Bitmine的大賭注：回購，ETH統治和財務未來

Bitmine優先考慮股票回購而不是ETH積累，這表明對以太坊的長期價值的信心。深入了解他們的策略！

BitMine's Big Bet: Buybacks, ETH Dominance, and the Future of Finance

Bitmine的大賭注：回購，ETH統治和財務未來

BitMine, a major player in Bitcoin mining and a substantial Ethereum holder, is making waves with its strategic moves in the crypto space. From a massive stock buyback program to its long-term ETH accumulation strategy, the company is betting big on the future of finance. Let's dive in!

比特米（Bitmine）是比特幣採礦的主要參與者，也是一個實質性的以太坊持有者，它正在以其加密貨幣空間的戰略舉動引起波浪。從大規模的股票回購計劃到其長期ETH積累策略，該公司在金融的未來方面押注。讓我們潛入！

The Billion-Dollar Buyback Bonanza

十億美元的回購大廈

BitMine recently announced a whopping $1 billion stock buyback program. Why? With its shares trading below their net asset value (NAV), BitMine sees repurchasing its own stock as a smarter move than expanding its ETH reserves – at least for now. They're aiming to boost per-share value and give investors more exposure to their Ethereum holdings.

Bitmine最近宣布了一項高達10億美元的股票回購計劃。為什麼？ Bitmine將其股票交易低於其淨資產價值（NAV），因此將其自己的股票回購為更明智的舉動，而不是擴大其ETH儲備金 - 至少目前。他們的目標是提高每股價值，並使投資者更多地接觸其以太坊持有量。

Chairman Tom Lee put it perfectly: "In our road to achieving ‘the alchemy of 5%’ of ETH, there may be times when the best expected return of our capital is to acquire our shares." With a hefty $401.4 million in unencumbered cash, BitMine has the firepower to make a serious dent in its outstanding shares.

主席湯姆·李（Tom Lee）完美地說：“在我們實現5％ETH的“煉金術”的道路上，有時候我們首都的預期回報率可能是獲得我們的股票。” Bitmine憑藉無限現金的4.014億美元，擁有強大的股票折磨。

The 'Alchemy of 5%' and Ethereum's Macro Moment

“ 5％的煉金術”和以太坊的宏觀時刻

BitMine has a grand vision: to acquire and stake up to 5% of the total Ethereum supply. Tom Lee believes Ethereum is "the most important macro trade for the next decade," and sees stablecoins as the "ChatGPT moment for crypto." Since most stablecoins live on Ethereum, their mainstream adoption should drive ETH's price sky-high.

Bitmine具有宏偉的願景：獲取和利益最多可佔以太坊總供應的5％。湯姆·李（Tom Lee）認為，以太坊是“未來十年中最重要的宏觀貿易”，並認為stablecoins是“加密貨幣的Chatgpt時刻”。由於大多數穩定的人都生活在以太坊上，因此他們的主流採用應該推動ETH的價格高高。

BitMine's essentially betting that Ethereum will become the backbone of the financial world, and owning a significant chunk of it will pay off big time.

Bitmine本質上押注以太坊將成為金融界的骨幹，並且擁有很大一部分將帶來很大的時光。

ARK Invest's Endorsement: Infrastructure Over Exchanges

方舟投資的認可：交流基礎設施

ARK Invest, led by Cathie Wood, is also bullish on BitMine. They recently boosted their stake by $20 million, while simultaneously reducing their holdings in Coinbase and Robinhood. This move signals a shift towards crypto infrastructure providers, like mining and staking services, over traditional exchange platforms.

由凱西·伍德（Cathie Wood）領導的方舟投資（Ark Invest）也看漲比利甚（Bitmine）。他們最近將股份增加了2000萬美元，同時減少了他們在Coinbase和Robinhood中的持股。此舉標誌著傳統交換平台上的加密基礎設施提供商（例如採礦和銷售服務）的轉變。

ARK's rationale is that infrastructure is key to scaling decentralized networks. They believe in the long-term value of companies that directly support blockchain operations, and BitMine, with its massive Ethereum holdings, fits the bill.

方舟的理由是基礎架構是擴展分散網絡的關鍵。他們相信，直接支持區塊鏈運營的公司的長期價值，以及比特米，其龐大的以太坊持有符合該法案。

Competition Heats Up: Sharplink Enters the Fray

競爭升溫：Sharplink進入競爭

While BitMine currently holds the title of Ethereum's largest publicly traded holder, they're not alone. Sharplink Gaming Inc. recently acquired a substantial amount of ETH, bringing its total holdings to a cool $1.6 billion. Sharplink’s chairman, Joe Lubin, aims to accumulate more Ether per fully diluted share — much faster than any other Ethereum-based project, but with a cautious approach to leverage.

儘管Bitmine目前擁有以太坊最大的公開交易持有人的頭銜，但他們並不孤單。 Sharplink Gaming Inc.最近獲得了大量的ETH，使其總持股量達到16億美元。 Sharplink的董事長Joe Lubin的目標是每稀釋的份額積累更多的Ether - 比任何其他基於以太坊的項目都要快得多，但採用謹慎的方法來槓桿作用。

My Two Satoshis

我的兩個satoshis

BitMine's strategy is bold, but it makes sense. Ethereum has tremendous potential, and owning a significant piece of the pie could be incredibly lucrative. The buyback program shows they're also focused on maximizing shareholder value in the short term. With ARK Invest's backing and the growing interest in ETH treasury stocks, BitMine seems well-positioned to capitalize on the future of finance.

Bitmine的策略是大膽的，但這很有意義。以太坊具有巨大的潛力，並且擁有重要的餡餅可能會非常有利可圖。回購計劃表明，他們還專注於在短期內最大化股東價值。隨著ARK Invest的支持以及對ETH財政部股票的興趣日益增長，Bitmine似乎有充分利用財務的未來。

So, keep an eye on BitMine! They're not just mining Bitcoin; they're building a future powered by Ethereum. And who knows, maybe one day we'll all be paying for our lattes with ETH. Stranger things have happened!

因此，請注意Bitmine！他們不只是採礦比特幣；他們正在建立以太坊提供支持的未來。誰知道，也許有一天我們都會與ETH一起為我們的拿鐵付款。陌生的事情發生了！