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tomlee
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Tom Lee’s Ethereum treasury company BitMine has disclosed its latest data: its ETH holdings have increased to 5,805,238 coins, about 4.8% of Ethereum’s total supply. The company is just one step away from its 5% target. This week, the company added 7,391 ETH, and repurchased 3 million shares of its own stock. Since July, it has累计 repurchased 19.1 million shares. Currently, about 87% of its ETH has been staked. Based on recent yield estimates, the annualized staking income is approximately $257 million. Including cash and securities, BitMine’s total crypto and strategic assets amount to about $11.6 billion—making it the largest corporate holder of ETH globally. Tom Lee said that in the stage where ETH outperformed $BTC , the company’s stock price typically follows suit. Institutions have continued adding ETH to their treasuries, and changes on the supply side are worth watching. #ETH #TomLee
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🚨 #TomLee bet $19 BILLION on #Ethereum .
Here's how it's going... 👇
Back in June 2025, Tom Lee — Wall Street's most famous crypto bull — did something wild.
He took a struggling #bitcoin mining company called #Bitmine (BMNR) and turned it into the world's largest Ethereum treasury.
The plan? Simple but audacious.
Raise money by selling company stock → buy as much $ETH as humanly possible → stake it → collect yield forever.
He called it the "Alchemy of 5%."
Own 5% of ALL Ethereum in existence. Make it a money machine.
💸 Where did the money come from?
Not his own pocket.
He raised $250M in June 2025 just to get started. Then sold more stock in September — another $365M, with warrants that could add $913M on top.
Rinse. Repeat. Every week, more stock sold, more ETH bought.
The MicroStrategy playbook, but for ETH.
📅 When did he buy?
Mostly when ETH was between $3,500–$4,900.
His average buy price? $3,476 per ETH.
ETH is now trading at $1,800.
Do the math. 💀
🔒 Is he staking? Oh yes.
He built his own staking platform — MAVAN (Made in America Validator Network).
Currently 4.7 million ETH is staked out of 5.4 million held.
That's over 90% of his entire position.
Projected staking income? $258M per year at current ETH prices.
📊 The scoreboard right now:
ETH held: 5.4 million (4.5% of total supply)
Average buy price: $3,476
Current ETH price: $1,800
Unrealized loss: $8.9 BILLION
Staking yield (annual): $258M
BMNR stock: down 88% from its all-time high
So is Tom Lee crazy or a genius?
At $258M/year in staking yield, it would take him 34 years to earn back those paper losses at current prices.
BUT — if #ETH recovers to $4,000+, the entire narrative flips overnight.
That's the bet. Long-term conviction vs short-term bloodbath.
Tom Lee's response to all of this?
"This is by design."
Believe him or not — nobody in history has ever made a corporate bet this size on Ethereum.
It will either be the greatest trade of the decade...
or the most expensive lesson Wall Street ever paid for. 👁️
Here's how it's going... 👇
Back in June 2025, Tom Lee — Wall Street's most famous crypto bull — did something wild.
He took a struggling #bitcoin mining company called #Bitmine (BMNR) and turned it into the world's largest Ethereum treasury.
The plan? Simple but audacious.
Raise money by selling company stock → buy as much $ETH as humanly possible → stake it → collect yield forever.
He called it the "Alchemy of 5%."
Own 5% of ALL Ethereum in existence. Make it a money machine.
💸 Where did the money come from?
Not his own pocket.
He raised $250M in June 2025 just to get started. Then sold more stock in September — another $365M, with warrants that could add $913M on top.
Rinse. Repeat. Every week, more stock sold, more ETH bought.
The MicroStrategy playbook, but for ETH.
📅 When did he buy?
Mostly when ETH was between $3,500–$4,900.
His average buy price? $3,476 per ETH.
ETH is now trading at $1,800.
Do the math. 💀
🔒 Is he staking? Oh yes.
He built his own staking platform — MAVAN (Made in America Validator Network).
Currently 4.7 million ETH is staked out of 5.4 million held.
That's over 90% of his entire position.
Projected staking income? $258M per year at current ETH prices.
📊 The scoreboard right now:
ETH held: 5.4 million (4.5% of total supply)
Average buy price: $3,476
Current ETH price: $1,800
Unrealized loss: $8.9 BILLION
Staking yield (annual): $258M
BMNR stock: down 88% from its all-time high
So is Tom Lee crazy or a genius?
At $258M/year in staking yield, it would take him 34 years to earn back those paper losses at current prices.
BUT — if #ETH recovers to $4,000+, the entire narrative flips overnight.
That's the bet. Long-term conviction vs short-term bloodbath.
Tom Lee's response to all of this?
"This is by design."
Believe him or not — nobody in history has ever made a corporate bet this size on Ethereum.
It will either be the greatest trade of the decade...
or the most expensive lesson Wall Street ever paid for. 👁️
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🚨 Tom Lee’s Bitmine Expands Ethereum Holdings with $123M Buy
Bitmine, backed by Tom Lee (@fundstrat), has added another 75,000 $ETH worth approximately $123 million in the past 12 hours, according to onchain data from Lookonchain.
The ETH was accumulated via Kraken and FalconX, signaling continued institutional-scale accumulation.
This latest purchase further strengthens Bitmine’s growing Ethereum treasury strategy, highlighting long-term conviction in ETH exposure at scale.
#TomLee #Bitmine #ETH #Kraken
Bitmine, backed by Tom Lee (@fundstrat), has added another 75,000 $ETH worth approximately $123 million in the past 12 hours, according to onchain data from Lookonchain.
The ETH was accumulated via Kraken and FalconX, signaling continued institutional-scale accumulation.
This latest purchase further strengthens Bitmine’s growing Ethereum treasury strategy, highlighting long-term conviction in ETH exposure at scale.
#TomLee #Bitmine #ETH #Kraken
According to Tom Lee, AI capital already prefers Ethereum over memory chips
Tom Lee, head of research at Fundstrat, believes that capital tied to artificial intelligence is redirecting toward Ethereum rather than toward memory chip manufacturers. In a month, ETH has gained 24%, while the Roundhill Memory ETF, or DRAM, has fallen 38%.
Tom Lee talks about an «AI downstream trade» which, in his view, favors Ethereum.
In a month, the difference between ETH and the DRAM ETF reaches 7,200 basis points.
For now, this hypothesis is based on performance, not on demonstrated capital flows.
Why Tom Lee talks about an AI rotation toward Ether
The market has already started treating Ether as a more cyclical asset than before. Tom Lee relies on this same momentum to support his interpretation.
In his post, replicated by Cryptopolitan, he points to a 7,200 basis-point gap between ETH and the Roundhill Memory ETF over one month.
Lee’s message is simple. When ETH rises 24% and DRAM falls 38%, he sees a shift in the «AI downstream trade» toward Ethereum. In other words, the capital that benefited from the AI infrastructure boom would seek a new opportunity further along the value chain.
Tom Lee wrote on X: «The AI downstream trade continues to strengthen. In one month, ETH has outperformed the Roundhill Memory ETF (DRAM) by 7,200 basis points.»
This interpretation gives Ethereum a place in the AI narrative without reducing it to a mere speculative asset. It also has a clear limit. Tom Lee does not show inflows into ETH here—he only shows a performance gap between two assets evolving in very different universes.
$ETH
$DRAM
$X
#TomLee
Tom Lee, head of research at Fundstrat, believes that capital tied to artificial intelligence is redirecting toward Ethereum rather than toward memory chip manufacturers. In a month, ETH has gained 24%, while the Roundhill Memory ETF, or DRAM, has fallen 38%.
Tom Lee talks about an «AI downstream trade» which, in his view, favors Ethereum.
In a month, the difference between ETH and the DRAM ETF reaches 7,200 basis points.
For now, this hypothesis is based on performance, not on demonstrated capital flows.
Why Tom Lee talks about an AI rotation toward Ether
The market has already started treating Ether as a more cyclical asset than before. Tom Lee relies on this same momentum to support his interpretation.
In his post, replicated by Cryptopolitan, he points to a 7,200 basis-point gap between ETH and the Roundhill Memory ETF over one month.
Lee’s message is simple. When ETH rises 24% and DRAM falls 38%, he sees a shift in the «AI downstream trade» toward Ethereum. In other words, the capital that benefited from the AI infrastructure boom would seek a new opportunity further along the value chain.
Tom Lee wrote on X: «The AI downstream trade continues to strengthen. In one month, ETH has outperformed the Roundhill Memory ETF (DRAM) by 7,200 basis points.»
This interpretation gives Ethereum a place in the AI narrative without reducing it to a mere speculative asset. It also has a clear limit. Tom Lee does not show inflows into ETH here—he only shows a performance gap between two assets evolving in very different universes.
$ETH
$DRAM
$X
#TomLee
📉 Big players, big losses! 😅
Tom Lee's portfolio worth $7.8 billion is currently down $ETH . When even the big sharks are facing this kind of situation, it's no surprise that we retail traders are taking a hit in this dip!
Moral of the story: Not everyone's day in crypto is the same. Stay strong! 💎🙌
$BTC $BNB
#TCH
#CryptoNews #eth #TomLee #CryptoCrash
Tom Lee's portfolio worth $7.8 billion is currently down $ETH . When even the big sharks are facing this kind of situation, it's no surprise that we retail traders are taking a hit in this dip!
Moral of the story: Not everyone's day in crypto is the same. Stay strong! 💎🙌
$BTC $BNB
#TCH
#CryptoNews #eth #TomLee #CryptoCrash
🔥 TOM LEE ISN’T BETTING ON ETH. HE’S BUILDING AN INSTITUTIONAL PASSIVE INCOME MACHINE.
AND TODAY he just turned on another turbo. 🚀
📊 WHAT HAPPENED HOURS AGO:
Tom Lee has just staked another 160.480 ETH ($248.7M) — bringing Bitmine’s total to 4.88 million ETH staked, 86% of its total holdings U.Today
And today, BMNR joins the Russell 1000 — forcing passive funds that track the index to automatically buy Bitmine shares 📈 U.Today
💰 THE MACHINE THEY’RE BUILDING:
Bitmine projects annualized staking revenue of $223 million, with the potential to reach $268 million per year through its MAVAN platform on mexc
Lee has a target price of $7,000 to $9,000 for ETH by the end of 2026, and $62,500 for 2030 🎯 Yahoo Finance
🌐 THE CONTEXT THAT MAKES IT EVEN BIGGER:
Bitmine has no debt — and is funding its accumulation with Series A preferred shares at 9.50%, paying weekly cash dividends U.Today
"We’re in the early stages of the crypto spring" — Tom Lee 🌱 mexc
⚠️ THE QUESTION THAT SPLITS THE MARKET:
When Bitmine accelerated its staking in early 2026, it pushed Ethereum validator queues into a backlog of $8 billion, with waits of more than 44 days to be activated Yahoo Finance
One company controlling 86% of its staking holdings... is this the most powerful bullish signal for ETH — or the biggest ecosystem concentration risk? 🤔
Do you think Tom Lee’s ETH strategy beats Saylor’s BTC strategy? 👇
#BMNR #Ethereum #ETH #TomLee
AND TODAY he just turned on another turbo. 🚀
📊 WHAT HAPPENED HOURS AGO:
Tom Lee has just staked another 160.480 ETH ($248.7M) — bringing Bitmine’s total to 4.88 million ETH staked, 86% of its total holdings U.Today
And today, BMNR joins the Russell 1000 — forcing passive funds that track the index to automatically buy Bitmine shares 📈 U.Today
💰 THE MACHINE THEY’RE BUILDING:
Bitmine projects annualized staking revenue of $223 million, with the potential to reach $268 million per year through its MAVAN platform on mexc
Lee has a target price of $7,000 to $9,000 for ETH by the end of 2026, and $62,500 for 2030 🎯 Yahoo Finance
🌐 THE CONTEXT THAT MAKES IT EVEN BIGGER:
Bitmine has no debt — and is funding its accumulation with Series A preferred shares at 9.50%, paying weekly cash dividends U.Today
"We’re in the early stages of the crypto spring" — Tom Lee 🌱 mexc
⚠️ THE QUESTION THAT SPLITS THE MARKET:
When Bitmine accelerated its staking in early 2026, it pushed Ethereum validator queues into a backlog of $8 billion, with waits of more than 44 days to be activated Yahoo Finance
One company controlling 86% of its staking holdings... is this the most powerful bullish signal for ETH — or the biggest ecosystem concentration risk? 🤔
Do you think Tom Lee’s ETH strategy beats Saylor’s BTC strategy? 👇
#BMNR #Ethereum #ETH #TomLee
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⚡️ INSIGHT: Fundstrat’s Tom Lee believes the recent pullback in U.S. stocks may be partly due to investors raising cash ahead of SpaceX’s highly anticipated IPO.$SPCX
Capital is rotating as market participants position themselves for one of the most anticipated public offerings in recent years. 🚀$ZEC $STG
#TomLee #ElonMuskTalks #SpaceX
Capital is rotating as market participants position themselves for one of the most anticipated public offerings in recent years. 🚀$ZEC $STG
#TomLee #ElonMuskTalks #SpaceX
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⚠️⚠️⚠️🚨❌️
There is no verified or credible statement from Tom Lee confirming any specific $XRP “rumor” (as of public market commentary available up to now).
What does exist is general market speculation where analysts including Tom Lee in broader crypto discussions have occasionally spoken about:
crypto ETF expansion
Institutional inflows into digital assets
altcoin cycles following BTC liquidity
But no confirmed Tom Lee XRP-specific prediction or announcement is currently a factual basis for news.
#CPIWatch
#TomLee
There is no verified or credible statement from Tom Lee confirming any specific $XRP “rumor” (as of public market commentary available up to now).
What does exist is general market speculation where analysts including Tom Lee in broader crypto discussions have occasionally spoken about:
crypto ETF expansion
Institutional inflows into digital assets
altcoin cycles following BTC liquidity
But no confirmed Tom Lee XRP-specific prediction or announcement is currently a factual basis for news.
#CPIWatch
#TomLee
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🚨 TOM LEE LO DICE CLARO: THE WALL BETWEEN TRADFI AND CRYPTO IS CRUMBLING 🚨
The co-founder of Fundstrat and president of BitMine doesn’t mince words: for him, there’s no longer any point in talking about "traditional finance" and "crypto" as separate worlds. They’re on their way to becoming a single market.
📊 Why does he say that?
🔹 Wall Street is rebuilding its outdated infrastructure on crypto rails — tokenization of stocks, bonds, and real assets is already a reality, not a promise.
🔹 Stablecoins are working like disguised banks, and they’re more profitable than traditional banking with far less staff.
🔹 Giants like BlackRock aren’t "testing" crypto anymore: they’re seriously building tokenization products, and dozens of other institutions are coming behind them.
🔹 Crypto IPOs (Circle, Bullish, and those to come) are showing that institutional capital is no longer afraid of this sector.
💡 The core idea: when instant settlement, 24/7 trading, and the ability to use crypto as collateral become standard, the line between the "traditional market" and the "crypto market" simply stops existing.
🌐 This isn’t just another bullish opinion. It’s a thesis about where the global financial infrastructure is heading — and those who understand this convergence before everyone else usually position themselves first.
👥 Binance Square community, the question isn’t whether TradFi and crypto are going to merge. The question is: are you building your portfolio with that future in mind, or do you still see them as two separate worlds?
💬 Tell me in the comments: are you already seeing that convergence in your day-to-day crypto?
#TomLee #TradFi #bitcoin #Ethereum✅ #tokenización
The co-founder of Fundstrat and president of BitMine doesn’t mince words: for him, there’s no longer any point in talking about "traditional finance" and "crypto" as separate worlds. They’re on their way to becoming a single market.
📊 Why does he say that?
🔹 Wall Street is rebuilding its outdated infrastructure on crypto rails — tokenization of stocks, bonds, and real assets is already a reality, not a promise.
🔹 Stablecoins are working like disguised banks, and they’re more profitable than traditional banking with far less staff.
🔹 Giants like BlackRock aren’t "testing" crypto anymore: they’re seriously building tokenization products, and dozens of other institutions are coming behind them.
🔹 Crypto IPOs (Circle, Bullish, and those to come) are showing that institutional capital is no longer afraid of this sector.
💡 The core idea: when instant settlement, 24/7 trading, and the ability to use crypto as collateral become standard, the line between the "traditional market" and the "crypto market" simply stops existing.
🌐 This isn’t just another bullish opinion. It’s a thesis about where the global financial infrastructure is heading — and those who understand this convergence before everyone else usually position themselves first.
👥 Binance Square community, the question isn’t whether TradFi and crypto are going to merge. The question is: are you building your portfolio with that future in mind, or do you still see them as two separate worlds?
💬 Tell me in the comments: are you already seeing that convergence in your day-to-day crypto?
#TomLee #TradFi #bitcoin #Ethereum✅ #tokenización
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🚨 Institutional ETH Accumulation Continues! 🚨
Tom Lee's Bitmine has reportedly purchased another 25,000 ETH worth $50.56 million, further strengthening its Ethereum treasury strategy. 🔥
This massive buy signals growing confidence from institutional players and reinforces the bullish long-term outlook for Ethereum. 📈
💎 Smart money continues accumulating while many investors are still waiting on the sidelines.
Do you think ETH is preparing for its next major breakout? 🚀$ETH
$BNB
#Ethereum #ETH #CryptoNews #TomLee #Bitmine 🔥📊🚀
Tom Lee's Bitmine has reportedly purchased another 25,000 ETH worth $50.56 million, further strengthening its Ethereum treasury strategy. 🔥
This massive buy signals growing confidence from institutional players and reinforces the bullish long-term outlook for Ethereum. 📈
💎 Smart money continues accumulating while many investors are still waiting on the sidelines.
Do you think ETH is preparing for its next major breakout? 🚀$ETH
$BNB
#Ethereum #ETH #CryptoNews #TomLee #Bitmine 🔥📊🚀
Market sentiment sinks to its lowest level since the FTX collapse, Tom Lee analyzes today’s opportunities and risks in crypto
On June 30, Tom Lee, chairman of BitMine and Chief Strategist at Fundstrat, shared takeaways from his interview with Anthony Scaramucci on a social platform. He noted that, as a highly volatile asset, cryptocurrencies are currently facing multiple adverse macro headwinds.
Specifically, the market must contend with the Federal Reserve’s rate hikes, the stalled progress of the Clarity Act legislation, FOMO-driven sentiment sparked by the AI hype, and the impact of private credit on capital flows—among other negative factors.
Despite the challenges, Lee also highlighted the positive side of the market. For example, tokenization is becoming an industry trend; cryptocurrencies are seen as downstream beneficiaries of AI, and capital is accelerating its push into the digital space;
In addition, with market sentiment currently extremely low, signs that sell pressure may be exhausting are starting to emerge. This also suggests that the market may have reached a peak of pain, and that conditions for a potential market recovery may be in place?
Lee’s comments also serve as strong corroboration and further support for Anthony Scaramucci’s earlier assessment in a previous interview about the prevailing pessimistic mood in the market.
In his post, Scaramucci said that current crypto market sentiment has fallen to the lowest level since the FTX bankruptcy and scandal broke; the relative strength indicator RSI has hit an all-time low; Google-related search interest has also declined in tandem; and the Fear and Greed Index has fully issued dangerous signals;
Based on this market backdrop, Scaramucci invited Tom Lee to engage in a deeper discussion of the market, and Lee’s analysis further confirmed that the market is indeed in an extremely pessimistic sentiment state.
#TomLee #宏观加密分析
On June 30, Tom Lee, chairman of BitMine and Chief Strategist at Fundstrat, shared takeaways from his interview with Anthony Scaramucci on a social platform. He noted that, as a highly volatile asset, cryptocurrencies are currently facing multiple adverse macro headwinds.
Specifically, the market must contend with the Federal Reserve’s rate hikes, the stalled progress of the Clarity Act legislation, FOMO-driven sentiment sparked by the AI hype, and the impact of private credit on capital flows—among other negative factors.
Despite the challenges, Lee also highlighted the positive side of the market. For example, tokenization is becoming an industry trend; cryptocurrencies are seen as downstream beneficiaries of AI, and capital is accelerating its push into the digital space;
In addition, with market sentiment currently extremely low, signs that sell pressure may be exhausting are starting to emerge. This also suggests that the market may have reached a peak of pain, and that conditions for a potential market recovery may be in place?
Lee’s comments also serve as strong corroboration and further support for Anthony Scaramucci’s earlier assessment in a previous interview about the prevailing pessimistic mood in the market.
In his post, Scaramucci said that current crypto market sentiment has fallen to the lowest level since the FTX bankruptcy and scandal broke; the relative strength indicator RSI has hit an all-time low; Google-related search interest has also declined in tandem; and the Fear and Greed Index has fully issued dangerous signals;
Based on this market backdrop, Scaramucci invited Tom Lee to engage in a deeper discussion of the market, and Lee’s analysis further confirmed that the market is indeed in an extremely pessimistic sentiment state.
#TomLee #宏观加密分析
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