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💎 SharpLink：纪律性 vs “僵尸投资”。以太坊数字资产库（DAT）的新战略
SharpLink 首席执行官 Chris Chalom 近期披露了公司的“数字资产库”（DAT）发展战略，其风格与竞争对手的激进扩张形成了鲜明对比。
核心观点总结：
🔹 目标：持有以太坊总供应量的 5%。公司计划占据 ETH 市场的核心地位，但强调“质量重于速度”。
🔹 拒绝稀释股东权益。与其他不断通过增发股票来购买资产的玩家不同，SharpLink 拒绝频繁融资。Chalom 强调：“我们不会为了积累而积累。”
🔹 反“僵尸 DAT”模式。SharpLink 批评那些投资分散、缺乏焦点的战略。当市场巨头（如 BitMine Immersion）向 MrBeast 的项目等外部领域豪掷数亿美金时，SharpLink 选择专注于以太坊本身及每股资本效率。
🔹 机构投资者的青睐。尽管 SBET 股价在过去半年下跌了 60%，但机构持有比例正在上升。CEO 认为，到 2026 年，市场将真正认可这种“专注且自律”的资产管理模式。
观点总结： 市场正在分化为两大阵营。一类是拥有海量 ETH 的多元化巨头，另一类是像 SharpLink 这样追求“纯粹”路径、排除杂音的纪律性工具。
你更看好哪种策略：是激进扩张，还是纪律性积累？👇
#以太坊 #ETH #SharpLink #加密货币新闻 #投资策略
SharpLink 首席执行官 Chris Chalom 近期披露了公司的“数字资产库”（DAT）发展战略，其风格与竞争对手的激进扩张形成了鲜明对比。
核心观点总结：
🔹 目标：持有以太坊总供应量的 5%。公司计划占据 ETH 市场的核心地位，但强调“质量重于速度”。
🔹 拒绝稀释股东权益。与其他不断通过增发股票来购买资产的玩家不同，SharpLink 拒绝频繁融资。Chalom 强调：“我们不会为了积累而积累。”
🔹 反“僵尸 DAT”模式。SharpLink 批评那些投资分散、缺乏焦点的战略。当市场巨头（如 BitMine Immersion）向 MrBeast 的项目等外部领域豪掷数亿美金时，SharpLink 选择专注于以太坊本身及每股资本效率。
🔹 机构投资者的青睐。尽管 SBET 股价在过去半年下跌了 60%，但机构持有比例正在上升。CEO 认为，到 2026 年，市场将真正认可这种“专注且自律”的资产管理模式。
观点总结： 市场正在分化为两大阵营。一类是拥有海量 ETH 的多元化巨头，另一类是像 SharpLink 这样追求“纯粹”路径、排除杂音的纪律性工具。
你更看好哪种策略：是激进扩张，还是纪律性积累？👇
#以太坊 #ETH #SharpLink #加密货币新闻 #投资策略
⚡️ SHARPLINK: DISCIPLINE OVER ACCUMULATION
CEO JOSEPH CHALOM SAYS SHARPLINK WON’T CHASE ACCUMULATION AT ALL COSTS, AIMING INSTEAD TO BE A "FOCUSED, DISCIPLINED DIGITAL ASSET TREASURY" IN 2026.
#SharpLink #DigitalAssets #Focus #Discipline #2026Goals
CEO JOSEPH CHALOM SAYS SHARPLINK WON’T CHASE ACCUMULATION AT ALL COSTS, AIMING INSTEAD TO BE A "FOCUSED, DISCIPLINED DIGITAL ASSET TREASURY" IN 2026.
#SharpLink #DigitalAssets #Focus #Discipline #2026Goals
#Ethereum Co-founder Flags Lag in Corporate Crypto Disclosure
#SharpLink CIO Matt Sheffield noted that 13F filings — used by asset managers to report holdings — can be delayed by up to 45 days, which affects how quickly the market sees institutional positioning. Joseph Lubin agreed and said disclosures from public companies increasing their crypto exposure carry the same delay.
He added that the market is adjusting to the macro environment, with institutional ownership in SharpLink steadily rising and confidence gradually strengthening.
$ETH $LINK
#SharpLink CIO Matt Sheffield noted that 13F filings — used by asset managers to report holdings — can be delayed by up to 45 days, which affects how quickly the market sees institutional positioning. Joseph Lubin agreed and said disclosures from public companies increasing their crypto exposure carry the same delay.
He added that the market is adjusting to the macro environment, with institutional ownership in SharpLink steadily rising and confidence gradually strengthening.
