#bitmine
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The biggest corporate $ETH buyer just told the market when it will stop.
At TOKEN2049 Singapore, Tom Lee said BitMine will halt ETH purchases once it reaches 5% of supply. Its latest filing shows 6,016,414 ETH, about 4.9% of roughly 122.1M ETH.
The numbers behind the cap:
- BitMine needs only about 100,000 more ETH to hit 5%. Lee says that takes 6-7 weeks at the current pace.
- That's roughly $250-270M of final buying at current prices. After that, no more capital raises to buy ETH.
- Holdings can still grow through staking rewards, so Lee now says BitMine could sell staking rewards to stay under the cap. In August, he said there was no reason to sell and that 5% might go higher.
ETH reportedly dropped about 5% on the news, and that makes sense. For months, the market had a reliable buyer absorbing supply. Now that buyer has an end date.
Two more things to watch:
- One third-party estimate puts BitMine's unrealized ETH losses near $4.5B. That's not a company figure, but it shows how much the treasury rides on price.
- Selling staking rewards turns a buyer into a small, steady seller. Small, but not zero.
The fair counterpoint: a cap shows discipline. It removes the risk of endless share dilution to buy more ETH, and 6M ETH staked long-term is still supply locked away from the market.
Was BitMine's buying holding ETH up, or will the market barely notice when it stops?
Like and follow for treasury company news without the cheerleading.
#Ethereum #BitMine
The biggest corporate $ETH buyer just told the market when it will stop.
At TOKEN2049 Singapore, Tom Lee said BitMine will halt ETH purchases once it reaches 5% of supply. Its latest filing shows 6,016,414 ETH, about 4.9% of roughly 122.1M ETH.
The numbers behind the cap:
- BitMine needs only about 100,000 more ETH to hit 5%. Lee says that takes 6-7 weeks at the current pace.
- That's roughly $250-270M of final buying at current prices. After that, no more capital raises to buy ETH.
- Holdings can still grow through staking rewards, so Lee now says BitMine could sell staking rewards to stay under the cap. In August, he said there was no reason to sell and that 5% might go higher.
ETH reportedly dropped about 5% on the news, and that makes sense. For months, the market had a reliable buyer absorbing supply. Now that buyer has an end date.
Two more things to watch:
- One third-party estimate puts BitMine's unrealized ETH losses near $4.5B. That's not a company figure, but it shows how much the treasury rides on price.
- Selling staking rewards turns a buyer into a small, steady seller. Small, but not zero.
The fair counterpoint: a cap shows discipline. It removes the risk of endless share dilution to buy more ETH, and 6M ETH staked long-term is still supply locked away from the market.
Was BitMine's buying holding ETH up, or will the market barely notice when it stops?
Like and follow for treasury company news without the cheerleading.
#Ethereum #BitMine
At TOKEN2049 Singapore, Tom Lee said BitMine will halt ETH purchases once it reaches 5% of supply. Its latest filing shows 6,016,414 ETH, about 4.9% of roughly 122.1M ETH.
The numbers behind the cap:
- BitMine needs only about 100,000 more ETH to hit 5%. Lee says that takes 6-7 weeks at the current pace.
- That's roughly $250-270M of final buying at current prices. After that, no more capital raises to buy ETH.
- Holdings can still grow through staking rewards, so Lee now says BitMine could sell staking rewards to stay under the cap. In August, he said there was no reason to sell and that 5% might go higher.
ETH reportedly dropped about 5% on the news, and that makes sense. For months, the market had a reliable buyer absorbing supply. Now that buyer has an end date.
Two more things to watch:
- One third-party estimate puts BitMine's unrealized ETH losses near $4.5B. That's not a company figure, but it shows how much the treasury rides on price.
- Selling staking rewards turns a buyer into a small, steady seller. Small, but not zero.
The fair counterpoint: a cap shows discipline. It removes the risk of endless share dilution to buy more ETH, and 6M ETH staked long-term is still supply locked away from the market.
Was BitMine's buying holding ETH up, or will the market barely notice when it stops?
Like and follow for treasury company news without the cheerleading.
#Ethereum #BitMine
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Tom Lee revealed BitMine will stop purchasing Ethereum once their total holdings reach a 5 percent cap of the overall supply.
#EthereumSupply #BitMine
Tom Lee revealed BitMine will stop purchasing Ethereum once their total holdings reach a 5 percent cap of the overall supply.
#EthereumSupply #BitMine
#EthereumSupply #BitMine
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#Bitmine #Ethereum
🐋 BitMine Nears the Finish Line: Aggressive Ethereum Buying Spree Could End in Just 6 Weeks
The largest corporate holder of Ethereum is approaching its self-imposed cap. BitMine Immersion Technologies Chairman Tom Lee stated that the company will stop purchasing $ETH once its holdings reach 5% of the coin's total supply.
📊 Key Facts and Figures:
Current Holdings: As of October 4, BitMine holds 6,016,414 ETH (~4.9% of the total supply of 122.1 million ETH).
Remaining Amount: Only about 88,586 ETH (or approximately $221 million at a price of $2,500) is needed to reach the limit.
Available Resources: The company has $643 million in cash and securities, so there is more than enough liquidity to complete the strategy.
⏳ What Is the Timeline?
The last disclosed purchasing rate was 15,112 ETH per week. At this pace, BitMine will reach the 5% mark in approximately 5.9 weeks—meaning by mid-November 2026.
(According to Lookonchain data from October 7, the company may have already purchased an additional 12,500 ETH via BitGo, reducing the remaining balance to ~76,086 ETH and accelerating the process).
🔄 What Comes Next? Staking Replaces Purchasing
Once the capacity for open-market purchases is exhausted due to the 5% limit, the focus will shift to staking income:
As of October 4, BitMine had already staked 5.07 million ETH (~84% of its holdings), generating an estimated $363 million in annual revenue.
If the entire balance were staked, annual revenue at a 2.63% yield could rise to $431 million.
⚠️ The main challenge for the company:
Staking rewards will continuously increase the amount of $ETH on the balance sheet. This means that staking itself will push BitMine’s share above the 5% threshold. The company will have to either leave a "buffer" when making purchases or sell the staking rewards to avoid exceeding the established limit.
{future}(ETHUSDT)
#Bitmine #Ethereum
🐋 BitMine Nears the Finish Line: Aggressive Ethereum Buying Spree Could End in Just 6 Weeks
The largest corporate holder of Ethereum is approaching its self-imposed cap. BitMine Immersion Technologies Chairman Tom Lee stated that the company will stop purchasing $ETH once its holdings reach 5% of the coin's total supply.
📊 Key Facts and Figures:
Current Holdings: As of October 4, BitMine holds 6,016,414 ETH (~4.9% of the total supply of 122.1 million ETH).
Remaining Amount: Only about 88,586 ETH (or approximately $221 million at a price of $2,500) is needed to reach the limit.
Available Resources: The company has $643 million in cash and securities, so there is more than enough liquidity to complete the strategy.
⏳ What Is the Timeline?
The last disclosed purchasing rate was 15,112 ETH per week. At this pace, BitMine will reach the 5% mark in approximately 5.9 weeks—meaning by mid-November 2026.
(According to Lookonchain data from October 7, the company may have already purchased an additional 12,500 ETH via BitGo, reducing the remaining balance to ~76,086 ETH and accelerating the process).
🔄 What Comes Next? Staking Replaces Purchasing
Once the capacity for open-market purchases is exhausted due to the 5% limit, the focus will shift to staking income:
As of October 4, BitMine had already staked 5.07 million ETH (~84% of its holdings), generating an estimated $363 million in annual revenue.
If the entire balance were staked, annual revenue at a 2.63% yield could rise to $431 million.
