Core Insights - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as the third quarter comes to an end [1]. Group 1 - The focus is on identifying investment opportunities in stocks that may be undervalued [1]. - The article suggests that there may be a beneficial long position in BMNR that could be initiated within the next 72 hours [2]. - The information provided is intended for informational purposes and does not constitute a solicitation to buy or sell securities [3].

Group 1 - Bitmine Immersion Technologies (NYSE: BMNR) is positioning itself as a significant player in the Ethereum market, holding the largest Ethereum treasury globally [1] - The company is compared to MicroStrategy (MSTR) in its strategic approach to Ethereum investments [1] - The investment strategy focuses on growth at a reasonable price (GARP) while also exploring various investment opportunities [1] Group 2 - The author has developed market-beating algorithms using Python to identify attractive investment opportunities [1] - The author has experience as an analysis/news writer and editor, which has enhanced their understanding of market trends and investor interests [1] - The goal is to provide accurate and useful information, addressing misinformation prevalent in the market [1]

Market Overview - U.S. stock futures are lower, with Dow futures dropping more than 100 points on Monday [1] Company-Specific Movements - American Battery Technology Company (ABAT) shares fell 12.2% to $2.89 in pre-market trading after filing for a mixed shelf offering of up to $250 million [2] - Yueda Digital Holding (YDKG) shares tumbled 13.1% to $2.92 in pre-market trading, following a decline of over 3% on Friday [4] - Quantum Computing Inc. (QUBT) shares dipped 12.2% to $20.40 in pre-market trading, expecting a cash position of $850 million after closing a $500 million common stock private placement [4] - CEA Industries Inc. (BNC) shares declined 9.8% to $8.74 in pre-market trading, as the company authorized a $250 million stock buyback [4] - Amer Sports, Inc. (AS) shares slipped 9.2% to $34.01 in pre-market trading after announcing warm third-quarter revenue growth guidance [4] - Bitmine Immersion Technologies, Inc. (BMNR) shares declined 7.3% to $56.34 in pre-market trading after a gain of over 2% on Friday [4] - Strive, Inc. (ASST) shares fell 7% to $4.00 in pre-market trading after gaining more than 12% on Friday [4] - Upexi, Inc. (UPXI) shares dropped 6.2% to $6.17 in pre-market trading after a decline of around 4% on Friday [4] - DeFi Development Corp. (DFDV) shares declined 5.7% to $15.95 in pre-market trading, following the announcement of a strategic collaboration with ZeroStack [4]

（来源：吴说） 来源：市场资讯 吴说获悉，BitMine Immersion（纳斯达克代码：BMNR）宣布上周增持 264,378 枚 ETH，目前持仓已达 241.6 万枚，占网络供应量逾 2%，公司总加密及现金储备已达 114 亿美元。 ...

BitMine sells approximately 5.22 million shares at $70.00 per share and approximately 10.4 million warrants with a strike price of $87.50 BitMine common share sale is a 14% premium to the closing price of BitMine Common Stock on September 19, 2025 BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support BitMine's goal of acquiring 5% of E ...

Accessibility StatementSkip Navigation BitMine now owns greater than 2% of the ETH token supply as it moves towards the 'Alchemy of 5%' BitMine Crypto + Cash Holdings + "Moonshots" total $11.4 billion, including 2.416 million ETH Tokens, unencumbered cash of $345 million, and other crypto holdings BitMine is the 24th most traded stock in the US, trading $3.5 billion per day (5-day avg) BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund ...

Group 1 - The core viewpoint indicates that cryptocurrency-related stocks in the US market experienced a collective decline before the market opened on September 22 [1] - BMNR saw a drop of over 7% [1] - SharpLink Gaming fell nearly 6% [1] Group 2 - MARA and Circle both declined by more than 4% [1] - Bullish decreased by nearly 4% [1] - Coinbase and Strategy dropped by almost 3% [1]

bitmine ($bmnr) holds $10.8b of eth but trades at $8.66b market cap. you're buying 2.17m eth at 76 cents on the dollar. microstrategy trades at 2.5x its bitcoin holdings. same model, different asset, 70% discount. ark buying every dip below $40 for a reason ...

Core Thesis - Bitmine Immersion Technologies, Inc. (BMNR) has transitioned from a traditional cryptocurrency miner to the largest Ethereum treasury globally, holding over 1.71 million ETH tokens valued at $8.24 billion, with total holdings exceeding $8.82 billion [2][3] Financial Overview - BMNR's market capitalization is approximately $7.3 billion, indicating a 17% discount to its net asset value [2] - The company has approved a $1 billion share repurchase program, reflecting confidence in its stock valuation [3] Strategic Positioning - BMNR's Ethereum-focused strategy sets it apart from Bitcoin miners, reducing exposure to mining profitability cycles and providing direct leverage to ETH price appreciation [3] - The company aims to acquire 5% of Ethereum's total supply, supported by proprietary immersion cooling technology [3] Market Dynamics - BMNR benefits from institutional backing by prominent investors such as ARK Invest, Founders Fund, and Pantera Capital, enhancing its credibility in the market [2] - The company has a highly liquid trading profile, with a daily average volume of $2.8 billion [2] Catalysts and Opportunities - Near-term catalysts include the share buyback program, further ETH accumulation, and potential advantages from Ethereum ETF adoption [4] - Long-term growth prospects involve expanded staking, ESG-focused operations, and strategic partnerships [4] - BMNR represents a speculative investment opportunity for those with high risk tolerance and confidence in Ethereum's long-term adoption, offering downside protection through its asset base and upside potential if ETH appreciates [4]

Core Viewpoint - The cryptocurrency ecosystem stocks experienced a rise on Thursday, with significant gains in various companies related to Bitcoin and Ethereum [1] Group 1: Bitcoin-Related Stocks - Bit Digital (BTBT.US) increased by over 4.9% [1] - Hut 8 Mining (HUT.US) rose by more than 3.4% [1] - MicroStrategy (MSTR.US) saw an increase of over 5.8% [1] Group 2: Ethereum-Related Stocks - Bitmine Immersion Technologies (BMNR.US) surged by over 8% [1] - Bit Digital (BTBT.US) also rose by more than 5% [1] Group 3: Cryptocurrency Exchanges and Stablecoins - Coinbase (COIN.US) increased by over 4.6% [1] - Robinhood (HOOD.US) rose by more than 3.7% [1] - Circle (CRCL.US), a leading stablecoin provider, saw an increase of over 5.9% [1]