$ETH $LINK
💥😂 THEY DID *WHAT*?! SharpLink Just Went FULL ETH MAXI with 603.5M Buy!! 🚀💸
Okay, let’s talk real quick—imagine waking up and seeing *SharpLink Gaming*, a *publicly traded* U.S. company, casually scooping up *130,000ETH* for *603.5 MILLION* 🤯
Yep, they really did that.
👀 *What’s Going On?*
SharpLink isn’t just dabbling—they’re *doubling down* on Ethereum. This isn't retail FOMO. This is calculated, strategic accumulation by a company that likely sees ETH as future financial infrastructure.
🔍 *Why This Is HUGE:*
- *Massive signal* to Wall Street: Ethereum is no longer just tech—it’s becoming digital capital.
- Institutional adoption is heating up 🔥 — these guys don’t throw600M around for fun.
- It adds *major buying pressure* to ETH, especially with supply drying up on exchanges.
📈 *Predictions & Analysis:*
- ETH retesting all-time highs? Likely.
- Institutions may trigger a supply shock if they keep accumulating like this.
- More companies might follow if they see ETH as a strategic reserve asset, just like BTC.
🧠 *Tips for You:*
- Don’t ignore the signs. Big money moves = long-term conviction.
- ETH under $10K might be the steal of the cycle.
- Watch for ETH ETF volume & staking metrics — they’ll be key indicators.
- Consider dollar-cost averaging (DCA) if you believe in ETH’s long-term game.
SharpLink just said: “In ETH We Trust” 😂
Your move.
$ETH
$XNY
#Ethereum #ETH #SharpLink #CryptoNews #Bullish
Okay, let’s talk real quick—imagine waking up and seeing *SharpLink Gaming*, a *publicly traded* U.S. company, casually scooping up *130,000ETH* for *603.5 MILLION* 🤯
Yep, they really did that.
👀 *What’s Going On?*
SharpLink isn’t just dabbling—they’re *doubling down* on Ethereum. This isn't retail FOMO. This is calculated, strategic accumulation by a company that likely sees ETH as future financial infrastructure.
🔍 *Why This Is HUGE:*
- *Massive signal* to Wall Street: Ethereum is no longer just tech—it’s becoming digital capital.
- Institutional adoption is heating up 🔥 — these guys don’t throw600M around for fun.
- It adds *major buying pressure* to ETH, especially with supply drying up on exchanges.
📈 *Predictions & Analysis:*
- ETH retesting all-time highs? Likely.
- Institutions may trigger a supply shock if they keep accumulating like this.
- More companies might follow if they see ETH as a strategic reserve asset, just like BTC.
🧠 *Tips for You:*
- Don’t ignore the signs. Big money moves = long-term conviction.
- ETH under $10K might be the steal of the cycle.
- Watch for ETH ETF volume & staking metrics — they’ll be key indicators.
- Consider dollar-cost averaging (DCA) if you believe in ETH’s long-term game.
SharpLink just said: “In ETH We Trust” 😂
Your move.
$ETH
$XNY
#Ethereum #ETH #SharpLink #CryptoNews #Bullish
🚨 *JUST IN: SharpLink Gaming Buys 4,904 ETH Worth17M* 🇺🇸💰🔥
🎮 Publicly traded *SharpLink Gaming* has just *added another 4,904 ETH* to its treasury — a massive *17 million* crypto allocation move 🏦📈
—
🧠 Why It Matters:
- ✅ *Institutional Ethereum confidence* growing
- 🧲 Treasury diversification = long-term bullish
- 🐋 Signals potential *ETH supply squeeze* ahead
—
🔍 Analysis:
- This adds to the *institutional ETH buying spree* we’ve seen from other public firms
- Shows growing belief that *ETH will outperform* in the next cycle
- May also trigger *positive price pressure* if sustained accumulation continues
---
🚀 Market Impact:
- 📈 Boosts sentiment toward ETH & smart contract platforms
- 🔮 ETH potentially targeting $4K+ soon if accumulation pace holds
- 💥 Could lead to further *whale copy trades* and FOMO entries
$ETH
$XRP
$BTC
#ETH #Ethereum #SharpLink #CryptoNews #Bullish 🐳💼📊
🎮 Publicly traded *SharpLink Gaming* has just *added another 4,904 ETH* to its treasury — a massive *17 million* crypto allocation move 🏦📈
—
🧠 Why It Matters:
- ✅ *Institutional Ethereum confidence* growing
- 🧲 Treasury diversification = long-term bullish
- 🐋 Signals potential *ETH supply squeeze* ahead
—
🔍 Analysis:
- This adds to the *institutional ETH buying spree* we’ve seen from other public firms
- Shows growing belief that *ETH will outperform* in the next cycle
- May also trigger *positive price pressure* if sustained accumulation continues
---
🚀 Market Impact:
- 📈 Boosts sentiment toward ETH & smart contract platforms
- 🔮 ETH potentially targeting $4K+ soon if accumulation pace holds
- 💥 Could lead to further *whale copy trades* and FOMO entries
$ETH
$XRP
$BTC
#ETH #Ethereum #SharpLink #CryptoNews #Bullish 🐳💼📊
🚀 #Ethereum Holds $3,300 — Whales Eye $3,700 Next
$ETH is showing strength above $3,000 as whales scoop up 73,590 ETH in 24 hours and institutions like #SharpLink hold big bags (270K #ETH ).
