智通财经APP获悉，周一，加密货币概念股集体走强，BitMine Immersion Technologies(BMNR.US)大涨 25%，Coinbase(COIN.US)涨超4%，Strategy(MSTR.US)涨超3%、Robinhood(HOOD.US)涨超1%。消息面 上，随着机构投资者与企业资金买家需求持续释放，数字资产市场迎来新一轮涨势，比特币价格接近历 史高位，今日涨幅一度达3.2%，价格触及12.2万美元关口，距离7月中旬创下的历史纪录仅一步之遥， 现涨0.68%。周末市场反弹更推动以太坊一度突破4300美元，创下2021年12月以来最高水平，现涨 0.55%。 ...

格隆汇8月11日｜BMNR大涨14%，Coinbase、MARA Holdings涨超3%，Strategy、HUT 8涨超2%。消息 上，比特币升破12.2万美元接近纪录高位，美国国债投资者提振加密货币市场。 ...

每经AI快讯，8月11日，加密货币概念股开盘集体走高，BMNR涨14%，Coinbase、MARA Holdings涨超 3%，Strategy、HUT 8涨超2%。 ...

Core Insights - BitMine has become the largest ETH treasury globally, with holdings exceeding $4.96 billion, marking a $2.0 billion increase from the previous week [1][2][3] - The company aims to acquire 5% of the total ETH supply and is supported by notable institutional investors including ARK's Cathie Wood and Pantera [1][2] - BitMine is now the 25th most liquid stock in the US, with an average daily trading volume of $2.2 billion [1][3] Company Overview - BitMine launched its ETH Treasury strategy on June 30th, achieving significant milestones within five weeks, ranking as the third largest crypto treasury globally, behind Microstrategy and Mara Blockchain [2] - The company focuses on long-term investment in Bitcoin and Ethereum, with operations in low-cost energy regions [4] - BitMine's business lines include Bitcoin mining, synthetic Bitcoin mining, and advisory services for companies interested in Bitcoin revenues [4]

Group 1 - BitMine Immersion Technologies Inc. has become the most favored foreign stock among South Korean retail investors, reflecting their strong interest in high-risk, high-reward opportunities in the cryptocurrency market [1][3] - The company, supported by Peter Thiel's Founders Fund, has transitioned from Bitcoin mining to operating a digital asset reserve platform, currently holding $3.6 billion worth of Ethereum, making it the largest Ethereum reserve institution globally [1][3] - Since early July, South Korean retail investors have net purchased $259 million worth of BitMine stock, highlighting the ongoing speculative enthusiasm within this demographic [3] Group 2 - BitMine aims to emulate the business model of Michael Saylor's Strategy, shifting its strategic focus from Bitcoin to Ethereum, thus positioning itself among rapidly expanding digital asset reserve institutions [3] - The stock of BitMine has exhibited extreme volatility, with a peak increase of over 3000% following the announcement of its Ethereum accumulation plan, followed by a subsequent decline of 62% [5]

Group 1 - Ethereum experienced a short-term surge, breaking the $4000 mark [1] - U.S. stocks related to Ethereum reserves saw significant gains, with Bitmine Immersion Technologies (BMNR.US) rising nearly 14% [1] - BTCS Inc (BTCS.US) increased by over 7%, while GameSquare (GAME.US) and SharpLink Gaming (SBET.US) both rose by more than 4% [1]

格隆汇8月7日｜BTCS涨超7%，BMNR涨近7%，SBET涨超5%。消息面上，特朗普将签署行政命令允许 加密货币进入401(K)账户。 ...

Core Insights - BitMine has become the largest ETH Treasury in the world, holding over $2.9 billion in ETH, with a total of 833,137 ETH at a price of $3,491.86 per ETH as of August 3, 2025 [1][2] - The company aims to acquire 5% of the total ETH supply, positioning itself among notable institutional investors like Bill Miller III, Cathie Wood, and others [1][4] - BitMine's stock is now one of the most liquid in the US, trading an average of $1.6 billion per day, ranking 42nd among US-listed stocks [3] Company Strategy - BitMine launched its ETH Treasury strategy on June 30, 2025, and has rapidly increased its ETH holdings from zero to over 833,000 in just 35 days [2][3] - The company is focused on long-term investment in cryptocurrencies, leveraging its Bitcoin mining operations and capital raising transactions [6] Investor Sentiment - Bill Miller III expressed confidence in BitMine's management and its potential for profitability, particularly once ETH staking is activated [5] - The company is seen as a critical player in the digital infrastructure space as the financial system increasingly moves onto the blockchain [4]

忽然间，美股最吸引眼球的似乎不再是 AI，而是一堆濒临退市的垃圾公司。过去数月，美国资本市场正以前所未有的速度大规模发生金额越来越大的反 向收购案。 上市公司彻底抛弃原有的主营业务，将加密货币变成自己的基本面，股价在短时间内飙升数倍乃至数十倍。现在，美股已然成了币圈大搞金融实验的游乐 场。这一次，币圈 VC 真的把故事讲到了华尔街的耳朵里。 美股市场，"点炮人"在放 DAT 烟花 三个月之前投资 Sharplink 时，Primitive Ventures 完全没想到，这个美股市场里的加密新赛道会在如此短的时间里，变得如此拥挤。"那时候没有太多人在 讨论这些投资案例，跟现在的市场热度根本没法儿比，但其实也就一两个月的时间"，Primitive 合伙人 Yetta 说道。 今年 6 月，Sharplink Gaming 宣布完成 4.25 亿美元融资，成为美股首家以太坊储备公司，消息公布后，公司股价飙升，一度涨超 10 倍。Primitive 作为中 文圈唯一参与该投资案例的基金，在圈内引起关注。 "因为我们发现加密市场的流动性并不好，然而机构这边的购买力却非常强大，比特币 ETF 量一直很好，CME 上比特币 ...

每经AI快讯，7月30日，加密货币概念股盘初集体上行，BMNR涨超6%，MARA Holdings涨超4%，嘉 楠科技、Circle涨超3%，Coinbase涨超2%。 ...