BitMine以太坊持仓浮亏达73.5亿美元

BlockBeats 消息,5 月 24 日,以太坊财库公司 BitMine(BMNR)当前持有 528 万枚 ETH,占 ETH 总供应量约 4.37%。随着 ETH 较 2025 年 10 月高点回撤超 57%,BitMine 当前账面浮亏已扩大至约 73.5 亿美元。
BitMine 于 2025 年 7 月启动以太坊财库战略,并持续在下跌过程中增持 ETH。公司平均持仓成本约为 3513 美元。BitMine 董事长 Tom Lee 此前多次表示,ETH 历史上曾在大幅回撤后出现「V 型反弹」,当前下跌或仍是长期买入机会。
不过,分析指出,ETH 当前技术形态呈现「上升楔形」看跌结构,若跌破关键支撑位,价格或进一步下探至 1600 美元附近,跌幅约 25%。若该情景发生,BitMine 账面浮亏可能扩大至超 100 亿美元。
此外,ETH 当前还面临 ETF 持续流出、市场情绪恶化以及以太坊基金会人事变动等压力。Santiment 数据显示,ETH 社交媒体看多与看空评论比例已从 4 月末的 2:1 降至接近 1:1。
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