⚠️ The main challenge for the company:
Staking rewards will continuously increase the amount of $ETH on the balance sheet. This means that staking itself will push BitMine’s share above the 5% threshold. The company will have to either leave a "buffer" when making purchases or sell the staking rewards to avoid exceeding the established limit.
🐋 BitMine Nears the Finish Line: Aggressive Ethereum Buying Spree Could End in Just 6 Weeks
The largest corporate holder of Ethereum is approaching its self-imposed cap. BitMine Immersion Technologies Chairman Tom Lee stated that the company will stop purchasing $ETH once its holdings reach 5% of the coin's total supply.
📊 Key Facts and Figures:
Current Holdings: As of October 4, BitMine holds 6,016,414 ETH (~4.9% of the total supply of 122.1 million ETH).
Remaining Amount: Only about 88,586 ETH (or approximately $221 million at a price of $2,500) is needed to reach the limit.
Available Resources: The company has $643 million in cash and securities, so there is more than enough liquidity to complete the strategy.
⏳ What Is the Timeline?
The last disclosed purchasing rate was 15,112 ETH per week. At this pace, BitMine will reach the 5% mark in approximately 5.9 weeks—meaning by mid-November 2026.
(According to Lookonchain data from October 7, the company may have already purchased an additional 12,500 ETH via BitGo, reducing the remaining balance to ~76,086 ETH and accelerating the process).
🔄 What Comes Next? Staking Replaces Purchasing
Once the capacity for open-market purchases is exhausted due to the 5% limit, the focus will shift to staking income:
As of October 4, BitMine had already staked 5.07 million ETH (~84% of its holdings), generating an estimated $363 million in annual revenue.
If the entire balance were staked, annual revenue at a 2.63% yield could rise to $431 million.
⚠️ The main challenge for the company:
Staking rewards will continuously increase the amount of $ETH on the balance sheet. This means that staking itself will push BitMine’s share above the 5% threshold. The company will have to either leave a "buffer" when making purchases or sell the staking rewards to avoid exceeding the established limit.
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Bitmine给ETH增持设5%上限，不是宣布清仓
我会下调对Bitmine长期持续买入ETH的预期，但不会把“到5%就停买”理解成已经开始清仓。对ETH持有者，下一步要核对实际购币与质押奖励去向，而不是继续把它当成没有终点的固定买家。
10月7日，Tom Lee在TOKEN2049表示，Bitmine持仓占ETH供应量达到5%后就不再增持；公司官网同日也写明这是硬上限。他称距离目标还差约10万枚。这是达到条件后的安排，不是宣布当天已经停止买入。
对照公司10月5日公告，截至10月4日持有6,016,414枚ETH，约占供应量4.9%，过去一周仍买入15,112枚。这是停买表态前的数据，不能当成表态后的继续加仓证据。
影响在于未来可能少一股持续买盘，而非原有持仓立刻变成卖盘。但“停买”也不等于“永远不卖”：据Cointelegraph回顾，Lee此前提过，为避免超过5%，可能出售质押所得的ETH。这是可能的后续安排，不是已经执行的卖单。
未来一周，我会核对公司新披露中的实际购币、持仓变化和质押奖励处置。仅持仓余额增加，不足以证明花钱买币；上限也不能换算成确定的停买日期。
如果公司修改上限并披露持续购币，就上调这一路买盘预期；如果出现净卖出，则进一步区分出售奖励与减持原有持仓，再评估卖压。单一买家的变化，仍不能替代全市场供需。
#以太坊 #Bitmine #机构资金
Bitmine给ETH增持设5%上限，不是宣布清仓
我会下调对Bitmine长期持续买入ETH的预期，但不会把“到5%就停买”理解成已经开始清仓。对ETH持有者，下一步要核对实际购币与质押奖励去向，而不是继续把它当成没有终点的固定买家。
10月7日，Tom Lee在TOKEN2049表示，Bitmine持仓占ETH供应量达到5%后就不再增持；公司官网同日也写明这是硬上限。他称距离目标还差约10万枚。这是达到条件后的安排，不是宣布当天已经停止买入。
对照公司10月5日公告，截至10月4日持有6,016,414枚ETH，约占供应量4.9%，过去一周仍买入15,112枚。这是停买表态前的数据，不能当成表态后的继续加仓证据。
影响在于未来可能少一股持续买盘，而非原有持仓立刻变成卖盘。但“停买”也不等于“永远不卖”：据Cointelegraph回顾，Lee此前提过，为避免超过5%，可能出售质押所得的ETH。这是可能的后续安排，不是已经执行的卖单。
未来一周，我会核对公司新披露中的实际购币、持仓变化和质押奖励处置。仅持仓余额增加，不足以证明花钱买币；上限也不能换算成确定的停买日期。
如果公司修改上限并披露持续购币，就上调这一路买盘预期；如果出现净卖出，则进一步区分出售奖励与减持原有持仓，再评估卖压。单一买家的变化，仍不能替代全市场供需。
#以太坊 #Bitmine #机构资金
我会下调对Bitmine长期持续买入ETH的预期，但不会把“到5%就停买”理解成已经开始清仓。对ETH持有者，下一步要核对实际购币与质押奖励去向，而不是继续把它当成没有终点的固定买家。
10月7日，Tom Lee在TOKEN2049表示，Bitmine持仓占ETH供应量达到5%后就不再增持；公司官网同日也写明这是硬上限。他称距离目标还差约10万枚。这是达到条件后的安排，不是宣布当天已经停止买入。
对照公司10月5日公告，截至10月4日持有6,016,414枚ETH，约占供应量4.9%，过去一周仍买入15,112枚。这是停买表态前的数据，不能当成表态后的继续加仓证据。
影响在于未来可能少一股持续买盘，而非原有持仓立刻变成卖盘。但“停买”也不等于“永远不卖”：据Cointelegraph回顾，Lee此前提过，为避免超过5%，可能出售质押所得的ETH。这是可能的后续安排，不是已经执行的卖单。
未来一周，我会核对公司新披露中的实际购币、持仓变化和质押奖励处置。仅持仓余额增加，不足以证明花钱买币；上限也不能换算成确定的停买日期。
如果公司修改上限并披露持续购币，就上调这一路买盘预期；如果出现净卖出，则进一步区分出售奖励与减持原有持仓，再评估卖压。单一买家的变化，仍不能替代全市场供需。
#以太坊 #Bitmine #机构资金
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#Bitmine 逼近 5% 硬顶，Tom Lee 的扫货机器进入倒计时！
BitMine 现在手里约 602 万枚 $ETH ，占以太坊总供应量约 4.9%。5% 是硬顶，按 1.221 亿枚总供应量算，上限大约 610.5 万枚。也就是说，还差约 8.9 万枚，这家公司就要停手了。
从 2025 年 6 月启动 ETH Treasury Strategy 以来，BitMine 连续 60 多周、每周都在买，很多仓位还是在 ETH 1500 美元附近扫进去的。按公开买入记录加权估算，平均成本约 3324 美元，累计投入接近 200 亿美元。
但 ETH 现在只有 2610 美元左右。
这批 ETH 市值约 157 亿美元，每枚浮亏 700 多美元，整体账面亏损约 43 亿美元，浮亏超过 21%。也就是说，#TomLee 不是嘴上喊多，他是真金白银在熊市里买，而且买成了 ETH 过去一年多最稳定、最机械的一股现货买盘。可他自己在台上都说了：他们过去一直在熊市买入，给 ETH 提供下方买盘，现在要停了。
在我看来，真正重要的不是那 43 亿美元浮亏，而是：这股最稳定、最机械的现货买盘，很快就要消失。
接下来真正的问题是：BitMine 买满 5% 之后，谁来接下一棒？
#Bitmine 逼近 5% 硬顶，Tom Lee 的扫货机器进入倒计时！
BitMine 现在手里约 602 万枚 $ETH ，占以太坊总供应量约 4.9%。5% 是硬顶，按 1.221 亿枚总供应量算，上限大约 610.5 万枚。也就是说，还差约 8.9 万枚，这家公司就要停手了。
从 2025 年 6 月启动 ETH Treasury Strategy 以来，BitMine 连续 60 多周、每周都在买，很多仓位还是在 ETH 1500 美元附近扫进去的。按公开买入记录加权估算，平均成本约 3324 美元，累计投入接近 200 亿美元。
但 ETH 现在只有 2610 美元左右。
这批 ETH 市值约 157 亿美元，每枚浮亏 700 多美元，整体账面亏损约 43 亿美元，浮亏超过 21%。也就是说，#TomLee 不是嘴上喊多，他是真金白银在熊市里买，而且买成了 ETH 过去一年多最稳定、最机械的一股现货买盘。可他自己在台上都说了：他们过去一直在熊市买入，给 ETH 提供下方买盘，现在要停了。
