Shoaib331

The BitMine Treasury: How One Fund is Amassing the Future of Ethereum

Analysts and investors have just received a powerful signal from the #BitMine fund. According to its latest report, its crypto treasury has reached staggering proportions: over 4.06 million $ETH  valued at approximately $12.2 billion at current prices, plus $ 1 billion in cash.

This makes BitMine the world's largest corporate holder of #Ethereum , controlling about 3.37% of the coin's total supply. For comparison, its $BTC  reserves are more modest (193 BTC), but the total value of the fund's crypto assets and cash has surpassed $13.2 billion.

What's Behind This Accumulation?

1. Speed. Crossing the 4-million #ETH threshold in just 5.5 months is an aggressive strategy. In the last week alone, the fund added nearly 100,000 ETH.

2. Vision. BitMine's head, Thomas Lee, speaks of aiming for "the alchemy of 5%" — likely seeking to control 5% of all issued Ethereum. This is a long-term bet on the network's value.

3. Infrastructure. The fund is preparing to launch its own staking platform, MAVAN, in 2026, which will turn its giant ETH holdings into a source of passive income.

Context and Implications

BitMine is now second only to MicroStrategy in terms of total treasury value among public companies. However, in ETH, it has no equal. This move is not just an investment, but a strategic position at the core of Web3.

The market is already reacting: BitMine stock (ticker BMNE) ranks among the top 70 most traded assets in the US, with a daily volume of around $ 1.7 billion. Lee compares the current moment to the historic abandonment of the gold standard, hinting at a paradigm shift.

The Key Question:

Is BitMine's strategy a brilliant foresight, creating unprecedented demand for ETH, or a giant risk whose concentration could affect the entire market? Should other major players follow this "treasury accumulation" model?

STRATEGY JUST ADDED $748 MILLION TO THEIR USD RESERVE

THEY NOW HOLD $2.19 BILLION USD ALONG WITH THEIR 671,268  $BTC  🚀

Bitcoin liquidity is waking up 👀

For years, BTC sat idle, locked in cold storage, untouched, unproductive.

That era is ending. Today, Bitcoin liquidity is moving cross-chain into ecosystems like $ARB  and $UNI , and the implications for DeFi are massive.

The moment BTC became composable instead of static, the market structure changed.

With tBTC, Bitcoin is no longer forced to exit its own identity just to participate. It can be used directly as collateral, plugged into lending, LP strategies, perps, and structured products without detouring through stables.

On Arbitrum, BTC liquidity now fuels high-speed DeFi rails: deeper liquidity, tighter spreads, and leverage that keeps exposure native to BTC.

On Ethereum and UNI-powered markets, tBTC allows Bitcoin to feed the core liquidity layer of DeFi itself, turning dormant capital into active market fuel.

And this isn’t isolated.

Threshold’s tBTC is quietly routing Bitcoin into the broader onchain economy, where it compounds, circulates, and strengthens every layer it touches.

Wrapped BTC was a workaround.

tBTC is an upgrade.

The next wave of DeFi won’t just rotate alts, it will be powered by Bitcoin liquidity finally being put to work 🧠

🧠 From Bitcoin Mining to AI Cash Flows - Hut 8 Rewrites the Playbook

While many $BTC  miners are still fighting margin pressure, Hut 8 is taking a different route.

Benchmark just raised Hut 8’s price target to $85 (from $78) after the company secured long-term AI infrastructure deals that materially improve cash-flow visibility. The catalyst? A multi-gigawatt data center agreement with Anthropic and Fluidstack, backed by a payment guarantee from Google.

📌 Key takeaway: this is not a speculative AI pivot.

The structure is a 15-year triple-net lease, meaning operating costs sit with the tenant, while Hut 8 retains full asset ownership. Base contract value is ~$7B, with upside to ~$17.7B if extensions are exercised.

Despite the AI expansion, Bitcoin exposure hasn’t disappeared. Hut 8 still controls ~80% of American $BTC  Corp, allowing it to pair stable, contracted AI revenues with leveraged BTC upside.

In my view, this hybrid model matters. As mining economics compress, infrastructure-heavy players that secure long-duration, non-cyclical cash flows may outperform pure-play miners - especially if Bitcoin volatility persists.

