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🇺🇸 SECBitMine Immersion Technologies Inc.Qwen · 实盘不做把握 2/10不做原因:无增量信息
北京时间·🕒 发布 08-31 20:45:28·⟳ 抓取 08-31 20:46:37 +1m09s·⚡ 决策 09-01 00:10:02 +3h23m·56.9 天前

Bitmine Immersion Technologies(BMNR)发布例行运营更新:ETH持仓达590万枚、总持仓价值156亿美元

这是Bitmine连续第66周的例行ETH增持进度报告,模式完全一致(每周买入+持仓更新+主席展望),不含任何新增实质性信息。公司作为全球最大ETH国库,其NAV通过ETH现货价格实时反映在股价中;市场已完全预期该策略的持续执行。主席评论中的CLARITY法案投票、韩国投资者回流等均为已知信息,不构成新催化。

📄 原文BitMine Immersion Technologies Inc.↗ 原文
----- form8-k.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT…
不做 Bitmine Immersion Technologies(BMNR.US)
连续第66周同格式例行运营更新,无新增实质性信息。公司ETH国库策略已被市场完全预期和执行定价(日均成交$13.6亿、Russell 1000成分股),本周增持53,501枚仅占总持仓0.9%增量,不构成独立催化。主席展望中的CLARITY法案、韩国资金回流等均为已知信息。无预期差、无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

结论摘要

Bitmine自2025年6月30日启动ETH国库策略以来每周增持并披露进度,本次为第66次同格式更新。新增53,501枚ETH(约$1.34亿)相对$156亿总持仓仅增0.9%,且公司日均成交$13.6亿,市场对该策略的执行节奏和规模已有充分预期。无新催化、无预期差、无跨市场映射,不构成交易机会。

🔎 新鲜度:最早出现 2026-08-31 · 扩散 medium · price-in 风险 high ↗

先例如何影响了这次决策

对本次决策的影响:无需先例即可判定:连续66周同格式更新本身证明了市场对此类信息已完全脱敏

方向:不适用——例行运营更新不构成独立事件,无法建立有意义的先例面板

涨幅量级:不适用

形态:不适用

工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 82 ms
    {"result": "search_processed_events:agent query=`bitmine 5.90 million eth $15.6 billion | bitmine immersion technologies eth holdings update | bmnr ethereum treasury weekly purchase`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.9/72 小时、1209 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研

原文全文

展开原文 · 19,419 字
----- form8-k.htm -----
UNITED
STATES
SECURITIES
AND EXCHANGE COMMISSION
Washington,
D.C. 20549
FORM
8-K
CURRENT
REPORT PURSUANT TO SECTION 13 OR 15(d)
OF
THE SECURITIES EXCHANGE ACT OF 1934
Date
of Report (Date of earliest event reported):
August 31, 2026
BITMINE
IMMERSION TECHNOLOGIES, INC.
(Exact
name of registrant as specified in its charter)
Delaware
001-42675
84-3986354
(State
or other jurisdiction
of
incorporation or organization)
(Commission
File
Number)
(IRS
Employer
Identification
No.)
800
Connecticut Avenue
Norwalk
,
Connecticut
06854
(Address
of principal executive office) (Zip Code)
203
-
401-8200
(Registrants’
telephone number, including area code)
Check
the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under
any of the following provisions:
☐
Written
communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting
material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement
communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement
communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities
registered pursuant to Section 12(b) of the Act:
Title
of each class
Trading
Symbol(s)
Name
of each exchange on which registered
Common
Stock, par value $0.0001
BMNR
The
New York Stock Exchange
9.50%
Series A Perpetual Preferred Stock, par value $0.0001
BMNP
The
New York Stock Exchange
Indicate
by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405
of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter)
Emerging
Growth Company
☒
If
an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying
with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item
7.01 Regulation FD Disclosure.
On
August 31, 2026, Bitmine Immersion Technologies, Inc. (the “
Company
”) issued a press release (the “
Press
Release
”) announcing an update on the Company’s operations. A copy of the Press Release is attached as Exhibit 99.1
and is incorporated herein by reference.
The
information under this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities
Exchange Act of 1934, as amended, (the “
Exchange Act
”) or otherwise subject to the liabilities of that section,
and shall not be deemed to be incorporated by reference into the filings of the Company under the Securities Act of 1933, as amended,
or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item
9.01 Financial Statements and Exhibits
(d)
Exhibits.
Exhibit
No.
Description
99.1
Press Release, dated August 31, 2026.
104
Cover
Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned thereunto duly authorized.
Bitmine
Immersion Technologies, Inc.
Dated:
August 31, 2026
By:
/s/
Chi Tsang
Name:
Chi
Tsang
Title:
Chief
Executive Officer

