Cathie Wood，Bitmine和以太坊財政部：加密貨幣投資的新時代

探索Cathie Wood的ARK Invest，Bitmine的以太坊國庫策略以及機構加密投資不斷發展的景觀。

Cathie Wood, BitMine, and the Ethereum Treasury: A New Era of Crypto Investing

Cathie Wood，Bitmine和以太坊財政部：加密貨幣投資的新時代

Cathie Wood's ARK Invest is making waves in the crypto world. Their latest moves, particularly regarding BitMine and its Ethereum treasury, signal a significant shift in how institutions view digital assets. Let's dive into what's happening and what it all means.

Cathie Wood的ARK Invest在加密貨幣世界中揮舞著。他們的最新舉動，尤其是關於Bitmine及其以太坊財政部，這表明機構如何查看數字資產發生了重大轉變。讓我們深入了解正在發生的事情以及一切的含義。

BitMine's Bold Ethereum Strategy

Bitmine的大膽iMenter策略

BitMine Immersion Technologies is making headlines with its aggressive accumulation of Ethereum. As of September 2025, they hold a staggering 2.069 million ETH, valued at $4.3 billion. That's not just a lot; it makes them the largest corporate Ethereum treasury globally. Their goal? To own 5% of the total Ethereum supply. Ambitious, right?

Bitmine Immersion Technologies正在以積極的以太坊積累成為頭條新聞。截至2025年9月，他們擁有驚人的20.69億ETH，價值43億美元。那不只是很多；它使他們成為全球最大的企業以太坊財政部。他們的目標？擁有5％的以太坊供應。雄心勃勃，對吧？

This strategy isn't just about hoarding crypto. BitMine is staking a significant portion of their ETH, generating yields that outperform traditional fixed-income assets. It's a smart play, leveraging Ethereum's staking rewards while securing the network.

這種策略不只是ho積加密。 Bitmine正在佔有其ETH的很大一部分，產生的產量超過了傳統的固定收益資產。這是一場明智的戲劇，在確保網絡的同時利用以太坊的積分獎勵。

ARK Invest's Stamp of Approval

方舟投資的批准印章

Cathie Wood's ARK Invest is clearly on board with BitMine's vision. They've been steadily increasing their BitMine holdings, with recent purchases totaling $4.4 million across three of their funds. This investment isn't just a drop in the bucket; ARK now holds 6.7 million BitMine shares, worth a cool $284 million.

Cathie Wood的方舟投資顯然是Bitmine的願景。他們一直在穩步增加其Bitmine Holtings，最近購買的三項資金總額為440萬美元。這項投資不僅僅是桶中的投資。 ARK現在持有670萬股Bitmine股票，價值2.84億美元。

Why the confidence? ARK seems to believe, like BitMine's Tom Lee, that Ethereum represents one of the biggest macro trades of the next decade. With potential Federal Reserve interest rate cuts on the horizon, both equities and crypto could see a boost, making this a potentially lucrative bet.

為什麼信心？阿克（Ark）似乎相信像比特敏（Bitmine）的湯姆·李（Tom Lee）一樣，以太坊代表了未來十年最大的宏觀交易之一。隨著潛在的美聯儲降低利率降低，股票和加密貨幣都可以看到提升，這使這是一個潛在的有利可圖的賭注。

The Altcoin Angle: Worldcoin and Eightco

AltCoin角度：WorldCoin和八CO

But it's not just about Ethereum. BitMine is also exploring the potential of altcoins, particularly Worldcoin (WLD). Their $20 million investment in Eightco Holdings, a WLD adopter, highlights their strategy of fostering innovation within the Ethereum ecosystem.

但這不只是以太坊。 Bitmine還在探索AltCoins的潛力，尤其是WorldCoin（WLD）。他們在WLD採用的八COHoldings上投資了2000萬美元的投資，強調了他們在以太坊生態系統中促進創新的策略。

This "moonshot" approach combines the stability of Ethereum with the high-growth potential of altcoins. It's a calculated risk, aiming for asymmetric returns. While Ethereum provides a solid foundation through staking yields and deflationary mechanics, WLD offers speculative upside through adoption and real-world utility.

這種“月經”方法結合了以太坊的穩定性與山寨幣的高增長潛力。這是一個計算出的風險，旨在不對稱回報。儘管以太坊通過積分產量和通縮力學為堅實的基礎提供了堅實的基礎，但WLD通過採用和現實世界實用程序提供了投機性的上行空間。

A Few Thoughts

一些想法

From my perspective, this convergence of institutional interest in Ethereum and strategic altcoin investments marks a significant turning point for the crypto market. BitMine's approach is interesting, aiming to hold 5% of the total ETH supply and using the staking rewards. This kind of strategy could be a good example for other public companies to follow. I believe that as Ethereum's utility expands across tokenization, stablecoins, and DeFi, the BitMine-WLD model could become a blueprint for crypto investors.

從我的角度來看，這種在以太坊和戰略山寨幣投資中的機構興趣的融合標誌著加密貨幣市場的重要轉折點。 Bitmine的方法很有趣，旨在持有ETH總供應總額的5％並使用積分獎勵。這種策略可能是其他上市公司遵循的一個很好的例子。我相信，隨著以太坊的效用在代幣化，穩定幣和defi之間擴展，Bitmine-WLD模型可能會成為加密投資者的藍圖。

Looking Ahead

展望未來

The future of crypto treasuries looks bright, and Cathie Wood's ARK Invest is clearly positioning itself at the forefront. So, keep an eye on BitMine, Ethereum, and the evolving landscape of digital asset investments. It's gonna be a wild ride!

加密貨幣的未來看起來很光明，Cathie Wood的ARK Invest顯然將自己定位在最前沿。因此，請密切關注Bitmine，以太坊和數字資產投資不斷發展的景觀。這將是一個瘋狂的旅程！