Cryptocurrency Holdings - BitMine currently holds 3% of the total ETH (Ethereum) supply [1] - BitMine is progressing towards holding 5% of the total ETH supply, described as the 'Alchemy of 5%' [1] Company Information - FSInsight is associated with Thomas (Tom) Lee [1] - Fundstrat is playing the long game in the cryptocurrency market [1]

Ownership Concentration - Tom Lee 和 BMNR 持有 ETH 供应量接近 5% 的一半 [1] - 目前持有量已达 2.75% [1] Potential Impact - 行业观察者认为 Tom Lee 可能实现持有 ETH 供应量 5% 的目标 [1]

Market Analysis - Fundstrat 认为在竞争动态中，以太坊的质押比例可能超过 5%，甚至高达 10%，而不会扰乱生态系统 [1] - Tom Lee (@fundstrat) 在与 Arthur Hayes (@cryptohayes) 的播客中，呼吁 @BitMNR 的 ETH 供应量可能超过 5% [1]

Ethereum Supply & Holdings - Ethereum treasury firms and spot ETFs now hold over 10% of the total ETH supply [1]

Daily News 🗞 | Sep 23• Metaplanet becomes fifth-largest corporate Bitcoin treasury• BitMine holds over 2% of ETH supply, announces $365M offering• Toyota, Yamaha and BYD accept Tether in Bolivia• Bitcoin’s volatility drops below Nasdaq 100 firms as maturation marks milestone• Bitcoin hits 12-day lows, casting doubt on ‘Uptober’ rally#CryptoNews #PoloniexNEWS ...

Market Trend - US spot Ethereum ETFs now hold over 5% of ETH supply [1]

ETH 持有量 - ETH TreasuryCos + ETF 目前持有超过 1010 万枚 ETH [1] - 约占 ETH 总供应量的 8.3% [1] - 7 月 15 日该数值为 610 万枚 ETH，一个月内增加了 400 万枚 ETH [1]