智通财经APP获悉，周五，加密货币概念股强势上涨，截至发稿，Bitfarms(BITF.US)大涨超13%， Cipher Mining(CIFR.US)涨超12.8%，IREN Ltd(IREN.US)涨超10%，Coinbase(COIN.US)涨超7.5%， Robinhood(HOOD.US)涨超4.7%，Bitmine Immersion Technologies(BMNR.US涨近4%，Circle(CRCL.US) 涨超3%，Strategy(MSTR.US)涨超2%。 ...

智通财经APP获悉，周三，币圈部分股票延续近期下跌趋势，截至发稿，Strategy(MSTR.US)跌超2%， Coinbase(COIN.US)跌超3.4%, Bitmine Immersion Technologies(BMNR.US)跌超2.8%，SharpLink Gaming(SBET.US)跌超3%，Circle(CRCL.US)微跌。 ...

智通财经APP获悉，周一，加密货币概念股集体回暖，截至发稿，Strategy(MSTR.US)涨超4.8%， CleanSpark(CLSK.US)涨超11%，Bitmine Immersion Technologies(BMNR.US)涨超7%，Mara Holdings(MARA.US)涨超7%，Robinhood(HOOD.US)涨超4%，Circle(CRCL.US)涨超2.9%， Coinbase(COIN.US)涨超3%。比特币周末重新站上11万美元，现涨超1.7%，报111050美元。以太坊重新 站上4000美元，现报4036.14美元。 ...

（来源：吴说） 吴说获悉，BitMine Immersion Technologies（NYSE: BMNR）宣布过去一周新增购入约 20.38 万枚 ETH，其加密资产与现金总持有量达 134 亿美元，其中包括 324 万枚 ETH、192 枚 BTC、2.19 亿美元 现金及 1.19 亿美元的 Eightco Holdings 股权。 来源：市场资讯 ...

Group 1: Crypto Mining - Bitmine Immersion Technologies, Inc. (NYSE:BMNR) was highlighted as a favorable investment by Bryn Talkington, managing partner of Requisite Capital Management, during CNBC's "Halftime Report Final Trades" [1] - B. Riley Securities analyst Fedor Shabalin initiated coverage on Bitmine Immersion Technologies with a Buy rating and set a price target of $90 [1] Group 2: Auto Retail - AutoZone, Inc. (NYSE:AZO) opened 304 new stores this year, indicating expansion in the auto retail sector [2] - AutoZone reported fourth-quarter earnings per share of $48.71, which missed the analyst consensus estimate of $50.91, and quarterly sales of $6.242 billion, reflecting a 0.6% year-over-year increase but also falling short of the expected $6.245 billion [2] Group 3: Aviation - FTAI Aviation Ltd. (NASDAQ:FTAI) is considered to be in the right sector, although it is viewed as somewhat risky due to unfavorable chart patterns [3] - RBC Capital analyst Ken Herbert reiterated an Outperform rating for FTAI Aviation and maintained a price target of $185 [3] Group 4: Price Action - Bitmine Immersion Technologies shares fell 2.4% to close at $49.85 [5] - FTAI Aviation shares declined 1.8% to close at $166.67 [5]

BitMine Co-Founder Tom Lee said its Ethereum staking solution is coming soon. | Credit: CCN. Key Takeaways BitMine is preparing to roll out its own Ethereum staking solution. Ethereum’s founders are coordinating upgrades aimed at making the network more accessible for Wall Street firms, Lee said. While BitMine continues to pursue its goal of owning 5% of all ETH, Lee dismissed concerns about centralization. BitMine Co-Founder and CEO Tom Lee has revealed that the digital asset treasury (DAT) firm ...

Core Insights - The digital asset treasury (DAT) sector is losing momentum, with valuations collapsing and many firms trading below their underlying asset value, indicating a potential bubble burst [2][3][6] - BitMine Immersion Technologies Inc. aims to replicate the successful Bitcoin accumulation strategy of Strategy Inc. by holding Ethereum, with plans to increase its holdings to 5% of Ethereum's total supply [4][5] Group 1: Digital Asset Treasuries Overview - The DAT trend, which gained traction over the past two years, is now facing skepticism as investor appetite cools [2][5] - Many DATs are trading below the value of their cryptocurrency holdings, reflecting thin liquidity and reduced institutional demand [6][7] Group 2: BitMine Immersion Technologies Inc. - BitMine holds over three million ETH, approximately 2.5% of the total supply, and has a market capitalization exceeding $15 billion [4] - The company positions itself as a bridge between Wall Street and blockchain innovation, emphasizing Ethereum's role in tokenized assets and stablecoin settlements [4][5]

Core Insights - Bitmine Immersion Technologies, Inc. (BMNR) experienced a significant drop in share price, falling by 6.91% to close at $52.92 as investors engaged in profit-taking after previous gains [1] - The company recently acquired 202,037 Ethereum (ETH) tokens, increasing its total ETH holdings to over 3 million, which represents approximately 2.5% of the total ETH supply [2] - Bitmine aims to reach its goal of holding 5% of the total ETH supply, indicating a strategic long-term investment approach in the cryptocurrency market [3] Financial Position - In addition to its Ethereum holdings, Bitmine holds 192 Bitcoins, a $135 million stake in Eightco Holdings, and $104 million in unencumbered cash [4] - Bitmine is recognized as the largest holder of Ethereum tokens and the second largest cryptocurrency treasury holder, following Strategy Inc. [4]

Core Insights - China Renaissance Holdings is preparing to establish its own crypto treasury, aiming to raise $600 million to focus on accumulating BNB [2][3] - The investment bank will collaborate with YZi Labs, contributing $200 million each, and has already committed $100 million of its own capital towards BNB accumulation [3] Group 1: Company Strategies - The move by China Renaissance mirrors the strategy of Strategy Inc., which has inspired other publicly listed companies to hold digital assets [4] - Strategy Inc. recently added 220 BTC to its holdings, bringing its total to 640,250 BTC, while BitMine expanded its holdings to over 3 million ETH by purchasing 202,037 ETH [4] Group 2: Market Context - Corporate crypto treasuries have collectively accumulated over 1.3 million BTC and 5.5 million ETH as of 2025, according to Acheron Trading's CEO [5] - The premium associated with companies holding token treasuries is diminishing, despite macroeconomic factors typically driving capital towards hard assets [6]

Core Viewpoint - Bitcoin-related stocks experienced a widespread decline, reflecting a negative sentiment in the cryptocurrency market as Bitcoin and Ethereum prices fell significantly [1] Group 1: Stock Performance - Strategy (MSTR.US) dropped over 2.6% [1] - Bitmine Immersion Technologies (BMNR.US) fell more than 7% [1] - SharpLink Gaming (SBET.US) decreased by over 5% [1] - Circle (CRCL.US) declined more than 3.5% [1] - Coinbase (COIN.US) saw a drop of over 2.3% [1] Group 2: Cryptocurrency Prices - Bitcoin price fell over 3%, currently at $111,670 [1] - Ethereum price decreased by more than 6.7%, currently at $3,987 [1]