Every Zipp story tagged #TomLee, newest first.
ETH's 30% weekly gain was the largest since May 2025, and Lee is reading it as a launch point rather than a top.
A single treasury entity now holds 4.8% of all ETH, with $11B on the balance sheet and a $4B share buyback running underneath, a structural demand layer the ETH market did not have 12 months ago.
Tom Lee's BitMine now holds $11.8B in combined crypto and cash while staking 4.92M ETH through its MAVAN platform, a treasury grab that could tighten circulating supply faster than price discovers it.
Bitmine now holds 4.8% of circulating ether and just stepped up share buybacks, while Lee frames the climbing ETH/BTC ratio as the real signal that crypto risk appetite is rebuilding.
The Fundstrat chair sketched a three-phase path past 7,700 and through a 10–15% pullback before a year-end push, framing AI as the intact narrative underwriting the call.
The Fundstrat co-founder frames softer inflation as a tailwind for ETH's monetary narrative, with price action already doing the confirming work.
Strategy's BTC treasury took a rare zero week. The action this cycle is in ETH, where Tom Lee's Bitmine just crossed 5.77M tokens and now holds 4.8% of total supply.
Bitmine's holding crossed 5.77M ETH, with $11.3B in combined crypto and cash, while Fundstrat's Tom Lee frames ETH as a monetary asset for the first time.
Lee framed ETH on the New Era Finance Podcast as the digital equivalent of land, arguing $300B is a fraction of where it lands once stocks and real estate run on-chain.
Fundstrat's Tom Lee frames the convergence as inevitable: 24/7 crypto rails inside every major bank's product menu, with $BTC and $ETH sitting beside equities on the same balance sheets.
The headline number is the spectacle, but the real claim is comparative: Lee pegs ETH against gold ($22T), equities ($100T+) and real estate ($300T) and argues the on-chain migration is still ahead.
The buy follows BitMine's pivot to an ETH-focused treasury strategy, with Lee's fund joining a growing list of public-company vehicles accumulating Ether at scale.
Bitmine crossed 5.74M ETH, roughly 4.8% of supply, while chairman Tom Lee frames the rally as a derivatives bet on the Clarity Act clearing Congress rather than spot demand alone.
Bitmine's stack now sits at 5.74M ETH and 4.8% of supply, but the louder signal is Lee citing prediction markets pricing the Clarity Act at 50%, the highest read in two weeks.
Bitmine held its position through the selloff while SharpLink accumulated, two institutional bids that front-run the same thesis Lee pitched on chain: portfolio trims were cosmetic, the long-term…
The chairman-led ETH treasury vehicle kept adding during a quiet tape, the kind of patient accumulation that does more for sector sentiment than the headline number suggests.
The largest Ether treasury now holds 5.7M ETH, almost 5% of supply, even as quarterly losses stack up for both BTC and ETH.
Bitmine's $10B ETH stack is sitting on over $9.5B in unrealized losses at an average cost basis near $3,440, and the treasury keeps adding to a position that is roughly 4.7% of all ETH in circulation.
Bitmine is 94% of the way to owning 5% of ETH, but the pace is slowing and its preferred-share financing push is running into the same pressure that has weighed on Strategy's MSTR.
Bitmine Immersion Technologies, the Ethereum treasury vehicle chaired by Fundstrat's Tom Lee, bought another 76,881 ETH…
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