智通财经APP获悉，周五，加密货币生态圈股票集体走低，截至发稿，比特币概念股Bit Digital(BTBT.US)跌1.77%，Hut 8 Mining(HUT.US)跌超4.5%，Strategy(MSTR.US)跌超1.8%；以太坊概 念股Bitmine Immersion Technologies(BMNR.US)跌超5%，SharpLink Gaming(SBET.US)跌近6%，Bit Digital(BTBT.US)跌超1.8%；加密货币交易所Coinbase(COIN.US)跌超4%，Robinhood(HOOD.US)跌超 6%；稳定币龙头Circle(CRCL.US)跌超7%。 （原标题：美股异动 | 加密货币生态圈股票集体走低 Circle(CRCL.US)跌超7%） ...

周五，加密货币生态圈股票集体走低，截至发稿，比特币概念股Bit Digital(BTBT.US)跌1.77%， Hut8Mining(HUT.US)跌超4.5%，Strategy(MSTR.US)跌超1.8%；以太坊概念股Bitmine Immersion Technologies(BMNR.US)跌超5%，SharpLink Gaming(SBET.US)跌近6%，Bit Digital(BTBT.US)跌超 1.8%；加密货币交易所Coinbase(COIN.US)跌超4%，Robinhood(HOOD.US)跌超6%；稳定币龙头 Circle(CRCL.US)跌超7%。 ...

Core Insights - BitMine is a leading Ethereum treasury company that is fully compliant with NYSE standards and was listed on July 8, 2025 [1] - The company can issue shares through its existing shelf registration without needing shareholder approval [1][2] - BitMine's operations focus on accumulating crypto for long-term investment, including Bitcoin mining and advisory services [3] Company Operations - BitMine operates in low-cost energy regions, specifically in Trinidad, Pecos, Texas, and Silverton, Texas [3] - The company engages in Bitcoin mining, synthetic Bitcoin mining, and offers advisory services to companies interested in earning Bitcoin-denominated revenues [3] Regulatory Environment - NASDAQ has increased scrutiny on crypto treasury companies, requiring shareholder approval for certain share issuances related to crypto [2] - BitMine is not affected by these NASDAQ requirements due to its existing NYSE approval and the completion of its PIPE transaction [3]

智通财经APP获悉，加密货币生态圈股票多数走低，持币股领跌，截至发稿，比特币概念股Hut 8 Mining(HUT.US)跌超2.9%，Mara Holdings(MARA.US)跌超2%，Strategy(MSTR.US)跌超2.4%；以太坊 概念股Bitmine Immersion Technologies(BMNR.US)跌超6%，SharpLink Gaming(SBET.US)跌超7%；稳定 币龙头Circle(CRCL.US)跌超0.8%。消息面上，纳斯达克正在加强对旗下上市公司通过融资购买加密货 币来推高股价行为的审查。 纳斯达克的新要求包括股东投票等程序，行业参与者表示这可能延迟交易并为股市的加密货币热潮带来 不确定性。如果公司不遵守相关规定，纳斯达克有权将其退市或暂停交易。 据媒体根据公司文件和知情人士透露，该交易所现在要求部分公司在发行新股购买加密货币前必须获得 股东批准。这一监管举措可能减缓当前的加密货币热潮，该热潮正将越来越多的另类代币推向主流市 场。绝大多数加密货币概念股都在纳斯达克交易，该交易所希望公司在转型为加密货币股票前放慢脚 步，确保投资者充分了解相关风险。 ...

智通财经APP获悉，周三，持币股走高， 截至发稿，Bitmine Immersion Technologies(BMNR.US)涨超 7.6%，BTCS Inc(BTCS.US)涨超4.4%，Upexi(UPXI.US)涨超3.7%，SharpLink Gaming(SBET.US)涨 0.65%，Strategy(MSTR.US)微涨。消息面上，以太币短线上行，现涨超3%，报4477美元；比特币涨超 1%，报11.24万美元。 ...

Group 1: Investment Trends - South Korean retail investors are significantly withdrawing from Tesla, with a net sell of $657 million in August, marking the largest monthly outflow since early 2019 [1] - Over the past four months, the total amount withdrawn from Tesla has reached $1.8 billion [1] - The leveraged ETF TSLL, which provides two times leverage on Tesla, also experienced a $554 million outflow in August, the largest since early 2024 [1] Group 2: Shift in Investor Sentiment - The decline in confidence among South Korean retail investors towards Tesla is attributed to growing disappointment, as they feel the company has lost its previous momentum and narrative appeal [2] - Investors are increasingly concerned that Tesla has failed to lead in its artificial intelligence narrative, prompting them to seek more promising investment opportunities [2] Group 3: Movement Towards Cryptocurrency - The funds withdrawn from Tesla are being redirected towards more volatile assets, particularly cryptocurrency-related stocks, with Bitmine Immersion (BMNR) attracting $253 million in net inflows in August [3] - BMNR is viewed as a proxy for Ethereum due to its newly launched Ethereum treasury platform, gaining significant attention from both South Korean and U.S. investors [3] Group 4: Tesla's Market Position - Despite the record outflows, Tesla remains the most popular foreign stock among South Korean retail investors, with approximately $21.9 billion still held in Tesla shares [5] - However, there are signs of declining loyalty, as retail interest in Tesla in the U.S. has diminished, with net purchases falling below half of that for Nvidia, indicating a broader challenge to Tesla's appeal among global retail investors [5]