The market seems to agree: Hut 8 stock is up ~138% YTD, with momentum now driven less by hash rate and more by balance-sheet quality.

🏦 $4T JPMorgan Moves Toward Crypto - and $BTC  Is the Reason

JPMorgan, the biggest bank in the U.S., is exploring crypto trading for institutional clients. Yes - that JPMorgan. And the main thing institutions are asking about is $BTC .

The bank is looking at spot and derivatives trading, responding to growing client demand and clearer regulation. Nothing is live yet, but this isn’t just “research” - it’s preparation.

JPMorgan has already dipped its toes in: a Coinbase partnership, tokenized assets on Ethereum, and quiet infrastructure building, even while its CEO stays publicly skeptic

The message is simple. Clients want crypto, banks don’t want to lose them, and BTC is becoming part of the standard institutional playbook - whether they like it or not.

You might have heard the term “Automated Market Maker” (AMM) – but what does it actually mean?

AMMs, like $RAY , let anyone trade crypto using smart contracts instead of order books. No signups, no approvals – just code and liquidity pools

Ethereum's $ETH  open interest has plunged ~50% since August 2025, indicating massive deleveraging by institutions and whales amid reduced speculative risk.

Meanwhile, Binance leads with $7.64B (31%), followed by Gate ($3.72B) and HTX ($3.12B), while the overall drop signals a more cautious, low-volatility environment. Historically, such sharp OI resets often precede major price moves—either deeper downside or a healthier reversal

🧵 Community threads highlight $AVNT  among several tokens, what sets it apart?

🔍 X-Ray Analysis:

AVNT (Avantis)

🟡 Global Score: 52.1/100

📊 MARKET DATA

💰 Current Price: $ 0.272059

📈 24h Change: 🟢 +9.94%

🔄 24h Volume: $ 75.0M

🏆 Market Cap: $ 70.3M

🔍 AUDIT SCORES

💰 Financial: 35.9

🏛 Fundamental: 51.1

👥 Social: 54.2

🛡 Security: 61.7

⛓ OnChain: 57.5

⚠ Always DYOR - Do Your Own Research

$AI Setup!
Trade Setup (Long)
Entry Zone: 0.0370 – 0.0388
Targets:
TP1: 0.0405
TP2: 0.0430
Stop Loss: 0.0358

Is Ethereum Undervalued? Two On-Chain Signals Suggest the Market May Be Missing the Point

$ETH  has been one of the weakest-performing major assets in 2025, down roughly 12% year-to-date while equities, gold, and even $BTC  have held up better. On the surface, price action suggests fading interest. On-chain data, however, tells a very different story.

First, Ethereum remains the dominant settlement layer for global dollar liquidity. On average, $90–100 billion in stablecoins move across Ethereum mainnet daily - primarily USDT and USDC. No other network comes close. Despite higher fees,users continue to settle on Ethereum because trust, neutrality, and finality matter more than marginal cost when real capital is involved.

Second, large holders are accumulating, not distributing. ETH is repeatedly trading near the realized price of accumulation addresses - the average entry level of long-term whales. Historically, this zone often marks periods where smart capital builds positions quietly. Notably, whale profits have been compressed close to zero, yet inflows into accumulation wallets are increasing instead of reversing.

This behavior is important. In prolonged bear markets, whales typically reduce exposure when profits vanish. That is not happening here. Instead, buying pressure from long-term holders suggests confidence in Ethereum’s underlying value rather than its short-term chart.

Price can lag fundamentals for long periods. But when settlement dominance remains intact and large holders continue accumulating, the question becomes less about short-term performance, and more about whether Ethereum is being structurally undervalued by the market.

Good morning in the new week! 🌅❄🎄

Crypto opens slightly higher, but fear persists – $BTC  is still under 90K as sentiment remains stuck in extreme fear. Full outlook here:

$EIGEN  - Is long term bottom in? 🎯

No bullish momentum yet, but I see a nice H4 reversal structure & trend breakout. 🍿

Bullish setup possible above the LL. 📈

15 - 20% pump likely yo be see.

📊 Key levels in my charts.

⚠ Not financial advice - DYOR.

