Bitmine Nears 5% of Ethereum Supply With $11.8 Billion Treasury
What happened: Bitmine (BMNR) now holds 5.
What happened: Bitmine (BMNR) now holds 5.79 million ETH, representing 4.8% of Ethereum's circulating supply, with a total treasury of $11.8 billion. The company has also accumulated 208 BTC (~$13.6M), $268 million in cash and securities, and stakes in Beast Industries and Eightco Holdings. Bitmine has staked 4.9 million ETH through MAVAN, projecting annualized staking rewards of $299 million once fully deployed. The firm has repurchased 11.6 million shares since July 1 as part of a $4 billion buyback program. Bitmine stock rose 13% on the news.
Why it matters: Bitmine's aggressive accumulation and staking of ETH signal institutional confidence in Ethereum's long-term prospects, even as ETH trades well below previous highs. The pivot from ETH purchases to share buybacks may indicate a near-term cap on further accumulation, or a strategic shift to reward shareholders. With Bitmine approaching its self-imposed 5% threshold, market watchers are closely monitoring potential impacts on liquidity, staking yields, and governance dynamics within the Ethereum ecosystem.
Source: Decrypt