bmnr

Tom Lee’s BitMine, which is the largest #Ethereum treasury company, has announced a significant investment in MrBeast’s Beast Industries. This has sparked a surge in the #BMNR stock, which is already up over 16% year-to-date (YTD).
BMNR Stock Rises as BitMine Invests in Beast Industries
The BMNR stock is up 2% in premarket trading, trading at around $33 from yesterday’s close of $32. This rise in the stock’s price follows BitMine’s announcement of its investment in MrBeast’s company.
Source: Yahoo Finance; BMNR Daily Chart
An SEC filing shows that the Ethereum treasury company will make a $200 million equity investment in Beast Industries. Commenting on the move, BitMine’s Chairman, Tom Lee, opined that MrBeast and Beast Industries are the leading content creators of this generation, with a reach and engagement unmatched among GenZ, GenAlpha, and Millennials.
The BitMine chairman added that Beast Industries is the largest and most innovative creator-based platform in the world, and that their corporate and personal values are strongly aligned. Meanwhile, Beast Industries CEO, Jeff Housenbold, revealed that they look forward to exploring ways to further collaborate and incorporate DeFi into their upcoming financial services platform.
The deal will close on or about January 19. It marks a positive for the BMNR stock, which is already one of the best-performing crypto stocks this year. The stock is up over 16% year-to-date (YTD), while it has recorded a gain of over 430% in the last year, with most of these gains coming after BitMine adopted an Ethereum strategy.
BitMine continues to double down on its Ethereum treasury strategy. Tom Lee’s company accumulated 24,266 ETH last week and now holds 4.17 million ETH, which is almost 3.5% of the coin’s total supply.
Major Boost With Staking Plans And ETH Rise
The BMNR stock has also gotten a major boost as BitMine continues to stake its ETH holdings, which will increase the company’s revenue and ETH per share. Arkham data shows that BitMine recently staked 154,304 $ETH , worth $520 million, and has now staked a total of 1,685,088 ETH, worth $5.65 billion.
Meanwhile, the crypto market rebound has also contributed to the stock’s price rise, with BMNR rising alongside other crypto stocks such as MSTR, COIN, and HOOD. Specifically, ETH is up 13% YTD, which is a huge positive for the stock, given the company’s exposure to Ethereum.
However, it is worth noting that BitMine’s Ethereum investment remains at an unrealized loss of $2.1 billion, according to DropsTab data. The company’s current average buy price is $3,900, while ETH is currently trading at around $3,400.

以太坊财库巨头 BMNR (Bitmine Immersion Technologies) 宣布，将斥资2亿美元，战略投资全球第一网红“野兽先生”（Mr. Beast）背后的控股公司——野兽工业（Beast Industries）。

2亿美元!
一边是坐拥数亿粉丝、在世界呼风唤雨的流量猛兽;另一边是手握海量以太坊、在深海里潜行的加密巨鲸。这笔交易预计将在1月19日左右完成，届时一个全新的物种或许就将诞生 。
要看懂这场牌局，得先搞清楚两位主角的来头。他们都不是善茬。
‍“野兽先生”，吉米·唐纳森（Jimmy Donaldson）， 你可能刷到过他的视频。这位老兄早已不是“网红”二字能简单概括的。他是YouTube上一个活生生的BUG，一个拥有超过4亿订阅者的媒体帝国 。他的内容模式简单粗暴但极其有效：用匪夷所思的巨额成本，搞各种夸张的挑战和慈善活动 。比如，复刻《鱿鱼游戏》，或者直接给路人送跑车。
流量的背后，是一个庞大的商业机器。他创立的虚拟快餐品牌“Mr. Beast Burger”和零食品牌“Feastables”，已经像病毒一样渗透进美国年轻人的生活 。可以说，“野兽先生”掌握着通往全球Z世代注意力的终极密码。
而这次的投资方BMNR，则是一头来自加密世界的巨兽。 它是一家在纽交所上市的公司 商业模式堪称简单粗暴的艺术：通过融资，疯狂囤积以太坊(ETH)，立志成为“以太坊的财库公司” 。他们的目标宏大到令人咋舌——持有全球流通以太坊总量的5% 。这家公司背后，站着Peter Thiel的创始人基金(Founders Fund)这样的大佬级投资者，其董事长汤姆·李(Tom Lee)更是华尔街知名的分析师 。
表面上看，这是一笔股权投资。但双方在公告里透露的合作方向，才是真正的核心：探索在金融服务平台中，融入去中心化金融（DeFi）。
DeFi发展了这么多年，技术越来越牛，但始终困在一个小圈子里自娱自乐。为什么?两个字：难用。钱包、私钥、Gas费……这些概念对于圈外普通人来说，简直就是天书。
想象一下，如果“野兽先生”在他的视频里，用他一贯的游戏化、娱乐化的方式，推出一款“野兽钱包”或者一个理财小游戏，参与者可以轻松地赚取加密收益。这背后对接的，可能就是BMNR提供的DeFi底层设施。通过一个全球最受信赖的网红做信任背书，DeFi就有可能瞬间击穿圈层壁垒，完成史上最大规模的用户教育和转化。
而对于“野兽先生”而言，这同样是一次进化。当网红的商业模式还停留在广告、带货和卖汉堡时，他已经开始布局金融，试图将自己庞大的“注意力资产”转化为更具想象力的“金融资产”。
这场看似完美的结合，潜藏着巨大的风险。
首先，是深不可测的监管风险。 将复杂的，甚至是高风险的DeFi产品包装成娱乐内容，推送给数以亿计的、可能毫无金融知识的年轻用户，这在全球任何一个国家都是在监管的红线上疯狂试探。一旦出现任何问题，引发的社会舆论和监管铁拳将是毁灭性的。
其次，是脆弱的信任风险。 “野兽先生”的品牌根基，是娱乐和慈善建立起来的公众信任。金融，尤其是加密金融，是一个极易产生纠纷和亏损的领域。历史上，不乏网红推广金融产品最后翻车的案例。事实上，“野兽先生”本人也曾被指控参与过加密货币的“割韭菜”项目 这些历史争议无疑为这次合作蒙上了一层阴影。如果合作的DeFi项目出现问题，他透支的将是自己十年生涯积累的全部信誉。
最后，是巨大的执行风险。 直到今天，双方的合作仍然停留在“探索”的层面。没有技术白皮书，没有详细的产品路线图，甚至连这2亿美元到底换了多少股权、几个董事会席位，外界都一无所知 。从一个顶级的MCN机构，跨越到一家合规、安全、体验流畅的金融科技公司，中间的鸿沟巨大。这究竟是一场深思熟虑的战略布局，还是一次为了提振股价和估值的“PPT合作”?目前还很难说。
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#BMNR

