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TOM LEE'S $6 BILLION $ETH WAGER IS BLEEDING! 🚨
$ETH price sits near ~$2,300. Average cost estimated at ~$3,800. That's a brutal ~40% drawdown on 4,000,000+ $ETH exposure.
BitMine is still stacking and staking through the pain.
This isn't about perfect timing anymore. It's pure survival until the long-term thesis hits. They are holding the line.
#Ethereum #CryptoPain #BitMine #LongTermHold 📉
$ETH price sits near ~$2,300. Average cost estimated at ~$3,800. That's a brutal ~40% drawdown on 4,000,000+ $ETH exposure.
BitMine is still stacking and staking through the pain.
This isn't about perfect timing anymore. It's pure survival until the long-term thesis hits. They are holding the line.
#Ethereum #CryptoPain #BitMine #LongTermHold 📉
📉 From Rags to Riches (or Vice-Versa)?
On one side, we have Michael Saylor (Strategy Inc.), holding a massive 712,000+ $BTC.
On the other hand, Tom Lee (BitMine Immersion) has cornered the market with over 4.2 million $ETH.
Saylor's Strategy: Currently sitting on B.E on his #BTC investment.
Lee's BitMine: Facing an even worse situation
a massive $6 billion unrealized loss as ETH struggles to find its footing.
What do you think happens next?
🚀 Filthy Rich: They hold the line, the market flips, and these "paper losses" turn into the greatest wealth transfer in history.
📉 Going Broke: The pressure becomes too much, the stocks collapse, and they are forced to liquidate, sending the market into a generational tailspin.
#Crypto2026Forecast #SaylorBTCPurchase
#MarketCorrection #Bitmine
On one side, we have Michael Saylor (Strategy Inc.), holding a massive 712,000+ $BTC.
On the other hand, Tom Lee (BitMine Immersion) has cornered the market with over 4.2 million $ETH.
Saylor's Strategy: Currently sitting on B.E on his #BTC investment.
Lee's BitMine: Facing an even worse situation
a massive $6 billion unrealized loss as ETH struggles to find its footing.
What do you think happens next?
🚀 Filthy Rich: They hold the line, the market flips, and these "paper losses" turn into the greatest wealth transfer in history.
📉 Going Broke: The pressure becomes too much, the stocks collapse, and they are forced to liquidate, sending the market into a generational tailspin.
#Crypto2026Forecast #SaylorBTCPurchase
#MarketCorrection #Bitmine
How falling $ETH can benefit $BMNR
BitMine was built for moments like this.
No leverage. No forced selling. No balance sheet stress.$PAXG
Lower prices increase flexibility, not risk.
🔹 Zero debt$QKC
🔹 Strong cash position
🔹 ETH accumulated at lower prices
On top of that, $BMNR earns ~$200M–$400M per year in ETH staking yield, independent of price, and that yield scales higher over time as more ETH is staked.
That means no dilution below mNAV and more ETH added per dollar.
fundstrat isn’t panicking.
BitMNR ’s plan is still playing out.
MAKE THIS GO VIRAL ON BINANCE SQUARE. LET’S GO 👏
#Bitmine
#TomLee
#WhenWillBTCRebound
BitMine was built for moments like this.
No leverage. No forced selling. No balance sheet stress.$PAXG
Lower prices increase flexibility, not risk.
🔹 Zero debt$QKC
🔹 Strong cash position
🔹 ETH accumulated at lower prices
On top of that, $BMNR earns ~$200M–$400M per year in ETH staking yield, independent of price, and that yield scales higher over time as more ETH is staked.
That means no dilution below mNAV and more ETH added per dollar.
fundstrat isn’t panicking.
BitMNR ’s plan is still playing out.
MAKE THIS GO VIRAL ON BINANCE SQUARE. LET’S GO 👏
#Bitmine
#TomLee
#WhenWillBTCRebound
DASHUSDT
Perp
75X
Opening Short
Unrealized PNL
+6533.00%
$BTC TOM LEE IS DOWN $6 BILLION ON ETH
Bitmine is down 35% on its average $ETH entry.
Big conviction. Big capital. Still deep in drawdown.
Narratives don’t protect you from volatility.
Being right doesn’t mean being early is painless.
Risk management matters at every level.
$ZKP
#TomLee
#Bitmine
#USPPIJump
#BitcoinETFWatch
#TRUMP
Bitmine is down 35% on its average $ETH entry.
Big conviction. Big capital. Still deep in drawdown.
Narratives don’t protect you from volatility.
Being right doesn’t mean being early is painless.
Risk management matters at every level.