在我看来，真正重要的不是那 43 亿美元浮亏，而是：这股最稳定、最机械的现货买盘，很快就要消失。
接下来真正的问题是：BitMine 买满 5% 之后，谁来接下一棒？
BitMine 现在手里约 602 万枚 $ETH ，占以太坊总供应量约 4.9%。5% 是硬顶，按 1.221 亿枚总供应量算，上限大约 610.5 万枚。也就是说，还差约 8.9 万枚，这家公司就要停手了。
从 2025 年 6 月启动 ETH Treasury Strategy 以来，BitMine 连续 60 多周、每周都在买，很多仓位还是在 ETH 1500 美元附近扫进去的。按公开买入记录加权估算，平均成本约 3324 美元，累计投入接近 200 亿美元。
但 ETH 现在只有 2610 美元左右。
这批 ETH 市值约 157 亿美元，每枚浮亏 700 多美元，整体账面亏损约 43 亿美元，浮亏超过 21%。也就是说，#TomLee 不是嘴上喊多，他是真金白银在熊市里买，而且买成了 ETH 过去一年多最稳定、最机械的一股现货买盘。可他自己在台上都说了：他们过去一直在熊市买入，给 ETH 提供下方买盘，现在要停了。
在我看来，真正重要的不是那 43 亿美元浮亏，而是：这股最稳定、最机械的现货买盘，很快就要消失。
接下来真正的问题是：BitMine 买满 5% 之后，谁来接下一棒？
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Tom Lee: Hiện tại chúng tôi đã nắm giữ hơn 6 triệu ETH. BitMine sẽ DỪNG mua ETH khi chạm mức trần cứng 5%. Chúng tôi chỉ cần mua thêm khoảng 100,000 ETH nữa là đạt mức 5%.
Kế hoạch ban đầu là cần 5 năm để đạt mục tiêu này, nhưng BitMine đã có thể tích lũy được lượng ETH đó chỉ trong 1 năm, và phần lớn diễn ra ngay trong bear market, khi hầu như không ai muốn mua ETH. Với BitMine thì ngược lại, chúng tôi rất vui khi có thể mua ETH ở mức giá rẻ như $1,600.
Tom Lee gọi mức 5% là “hard cap” của BitMine vì đây là mức tối ưu cho giá trị cổ đông. Điều đó cũng có nghĩa là sau khi đạt 5%, khi tổng nguồn cung ETH tiếp tục tăng do phần thưởng staking, BitMine hiện tại sẽ không tiếp tục mua thêm chỉ để duy trì tỷ lệ sở hữu đúng 5%.
#TomLee #bitmine
Tom Lee: Hiện tại chúng tôi đã nắm giữ hơn 6 triệu ETH. BitMine sẽ DỪNG mua ETH khi chạm mức trần cứng 5%. Chúng tôi chỉ cần mua thêm khoảng 100,000 ETH nữa là đạt mức 5%.
Kế hoạch ban đầu là cần 5 năm để đạt mục tiêu này, nhưng BitMine đã có thể tích lũy được lượng ETH đó chỉ trong 1 năm, và phần lớn diễn ra ngay trong bear market, khi hầu như không ai muốn mua ETH. Với BitMine thì ngược lại, chúng tôi rất vui khi có thể mua ETH ở mức giá rẻ như $1,600.
Tom Lee gọi mức 5% là “hard cap” của BitMine vì đây là mức tối ưu cho giá trị cổ đông. Điều đó cũng có nghĩa là sau khi đạt 5%, khi tổng nguồn cung ETH tiếp tục tăng do phần thưởng staking, BitMine hiện tại sẽ không tiếp tục mua thêm chỉ để duy trì tỷ lệ sở hữu đúng 5%.
#TomLee #bitmine
Kế hoạch ban đầu là cần 5 năm để đạt mục tiêu này, nhưng BitMine đã có thể tích lũy được lượng ETH đó chỉ trong 1 năm, và phần lớn diễn ra ngay trong bear market, khi hầu như không ai muốn mua ETH. Với BitMine thì ngược lại, chúng tôi rất vui khi có thể mua ETH ở mức giá rẻ như $1,600.
Tom Lee gọi mức 5% là “hard cap” của BitMine vì đây là mức tối ưu cho giá trị cổ đông. Điều đó cũng có nghĩa là sau khi đạt 5%, khi tổng nguồn cung ETH tiếp tục tăng do phần thưởng staking, BitMine hiện tại sẽ không tiếp tục mua thêm chỉ để duy trì tỷ lệ sở hữu đúng 5%.
#TomLee #bitmine
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$ETH 🚨 BITMINE COULD SOON STOP BUYING ETH
Ethereum may be about to lose one of its most consistent buyers.
Tom Lee, Chairman of BitMine, says the company will be “done stacking” ETH once it reaches 5% of Ethereum’s total supply.
📊 Current position:
• ~6.02M ETH held
• ~4.9% of Ethereum’s supply
• Only ~89K ETH needed to reach the 5% target
• BitMine has been buying ETH consistently since June 2025
🎯 Once the 5% threshold is reached, BitMine says it won’t accumulate beyond that level.
The big question for the market:
What happens to ETH demand when one of its biggest corporate buyers stops accumulating? 👀
Will other institutions step in—or will this reduce a major source of buying pressure?
📌 ETH investors should be watching this closely.
#Bitmine #Ethereum
$ETH 🚨 BITMINE COULD SOON STOP BUYING ETH
Ethereum may be about to lose one of its most consistent buyers.
Tom Lee, Chairman of BitMine, says the company will be “done stacking” ETH once it reaches 5% of Ethereum’s total supply.
📊 Current position:
• ~6.02M ETH held
• ~4.9% of Ethereum’s supply
• Only ~89K ETH needed to reach the 5% target
• BitMine has been buying ETH consistently since June 2025
🎯 Once the 5% threshold is reached, BitMine says it won’t accumulate beyond that level.
The big question for the market:
What happens to ETH demand when one of its biggest corporate buyers stops accumulating? 👀
Will other institutions step in—or will this reduce a major source of buying pressure?
📌 ETH investors should be watching this closely.
#Bitmine #Ethereum
Ethereum may be about to lose one of its most consistent buyers.
Tom Lee, Chairman of BitMine, says the company will be “done stacking” ETH once it reaches 5% of Ethereum’s total supply.
📊 Current position:
• ~6.02M ETH held
• ~4.9% of Ethereum’s supply
• Only ~89K ETH needed to reach the 5% target
• BitMine has been buying ETH consistently since June 2025
🎯 Once the 5% threshold is reached, BitMine says it won’t accumulate beyond that level.
The big question for the market:
What happens to ETH demand when one of its biggest corporate buyers stops accumulating? 👀
Will other institutions step in—or will this reduce a major source of buying pressure?
📌 ETH investors should be watching this closely.
