ETH holdings: Tom Lee’s BitMine Immersion bought about 8,573 ETH after the Binance hack, bringing its current holdings to around 6.06 million ETH, or about 4.9% of the circulating supply. What matters more is whether it continues accumulating, whether its public statements still frame the hack as a “buy-the-dip” opportunity, and the marginal impact on ETH’s liquid supply and staking/custody distribution. Don’t treat a single holder’s position as direct confirmation of a price bottom, and don’t overlook how concentrated holdings can amplify narrative volatility.