Core Insights - Bitmine has staked a total of 2,009,267 ETH, representing 3.52% of the total ETH supply, and aims to reach 5% within the next six months [1][2][8] - The company has a total asset value of $12.8 billion, which includes 4.243 million ETH tokens, $682 million in cash, and other crypto holdings [1][2] - Bitmine has made a significant investment of $200 million into Beast Industries, which is part of its strategy to diversify its holdings [3] Company Holdings - As of January 25, 2026, Bitmine's crypto holdings consist of 4,243,338 ETH valued at $2,839 per ETH, 193 Bitcoin, and stakes in Beast Industries and Eightco Holdings [2] - The total cash holdings amount to $682 million, contributing to the overall asset value of $12.8 billion [1][2] Staking and Future Plans - Bitmine's staked ETH has increased by 171,264 in the past week, with a current staking rate of 2.81% [8] - The company is developing the Made in America Validator Network (MAVAN), which is expected to launch in Q1 2026, aimed at providing secure staking infrastructure [9][14] Market Position - Bitmine is recognized as the largest ETH treasury globally and ranks as the second-largest treasury in the world, following Strategy Inc. [10] - The company is one of the most actively traded stocks in the US, with an average daily trading volume of $1.2 billion, ranking 91st among US-listed stocks [11] Industry Context - Recent discussions at the World Economic Forum in Davos highlighted the growing acceptance of digital assets and the convergence of traditional and digital finance [4][5] - Industry leaders, including Larry Fink of BlackRock and David Sacks from the White House, emphasized the importance of tokenization and the integration of banking and crypto [5][6]

Now that dual share classes are a reality, what’s next for ETFs? Some say tokenization. The $18 billion issuer F/m Investments took a major step toward such a future last week by filing an application with the Securities and Exchange Commission seeking to tokenize shares of its F/m US Treasury 3 Month Bill ETF (TBIL). The move would allow TBIL, which invests in a single three-month Treasury bill and cash equivalents, to trade on both traditional brokerage platforms and digital-first ones without changing ...

Core Insights - Digital asset treasuries are rapidly accumulating significant amounts of crypto assets, with SharpLink Gaming focusing on long-term stability rather than aggressive accumulation strategies [1][2] Company Strategy - SharpLink Gaming aims to differentiate itself by being a disciplined digital asset treasury, prioritizing shareholder value over mere accumulation of assets [2][4] - The firm has accumulated 865,797 ETH, valued at over $2.6 billion, but has not made major acquisitions since October, indicating a strategic pause to ensure accretive investments [2][3] Competitive Landscape - SharpLink Gaming lags behind BitMine Immersion Technologies, which holds over 4.2 million ETH valued at more than $12.6 billion and has made significant investments, including a recent $200 million into Beast Industries [3] Market Positioning - The firm emphasizes a systematic and methodical approach to operations, attracting long-term investors despite a 60% decline in share value over the past six months [4][5] - Institutional ownership of SharpLink's shares is reportedly increasing, suggesting that its long-term investment narrative is resonating with investors [4] Recent Developments - SharpLink recently staked $170 million of its ETH holdings on the Ethereum layer-2 network Linea, aiming to generate higher yields and additional incentives for investors [5]

Core Insights - R3 is undergoing a strategic reset to determine the best way for customers to move assets fully onchain, coinciding with a comprehensive review of the blockchain landscape [1] - The firm has established a strategic partnership with the Solana Foundation, viewing Solana as the optimal network for future onchain markets due to its structure and design [2][3] Company Developments - R3 supports over $10 billion in assets through its Corda blockchain platform, collaborating with major financial institutions such as HSBC and Bank of America [4] - The firm is focusing on tokenization, which is gaining traction among traditional financial institutions as a key use case for blockchain technology [5] Industry Trends - Decentralized finance (DeFi) activity is primarily concentrated on a few chains, with Ethereum leading in total value locked (TVL), while Solana is rapidly growing due to its high throughput and low fees [6] - Solana's DeFi ecosystem has surpassed $9 billion in TVL, positioning it as a leading network outside of Ethereum and demonstrating significant onchain transaction volume and active wallet engagement [7]