#Bitmine #Ethereum
104
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以太坊最大的"稳定买家"，今天亲口说：不买了。
Tom Lee 今天在新加坡 TOKEN2049 的主旨演讲里宣布：BitMine 把 ETH 持仓上限锁死在流通总量的 5%——"That's a hard cap. We're not gonna own more than 5%."
几组公开数字：
1）BitMine 现持有 601.6 万枚 ETH，约占全网供应 4.9%，市值约 155 亿美元，距离封顶只差约 10 万枚；
2）按近期每周约 10 万枚的增持速度，再有六七周就到线；
3）公司手里还有 6.43 亿美元现金和有价证券，约 85% 的 ETH 已在质押。
我的看法：这事得两面看。利好的一面是 Lee 的逻辑——封顶之后不需要再靠增发融资买币，故事转向质押现金流和股票回购；利空的一面是，市场要失去一个从 2025 年 6 月起、每周雷打不动增持的最大稳定需求。ETH 今天盘中跌约 5%、创 9 月 20 日以来新低，和这个预期转折脱不了干系。财库公司叙事的下半场，拼的不是加仓速度，而是能不能把手里的币变成真实现金流。
数据截至：2026-10-07 15:30 UTC
来源：CoinDesk；Cointelegraph；BitMine 官方公告
仅作信息分享，不构成投资建议。
$ETH #BitMine
财库公司们封顶之后，ETH 还能找到新的稳定买家吗？
以太坊最大的"稳定买家"，今天亲口说：不买了。
Tom Lee 今天在新加坡 TOKEN2049 的主旨演讲里宣布：BitMine 把 ETH 持仓上限锁死在流通总量的 5%——"That's a hard cap. We're not gonna own more than 5%."
几组公开数字：
1）BitMine 现持有 601.6 万枚 ETH，约占全网供应 4.9%，市值约 155 亿美元，距离封顶只差约 10 万枚；
2）按近期每周约 10 万枚的增持速度，再有六七周就到线；
3）公司手里还有 6.43 亿美元现金和有价证券，约 85% 的 ETH 已在质押。
我的看法：这事得两面看。利好的一面是 Lee 的逻辑——封顶之后不需要再靠增发融资买币，故事转向质押现金流和股票回购；利空的一面是，市场要失去一个从 2025 年 6 月起、每周雷打不动增持的最大稳定需求。ETH 今天盘中跌约 5%、创 9 月 20 日以来新低，和这个预期转折脱不了干系。财库公司叙事的下半场，拼的不是加仓速度，而是能不能把手里的币变成真实现金流。
数据截至：2026-10-07 15:30 UTC
来源：CoinDesk；Cointelegraph；BitMine 官方公告
仅作信息分享，不构成投资建议。
$ETH #BitMine
财库公司们封顶之后，ETH 还能找到新的稳定买家吗？
Tom Lee 今天在新加坡 TOKEN2049 的主旨演讲里宣布：BitMine 把 ETH 持仓上限锁死在流通总量的 5%——"That's a hard cap. We're not gonna own more than 5%."
几组公开数字：
1）BitMine 现持有 601.6 万枚 ETH，约占全网供应 4.9%，市值约 155 亿美元，距离封顶只差约 10 万枚；
2）按近期每周约 10 万枚的增持速度，再有六七周就到线；
3）公司手里还有 6.43 亿美元现金和有价证券，约 85% 的 ETH 已在质押。
我的看法：这事得两面看。利好的一面是 Lee 的逻辑——封顶之后不需要再靠增发融资买币，故事转向质押现金流和股票回购；利空的一面是，市场要失去一个从 2025 年 6 月起、每周雷打不动增持的最大稳定需求。ETH 今天盘中跌约 5%、创 9 月 20 日以来新低，和这个预期转折脱不了干系。财库公司叙事的下半场，拼的不是加仓速度，而是能不能把手里的币变成真实现金流。
数据截至：2026-10-07 15:30 UTC
来源：CoinDesk；Cointelegraph；BitMine 官方公告
仅作信息分享，不构成投资建议。
$ETH #BitMine
财库公司们封顶之后，ETH 还能找到新的稳定买家吗？
113
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🛑 $ETH's most loyal buyer has an end date: Bitmine stops at 5%
1️⃣ Tom Lee at TOKEN2049: buying ends at 5% of supply
2️⃣ Holds 6.02M ETH = 4.9%; only ~100K ETH left to buy
3️⃣ At ~$41M a week, that's 6-7 more weeks of bids
📉 ETH $2,568 (-5.1%), 1H RSI 16, below 20/50 EMAs
🎯 My take: $2,552 low must hold; reclaim $2,600 to calm it
💬 Does ETH need Bitmine's bid, or is it priced in? 👇
#Ethereum #Bitmine #CryptoNews
🛑 $ETH 's most loyal buyer has an end date: Bitmine stops at 5%
1️⃣ Tom Lee at TOKEN2049: buying ends at 5% of supply
2️⃣ Holds 6.02M ETH = 4.9%; only ~100K ETH left to buy
3️⃣ At ~$41M a week, that's 6-7 more weeks of bids
📉 ETH $2,568 (-5.1%), 1H RSI 16, below 20/50 EMAs
🎯 My take: $2,552 low must hold; reclaim $2,600 to calm it
💬 Does ETH need Bitmine's bid, or is it priced in? 👇
#Ethereum #Bitmine #CryptoNews
1️⃣ Tom Lee at TOKEN2049: buying ends at 5% of supply
2️⃣ Holds 6.02M ETH = 4.9%; only ~100K ETH left to buy
3️⃣ At ~$41M a week, that's 6-7 more weeks of bids
📉 ETH $2,568 (-5.1%), 1H RSI 16, below 20/50 EMAs
🎯 My take: $2,552 low must hold; reclaim $2,600 to calm it
💬 Does ETH need Bitmine's bid, or is it priced in? 👇
#Ethereum #Bitmine #CryptoNews
15
Bitmine ETH buying is nearly complete
Bitmine is roughly 100,000 ETH away from reaching its 5 percent cap. This signals the end of a massive accumulation phase for the world's largest Ethereum treasury.
#Bitmine #EthereumTreasury
Bitmine ETH buying is nearly complete
Bitmine is roughly 100,000 ETH away from reaching its 5 percent cap. This signals the end of a massive accumulation phase for the world's largest Ethereum treasury.
#Bitmine #EthereumTreasury
Bitmine is roughly 100,000 ETH away from reaching its 5 percent cap. This signals the end of a massive accumulation phase for the world's largest Ethereum treasury.
