7月28日周一盘前，BitMine Immersion Technologies Inc.（纳斯达克代码：BMNR）股价大涨6.58%，引发市场广泛关注。这一涨幅很可能与公司近期在以太坊（ETH）领域的战略布局密切相关。
据悉，今年6月，知名华尔街策略师Tom Lee被任命为BitMine董事会主席，开始领导公司从传统比特币挖矿向企业级以太坊储备结构转型。在Lee的带领下，BitMine迅速扩大了其ETH持仓规模。最新披露显示，公司ETH持仓已增至566,776枚，市值超过20亿美元，成为目前全球持有ETH数量最多的上市公司之一。
Tom Lee在近期采访中表示，他坚定看好以太坊生态，尤其是稳定币和现实世界资产（RWA）代币化趋势的推动。他强调，随着越来越多机构开始拥抱区块链技术，以太坊正成为连接加密与传统金融的关键基础设施。Lee认为，在当前价位配置ETH，是企业财政获得10倍潜力的有效路径。这一观点似乎得到了市场的积极响应，推动了BitMine股价的上涨。
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