$BMNR (Bitmine Immersion Technologies, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 37.2%)

Graded daily on value F, growth A-, profitability D-, momentum D, revisions A+. Sector-relative, identical for every user.

Most active credible voices on $BMNR

@bmnrbullz (BMNR Bullz) — 289 mentions · 19.2K followers
@fundstrat (Thomas (Tom) Lee (not drummer) FundstratDirect.com) — 206 mentions · 673.1K followers
@bitmnr (Bitmine (NYSE-BMNR) $ETH $BMNP) — 134 mentions · 67.7K followers

Recent headlines featuring $BMNR

2026-10-07: Tom Lee says BitMine will stop ETH buying at 5% cap
2026-09-19: Bitcoin tops $81,000 as nearly $250 million in shorts are wiped out
2026-09-14: ETH holds $2,460 as Clarity Act vote lifts $3,000 calls
2026-08-31: BitMine lifts ETH stash to about 5.9 million after buying 53,501 more tokens
2026-08-28: Bitcoin ETFs pull in $2.5 billion in 7 days as IBIT and GLD ride the debasement trade

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$BMNRBitmine Immersion Technologies, Inc. · Financial - Capital Markets · $11.0B

$19.06

+5.4%

Event thread

Key events, in time order

9 items

2026-09-11 → 11-03AnalystBull
BMNR Raises ETH Holdings to 6.06M, Total Crypto & Cash/Securities at $14.5B
Company confirms purchase of 8,573 ETH, total holdings reach 6.06M, ~4.95% of supply
D1 +3.4% · +5d +3.8%
13 waves of this story
- 2026-09-11 Target raised on Ethereum strength, shares surge 8%
- 2026-09-21 Post-target-hike, stock appears on multiple traders' Monday watchlists, indicating rising attention
- 2026-09-21 Company announcement confirms ETH holdings and total assets; Tom Lee to deliver keynote, boosting market confidence
- 2026-09-29 Bought 17,362 ETH, total holdings reach 4.9% of supply, ~103k ETH from 5% goal
- 2026-10-05 Continued ETH accumulation, total crypto and cash/marketable securities reach $17.4B, reinforcing Bitcoin mining pivot
- 2026-10-08 CEO says ~100K ETH left to buy; current holdings ~4.9% of supply
- 2026-10-09 Chairman reiterates 5% cap strategy at Token 2049, consistent with prior event
- 2026-10-13 Company confirms 4.9% of total ETH supply, nearing 5% target
- 2026-10-13 Latest purchase of 12,532 ETH nears 5% cap; Tom Lee says buying stops at 5%
- 2026-10-19 Company confirms ETH holdings and $15.1B total crypto/cash; nearing 5% supply goal
- 2026-10-26 Company confirms ETH holdings and buybacks; 22.9M shares repurchased in 2026
- 2026-10-27 Ongoing accumulation and buyback approach key 5% threshold
- 2026-11-03 Company confirms purchase of 8,573 ETH, total holdings reach 6.06M, ~4.95% of supply
2026-10-06AnalystBull
Cantor Reiterates Overweight on BMNR, PT $63.60
Analyst sees BMNR championing ETH's story and expanding opportunity set
D1 -2.2% · +5d -10.3%