#Bitmine #EthereumTreasury
9
【TOKEN2049 焦點：Bitmine 設立 5% 以太坊流通量「硬頂」，機構定投引擎即將熄火的結構性影響】
在今日於新加坡舉行的 TOKEN2049 峰會主題演講中，以太坊生態最大企業級持幣機構 Bitmine Immersion Technologies 主席 Tom Lee 公開宣布，公司對以太坊（ETH）的儲備策略將設立 5% 全網流通量的「硬頂（Hard Cap）」，在達成目標後將全面停止累積買入。
【核心儲備數據與進度拆解】
1. 籌碼集中度與剩餘配額：
• 截至目前，Bitmine 已持有 6,016,414 枚 ETH，約佔全網流通總量（1.221 億枚）的 4.9%，以現價約 2,580 美元計算，總持倉價值達 155 億美元。
• 距離 5% 上限僅剩約 10 萬枚 ETH（約 2.58 億美元）。若按過去一週約 4,100 萬美元的均速定投節奏，預計僅需 6 至 7 週即可全數達標並結束增持。
2. 企業財務與資本策略轉向：
• 鏈上數據（DropsTab）顯示，Bitmine 當前帳面存在約 45 億美元未實現浮虧，反映出其大部分部位是在前期牛市高位機械式買入積累而成。
• 財報顯示公司帳面仍保有 6.43 億美元現金與高流動性資產，具備充裕自有資金覆蓋剩餘 10 萬枚購買需求。設立 5% 硬頂意味著 Bitmine 即將終止為買幣而持續進行的股權融資與債務擴張，資本運作進入穩態持有階段。
3. 市場流動性與定價結構意涵：
• 自 2025 年 6 月啟動儲備計畫以來，Bitmine 扮演了類似 Strategy 在比特幣上的角色，每週無差別買入為 ETH 二級市場提供了關鍵的結構性吸納力。
• 當前以太坊現貨 ETF 資金流動性顯著放緩，ETH 價格失守 2,600 美元關口。這筆最持久的機構機械買盤即將退場，意味著現貨端隱形托底力量即將消退，市場需關注後續是否有新機構資金承接，以及二級市場波動加劇的風險。
$ETH #Ethereum #TOKEN2049 #Bitmine #Crypto
【TOKEN2049 焦點：Bitmine 設立 5% 以太坊流通量「硬頂」，機構定投引擎即將熄火的結構性影響】
在今日於新加坡舉行的 TOKEN2049 峰會主題演講中，以太坊生態最大企業級持幣機構 Bitmine Immersion Technologies 主席 Tom Lee 公開宣布，公司對以太坊（ETH）的儲備策略將設立 5% 全網流通量的「硬頂（Hard Cap）」，在達成目標後將全面停止累積買入。
【核心儲備數據與進度拆解】
1. 籌碼集中度與剩餘配額：
• 截至目前，Bitmine 已持有 6,016,414 枚 ETH，約佔全網流通總量（1.221 億枚）的 4.9%，以現價約 2,580 美元計算，總持倉價值達 155 億美元。
• 距離 5% 上限僅剩約 10 萬枚 ETH（約 2.58 億美元）。若按過去一週約 4,100 萬美元的均速定投節奏，預計僅需 6 至 7 週即可全數達標並結束增持。
2. 企業財務與資本策略轉向：
• 鏈上數據（DropsTab）顯示，Bitmine 當前帳面存在約 45 億美元未實現浮虧，反映出其大部分部位是在前期牛市高位機械式買入積累而成。
• 財報顯示公司帳面仍保有 6.43 億美元現金與高流動性資產，具備充裕自有資金覆蓋剩餘 10 萬枚購買需求。設立 5% 硬頂意味著 Bitmine 即將終止為買幣而持續進行的股權融資與債務擴張，資本運作進入穩態持有階段。
3. 市場流動性與定價結構意涵：
• 自 2025 年 6 月啟動儲備計畫以來，Bitmine 扮演了類似 Strategy 在比特幣上的角色，每週無差別買入為 ETH 二級市場提供了關鍵的結構性吸納力。
• 當前以太坊現貨 ETF 資金流動性顯著放緩，ETH 價格失守 2,600 美元關口。這筆最持久的機構機械買盤即將退場，意味著現貨端隱形托底力量即將消退，市場需關注後續是否有新機構資金承接，以及二級市場波動加劇的風險。
$ETH #Ethereum #TOKEN2049 #Bitmine #Crypto
在今日於新加坡舉行的 TOKEN2049 峰會主題演講中，以太坊生態最大企業級持幣機構 Bitmine Immersion Technologies 主席 Tom Lee 公開宣布，公司對以太坊（ETH）的儲備策略將設立 5% 全網流通量的「硬頂（Hard Cap）」，在達成目標後將全面停止累積買入。
【核心儲備數據與進度拆解】
1. 籌碼集中度與剩餘配額：
• 截至目前，Bitmine 已持有 6,016,414 枚 ETH，約佔全網流通總量（1.221 億枚）的 4.9%，以現價約 2,580 美元計算，總持倉價值達 155 億美元。
• 距離 5% 上限僅剩約 10 萬枚 ETH（約 2.58 億美元）。若按過去一週約 4,100 萬美元的均速定投節奏，預計僅需 6 至 7 週即可全數達標並結束增持。
2. 企業財務與資本策略轉向：
• 鏈上數據（DropsTab）顯示，Bitmine 當前帳面存在約 45 億美元未實現浮虧，反映出其大部分部位是在前期牛市高位機械式買入積累而成。
• 財報顯示公司帳面仍保有 6.43 億美元現金與高流動性資產，具備充裕自有資金覆蓋剩餘 10 萬枚購買需求。設立 5% 硬頂意味著 Bitmine 即將終止為買幣而持續進行的股權融資與債務擴張，資本運作進入穩態持有階段。
3. 市場流動性與定價結構意涵：
• 自 2025 年 6 月啟動儲備計畫以來，Bitmine 扮演了類似 Strategy 在比特幣上的角色，每週無差別買入為 ETH 二級市場提供了關鍵的結構性吸納力。
• 當前以太坊現貨 ETF 資金流動性顯著放緩，ETH 價格失守 2,600 美元關口。這筆最持久的機構機械買盤即將退場，意味著現貨端隱形托底力量即將消退，市場需關注後續是否有新機構資金承接，以及二級市場波動加劇的風險。
$ETH #Ethereum #TOKEN2049 #Bitmine #Crypto
58
·
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🚨 Tom Lee says Bitmine will stop buying ETH after hitting 5% ownership, ending a mid-2025 accumulation streak that made it the largest ETH treasury holder. This steady buyer exit could reduce demand pressure on ETHUSDT. Watch for potential supply-side shifts as institutional stacking pauses.
What happens when a major accumulator steps back?
#Bitmine
$ETH #TradingSignal #CryptoAnalysis
🚨 Tom Lee says Bitmine will stop buying ETH after hitting 5% ownership, ending a mid-2025 accumulation streak that made it the largest ETH treasury holder. This steady buyer exit could reduce demand pressure on ETHUSDT. Watch for potential supply-side shifts as institutional stacking pauses.
What happens when a major accumulator steps back?
#Bitmine
$ETH #TradingSignal #CryptoAnalysis
What happens when a major accumulator steps back?
