Bitmine Immersion Technologies(BMNR)宣布 ETH 持仓达到 585 万枚,总加密资产与现金持有达 149 亿美元
要点速览
- •Bitmine 于 2026 年 8 月 23 日披露其加密资产、现金、可交易证券及 moonshot 持仓总额为 149 亿美元。
- •公司称其持有 5,847,611 枚 ETH,占 ETH 总供应量的 4.8%。
- •Bitmine 表示,过去一周其买入了 32,447 枚 ETH,自 2025 年 6 月 30 日启动 ETH 财库策略以来,每周都在买入 ETH。
- •Bitmine 报告其已质押 5,067,309 枚 ETH,并称当前年化质押收入预计为 3.3 亿美元。
- •公司表示 ETH 在过去一周上涨了 30%,为自 2025 年 5 月和 2021 年 7 月以来的最大单周涨幅。

- Bitmine 持有总计 1.207 亿枚 ETH 供应中的 4.8%。
- Bitmine 在仅 14 个月内已完成 “Alchemy of 5%” 目标的 97%。
- ETH 在过去一周上涨 30%,为自 2025 年 5 月和 2021 年 7 月以来的最大单周涨幅。此前两次出现该幅度的周涨幅后,分别继续上涨了 +170% 和 +167%。
- Bitmine 已于 2026 年 6 月 26 日被纳入 Russell 1000 Large-cap 指数。
- Bitmine 的 A 系列优先股在 NYSE 的交易代码为 BMNP。
- Bitmine 已质押 5,067,309 枚 ETH,按每枚 ETH 2,440 美元计相当于 124 亿美元。MAVAN(Made in America VAlidator Network)是面向 BMNR 和机构投资者的顶级 Ethereum 质押目的地。
- Bitmine 持有价值 8,900 万美元的 Eightco(NASDAQ: ORBS),该公司现为全球少数可为投资者提供 OpenAI 间接敞口的上市公司之一。
- Bitmine 的加密资产 + 现金持有 & 可交易证券 + “moonshots” 合计达 149 亿美元,包括 585 万枚 ETH 代币、3.08 亿美元现金与可交易证券,以及其他加密资产。
- Bitmine 继续获得包括 ARK 的 Cathie Wood、MOZAYYX、Founders Fund、Bill Miller III、Pantera、Kraken、DCG、Galaxy Digital 以及个人投资者 Thomas “Tom” Lee 在内的顶级机构投资者支持,以支持 Bitmine 获取 5% ETH 的目标。
NORWALK, Conn., Aug. 24, 2026 /PRNewswire/ —(NYSE: BMNR)Bitmine Immersion Technologies, Inc.(“Bitmine”或“Company”)是一家专注于长期投资加密资产积累的 Bitcoin 和 Ethereum Network 公司,今日宣布其加密资产 + 现金与可交易证券 + “moonshots” 持仓合计达 149 亿美元。
截至 2026 年 8 月 23 日下午 2:00(ET),公司的加密资产持仓包括 5,847,611 枚 ETH,按每枚 ETH 2,440 美元计价(据 Coinbase,NASDAQ: COIN)、210 枚 Bitcoin(BTC)、对 Beast Industries 的 1.8 亿美元持股、对 Eightco Holdings(NASDAQ: ORBS)的 8,900 万美元持股(“moonshots”),以及总计 3.08 亿美元的现金与可交易证券。Bitmine 的 ETH 持仓相当于 ETH 总供应量(1.207 亿枚 ETH)的 4.8%。这一规模之所以重要,是因为公司将 ETH 视为不仅是财库资产,更是其质押与验证业务的基础,而其相当一部分持仓已在产生收益。
“ETH 在过去一周上涨了 30%。这是自 2025 年 5 月以来的最大周涨幅;再往前则是 2021 年 7 月。在这两个先例中,这一超过 30% 的周涨幅都预示着 ETH 将开启更大幅度的上涨。2021 年 7 月之后,ETH 随后上涨了 +167%;而在 2025 年 5 月之后,ETH 上涨了 +170%,” Bitmine 董事长 Thomas “Tom” Lee 表示。“我们预计金融环境趋于宽松将成为加密资产的顺风。”
“我们认为,鉴于加密领域基本面持续走强,以及华尔街代币化和 agentic-AI 带来的多重利好,ETH 此次上行本就应到来。此外,白宫对加密资产发出支持信号,以及财政部购买长期债券,也支持了风险偏好的改善,” Lee 表示。
“在加密牛市周期中,ETH/BTC 比率通常会上升,这由 Ethereum 相对于 bitcoin 的使用增加所推动。此前的周期分别由 ICO(2017-2018)、NFT(2020-2021)以及稳定币(2025)推动。在即将到来的加密周期中,我们看到 ETH/BTC 比率将继续上升,驱动因素将是华尔街在链上进行代币化,以及 agentic-AI 使用区块链,” Lee 继续表示。
“过去一周,我们买入了 32,447 枚 ETH。自 2025 年 6 月 30 日 ETH Treasury Strategy 启动以来,Bitmine 已连续每周买入 ETH,至今约 14 个月,” Lee 表示。
2026 年 7 月 16 日,Bitmine 发布了 2026 年 7 月最新的 Chairman's Message,标题为“ETH is the cure for the Uncanny Valley of Wealth.”
