Bitmine 购买 2.38 亿美元 ETH，Tom Lee 宣布加密货币春天

Table of Contents Bitmine expanded its Ethereum holdings last week with a 101,745 ETH purchase valued near $238 million.此次收购使其总持有量增至超过 518 万枚 ETH，约占供应量的 4.29%。董事长托马斯·李表示，尽管整体情绪仍然疲弱，但新的“加密货币春天”已经开始。 Bitmine 通过最新的购买增加了其以太坊库存，并将总持有量推至 518 万枚 ETH 以上。该公司表示，该头寸大约相当于以太坊未偿供应量的 4.29%。根据当前市场价格，其确认交易价值约为2.38亿美元。该公司继续每周购买并大规模积累 ETH。 The firm reported total crypto and cash holdings of $13.1 billion after the transaction.它持有 200 个比特币，截至披露时每个比特币价值约为 79,935.77 美元。 It also maintains $700 million in cash and equity stakes in Beast Industries and Eightco Holdings. Bitmine said it uses its balance sheet to support long-term digital asset exposure. Bitmine has pledged more than 4.36 million ETH into staking operations.这一数字占其 ETH 持有总量的 84% 以上。 The company said staking generates about $297 million in annualized revenue. It operates the MAVAN staking platform for internal use and institutional clients.李将公司的积累战略与改善美国的监管进展联系起来。他提到了参议院发布的《清晰法案》的妥协文本。 He said the bill bans stablecoin yield on reserves but allows activity-based rewards.他表示，“这一妥协基本上是我们可以接受的，我们希望看到这项法案在 2026 年获得通过。” He also cited Polymarket data that assigns more than a 60% chance of passage this year. Lee said crypto markets are emerging from a recent “mini-winter” phase.他表示：“我们认为，加密货币春天已经开始，就像过去的周期一样，即使加密货币价格走强，投资者的情绪和信念仍然温和且看跌。” He added that current sentiment does not reflect price performance.李表示，以太坊受益于代币化趋势和人工智能的增长。他认为金融资产继续转移到区块链基础设施上。 He said AI systems may prefer neutral public networks for payments and verification.他还表示，ETH 既可以作为价值储存手段，也可以作为交换媒介。他引用了自伊朗冲突爆发以来以太坊相对于股市的表现。 Bitmine 计划通过其 MAVAN 平台维持其质押分配。