#Bitmine
$ETH #TradingSignal #CryptoAnalysis
10
·
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$ETH 跌到 2,581 美元，最大的买家却宣布：再买约 10 万枚就收手 🛑
据 Cointelegraph 报道，Tom Lee 今天在 TOKEN2049 表示，BitMine 已持有约 600 万枚 ETH（约占供应 4.9%），5% 是“硬上限”。
ETF 也在失血：据其援引 SoSoValue 数据，美国现货以太坊 ETF 连续 6 个交易日净流出约 4.08 亿美元，10 月 6 日单日约 2.02 亿美元，全部来自贝莱德 ETHA。
币安数据（10-07 19:01）：ETH 24h 跌 4.9%，4 小时 RSI 20.9，MA50 在 2,547。
粗算 BitMine 剩余买盘约 2.6 亿美元，和 ETF 一天的流出差不多。
1️⃣ 如果守住 2,547 并收回 2,685，超卖反弹剧本成立；
2️⃣ 如果日线收在 2,547 下方，反弹失效，下一个参考是 30 日低点 2,359。
少了最稳的买家，ETH 下一个接盘的会是谁？
来源：Cointelegraph
$ETH #以太坊ETF #BitMine
#币安广场
⚠️ 以上为信息整理与个人观点，不构成投资建议，DYOR。
$ETH 跌到 2,581 美元，最大的买家却宣布：再买约 10 万枚就收手 🛑
据 Cointelegraph 报道，Tom Lee 今天在 TOKEN2049 表示，BitMine 已持有约 600 万枚 ETH（约占供应 4.9%），5% 是“硬上限”。
ETF 也在失血：据其援引 SoSoValue 数据，美国现货以太坊 ETF 连续 6 个交易日净流出约 4.08 亿美元，10 月 6 日单日约 2.02 亿美元，全部来自贝莱德 ETHA。
币安数据（10-07 19:01）：ETH 24h 跌 4.9%，4 小时 RSI 20.9，MA50 在 2,547。
粗算 BitMine 剩余买盘约 2.6 亿美元，和 ETF 一天的流出差不多。
1️⃣ 如果守住 2,547 并收回 2,685，超卖反弹剧本成立；
2️⃣ 如果日线收在 2,547 下方，反弹失效，下一个参考是 30 日低点 2,359。
少了最稳的买家，ETH 下一个接盘的会是谁？
来源：Cointelegraph
$ETH #以太坊ETF #BitMine
#币安广场
⚠️ 以上为信息整理与个人观点，不构成投资建议，DYOR。
据 Cointelegraph 报道，Tom Lee 今天在 TOKEN2049 表示，BitMine 已持有约 600 万枚 ETH（约占供应 4.9%），5% 是“硬上限”。
ETF 也在失血：据其援引 SoSoValue 数据，美国现货以太坊 ETF 连续 6 个交易日净流出约 4.08 亿美元，10 月 6 日单日约 2.02 亿美元，全部来自贝莱德 ETHA。
币安数据（10-07 19:01）：ETH 24h 跌 4.9%，4 小时 RSI 20.9，MA50 在 2,547。
粗算 BitMine 剩余买盘约 2.6 亿美元，和 ETF 一天的流出差不多。
1️⃣ 如果守住 2,547 并收回 2,685，超卖反弹剧本成立；
2️⃣ 如果日线收在 2,547 下方，反弹失效，下一个参考是 30 日低点 2,359。
少了最稳的买家，ETH 下一个接盘的会是谁？
来源：Cointelegraph
$ETH #以太坊ETF #BitMine
#币安广场
⚠️ 以上为信息整理与个人观点，不构成投资建议，DYOR。
242
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🚨 BitMine 给自家囤币划了条 5% 的死线：到点就收手，一枚都不再多囤？
群组：[点击进入玖玖短线策略群](https://app.binance.com/uni-qr/YUndp5XA)
👀 背景：这家以太坊财库公司 BitMine Immersion Technologies，手里已经攥着 600 多万枚 ETH。照现在的买法，最快 11 月初就能摸到"以太坊总量 5%"这道天花板。
📊 数据：据 Cointelegraph 统计，从 7 月 13 日到 9 月 28 日的 12 次周报里，公司累计买入约 259,000 枚 ETH，平均每周约 21,600 枚。截至周日持仓 6,001,302 枚，占其引用的 122.1 百万枚供应量的 4.9%；离 5%（约 6.105 百万枚）只差约 103,700 枚，按现速约 4.8 周补齐。
🔥 争议点：Tom Lee 在 8 月的 Bankless 采访里说，如果以太坊的使用继续扩张、更多企业开始持有 ETH，超过 5% 也说得通；但公司大概率到 2027 年再重新讨论。若决定停在 5% 附近，可能会把质押奖励产出的 ETH 卖掉，防止持仓占比继续升高。
💡 真正值得盯的不是"5% 这个整数"，而是一家公司从"无限囤币"切换成"有上限的资产管理者"：一旦封顶，供给端那股不受约束的边际买盘就消失了。
⚠️ 泼冷水：这些数字来自公司自己的周报，5% 是目标不是承诺；节奏随时会变——BitMine 今年 5 月就曾主动放慢过买入。
👀 那你站哪边：你觉得"囤到 5% 封顶"是理性止盈，还是觉得这只是话术、到点照样加仓？评论区站个队👇
点击头像观看直播 + 加入玖玖聊天群获取每日策略🚀
#以太坊 #ETH #BitMine #机构资金
🚨 BitMine 给自家囤币划了条 5% 的死线：到点就收手，一枚都不再多囤？
群组：点击进入玖玖短线策略群
👀 背景：这家以太坊财库公司 BitMine Immersion Technologies，手里已经攥着 600 多万枚 ETH。照现在的买法，最快 11 月初就能摸到"以太坊总量 5%"这道天花板。
📊 数据：据 Cointelegraph 统计，从 7 月 13 日到 9 月 28 日的 12 次周报里，公司累计买入约 259,000 枚 ETH，平均每周约 21,600 枚。截至周日持仓 6,001,302 枚，占其引用的 122.1 百万枚供应量的 4.9%；离 5%（约 6.105 百万枚）只差约 103,700 枚，按现速约 4.8 周补齐。
🔥 争议点：Tom Lee 在 8 月的 Bankless 采访里说，如果以太坊的使用继续扩张、更多企业开始持有 ETH，超过 5% 也说得通；但公司大概率到 2027 年再重新讨论。若决定停在 5% 附近，可能会把质押奖励产出的 ETH 卖掉，防止持仓占比继续升高。
💡 真正值得盯的不是"5% 这个整数"，而是一家公司从"无限囤币"切换成"有上限的资产管理者"：一旦封顶，供给端那股不受约束的边际买盘就消失了。
⚠️ 泼冷水：这些数字来自公司自己的周报，5% 是目标不是承诺；节奏随时会变——BitMine 今年 5 月就曾主动放慢过买入。
👀 那你站哪边：你觉得"囤到 5% 封顶"是理性止盈，还是觉得这只是话术、到点照样加仓？评论区站个队👇
点击头像观看直播 + 加入玖玖聊天群获取每日策略🚀
#以太坊 #ETH #BitMine #机构资金
群组：点击进入玖玖短线策略群
👀 背景：这家以太坊财库公司 BitMine Immersion Technologies，手里已经攥着 600 多万枚 ETH。照现在的买法，最快 11 月初就能摸到"以太坊总量 5%"这道天花板。
📊 数据：据 Cointelegraph 统计，从 7 月 13 日到 9 月 28 日的 12 次周报里，公司累计买入约 259,000 枚 ETH，平均每周约 21,600 枚。截至周日持仓 6,001,302 枚，占其引用的 122.1 百万枚供应量的 4.9%；离 5%（约 6.105 百万枚）只差约 103,700 枚，按现速约 4.8 周补齐。
🔥 争议点：Tom Lee 在 8 月的 Bankless 采访里说，如果以太坊的使用继续扩张、更多企业开始持有 ETH，超过 5% 也说得通；但公司大概率到 2027 年再重新讨论。若决定停在 5% 附近，可能会把质押奖励产出的 ETH 卖掉，防止持仓占比继续升高。
💡 真正值得盯的不是"5% 这个整数"，而是一家公司从"无限囤币"切换成"有上限的资产管理者"：一旦封顶，供给端那股不受约束的边际买盘就消失了。
⚠️ 泼冷水：这些数字来自公司自己的周报，5% 是目标不是承诺；节奏随时会变——BitMine 今年 5 月就曾主动放慢过买入。
👀 那你站哪边：你觉得"囤到 5% 封顶"是理性止盈，还是觉得这只是话术、到点照样加仓？评论区站个队👇
点击头像观看直播 + 加入玖玖聊天群获取每日策略🚀
#以太坊 #ETH #BitMine #机构资金
230
·
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BitMine 宣布给 $ETH 持仓设 5% 硬上限。董事长 Tom Lee 在新加坡 Token2049 主题演讲中表示，公司已累计约 600 万枚以太币，占供应量约 4.9%，距目标还差约 10 万枚。「这是硬上限，我们不会再增持超过 5%。」Lee 称停止增持后将不再需要为买币融资，未来有望跑赢 ETH 本身；此前的质押收益可能会出售，以防占比突破 5%。这与他 8 月时「看以太坊采用情况再定」的表态形成对比。#ETH #BitMine（来源：X）
BitMine 宣布给 $ETH 持仓设 5% 硬上限。董事长 Tom Lee 在新加坡 Token2049 主题演讲中表示，公司已累计约 600 万枚以太币，占供应量约 4.9%，距目标还差约 10 万枚。「这是硬上限，我们不会再增持超过 5%。」Lee 称停止增持后将不再需要为买币融资，未来有望跑赢 ETH 本身；此前的质押收益可能会出售，以防占比突破 5%。这与他 8 月时「看以太坊采用情况再定」的表态形成对比。#ETH #BitMine（来源：X）
153
BitMine will stop accumulating Ether once they hit 5 percent of the total supply. Tom Lee confirmed the company is turning their accumulation target into a hard ceiling for future buys.
