The 'king of hoarding coins' in the crypto industry is making headlines again. Bitmine Immersion Technologies (NYSE: BMNR) released its holdings report as of January 25, 2026, and the astonishing data is enough to reshape our understanding of the institutional bull market in 2026.
1. The terrifying Ethereum 'collecting mania'
Bitmine disclosed that it holds 4,243,338 Ethereum (valued at approximately 12 billion USD), accounting for 3.52% of the total ETH supply.
• Core logic: Bitmine is no longer just a simple mining company; it is more like a 'digital reserve bank' with ETH as the underlying asset. Its strong control over ETH essentially monopolizes the future 'global clearing layer'.
2. 'Moonshots': Why MrBeast?
What catches the market's attention the most is Bitmine's $200 million equity investment in Beast Industries (the company of top influencer MrBeast). This money is categorized under its 'Moonshots' section.
• Cross-industry ambition: With hundreds of millions of fans, MrBeast represents top-tier traffic. Bitmine clearly aims to use its powerful ETH financial infrastructure to build a Web3-based financial and payment system for the massive global fan base. This signifies that the institutions' layout has evolved from 'holding coins' to 'holding traffic + holding infrastructure'.
3. Linkage Analysis:@Vanarchain ($VANRY ) Positioning in this wave of trends
When institutions of Bitmine's caliber begin to layout 'blockchain + top media', the value gap of an AI native Layer 1 like Vanar Chain becomes evident:
1. The adhesive for AI and consumption: Bitmine invests in MrBeast for the expansion of its business map. The Kayon AI engine and Neutron storage layer of Vanar Chain are precisely designed to handle 'large-scale user volume, high-frequency transactions, personalized recommendations'. If MrBeast wants to issue tokens, RWA, or make payments on-chain, Vanar's AI-enabled L1 is a more efficient choice than traditional public chains.
2. Valuation premium of infrastructure: Bitmine's valuation is linked to its ETH holdings, while Vanar Chain, as a direct enabler of AI and PayFi (payment finance), is attracting companies like Beast Industries that pursue 'effectiveness'.
3. From 'Moonshots' to 'Landing': Bitmine's Moonshots plan seeks opportunities to change the world. Vanar Chain is currently transitioning from the 'testnet craze' to the 'mainstream application landing' stage (having just launched the complete AI stack in January), and its explosive potential in 2026 is likely to correspond with those early unicorns that Bitmine invested in.
💡 Strategic Thinking:
In 2026, making money will no longer be easy, as institutions begin to 'band together' to monopolize quality assets.
• Watch the trend: Keep an eye on whales like Bitmine that hold 3.5% ETH.
• Look for explosions: Seek infrastructure projects like VANRY, which are at the core of the AI narrative and capable of handling 'massive mainstream user traffic'.
Summary:
Bitmine's 4.24 million ETH is its confidence, and the $200 million investment in MrBeast is its ambition. In this century's convergence of 'infrastructure and traffic', whoever can master the discourse power of the AI native chain will be the next wave of tenfold dividend harvesters.
Are you optimistic about the steady approach of Bitmine, which 'holds ETH', or are you more inclined to ambush the new faction of Vanar Chain, which is 'AI + traffic'? Leave your unique insights in the comments! 👇
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