周三盘中，BitMine Immersion Technologies Inc.（股票代码：BMNR）股价大跌5.11%，引发市场关注。此次下跌主要受到以太坊（ETH）价格下跌和投资者对公司财务状况担忧的影响。
据报道，BitMine作为全球最大的以太坊持有机构之一，目前持有约356万枚ETH，占以太坊流通供应量的3%。然而，随着加密货币市场整体低迷，ETH价格从8月高点4900美元大幅回落至3000美元附近，导致BitMine账面浮亏接近30亿美元。这一巨额亏损引发了投资者对公司财务状况的担忧。
此外，市场对BitMine持续大规模买入ETH的策略产生质疑。尽管公司董事会主席Tom Lee多次公开表示看好以太坊前景，但在当前市场环境下，这种激进的买入策略被认为风险较高。值得注意的是，BitMine目前的市值约为92亿美元，低于其ETH持仓价值106亿美元（按ETH 3000美元计算），mNAV（修正后的净资产价值）已跌至0.86，反映出市场对公司估值的悲观情绪。
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