bitmine

Bitmine Immersion Technologies (BMNR), una compañía que originalmente se dedicaba a la minería de Bitcoin, acaba de adquirir 26,497 ETH adicionales, elevando sus reservas a aproximadamente 5,39 millones de ETH, equivalentes al 4,47% del suministro circulante de Ethereum. 🔥
Lo más sorprendente es que este movimiento ocurre apenas semanas después de que su presidente, Tom Lee, sugiriera que la empresa reduciría el ritmo de acumulación de ETH.
Sin embargo, la reciente caída de Ethereum por debajo de los USD 2,200 cambió los planes.
💬 "Continuamos adquiriendo ETH de manera constante. Consideramos que el reciente retroceso por debajo de los 2.200 dólares representa una oportunidad atractiva", afirmó Lee.
Con esta compra, Bitmine ya habría completado cerca del 89% de su objetivo de controlar el 5% de toda la oferta de Ethereum, una de las metas más ambiciosas vistas hasta ahora dentro del ecosistema cripto.
La compañía mantiene una visión alcista de largo plazo y considera que Ethereum podría beneficiarse enormemente de tendencias como:
✅ La tokenización de activos financieros.
✅ La adopción institucional.
✅ El crecimiento de la inteligencia artificial sobre infraestructuras blockchain.
Mientras muchos inversores ven la caída como una señal de debilidad, Bitmine la interpreta como una oportunidad para seguir acumulando.
👀 ¿Crees que Ethereum está infravalorado actualmente o que las instituciones están asumiendo un riesgo excesivo?
#Bitmine #Ethereum $ETH

截至2026年6月1日，Bitmine Immersion Technologies（NYSE: #BMNR ）持有约539万枚ETH（占总量4.47%），平均成本约3,500美元。按今日以太币2,000美元计算，ETH持仓市值约107.8亿美元；加上7.75亿美元现金、少量比特币及股权投资，总资产约140亿美元。然而公司股价仅约19.25美元，总市值约111.7亿美元——仅ETH加现金的价值（115.6亿美元）已超过市值，市场给予明显折价。
若以太币跌至1,000美元，情景将截然不同：
· 持仓价值腰斩：539万枚ETH市值缩水至53.9亿美元，较当前减少约54亿美元。叠加现金后合计仅约61.7亿美元，较当前111.7亿美元的市值低出约50亿美元。
· 账面浮亏惊人：按平均成本3,500美元计算，每枚ETH浮亏2,500美元，未实现亏损总额高达约135亿美元。采用市值计价会计处理后，损益表将遭受重创。
· 质押收入提供有限缓冲：公司已将约89%的ETH投入质押，年化收入约2.8亿美元。虽能维持运营现金流，但与百亿级账面损失相比杯水车薪。
· 零负债避免强制清算：这是最关键的防火墙——Bitmine几乎没有债务，不存在因ETH跌破清算线而被债权人抛售的风险。但股价层面，由于近70%为散户持有，恐慌性抛售将导致BMNR跌幅可能超过ETH现货。
简言之：ETH跌至1,000美元时，Bitmine不会破产，但其“资产净值锚”将彻底失效——市值反超资产净值约50亿美元，股价与以太币的相关系数将无限趋近于1。#Bitmine #Ethereum $ETH

Bitmine Immersion Technologies is stepping into the spotlight. The reason? Its inclusion on the preliminary list for the Russell 3000—a move that, according to chairman Tom Lee, could significantly impact the company’s stock trajectory.
A Potential Entry Among Market Giants
The Russell 3000 tracks the 3,000 largest publicly traded companies in the United States. Managed by FTSE Russell, the index is regularly updated—and Bitmine has now emerged as a candidate.
Even more compelling is the possibility of inclusion in the Russell 1000, which represents the top 1,000 U.S. companies. With a market capitalization exceeding $10 billion, Bitmine comfortably surpasses the minimum threshold required.
Why Inclusion Matters
Being added to the Russell 1000 is more than just a badge of prestige—it has tangible financial implications:
Many active fund managers only invest in stocks within this indexPassive funds and ETFs often automatically buy newly included stocksUp to 25% of a company’s market cap can be held by index funds
In practice, this means that inclusion could trigger significant buying pressure—regardless of broader market sentiment.
It would also place Bitmine alongside major corporations like Nvidia, Microsoft, and Apple, opening the door to a broader investor base.
Stock Performance: From Surge to Decline
Bitmine’s stock has experienced notable volatility. Since the start of the year, shares have dropped by more than 30%, currently trading around $18.88.
Yet in 2025, the company saw explosive growth. Following the announcement of its Ether-focused fund strategy, the stock surged above $135 within days.
At the same time, Bitmine has been aggressively expanding its position in Ethereum:
Over 163,000 ETH held in mid-2025Approximately 5.28 million ETH currently under managementEquivalent to about 4.37% of total supply
The company aims to reach a 5% share—surpassing 6 million ETH.
Market Pressure: Ethereum Decline and Billions in Losses
Ethereum’s price drop has posed challenges. The asset is down more than 57% from its all-time high, impacting the value of Bitmine’s holdings.
Estimated losses have reached around $7.3 billion.
Despite this, Tom Lee remains optimistic, arguing that the decline represents a buying opportunity. He also highlighted that the company earns approximately $289 million annually through staking its holdings.
Key Dates Ahead
The coming weeks will be crucial. London Stock Exchange Group, through FTSE Russell, will release further updates in June, with the final index composition taking effect after market close on June 26.
What It Means for Investors
Inclusion in the Russell indices could serve as a major catalyst for Bitmine. The combination of institutional demand, automatic fund inflows, and exposure to Ethereum creates a powerful mix that could drive stock performance.
Whether this scenario plays out will depend not only on index decisions but also on broader crypto market trends.
#Ethereum , #Bitmine , #stockmarket , #Investing , #etf
Stay one step ahead – follow our profile and stay informed about everything important in the world of cryptocurrencies.
Disclaimer:
The information and opinions presented in this article are for informational and educational purposes only and should not be considered financial or investment advice. Nothing on this page constitutes a recommendation to buy or sell any assets. Cryptocurrency investments are inherently risky and may result in financial loss. Always do your own research before making any investment decisions.