2026-09-11 → 10-08 Analyst 🔥Developing
BMNR to Stop ETH Buying at 5% Supply Cap CEO says ~100K ETH left to buy; current holdings ~4.9% of supply
D1 +3.4% · +5d +3.8%
› 6 waves of this story2026-09-11 Target raised on Ethereum strength, shares surge 8%2026-09-21 Post-target-hike, stock appears on multiple traders' Monday watchlists, indicating rising attention2026-09-21 Company announcement confirms ETH holdings and total assets; Tom Lee to deliver keynote, boosting market confidence2026-09-29 Bought 17,362 ETH, total holdings reach 4.9% of supply, ~103k ETH from 5% goal2026-10-05 Continued ETH accumulation, total crypto and cash/marketable securities reach $17.4B, reinforcing Bitcoin mining pivot2026-10-08 CEO says ~100K ETH left to buy; current holdings ~4.9% of supply2026-10-06 Analyst Bull
Cantor Reiterates Overweight on BMNR, PT $63.60 Analyst sees BMNR championing ETH's story and expanding opportunity set
D1 -2.2% · since -8.2%
11 earlier events › 2026-09-28 Other Bull
BMNR Weekly Trend Turns Bullish, Breaks $26.55 Range Multiple traders confirm weekly trend shift and range breakout, watching $28.67 and $35
D1 -2.6% · +5d -0.2%
2026-09-22 Analyst Bull
B. Riley raises BMNR PT to $34 from $30, keeps Buy Analyst raises PT on weekend crypto rally, notes liquidity-driven not fundamental
D1 +1.8% · +5d -7.1%
2026-07-13 → 09-16 Company Bull
BMNR Holds 5.96M ETH, ~4.9% of Supply Holdings approach 5% supply threshold; crypto asset base keeps growing
D1 -2.5% · +5d +13.8%
› 21 waves of this story2026-07-13 Holds 4.8% of ETH supply, near 5% goal; added to Russell 10002026-07-15 EthSystems, backed by BMNR, launches privacy/compliance tech for Ethereum institutions2026-07-15 Holdings up from 5.7M on Jul 6 to 5.77M, now 4.8% of circulating supply2026-07-17 Chairman's letter confirms holdings share and progress; notes Russell 1000 inclusion2026-07-18 Company announces holding 1.207M ETH (4.8% of total supply), achieving 96% of 5% target in 12 months2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings now 4.8% of supply, 96% toward 5% goal; total assets $11.5B2026-07-22 Chairman Tom Lee comments on ETH strength and AI downstream assets, extending the existing ETH holdings narrative2026-07-27 ETH stake at 4.8% of supply, nearing 5% target; repurchased 6.1M shares in past week2026-07-27 ETH holdings represent 4.8% of supply, nearing 5% target; concurrent large share buyback2026-07-31 Tom Lee reiterates BMNR staking model superior to Strategy as ETH yields vs BTC none2026-08-03 Tom Lee explains large asset managers can't hold ETH directly, need equity exposure2026-08-03 Holdings represent 4.8% of ETH supply, 96% toward 5% goal, relentless buying confirms institutional thesis2026-08-11 Holdings near 5% target, high staking ratio generates significant income, reinforcing crypto infrastructure position2026-08-24 Tom Lee and BMNR collectively hold 4.8% of ETH supply, nearing 5% target, solidifying crypto asset strategy2026-08-24 Motley Fool confirms BMNR's ongoing 'Alchemy of 5%' strategy, with holdings valued at $14.6B2026-08-29 Tom Lee confirms 65 straight weeks of ETH buys, $14B holdings, near 5% of supply, reinforcing crypto strategy2026-08-31 Bought 53,501 more ETH; over 5M staked, generating ~$335M annually2026-09-09 Company confirms purchase of ~28k ETH, total crypto and cash holdings reach $15.7B, continuing accumulation toward 5% supply target2026-09-09 New purchase brings ETH holdings value near $15B, rivaling market cap, reinforcing Bitcoin substitute stance2026-09-15 Continued ETH accumulation, now 4.9% of total supply, underscores long-term investment strategy2026-09-16 Holdings approach 5% supply threshold; crypto asset base keeps growing2026-09-01 Analyst Bull
BMNR Chair Tom Lee Bullish, Sees S&P 8000, BTC $150K Lee says institutional investors buying crypto stocks, volumes jumped; BTC could hit $150K
D1 -7.7% · +5d +3.6%
2026-08-21 Company Bull
BMNR crosses $21, highest since May Ethereum rebound and crypto rally lift stock from YTD low of $12.54
D1 +5.8% · +5d +4.2%
2026-08-07 Regulation Bear
CLARITY Act stalls: 53 Senate Republicans still short of 60 votes before Aug. 7 The crypto market-structure bill remains off the Senate floor as ethics language and jurisdiction fights compress the timeline
D1 +2.8% · +5d -3.9%
2026-07-17 → 07-29 Company Bull
Tom Lee Says Crypto Market Bottomed; BMNR Staking Revenue 98% of Q3 Topline Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline
D1 +1.6% · +5d +0.6%
› 5 waves of this story2026-07-17 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% goal2026-07-22 Company formally discloses ETH holdings, aligning with prior buyback and accumulation to 4.8% of supply2026-07-22 Tom Lee reveals BMNR holds 5.74M ETH, becoming largest single staking operator, bullish on Ethereum2026-07-29 Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline2026-07-06 → 07-15 Company Bull
EthSystems Launches, Focused on Ethereum Institutional Privacy Solutions Public launch announced, continuing the previously recorded funding event line
D1 +8.3% · +5d -6.0%
› 4 waves of this story2026-07-06 Company discloses $11.1B total assets, ETH holdings worth ~$10.06B, adds 42,197 ETH2026-07-13 Bought 27,801 ETH, now 4.8% of supply, 96% toward 5% goal2026-07-15 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 line2026-07-15 Earnings
Earnings report D1 -3.1% · +5d +12.3%
2026-07-13 Earnings
Earnings report D1 -2.5% · +5d +13.8%
2026-05-19 → 06-26 Company Bull
Bitmine to Join Russell 1000, Forcing Index-Tracking ETF Buying Holds 5.67M ETH and $601M cash, shares down 93% from highs; index inclusion triggers passive buying
D1 -0.5% · +5d +1.0%
› 8 waves of this story2026-05-19 Firm continues accumulating ETH, aligning with Tom Lee's bullish stance2026-05-26 New fact: Russell 1000 inclusion on June 26; ETH holdings = 4.37% of circulating supply2026-05-26 Largest single-week purchase since Dec 2025, total holdings approach 5% target2026-06-01 First-time disclosure of Beast Industries stake value cut from $200M to $180M, while ETH holdings ratio ticks up2026-06-08 Bought ~127K ETH for ~$213M, largest buy in 6 months; cash position at lowest level in a long time2026-06-15 Company discloses total assets including crypto, cash, investments; ETH position expands further2026-06-23 Bought 52,203 ETH (~$92M) on Jun 22-23, raising total to 5,672,956 ETH, nearing 5% target2026-06-26 Holds 5.67M ETH and $601M cash, shares down 93% from highs; index inclusion triggers passive buyingRelated — this ticker is not the subject
2026-09-19 Related Markets
Bitcoin tops $81,000 as nearly $250 million in shorts are wiped out ETF inflows and a fresh CFTC rulemaking backdrop lifted BTC back above $80,000, with Coinbase rallying alongside it.
D1 +8.7% · +5d -5.0%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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