#EtherSupply #BitMine
BitMine will stop accumulating Ether once they hit 5 percent of the total supply. Tom Lee confirmed the company is turning their accumulation target into a hard ceiling for future buys.
#EtherSupply #BitMine
#EtherSupply #BitMine
15
·
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Bitmine持仓突破601万ETH，逼近流通量5%目标！
Bitmine最新持仓为6,016,414枚$ETH ，约164亿美元，占约1.221亿枚总供应的4.9%，距离自定的“炼金5%”只差约1%！
10月4日当周再买15,112枚，约4100万美元。自2025年6月30日启动国库策略以来，已连续约15个月、每周都在买😱
并不是短线抄底，而是公司把ETH当成可质押的储备资产：此前约84%仓位已质押，年化质押收入一度按约3.58亿美元测算
接近5%供应后，网络效应、质押收益和股票叙事可以互相加强；主席Lee还称加密牛市已经展开，并在10月7日Token2049做主题演讲
同期公司还持有214枚BTC、约6.43亿美元现金及证券
影响偏结构性，不是立刻拉盘
持续买盘锁住流通筹码，质押又减少可卖供给，对中期抛压是支撑；但单周仅增约1.5万枚，相对日成交量有限，并不影响日内波动
目标临近后，增量可能放缓，若股价或融资承压，市场会交易买完了，而不是还在买
ETH现价约2610美元，日内跌约3%，落在2590–2610美元支撑带
失守看2530–2540美元，再下是2320美元。压力先看2670–2720美元
站稳才看2740–2780美元前高，质押仓是底，不是短线突破信号，别被影响操作，毕竟你看到的只是想让你看到的！
#Bitmine
{future}(ETHUSDT)
Bitmine持仓突破601万ETH，逼近流通量5%目标！
Bitmine最新持仓为6,016,414枚$ETH ，约164亿美元，占约1.221亿枚总供应的4.9%，距离自定的“炼金5%”只差约1%！
10月4日当周再买15,112枚，约4100万美元。自2025年6月30日启动国库策略以来，已连续约15个月、每周都在买😱
并不是短线抄底，而是公司把ETH当成可质押的储备资产：此前约84%仓位已质押，年化质押收入一度按约3.58亿美元测算
接近5%供应后，网络效应、质押收益和股票叙事可以互相加强；主席Lee还称加密牛市已经展开，并在10月7日Token2049做主题演讲
同期公司还持有214枚BTC、约6.43亿美元现金及证券
影响偏结构性，不是立刻拉盘
持续买盘锁住流通筹码，质押又减少可卖供给，对中期抛压是支撑；但单周仅增约1.5万枚，相对日成交量有限，并不影响日内波动
目标临近后，增量可能放缓，若股价或融资承压，市场会交易买完了，而不是还在买
ETH现价约2610美元，日内跌约3%，落在2590–2610美元支撑带
失守看2530–2540美元，再下是2320美元。压力先看2670–2720美元
站稳才看2740–2780美元前高，质押仓是底，不是短线突破信号，别被影响操作，毕竟你看到的只是想让你看到的！
#Bitmine
Bitmine最新持仓为6,016,414枚$ETH ，约164亿美元，占约1.221亿枚总供应的4.9%，距离自定的“炼金5%”只差约1%！
10月4日当周再买15,112枚，约4100万美元。自2025年6月30日启动国库策略以来，已连续约15个月、每周都在买😱
并不是短线抄底，而是公司把ETH当成可质押的储备资产：此前约84%仓位已质押，年化质押收入一度按约3.58亿美元测算
接近5%供应后，网络效应、质押收益和股票叙事可以互相加强；主席Lee还称加密牛市已经展开，并在10月7日Token2049做主题演讲
同期公司还持有214枚BTC、约6.43亿美元现金及证券
影响偏结构性，不是立刻拉盘
持续买盘锁住流通筹码，质押又减少可卖供给，对中期抛压是支撑；但单周仅增约1.5万枚，相对日成交量有限，并不影响日内波动
目标临近后，增量可能放缓，若股价或融资承压，市场会交易买完了，而不是还在买
ETH现价约2610美元，日内跌约3%，落在2590–2610美元支撑带
失守看2530–2540美元，再下是2320美元。压力先看2670–2720美元
站稳才看2740–2780美元前高，质押仓是底，不是短线突破信号，别被影响操作，毕竟你看到的只是想让你看到的！
#Bitmine
321
BitMine Acquired Another 12,500 $ETH From BitGo — Whales Are Building Up 🐋 Whales do not go for the pumps.
They go for the fear. Just now on-chain analysts detected yet another whale accumulation from Tom Lee's BitMine.
Within a period of about 4 hours wallets belonging to BitMine have accumulated ∼12,000 and 23,000 ETH respectively from BitGo and Kraken hot wallets.
The latter move was verified to be 12,500 $ETH transferred straight from BitGo custody. d05e It is spot accumulation.
ETH is being taken off of the exchange right into cold wallet holding. d05e Why is that important? It is conviction, not hedging.
This kind of institutional spot buy is a known signal. d05e BitMine already has over 3.6M $ETH with value of ∼$10.9B — nearly 3% of total supply — and plans to get 5%.
These new accumulations are made on the backdrop of Tom Lee’s forecast for the ETH price bottoming out near $2,500 then rising to $7K-$9K. 5a32 The whales start moving when BitGo vaults open.
Who are you going with?
#Ethereum #ETH #BitMine
{spot}(ETHUSDT)
BitMine Acquired Another 12,500 $ETH From BitGo — Whales Are Building Up 🐋 Whales do not go for the pumps.
They go for the fear. Just now on-chain analysts detected yet another whale accumulation from Tom Lee's BitMine.
Within a period of about 4 hours wallets belonging to BitMine have accumulated ∼12,000 and 23,000 ETH respectively from BitGo and Kraken hot wallets.
The latter move was verified to be 12,500 $ETH transferred straight from BitGo custody. d05e It is spot accumulation.
ETH is being taken off of the exchange right into cold wallet holding. d05e Why is that important? It is conviction, not hedging.
This kind of institutional spot buy is a known signal. d05e BitMine already has over 3.6M $ETH with value of ∼$10.9B — nearly 3% of total supply — and plans to get 5%.
These new accumulations are made on the backdrop of Tom Lee’s forecast for the ETH price bottoming out near $2,500 then rising to $7K-$9K. 5a32 The whales start moving when BitGo vaults open.
Who are you going with?
#Ethereum #ETH #BitMine
They go for the fear. Just now on-chain analysts detected yet another whale accumulation from Tom Lee's BitMine.
Within a period of about 4 hours wallets belonging to BitMine have accumulated ∼12,000 and 23,000 ETH respectively from BitGo and Kraken hot wallets.
The latter move was verified to be 12,500 $ETH transferred straight from BitGo custody. d05e It is spot accumulation.
ETH is being taken off of the exchange right into cold wallet holding. d05e Why is that important? It is conviction, not hedging.
This kind of institutional spot buy is a known signal. d05e BitMine already has over 3.6M $ETH with value of ∼$10.9B — nearly 3% of total supply — and plans to get 5%.
These new accumulations are made on the backdrop of Tom Lee’s forecast for the ETH price bottoming out near $2,500 then rising to $7K-$9K. 5a32 The whales start moving when BitGo vaults open.
Who are you going with?