7 earlier events

2026-09-28OtherBull
BMNR Weekly Trend Turns Bullish, Breaks $26.55 Range
Multiple traders confirm weekly trend shift and range breakout, watching $28.67 and $35
D1 -2.6% · +5d -0.2%
2026-09-22AnalystBull
B. Riley raises BMNR PT to $34 from $30, keeps Buy
Analyst raises PT on weekend crypto rally, notes liquidity-driven not fundamental
D1 +1.8% · +5d -7.1%
2026-07-13 → 09-16CompanyBull
BMNR Holds 5.96M ETH, ~4.9% of Supply
Holdings approach 5% supply threshold; crypto asset base keeps growing
D1 -2.5% · +5d +13.8%
21 waves of this story
- 2026-07-13 Holds 4.8% of ETH supply, near 5% goal; added to Russell 1000
- 2026-07-15 EthSystems, backed by BMNR, launches privacy/compliance tech for Ethereum institutions
- 2026-07-15 Holdings up from 5.7M on Jul 6 to 5.77M, now 4.8% of circulating supply
- 2026-07-17 Chairman's letter confirms holdings share and progress; notes Russell 1000 inclusion
- 2026-07-18 Company announces holding 1.207M ETH (4.8% of total supply), achieving 96% of 5% target in 12 months
- 2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings now 4.8% of supply, 96% toward 5% goal; total assets $11.5B
- 2026-07-22 Chairman Tom Lee comments on ETH strength and AI downstream assets, extending the existing ETH holdings narrative
- 2026-07-27 ETH stake at 4.8% of supply, nearing 5% target; repurchased 6.1M shares in past week
- 2026-07-27 ETH holdings represent 4.8% of supply, nearing 5% target; concurrent large share buyback
- 2026-07-31 Tom Lee reiterates BMNR staking model superior to Strategy as ETH yields vs BTC none
- 2026-08-03 Tom Lee explains large asset managers can't hold ETH directly, need equity exposure
- 2026-08-03 Holdings represent 4.8% of ETH supply, 96% toward 5% goal, relentless buying confirms institutional thesis
- 2026-08-11 Holdings near 5% target, high staking ratio generates significant income, reinforcing crypto infrastructure position
- 2026-08-24 Tom Lee and BMNR collectively hold 4.8% of ETH supply, nearing 5% target, solidifying crypto asset strategy
- 2026-08-24 Motley Fool confirms BMNR's ongoing 'Alchemy of 5%' strategy, with holdings valued at $14.6B
- 2026-08-29 Tom Lee confirms 65 straight weeks of ETH buys, $14B holdings, near 5% of supply, reinforcing crypto strategy
- 2026-08-31 Bought 53,501 more ETH; over 5M staked, generating ~$335M annually
- 2026-09-09 Company confirms purchase of ~28k ETH, total crypto and cash holdings reach $15.7B, continuing accumulation toward 5% supply target
- 2026-09-09 New purchase brings ETH holdings value near $15B, rivaling market cap, reinforcing Bitcoin substitute stance
- 2026-09-15 Continued ETH accumulation, now 4.9% of total supply, underscores long-term investment strategy
- 2026-09-16 Holdings approach 5% supply threshold; crypto asset base keeps growing
2026-09-01AnalystBull
BMNR Chair Tom Lee Bullish, Sees S&P 8000, BTC $150K
Lee says institutional investors buying crypto stocks, volumes jumped; BTC could hit $150K
D1 -7.7% · +5d +3.6%
2026-08-21CompanyBull
BMNR crosses $21, highest since May
Ethereum rebound and crypto rally lift stock from YTD low of $12.54
D1 +5.8% · +5d +4.2%
2026-08-07RegulationBear
CLARITY Act stalls: 53 Senate Republicans still short of 60 votes before Aug. 7
The crypto market-structure bill remains off the Senate floor as ethics language and jurisdiction fights compress the timeline
D1 +2.8% · +5d -3.9%
2026-07-17 → 07-29CompanyBull
Tom Lee Says Crypto Market Bottomed; BMNR Staking Revenue 98% of Q3 Topline
Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline
D1 +1.6% · +5d +0.6%
5 waves of this story
- 2026-07-17 Chairman's letter discloses 4.8% of ETH circulating supply held, nearing 5% goal, and mentions Russell 1000 inclusion.
- 2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings at 5.78M, nearing 5% goal
- 2026-07-22 Company formally discloses ETH holdings, aligning with prior buyback and accumulation to 4.8% of supply
- 2026-07-22 Tom Lee reveals BMNR holds 5.74M ETH, becoming largest single staking operator, bullish on Ethereum
- 2026-07-29 Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline

①

Bull vs bear

by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

9 items

2026-09-11 → 11-03AnalystBull
BMNR Raises ETH Holdings to 6.06M, Total Crypto & Cash/Securities at $14.5B
Company confirms purchase of 8,573 ETH, total holdings reach 6.06M, ~4.95% of supply
D1 +3.4% · +5d +3.8%
13 waves of this story
- 2026-09-11 Target raised on Ethereum strength, shares surge 8%
- 2026-09-21 Post-target-hike, stock appears on multiple traders' Monday watchlists, indicating rising attention
- 2026-09-21 Company announcement confirms ETH holdings and total assets; Tom Lee to deliver keynote, boosting market confidence
- 2026-09-29 Bought 17,362 ETH, total holdings reach 4.9% of supply, ~103k ETH from 5% goal
- 2026-10-05 Continued ETH accumulation, total crypto and cash/marketable securities reach $17.4B, reinforcing Bitcoin mining pivot
- 2026-10-08 CEO says ~100K ETH left to buy; current holdings ~4.9% of supply
- 2026-10-09 Chairman reiterates 5% cap strategy at Token 2049, consistent with prior event
- 2026-10-13 Company confirms 4.9% of total ETH supply, nearing 5% target
- 2026-10-13 Latest purchase of 12,532 ETH nears 5% cap; Tom Lee says buying stops at 5%
- 2026-10-19 Company confirms ETH holdings and $15.1B total crypto/cash; nearing 5% supply goal
- 2026-10-26 Company confirms ETH holdings and buybacks; 22.9M shares repurchased in 2026
- 2026-10-27 Ongoing accumulation and buyback approach key 5% threshold
- 2026-11-03 Company confirms purchase of 8,573 ETH, total holdings reach 6.06M, ~4.95% of supply
2026-10-06AnalystBull
Cantor Reiterates Overweight on BMNR, PT $63.60
Analyst sees BMNR championing ETH's story and expanding opportunity set
D1 -2.2% · +5d -10.3%
2026-09-28OtherBull
BMNR Weekly Trend Turns Bullish, Breaks $26.55 Range
Multiple traders confirm weekly trend shift and range breakout, watching $28.67 and $35
D1 -2.6% · +5d -0.2%
2026-09-22AnalystBull
B. Riley raises BMNR PT to $34 from $30, keeps Buy
Analyst raises PT on weekend crypto rally, notes liquidity-driven not fundamental
D1 +1.8% · +5d -7.1%
2026-07-13 → 09-16CompanyBull
BMNR Holds 5.96M ETH, ~4.9% of Supply
Holdings approach 5% supply threshold; crypto asset base keeps growing
D1 -2.5% · +5d +13.8%
21 waves of this story
- 2026-07-13 Holds 4.8% of ETH supply, near 5% goal; added to Russell 1000
- 2026-07-15 EthSystems, backed by BMNR, launches privacy/compliance tech for Ethereum institutions
- 2026-07-15 Holdings up from 5.7M on Jul 6 to 5.77M, now 4.8% of circulating supply
- 2026-07-17 Chairman's letter confirms holdings share and progress; notes Russell 1000 inclusion
- 2026-07-18 Company announces holding 1.207M ETH (4.8% of total supply), achieving 96% of 5% target in 12 months
- 2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings now 4.8% of supply, 96% toward 5% goal; total assets $11.5B
- 2026-07-22 Chairman Tom Lee comments on ETH strength and AI downstream assets, extending the existing ETH holdings narrative
- 2026-07-27 ETH stake at 4.8% of supply, nearing 5% target; repurchased 6.1M shares in past week
- 2026-07-27 ETH holdings represent 4.8% of supply, nearing 5% target; concurrent large share buyback
- 2026-07-31 Tom Lee reiterates BMNR staking model superior to Strategy as ETH yields vs BTC none
- 2026-08-03 Tom Lee explains large asset managers can't hold ETH directly, need equity exposure
- 2026-08-03 Holdings represent 4.8% of ETH supply, 96% toward 5% goal, relentless buying confirms institutional thesis
- 2026-08-11 Holdings near 5% target, high staking ratio generates significant income, reinforcing crypto infrastructure position
- 2026-08-24 Tom Lee and BMNR collectively hold 4.8% of ETH supply, nearing 5% target, solidifying crypto asset strategy
- 2026-08-24 Motley Fool confirms BMNR's ongoing 'Alchemy of 5%' strategy, with holdings valued at $14.6B
- 2026-08-29 Tom Lee confirms 65 straight weeks of ETH buys, $14B holdings, near 5% of supply, reinforcing crypto strategy
- 2026-08-31 Bought 53,501 more ETH; over 5M staked, generating ~$335M annually
- 2026-09-09 Company confirms purchase of ~28k ETH, total crypto and cash holdings reach $15.7B, continuing accumulation toward 5% supply target
- 2026-09-09 New purchase brings ETH holdings value near $15B, rivaling market cap, reinforcing Bitcoin substitute stance
- 2026-09-15 Continued ETH accumulation, now 4.9% of total supply, underscores long-term investment strategy
- 2026-09-16 Holdings approach 5% supply threshold; crypto asset base keeps growing

