BitMine以6500萬美元購買ETH,董事長稱Ethereum迎來“1971時刻”
BitMine的董事長Tom Lee表示,他仍然預期以太坊(Ether)最終將達到60,000美元,因為他的公司在星期四又購買了6500萬美元的ETH。
BitMine Immersion Technologies是以太坊最大的企業持有者,於星期四為其庫存再添6500萬美元的ETH,這是本月的第一次購買。根據區塊鏈分析平台Arkham Intelligence的資料,該公司通過Galaxy Digital的場外交易台進行了六筆交易來完成這次收購。
BitMine的ETH收購正值所有集中交易所的以太坊儲備達到三年來的最低點,自2022年以來供應量減少了38%,這主要是由於企業庫存購買和交易所交易基金(ETF)吸收了供應。
本週二,BitMine的一位代表告訴Cointelegraph,該公司在購買以太坊時並未使用任何槓桿,現在持有超過1.5%的以太坊流通供應量。“所有ETH都是現貨購買,使用現金,”該代表表示。
BitMine股票在交易日上漲
BitMine Immersion Technologies(BMNR)的股票在星期三的交易結束時報44.86美元,上漲了5.58%。根據Google Finance的資料,該股票在盤後交易時小幅下跌0.54%,最終報44.62美元。
BMNR的股票年初至今已上漲540%;不過,自7月3日的135美元高點以來,該股票已經暴跌近67%。在星期三的一則X推文中,有用戶指出BMNR是交易量最大的股票之一,最近10天的平均交易量達到5107萬股,而30天的平均交易量約為5496萬股。
此外,還有傳言稱Tom Lee將在擁有超過2000萬訂閱者的《Joe Rogan Experience》播客中出現,這可能會進一步吸引人們對BitMine和以太坊的關注。
Tom Lee重申60,000美元的價格目標
在星期三的《Medici Presents: Level Up》播客中,Tom Lee重申了他對以太坊長期將達到60,000美元的看法。Lee表示,華爾街對以太坊的興趣可能會成為“1971時刻”,這可能會推動資產價格上升。1971年8月17日,紐約股票市場的交易量和單日增幅創下紀錄,當時美國總統理查德·尼克松凍結工資和物價90天,並採取其他措施以應對通脹和加強美元。
“華爾街轉向加密貨幣,我認為這就像以太坊的1971時刻。因此,我認為這為將許多事物轉移到區塊鏈上創造了巨大的機會。以太坊不會是唯一的贏家,但它將是主要的贏家之一。”Lee告訴共同主持人David Grider。
Lee還指出,擁有ETH庫存的上市公司應該以溢價交易,因為它們可以對其庫存進行質押,而以太坊ETF則受到流動性要求的限制,無法對其整個ETH持有量進行質押。根據Lee的說法,由於ETH生成3%的質押獎勵,這應該為持有以太坊的公司增加90%的價值,這意味著一個乘數為1.9。
目前,BitMine的mNav交易乘數為1.13。Lee補充道:“請記住,以太坊ETF因流動性要求而無法完全質押。因此,它們永遠無法獲得適當的質押乘數。”
這次BitMine的行動不僅顯示出對以太坊的強烈信心,也反映出市場對於加密貨幣未來的潛力日益增長。隨著企業越來越多地將以太坊納入其財務策略,這可能會進一步推動以太坊的價值和市場地位。
以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。
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