$ZKP
#TomLee
#Bitmine
#USPPIJump
#BitcoinETFWatch
#TRUMP
BitMine Bleeds $6 Billion: Tom Lee’s Massive Ethereum Supercycle Bet Faces Brutal Liquidation Scare
As of February 1, 2026, BitMine Immersion Technologies—a public cryptocurrency treasury company chaired by Fundstrat’s Tom Lee—is grappling with an estimated $6 billion unrealized loss on its Ethereum (ETH) holdings.
The massive paper loss follows a sharp market downturn where Ethereum’s price slid toward $2,300, significantly below BitMine's estimated average cost basis of approximately $3,600–$3,900.
Key Financial Details
Total Holdings: BitMine holds approximately 4.24 million ETH, representing roughly 3.5% of Ethereum's total circulating supply.
Current Valuation: The firm’s ETH stash is currently valued at roughly $9.6 billion, down from a peak of approximately $13.9 billion in October.
Staking Exposure: Roughly 2 million ETH of the total holdings are currently staked, generating an estimated 2.8% annual yield.
Recent Activity: Despite the mounting losses, BitMine reportedly acquired an additional 40,302 ETH last week, signaling a continued commitment to its "Ethereum supercycle" thesis.
Market Implications
The sheer size of BitMine's position has raised concerns about a "liquidation event". Analysts warn that forced selling of over 4 million ETH could destabilize the market, potentially pushing prices down an additional 20–40% due to liquidity slippage. However, because a significant portion of the assets are staked, Ethereum's exit queue would likely prevent an instantaneous "dump," potentially delaying a full liquidation for weeks.
Despite the "painful" start to 2026, Tom Lee remains publicly bullish, recently forecasting that Ethereum could still reach $12,000 later this year as part of a broader infrastructure transformation.
$ETH
#ETH
#TomLee
#CryptoNews
#Bitmine
#ETHSupercycle
As of February 1, 2026, BitMine Immersion Technologies—a public cryptocurrency treasury company chaired by Fundstrat’s Tom Lee—is grappling with an estimated $6 billion unrealized loss on its Ethereum (ETH) holdings.
The massive paper loss follows a sharp market downturn where Ethereum’s price slid toward $2,300, significantly below BitMine's estimated average cost basis of approximately $3,600–$3,900.
Key Financial Details
Total Holdings: BitMine holds approximately 4.24 million ETH, representing roughly 3.5% of Ethereum's total circulating supply.
Current Valuation: The firm’s ETH stash is currently valued at roughly $9.6 billion, down from a peak of approximately $13.9 billion in October.
Staking Exposure: Roughly 2 million ETH of the total holdings are currently staked, generating an estimated 2.8% annual yield.
Recent Activity: Despite the mounting losses, BitMine reportedly acquired an additional 40,302 ETH last week, signaling a continued commitment to its "Ethereum supercycle" thesis.
Market Implications
The sheer size of BitMine's position has raised concerns about a "liquidation event". Analysts warn that forced selling of over 4 million ETH could destabilize the market, potentially pushing prices down an additional 20–40% due to liquidity slippage. However, because a significant portion of the assets are staked, Ethereum's exit queue would likely prevent an instantaneous "dump," potentially delaying a full liquidation for weeks.
Despite the "painful" start to 2026, Tom Lee remains publicly bullish, recently forecasting that Ethereum could still reach $12,000 later this year as part of a broader infrastructure transformation.
$ETH
#ETH
#TomLee
#CryptoNews
#Bitmine
#ETHSupercycle
🚨 $ETH UPDATE: $6B Loss & Support Under Pressure! 📉
JUST IN: Tom Lee’s '#Bitmine ' ETH investment faces a staggering $6,000,000,000 unrealized loss. With ETH currently trading at $2,363, the crucial $2,400 support zone is officially under siege. 🚩
Market Highlights:
* ETF Outflows: US Spot ETFs saw $1.82B pulled this week ($1.49B BTC / $327M ETH) as sentiment cools. 🏦
* Bearish Grip: A sustained move below $2,400 could quickly trigger a slide toward $2,200.
* Contrast: While #Gold and #Silver hit recent highs, BTC and ETH are struggling to find a solid floor. 📊
Expert View: Eric Balchunas (Bloomberg) warns against short-sightedness, noting BTC's massive 2023-24 lead. Bitwise CIO Matt Hougan remains long-term bullish on ETF demand. 🚀
#BitcoinETFWatch #MarketCorrection
JUST IN: Tom Lee’s '#Bitmine ' ETH investment faces a staggering $6,000,000,000 unrealized loss. With ETH currently trading at $2,363, the crucial $2,400 support zone is officially under siege. 🚩
Market Highlights:
* ETF Outflows: US Spot ETFs saw $1.82B pulled this week ($1.49B BTC / $327M ETH) as sentiment cools. 🏦
* Bearish Grip: A sustained move below $2,400 could quickly trigger a slide toward $2,200.
