智通财经7月29日电，以太坊持仓量第一的美股加密储备公司Bitmine Immersion（BMNR）披露数据， 目前比特币总持有量达到192枚，以太坊总持有量达到约62.5万枚，该公司已增持58224枚以太坊，每股 资产净值为22.77美元。今日晚间BMNR宣布10亿美元股票回购计划。 BMNR以太坊总持有量增至约62.5万枚，位列机构持仓第一 ...

Tom Lee, Chairman of BitMine, launches "Chairman's Message" monthly video series BMNR investor presentation describes "the Alchemy of 5%" LAS VEGAS, July 28, 2025 /PRNewswire/ -- (NYSE AMERICAN: BMNR) BitMine Immersion Technologies ("BitMine" or the "Company") today announced the release of an investor presentation on its website titled "the Alchemy of 5%" and the launch of a monthly video series called "The Chairman's Message." BitMine Immersion Technologies, Inc. (PRNewsfoto/BitMine Immersion Technologies ...

Core Insights - Bitmine Immersion Technologies has experienced a significant stock price increase of over 400% since announcing its Ethereum treasury strategy [1][2] - The company has pivoted from Bitcoin mining to focusing on Ethereum as its primary financial reserve, indicating a strategic shift in its business model [7][10] Company Overview - Bitmine's core business involves Bitcoin mining, utilizing immersion-cooled mining technology that is claimed to be more cost-effective and environmentally friendly compared to traditional methods [3] - The company also provides mining-as-a-service and Bitcoin treasury consulting services [3] Financial Performance - For fiscal 2024, Bitmine reported revenues of $3.3 million, reflecting a 413% year-over-year increase, primarily driven by its mining operations [4] - Despite the revenue growth, the company reported a net loss of $3.29 million, although its net cash used in operating activities showed improvement compared to the previous year [4] Strategic Moves - On June 30, Bitmine announced a $250 million private placement to fund its first Ethereum purchase, marking a significant strategic pivot [7] - The company aims to acquire and stake 5% of the overall Ethereum supply, holding 300,657 Ethereum tokens valued at over $1 billion as of July 17 [9][10] Market Position - Bitmine's stock has been volatile, peaking at $161 per share in early July before settling around $42 per share by July 24 [8] - The company is viewed as a "digital asset treasury" firm, differentiating itself from traditional Bitcoin miners [12] Investment Interest - Cathie Wood's Ark Investment Management has invested in Bitmine, purchasing 4.4 million shares, indicating strong institutional interest [2][11] - Other notable investors, such as Peter Thiel, have also taken positions in Bitmine, further validating its market potential [12] Valuation Metrics - Bitmine's price-to-sales (P/S) ratio stands at 16 on a trailing-12-month basis, suggesting it is trading at a premium compared to other crypto miners [14] - The company's valuation appears to be heavily influenced by its Ethereum holdings rather than its operational fundamentals [16][17]

Core Insights - BitMine's current holdings of Ethereum (ETH) exceed $2 billion, significantly surpassing the initial $250 million private placement proceeds by over 700% [1][2] - The company holds a total of 566,776 ETH, valued at approximately $3,643.752 per ETH as of July 23, 2025 [1] - BitMine aims to acquire and stake 5% of the overall ETH supply, indicating a strong commitment to the Ethereum ecosystem [2] Company Strategy - The company is focused on an asset-light treasury strategy, which includes reinvesting cash flows and utilizing capital markets activities to lower the cost of capital [2] - BitMine's performance metric goal is to increase ETH held per share through various strategies, including staking yield and the appreciation of ETH value [2] - The CEO of BitMine expressed commitment to advancing the Ethereum treasury strategy, highlighting the company's long-term vision for growth in the Ethereum space [3] Business Operations - BitMine operates in the Bitcoin and Ethereum networks, focusing on long-term investment in cryptocurrencies through mining operations and capital raising transactions [4] - The company's operations are strategically located in low-cost energy regions, including Trinidad and Texas [4]

Core Viewpoint - BitMine aims to acquire 5% of the global Ethereum (ETH) supply, positioning itself as a significant institutional holder in the Ethereum ecosystem [1][3]. Company Overview - BitMine Immersion Technologies focuses on long-term investment in cryptocurrencies, including Bitcoin and Ethereum, through mining operations and capital raising [4]. - The company operates in low-cost energy regions, specifically in Trinidad and Texas [4]. Options Trading - Options trading for BitMine's common stock commenced on July 23, 2025, under the ticker symbol "BMNR," enhancing investor access and liquidity [2][3]. - The introduction of options trading is seen as a major milestone, reflecting growing confidence in the company's vision and growth strategy [3]. Strategic Goals - The company has set an ambitious goal to become one of the largest institutional holders of Ethereum globally, which is supported by its treasury strategy [3].

