根据链上数据,Abraxas Capital三天内(5.8-11日)买入近4亿美元的ETH,在这三天,它从CEX中提取了185,309 枚 ETH,价值约 3.99 亿美元。此外,Abraxas Capital并不是最近几天才入局的,而是早几天前就开始了ETH积累,在这之前几天,Abraxas还提取了138,511 枚 ETH(价值超 2.9亿美元),也就是大概在一周左右时间积累近7亿美元的ETH。它为什么集中在这一周内搞事?主要动机只有Abraxas 自己清楚。来看看Abraxas Capital的背景,大家可自行判断。
Abraxas Capital是资产管理公司,总部位于伦敦,成立于20多年前(2002),从2017年开始入局加密领域领域,也是目前加密资产管理的重要机构参与者之一。2022年推出Alpha Bitcoin Fund 、2023年推出 Alpha Ethereum Fund。它的客户主要是机构投资者以及高净值人群,提供可定制化的加密投资产品,专注于套利、DeFi投资、帮助锁定代币解决流动性问题等。Abraxas除了在CEX活动,还会将资金存入DeFi协议以获利(比如Aave、Compound等协议)。

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