📈 Altcoin season index hits 5-month high
📊 Bullish momentum building in technicals
🎯 Next key target: $3,700 if $3,500 breaks
With rising demand and altseason heating up, Ethereum could be gearing up for a major move.
#ETHBreaks3k #Write2Earn
$ETH is showing strength above $3,000 as whales scoop up 73,590 ETH in 24 hours and institutions like #SharpLink hold big bags (270K #ETH ).
📈 Altcoin season index hits 5-month high
📊 Bullish momentum building in technicals
🎯 Next key target: $3,700 if $3,500 breaks
With rising demand and altseason heating up, Ethereum could be gearing up for a major move.
#ETHBreaks3k #Write2Earn
⚡ TODAY: #SharpLink Gaming scoops up another 18,711 $ETH ($67M) from #Galaxy , while #BlackRock makes waves with a massive 162,199.53 $ETH buy worth $587M. 🔥
$ETH
#BinanceTurns8
#ShohanurRahmanShuvo
$ETH
#BinanceTurns8
#ShohanurRahmanShuvo
سهم SharpLink Gaming يرتفع بنسبة 7% بعد شراء إيثريوم بقيمة 30 مليون دولار
#اخبار سهم SharpLink Gaming يقفز 7% بعد شراء إيثريوم بقيمة 30 مليون دولار وتحصيص كامل للحيازات
اختتم سهم شركة SharpLink Gaming، المتخصصة في الرهانات الرياضية، تداولات يوم الثلاثاء بارتفاع بنسبة 7%، وذلك بعد أن عززت الشركة من حيازاتها من الإيثر $ETH عبر شراء جديد بقيمة 30 مليون دولار.
وقالت الشركة، يوم الثلاثاء، #ETH إنها اشترت 12,207 عملة إيثر بمتوسط سعر بلغ 2,513 دولارًا لكل عملة، وذلك خلال الأسبوع المنتهي يوم الجمعة، 20 يونيو. وبذلك، أصبحت تمتلك الآن أكثر من 188,000 إيثر تُقدّر قيمتها بنحو 457.4 مليون دولار.
وأشارت #SharpLink إلى أنها قامت ببيع 2.54 مليون سهم لجمع 27.7 مليون دولار، تم تخصيص معظمها لتعزيز استثماراتها في الإيثر.
وأضافت الشركة أنها قامت، حتى يوم الجمعة، بتحقيق تحصيص (Staking) كامل لحيازاتها من الإيثر، مما أسفر عن توليد 120 إيثر إضافية تُقدّر قيمتها بنحو 293,000 دولار.
وقال جوزيف لوبين، رئيس مجلس إدارة SharpLink وأحد مؤسسي شبكة إيثريوم، إن "زيادة حيازات الشركة من الإيثر تهدف إلى خلق قيمة طويلة الأمد لمساهمينا".
وكانت SharpLink قد جمعت 425 مليون دولار في شهر مايو الماضي لدعم خطتها في شراء الإيثر، كما عينت لوبين رئيسًا لمجلس إدارتها.
وفي 13 يونيو، قامت الشركة بشراء إيثر بقيمة 463 مليون دولار، ما جعلها الشركة المتداولة علنًا صاحبة أكبر حيازة من ETH على مستوى العالم.
سجّل سهم SharpLink (رمز التداول: ارتفاعًا بنسبة 7% في ختام جلسة الثلاثاء، ليغلق عند 9.66 دولارًا، كما ارتفع بنسبة 1.14% إضافية في التداولات اللاحقة، ليصل إلى 9.77 دولارًا، بحسب بيانات Google Finance.
وقد جاء هذا الارتفاع مدفوعًا بإعلان الشركة عن آخر عملية شراء كبرى للإيثر.
ارتفع سعر سهم Sharplink بأكثر من 7% يوم الثلاثاء إثر أنباء عن شرائه الأخير لعملة ETH. المصدر: Google Finance
ورغم هذا الصعود الأخير، لا يزال سهم SharpLink منخفضًا بنسبة تفوق 87% مقارنة بذروته المسجلة في 29 مايو، حين بلغ 79.21 دولارًا.
