In July 2025, Bitmine swallowed 1% of the global ETH supply in 27 days. While the market is still debating candlestick patterns, we have already seen the largest wealth transfer in the next decade — Ethereum is becoming national-level financial infrastructure.
I. Blitzkrieg: Tear Apart Cognitive Gaps with Speed
Crushing-level operations
Daily average purchase of 30,000 ETH (valued at $110 million), equivalent to buying 21 ETH per minute.
Compared to MicroStrategy: the same proportion of BTC holdings took 1460 days, we only took 27 days.
Targeting 5%: If we maintain the current speed, we will control 4.15 million ETH in 18 months.
Triple Dimensional Strikes
A slap in the face for Wall Street
$3 billion buy orders surprisingly failed to raise prices? Large-scale OTC trading + perfect absorption of shocks through short hedging.
Market response confirms my judgment: 90% of institutions still regard ETH as a 'high-risk experiment'.
II. ETH vs BTC: A Misunderstood War
Brutal Truth: The demand for ETH by Wall Street is institutionally suppressed.
Traditional fund risk control clauses prohibit investment in 'unprofitable assets'.
Companies like Bitmine become the only compliant channel.
III. Battle for Pricing Power: The Life-and-Death Game Beneath the Surface
The Shadow of the National Machine
If the U.S. launches (Blockchain Infrastructure Act), directly acquiring ETH will trigger sky-high prices.
Bitmine's $4 billion market value (compared to ETH's trillion potential) is a perfect acquisition target.
The Funeral of Short Sellers
The futures market long-short ratio of 0.78 reveals a fatal cognitive gap.
My calculation model shows:
According to the historical average of ETH/BTC at 0.05 → the current price should be ≥ $6,000.
Staking yield discount + interest rate reduction cycle → $7,000-$15,000 by year-end.
Nuclear Fuel in the AI Era
Distributed AI training requires a programmable settlement layer → only ETH can support this.
BlackRock's tokenized fund has migrated to Ethereum.
IV. Endgame Simulation: From Gambler to Infrastructure King
Staking Monopoly
830,000 ETH with an annual output of 29,000 (compounded).
In 2026, it will become the world's largest independent verification node.
Tokenization Hub
# Bitmine's On-chain Printing Press
if traditional assets are on-chain:
Injecting liquidity through Bitmine staking pool
Collecting a 0.5%-1.5% channel fee
Countdown to Sovereign Mergers
When the market cap of ETH exceeds $2 trillion
The U.S. Treasury may initiate acquisitions at a 300% premium.
A bloody revelation for traders.
While you struggle with the 15-minute candlestick, we are doing three things:
Turning staking yields into price-earnings ratio leverage — 3% annualized leverages 60% valuation premium.
Creating asymmetrical advantages through compliance — SEC approval is the best reason to go long.
Turning ETH into the national debt of the digital world — the Federal Reserve will eventually come in to take over.
History does not repeat, but it rhymes: institutions that missed BTC in 2017 are missing ETH in 2025.
Final Warning:
Any ETH below $3,500 is an insult to cognition.
When Wall Street awakens, we will have already controlled 5% of the supply.
Tinkering by yourself? Which round can we get tenfold opportunities? Hurry up and follow, keep pace with Brother You. Holding the key to the primary market, digging for potential coins, instead of waiting for the wind to come, it's better to stay close, don't let the meat fall into others' bowls.