Noticias de Ethereum Hoy: la compañía minería Bitmine se acerca a su meta de 5% de Ether mientras el correo fiscal alcanza los $12.200 millones

Bitmine Immersion Technologies (BMNR) has announced that it has added 98,852 Ethereum (ETH) to its holdings in the past week, bringing its total to 4.066 million ETH. This represents 3.37% of the circulating ETH supply, moving the company two-thirds of the way toward its goal of acquiring 5% of all ETH. The company's total crypto and cash holdings now amount to $13.2 billion, including $1 billion in cash and other crypto assets according to Morningstar.

BMNR stock currently trades around $31, just $2 above a critical support level, according to market analysts. The stock has experienced significant volatility, with an 82% drawdown from its July peak above $160. Despite this, Bitmine remains one of the most actively traded stocks in the U.S., with an average daily trading volume of $1.7 billion.

The company's rapid accumulation of ETH has drawn attention from both institutional investors and market observers. Bitmine is now the world's largest Ethereum treasury, surpassing its peers in both the velocity of its crypto net asset value (NAV) growth per share and the liquidity of its stock. This has been supported by a premier group of institutional investors, including ARK's Cathie Wood, Founders Fund, and Galaxy Digital according to Morningstar.

A Bold Move Toward 5% Target

Bitmine's aggressive acquisition of ETH has positioned it as a key player in the crypto market. Since transitioning to an Ethereum treasury strategy in July, the company has grown its ETH holdings to 4.066 million tokens, valued at approximately $12.2 billion. This rapid accumulation has been made possible by a $250 million private investment in public equity (PIPE) fundraising round and additional financing later in the year.

The company is not only focused on accumulating ETH but also on leveraging its holdings for strategic gains. In early 2026, Bitmine plans to launch the Made-in-America Validator Network (MAVAN), a staking infrastructure designed to generate returns from its Ethereum assets. This move aims to capitalize on growing institutional demand for staking solutions and further solidify Bitmine's position in the market.

Market Outlook and Institutional Support

While Bitmine's accumulation strategy has been largely successful, market sentiment around Ethereum remains mixed. Thomas Lee, Bitmine's Chairman and head of research at Fundstrat, has been bullish on ETH, predicting it could reach $60,000 in the future. However, Fundstrat's own internal report has offered a more cautious outlook, forecasting that ETH could fall to as low as $1,800 in the first half of 2026 before rebounding in the second half.

Despite these differing views, Bitmine's institutional backing has remained strong. The company is supported by a diverse group of investors, including ARK's Cathie Wood, Founders Fund, Pantera Capital, and Galaxy Digital. This institutional support has helped maintain liquidity and investor confidence, even during periods of market volatility.

Risks and Challenges for BMNR

BMNR's valuation remains highly sensitive to the price of Ethereum and the broader crypto market. Unlike traditional companies that derive value from earnings and revenue, Bitmine's value is closely tied to the market value of its crypto treasury. This has resulted in elevated valuation multiples relative to earnings, as the company's equity market cap is comparable to the value of its digital assets.

Another key risk for BMNR is dilution from previous financing rounds. In 2025, the company issued a significant number of new shares through a private investment in public equity (PIPE) transaction, which could reduce the value of each share in the future. Investors are closely watching how Bitmine manages its share structure as it continues to grow its ETH holdings.

What This Means for Investors

Bitmine's continued accumulation of ETH and its strategic initiatives, such as the launch of MAVAN, could offer long-term value for shareholders. However, investors must also weigh the risks associated with the company's valuation model and market volatility. The company is holding its annual stockholders meeting on January 15, 2026, where key decisions will be made regarding the expansion of its treasury and executive compensation according to MarketChameleon.

With the company's stock trading near a critical support level, the coming months will be crucial in determining whether BMNR can continue its upward trajectory or face a potential downturn. The broader crypto market, regulatory developments, and investor sentiment will all play a role in shaping the company's future according to Benzinga.