Bitmine（BMNR）8-K 例行披露 ETH 持仓达 602.9 万枚、加密+现金类资产 162 亿美元，无新增实质交易催化

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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):
October 12, 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
October 12, 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 October 12, 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:
October 13, 2026
By:
/s/
Young Kim
Name:
Young
Kim
Title:
Chief
Financial Officer and Chief Operating 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 6.03 Million Tokens, and Total Crypto and Total Cash & Marketable Securities
Holdings of $16.2 Billion
Bitmine
owns 4.9% of the total ETH coin supply of 122.1 million
Bitmine
is 99% of the way to the ‘Alchemy of 5%’ in just 15 months
Bitmine
released Chairman’s Message on October 7 titled “Crypto Bull Underway — This Cycle Likely the Largest”
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 $12.9 billion at $2,544 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum
staking destination for BMNR and institutional investors
Bitmine
owns $85 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 $16.2 billion, including 6.03 million ETH tokens,
total cash & marketable securities of $612 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, October 12, 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 $16.2 billion.
As
of October 11, 2026 at 1:30pm ET, the Company’s crypto holdings are comprised of 6,028,946 ETH at $2,544 per ETH (per Coinbase
NASDAQ: COIN), 214 Bitcoin (BTC), $180 million stake in Beast Industries, $85 million stake in Eightco Holdings (NASDAQ: ORBS) (“moonshots”)
and total cash & marketable securities of $612 million. Bitmine’s ETH holdings are 4.9% of the ETH supply (of 122.1 million
ETH).
On
October 7, Bitmine released its latest Chairman’s message titled “Crypto Bull Underway — This Cycle Likely the Largest.”
The presentation is available at the Bitmine website (
presentation link
).
“We
believe Bitmine is positioned to outperform the crypto bull market that we expect to be coming, as the company has strengthened its competitive
position over the past year in the midst of a crypto winter (bear market),” stated Thomas “Tom” Lee, Chairman of Bitmine.
“The
accumulation of a majority of our 6 million ETH took place in the midst of a crypto bear market and with the Company nearing our 5% ETH
accumulation target, we believe the company is attractively positioned ahead of the coming crypto bull,” continued Lee.
Among
the key strategic steps taken in the past year is the issuance of the Bitmine 9.5% Perpetual Preferred stock (BMNP) in June of this year.
BMNP was issued at $80 and last closed at $99.53.
“BMNP,
the Company’s perpetual preferred stock, gained 24% since issuance outperforming fixed income as Treasuries (TLT) fell -8% in that
same timeframe,” continued Lee.
“BMNP
has established a benchmark yield for ETH credit and at 9.56% is 256bp below that of comparable Bitcoin credit yield (STRC) and 515bp
below that of comparable Solana yield (CHAD). This reflects the superior yield and stability characteristics of ETH, in my opinion,”
continued Lee.
“We
believe that as crypto enters a cycle we expect to be a bull market, what is notable is Bitmine’s share price outperformance of
ETH during the bear market of 2025-2026. In the first 9 months of 2026, ETH declined 10% while BMNR was down by 3%, or outperformance
of 731bp,” stated Thomas “Tom” Lee, Chairman of Bitmine.
“The
outperformance of ETH by 6,832bp relative to the S&P 500 in 3Q26 is notable considering the substantial macro headwinds that emerged
in the quarter including a ‘hawkish’ Fed, surging oil, rise in global bond yields and general tightening of financial conditions.
For the quarter, ETH outperformed by 6,832bp, dwarfing other macro assets,” stated Lee.
“Owing
to the following factors, we see the potential for this to be the largest ever crypto bull market. The drivers being: tokenization; wealth
transfer; DATS absorbed supply; Crypto being an AI downstream story,” continued Lee.
Vlad
Tenev, CEO of Robinhood, recently stated on CNBC “$100 trillion of wealth transfer is underway” (
interview link
).
Based upon data compiled by the IRS and Fundstrat, this wealth effect is estimated to total $1.5T to $2.0T between 2026-2028.
“The
wealth transfer underway is expected to support the upcoming crypto bull market as those inheriting wealth are younger and likely have
a higher risk appetite for crypto and equities. We expect this effect to be more pronounced in the bull market we expect to be upcoming
compared to the prior 2019-2021 cycle as the wealth transfer is projected to be a much larger dollar value transfer compared to last
cycle,” stated Lee.
And
further differentiating this upcoming bull cycle is that crypto Digital Asset Treasuries (DATS) have absorbed a larger share of crypto
supply.
