以太坊：BitMine购入17,362枚ETH，持仓接近总供应量的5%

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BitMine Immersion Technologies 在以太坊积累战略中达成重大里程碑

BitMine Immersion Technologies 近期在其以太坊（ETH）积累战略中取得了新的重大进展。该公司由汤姆·李（Tom Lee）领导，上周额外购买了 17,362 枚 ETH，目前持有的代币总量已超过 600 万枚。这一数量占总供应量的近 5%，进一步巩固了其作为全球最大以太坊加密资产库的地位。此举不仅彰显了其实力，更深刻反映了机构投资者对该数字资产日益增长的信心。

核心要点摘要

大规模增持： BitMine 在一周内购入 17,362 枚 ETH，使其加密资产持仓量达到 6,001,302 枚。
市场份额逼近目标： 公司目前持有约 4.9% 的以太坊总供应量，距离 5% 的目标仅一步之遥。
资产规模庞大： BitMine 的加密金库总值达 172 亿美元，其中包括现金及有价证券。
牛市周期确认： 汤姆·李确认，自 2026 年 6 月底以来，加密市场的牛市周期已经启动。
质押收益显著： BitMine 质押了 5,067,309 枚 ETH，预计年化回报率为 3.58 亿美元。

以太坊：BitMine 突破 600 万枚 ETH 大关，市场回调中逆势布局

根据 2026 年 9 月 28 日（星期一）发布的公告，这家总部位于纽约、股票代码为 BMNR 的全球领先以太坊金库管理公司宣布，截至 9 月 27 日，其持有的 ETH 总量为 6,001,302 枚。数据显示，相比一周前增加了 17,362 枚 ETH，按 Lookonchain 的数据计算，价值约为 4,682 万美元。

目前，BitMine 持有的 6,001,302 枚 ETH 约占流通供应量 1.221 亿枚中的 4.9%。以 Coinbase 记录的 2,698 美元价格计算，该公司的加密金库价值已超过 160 亿美元。

在市场回调期间为何继续买入？BitMine 给出了方法论式的答案：自 2025 年 6 月 30 日以来，无论价格如何波动，公司每周都坚持购买 ETH。此前以太坊价格在触及 2,700 美元后出现下跌，散户投资者感到担忧，但在加密市场中，这种逆势操作被视为大胆且坚定的策略。BitMine 总裁汤姆·李称这是一项“非凡的成就”，公司在不到十五个月的时间里实现了这一目标，且从未间断过每周的购买计划。

以太坊质押：BitMine 如何实现资产增值

对于 BitMine 而言，仅仅购买以太坊是不够的，他们致力于让资产产生效益。“质押”是指锁定 ETH 以帮助以太坊网络验证交易，从而获得以 ETH 形式支付的奖励。对加密投资者来说，这类似于银行存款利息。

According to the company's official statement, the company has locked 5,067,309 ETH items for pledge. The value of these assets is close to US$13.7 billion, accounting for 84% of its total holdings. Through pledge, BitMine converts Ethereum reserves into a source of revenue. The annualized rate of return for the past seven days showed 2.62%.

The platform is called MAVAN (Made in America Validator Network), a service BitMine launched this year for its own Ethereum vault. Subsequently, the platform was opened to institutional investors and crypto market custodians. It is predicted that if all inventory is locked through MAVAN and its partners, the company will expect to receive annual revenue of US$424 million; with the promised portion, annual revenue is expected to be US$358 million. It should be noted that these are forecasts based on the company's own calculations, rather than audited financial statements, and the seven-day yields they rely on may fluctuate.

5% Target: How far is there in this crypto race?

5% of the 122.1 million ETH in circulation supply is approximately 6.105 million. BitMine currently holds 6.001 million ETH units, so it is still short of about 104,000 ETH units before reaching the circulation supply target of 5%. Based on this week's buying rate, it is expected that the goal will be reached in about six weeks.

Among the goals that the company calls "5% alchemy" internally, BitMine said it had achieved 98% of its progress in 15 months. On June 26, 2026, the company joined the Russell 1000 Index (U.S. Large Cap Index). Its stock trading volume ranks among the best in the United States, which is rare for crypto assets: average daily trading volume reaches US$1.1 billion, ranking 94th out of 5,704 stocks. According to Bitcoin.com, the stock price rose about 15% to $27.25 within a month.

Tom Lee said: "We are seeing signs of confirmation that a crypto bull market is underway." He added that although institutions currently have insufficient exposure in the crypto space, they are expected to strengthen their positions by the end of 2026.

Ethereum vs Bitcoin: Changes in the corporate crypto vault landscape

Bitcoin still has the advantage in terms of scale. After Strategy, led by Michael Saylor, recently purchased 1,665 BTC, its total holdings reached 847,666 BTC, worth more than US$70 billion. As a result, BitMine ranks second in the global crypto vault and ranks first in the Ethereum field.

However, in terms of performance, Ethereum outperforms the largest cryptocurrency on the market. In the past three months, Ethereum has gained nearly 72%, compared with about 43% for Bitcoin. Since the beginning of the third quarter, BitMine claims that ETH has outperformed the S & P 500 by even 6,728 basis points (or 67.28 percentage points).

It is worth noting that BitMine does not put all eggs in the same basket. In addition to Ethereum, its portfolio also includes: