Bitmine added another 9,926 $ETH last week.
Total holdings are 5.815 million coins, accounting for 4.8% of the circulating supply—just one step away from the 5% target they said.
This is the 14th consecutive month, starting from June 2025, with weekly buying. More than 5 million coins have already been staked. The company’s own estimate of annualized staking yield is around $250 million.
Tom Lee mentioned that the $ETH /$BTC ratio is now hovering around 0.03, breaking above this year’s (past few years’) downward trend. He believes the market is starting to price tokenization and AI agent applications.
On one side, some companies treat $BTC as digital gold to hoard; on the other, some companies treat $ETH as an income-generating productive asset to continuously accumulate. Both logics are playing out.
Near-term price noise is huge, but this kind of momentum is more worth watching than day-to-day rises and falls.
For reference only, not investment advice.
#ETH corporate holdings
Total holdings are 5.815 million coins, accounting for 4.8% of the circulating supply—just one step away from the 5% target they said.
This is the 14th consecutive month, starting from June 2025, with weekly buying. More than 5 million coins have already been staked. The company’s own estimate of annualized staking yield is around $250 million.
Tom Lee mentioned that the $ETH /$BTC ratio is now hovering around 0.03, breaking above this year’s (past few years’) downward trend. He believes the market is starting to price tokenization and AI agent applications.
On one side, some companies treat $BTC as digital gold to hoard; on the other, some companies treat $ETH as an income-generating productive asset to continuously accumulate. Both logics are playing out.
Near-term price noise is huge, but this kind of momentum is more worth watching than day-to-day rises and falls.
For reference only, not investment advice.
#ETH corporate holdings