headlines after growing its ether holdings to a very large level. The company now holds more than four point one four million ether. This equals about three point four three percent of the total ether supply. Bitmine is working toward a long term goal of holding five percent of all ether in circulation.
During the past week the company added around thirty three thousand ether to its treasury. This steady buying shows strong belief in the future of the network. Bitmine chairman Tom Lee has spoken openly about his long term view. He believes ether could reach very high prices in the future if digital assets continue to grow and gain trust.
Bitmine total crypto and cash holdings are now worth about fourteen point two billion dollars. This includes over nine hundred million dollars held in cash. The company also owns a small amount of bitcoin and holds an investment in another technology firm. These assets give Bitmine flexibility and financial strength as it grows its crypto strategy.
A key part of Bitmine plan is staking ether. As of early January the company had already staked more than six hundred fifty nine thousand ether. At current prices this amount is worth over two billion dollars. Staking allows the company to earn daily rewards while helping support the network. This creates steady income rather than relying only on price moves.
At the moment Bitmine works with three outside staking providers. However the company plans to take more control in the future. It is preparing to launch its own in house validator system called the Made in America Validator Network. This system is expected to go live in early twenty twenty six. Once active it will allow Bitmine to manage staking directly.
If all planned ether is fully staked Bitmine expects to earn more than one million dollars per day in rewards. This estimate is based on current staking rates. These rewards could become a major source of income for the company and help fund future expansion.
This approach shows how crypto focused firms are changing their strategies. Instead of only mining or trading they are building long term positions and earning yield through staking. Bitmine is positioning itself as both a holder and an active participant in the ether network.
The market has reacted positively to the news. Bitmine shares moved higher as ether prices also rose. Investors appear to see value in the company growing crypto reserves and long term income plans.
Bitmine strategy reflects a wider shift in how companies view digital assets. Ether is no longer just a trading asset. It is becoming a core treasury holding that can produce steady returns. With its growing stake and future validator launch Bitmine is placing itself at the center of this change.
#Bitmine
#BMNR
#Ethereum
#CryptoNews
#DigitalAssets

Short-seller Kerrisdale Capital has officially announced a short position in BitMine Immersion (BMNR) — the ETH-focused company led by Tom Lee.
According to Kerrisdale, BitMine’s business model of “issuing shares to buy ETH” copies an outdated strategy similar to MicroStrategy’s old playbook. They claim this “reflexive loop” is no longer sustainable in today’s market.
The report also questioned the transparency and leadership strength of Tom Lee, saying he lacks the influence to keep investors confident.
This move has shaken confidence in BMNR, and traders are watching closely to see how the market reacts next. 👀
📉 Summary:
Company: BitMine Immersion (BMNR)
Targeted by: Kerrisdale Capital
Accusation: Outdated, unsustainable business model
Leader under fire: Tom Lee
Market sentiment: Bearish pressure increasing
#BitMine #TomLee #BMNR #KerrisdaleCapita #CryptoNews