2026 年早些时候,Bitmine 推出了 MAVAN(Made in America VAlidator Network),这是一项机构级质押平台。MAVAN 最初是为支持 Bitmine 自身的 Ethereum 财库而开发,随后计划扩展至为寻求一流质押基础设施的机构投资者、托管机构及生态合作伙伴提供服务。Bitmine 的一部分 ETH 已经在 MAVAN 平台上进行质押。
截至 2026 年 8 月 23 日,Bitmine 的总质押 ETH 为 5,067,309 枚(按每枚 ETH 2,440 美元计为 124 亿美元)。“Bitmine 质押的 ETH 数量超过世界上其他任何实体。在规模化情况下(即 Bitmine 的 ETH 由 MAVAN 及其质押合作伙伴全部质押时),按 2.67% 的 7 天 BMNR 收益率计算,预计年化 ETH 质押奖励将达 3.81 亿美元,” Lee 表示。
“目前预计年化质押收入为 3.3 亿美元。并且这 510 万枚 ETH 占 Bitmine 持有的 585 万枚 ETH 的 87%。Bitmine 自身的质押业务实现了 2.67% 的 7 天收益率(年化),” Lee 继续表示。
Bitmine 的加密资产持仓位居全球第 1 的 Ethereum 财库和全球第 2 的总财库,仅次于 Strategy Inc.,后者据报持有 840,447 枚 BTC,价值约 700 亿美元。Bitmine 仍是全球最大的 ETH 财库。
Bitmine 管理层认为,GENIUS Act 以及美国证券交易委员会(SEC)的 Project Crypto,对 2026 年金融服务业的变革程度,堪比 1971 年 8 月 15 日美国采取的行动——该行动终结了布雷顿森林体系,并使美元脱离金本位。55 年前的这一事件成为华尔街现代化的催化剂,造就了今日标志性的华尔街巨头以及金融与支付基础设施;事实证明,它们比黄金更具投资价值。
Company resources:
- Chairman's Message:
- Fiscal Full Year 2025 Earnings presentation and corporate presentation:
- Company contact:
About Bitmine
Bitmine Immersion Technologies, Inc.(NYSE: BMNR)及其子公司(“Bitmine”或“Company”)是一家区块链技术基础设施公司,业务涵盖机构数字资产质押与验证服务、比特币挖矿以及战略性数字资产管理。作为全球领先的 Ethereum 财库公司,公司为机构投资者和公开市场参与者实施创新的数字资产策略。公司提供机构级质押与验证基础设施——并通过这些业务获取质押奖励和验证收入——同时开展比特币挖矿业务。Bitmine 以战略方式持有数字资产,并通过这些持仓产生收益,以支持流动性和资本形成。自 2025 年以来,公司持续扩展其区块链基础设施能力,包括开发和部署 MAVAN,即其机构质押与验证平台。公司的活动还包括对早期区块链机会(“moonshot”投资)的投资,以及辅助性的挖矿、托管和咨询服务。
For additional details, follow on X: https://x.com/bitmnr and https://x.com/fundstrat
Forward-Looking Statements
This press release contains statements that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements include all statements that are not purely historical and can generally be identified by terms such as “expects,” “projects,” “intends,” “plans,” “believes,” “anticipates,” “estimates,” “forecasts,” “targets,” “goals,” “may,” “will,” “would,” “could,” “should,” “view,” “see,” or similar expressions, or the negative of such terms, or other comparable terminology. This press release specifically contains forward-looking statements regarding, among other things: (i) the Company’s goal of acquiring 5% of the total ETH supply (the “Alchemy of 5%” initiative) and statements regarding its progress toward this goal; (ii) the Company’s digital asset accumulation and treasury strategy, including statements regarding continued weekly ETH acquisitions and the Company’s status as the largest ETH treasury in the world; (iii) the Company’s staking operations, including projected annualized ETH staking rewards of approximately $381 million at scale (assuming Bitmine’s ETH is fully staked by MAVAN and its staking partners), currently projected annualized staking revenues of approximately $330 million, and the 7-day yield of 2.67% (annualized); (iv) MAVAN’s intended expansion to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure, and its intended position as a premier Ethereum staking destination for institutional investors; (v) expectations regarding future ETH price performance, including statements that ETH’s recent weekly gain of more than 30% signals “a launch point for a larger move in ETH” and references to subsequent gains of +167% and +170% following prior comparable weekly gains; (vi) management’s expectation that easing financial conditions will be “a tailwind for crypto” and that the recent upside move in ETH “was overdue given the strengthening fundamentals in crypto,” including the anticipated effects of Wall Street tokenization, agentic-AI, signals of White House support for crypto, and Treasury purchases of long-term bonds; (vii) statements and expectations regarding the ETH/BTC ratio, including that the ratio will rise in the upcoming crypto cycle driven by Wall Street tokenizing on the blockchain and by agentic-AI using blockchains; (viii) management’s belief that the GENIUS Act and SEC Project Crypto are “as transformational to financial services” as the end of the Bretton Woods system in 1971, and that the resulting investments will prove better than gold; (x) statements regarding the Company’s investment in Eightco Holdings (NASDAQ: ORBS) as providing indirect exposure to OpenAI, and its investment in Beast Industries; and (xi) the future growth, advancement, and strategic direction of the Company’s Ethereum treasury strategy, blockchain infrastructure capabilities, and MAVAN staking platform.