* Contrast: While #Gold and #Silver hit recent highs, BTC and ETH are struggling to find a solid floor. 📊
Expert View: Eric Balchunas (Bloomberg) warns against short-sightedness, noting BTC's massive 2023-24 lead. Bitwise CIO Matt Hougan remains long-term bullish on ETF demand. 🚀
#BitcoinETFWatch #MarketCorrection
📊 Market Brief: $ETH & $BTC Testing Support Levels
The crypto market is currently navigating a period of high volatility. While traditional assets remain strong, both Bitcoin and #Ethereum are testing key technical floors amid notable institutional outflows.
Current Live Data:
• Ethereum: Trading at $2,373. The $2,400 zone has shifted from support to immediate resistance.📉
• Bitcoin: Currently at $77,446, approaching the widely watched $76,000 target as buying momentum slows. 📊
• #ETF Impact: Investors pulled $1.82B from US Spot ETFs this week, reflecting a cautious short-term outlook. 🏦
• Portfolio Impact: High-profile positions, including #Tom #Lee s '#bitmine ' ETH investment, are facing significant unrealized losses of $6B.
Expert Context:
Analysts like Eric Balchunas suggest this "pause" is a natural breather after 2025's massive gains. Bitwise CIO Matt Hougan continues to point toward long-term ETF demand as a catalyst for future recovery. 🚀
The crypto market is currently navigating a period of high volatility. While traditional assets remain strong, both Bitcoin and #Ethereum are testing key technical floors amid notable institutional outflows.
Current Live Data:
• Ethereum: Trading at $2,373. The $2,400 zone has shifted from support to immediate resistance.📉
• Bitcoin: Currently at $77,446, approaching the widely watched $76,000 target as buying momentum slows. 📊
• #ETF Impact: Investors pulled $1.82B from US Spot ETFs this week, reflecting a cautious short-term outlook. 🏦
• Portfolio Impact: High-profile positions, including #Tom #Lee s '#bitmine ' ETH investment, are facing significant unrealized losses of $6B.
Expert Context:
Analysts like Eric Balchunas suggest this "pause" is a natural breather after 2025's massive gains. Bitwise CIO Matt Hougan continues to point toward long-term ETF demand as a catalyst for future recovery. 🚀
💥 BitMine’s $ETH Treasury Surge — $SENT
Big crypto moves don’t just make headlines…
They redefine industry fundamentals.
BitMine just revealed it now holds over 4.24M ETH, controlling roughly 3.52% of the entire ETH supply — that’s a massive accumulation and a statement in itself. This isn’t just another wallet balance… it’s a strategic reserve.
This is what many are calling the “Alchemy of 5%” — when a company’s treasury isn’t just holding crypto… it’s leveraging it as productive capital.
Suddenly, ETH isn’t just a coin —
it’s a corporate anchor asset, powering balance sheets with real value and strategic influence.
Markets evolve — and smart players evolve with them. 🚀
Any tip!
#Ethereum #BitMine #CryptoTreasury #ETHAccumulation #GAMERXERO
Big crypto moves don’t just make headlines…
They redefine industry fundamentals.
BitMine just revealed it now holds over 4.24M ETH, controlling roughly 3.52% of the entire ETH supply — that’s a massive accumulation and a statement in itself. This isn’t just another wallet balance… it’s a strategic reserve.
This is what many are calling the “Alchemy of 5%” — when a company’s treasury isn’t just holding crypto… it’s leveraging it as productive capital.
Suddenly, ETH isn’t just a coin —
it’s a corporate anchor asset, powering balance sheets with real value and strategic influence.
Markets evolve — and smart players evolve with them. 🚀
Any tip!
#Ethereum #BitMine #CryptoTreasury #ETHAccumulation #GAMERXERO
TOM LEE WON’T STOP: #BITMINE JUST STAKED ANOTHER 250,912 #ETH
BitMine plans to launch its own “Made in America Validator Network” (MAVAN) in early 2026 ; internalizing staking operations and maximizing returns.
🔹 Total staked: 2,582,963 $ETH
🔹 That’s 61% of BitMine’s total 4.24M ETH holdings
🔹 Strategy: generate recurring revenue via staking yields
💡 Institutional conviction in #Ethereum keeps accelerating.
BitMine plans to launch its own “Made in America Validator Network” (MAVAN) in early 2026 ; internalizing staking operations and maximizing returns.
🔹 Total staked: 2,582,963 $ETH
🔹 That’s 61% of BitMine’s total 4.24M ETH holdings
🔹 Strategy: generate recurring revenue via staking yields
💡 Institutional conviction in #Ethereum keeps accelerating.
