Cổ phiếu BMNR vẫn đang giao dịch dưới mức 20 đô la, mặc dù nhu cầu mua Ethereum đang tăng lên. Tom Lee nhận định rằng "công thức tăng trưởng 5%" vẫn là mục tiêu quan trọng cho năm 2026

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Key points:
Bitmine now holds more than 5.27 million ETH, representing roughly 4.37% of Ethereum’s total circulating supply.
Bitmine’s stock continued to trade under $20, despite increasing its Ethereum purchase from last week.
Retail chatter on Stocktwits message around BMNR’s stock surged roughly 270% in the last 24 hours.
Shares of Bitmine Immersion Technologies (BMNR) dropped in morning trade on Monday after the Tom Lee-backed company announced it had bought over 71,000 Ethereum (ETH) over the past week, picking up its pace after a slowdown last week.

“We view the recent pullback of ETH to below $2,200 as an attractive opportunity,” Lee stated. “Bitmine is expected to reach the 'alchemy of 5%' sometime in 2026."

The uptick from just 26,659 ETH last week to over 70,000 ETH this week comes after Lee announced at Consensus Miami that the company would be slowing down its Ethereum accumulation to focus on “other things.”

BMNR’s stock fell 3.6% in morning trade hitting a fresh one-month low of $18.78, after falling below $20 on Friday. Retail sentiment on Stocktwits around Bitmine remained in ‘bullish’ territory over the past day, while chatter jumped to ‘extremely high’ from ‘high’ levels. Platform data showed a 270% uptick in message volume over the last 24 hours.

The drop in BMNR’s stock price came amid broader weakness in the equity and cryptocurrency markets. Bitcoin (BTC) fell below $77,000, while Ethereum (ETH) struggled to hold on to $2,100 as the overall market dropped under $2.7 trillion.

Ethereum’s price fell 2.8% in the last 24 hours to around $2,125, with retail sentiment on Stocktwits around the leading altcoin trending in ‘bearish’ territory over the past day, alongside ‘normal’ levels of chatter.

Tom Lee Says CLARITY Act Could Accelerate Crypto Adoption

Lee also said that regulatory clarity after the Digital Asset Market CLARITY Act cleared the Senate Banking Committee last week, could accelerate institutional adoption of crypto-based financial infrastructure.

“The CLARITY Act provides the necessary regulatory clarity for the crypto industry and Wall Street to build the next generation set of financial products and architecture,” he said. Lee added that while hurdles remain before the legislation becomes law, Bitmine believes the probability of passage is higher than the 61% odds currently reflected on Polymarket.

BMNR’s ‘Alchemy Of 5%’ Comes Closer

Bitmine said its Ethereum holdings now total 5.28 million ETH, valued at roughly $11.6 billion. The company also holds 202 Bitcoin (BTC), alongside a $200 million stake in Beast Industries and an $83 million investment in Eightco Holdings (ORBS).

According to the company, its Ethereum position now represents roughly 4.37% of the total ETH supply of approximately 120.7 million tokens.

Bitmine also updated that it has staked 4.7 million ETH, which amounts to nearly 89% of its total holdings on its Made in America Validator Network (MAVAN), launched earlier this year.

“Bitmine has staked more ETH than other entities in the world,” Lee said. “At scale, the projected ETH staking reward is $324 million annually.” The company’s annualized staking revenue currently stands at approximately $289 million, based on a 7-day staking yield of 2.80%.

Bitmine is the largest corporate holder of Ethereum. BMNR’s stock has fallen nearly 32% this year, while Ethereum’s price is down over 28%. In comparison, Strategy (MSTR), who is the biggest corporate holder of Bitcoin, has gained over 8% while Bitcoin’s price has shed more than 11% this year.
source: https://www.tradingview.com/news/stocktwits:33688b20d094b:0/