وخلال الربع المنتهي في مارس 2025، أفادت الشركة أن إيراداتها الصافية تراجعت بنسبة 24% على أساس سنوي، في حين انخفض هامش صافي الربح بشكل حاد بنسبة 110% خلال نفس الفترة.
المؤسسات تتجه نحو الإيثر
تشهد الأسابيع الأخيرة تصاعدًا في الطلب المؤسسي على الإيثر، رغم تقلبات السوق الناتجة عن الحرب بين إسرائيل وإيران.
ففي يوم الإثنين، قام كبار حاملي الإيثر بفتح مراكز شراء برافعة مالية مرتفعة على العملة المشفرة. وقد قام أحد "الحيتان" بفتح صفقة شراء بقيمة 101 مليون دولار مع رافعة مالية قدرها 25 ضعفًا.
وفي يوم الأحد، جمع حوت آخر إيثر بقيمة 39 مليون دولار، لترتفع حيازته إلى أكثر من 300 مليون دولار.
كما أُفيد الأسبوع الماضي بأن أكثر من 35 مليون عملة إيثر قد تم تحصيصها، وهو ما يمثل أكثر من 28% من إجمالي المعروض، تم قفلها في العقود الذكية بغرض توليد مكافآت التحصيص #MarketRebound
اختتم سهم شركة SharpLink Gaming، المتخصصة في الرهانات الرياضية، تداولات يوم الثلاثاء بارتفاع بنسبة 7%، وذلك بعد أن عززت الشركة من حيازاتها من الإيثر $ETH عبر شراء جديد بقيمة 30 مليون دولار.
وقالت الشركة، يوم الثلاثاء، #ETH إنها اشترت 12,207 عملة إيثر بمتوسط سعر بلغ 2,513 دولارًا لكل عملة، وذلك خلال الأسبوع المنتهي يوم الجمعة، 20 يونيو. وبذلك، أصبحت تمتلك الآن أكثر من 188,000 إيثر تُقدّر قيمتها بنحو 457.4 مليون دولار.
وأشارت #SharpLink إلى أنها قامت ببيع 2.54 مليون سهم لجمع 27.7 مليون دولار، تم تخصيص معظمها لتعزيز استثماراتها في الإيثر.
وأضافت الشركة أنها قامت، حتى يوم الجمعة، بتحقيق تحصيص (Staking) كامل لحيازاتها من الإيثر، مما أسفر عن توليد 120 إيثر إضافية تُقدّر قيمتها بنحو 293,000 دولار.
وقال جوزيف لوبين، رئيس مجلس إدارة SharpLink وأحد مؤسسي شبكة إيثريوم، إن "زيادة حيازات الشركة من الإيثر تهدف إلى خلق قيمة طويلة الأمد لمساهمينا".
وكانت SharpLink قد جمعت 425 مليون دولار في شهر مايو الماضي لدعم خطتها في شراء الإيثر، كما عينت لوبين رئيسًا لمجلس إدارتها.
وفي 13 يونيو، قامت الشركة بشراء إيثر بقيمة 463 مليون دولار، ما جعلها الشركة المتداولة علنًا صاحبة أكبر حيازة من ETH على مستوى العالم.
سجّل سهم SharpLink (رمز التداول: ارتفاعًا بنسبة 7% في ختام جلسة الثلاثاء، ليغلق عند 9.66 دولارًا، كما ارتفع بنسبة 1.14% إضافية في التداولات اللاحقة، ليصل إلى 9.77 دولارًا، بحسب بيانات Google Finance.
وقد جاء هذا الارتفاع مدفوعًا بإعلان الشركة عن آخر عملية شراء كبرى للإيثر.
ارتفع سعر سهم Sharplink بأكثر من 7% يوم الثلاثاء إثر أنباء عن شرائه الأخير لعملة ETH. المصدر: Google Finance
ورغم هذا الصعود الأخير، لا يزال سهم SharpLink منخفضًا بنسبة تفوق 87% مقارنة بذروته المسجلة في 29 مايو، حين بلغ 79.21 دولارًا.
وخلال الربع المنتهي في مارس 2025، أفادت الشركة أن إيراداتها الصافية تراجعت بنسبة 24% على أساس سنوي، في حين انخفض هامش صافي الربح بشكل حاد بنسبة 110% خلال نفس الفترة.
المؤسسات تتجه نحو الإيثر
تشهد الأسابيع الأخيرة تصاعدًا في الطلب المؤسسي على الإيثر، رغم تقلبات السوق الناتجة عن الحرب بين إسرائيل وإيران.
