Bitmine上周增持71,179枚ETH,Tom Lee表示加密熊市或将于油价上行风险见顶时结束

BlockBeats 消息,3 月 30 日,Bitmine 今日宣布,截至美国东部时间 2026 年 3 月 29 日下午 6 点,公司的加密货币持仓、现金及「登月项目」(高风险高回报投资)合计价值达到 107 亿美元。具体持仓包括:
· 4,732,082 枚以太坊· 197 枚比特币· 对 Beast Industries 的 2 亿美元投资· 对 Eightco Holdings(纳斯达克代码:ORBS)的 1.02 亿美元投资· 以及 9.61 亿美元现金。
Bitmine 董事长 Tom Lee 表示:「随着伊朗战争进入第五周,ETH 和加密货币的表现优于大盘,其中 ETH 的表现比股票高出 1160 个基点。这与传统价值储存工具黄金形成鲜明对比,黄金的表现落后超过 750 个基点。加密货币正在证明自己是一种良好的『战时』价值储存工具。」
李继续说道:「加密货币(及股票)与石油的负相关性一直在增加,目前已达到过去一年的最高水平。这合乎逻辑。在股市对油价的未来走势感到安心之前,油价上涨对股票和加密货币来说都是不利因素。从某种意义上说,当油价上行风险见顶时,加密货币的寒冬可能也就结束了。」
李表示:「Bitmine 在过去四周保持了加快的 ETH 购买节奏,因为我们的基本判断是 ETH 正处于『微型加密货币寒冬』的最后阶段。过去一周,我们收购了 71,179 枚 ETH,而在此之前的周均收购量为 45,000 至 50,000 枚。」
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Google's fake crypto ads persist despite repeated crackdowns, and phishing sites imitating Uniswap have stolen another $400,000
The ETH/BTC exchange rate continues to decline, currently quoted at 0.02713
Facet co-founder proposed the Ethereum Hegota upgrade to incorporate EIP-8182, introducing native privacy transfers
Global listed companies hold approximately 1.242 million BTC, a 67% increase compared to a year ago
Trump Media transferred 2,650 BTC to a $405.9 million loss in Crypto.com Q1, with spot Bitcoin ETFs seeing a net outflow of over $2.26 billion over two weeks and IBIT holdings dropping to about 800,000
Kohaku, a subsidiary of the Ethereum Foundation, has released an SDK for wallet-level privacy integration
The tokenized real asset market size has reached $34 billion
巨鲸nemorino.eth杠杆增持7,908.3枚ETH
Tom Lehman: Promoting EIP-8182 inclusion in the Ethereum Hegota upgrade
Squid: Security incidents are unrelated to Squid's core protocols and contracts; all Squid users and integrators have not been affected