----- ex99-1.htm -----
EX-99.1
2
ex99-1.htm
EX-99.1
Exhibit
99.1
Bitmine
Immersion Technologies (BMNR) Announces ETH Holdings Reach 5.90 Million Tokens, and Total Crypto and Total Cash Holdings of $15.6 Billion
Bitmine
owns 4.9% of the total ETH coin supply of 120.7 million
Bitmine
is 98% of the way to the ‘Alchemy of 5%’ in just 15 months
ETH
is the best performing macro asset in 3Q26 so far, outperforming the S&P 500 by 5,430bp
Bitmine
was added to the Russell 1000 Large-cap index on June 26, 2026
Bitmine’s
Series A Preferred Stock is trading on the NYSE under the symbol BMNP
Bitmine
has 5,067,309 staked ETH, representing $12.7 billion at $2,511 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum
staking destination for BMNR and institutional investors
Bitmine
owns $81 million of Eightco (NASDAQ: ORBS), now one of the only publicly listed equities in the world to provide investors indirect exposure
to OpenAI
Bitmine
Crypto + Total Cash Holdings & Marketable Securities + “Moonshots” total $15.6 billion, including 5.90 million ETH tokens,
total cash & marketable securities of $541 million, and other crypto holdings
Bitmine
remains supported by a premier group of institutional investors including ARK’s Cathie Wood, MOZAYYX, Founders Fund, Bill Miller
III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas “Tom” Lee to support Bitmine’s goal of acquiring
5% of ETH
NORWALK,
CT, August 31, 2026 /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. (“Bitmine” or the “Company”)
a Bitcoin and Ethereum Network company with a focus on the accumulation of crypto for long term investment, today announced Bitmine crypto
+ total cash & marketable securities + “moonshots”
holdings totaling $15.6 billion.
As
of August 30, 2026 at 3:00pm ET, the Company’s crypto holdings are comprised of 5,901,112 ETH at $2,511 per ETH (per Coinbase NASDAQ:
COIN), 211 Bitcoin (BTC), $180 million stake in Beast Industries, $81 million stake in Eightco Holdings (NASDAQ: ORBS) (“moonshots”)
and total cash & marketable securities of $541 million. Bitmine’s ETH holdings are 4.9% of the ETH supply (of 120.7 million
ETH).
“As
we enter the final month of 3Q26, ETH is the best performing macro asset, outperforming the S&P 500 by 5,430bp through last Friday.
In fact, the top 3 performing assets since June 30th are ETH, BTC and SOL,” stated Thomas “Tom” Lee, Chairman of Bitmine.
“We believe this sets the stage for institutions to add to their crypto holdings given the substantial outperformance of crypto
versus other macro assets in 3Q so far.”
“We
believe there are multiple positive catalysts as we head into the final months of 2026,” stated Lee. “These include the upcoming
CLARITY Act vote scheduled in mid-Sept. Additionally, Korean investors have again started buying crypto and rotating away from AI stocks.
The 4-year cycle is bottoming within the next few weeks in our view. And this sets the stage for what we expect to be sizable institutional
participation in buying crypto in the final months of 2026, especially given the tailwinds of tokenization and Agentic-AI.”
“This
ETH/BTC ratio has moved up during crypto bull cycles, driven by increasing use of Ethereum relative to bitcoin. These prior cycles were
fueled by ICOs (2017-2018), NFTs (2020-2021), and stablecoins (2025). In this upcoming crypto cycle, we see the ETH/BTC ratio rising,
driven by Wall Street tokenizing on the blockchain and by agentic-AI using blockchains,” continued Lee.
“Over
the past week, we acquired 53,501 ETH. Bitmine has bought ETH for each of the past 65 weeks (every week since the inception of the ETH
Treasury Strategy on June 30, 2025),” stated Lee.
On
July 16, 2026, Bitmine released the latest Chairman’s Message (
link here
) for July 2026. The title of the Message is “ETH
is the cure for the Uncanny Valley of Wealth.”
Earlier
in 2026, Bitmine launched MAVAN (the Made in America VAlidator Network), the institutional-grade staking platform. While MAVAN was originally
developed to support Bitmine’s own Ethereum treasury, MAVAN intends to expand to serve institutional investors, custodians, and
ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine’s ETH is already staked on the MAVAN platform.
As
of August 30, 2026, Bitmine total staked ETH stands at 5,067,309 ($12.7 billion at $2,511 per ETH). “Bitmine has staked more ETH
than other entities in the world. At scale (when Bitmine’s ETH is fully staked by MAVAN and its staking partners), the projected
ETH staking reward is $396 million on an annualized basis (using 2.67% 7-day BMNR yield),” stated Lee.
“Annualized
staking revenues are now projected at $340 million. And this 5.1 million ETH is 86% of the 5.90 million ETH held by Bitmine. Bitmine’s
own staking operations generated a 7-day yield of 2.67% (annualized),” continued Lee.
Bitmine
is one of the most widely traded stocks in the US. According to data from Fundstrat, the stock has traded average daily dollar volume
of $1.36 billion (5-day average, as of August 29, 2026), ranking #62 in the US, behind Texas Instruments (rank #61) and ahead of UnitedHealth
