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北京时间·🕒 发布 20:50:44时区推断·⟳ 抓取 20:57:10·⚡ 决策 07-27 20:58:10 +1m00s·92.0 天前
Bitmine披露持有5.79百万枚ETH及118亿美元加密资产和现金
公司7月27日例行周度更新显示ETH持仓升至5,787,414枚，但较7月19日的5,777,468枚仅新增9,946枚，核心资产增长主要来自ETH价格变动而非超预期经营增量。
📄 原文Seeking Alpha↗ 原文
Bitmine reports $11.8B in crypto and cash holdings
Bitmine Immersion Technologies (BMNR) announced on Monday Bitmine crypto + total cash & marketable securities + “moonsh…
不做 Bitmine Immersion Technologies（BMNR.US）
不做：这是公司周度ETH财库持仓更新，较上周新增ETH数量很小，回购计划也非首次披露；盘前已涨超5%，当前追多主要是在追ETH beta和NAV折溢价波动，缺少独立事件edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司一手披露截至7月26日持有5,787,414枚ETH、208枚BTC及总计118亿美元加密资产和现金等。
- Seeking Alpha转发公司周度持仓更新，并提到BMNR盘前涨超5%。市场反应:BMNR盘前涨超5%。
- StreetInsider同步报道持仓、质押ETH和回购数据，说明信息已进入主流财经新闻流。
关键理由
- 公司7月27日例行周度更新显示ETH持仓升至5,787,414枚，但较7月19日的5,777,468枚仅新增9,946枚，核心资产增长主要来自ETH价格变动而非超预期经营增量。
- 公司同步披露过去一周回购610万股，但该回购计划此前已公告，当前新闻更多是资产净值与加密行情跟随披露。
- BMNR盘前已涨超5%，且该类数字资产财库股短线主要由ETH价格和NAV折溢价驱动，单条周度持仓更新难形成独立正期望。
主要风险
- 若ETH在美股开盘后继续突破并带动数字资产财库股集体放量，BMNR仍可能跟随beta上涨，但这不是本条周度持仓披露带来的独立alpha。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-20 · 影响 weakens
前一周公司已披露5.78百万枚ETH和115亿美元持仓，本次事件的新增持币幅度很小，削弱追多的独立alpha。
检索:Bitmine BMNR July 2026 ETH holdings weekly update prior week 5.78 million ETH 原文 ↗
原文全文
展开原文 · 1,270 字
Bitmine Immersion Technologies (BMNR) announced on Monday Bitmine crypto + total cash & marketable securities + “moonshots” holdings totaling $11.8B.
As of July 26, 2026, the company's crypto holdings are comprised of 5,787,414 ETH at $1,948 per ETH, 208 Bitcoin (BTC), a $180M stake in Beast Industries, a $61M stake in Eightco Holdings, or moonshots, and total cash & marketable securities of $268M. Bitmine's ETH holdings are 4.8% of the ETH supply.
"Over the past week, we acquired 9,946 ETH. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025," stated Thomas Lee, Chairman of Bitmine.
Shares of BMNR gained more than 5% during pre-market hours on Monday.
"Bitmine repurchased 6.1 million shares of common stock in the past week, an increase from the 5.5 million purchased the week prior. We increased our equity buyback as we view the rising ETH/BTC ratio, despite the falling odds of passage of the Clarity Act in 2026, as a sign crypto prices are strengthening. In fact, this ratio is now at a 3-month high at 0.3000, which we believe bodes well for future strengthening of ETH prices," noted Lee.
As of July 26, 2026, Bitmine's total staked ETH stands at 4,917,189 ($9.6B at $1,948 per ETH).
Source: press release
As of July 26, 2026, the company's crypto holdings are comprised of 5,787,414 ETH at $1,948 per ETH, 208 Bitcoin (BTC), a $180M stake in Beast Industries, a $61M stake in Eightco Holdings, or moonshots, and total cash & marketable securities of $268M. Bitmine's ETH holdings are 4.8% of the ETH supply.
"Over the past week, we acquired 9,946 ETH. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025," stated Thomas Lee, Chairman of Bitmine.
Shares of BMNR gained more than 5% during pre-market hours on Monday.
"Bitmine repurchased 6.1 million shares of common stock in the past week, an increase from the 5.5 million purchased the week prior. We increased our equity buyback as we view the rising ETH/BTC ratio, despite the falling odds of passage of the Clarity Act in 2026, as a sign crypto prices are strengthening. In fact, this ratio is now at a 3-month high at 0.3000, which we believe bodes well for future strengthening of ETH prices," noted Lee.
As of July 26, 2026, Bitmine's total staked ETH stands at 4,917,189 ($9.6B at $1,948 per ETH).
Source: press release
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