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Bitmine has added 27,562 ETH. Over $75 million. Nearly 6 million tokens in treasury. That’s 4.9% of the supply. Target: 5%. 85% of reserves are staked. Approx. 5 million ETH. Estimated annual income: $357 million. Tom Lee: Institutions chased AI at the start of 2026, while crypto was overlooked. Since the end of June, ETH is up 76%. S&P 500: +2%. Lee expects a rotation in Q4, followed by RWA and AI on-chain.

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