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TEXXR

Chronicles

The story behind the story

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Sources: Li Lin, founder of crypto exchange Huobi, and some of Asia's earliest Ethereum backers have raised ~$1B to launch a digital asset trust to buy Ether

Li Lin, the founder of crypto exchange Huobi and chairman of investment firm Avenir Capital, is joining forces …

Bloomberg

Context & Ripple Effects

Li Lin’s return to a large crypto investment vehicle follows Huobi’s earlier planned $1B blockchain-startup fund, showing a recurring appetite around the exchange’s former leadership for deploying capital beyond exchange operations.

The move also comes after Huobi’s ownership transfer to About Capital, separating Li Lin’s current investment activity from the exchange’s subsequent ownership path.

First-order effects

  • The reported trust would create a dedicated, roughly $1B pool intended to acquire Ether, concentrating buying decisions in a single vehicle led by Li Lin and early Ethereum backers.
  • Avenir Capital and the participating backers gain a collective structure for Ether exposure rather than making only separate investments.

Second-order effects

  • A large dedicated buyer could make Ether’s market more sensitive to the trust’s purchase timing and any disclosures about its holdings, though the report does not establish a purchase schedule.
  • Other crypto investors may face pressure to offer similarly pooled or trust-based Ether exposure if this vehicle attracts capital, extending the shift from exchange-led activity to investment-manager products.

Third-order effects

  • If more large pools are organized around individual digital assets, crypto market access could increasingly be intermediated by trusts and asset managers rather than direct exchange participation.
  • That evolution would sharpen the earlier institutional-scale fundraising pattern in crypto while keeping the sector’s legitimacy dependent on how transparently such vehicles operate and hold assets.

The trend: Crypto investors are packaging exposure to major tokens into concentrated, professionally managed vehicles as the market seeks more institution-like access points.

Discussion

  • @fabdarice @fabdarice on x
    Reminder that 6 months ago, most people were still judging ETH as a commodity for Ethereum usage. Today, companies, financial institutions & governments want to hold ETH as SoV. It's now Bitcoin and Ether. Still early, but we've come a long way. Future is bright.
  • @ayyyeandy Andy on x
    TOM LEE MODE generally what i've heard from those involved in these DATs is that the asian market is yet to truly heat up in terms of capital allocation and raising. it seems that they are the next major market to create these vehicles and raise from whales / funds in the