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Two corporate treasuries just got heavier in the same week Bitcoin ripped through $85K, and neither of them sold a single new share to do it. BitMine, Tom Lee's ETH treasury, added 27,562 ETH last week. About $75M. That pushes total holdings to just under 6 million ETH, close to 4.9% of the entire supply. They're one buy away from hitting their own "5% of Ethereum" target. Most of that stack, 5.07M ETH, sits staked and pulls in north of $350M a year just from yield. Same week, Strategy came back from a three week pause and bought 950 BTC for $75.7M. Quick correction here because a wrong number is already floating around: it's not $80M, the SEC filing says $75.7M at an average of $79,670 per coin. Total holdings now sit at 846,000 BTC, worth roughly $72B, and Saylor's still holding $6.09B in cash after also buying back $174M of Strategy's own STRC preferred in the same week. Both moves funded from pure balance sheet, no dilution. Tom Lee is calling this a bull market "underway" and says institutions are still underweight after a year of chasing AI stocks. Corporate treasuries keep buying through every pullback while retail waits for a confirmation candle that already printed weeks ago. What's everyone actually waiting for at this point, frens?

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