Bitmine Immersion Technologies增持7520万美元以太坊,持仓占比达4.9%
Bitmine Immersion Technologies 上周购入价值约 7520 万美元的以太坊(ETH),使其总持仓量攀升至 598 万枚 ETH,占市场流通供应量的 4.9%。与此同时,公司董事长 Tom Lee 表示,机构投资者目前对加密货币的配置比例仍然偏低。
关键要点
- Bitmine 上周买入 27,562 枚 ETH,使总持仓量达到 5,983,940 枚。
- 该公司目前持有以太坊总供应量(1.221 亿枚)的约 4.9%。
- Lee 预计,机构投资者将在 2026 年最后三个月增加加密资产配置。
Bitmine 的以太坊持仓动态
据数据显示,Bitmine 在上周一以每枚 2,727 美元的价格购入了 27,562 枚 ETH,价值约为 7520 万美元。此次购买标志着该公司连续 15 个月持续增持以太坊的趋势得以延续。
随着这一收购完成,Bitmine 的持仓总量升至 5,983,940 枚 ETH,约占以太坊报告流通供应量 1.221 亿枚的 4.9%。目前,该公司的持仓规模已接近其设定的 5% 目标。此外,Bitmine 已将 5,067,309 枚 ETH(约占其持仓总量的 85%)进行质押,并预计年化质押收入可达 3.57 亿美元。
Building on Friday's 8% gain, Bitmine shares rose a further 5.8% in pre-market trading on Monday. At the same time, ETH prices also reached their highest level since the end of January.
Tom Lee's Market Outlook
Tom Lee pointed out that after favoring AI-related stocks at the beginning of the year, institutional investors have reduced their allocation of cryptocurrencies for most of 2026. However, according to CoinDesk, Ethereum prices have risen 76% since the end of June, while the S & P 500 index has risen only about 2% over the same period.
Lee sees this gap as a potential catalyst. "We expect institutional investors to significantly increase their exposure to crypto assets in the last three months of 2026," he said. At the same time, he also mentioned the trend of tokenization and the application of blockchain technology in the field of artificial intelligence. These arguments explain why Bitmine continues to expand its already large positions despite Ethereum's sharp rise in the third quarter.
It needs to be emphasized that this is only Lee's view of market trends, not an established fact. However, Bitmine's nearly 6 million ETH positions do demonstrate a corporate treasury management strategy: by directly holding token exposure and combining pledge proceeds, it accounts for nearly one-twentieth of the reported circulation supply.
Bitmine launched its Ethereum treasury strategy on June 30, 2025, and said it has purchased ETH every week since then, steadily moving towards its announced 5% supply target.

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