Crypto攻城狮|2月 05, 2026 15:20
Tom Lee is the largest E-guard.
Ethereum has fallen to nearly $2000, and among the top 20 ETH treasury companies, only BitMine has continued to increase its holdings in the past 30 days.
BitMine currently holds 4.29 million ETH with a market value of approximately 9.74 billion US dollars,
Not only is it the top holding company among all Ethereum treasury companies,
It also accounts for 3.54% of the total ETH supply.
More importantly, there is still $586 million in cash on the account, with almost zero debt, and there is ample room for further expansion in the future.
Tom Lee has recently made it clear that:
Against the backdrop of the continued strengthening of Ethereum fundamentals, this round of hype is highly attractive,
In the long run, ETH remains an important infrastructure for the future financial system, rather than just a trading target.
By comparison, other major ETH treasury institutions tend to remain inactive
SharpLink Gaming (SBET): Approximately 863000 ETH
The Ether Machine (ETHM): Approximately 497000 ETH
Ethereum Foundation: Approximately 229000 ETH
Bit Digital (BTBT): Approximately 154000 ETH
When market sentiment is weak, only one player chooses to continue placing heavy bets, and this behavior itself is often more worthy of attention than price.
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