Bitmine Immersion Technologies (BMNR) 宣布其以太坊持仓突破600万枚，加密货币、现金及有价证券总额达...

Bitmine Immersion Technologies (BMNR) 宣布以太坊持仓突破600万枚，加密资产、现金及有价证券总价值达172亿美元

Bitmine 持有总计1.221亿枚以太坊（ETH）中4.9%的供应量。在短短15个月内，Bitmine 已接近实现“5%炼金术”目标的98%。截至2026年第三季度，以太坊作为宏观资产的表现最佳，跑赢标普500指数6,728个基点。

Thomas Lee 将于2026年9月30日在KBW大会上发表主旨演讲。Bitmine 已于2026年6月26日被纳入罗素1000大型股指数的成分股。Bitmine的A系列优先股在纽约证券交易所交易，代码为BMNP。

Bitmine拥有5,067,309枚质押的以太坊，按每枚2,698美元计算，价值约为137亿美元。MAVAN（Made in America VAlidator Network，美国本土验证人网络）是BMNR及机构投资者首选的以太坊质押目的地。此外，Bitmine持有价值1.1亿美元的Eightco股份（纳斯达克代码：ORBS），使其成为全球少数几家能为投资者提供间接接触OpenAI机会的上市股票之一。

Bitmine's total value of crypto assets, total cash and marketable securities, and "high-risk, high-return projects"(Moonshots) reaches US$17.2 billion, including more than 6 million ETH tokens, US$672 million in cash and marketable securities, and other crypto asset positions. Bitmine continues to receive support from top institutional investors such as ARK's Cathie Wood, MOZAYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital, and individual investor Thomas "Tom" Lee, jointly helping Bitmine achieve its goal of acquiring 5% ETH.

Overview of core position data

As of 3:00 pm EST on September 27, 2026, the company's crypto asset positions include:

• Ethereum (ETH):6,001,302 units, unit price of US$2,698 (Source: Coinbase, Nasdaq: COIN).
• Bitcoin (BTC):213 coins.
• Beast Industries: US$180 million equity.
• Eightco Holdings: US$110 million equity (Nasdaq: ORBS), classified as a "high-risk, high-return project."
• Cash and marketable securities: US$672 million.

Bitmine's Ethereum accounts for 4.9% of the total Ethereum supply (122.1 million units).

Management Views and Market Outlook

Bitmine董事长Thomas “Tom” Lee表示：“Bitmine目前的以太坊总持仓已超过600万枚。这是在不到15个月内取得的巨大成就。我们已经开始看到积累近5%以太坊总供应量的协同效应和积极网络效应。”

Lee补充道：“此外，我们持续观察到加密牛市正在进行的确认信号，该牛市始于6月下旬。在我们看来，机构投资者目前对加密资产的配置仍然偏低，我们预计他们在2026年的最后几个月将增加其敞口。随着日历第三季度（2026年Q3）仅剩一周多一点的时间，以太坊作为宏观资产的超额表现仍在加强。本季度至今，ETH的表现优于其他宏观资产6,728个基点，这一优势远超其他资产类别。”

Tom Lee还将于2026年9月30日上午11:20（韩国标准时间）在首尔华克山庄酒店举行的2026韩国区块链周上担任主旨演讲嘉宾。这25分钟的主旨演讲是该亚洲领先的区块链和数字资产会议的一部分。

持续的收购记录与质押运营

Lee指出：“在过去的一周里，我们收购了17,362枚ETH。Bitmine一贯购买加密资产的历史记录在世界任何上市公司中都是无与伦比的。自2025年6月30日启动ETH国库策略以来，Bitmine每周都在购买ETH。”

As early as early as the beginning of 2026, Bitmine launched MAVAN (Native American Verifier Network), an institutional-level pledge platform. Although MAVAN was originally developed to support Bitmine's own Ethereum treasury, it has now expanded to serve institutional investors, custodians and ecosystem partners seeking best-in-class pledge infrastructure. Some of Bitmine's ETH has been pledged on the MAVAN platform.

As of September 27, 2026, Bitmine's total pledged ETH number was 5,067,309 (valued at US$13.7 billion based on US$2,698 per item). Lee said: "Bitmine has pledged more ETH than any other entity in the world. When the scale effect becomes apparent (i.e. Bitmine's ETH is fully pledged through MAVAN and its pledge partners), based on an annualized rate of return of 2.62%(7-day BMNR yield), the expected ETH pledge reward will reach US$424 million per year."

He continued: "Current expected annualized pledge revenue is US$358 million. These 5.1 million ETH accounted for 84% of the 6 million ETH held by Bitmine. Bitmine's own pledge business generated a 7-day yield of 2.62%(annualized)."

Market Position and Investment Strategy

Bitmine is one of the most widely traded stocks in the United States. According to Fundstrat data, as of September 25, 2026, the stock's average daily dollar trading volume was US$1.1 billion (5-day average), ranking 94th among 5,704 listed stocks in the United States, behind Twilio Inc (93rd) and ahead of Philip Morris International (95th).

Bitmine的加密资产持仓位居全球第一以太坊国库和第二全球国库，仅次于Strategy Inc.（据报道持有845,080枚BTC，价值约750亿美元）。Bitmine仍然是全球最大的以太坊国库。

Bitmine管理层认为，《GENIUS法案》和美国证券交易委员会（SEC）的“加密货币项目”对2026年金融服务的影响，堪比1971年8月15日美国结束布雷顿森林体系并将美元与黄金脱钩的这一历史性事件。55年前的这一事件是华尔街现代化的催化剂，造就了今天的华尔街巨头和金融支付通道。事实证明，这些投资比黄金更具价值。

关于Bitmine

Bitmine Immersion Technologies, Inc.（纽约证券交易所代码：BMNR）及其子公司（统称“Bitmine”或“公司”）是一家区块链技术基础设施公司，业务范围涵盖机构数字资产质押和验证服务、比特币挖矿以及战略性数字资产管理。作为全球领先的以太坊国库公司，它为机构投资者和公开市场参与者实施创新的数字资产策略。公司提供机构级的质押和验证基础设施——通过该平台赚取质押奖励和验证收入，并开展比特币挖矿活动。Bitmine战略性地持有数字资产，通过这些持仓产生收益，以支持流动性和资本形成。自2025年以来，公司已扩展其区块链基础设施能力，包括开发和部署MAVAN，这是其机构级质押和验证平台。公司的活动还包括对早期区块链机会的投资（“高风险高回报项目”投资）以及辅助挖矿、托管和咨询服务。