4 earlier events

2026-09-01AnalystBull
BMNR Chair Tom Lee Bullish, Sees S&P 8000, BTC $150K
Lee says institutional investors buying crypto stocks, volumes jumped; BTC could hit $150K
D1 -7.7% · +5d +3.6%
2026-08-21CompanyBull
BMNR crosses $21, highest since May
Ethereum rebound and crypto rally lift stock from YTD low of $12.54
D1 +5.8% · +5d +4.2%
2026-08-07RegulationBear
CLARITY Act stalls: 53 Senate Republicans still short of 60 votes before Aug. 7
The crypto market-structure bill remains off the Senate floor as ethics language and jurisdiction fights compress the timeline
D1 +2.8% · +5d -3.9%
2026-07-17 → 07-29CompanyBull
Tom Lee Says Crypto Market Bottomed; BMNR Staking Revenue 98% of Q3 Topline
Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline
D1 +1.6% · +5d +0.6%
5 waves of this story
- 2026-07-17 Chairman's letter discloses 4.8% of ETH circulating supply held, nearing 5% goal, and mentions Russell 1000 inclusion.
- 2026-07-20 Repurchased ~5.5M shares at avg $15.62 last week; ETH holdings at 5.78M, nearing 5% goal
- 2026-07-22 Company formally discloses ETH holdings, aligning with prior buyback and accumulation to 4.8% of supply
- 2026-07-22 Tom Lee reveals BMNR holds 5.74M ETH, becoming largest single staking operator, bullish on Ethereum
- 2026-07-29 Tom Lee publicly states market bottomed; staking/validation revenue hit $45.7M, 98% of quarterly topline

$BMNR — what investors on X are saying · SpikePanel

$BMNR (Bitmine Immersion Technologies, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 37.2%)

Most active credible voices on $BMNR

Recent headlines featuring $BMNR

$BMNR (Bitmine Immersion Technologies, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 37.2%)

Most active credible voices on $BMNR

Recent headlines featuring $BMNR

BMNR Raises ETH Holdings to 6.06M, Total Crypto & Cash/Securities at $14.5B

Cantor Reiterates Overweight on BMNR, PT $63.60

BMNR Weekly Trend Turns Bullish, Breaks $26.55 Range

B. Riley raises BMNR PT to $34 from $30, keeps Buy

BMNR Holds 5.96M ETH, ~4.9% of Supply

BMNR Chair Tom Lee Bullish, Sees S&P 8000, BTC $150K

BMNR crosses $21, highest since May

CLARITY Act stalls: 53 Senate Republicans still short of 60 votes before Aug. 7

Tom Lee Says Crypto Market Bottomed; BMNR Staking Revenue 98% of Q3 Topline

Bull vs bear

Discussion

BMNR Raises ETH Holdings to 6.06M, Total Crypto & Cash/Securities at $14.5B

Cantor Reiterates Overweight on BMNR, PT $63.60

BMNR Weekly Trend Turns Bullish, Breaks $26.55 Range

B. Riley raises BMNR PT to $34 from $30, keeps Buy

BMNR Holds 5.96M ETH, ~4.9% of Supply

BMNR Chair Tom Lee Bullish, Sees S&P 8000, BTC $150K

BMNR crosses $21, highest since May

CLARITY Act stalls: 53 Senate Republicans still short of 60 votes before Aug. 7

Tom Lee Says Crypto Market Bottomed; BMNR Staking Revenue 98% of Q3 Topline