BMNR
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2025.7.29 链上视野
以太坊篇：#Sharplink 跌70%、BMNR再暴跌，是机会还是深坑？
最近，#以太坊 价格的回调影响了其生态中的两个重要财库项目:Sharplink和 #BMNR
当前价格已经跌回到 20 美元附近，#BMNR 11%，盘后又进一步下挫了 15%。
造成 BMNR 下跌的原因，和之前 Sharplink 的情况如出一辙：他们都提交了招股书，并计划进行 PIPE（定向增发股票给特定机构）操作。历史经验告诉我们，每次做 PIPE，股价几乎都会面临较大压力。
举个例子，Sharplink 当时在披露 PIPE 后，股价一度暴跌六七成，差点走向归零。而这次 BMNR 的跌幅相对“温和”，目前累计也就跌了 15%，看起来情况还算可控。
只要一涉及 $PIPE ，就很容易引发市场情绪波动，所以建议等到美股明天开盘后再观察 BMNR 的走势会更稳妥。
从估值指标来看，目前 Sharplink NAV（市值相对净资产）也已下探至较低位置。BMNR 的 MNAV 已跌至约 1.8%，加上盘后跌幅，可能降至 1.6%；Sharplink 的 MNAV 也在 1.7% 左右。
#MNAV 低于 2，通常意味着这些标的的股价可能具备一定的反弹空间。当然，这只是一个参考指标，并不能作为决策唯一依据，仍需结合市场情绪、技术面和基本面综合判断。
回到大盘层面，昨天 以太的冲高回落，确实打击了整个市场的信心。尤其是早上 ETH 带动的那一波上涨，几乎所有山寨币都在猛拉。#DeFi 板块整体爆发，比如 UNI 一度突破 11 美元，#ENA 也涨破 0.7 美元，创下年内新高。
但好景不长，随着 #ETH 回调，这些强势币种也纷纷高位回落，跌幅相当明显。这再次印证了一个币圈的老逻辑：“万物生于以太坊”。只要 #ETH 表现疲软，整个生态都会受到连带影响。
目前看，市场波动性还会持续，尤其是 #Sharplink 政策面的双重作用，短期内仍需谨慎。
以太坊篇：#Sharplink 跌70%、BMNR再暴跌，是机会还是深坑？
最近，#以太坊 价格的回调影响了其生态中的两个重要财库项目:Sharplink和 #BMNR
当前价格已经跌回到 20 美元附近，#BMNR 11%，盘后又进一步下挫了 15%。
造成 BMNR 下跌的原因，和之前 Sharplink 的情况如出一辙：他们都提交了招股书，并计划进行 PIPE（定向增发股票给特定机构）操作。历史经验告诉我们，每次做 PIPE，股价几乎都会面临较大压力。
举个例子，Sharplink 当时在披露 PIPE 后，股价一度暴跌六七成，差点走向归零。而这次 BMNR 的跌幅相对“温和”，目前累计也就跌了 15%，看起来情况还算可控。
只要一涉及 $PIPE ，就很容易引发市场情绪波动，所以建议等到美股明天开盘后再观察 BMNR 的走势会更稳妥。
从估值指标来看，目前 Sharplink NAV（市值相对净资产）也已下探至较低位置。BMNR 的 MNAV 已跌至约 1.8%，加上盘后跌幅，可能降至 1.6%；Sharplink 的 MNAV 也在 1.7% 左右。
#MNAV 低于 2，通常意味着这些标的的股价可能具备一定的反弹空间。当然，这只是一个参考指标，并不能作为决策唯一依据，仍需结合市场情绪、技术面和基本面综合判断。
回到大盘层面，昨天 以太的冲高回落，确实打击了整个市场的信心。尤其是早上 ETH 带动的那一波上涨，几乎所有山寨币都在猛拉。#DeFi 板块整体爆发，比如 UNI 一度突破 11 美元，#ENA 也涨破 0.7 美元，创下年内新高。
但好景不长，随着 #ETH 回调，这些强势币种也纷纷高位回落，跌幅相当明显。这再次印证了一个币圈的老逻辑：“万物生于以太坊”。只要 #ETH 表现疲软，整个生态都会受到连带影响。
目前看，市场波动性还会持续，尤其是 #Sharplink 政策面的双重作用，短期内仍需谨慎。
#Investing" #BMNR
🚨 Peter Thiel-linked entities have snapped up a 9.1% stake in Ethereum treasury firm BitMine Immersion (BMNR), owning over 5M shares, per an SEC filing. 📈
BitMine, which pivoted from Bitcoin mining to holding ~$500M in $ETH , saw its stock soar 400% since adopting this strategy in June. The move mirrors Michael Saylor’s playbook, boosting shareholder value while supporting Ethereum’s decentralization. 💪
BMNR shares jumped 27% in pre-market trading today. Thiel’s Founders Fund has long backed crypto, recently filing for a U.S. IPO with Bullish, a Thiel-supported exchange. 🤑
More companies are piling into crypto treasuries (ETH, BTC, $SOL , $XRP ) as the market surges. Fundstrat’s Tom Lee, BitMine’s acting chairman, is steering the shift. 🌙
🚨 Peter Thiel-linked entities have snapped up a 9.1% stake in Ethereum treasury firm BitMine Immersion (BMNR), owning over 5M shares, per an SEC filing. 📈
BitMine, which pivoted from Bitcoin mining to holding ~$500M in $ETH , saw its stock soar 400% since adopting this strategy in June. The move mirrors Michael Saylor’s playbook, boosting shareholder value while supporting Ethereum’s decentralization. 💪
BMNR shares jumped 27% in pre-market trading today. Thiel’s Founders Fund has long backed crypto, recently filing for a U.S. IPO with Bullish, a Thiel-supported exchange. 🤑
More companies are piling into crypto treasuries (ETH, BTC, $SOL , $XRP ) as the market surges. Fundstrat’s Tom Lee, BitMine’s acting chairman, is steering the shift. 🌙
🚨 CRYPTO SHOCKWAVE! 🚨
Tom Lee’s $BMNR Ethereum Treasury just secured a staggering $1+ BILLION in ETH! 💥💸
This isn’t just a move — it’s a statement.
