物流数据比官方声明更可靠。船只掉头反映真实风险传导，市场重新定价将推高能源成本，间接压制风险资产估值。
这一操作体现矿池创始人的双重视角：比特币底层稳定，但以太坊作为L1生态更易受宏观与叙事影响。减半仓位保留灵活性，同时为潜在反弹留空间。
长期看，地缘事件强化了“能源-金融”耦合：海峡风险不仅是油价锚定，更是全球流动性与风险偏好的定价信号，加密市场需更敏锐捕捉此类不对称信息.