Summary: Crypto institutional giant BitMine has officially crossed the 4,000,000 ETH threshold, now controlling 3.37% of the global Ethereum supply. With a total portfolio valuation of $13.2 billion, BitMine's aggressive accumulation strategy is setting the stage for a massive shift in institutional Ethereum adoption and the future of DeFi tokenization.
4 Million ETH in 5.5 Months: BitMine’s Rapid Rise to the Top
On December 22, 2025, BitMine Immersion Technologies (BMNR) announced a historic milestone that has captured the attention of both Wall Street and the crypto community. As of the latest disclosure, the company’s total assets—comprising cryptocurrency, cash, and strategic "moonshot" investments—have reached a staggering $13.2 billion.
The most explosive growth was seen in its Ethereum holdings. Last week alone, BitMine added 98,852 ETH to its balance sheet, pushing its total holdings to 4,066,062 ETH. This achievement is particularly remarkable given that the company began its accumulation journey just 5.5 months ago. For those tracking "institutional Ethereum treasury data", BitMine now stands as the largest corporate holder of ETH in the world.
The BitMine Portfolio at a Glance:
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Ethereum: 4,066,062 ETH (3.37% of total supply)
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Bitcoin: 193 BTC
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Strategic Investment: $32 million stake in Eightco Holdings (NASDAQ: ORBS)
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Liquidity: $1 billion in Cash
The "Alchemy of 5%": Tom Lee’s Vision for 2026
BitMine Chairman Thomas "Tom" Lee, also the founder of Fundstrat, described the achievement as a "tremendous milestone." Lee has been a vocal proponent of Ethereum's long-term value, recently suggesting that the asset is the bedrock of the coming financial transformation.
"We are moving rapidly toward our 'Alchemy of 5%' target," Lee stated. "Our massive ETH position is already creating synergies, positioning us as a critical bridge between Wall Street and the blockchain tokenization revolution."
Lee’s conviction is reflected in the company’s upcoming plans. BitMine is currently developing a best-in-class staking solution known as the "Made in America Validator Network" (MAVAN), scheduled for deployment in early 2026. This infrastructure is expected to further enhance BitMine's role in the DeFi ecosystem and provide a robust framework for institutional-grade staking.
2026 Ethereum Price Forecast: What Does Institutional Buying Mean?
As BitMine locks up over 3% of the total ETH supply, many analysts are revising their 2026 Ethereum price predictions. Large-scale corporate accumulation acts as a supply sink, reducing the amount of ETH available on exchanges and potentially creating a "supply shock" if demand continues to rise.
For investors searching for "how to invest like BitMine", the strategy is clear: long-term accumulation of high-utility assets and integration with emerging RWA (Real-World Asset) platforms. Tom Lee remains highly bullish, recently noting that as Wall Street continues to tokenize assets onto the blockchain, Ethereum's dominance as the primary settlement layer will only grow.
Conclusion and Investor Takeaway
BitMine’s rapid accumulation proves that the Ethereum corporate treasury model is no longer just a theory but a multi-billion dollar reality.
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Supply Dynamics: 3.37% of ETH is now held by a single entity, significantly impacting liquidity.
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Staking Narratives: The MAVAN launch in early 2026 will be a key event for those interested in Ethereum staking infrastructure.
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Market Sentiment: BitMine’s $1 billion cash reserve suggests they are ready to "buy the dip" should market volatility return.
Risk Warning: Investing in digital assets involves high risk. Institutional holdings can shift based on corporate debt obligations or market conditions. Always perform your own due diligence.