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Market News

BMNR ETH Holdings Surge 3.2% of Supply: $13.2B Treasury Boom

Donald
Last updated: December 9, 2025 8:31 am
By Donald
6 Min Read
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BitMine Immersion Technologies (NYSE: BMNR) just flexed its crypto muscle, stacking over 3.86 million ETH tokens—snagging a whopping 3.2% of Ethereum’s entire supply—as of this writing.

🚀 BMNR’s ETH Haul: 3.86M Tokens = 3.2% of Ethereum Supply!
Total Crypto + Cash: $13.2 Billion Strong 💰

Hold onto your hats, folks—this isn’t just another dusty press release gathering digital cobwebs. BitMine Immersion, the immersion-cooling wizards of crypto mining turned Ethereum treasury titans, dropped this bombshell on December 8, 2025, via PR Newswire. In the last week alone, they scooped up 138,452 ETH, turbocharging their holdings by a jaw-dropping 156% from the pace just a month ago. At $3,139 per ETH (Coinbase pricing), that’s a fresh $435 million war chest addition, pushing their total crypto and cash fortress to $13.2 billion. We’re talking 193 BTC, a $36 million stake in moonshot plays like Eightco Holdings (NASDAQ: ORBS), and a cool $1 billion in straight cash—enough green to make even the most jaded trader crack a smile. Of course, ETH’s price swings could swing that treasury value right back, so volatility’s always in the mix.

Why the frenzy? Chairman Tom Lee—yeah, that Tom Lee from Fundstrat, the guy who’s been yelling “supercycle” from the rooftops—is all in on ETH’s glow-up. “The best years are ahead for crypto,” he thundered in the release, pointing to the Fusaka upgrade (live since December 3) that’s juicing Ethereum’s scalability like a double espresso, the Fed’s QT finale, and looming rate cuts on December 10. Oh, and let’s not forget shaking off that nasty October 10 liquidation hangover—eight weeks clear, and fundamentals are flexing hard. BitMine’s not stopping at hoarding; they’re gearing up for the “Made in America Validator Network (MAVAN)” staking powerhouse in early 2026, turning idle ETH into yield-generating beasts.

This move screams corporate crypto adoption on steroids. Remember when we geeked out over MicroStrategy’s Bitcoin binge, stacking sats like it was going out of style? Or how about Tesla’s sly Ethereum staking pivot that had the EV crowd buzzing? BitMine’s ETH alchemy is the next chapter, blending Wall Street liquidity with DeFi wizardry. As public companies gobble up over 90 Bitcoin treasuries (with U.S. firms owning two-thirds), Ethereum’s joining the party—23% of CFOs eyeing crypto for treasury plays in the next two years, per Deloitte. And get this: corporate BTC holdings hit 998,374 coins in 2024, up 31%, with ETH treasuries exploding in 2025. BitMine’s leading the charge as the #1 ETH holder and #2 global crypto treasury (bowing only to Strategy Inc.’s 650,000 BTC behemoth).

How the Market Reacted When Others Did This

Flashback to mid-2025: When SharpLink Gaming (NASDAQ: SBET)—with Ethereum co-founder Joseph Lubin as chairman—announced its Ethereum treasury pivot, building a cumulative $425 million ETH position through raises and additions, shares rocketed 45% in a week, fueled by staking yield hype and supply squeeze fears. Investors piled in, betting on ETH’s programmable edge over BTC’s “digital gold” vibe. Then there’s Bit Digital (NASDAQ: BTBT), who ditched their entire BTC stack for a $172 million ETH haul in July, vaulting to 100,603 tokens. The market? A 28% pop in 48 hours, as traders cheered the yield play—ETH staking at 4-5% annually turning treasuries into cash cows. GameSquare followed suit, and their stock? Up 32% on the news, with volume spiking 300%. Even Coinbase (NASDAQ: COIN) hit all-time highs in July 2025 amid the ETH treasury wave, up 22% as adoption signaled ecosystem strength. Lesson? When corps go big on ETH, the Street doesn’t just nod—it moonshots, rewarding bold balance sheets with premium valuations. BitMine, already the 37th most-traded U.S. stock with $1.8 billion daily volume (edging out Goldman Sachs!), could be next in line for that rocket fuel.

BMNR’s stock? As of this writing on December 9, 2025, trading around $35.14, with a market cap north of $13.76 billion—mirroring that ETH-per-share magic. Backed by heavy hitters like ARK’s Cathie Wood, Pantera, and Galaxy Digital, plus Lee’s personal stake, this isn’t fly-by-night stuff. Their ops in low-cost energy hubs like Trinidad and Pecos, Texas, keep mining humming, while advisory gigs help public firms dip toes into Bitcoin-denominated revenues. Annual shareholder bash? Set for January 15, 2026, at the Wynn in Vegas—because why not celebrate the supercycle in style?

Bottom line: BitMine’s ETH empire build isn’t just numbers on a ledger—it’s a high-octane bet on blockchain’s Wall Street takeover. With tokenization set to flip everything from stocks to real estate on-chain, companies like BMNR are the bridge-builders. Strap in; this treasury train’s just leaving the station, and the views? Absolutely electric. What’s your take—ETH the new king of corporate coffers? Drop it in the comments.

Disclosure: As of this writing, prices and holdings are subject to market volatility. Always DYOR.

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TAGGED:BitMine ImmersionBMNRcorporate Bitcoincrypto adoptioncrypto newsETH holdingsEthereum treasurystakingTom Leetreasury strategy
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