Bitmine Immersion 上周购买了 42,197 个以太币，价值约 7400 万美元，继续疯狂购买。
董事长 Thomas Lee 将 ETH 最近表现优于比特币以及 Bitmine 的持续积累归因于投资者对拟议的《澄清法案》将获得通过并为加密货币（尤其是以太坊）带来更大监管确定性的乐观情绪。
Bitmine 目前持有 4.8% 的以太坊供应量，距离占据该资产供应量 5% 的目标又近了一步。
最大的以太坊 (ETH) 财务公司 Bitmine Immersion (BMNR) 上周加快了购买步伐，购买了 42,197 个以太币 (ETH)，董事长托马斯·李 (Thomas Lee) 指出，美国加密立法的前景将改善，成为该资产的催化剂。
根据周一的更新，最新的购买价值约为 7400 万美元，基于以太坊当前价格约为 1,750 美元，使该公司的持有量增加至 574 万枚 ETH。该藏品目前价值约 100 亿美元，占以太坊流通供应量的 4.8%，距离该公司控制该资产供应量 5% 的目标越来越近。
该公司还持有 206 个比特币、5.27 亿美元的现金和有价证券，再加上 Beast Industries 和 Evenco Holdings 的股份，使其持有的加密货币、现金和投资总额达到 111 亿美元。
此次收购标志着比前一周购买 27,084 ETH 有所增加，尽管仍低于 BitMine 今年早些时候保持的六位数的每周购买速度。
Bitmine 买入，Strategy 卖出
Bitmine 的持续买入与最大的数字资产库和企业比特币持有者 Strategy (MSTR) 的转变形成鲜明对比，该公司出售了价值约 2.16 亿美元的比特币以筹集现金。此次出售标志着Strategy的比特币持有量罕见减少，并突显该公司在加密货币市场低迷和股息义务增加的情况下面临的融资压力。
比特币卖出比特币的同时卖出比特币的策略可能导致上周以太币的表现优于比特币 6%，尽管这一涨幅是在 8 月份以来近乎持续的下跌趋势之后出现的。
然而，Lee 将近期 ETH 相对于 BTC 的强势与人们对拟议的《澄清法案》可能成为法律的乐观情绪联系在一起。
他表示：“投资者对《澄清法案》的通过变得更加乐观。”他指出，预测市场目前对该法案通过的概率约为 50%，这是两周来的最高水平。
“我们相信监管的明确性是一个重要的里程碑，随着加密货币成为我们日常生活的一部分，使加密货币，特别是以太坊等智能合约平台能够受益，”李说。他指出，以太坊第 2 层网络为 Shopify 和 Visa 等公司处理 USDC 交易，作为区块链技术进入主流支付的例子。
该公司还通过其 MAVAN 质押平台和相关基础设施质押了超过 480 万 ETH，在其财务策略的同时产生了经常性质押收入。按目前价格计算，这些持股价值约为 85 亿美元。
以太坊新闻数字资产库
Bitmine Immersion bought 42,197 ether last week, worth about $74 million, continung its buying spree.
Chairman Thomas Lee attributed ETH's recent outperformance of bitcoin and Bitmine's continued accumulation to rising investor optimism that the proposed Clarity Act will pass and bring greater regulatory certainty to crypto, especially Ethereum.
Bitmine now holds 4.8% of ether supply, inching closer to its goal to corner 5% of the asset's supply.
Bitmine Immersion (BMNR), the largest Ethereum (ETH) treasury company, stepped up its buying pace last week, purchasing 42,197 ether (ETH) as chairman Thomas Lee pointed to improving prospects for U.S. crypto legislation as a catalyst for the asset.
The latest purchase, worth roughly $74 million based on ether's current price of around $1,750, lifted the company's holdings to 5.74 million ETH, according to a Monday update. The stash is now worth about $10 billion and represents 4.8% of Ethereum's circulating supply, inching closer to the firm's goal of cornering 5% of the asset's supply.
The company also held 206 bitcoin, $527 million in cash and marketable securities, plus stakes in Beast Industries and Eightco Holdings, bringing its total crypto, cash and investment holdings to $11.1 billion.
The acquisition marks an increase from the prior week's purchase of 27,084 ETH, though it remains below the six-figure weekly buying pace BitMine maintained earlier this year.
Bitmine buys as Strategy sells
Bitmine's continued buying contrasts with a shift at Strategy (MSTR), the largest digital asset treasury and corporate bitcoin holder, which sold about $216 million worth of BTC to raise cash. The sale marked a rare reduction in Strategy's bitcoin holdings and underscored the funding pressures the company faces amid the crypto market downturn and increased dividend obligations.
Strategy selling BTC while Bitmine sold BTC may have contributed to ether outperforming bitcoin through last week by 6%, even though the gains came after a near-continuous downtrend since August.
Lee, however, tied the recent strength in ETH relative to BTC to growing optimism that the proposed Clarity Act could become law.
"Investors have become more optimistic about the passage of the Clarity Act," he said, noting that prediction markets now assign roughly a 50% probability to the legislation passing, the highest level in two weeks.
"We believe regulatory clarity is an important milestone, enabling crypto, particularly smart contract platforms like Ethereum, to benefit as crypto becomes part of our everyday life," Lee said. He pointed to Ethereum layer-2 networks processing USDC transactions for companies including Shopify and Visa as examples of blockchain technology moving into mainstream payments.
The company has also staked more than 4.8 million ETH through its MAVAN staking platform and related infrastructure, generating recurring staking income alongside its treasury strategy. At current prices, those staked holdings are worth roughly $8.5 billion.
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