Bitmine sweeps 35K ETH in one week, with holdings approaching the 3.5% threshold

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【Blockchain Rhythm】Last week, institutional whale Bitmine made another move, accumulating 35,268 ETH in a single week, spending approximately $108.7 million. This move once again刷新其总持仓规模——目前已累积4,203,036枚ETH,市值约129.6亿美元。

更引人关注的是其质押策略的推进。Bitmine已质押的ETH数量达1,838,003枚,自主开发的MAVAN质押解决方案正有序推进,预计2026年Q1上线运营。这意味着其质押收益模式即将进入新阶段。

数据显示,Bitmine现已掌控以太坊总供应量的3.48%。在短短6个月内,该机构已接近完成其"5%炼金目标"的70%进度——这个雄心勃勃的战略计划正在有条不紊地展开。

值得注意的是,Bitmine近期还向Beast Industries投入2亿美元,展现出其在加密生态布局上的持续动作。根据披露,该机构当前总资产规模达145亿美元,其中包括420.3万枚ETH、9.79亿美元现金储备以及其他加密资产配置。这种多维度的资产组合策略,反映出机构对加密市场中长期前景的明确判断。

ETH-6,61%
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GasSavingMastervip
· 6h ago
Starting to accumulate again, this pace is really fierce Bitmine's move... directly pushing towards 3.5%, is 5% far away? Staking plan won't launch until Q1 next year? Just wait, anyway they are not short of money $13 billion worth of ETH in hand, this is the game of big institutions Over $100 million a week, spread across us small investors... forget it, I won't think about it If MAVAN rises, this is truly a strategic positioning A sweep of 35K tokens, whoever buys the dip will profit, this wave is a bit fierce
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ImpermanentPhobiavip
· 6h ago
No way, 35K coins in a week? Is this guy really building a castle?
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GateUser-cff9c776vip
· 6h ago
Bro, this 3.48% holding ratio feels like doing a "centralization check-up" for the entire ETH ecosystem... If you said this before, you'd definitely get criticized, but now? The supply and demand curve is right here, whales accumulating, retail investors cutting losses, perfectly illustrating the philosophy of a bear market. This new narrative of staking yields is like putting all your eggs in one basket. Launching MAVAN in 2026Q1, that timetable is a bit... Schrödinger's reliability. A holding size of $12.96 billion, back in the Da Vinci era, that would be a Vatican cathedral, but now? It's just a centralized story. Always pushing towards 5%, is this guy treating Ethereum as an asset allocation or as an art collection?
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HypotheticalLiquidatorvip
· 6h ago
3.48% is already the warning line; pushing further up should prompt consideration of systemic risk premium. --- An institution controlling over 3% of the market, this depends on how the subsequent lending rates move. --- Will MAVAN dump before launch? That’s the key to the liquidation price. --- 70% progress in 6 months, what about the remaining 30%? Will there be a liquidity wall? --- A weekly buying power of 108 million dollars, the market health factor is starting to strain. --- The more pledged, the more dangerous it is. Once sentiment shifts, it can trigger a chain of liquidations. --- Speaking of which, if this position share increases again, should we consider deleveraging? --- MAVAN延期到26年Q1?这个时间窗口有点长啊,中间变数太多 --- Controlling 3.48% of the supply, the dominoes are stacking higher and higher. --- Sweeping 35K coins weekly, this pace is clearly rushing, but is there still room for risk control thresholds?
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retroactive_airdropvip
· 6h ago
Damn, 35K in a week? How crazy is this pace? --- 3.48%? Is it still far from 5%? Feels like it's close. --- Staking plan only launching in 2026? Why wait so long? Can't it be earlier? --- Market cap of 12.96 billion, this guy is about to become Ethereum's biggest whale. --- The MAVAN plan sounds good. How does it compare to Lido? --- 6 months, 70% progress. At this rate, it will hit the 5% ceiling this year. --- They're sweeping for fundraising again. It's ridiculous. Who's giving so much money?
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