mavan

BitMine 股东大会核心：Tom Lee 押注以太坊“超级周期”，目标直指 1.2 万美元。

以太坊之年： 在 2026 年 1 月 15 日于拉斯维加斯举行的 BitMine (BMNR) 年度股东大会上，董事长 Tom Lee 重申以太坊正处于金融变革核心。他指出，随着 RWA（现实资产代币化）爆发，ETH/BTC 汇率有望重回 $0.087$ 上方，甚至挑战更长期目标。渣打银行亦对 2026 年 ETH 给出 12,000 美元 的预测。

BitMine 估值模型： Lee 提出，BitMine 股价与 ETH 价格高度相关（系数约 $0.015$）。
理论目标价： 若 ETH 触及 $12,000$，BMNR 目标价对应 $500$。
极致看涨： Lee 甚至给出了 ETH 25 万美元 的远期幻想（对应 BMNR $5,000$），并为此向股东提议将授权股份数增加至 500 亿股，以备未来的大规模拆股。

“炼金术”资产版图： * 持仓： 截至 2026 年 1 月中旬，公司持有约 417 万枚 ETH（约占总供应量 $3.45\%$），目标锁定 $5\%$（Alchemy of 5% 计划）。
财务： 拥有近 10 亿美元现金 及 140 亿美元总资产。
现金流： 计划于 2026 年 Q1 上线自有的质押基础设施 MAVAN（Made-in-America Validator Network）。目前已质押超 120 万枚 ETH，年化收益可观。

#BitMine #TomLee #以太坊预测 #BMNR #MAVAN

#Bitmine Is Turning ETH Into Infrastructure. This isn’t yield chasing anymore. This is strategy.
Bitmine has now cumulatively staked 1,344,224 $ETH worth up to $4.13B , representing 32.2% of its total holdings. And they’re not done.
In just the past 9 hours, another 154,208 #ETH flowed into staking. That’s roughly $478M locked, removed from liquid circulation, and handed over to the network.
But here’s where it gets bigger than charts. According to Bitmine’s latest official update, their total ETH holdings now stand at 4,167,768 tokens. They’re already working with three staking service providers, and the plan is clear: a commercial launch of their #MAVAN Made in America Verification Network, in 2026.
This isn’t about farming APR. we think, It’s about building a base layer business on Ethereum itself.
Add:
https://intel.arkm.com/explorer/entity/bitmine

Tom Lee's BitMine stakes $1 billion in Ethereum in two days: On-chain data

Bitmine possesses almost 3.4% of the total $ETH supply, progressing towards its target of 5%.

Key Takeaways
In the past two days, BitMine Immersion has moved 342,560 ETH into staking.
To support long-term $ETH staking returns,
BitMine is building MAVAN, the Made in America Validator Network.

BitMine Immersion, one of the largest digital asset treasury entities, has staked 342,560 Ethereum worth about $1 billion over the past two days, according to data tracked by Lookonchain.

The company, led by Fundstrat’s Tom Lee, reported holding more than four million Ethereum, equal to approximately 3.4% of the total supply, in its most recent filing. On-chain data show that the figure has since risen as the firm continued to accumulate throughout the week.

BitMine is preparing to roll out its Made in America Validator Network (MAVAN) after assessing multiple institutional staking providers across safety, reliability, and reward generation.

#BitMine #EthereumStaking #TomLee #MAVAN #InstitutionalCrypto

🔴 BitMine Launches ETH Staking Despite $3.7B Portfolio Loss

BitMine is set to launch the MAVAN Validator network in Q1 2026 to start ETH staking 💰, even though its current books show a $3.7 billion loss due to ETH holdings bought at prices over $1,000 above market.
Analysts warn BitMine’s "Crypto Treasury" model faces high risk, with cost pressures and competition from spot ETH ETFs ⚠️.
ETH holders and staking enthusiasts should watch closely whether BitMine’s move generates returns or amplifies risk.
💭 What do you think — does BitMine still have a chance to recover, or is it “too late”? Drop your thoughts below! 👇

$ETH
#Staking #CryptoTreasury #BitMine #MAVAN