韩国投资者将特斯拉的股票投入18亿美元，堆积到包括Bitmine在内的加密货币公司

South Korean retail investors dumped Tesla shares in the past four months, shifting their attention to crypto stocks amid growing disillusionment with Elon Musk’s electric car manufacturer.

在过去的四个月中，韩国散户投资者在过去四个月中抛弃了特斯拉股票，将注意力转移到加密货币上，因为埃隆·马斯克（Elon Musk）的电动汽车制造商越来越幻灭。

That’s according to a Sept. 1 report by Bloomberg, which says investors sold a net $657 million of Tesla stock last month and $1.8 billion in the past four. That was the largest outflow for Tesla stock since at least 2019, the report added.

根据彭博社9月1日的报告，该报告称，上个月的投资者在过去的四个股票上售出了6.57亿美元的特斯拉股票，18亿美元售出。报告补充说，这是特斯拉股票最大的流出量以来至少2019年。

That’s despite Tesla shares pumping more than 10% in the last month, according to Google Finance.

根据Google Finance的数据，尽管特斯拉在上个月股价超过10％。

Korean Investors Turn To Crypto

韩国投资者转向加密货币

South Korean retail traders were one of Tesla’s most loyal investor bases, and helped fuel the stock’s rallies in the past, the report said.

报告称，韩国零售商人是特斯拉最忠实的投资者基地之一，并在过去促进了该股票的集会。

But they’ve turned now to the crypto sector, including Ethereum treasury firm BitMine Immersion Technologies, which sucked in around $253 million from Korean investors in August.

但是他们现在已经转向了加密货币领域，包括以太坊财政部的Bitmine Immersion Technologies，该技术在八月从韩国投资者那里吸入了约2.53亿美元。

The company is currently the largest corporate holder of ETH. According to StrategicETHReserve, the firm has around 1.8 million ETH on its balance sheet that is worth approximately $7.94 billion.

该公司目前是ETH的最大公司持有人。据StrategicEterreserve称，该公司的资产负债表约为180万ETH，价值约79.4亿美元。

Top 10 ETH treasury companies (Source: StrategicETHReserve)

十大ETH财政公司（来源：战略精美）

That’s more than double the holdings of the next biggest ETH treasury firm, SharpLink Gaming. With Ethereum co-founder Joe Lubin as a Chairman, SharpLink currently holds 797.7K ETH worth $3.53 billion at current prices in its reserves.

这是下一个最大的ETH财务公司Sharplink Gaming的股份的两倍以上。由于以太坊联合创始人乔·卢宾（Joe Lubin）担任董事长，Sharplink目前持有797.7k ETH的ETH，价值35.3亿美元，其储备金为当前价格。

Given BitMine’s substantial ETH holdings, the company is often seen as a leveraged proxy for the leading altcoin.

鉴于Bitmine的大量ETH持有，该公司通常被视为领先的Altcoin的杠杆代理。

Over the past 24 hours, ETH’s price has dropped 0.28% to trade at $4,441.45 as of 6:15 a.m. EST. During the same period, shares in BitMine (BMNR) have tumbled over 4%, according to data from Google Finance.

在过去的24小时内，ETH的价格下跌了0.28％，截至美国东部时间上午6:15，交易的价格为4,441.45美元。根据Google Finance的数据，在同一时期，BITMINE（BMNR）的股票已下跌了4％以上。

Both ETH and BMNR have extended their losses over the last week with the recent pullback. During the last 7-day period, Ethereum saw its price drop over 3%, while BMNR plummeted more than 16%.

ETH和BMNR都随着最近的回调延长了上周的损失。在过去的7天期间，以太坊的价格下跌了3％以上，而BMNR的价格下降了超过16％。

BitMine is not the only crypto stock that is seeing inflows from the Korean retail market. An Aug. 27 report by 10X Research shows that investors in the region are also buying into US crypto exchange Coinbase and Circle, the issuer of the second-largest stablecoin by market cap, USD Coin (USDC)..

Bitmine并不是唯一看到韩国零售市场流入的加密货币。 10倍研究的8月27日报告表明，该地区的投资者也正在向美国加密交易所Coinbase和Circle购买，这是市值第二大Stablecoin的发行人，USD Coin（USDC）。

“Korean investors are pouring billions into crypto stocks, reshaping global flows in ways Wall Street can no longer ignore,” the company said in its report.

该公司在其报告中说：“韩国投资者正在将数十亿美元投入加密股票，以华尔街不再忽略的方式重塑全球流量。”

"Korean investors are pouring billions into crypto stocks, reshaping global flows in ways Wall Street can no longer ignore," @10x_Research noted in a recent report. "The push has been amplified by U.S. and Korean Stablecoin legislation, creating a powerful backdrop for this surge…
@10x_research在最近的一份报告中指出：“韩国投资者正在将数十亿美元投入加密股票，以华尔街不再忽略的方式重塑全球流量。” “美国和韩国稳定的立法已经扩大了推动力，为这次激增创造了有力的背景……

— 10x Research (@10x_Research) August 31, 2025
- 10x研究（@10x_research）2025年8月31日

“The push has been amplified by U.S. and Korean Stablecoin legislation, creating a powerful backdrop for this surge in capital,” 10X Research added.

10x Research补充说：“美国和韩国稳定的立法已经扩大了推动力，为这一资本激增创造了有力的背景。”

Even with crypto equities’ prices dropping, which the firm said is due to the US Federal Reserve delaying interest rate cuts, the demand for these stocks from the Korean retail market has not been dampened.

即使加密股票的价格下跌，该公司表示，这是由于美国储备延迟降低利率的原因，韩国零售市场对这些股票的需求尚未受到损害。

Number Of South Korean Investors That Have More Than $750K Invested In Crypto Surpasses 10K

对加密货币投资超过75万美元的韩国投资者的数量超过了10k

Amid the outflows from tech stocks like Tesla, there has been an uptick in the number of South Korean investors that holds over $750,000 in crypto.

在特斯拉等科技股票的流出中，韩国投资者的数量上升了超过75万美元的加密货币。

On Aug. 25, the Korea Times reported that the number of South Korean investors that hold that amount in digital assets on domestic exchanges surpassed 10,000. Most of the investors are in their 50s, but investors in their 20s have the highest average holdings, the report added.

8月25日，《韩国时报》报道说，在国内交易所中持有数字资产的韩国投资者的数量超过了10,000。报告补充说，大多数投资者都是50多岁，但20多岁的投资者的平均持股量最高。

The average crypto holdings of those investors was also 217 times greater than the average amount of Korean won held on five major crypto exchanges, including Upbit, Bithumb, Coinone, Korbit and GOPAX.

这些投资者的平均加密货币持有量也比在包括Upbit，Bithumb，Coinone，Coinone，Korbit和Gopax在内的五个主要加密交易所所持的韩国韩国赢得的平均金额高217倍。

Combined, these exchanges had more than 10 million people using their platforms as of Aug. 5.

截至8月5日，这些交易所结合在一起，有超过1000万人使用其平台。

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