BitMine以太幣持有量破400萬枚，浮虧37億美元仍不改看多

Global second-largest cryptocurrency reserve company BitMine Immersion (BMNR) recently disclosed its massive Ethereum holdings, which have exceeded 4 million tokens, setting a new record. Led by well-known Wall Street analyst Tom Lee, the company is making steady progress toward its ambitious goal of controlling 5% of the total Ethereum supply worldwide.

Increased Buying Strategy, Holdings Rank Among Top Globally

BitMine revealed that it recently purchased an additional 98,852 ETH, with an investment of approximately $300 million. This transaction brings its total Ethereum holdings to 4,066,062 tokens, accounting for 3.37% of the total Ethereum supply globally, with an asset value of about $12.2 billion. Such scale places it at the forefront among global cryptocurrency reserve companies, demonstrating BitMine’s strong confidence in the long-term value of Ethereum.

Sufficient Cash Reserves, Maintaining Market Flexibility

It is worth noting that while actively accumulating assets, BitMine still maintains cash reserves of around $1 billion, similar to the level from the previous week. This balanced capital allocation strategy reflects the company’s optimism about the market while retaining ample liquidity to respond to market changes, showcasing a relatively cautious risk management approach.

Unrealized Losses Emerge, but Confidence Remains Unshaken

According to estimates from cryptocurrency data platform DropsTab, BitMine currently bears unrealized losses of over $3.7 billion on its Ethereum holdings. Despite the apparent accounting pressure, this has not shaken the company’s and its leadership’s optimistic stance. BitMine Chairman Tom Lee recently stated that the bottom range for Ethereum is around $2,500, and he predicts that by the end of January this year, ETH could target a range of $7,000 to $9,000. If such a forecast materializes, the current massive holding of 4 million tokens could become a significant profit opportunity for the company.