BILLIONS OF ETH IN STAKE — EXPLOSION NEAR? 💥🌋
Hey, crypto warriors! While everyone is discussing the metals crash, a real drama is unfolding in Ethereum: BitMine (Tom Lee's company) has staked huge amounts — already $7–7.6 billion is locked (2.3–2.5+ million ETH, ~60%+ of their holdings)! They are ramping up: recently +$740M in a day, the goal is 5% of the total ETH supply. That's billions in yield (~$160–400M per year at current rates)! 💰🔥
Arkham data,
#Bitmine has staked an additional 250,912 $ETH —worth roughly $745 million—over the past 18 hours, adding to an already substantial locked position of 2,582,963 $ETH , valued at approximately $7.67 billion. This represents about 61% of its total #ETH🔥🔥🔥🔥🔥🔥 holdings.
#Bitmine has staked an additional 250,912 $ETH —worth roughly $745 million—over the past 18 hours, adding to an already substantial locked position of 2,582,963 $ETH , valued at approximately $7.67 billion. This represents about 61% of its total #ETH🔥🔥🔥🔥🔥🔥 holdings.
As a 5-year veteran of spot trading, after seeing the floating losses from BitMine, my biggest takeaway is not to mock Tom Lee for considering delivery jobs, but to reaffirm the hard truth: in the cryptocurrency space, the only magic weapon for survival is "de-leveraging".
Everyone is watching the excitement, let me break down the underlying "spot survival philosophy":
1. Institutions are not gods; they can also "catch flying knives".
BitMine holds 4 million $ETH, which sounds rich enough to rival nations, but with an average cost of $3,882, it is a heavy burden at the current market price. What does a floating loss of $6 billion mean? It means the entire company’s valuation is on the brink of liquidation.
My insight: Many people are superstitious about "institutional entry", believing that institutions have professional teams and unlimited bullets. But in reality, institutional funds also come with costs and pressures. Once the trend turns bad, even the largest whales become just fatter cannon fodder.
2. The dilemma of $ETH's cost-performance ratio
Currently, $ETH has dropped to $2,400, meaning it needs to rise by 60% to break even. In contrast, MicroStrategy has also touched the $76K cost line, but the consensus and elasticity of $BTC$ are clearly stronger than those of $ETH.
My insistence: This is why I have only focused on $BTC spot trading for the past 5 years. You can call me conservative, but in this era of black swans flying around, "stability" is the greatest profit.
3. A warning for spot traders: Never compare "holding positions" with institutions
CEOs may lose only their jobs or make a self-deprecating tweet about considering delivery jobs; but ordinary people who stubbornly hold full positions in this situation, or even leverage to average down profits, may end up really having to deliver food.
In summary:
Watching these giants struggle in deep waters, we should be grateful that we haven't touched contracts. The market will not show mercy just because you are an institution, nor will it bully you just because you are a retail investor. It only punishes one type of person: those who do not respect trends and lack patience.
Since BitMine has already stepped into the pit for us, we should honestly wait on the shore for a truly bottomed opportunity.
#BTC #ETH #BitMine #现货交易
Everyone is watching the excitement, let me break down the underlying "spot survival philosophy":
1. Institutions are not gods; they can also "catch flying knives".
BitMine holds 4 million $ETH, which sounds rich enough to rival nations, but with an average cost of $3,882, it is a heavy burden at the current market price. What does a floating loss of $6 billion mean? It means the entire company’s valuation is on the brink of liquidation.
My insight: Many people are superstitious about "institutional entry", believing that institutions have professional teams and unlimited bullets. But in reality, institutional funds also come with costs and pressures. Once the trend turns bad, even the largest whales become just fatter cannon fodder.
2. The dilemma of $ETH's cost-performance ratio
Currently, $ETH has dropped to $2,400, meaning it needs to rise by 60% to break even. In contrast, MicroStrategy has also touched the $76K cost line, but the consensus and elasticity of $BTC$ are clearly stronger than those of $ETH.
My insistence: This is why I have only focused on $BTC spot trading for the past 5 years. You can call me conservative, but in this era of black swans flying around, "stability" is the greatest profit.
3. A warning for spot traders: Never compare "holding positions" with institutions
CEOs may lose only their jobs or make a self-deprecating tweet about considering delivery jobs; but ordinary people who stubbornly hold full positions in this situation, or even leverage to average down profits, may end up really having to deliver food.
In summary:
Watching these giants struggle in deep waters, we should be grateful that we haven't touched contracts. The market will not show mercy just because you are an institution, nor will it bully you just because you are a retail investor. It only punishes one type of person: those who do not respect trends and lack patience.
Since BitMine has already stepped into the pit for us, we should honestly wait on the shore for a truly bottomed opportunity.
#BTC #ETH #BitMine #现货交易
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