ففي يوم الإثنين، قام كبار حاملي الإيثر بفتح مراكز شراء برافعة مالية مرتفعة على العملة المشفرة. وقد قام أحد "الحيتان" بفتح صفقة شراء بقيمة 101 مليون دولار مع رافعة مالية قدرها 25 ضعفًا.
وفي يوم الأحد، جمع حوت آخر إيثر بقيمة 39 مليون دولار، لترتفع حيازته إلى أكثر من 300 مليون دولار.
كما أُفيد الأسبوع الماضي بأن أكثر من 35 مليون عملة إيثر قد تم تحصيصها، وهو ما يمثل أكثر من 28% من إجمالي المعروض، تم قفلها في العقود الذكية بغرض توليد مكافآت التحصيص #MarketRebound
🔥
BOM TẤN: SharpLink Gaming Tất Tay 1 TỶ USD Mua ETH – Ethereum Sẵn Sàng BÙNG NỔ?
🚀
SharpLink Gaming (NASDAQ: SBET) vừa tung cú sốc: 1 TỶ USD để gom Ethereum (ETH) làm kho bạc chiến lược, nâng cấp từ kế hoạch 425 triệu USD ban đầu!
😱
Lấy cảm hứng từ MicroStrategy, đây là bước đi “khủng” nhất từ trước đến nay!
💥
Vì sao siêu hot?
💰
Huy động 1 tỷ USD: Phát hành cổ phiếu mới để mua ETH và mở rộng kinh doanh.
📈
Cổ phiếu bùng nổ: SBET tăng 420% sau thông báo 425 triệu USD, đạt ~35,80 USD!
👨💼
Lãnh đạo đỉnh cao: Joseph Lubin (đồng sáng lập Ethereum, CEO Consensys) làm Chủ tịch HĐQT.
🤝
Đại gia hậu thuẫn: Consensys, Pantera Capital, Galaxy Digital, ParaFi Capital rót vốn.
⚡
Tác động ETH: Giá ETH vọt 4,5%, lãi suất mở hợp đồng tương lai chạm 36,1 tỷ USD!
Cơ hội hay rủi ro?
✅
Nén cung ETH: 120.000 ETH được mua và stake, có thể đẩy giá chạm 3.000 USD!
🌟
Kích hoạt altseason? Động thái này có thể kéo dòng tiền vào ETH và altcoin, khi Bitcoin Dominance (62,97%) đang chững.
⚠️
Rủi ro: Biến động giá ETH và tình hình tài chính SharpLink (lỗ 14 triệu USD năm 2023) là bài toán cần cân nhắc.
#SharpLink #Ethereum #Crypto #Altseason
$ETH
BOM TẤN: SharpLink Gaming Tất Tay 1 TỶ USD Mua ETH – Ethereum Sẵn Sàng BÙNG NỔ?
🚀
SharpLink Gaming (NASDAQ: SBET) vừa tung cú sốc: 1 TỶ USD để gom Ethereum (ETH) làm kho bạc chiến lược, nâng cấp từ kế hoạch 425 triệu USD ban đầu!
😱
Lấy cảm hứng từ MicroStrategy, đây là bước đi “khủng” nhất từ trước đến nay!
💥
Vì sao siêu hot?
💰
Huy động 1 tỷ USD: Phát hành cổ phiếu mới để mua ETH và mở rộng kinh doanh.
📈
Cổ phiếu bùng nổ: SBET tăng 420% sau thông báo 425 triệu USD, đạt ~35,80 USD!
👨💼
Lãnh đạo đỉnh cao: Joseph Lubin (đồng sáng lập Ethereum, CEO Consensys) làm Chủ tịch HĐQT.
🤝
Đại gia hậu thuẫn: Consensys, Pantera Capital, Galaxy Digital, ParaFi Capital rót vốn.
⚡
Tác động ETH: Giá ETH vọt 4,5%, lãi suất mở hợp đồng tương lai chạm 36,1 tỷ USD!
Cơ hội hay rủi ro?
✅
Nén cung ETH: 120.000 ETH được mua và stake, có thể đẩy giá chạm 3.000 USD!
🌟
Kích hoạt altseason? Động thái này có thể kéo dòng tiền vào ETH và altcoin, khi Bitcoin Dominance (62,97%) đang chững.
⚠️
Rủi ro: Biến động giá ETH và tình hình tài chính SharpLink (lỗ 14 triệu USD năm 2023) là bài toán cần cân nhắc.
