Compass Investments

– Bitmine now holds 4.04% of the total ETH supply of 120.7 million coins. Thus, the company has reached 81% of its goal of 5% Alchemy in just 9 months.

Last week’s acquisition of 71,524 ETH was the largest since the end of December.

As of April 12, Bitmain’s crypto-assets include 4,874,858 ETH at $2,206 per ETH, 198 bitcoins, $200 million worth of Beast Industries stock, $85 million worth of Eitko Holdings (NASDAQ:ORBS) stock, and $719 million in cash. The combined value of cryptocurrencies, cash, and moon assets reaches $11.8 billion.

Bitmain has maintained a high pace of ETH purchases over the past four weeks as we see ETH in the final stages of the ‘mini cryptozyme’, said Chairman Tom Lee. Bitmain

Bitmain

has allocated 3.334 million ETH to the steaking, equivalent to $7.4 billion at current rates. No other entity in the world has ever staked more ETH.

steaking currently generates $212 million in revenue annually. When Bitmain deploys all of its ETH through MAVAN and its partners, that figure will rise to $310 million per year, based on a yield of 2.89% .

Bitmain

has just launched MAVAN (Made in American Validator Network), an institutional-level stealth validator network. The company developed MAVAN for its own treasury, but plans to open it up to institutional investors, custodians and other partners.

ETH has been the best-performing asset since the start of the Iran conflict, gaining 17.4% and outperforming the S&P 500 (NYSE:SPY) by 1,830 basis points.

We believe ETH’s outperformance of gold by 2,743 basis points demonstrates that ETH serves as a safe haven for capital in a war, Lee said.

Ephirium continues to benefit from the twin tailwinds of Wall Street tokenization on the blockchain and artificial intelligence systems that increasingly require open and neutral blockchains.

After a spike to $143 in July 2025 and a subsequent drop, BMNR has been consolidating at a base level for several months.

The Bollinger Bands have narrowed to their narrowest point since that spike. The upper boundary is at $23.35, the middle line is at $20.75, the lower line is at $18.15, and the whole range fits into $5.

SAR at $18.08 is below the price, maintaining the short-term bullish signal that changed last week.

The stock is currently pinned to the upper BB at $23.35. A break above this level would mark the first significant upward move in months.