Bitmine的大赌注：回购，ETH统治和财务未来

Bitmine优先考虑股票回购而不是ETH积累，这表明对以太坊的长期价值的信心。深入了解他们的策略！

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

Bitmine的大赌注：回购，ETH统治和财务未来

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）是比特币采矿的主要参与者，也是一个实质性的以太坊持有者，它正在以其加密货币空间的战略举动引起波浪。从大规模的股票回购计划到其长期ETH积累策略，该公司在金融的未来方面押注。让我们潜入！

The Billion-Dollar Buyback Bonanza

十亿美元的回购大厦

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最近宣布了一项高达10亿美元的股票回购计划。为什么？ Bitmine将其股票交易低于其净资产价值（NAV），因此将其自己的股票回购为更明智的举动，而不是扩大其ETH储备金 - 至少目前。他们的目标是提高每股价值，并使投资者更多地接触其以太坊持有量。

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.

主席汤姆·李（Tom Lee）完美地说：“在我们实现5％ETH的“炼金术”的道路上，有时候我们首都的预期回报率可能是获得我们的股票。” Bitmine凭借无限现金的4.014亿美元，拥有强大的股票折磨。

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

“ 5％的炼金术”和以太坊的宏观时刻

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具有宏伟的愿景：获取和利益最多可占以太坊总供应的5％。汤姆·李（Tom Lee）认为，以太坊是“未来十年中最重要的宏观贸易”，并认为stablecoins是“加密货币的Chatgpt时刻”。由于大多数稳定的人都生活在以太坊上，因此他们的主流采用应该推动ETH的价格高高。

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本质上押注以太坊将成为金融界的骨干，并且拥有很大一部分将带来很大的时光。

ARK Invest's Endorsement: Infrastructure Over Exchanges

方舟投资的认可：交流基础设施

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.

由凯西·伍德（Cathie Wood）领导的方舟投资（Ark Invest）也看涨比利什（Bitmine）。他们最近将股份增加了2000万美元，同时减少了他们在Coinbase和Robinhood中的持股。此举标志着传统交换平台上的加密基础设施提供商（例如采矿和销售服务）的转变。

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.

方舟的理由是基础架构是扩展分散网络的关键。他们相信，直接支持区块链运营的公司的长期价值，以及比特米，其庞大的以太坊持有符合该法案。

Competition Heats Up: Sharplink Enters the Fray

竞争升温：Sharplink进入竞争

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.

尽管Bitmine目前拥有以太坊最大的公开交易持有人的头衔，但他们并不孤单。 Sharplink Gaming Inc.最近获得了大量的ETH，使其总持股量达到16亿美元。 Sharplink的董事长Joe Lubin的目标是每稀释的份额积累更多的Ether - 比任何其他基于以太坊的项目都要快得多，但采用谨慎的方法来杠杆作用。

My Two Satoshis

我的两个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的策略是大胆的，但这很有意义。以太坊具有巨大的潜力，并且拥有重要的馅饼可能会非常有利可图。回购计划表明，他们还专注于在短期内最大化股东价值。随着ARK Invest的支持以及对ETH财政部股票的兴趣日益增长，Bitmine似乎有充分利用财务的未来。

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，请注意Bitmine！他们不只是采矿比特币；他们正在建立以太坊提供支持的未来。谁知道，也许有一天我们都会与ETH一起为我们的拿铁付款。陌生的事情发生了！