Company Overview - BitMine Immersion Technologies has announced crypto and cash holdings totaling $8.98 billion, which includes 1.87 million ETH tokens valued at $4,458 per ETH [3][4] - The company is supported by a group of prominent institutional investors, including ARK's Cathie Wood, Founders Fund, and Galaxy Digital, aiming to acquire 5% of Ethereum (ETH) [1][4] Strategic Insights - The company emphasizes the transformative potential of Ethereum, likening the current market conditions to the post-gold standard era of 1971, which led to significant financial innovation [2][5] - BitMine's ETH treasury strategy, launched on June 30, has positioned it as the largest ETH treasury globally, surpassing key milestones in a short period [4] Market Position - BitMine is recognized as the 1 Ethereum treasury and 2 global treasury, following Strategy Inc. (MSTR), which holds 629,376 BTC valued at $71 billion [4] - The stock of BitMine has become one of the most actively traded in the US, with an average daily dollar volume of $2.3 billion, ranking 22 among 5,704 US-listed stocks [6]

Group 1 - Ark Invest, led by renowned fund manager Cathie Wood, purchased $15.6 million worth of Bitmine Immersion Technologies (BMNR.US) stock through its actively managed ETFs [1] - The majority of the acquisition was made through the ARK Innovation ETF (ARKK.US), which bought 227,569 shares of Bitmine, while ARK Next Generation Internet ETF (ARKW.US) increased its holdings by 70,991 shares, and ARK Fintech Innovation ETF (ARKF.US) acquired an additional 40,553 shares [1] - Bitmine is one of the largest corporate holders of Ethereum, owning over 1.7 million tokens valued at nearly $8 billion at current prices [1] Group 2 - Ark Invest has also been actively building positions in other cryptocurrency-related stocks, holding significant stakes in Coinbase Global (COIN.US) and Bullish (BLSH.US) [2] - On August 20, Ark Invest increased its holdings by $21.2 million in Bullish and $16.2 million in Robinhood Markets (HOOD.US) [2] - In contrast, on August 27, Ark Invest reduced its position in DraftKings (DKNG.US) by 266,052 shares, valued at approximately $12.7 million based on a closing price of $47.80 [2]

Group 1 - Nongfu Spring (09633) reported a 22% year-on-year increase in net profit for the six months ending June 30, 2025, with packaged drinking water revenue growing by 10.7% [1] - Gu Ming (01364) saw a more than 120% year-on-year increase in net profit for the same period, with steady expansion in store count and impressive GMV performance [1] - China Longgong (03339) reported a 37.83% year-on-year increase in net profit, with the loader business being the largest contributor to revenue and profit [1] - AI concept stocks generally rose, with SenseTime (00020) up over 11% and Fourth Paradigm (06682) up over 9%, following the State Council's release of opinions on implementing "AI+" actions [1] - Cao Cao Mobility (02643) reported a 53.5% year-on-year increase in net profit, with gross margin improving from 7.0% to 8.4% [1] Group 2 - H&H International Holdings (01112) experienced a nearly 77% year-on-year decrease in net profit and proposed an interim dividend of HKD 0.19 per share [2] - NIO (09866) saw its stock price rise over 6% this month, benefiting from strong orders for the Onvo L90 and ES8 SUV models [2] - Chip stocks continued their upward trend, with SMIC (00981) up over 6% and Huahong Semiconductor (01347) up over 3%, as institutions remain optimistic about the domestic chip market [2] - Beike (02423) reported a 7.2% year-on-year decrease in net profit for the mid-year results, with Nomura indicating that its third-quarter guidance was below expectations [2] Group 3 - Gaotu (GOTU.US) reported a more than 37% year-on-year increase in revenue for Q2, alongside a new stock buyback plan worth up to USD 100 million [3] - NIO (NIO.US) rose 10.02% as Morgan Stanley highlighted strong orders for the ES8 and a shift in market sentiment towards next year's models [3] - XPeng Motors (XPEV.US) increased by 5.46% as it announced the official launch of the new P7 model on August 27 [3] - Boeing (BA.US) rose 3.51% after Korean Air announced a purchase order for aircraft valued at approximately USD 36.5 billion [4]

Core Viewpoint - Bitmine Immersion Technologies has increased its Ethereum holdings by approximately 33% over the past week, reaching a total of $8.8 billion, making it the largest Ethereum reserve company [1] Group 1: Company Strategy - Bitmine has been accumulating Ethereum through capital raises and strategic acquisitions, mirroring the operational strategy of Michael Saylor [1] - The company's goal is to hold 5% of the total circulating Ethereum supply globally [1] Group 2: Market Performance - Bitmine's stock price rose by 2% in pre-market trading, reaching $50.59 [1] - The company's market capitalization stands at $8.605 billion [1] - The stock has experienced a 52-week high of $161.00 and a low of $1.927 [1]