애널리스트호재🔥진행 중
BMNR ETH 보유 종목 600만 개 돌파, 5% 목표에 근접영어 원문
ETH 17,362개 매수, 총 보유량이 공급량의 4.9%에 도달, 5% 목표까지 약 103k ETH 남음
첫날 +3.4% · 5일 후 +3.8%
›전개 과정 4회
- 2026-09-11 Target raised on Ethereum strength, shares surge 8%
- 2026-09-21 Post-target-hike, stock appears on multiple traders' Monday watchlists, indicating rising attention
- 2026-09-21 Company announcement confirms ETH holdings and total assets; Tom Lee to deliver keynote, boosting market confidence
- 2026-09-29 ETH 17,362개 매수, 총 보유량이 공급량의 4.9%에 도달, 5% 목표까지 약 103k ETH 남음
기타호재
BMNR 주간 추세 강세 전환, $26.55 레인지 돌파
다수 트레이더가 주간 추세 전환과 레인지 돌파를 확인, $28.67과 $35 주시
첫날 -2.6% · 현재까지 -0.4%
이전 이벤트 11건›
애널리스트호재
B. Riley raises BMNR PT to $34 from $30, keeps Buy영어 원문
Analyst raises PT on weekend crypto rally, notes liquidity-driven not fundamental
첫날 +1.8% · 5일 후 -7.1%
기업호재
BMNR Holds 5.96M ETH, ~4.9% of Supply영어 원문
Holdings approach 5% supply threshold; crypto asset base keeps growing
첫날 -2.5% · 5일 후 +13.8%
›전개 과정 21회
- 2026-07-13 Holds 4.8% of ETH supply, near 5% goal; added to Russell 1000
- 2026-07-15 EthSystems, backed by BMNR, launches privacy/compliance tech for Ethereum institutions
- 2026-07-15 Holdings up from 5.7M on Jul 6 to 5.77M, now 4.8% of circulating supply
- 2026-07-17 Chairman's letter confirms holdings share and progress; notes Russell 1000 inclusion
- 2026-07-18 Company announces holding 1.207M ETH (4.8% of total supply), achieving 96% of 5% target in 12 months
- 2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings now 4.8% of supply, 96% toward 5% goal; total assets $11.5B
- 2026-07-22 Chairman Tom Lee comments on ETH strength and AI downstream assets, extending the existing ETH holdings narrative
- 2026-07-27 ETH stake at 4.8% of supply, nearing 5% target; repurchased 6.1M shares in past week
- 2026-07-27 ETH holdings represent 4.8% of supply, nearing 5% target; concurrent large share buyback
- 2026-07-31 Tom Lee reiterates BMNR staking model superior to Strategy as ETH yields vs BTC none
- 2026-08-03 Tom Lee explains large asset managers can't hold ETH directly, need equity exposure
- 2026-08-03 Holdings represent 4.8% of ETH supply, 96% toward 5% goal, relentless buying confirms institutional thesis
- 2026-08-11 Holdings near 5% target, high staking ratio generates significant income, reinforcing crypto infrastructure position
- 2026-08-24 Tom Lee and BMNR collectively hold 4.8% of ETH supply, nearing 5% target, solidifying crypto asset strategy
- 2026-08-24 Motley Fool confirms BMNR's ongoing 'Alchemy of 5%' strategy, with holdings valued at $14.6B
- 2026-08-29 Tom Lee confirms 65 straight weeks of ETH buys, $14B holdings, near 5% of supply, reinforcing crypto strategy
- 2026-08-31 Bought 53,501 more ETH; over 5M staked, generating ~$335M annually
- 2026-09-09 Company confirms purchase of ~28k ETH, total crypto and cash holdings reach $15.7B, continuing accumulation toward 5% supply target
- 2026-09-09 New purchase brings ETH holdings value near $15B, rivaling market cap, reinforcing Bitcoin substitute stance
- 2026-09-15 Continued ETH accumulation, now 4.9% of total supply, underscores long-term investment strategy
- 2026-09-16 Holdings approach 5% supply threshold; crypto asset base keeps growing
애널리스트호재
BMNR Chair Tom Lee Bullish, Sees S&P 8000, BTC $150K영어 원문
Lee says institutional investors buying crypto stocks, volumes jumped; BTC could hit $150K
첫날 -7.7% · 5일 후 +3.6%
기업호재
BMNR crosses $21, highest since May영어 원문
Ethereum rebound and crypto rally lift stock from YTD low of $12.54
첫날 +5.8% · 5일 후 +4.2%
규제악재
CLARITY Act stalls: 53 Senate Republicans still short of 60 votes before Aug. 7영어 원문
The crypto market-structure bill remains off the Senate floor as ethics language and jurisdiction fights compress the timeline
첫날 +2.8% · 5일 후 -3.9%
기업호재
Tom Lee Says Crypto Market Bottomed; BMNR Staking Revenue 98% of Q3 Topline영어 원문
Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline
첫날 +1.6% · 5일 후 +0.6%
›전개 과정 5회
- 2026-07-17 Chairman's letter discloses 4.8% of ETH circulating supply held, nearing 5% goal, and mentions Russell 1000 inclusion.