#SharpLink #Ethereum #Crypto #Altseason
$ETH
2025.7.29 链上视野
以太坊篇：#Sharplink 跌70%、BMNR再暴跌，是机会还是深坑？
最近，#以太坊 价格的回调影响了其生态中的两个重要财库项目:Sharplink和 #BMNR
当前价格已经跌回到 20 美元附近，#BMNR 11%，盘后又进一步下挫了 15%。
造成 BMNR 下跌的原因，和之前 Sharplink 的情况如出一辙：他们都提交了招股书，并计划进行 PIPE（定向增发股票给特定机构）操作。历史经验告诉我们，每次做 PIPE，股价几乎都会面临较大压力。
举个例子，Sharplink 当时在披露 PIPE 后，股价一度暴跌六七成，差点走向归零。而这次 BMNR 的跌幅相对“温和”，目前累计也就跌了 15%，看起来情况还算可控。
只要一涉及 $PIPE ，就很容易引发市场情绪波动，所以建议等到美股明天开盘后再观察 BMNR 的走势会更稳妥。
从估值指标来看，目前 Sharplink NAV（市值相对净资产）也已下探至较低位置。BMNR 的 MNAV 已跌至约 1.8%，加上盘后跌幅，可能降至 1.6%；Sharplink 的 MNAV 也在 1.7% 左右。
#MNAV 低于 2，通常意味着这些标的的股价可能具备一定的反弹空间。当然，这只是一个参考指标，并不能作为决策唯一依据，仍需结合市场情绪、技术面和基本面综合判断。
回到大盘层面，昨天 以太的冲高回落，确实打击了整个市场的信心。尤其是早上 ETH 带动的那一波上涨，几乎所有山寨币都在猛拉。#DeFi 板块整体爆发，比如 UNI 一度突破 11 美元，#ENA 也涨破 0.7 美元，创下年内新高。
但好景不长，随着 #ETH 回调，这些强势币种也纷纷高位回落，跌幅相当明显。这再次印证了一个币圈的老逻辑：“万物生于以太坊”。只要 #ETH 表现疲软，整个生态都会受到连带影响。
目前看，市场波动性还会持续，尤其是 #Sharplink 政策面的双重作用，短期内仍需谨慎。
以太坊篇：#Sharplink 跌70%、BMNR再暴跌，是机会还是深坑？
最近，#以太坊 价格的回调影响了其生态中的两个重要财库项目:Sharplink和 #BMNR
当前价格已经跌回到 20 美元附近，#BMNR 11%，盘后又进一步下挫了 15%。
造成 BMNR 下跌的原因，和之前 Sharplink 的情况如出一辙：他们都提交了招股书，并计划进行 PIPE（定向增发股票给特定机构）操作。历史经验告诉我们，每次做 PIPE，股价几乎都会面临较大压力。
举个例子，Sharplink 当时在披露 PIPE 后，股价一度暴跌六七成，差点走向归零。而这次 BMNR 的跌幅相对“温和”，目前累计也就跌了 15%，看起来情况还算可控。
只要一涉及 $PIPE ，就很容易引发市场情绪波动，所以建议等到美股明天开盘后再观察 BMNR 的走势会更稳妥。
从估值指标来看，目前 Sharplink NAV（市值相对净资产）也已下探至较低位置。BMNR 的 MNAV 已跌至约 1.8%，加上盘后跌幅，可能降至 1.6%；Sharplink 的 MNAV 也在 1.7% 左右。
#MNAV 低于 2，通常意味着这些标的的股价可能具备一定的反弹空间。当然，这只是一个参考指标，并不能作为决策唯一依据，仍需结合市场情绪、技术面和基本面综合判断。
回到大盘层面，昨天 以太的冲高回落，确实打击了整个市场的信心。尤其是早上 ETH 带动的那一波上涨，几乎所有山寨币都在猛拉。#DeFi 板块整体爆发，比如 UNI 一度突破 11 美元，#ENA 也涨破 0.7 美元，创下年内新高。
但好景不长，随着 #ETH 回调，这些强势币种也纷纷高位回落，跌幅相当明显。这再次印证了一个币圈的老逻辑：“万物生于以太坊”。只要 #ETH 表现疲软，整个生态都会受到连带影响。
目前看，市场波动性还会持续，尤其是 #Sharplink 政策面的双重作用，短期内仍需谨慎。
#SharpLink (@SharpLinkGaming) bought another 32,892 $ETH ($115M) in the past 3 hours.
In the past 9 days, they've accumulated 144,501 $ETH ($515M).
#cryptonews #cryptoupdate #ETHBreakout3.5k
In the past 9 days, they've accumulated 144,501 $ETH ($515M).
#cryptonews #cryptoupdate #ETHBreakout3.5k
🚨 NEW: SharpLink raised $200M at $19.50/share to stack and stake $ETH .