Core Insights - Ondo Finance has surpassed $2.5 billion in total value locked (TVL) across its tokenized products, making it the largest platform for tokenized U.S. Treasuries and tokenized stocks [1] Group 1: Tokenized U.S. Treasuries - Ondo leads the tokenized U.S. Treasury market with a TVL of approximately $2 billion, primarily driven by the Ondo U.S. Dollar Yield (USDY) product, which has exceeded $1 billion in TVL [2] - USDY is designed for global (non-U.S.) investors, offering a stablecoin-like experience with yield and is available on nine blockchains [2] - The Ondo Short-term U.S. Government Bond Fund (OUSG) has also seen significant growth, holding over $770 million in TVL and providing features such as round-the-clock subscriptions and redemptions, daily interest accrual, and multi-chain support [3] Group 2: Tokenized Stocks - Ondo is the largest platform for tokenized stocks, accounting for more than 50% of the total market share, despite entering the market later than competitors [4] - Since its launch in September 2025, Ondo Global Markets has surpassed $500 million in total value across more than 200 tokenized stocks, with tens of thousands of asset holders generating over $7 billion in cumulative trading volume [4] - The tokenized stocks are available on Solana, Ethereum, and BNB Chain, supported by major wallets, custodians, and exchanges [5]

Binance is considering bringing back tokenized stock trading on its platform, after abandoning the product in 2021. Stock tokens are digital representations of shares in public companies. Instead of owning a whole share of Apple or Microsoft, an investor can buy a fraction of a share — held and settled on a blockchain — mirroring the real-time price of the underlying asset. "Binance is committed to bridging traditional finance and crypto, expanding user choices while maintaining the highest regulatory s ...

Group 1: Robinhood Markets - Robinhood experienced significant growth in the past year, with third-quarter revenue approximately doubling year over year to about $1.27 billion and net income increasing by over 270% [2] - The company expanded its offerings, including popular event contracts and tokenization, contributing to strong customer engagement and a growing asset base [3] - Despite the growth, Robinhood's stock has become expensive, trading at 42.8 times forward earnings [3] Group 2: Tradeweb Markets - Tradeweb operates a professional trading platform that has achieved substantial growth and market share, finishing 2024 as the leading platform for U.S. electronic high-grade credit markets and holding a 22% share of U.S. Treasury trading volume [4] - Tradeweb faced challenges last year, with its stock declining 31% from its April peak due to high market volatility and decreased activity stemming from a government shutdown [5] - The company anticipates further growth opportunities as geopolitical tensions remain high, expecting normalized volatility and constructive conditions heading into 2026, supported by December trading volume hitting $63 trillion and a 27.5% year-over-year increase in average daily volume [6]

Key Takeaways Tom Lee’s Bitmine expanded its Ethereum holdings by more than $100 million. Traders are speculating over whether recent comments by BlackRock CEO Larry Fink signal support for Ethereum. Analysts, including Lee and Bitget Wallet’s Lacie Zhang, remain bullish on Ethereum’s long-term outlook. Tom Lee’s Bitmine has increased its exposure to Ethereum, according to blockchain data, as traders debate whether recent remarks by BlackRock Chief Executive Larry Fink amount to a signal for ETH. ...

Key Takeaways xStocks’ tokenized equities have crossed $3 billion in on-chain transfer volume. More than $500 million of that activity came from DEXes, signaling rising peer-to-peer trading. Combined centralized and on-chain trading now exceeds $17 billion, with over 57,000 unique wallet holders. While much of the crypto market has struggled to find direction in early 2026, one corner of blockchain finance is quietly accelerating. Tokenized stocks—digital representations of traditional equities—a ...

Company Overview - Tharimmune, Inc. (THAR) is a pre-revenue biotech research and development firm with no long-term debt [1] - The company reported annual expenses of $10.3 million and $7.6 million in unspecified revenue [1] Investment Strategy - The investment approach focuses on a diversified portfolio including low-cost index funds, U.S. T-Bills/Treasuries, investment real estate, and a small percentage of individual stocks [1] - Individual stocks are selected for long-term growth potential or to provide higher income compared to real estate investments [1] Current Holdings - Current individual stock holdings include AMZN, TSMC, EPD, TROW, and BMNR, with a long position in all except TROW, where covered calls are consistently sold [1] Analyst's Position - The analyst holds a beneficial long position in THAR through stock ownership, options, or other derivatives [1] - The article reflects the analyst's personal opinions and is not compensated beyond contributions to Seeking Alpha [1]