Skip to content

BitMine’s $1B repurchase plan favors shares over more ETH — for now

2025-07-29 19:48:54

Main Idea

BitMine Immersion is prioritizing a $1 billion share repurchase plan over expanding its Ethereum reserves due to its stock trading below net asset value, while continuing its long-term strategy to acquire 5% of Ethereum's total supply.

Key Points

1. BitMine's stock is trading below its net asset value (NAV) of $22.76 per share, prompting the company to focus on share buybacks to increase per-share value.

2. The company holds 625,000 ETH (~$2.35 billion) and 192 BTC (~$22 million) but is currently prioritizing buybacks over further ETH accumulation.

3. BitMine aims to acquire and stake up to 5% of Ethereum's total supply, a strategy outlined by Chairman Tom Lee in 'The Alchemy of 5%' initiative.

4. Sharplink Gaming Inc. is another major holder of ETH, with 438,190 ETH (~$1.6 billion), and its chairman emphasized a cautious approach to further acquisitions.

5. Public companies have purchased 1% of all ETH in circulation since June, with analysts predicting this could increase tenfold in the future.

Description

With its stock trading below net asset value, BitMine has chosen to focus on buybacks instead of further growing its ETH reserve.

>> go to origin page

More Reading