A major leap forward for Ethereum-backed institutions and the evolving DeFi landscape. 🌐🚀
The future of crypto treasuries is here — and $BMNR is setting the tone.
#BMNR #Ethereum #CryptoNews #BlockchainRevolution #ETHPower #TomLee #DeFi #EthereumTreasury $ETH
$XRP
$SOL
Tom Lee’s $BMNR Ethereum Treasury just secured a staggering $1+ BILLION in ETH! 💥💸
This isn’t just a move — it’s a statement.
A major leap forward for Ethereum-backed institutions and the evolving DeFi landscape. 🌐🚀
The future of crypto treasuries is here — and $BMNR is setting the tone.
#BMNR #Ethereum #CryptoNews #BlockchainRevolution #ETHPower #TomLee #DeFi #EthereumTreasury $ETH
$XRP
$SOL
🚨 Peter Thiel Makes Bold Bet on Ethereum Treasury Firm Bitmine – BMNR Stock Soars 12%
🚀 In a major endorsement of Ethereum's growing role in institutional finance, Peter Thiel—tech billionaire and PayPal co-founder—has acquired a 9.1% stake in BitMine Immersion Technologies (NYSE: BMNR).
🔹 Bitmine recently made headlines after acquiring $500M worth of ETH, signaling a strong pivot into Ethereum treasury strategy.
🔹 Thiel's move is a powerful vote of confidence in both Ethereum as a long-term asset and Bitmine’s role in shaping next-gen digital finance.
🔹 The market responded quickly—BMNR stock surged 12.54% in after-hours trading.
💡 This could mark a new era of crypto-native treasury management and increased institutional participation in Ethereum.
📊 Is this the beginning of mainstream Ethereum treasury adoption?
#Ethereum #PeterThiel #Bitmine #BMNR #Crypto
https://coingape.com/peter-thiel-backs-500m-ethereum-treasury-company-bitmine-bmnr-stock-shoots-12/?utm_source=bnb&utm_medium=coingape
🚀 In a major endorsement of Ethereum's growing role in institutional finance, Peter Thiel—tech billionaire and PayPal co-founder—has acquired a 9.1% stake in BitMine Immersion Technologies (NYSE: BMNR).
🔹 Bitmine recently made headlines after acquiring $500M worth of ETH, signaling a strong pivot into Ethereum treasury strategy.
🔹 Thiel's move is a powerful vote of confidence in both Ethereum as a long-term asset and Bitmine’s role in shaping next-gen digital finance.
🔹 The market responded quickly—BMNR stock surged 12.54% in after-hours trading.
💡 This could mark a new era of crypto-native treasury management and increased institutional participation in Ethereum.
📊 Is this the beginning of mainstream Ethereum treasury adoption?
#Ethereum #PeterThiel #Bitmine #BMNR #Crypto
https://coingape.com/peter-thiel-backs-500m-ethereum-treasury-company-bitmine-bmnr-stock-shoots-12/?utm_source=bnb&utm_medium=coingape
🚀 BitMine miner bought ETH worth $500M for its balance sheet.
👉 Important for adoption: BitMine's $500M ETH purchase signals institutional balance-sheet commitment, boosting liquidity—watch for U.S. House ‘Crypto Week’ votes on stablecoin laws.
#ETH
#BMNR
#BTC120kVs125kToday
#BTC120kVs125kToday
👉 Important for adoption: BitMine's $500M ETH purchase signals institutional balance-sheet commitment, boosting liquidity—watch for U.S. House ‘Crypto Week’ votes on stablecoin laws.
#ETH
#BMNR
#BTC120kVs125kToday
#BTC120kVs125kToday
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