$ETH
#SharpLink #ETH #CryptoNewss #Binance #NewsAboutCrypto
$ETH
#SharpLink #ETH #CryptoNewss #Binance #NewsAboutCrypto
SharpLink’s Monumental $200M Ethereum Investment Signals Bullish Future
In a move that has captured significant attention across the cryptocurrency landscape, SharpLink Gaming, a Nasdaq-listed entity, is reported to have executed a substantial SharpLink ETH purchase. The company, known for its strategic focus on Ethereum within its treasury, appears to have deployed the entirety of its recently raised $200 million funding into the leading altcoin over the past weekend. This bold Ethereum investment highlights a growing trend of corporate entities integrating digital assets into their financial strategies.#SharpLink
In a move that has captured significant attention across the cryptocurrency landscape, SharpLink Gaming, a Nasdaq-listed entity, is reported to have executed a substantial SharpLink ETH purchase. The company, known for its strategic focus on Ethereum within its treasury, appears to have deployed the entirety of its recently raised $200 million funding into the leading altcoin over the past weekend. This bold Ethereum investment highlights a growing trend of corporate entities integrating digital assets into their financial strategies.#SharpLink
#Ethereum Shows Strong Bullish Signals as SharpLink Becomes Top $ETH Holder
Ethereum’s daily chart is flashing sustained bullish momentum—rising exponential moving averages, widening MACD divergence, and an overbought RSI all point to continued upward pressure.
Adding to the optimism, #SharpLink Gaming (Nasdaq: SBET) has officially surpassed the Ethereum Foundation to become the largest corporate holder of ETH, amassing over 280,000 ETH worth approximately $840 million. The company’s aggressive crypto treasury pivot and strategic OTC purchases reflect growing institutional confidence in Ethereum’s long-term value.
As price action nears key resistance levels, all eyes are on whether technical momentum and institutional demand can drive ETH to new highs.
#TradingSignals #ETH
Read the full analysis: www.ecoinimist.com/2025/07/15/ethereum-price-holds-strong-sharplink
Ethereum’s daily chart is flashing sustained bullish momentum—rising exponential moving averages, widening MACD divergence, and an overbought RSI all point to continued upward pressure.
Adding to the optimism, #SharpLink Gaming (Nasdaq: SBET) has officially surpassed the Ethereum Foundation to become the largest corporate holder of ETH, amassing over 280,000 ETH worth approximately $840 million. The company’s aggressive crypto treasury pivot and strategic OTC purchases reflect growing institutional confidence in Ethereum’s long-term value.
As price action nears key resistance levels, all eyes are on whether technical momentum and institutional demand can drive ETH to new highs.
#TradingSignals #ETH
Read the full analysis: www.ecoinimist.com/2025/07/15/ethereum-price-holds-strong-sharplink
Bitmine Leads Corporate ETH Reserve Race at $8.03B
Bitmine now tops the chart with 1.87M ETH ($8.03B), followed by SharpLink Gaming holding 837K ETH ($3.60B) and the third spot goes to The Ether Machine, with around 345K ETH ($1.3B) and rapidly growing via a SPAC-backed public launch.
This mean Bitmine’s holdings account for roughly 1.5% of all ETH in circulation, reflecting a corporate pivot from Bitcoin mining to Ethereum treasury dominance. Corporate ETH stockpiling directly impacts supply, price, and network security, marking a shift toward Ethereum as a strategic asset for public companies.
This new “ETH treasury era” underscores growing institutional confidence in Ether as both a yield asset and long-term reserve.
#Bitmine #SharpLink
$ETH $ETC
Bitmine now tops the chart with 1.87M ETH ($8.03B), followed by SharpLink Gaming holding 837K ETH ($3.60B) and the third spot goes to The Ether Machine, with around 345K ETH ($1.3B) and rapidly growing via a SPAC-backed public launch.
This mean Bitmine’s holdings account for roughly 1.5% of all ETH in circulation, reflecting a corporate pivot from Bitcoin mining to Ethereum treasury dominance. Corporate ETH stockpiling directly impacts supply, price, and network security, marking a shift toward Ethereum as a strategic asset for public companies.
This new “ETH treasury era” underscores growing institutional confidence in Ether as both a yield asset and long-term reserve.
#Bitmine #SharpLink
$ETH $ETC
💣 BREAKING: SharpLink Gaming huy động 425 triệu đô để bắt đầu chiến lược kho bạc ETH!