Group (rank #63) among 5,704 US-listed stocks (statista.com and Fundstrat research).
Bitmine’s
crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc. (NASDAQ: MSTR), which reportedly owns
840,447 BTC valued at approximately $66 billion. Bitmine remains the largest ETH treasury in the world.
Bitmine
management believes the GENIUS Act and the Securities and Exchange Commission’s (SEC) Project Crypto are as transformational to
financial services in 2026 as the US action on August 15, 1971, which ended the Bretton Woods system and took the U.S. dollar off the
gold standard 55 years ago. This 1971 event was the catalyst for the modernization of Wall Street, creating the iconic Wall Street titans
and financial and payment rails of today. These proved to be better investments than gold.
The
Chairman’s message can be found here:
https://www.Bitminetech.io/chairmans-message
The
Fiscal Full Year 2025 Earnings presentation and corporate presentation can be found here:
https://Bitminetech.io/investor-relations
/
To
stay informed, please sign up at:
https://Bitminetech.io/contact-us
/
About
Bitmine
Bitmine
Immersion Technologies, Inc. (NYSE: BMNR), together with its subsidiaries (“Bitmine” or the “Company”), is a
blockchain technology infrastructure company operating across institutional digital asset staking and validation services, bitcoin mining,
and strategic digital asset management. As the world’s leading Ethereum Treasury company, it implements an innovative digital asset
strategy for institutional investors and public market participants. The Company provides institutional-grade staking and validation
infrastructure—through which it earns staking rewards and validation income—alongside bitcoin mining activities. Bitmine
holds digital assets strategically, generating yield on those holdings to support liquidity and capital formation. Since 2025, the Company
has expanded its blockchain infrastructure capabilities, including developing and deploying MAVAN, its institutional staking and validation
platform. The Company’s activities further include investments in early-stage blockchain opportunities (“moonshot”
investments) and ancillary mining, hosting, and consulting services.
For
additional details, follow on X:
https://x.com/bitmnr
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
$396 million at scale (assuming Bitmine’s ETH is fully staked by MAVAN and its staking partners), currently projected annualized
staking revenues of approximately $340 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 BMNR and institutional investors; (v) expectations regarding future ETH and other digital
asset price performance, including statements regarding ETH’s performance relative to the S&P 500 and other macro assets in
3Q26 and the expectation that institutions will add to their crypto holdings; (vi) management’s belief that multiple positive catalysts
exist heading into the final months of 2026, including the CLARITY Act vote scheduled for mid-September 2026, renewed buying by Korean
investors and rotation away from AI stocks, the view that the four-year crypto cycle is bottoming within the next few weeks, and the
expectation of sizable institutional participation in buying crypto in the final months of 2026, including the anticipated tailwinds
of tokenization and agentic-AI; (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; (ix) statements regarding the Company’s investment
in Eightco Holdings (NASDAQ: ORBS) as providing indirect exposure to OpenAI, and its investment in Beast Industries; (x) statements regarding
the value of the Company’s crypto, cash, marketable securities, and “moonshot” holdings, including aggregate holdings
of $15.6 billion and ETH holdings representing 4.9% of the total ETH supply; and (xi) the future growth, advancement, and strategic direction
of the Company’s Ethereum treasury strategy, blockchain infrastructure capabilities, bitcoin mining operations, 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 and relative performance versus other macro assets 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 and trading volume of the Company’s common
stock and Series A Preferred Stock, and the risk that the Company’s inclusion in the Russell 1000 index does not produce anticipated
benefits; 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 timing and outcome of the scheduled CLARITY Act vote and 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, investor flows in international markets, 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, including whether the four-year cycle bottoms as anticipated and whether institutional participation materializes;
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 https://Bitminetech.io/investor-relations/. 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.
SOURCE
Bitmine Immersion Technologies, Inc.
MEDIA
CONTACT:
Marcy
Simon
Marcy@agentofchange.com
+19178333392

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