Group 1 - ARK Invest has acquired $182 million of BitMine equity, totaling 4,773,444 common shares [1] - BitMine plans to invest 100% of the net proceeds ($177 million) from the ARK sale to acquire Ethereum (ETH) [1] - BitMine aims to reach a target of acquiring 5% of ETH, supported by notable investors including Cathie Wood and others [1][3] Group 2 - BitMine is focused on Bitcoin and Ethereum network operations, including Bitcoin mining and advisory services [4] - The company's operations are strategically located in low-cost energy regions such as Trinidad and Texas [4]

Group 1 - Companies are increasingly diversifying their cryptocurrency holdings beyond Bitcoin, with a notable rise in Ethereum and its native token Ether as part of their strategy to engage with decentralized finance and the underlying technology infrastructure [1][2] - Coinbase Global holds over $440 million in Ethereum assets, reflecting a trend where more companies are incorporating cryptocurrency into their balance sheets [1] - Ethereum's price surged 60% in the past month, currently hovering around $3,800, although it remains below its historical high of $4,600 reached in 2021 [1] Group 2 - Ethereum has over 51% market share, becoming the mainstream infrastructure for businesses and consumers to transact directly without banks, with tokenization seen as a "killer app" for Ethereum [2] - Companies like BitMine and SharpLink Gaming are actively raising funds to purchase Ether, mirroring the strategies of firms increasing their Bitcoin holdings [2] - BitMine recently announced it holds over $1 billion in Ether, positioning itself as a pure play on Ethereum, which reflects a strong belief in its long-term value [3] Group 3 - The recent signing of the GENIUS Act by Trump, which regulates stablecoins, has positively impacted companies like Circle, whose stock surged over 600% since its IPO, as it operates on the Ethereum network [3] - Not all companies view Ethereum and Bitcoin equally; some, like Strategy, remain focused solely on Bitcoin, while others see Ethereum as a complementary strategy rather than a replacement [4] - The value of blockchain networks and assets like Ether is expected to rise as more enterprises and institutional investors innovate on the blockchain [4]

Company Overview - BitMine has surpassed $1 billion in Ethereum holdings, exceeding the initial $250 million private placement proceeds by over 300% [1][2] - The company aims to acquire and stake 5% of the overall ETH supply, indicating a strong commitment to Ethereum's long-term value [2][3] - BitMine's business model includes Bitcoin mining, synthetic Bitcoin mining, and advisory services related to Bitcoin and Ethereum [3] Financial Performance - As of July 17, 2025, BitMine's ETH holdings total 300,657 at a price of $3,461.89 per ETH [1] - The company holds 60,000 ETH through in-the-money options, representing approximately $200 million in notional value, backed by an equal amount of unencumbered cash [5] Strategic Goals - The company is focused on increasing ETH held per share through reinvestment of cash flows, capital markets activities, and staking yield [2] - BitMine's Ethereum treasury strategy is designed to strengthen the broader Ethereum ecosystem [1][3]

Stakeholder Disclosure - Peter Thiel disclosed a 9.1% stake in Tom Lee's BitMine (BMNR) [1] Market Reaction - BMNR stock price increased by 12% after hours following the disclosure [1]

Core Insights - BitMine has surpassed $500 million in Ethereum (ETH) holdings, exceeding the initial $250 million raised through a private placement by over 100% [1][2] - The company's current ETH holdings total 163,142 at a price of $3,072.67 per ETH [1] - The strategy aims to strengthen the broader Ethereum ecosystem and increase the company's stake in the Ethereum network [2][3] Company Strategy - The CEO of BitMine expressed satisfaction with the significant addition to the ETH treasury just three days after closing the private placement [3] - The company aims to increase ETH held per share through reinvestment of cash flows, capital markets activities, and staking yield [3] - BitMine's approach is compared to other companies like Microstrategy, which has benefited from large Bitcoin holdings, suggesting a similar potential for ETH treasuries [4] Business Operations - BitMine focuses on long-term investment in Bitcoin and Ethereum, with operations in low-cost energy regions [5] - The company engages in Bitcoin mining, synthetic Bitcoin mining, and advisory services related to Bitcoin [5]