Bitmine (BMNR.US) throws $68 million to gain ETH, Tom Lee is bullish on the future market

According to Woofun AI, digital asset reserve management giant Bitmine (BMNR.US) has once again significantly increased its Ethereum holdings and spent about $68 million to purchase assets. Tom Lee, the chairman of the company, simultaneously sent a strong bullish signal, believing that the current changes in the market structure and the combination of favorable macroeconomic factors will provide continuous upward momentum for the ETH price.

According to data compiled by Woofun AI, Bitmine (BMNR.US) completed the acquisition of 27,180 ETH last week, climbing its total holdings to 5,956,378. Based on the fact that the price of ETH was slightly above $2,500 on Monday, the transaction was worth around $68 million. With a total supply of around 122 million ETH, Bitmine (BMNR.US) is only about 144,000 units short of its goal of controlling 5% supply (or 6.1 million units). Since the launch of the reserve strategy in June 2025, the company has maintained a steady weekly increase in holdings. At this rate, it is within reach of the target.

Tom Lee analyzed the logic of the aftermarket from the dual dimensions of technology and fundamentals. He pointed out that the ETH-to-BTC ratio has broken through the downward trend formed since 2022 and hit a new high since January 30.

This shift in trend not only reflects a recovery in market sentiment, but the deeper reason is that Ethereum's position as a Wall Street tokenized business settlement platform is being increasingly consolidated, while its key role in managing intelligent agent technology is being repriced by the market.

Macro-level policies and capital flows also form important support. On Tuesday, the US Senate will hold a critical vote on the Clarity Act, which is expected to clarify the structure of the cryptocurrency market. Meanwhile, South Korean investors are once again increasing their efforts to buy cryptocurrencies, and the inflow of external capital resonates with the improvement of internal systems, further consolidating the value base of Ethereum.