BitMine 兩倍做多 ETF

$Grayscale Bitcoin Mini Trust ETF(BTC.US)

比特幣自 1 月以來首次達到 8.5 萬美元，很難記得已經過了這麼久，而該資產全年都處於低迷狀態……但如果這是突破，那麼現在它更像是一個壓緊的彈簧。

考慮到加息和債券收益率的交易水平，這次反彈相當令人印象深刻。

對於那些相信週期的人來説，如果價格走勢繼續獲得動能，比特幣即將迎來全年都在討論的典型 9 月/10 月底部。同時也擺脱了《清晰度法案》未能通過的陰影。

這有助於$Robinhood(HOOD.US) $Coinbase(COIN.US) $Strategy(MSTR.US) $BitMine Immersion Tech(BMNR.US) 以及所有其他加密貨幣衍生品名稱，因為這些名稱在盤前交易中正接近 52 周高點。

來源：amit

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $BitMine Immersion Tech(BMNR.US) Bitmine ETH Holdings Reach 5.93 Million, Nearing Its 5% Ethereum Supply Target

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗶𝘁𝗺𝗶𝗻𝗲 holds 𝟱,𝟵𝟮𝟵,𝟭𝟵𝟴 𝗘𝗧𝗛, representing 𝟰.𝟵% of Ethereum supply.

➤ Total crypto, cash, securities and "moonshots" holdings reach $𝟭𝟱.𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Bitmine has 𝟱,𝟬𝟲𝟳,𝟯𝟬𝟵 𝗘𝗧𝗛 staked, valued at $𝟭𝟮.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Staked ETH represents approximately 𝟴𝟱% of Bitmine's Ethereum holdings.

➤ Bitmine acquired another 𝟮𝟴,𝟬𝟴𝟲 𝗘𝗧𝗛 during the past week.

➤ Annualized staking revenue is now projected at approximately $𝟯𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ 𝗘𝗧𝗛 has outperformed the S&P 500 by 𝟱,𝟰𝟯𝟬 basis points this quarter.

➤ 𝗕𝗠𝗡𝗥 shares gained 𝟵𝟵% quarter-to-date, ranking fourth in Russell 1000.

➤ Bitmine was added to the 𝗥𝘂𝘀𝘀𝗲𝗹𝗹 𝟭𝟬𝟬𝟬 on June 26, 2026.

➤ Bitmine remains the world's largest 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 corporate treasury.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Reaching 𝟰.𝟵% puts Bitmine close to its 𝟱% ETH accumulation goal.

➤ Its massive ETH position increases 𝗕𝗠𝗡𝗥's sensitivity to Ethereum prices.

➤ Staking converts Bitmine's treasury into a potentially significant recurring revenue source.

➤ Strong crypto performance could increase institutional interest in crypto-linked equities.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗧𝗵𝗼𝗺𝗮𝘀 "𝗧𝗼𝗺" 𝗟𝗲𝗲, Chairman of Bitmine:

"Since June 30th, 4 of the top 21 best performing stocks in the Russell 1000 are crypto-related equities. The outperformance is reflective of the fact that Ethereum is the best performing macro asset in Q3 so far. In our view, fund managers benchmarked to the Russell 1000 need to consider whether they have sufficient exposure to crypto given this group's outsized contribution to Russell 1000 gains this quarter. Notably, Bitmine's common stock is the 4th best performing with a gain of 99% compared to 3% for the Russell 1000 benchmark,"

𝗧𝗼𝗺 𝗗𝗲𝗠𝗮𝗿𝗸, Founder of DeMark Analytics and Capital Markets Advisor to Bitmine:

"In August, ETH moved sideways without a downside break and the 12-day metric expired, which implies a renewal of the upside move. We believe this further supports the continuation of the prior uptrend. We expect, last week's sharp one-day rally was a likely preview of the pending advance."

𝗧𝗵𝗼𝗺𝗮𝘀 "𝗧𝗼𝗺" 𝗟𝗲𝗲, Chairman of Bitmine:

"As we enter the final month of calendar Q3 2026, ETH is the best performing macro asset during the quarter, outperforming the S&P 500 by 5,430bp through last Friday. In fact, the top 3 performing assets since June 30th are ETH, BTC and SOL,"

"We believe this sets the stage for institutions to add to their crypto holdings given the substantial outperformance of crypto versus other macro assets in calendar Q3 so far."

"We believe there are multiple positive catalysts as we head into the final months of 2026,"

"These include the upcoming CLARITY Act vote scheduled in mid-September. Additionally, Korean investors have again started buying crypto and rotating away from AI stocks. The 4-year cycle is bottoming within the next few weeks in our view. And this sets the stage for what we expect to be sizable institutional participation in buying crypto in the final months of 2026, especially given the tailwinds of tokenization and Agentic-AI."

"This ETH/BTC ratio has moved up during crypto bull cycles, driven by increasing use of Ethereum relative to Bitcoin. These prior cycles were fueled by ICOs (2017-2018), NFTs (2020-2021), and stablecoins (2025). In this upcoming crypto cycle, we see the ETH/BTC ratio rising, driven by Wall Street tokenizing on the blockchain and by agentic-AI using blockchains,"

"Over the past week, we acquired 28,086 ETH. Bitmine's track record of consistent buying of crypto is unmatched by any public company in the world. Bitmine has bought ETH each and every week since the inception of the ETH Treasury Strategy on June 30, 2025,"

"Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $386 million on an annualized basis (using 2.61% 7-day BMNR yield),"

"Annualized staking revenues are now projected at $330 million. And this 5.1 million ETH is 85% of the 5.93 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.61% (annualized),"