Ethereum whales are accumulating while the small $ETH  holders are decreasing their positions.

$SOL
Solana has entered the buyer’s zone. This is a fairly strong area from which we get a reaction every time. With the holidays approaching, the price may linger here and accumulate for quite some time. I’ll wait for a proper long setup to form before buying. At the moment, there are only signs of a slowdown—no confirmed reversal signal has formed yet.

🚀 Canary Capital CEO Sees XRP Breaking the Cycle

Canary Capital CEO Steven McClurg said Bitcoin may have already peaked this cycle, warning that $BTC  could face a broader downturn after failing to hold momentum near recent highs.

He noted that in previous cycles, Bitcoin pullbacks typically dragged altcoins down by 20–40%. This time, XRP is behaving differently, continuing to see daily inflows even as the broader market weakens. 👀

McClurg pointed to infrastructure growth rather than price momentum as the key driver. XRP-linked ETFs have already crossed $1B in assets, far above the $5M AUM many ETFs consider a strong first-year result.

According to him, XRP ETFs are not challenging Bitcoin’s dominance, but positioning around payments and real-world financial rails. If that thesis holds, $XRP ’s next peak could arrive in 2026, driven by adoption rather than cycle timing 📊

Tether Executives Quietly Bought Northern Data’s Mining Arm for Up to $200M

Who Really Bought Peak Mining?

 Northern Data disclosed in November that it had sold its bitcoin mining subsidiary, Peak Mining, for up to $200 million. What it did not disclose at the time was the identity of the buyers. U.S. and Canadian filings reviewed by the Financial Times show the purchasers are companies controlled by senior executives at Tether, Northern Data’s largest shareholder. The buyers—Highland Group Mining Inc., Appalachian Energy LLC, and 2750418 Alberta ULC—are tied to Giancarlo Devasini, Tether’s co-founder and chairman, and CEO Paolo Ardoino. Corporate records in the British Virgin Islands list Devasini and Ardoino as controllers of Highland Group Mining, while Canadian filings identify Devasini as the sole director of Alberta ULC. Ownership details for Appalachian Energy, registered in Delaware, are not publicly disclosed. The transaction qualifies as a related-party deal, but Northern Data was not required to label it as such. The company trades on a secondary, lightly regulated German market segment that does not mandate disclosure of related-party transactions.

Investor Takeaway

Peak Mining was sold to entities tied to Northern Data’s controlling shareholder, without formal related-party disclosure. That structure raises governance questions rather than technical compliance issues.

$BTC  Context: JPMorgan Doubts $1T Stablecoin Narrative

In its latest report, JPMorgan pushed back against bullish projections for the stablecoin sector, saying it does not expect the market to reach $1 trillion by 2028. Instead, the bank estimates total stablecoin capitalization will likely settle in the $500–600 billion range.

The reasoning is straightforward.

According to JPMorgan, stablecoin demand remains largely tied to crypto trading activity, not real-world payments. Even where payment use cases expand, this doesn’t automatically lead to a larger outstanding supply.

As transaction velocity increases, the same stablecoins can support more activity without inflating total market cap.

#BTC #bnb #ETH

$3,350,000,000 in short liquidations if $ETH  pumps 10%.

$3,820,000,000 in long liquidations if $ETH  dumps 10%.

So either way alot of people will be rekted. Dontr be caught in the web.

$DOGE  is in a short-term downtrend, down 1.84% to $0.1297.

The price has broken below immediate support and is descending within a defined downward channel.

It is now testing a key support level near $0.1289; a failure to hold here could lead to further decline. The next significant resistance level to watch for any recovery is around $0.1331.

$VTHO  — Stop Hunt Complete, Expansion Loading

$VTHO  just executed a textbook stop hunt below the 0.00082 lows, followed by an aggressive bullish displacement exactly as marked on your chart. This move signals sell-side exhaustion and smart-money re-entry into the range. Price is now pushing back toward the 0.00105–0.00113 supply zone, where you projected potential reaction or distribution.

Acceptance above the mid-range flips structure bullish and opens continuation toward range highs. However, rejection at supply would confirm the move as a liquidity-driven retracement rather than trend reversal.

The sweep has done its job. Now it’s all about acceptance or rejection at supply.