$ETH
⏰ Tin vừa ra khiến cộng đồng Ethereum sôi sục – nhưng đừng FOMO vội, cùng nhìn kỹ hơn:
📌 Cốt lõi:
• SharpLink huy động thành công 425 triệu USD để mua ETH làm tài sản dự trữ
• Đây là bước đi mang tính chiến lược nhằm bảo vệ giá trị dài hạn, đồng thời tận dụng tiềm năng tăng trưởng của Ethereum
🎯 Tác động:
• $ETH được định vị lại: từ nền tảng công nghệ → tài sản kho bạc
• Nếu trend này lan rộng, ETH có thể bước vào chu kỳ tăng giá do nhu cầu nắm giữ tổ chức
⚠️ Quan điểm cá nhân: Đây là bước đệm lớn cho “ETH Institutional Adoption”. Nếu BTC là vàng số, thì ETH đang dần trở thành “trái phiếu năng động” của nền kinh tế phi tập trung.
👇 Bạn nghĩ ETH có thể lên $10.000 nhờ làn sóng Treasury mới không? Comment bên dưới và follow ngay để không bỏ lỡ phân tích chiến lược mỗi ngày!
$ETH
#Ethereum #SharpLink #CryptoNews #DolugCrypto
⏰ Tin vừa ra khiến cộng đồng Ethereum sôi sục – nhưng đừng FOMO vội, cùng nhìn kỹ hơn:
📌 Cốt lõi:
• SharpLink huy động thành công 425 triệu USD để mua ETH làm tài sản dự trữ
• Đây là bước đi mang tính chiến lược nhằm bảo vệ giá trị dài hạn, đồng thời tận dụng tiềm năng tăng trưởng của Ethereum
🎯 Tác động:
• $ETH được định vị lại: từ nền tảng công nghệ → tài sản kho bạc
• Nếu trend này lan rộng, ETH có thể bước vào chu kỳ tăng giá do nhu cầu nắm giữ tổ chức
⚠️ Quan điểm cá nhân: Đây là bước đệm lớn cho “ETH Institutional Adoption”. Nếu BTC là vàng số, thì ETH đang dần trở thành “trái phiếu năng động” của nền kinh tế phi tập trung.
👇 Bạn nghĩ ETH có thể lên $10.000 nhờ làn sóng Treasury mới không? Comment bên dưới và follow ngay để không bỏ lỡ phân tích chiến lược mỗi ngày!
$ETH
#Ethereum #SharpLink #CryptoNews #DolugCrypto
📊 Ethereum Holdings vs. Market Valuation: SharpLink & Bitmine
The crypto market is witnessing an interesting trend where companies holding large amounts of Ethereum are being valued differently in the stock market.
🔹 SharpLink
Market Capitalization: $3.237 Billion
Ethereum Holdings: $3.28 Billion
Observation: SharpLink’s ETH holdings are greater than its total market cap. This indicates the company is currently trading at a discount, with a Net Asset Value (NAV) of less than 1. In simple terms, the stock price undervalues the assets it actually owns.
🔹 Bitmine
Market Capitalization: $8.605 Billion
Ethereum Holdings: $7.59 Billion
Observation: Bitmine’s market cap is higher than its Ethereum reserves, showing a premium valuation compared to SharpLink. Investors may be pricing in future growth, operations, or other business advantages.
📌 Key Takeaway
SharpLink: Trading at a discount (undervalued compared to its ETH holdings).
Bitmine: Trading at a premium (valued higher than its ETH reserves).
This highlights how market sentiment, growth expectations, and investor confidence can drive valuations beyond just crypto holdings.
---
✅ In short: SharpLink looks undervalued relative to its Ethereum assets, while Bitmine is priced above its ETH holdings, reflecting investor optimism.
#Ethereum #SharpLink #Bitmine #CryptoMarket
#Valuation
$ETH
The crypto market is witnessing an interesting trend where companies holding large amounts of Ethereum are being valued differently in the stock market.
🔹 SharpLink
Market Capitalization: $3.237 Billion
Ethereum Holdings: $3.28 Billion
Observation: SharpLink’s ETH holdings are greater than its total market cap. This indicates the company is currently trading at a discount, with a Net Asset Value (NAV) of less than 1. In simple terms, the stock price undervalues the assets it actually owns.
🔹 Bitmine
Market Capitalization: $8.605 Billion
Ethereum Holdings: $7.59 Billion
Observation: Bitmine’s market cap is higher than its Ethereum reserves, showing a premium valuation compared to SharpLink. Investors may be pricing in future growth, operations, or other business advantages.
📌 Key Takeaway
SharpLink: Trading at a discount (undervalued compared to its ETH holdings).
Bitmine: Trading at a premium (valued higher than its ETH reserves).
This highlights how market sentiment, growth expectations, and investor confidence can drive valuations beyond just crypto holdings.
---
✅ In short: SharpLink looks undervalued relative to its Ethereum assets, while Bitmine is priced above its ETH holdings, reflecting investor optimism.
#Ethereum #SharpLink #Bitmine #CryptoMarket
#Valuation
$ETH
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