These forward-looking statements involve substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Factors that could cause or contribute to such differences include, but are not limited to: the extreme volatility and unpredictability of digital asset prices, including ETH and Bitcoin, and the speculative nature of digital asset investments; the risk that historical ETH price movements, including prior weekly gains and the price appreciation that followed them, will not recur or are not indicative of future performance; the Company’s reliance on third-party pricing sources and reported market values in calculating the value of its crypto, cash, marketable securities, and “moonshot” holdings, and the risk that such values fluctuate materially after the date and time referenced in this release; changes in market conditions affecting the trading price of the Company’s common stock and Series A Preferred Stock; the Company’s ability to successfully execute its digital asset acquisition strategy and achieve its ETH accumulation targets, including the “Alchemy of 5%” goal; the Company’s ability to finance its business operations, Ethereum treasury operations, and MAVAN expansion; operational, security, and technological risks associated with the Company’s staking and validation operations, including network failures, slashing events, cybersecurity breaches, and protocol changes; the risk that actual staking participation, yields, rewards, and revenues differ materially from the projected amounts described in this release, which are based on a 7-day yield and assume ETH is fully staked at scale; competition in the digital asset treasury, staking, and mining industries; the Company’s dependence on key personnel, including executive leadership; regulatory developments affecting digital assets, blockchain technology, and staking activities in the United States and globally, including the ultimate enactment, implementation, and interpretation of the GENIUS Act and other pending legislation and regulatory initiatives; actions by the SEC, CFTC, and other regulatory bodies affecting digital assets and related businesses; risks related to the Company’s investments in early-stage blockchain opportunities (“moonshot” investments), including the investments in Eightco Holdings and Beast Industries and any indirect exposure to OpenAI; macroeconomic factors, including inflation, interest rates, Federal Reserve monetary policy, labor market conditions, and general economic conditions affecting investor sentiment toward digital assets; the accuracy of management’s expectations regarding the ETH/BTC ratio and the impact of tokenization and agentic-AI applications on Ethereum; the unpredictability of cryptocurrency market cycles and the accuracy of expectations regarding future crypto cycles; changes to the Ethereum protocol, including staking mechanics, validator requirements, and reward structures; risks related to AI systems and their potential impact on cryptocurrency markets and blockchain technology; the performance of third-party service providers, exchanges, custodians, and staking partners; risks related to the concentration of the Company’s assets in digital currencies, particularly Ethereum; and the other risk factors described in the Company’s filings with the SEC.
The forward-looking statements contained in this press release are based on information available to management as of the date of this release and reflect management’s current expectations, estimates, forecasts, projections, views, and beliefs concerning future events and circumstances. Actual results may vary materially from those expressed or implied by forward-looking statements based on a number of factors, including those described above and in the Risk Factors section of the Company’s Annual Report on Form 10-K for the fiscal year ended September 30, 2025 filed with the SEC on November 21, 2025, the Company’s Quarterly Reports on Form 10-Q, and the Company’s other filings with the SEC, as amended or updated from time to time. Copies of these filings are available on the SEC’s website at www.sec.gov and on the Company’s website at . The Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the date on which they are made. Bitmine expressly disclaims any obligation or undertaking to update, revise, or supplement any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statements are based, except as required by applicable law or regulation.
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