#Ethereum #ETH #BitMine
1
133
·
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Cripto: BitMine ahora posee más de 6 millones de ETH
BitMine continúa acumulando Ethereum. La empresa acaba de comprar 15,112 ETH adicionales por aproximadamente 41 millones de dólares. Su reserva alcanza ahora 6,016,414 ETH, valorados en torno a 16.4 mil millones de dólares. Según su propio cálculo, la compañía controla el 4.9 % de la oferta de Ethereum y está ahora al 99 % de su objetivo del 5 %.
BitMine posee ahora 6,016,414 ETH, aproximadamente 16.4 mil millones de dólares.
La compañía estima controlar el 4.9 % de la oferta total de Ethereum.
Más de 5 millones de sus ETH ya están en staking.
BitMine añade otros 41 millones $ a su reserva cripto
El progreso continúa semana tras semana. A finales de septiembre, BitMine ya había superado los 6 millones de ETH tras la compra de 17,362 tokens adicionales. Una semana después, se suman 15,112 ETH más al inventario. Al precio de referencia de 2,726 dólares usado por la empresa, la nueva adquisición representa aproximadamente 41 millones de dólares. BitMine ahora posee exactamente 6,016,414 ETH.
La compañía no ha interrumpido sus compras semanales desde el lanzamiento de su estrategia de tesorería Ethereum, el 30 de junio de 2025. En quince meses, se ha convertido en la primera tesorería empresarial centrada en Ethereum. También sigue siendo la segunda mayor tesorería cripto cotizada, detrás de Strategy y su enorme reserva de Bitcoin.
BitMine llama a su objetivo “Alquimia del 5 %”. El principio: poseer el 5 % de la oferta total de Ethereum. Actualmente estima haber completado el 99 % del camino.
Más de 5 millones de ETH ya trabajan en staking
BitMine no guarda simplemente sus tokens en wallets. De sus aproximadamente 6.02 millones de ETH, 5,067,309 están en staking, es decir, alrededor del 84 % de la reserva. La compañía utiliza principalmente MAVAN, su infraestructura de staking destinada a activos institucionales.
$ETH
{spot}(ETHUSDT)
$STABLE
{future}(STABLEUSDT)
$MAV
{spot}(MAVUSDT)
#Bitmine
Cripto: BitMine ahora posee más de 6 millones de ETH
BitMine continúa acumulando Ethereum. La empresa acaba de comprar 15,112 ETH adicionales por aproximadamente 41 millones de dólares. Su reserva alcanza ahora 6,016,414 ETH, valorados en torno a 16.4 mil millones de dólares. Según su propio cálculo, la compañía controla el 4.9 % de la oferta de Ethereum y está ahora al 99 % de su objetivo del 5 %.
BitMine posee ahora 6,016,414 ETH, aproximadamente 16.4 mil millones de dólares.
La compañía estima controlar el 4.9 % de la oferta total de Ethereum.
Más de 5 millones de sus ETH ya están en staking.
BitMine añade otros 41 millones $ a su reserva cripto
El progreso continúa semana tras semana. A finales de septiembre, BitMine ya había superado los 6 millones de ETH tras la compra de 17,362 tokens adicionales. Una semana después, se suman 15,112 ETH más al inventario. Al precio de referencia de 2,726 dólares usado por la empresa, la nueva adquisición representa aproximadamente 41 millones de dólares. BitMine ahora posee exactamente 6,016,414 ETH.
La compañía no ha interrumpido sus compras semanales desde el lanzamiento de su estrategia de tesorería Ethereum, el 30 de junio de 2025. En quince meses, se ha convertido en la primera tesorería empresarial centrada en Ethereum. También sigue siendo la segunda mayor tesorería cripto cotizada, detrás de Strategy y su enorme reserva de Bitcoin.
BitMine llama a su objetivo “Alquimia del 5 %”. El principio: poseer el 5 % de la oferta total de Ethereum. Actualmente estima haber completado el 99 % del camino.
Más de 5 millones de ETH ya trabajan en staking
BitMine no guarda simplemente sus tokens en wallets. De sus aproximadamente 6.02 millones de ETH, 5,067,309 están en staking, es decir, alrededor del 84 % de la reserva. La compañía utiliza principalmente MAVAN, su infraestructura de staking destinada a activos institucionales.
$ETH
$STABLE
$MAV
#Bitmine
BitMine continúa acumulando Ethereum. La empresa acaba de comprar 15,112 ETH adicionales por aproximadamente 41 millones de dólares. Su reserva alcanza ahora 6,016,414 ETH, valorados en torno a 16.4 mil millones de dólares. Según su propio cálculo, la compañía controla el 4.9 % de la oferta de Ethereum y está ahora al 99 % de su objetivo del 5 %.
BitMine posee ahora 6,016,414 ETH, aproximadamente 16.4 mil millones de dólares.
La compañía estima controlar el 4.9 % de la oferta total de Ethereum.
Más de 5 millones de sus ETH ya están en staking.
BitMine añade otros 41 millones $ a su reserva cripto
El progreso continúa semana tras semana. A finales de septiembre, BitMine ya había superado los 6 millones de ETH tras la compra de 17,362 tokens adicionales. Una semana después, se suman 15,112 ETH más al inventario. Al precio de referencia de 2,726 dólares usado por la empresa, la nueva adquisición representa aproximadamente 41 millones de dólares. BitMine ahora posee exactamente 6,016,414 ETH.
La compañía no ha interrumpido sus compras semanales desde el lanzamiento de su estrategia de tesorería Ethereum, el 30 de junio de 2025. En quince meses, se ha convertido en la primera tesorería empresarial centrada en Ethereum. También sigue siendo la segunda mayor tesorería cripto cotizada, detrás de Strategy y su enorme reserva de Bitcoin.
BitMine llama a su objetivo “Alquimia del 5 %”. El principio: poseer el 5 % de la oferta total de Ethereum. Actualmente estima haber completado el 99 % del camino.
Más de 5 millones de ETH ya trabajan en staking
BitMine no guarda simplemente sus tokens en wallets. De sus aproximadamente 6.02 millones de ETH, 5,067,309 están en staking, es decir, alrededor del 84 % de la reserva. La compañía utiliza principalmente MAVAN, su infraestructura de staking destinada a activos institucionales.
$ETH
$STABLE
$MAV
#Bitmine
58
Көбірек контент көру үшін кіріңіз
Binance Square платформасында әлемдік криптоқоғамдастыққа қосылыңыз
⚡️ Криптовалюта туралы ең соңғы және пайдалы ақпаратты алыңыз.
💬 Әлемдегі ең ірі криптобиржаның сеніміне ие.
👍 Расталған авторлардың нақты пікірлерін табыңыз.
Электрондық пошта/телефон нөмірі
Трендтегі тақырыптар
1
#BitcoinReboundsTo$83K
41,118 рет көрілді
244 адам талқылап жатыр
2
#EthereumLiquidationsHit$356M
37,012 рет көрілді
142 адам талқылап жатыр
3
#BitcoinETFsSee$244MNetOutflows
7,732 рет көрілді
101 адам талқылап жатыр
4
#ZcashTargetsJanuaryForQuantumResistantPayments
33,242 рет көрілді
605 адам талқылап жатыр
5
#EthereumSurpasses$2500
19,485 рет көрілді
158 адам талқылап жатыр
6
#SolanaPlansToCutBlockTimesTo200ms
140,027 рет көрілді
1,639 адам талқылап жатыр
7
#ReusedBitcoinAddressesHold4.33MBTC
120,875 рет көрілді
1,520 адам талқылап жатыр
8
#BitcoinDipsBelow$81K
108,995 рет көрілді
206 адам талқылап жатыр
9
#SenBlumenthalProbesCantorFitzgeraldTetherTies
51,884 рет көрілді
1,193 адам талқылап жатыр
10
#SecuritizeSharesRiseOver10%AfterTokenizedStocksLaunch
3,807 рет көрілді
58 адам талқылап жатыр