“DATS
represent essentially permanent supply removed from the crypto market and this dynamic is favorable ahead of the upcoming crypto bull
cycle, particularly compared to the prior 2019-2021 period, when DATS were not a factor,” continued Lee.
“Over
the past week, we acquired 12,532 ETH. Bitmine’s track record of consistent buying of crypto is unmatched by any public company
in the world. Bitmine has bought ETH each and every week since the inception of the ETH Treasury Strategy on June 30, 2025,” stated
Lee.
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 has expanded 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 October 11, 2026, Bitmine total staked ETH stands at 5,067,309 ($12.9 billion at $2,544 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 would be $400 million on an annualized basis (using 2.61% 7-day BMNR yield). This compares to annualized staking revenues
at $336 million based upon BMNR’s 5.1 million currently staked ETH (84% of the 6.03 million ETH held by Bitmine),” continued
Lee.
Bitmine’s
crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc. (NASDAQ: MSTR), which reportedly owns
848,000 BTC valued at approximately $77 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 U.S. 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.
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
Cautionary
Note on 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,” “targets,” “goal,” “potential,” “positioned,”
“likely,” “may,” “will,” “would,” “could,” “should,” “view,”
or similar expressions. This press release specifically contains forward-looking statements regarding: (i) the Company’s goal of
acquiring 5% of the total ETH supply (the “Alchemy of 5%” initiative); (ii) the Company’s digital asset accumulation
and treasury strategy, including statements regarding the expected pace, extent, and continuation of ETH acquisitions and management’s
statement that the Company is largely finished buying ETH; (iii) the Company’s staking operations, including projected annualized
ETH staking rewards of approximately $400 million at scale and projected annualized staking revenues of approximately $336 million, each
of which is based on a 7-day trailing yield that may not be representative of future yields; (iv) MAVAN’s expansion to serve institutional
investors, custodians, and ecosystem partners; (v) management’s beliefs regarding future crypto market conditions, including that
a crypto bull market is underway or forthcoming, that it may be the largest crypto bull market ever, and the anticipated effects of tokenization,
wealth transfer, digital asset treasury supply absorption, and artificial intelligence on crypto markets; (vi) management’s beliefs
that the Company is positioned to outperform in future market conditions and regarding the Company’s competitive position; (vii)
management’s beliefs regarding the Company’s Series A Perpetual Preferred Stock (BMNP), including its role as a benchmark
for ETH credit yields and the yield and stability characteristics of ETH; (viii) estimates of future wealth transfer and its expected
impact on demand for crypto and equities; (ix) management’s belief that the GENIUS Act and SEC Project Crypto are or will be transformational
to financial services; and (x) statements regarding the future value of the Company’s crypto, cash, marketable securities, and
“moonshot” holdings.
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; the concentration of the Company’s assets in ETH; the
possibility that crypto markets do not enter a bull market, or that any such market is shorter or smaller than anticipated; the Company’s
reliance on third-party pricing sources, reported market values, and third-party data and estimates (including estimates of wealth transfer),
which may fluctuate materially or prove inaccurate; uncertainty in the valuation of illiquid and privately held investments, including
the Company’s stake in Beast Industries; changes in market conditions affecting the trading price and volume of the Company’s
securities, including the Company’s common stock and Series A Perpetual Preferred Stock, and the relationship between the trading
price of the Company’s securities and the value of its digital asset holdings; the Company’s ability to pay dividends on
its Series A Perpetual Preferred Stock; dilution resulting from future issuances of equity or equity-linked securities; changes in the
Company’s ETH acquisition plans, including any decision to slow, pause, or resume purchases; 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 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 yields, rewards, and revenues differ materially from projected amounts, including because
short-term trailing yields may not persist; competition in the digital asset treasury, staking, and mining industries, and the risk that
digital asset treasury companies sell rather than hold their digital assets; the Company’s dependence on key personnel; regulatory
developments affecting digital assets, blockchain technology, and staking activities, including the implementation and interpretation
of the GENIUS Act, SEC Project Crypto, and other pending legislation or regulatory initiatives; actions by the SEC, CFTC, and other regulatory
bodies; risks related to the Company’s “moonshot” investments, including in Eightco Holdings and Beast Industries;
macroeconomic factors, including inflation, interest rates, monetary policy, oil prices, and general economic conditions; changes to
the Ethereum protocol; the performance of third-party service providers, exchanges, custodians, and staking partners; 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, and beliefs concerning future events. Actual results may vary materially
from those expressed or implied based on the factors 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 at www.sec.gov and 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
to update or revise any forward-looking statements except as required by applicable law.
SOURCE
Bitmine Immersion Technologies, Inc.
CONTACT:
Investor
Relations
ir@bitminetech.io