- 2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings at 5.78M, nearing 5% goal
- 2026-07-22 Company formally discloses ETH holdings, aligning with prior buyback and accumulation to 4.8% of supply
- 2026-07-22 Tom Lee reveals BMNR holds 5.74M ETH, becoming largest single staking operator, bullish on Ethereum
- 2026-07-29 Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline
기업호재
EthSystems Launches, Focused on Ethereum Institutional Privacy Solutions영어 원문
Public launch announced, continuing the previously recorded funding event line
첫날 +8.3% · 5일 후 -6.0%
›전개 과정 4회
- 2026-07-06 Company discloses $11.1B total assets, ETH holdings worth ~$10.06B, adds 42,197 ETH
- 2026-07-13 Bought 27,801 ETH, now 4.8% of supply, 96% toward 5% goal
- 2026-07-15 Founded by EF privacy task force team, backed by Bitmine, adding to Bitmine's Ethereum ecosystem push.
- 2026-07-15 Public launch announced, continuing the previously recorded funding event line
실적
실적 발표
첫날 -3.1% · 5일 후 +12.3%
실적
실적 발표
첫날 -2.5% · 5일 후 +13.8%
기업호재
Bitmine to Join Russell 1000, Forcing Index-Tracking ETF Buying영어 원문
Holds 5.67M ETH and $601M cash, shares down 93% from highs; index inclusion triggers passive buying
첫날 -0.5% · 5일 후 +1.0%
›전개 과정 8회
- 2026-05-19 Firm continues accumulating ETH, aligning with Tom Lee's bullish stance
- 2026-05-26 New fact: Russell 1000 inclusion on June 26; ETH holdings = 4.37% of circulating supply
- 2026-05-26 Largest single-week purchase since Dec 2025, total holdings approach 5% target
- 2026-06-01 First-time disclosure of Beast Industries stake value cut from $200M to $180M, while ETH holdings ratio ticks up
- 2026-06-08 Bought ~127K ETH for ~$213M, largest buy in 6 months; cash position at lowest level in a long time
- 2026-06-15 Company discloses total assets including crypto, cash, investments; ETH position expands further
- 2026-06-23 Bought 52,203 ETH (~$92M) on Jun 22-23, raising total to 5,672,956 ETH, nearing 5% target
- 2026-06-26 Holds 5.67M ETH and $601M cash, shares down 93% from highs; index inclusion triggers passive buying
M&A·자금조달악재
Bitmine Plans Preferred Stock Offering Up to $300M with 9.5% Dividend영어 원문
Multiple independent sources today reiterate the preferred stock offering plan, confirming ongoing progress.
첫날 +5.9% · 5일 후 -7.7%
›전개 과정 2회
- 2026-06-04 Company raises up to $300M via new preferred shares, 9.5% annual dividend, ticker BMNP
- 2026-06-06 Multiple independent sources today reiterate the preferred stock offering plan, confirming ongoing progress.
관련 소식 · 이 종목은 주체가 아님
관련시장
Bitcoin tops $81,000 as nearly $250 million in shorts are wiped out영어 원문
ETF inflows and a fresh CFTC rulemaking backdrop lifted BTC back above $80,000, with Coinbase rallying alongside it.
첫날 +8.7% · 5일 후 -5.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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