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8-K ·Filed Sep 28, 2026

BMNR

BITMINE IMMERSION TECHNOLOGIES, INC.
BULLISH
Impact 6/10
Horizonweeks Processed29d 3h ago SEC0001493152-26-044459
8-K context-dependent: Items 7.01
Actionable Insight ▲ Bullish

Monitor ETH price movements and the company's weekly ETH acquisition cadence. The staking revenue projection of $358 million annualized is a key metric to track against future earnings reports. Tom Lee's keynote at Korea Blockchain Week on September 30 may provide additional catalysts.

DirectionBullish
Confidencemedium
Horizonweeks
Latest settled — T+20d
BMNR ▼ -20.51% at T+20d
LONG call ✗ call lost -20.51% · α vs SPY -20.48% · entry $26.84 → $21.34
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
-0.41%
call -0.41% · α -0.23%
$26.73
settled 28d ago
T+5d
-0.19%
call -0.19% · α -1.39%
$26.79
settled 22d ago
T+20d
-20.51%
call -20.51% · α -20.48%
$21.34
settled yesterday
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Bitmine Immersion Technologies announced its crypto, cash, and marketable securities holdings total $17.2 billion as of September 27, 2026, including over 6 million ETH tokens (4.9% of total ETH supply) and $672 million in cash and marketable securities. The press release also notes the company's staking operations and projected annualized staking revenues of approximately $358 million.

Key Facts

  • Total crypto, cash, and marketable securities holdings of $17.2 billion as of September 27, 2026
  • ETH holdings of 6,001,302 tokens, representing 4.9% of total ETH supply of 122.1 million
  • Total cash and marketable securities of $672 million
  • 5,067,309 staked ETH valued at $13.7 billion at $2,698 per ETH
  • Projected annualized staking revenues of approximately $358 million
  • Acquired 17,362 ETH in the past week
  • Bitmine owns $115 million of Eightco (NASDAQ: ORBS) and $180 million stake in Beast Industries
  • Added to Russell 1000 Large-cap index on June 26, 2026
  • Average daily dollar volume of $1.1 billion (5-day average as of September 25, 2026)

Financial Impact

Total holdings of $17.2 billion, with $672 million in cash and marketable securities; projected annualized staking revenues of $358 million

crypto holdingscash and marketable securitiesstaking revenues

Risk Factors

  • Extreme volatility of digital asset prices, particularly ETH and Bitcoin
  • Projected staking revenues are based on current yields and may not materialize as forecast
  • Concentration of assets in digital currencies, especially Ethereum
  • Reliance on third-party pricing sources for asset valuation

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-044459
Exhibit: ex99-1.htm0001493152-26-044459
Document: 0001493152-26-044459-index-headers.html0001493152-26-044459
Document: 0001493152-26-044459-index.html0001493152-26-044459
Document: 0001493152-26-044459.txt0001493152-26-044459
45 reports for BMNR
Performance horizon
63% Hit rate @ T+20 5 of 8 directional calls Went positive at some point 6 of 9 best @ T+60▲ +71.90%Jul 6, 2026
Filters
Rows
Reports for BMNR — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 4/10
$21.81awaiting T+20—$21.26 (−2.50%)
Oct 21, 2026
5d ago
Institutional Cluster
BULLISH ★ 4/10
$22.50awaiting T+20—$21.26 (−5.49%)
Oct 19, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$21.57awaiting T+20—$21.26 (−1.41%)
Oct 13, 2026
14d ago
8-K
NEUTRAL ★ 4/10
$23.49awaiting T+20—$21.26 (−9.47%)
Oct 7, 2026
20d ago
8-K
NEUTRAL ★ 4/10
$24.66awaiting T+20—$21.26 (−13.77%)
Oct 5, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$26.79awaiting T+20—$21.26 (−20.62%)
Sep 30, 2026
27d ago
8-K
NEUTRAL ★ 2/10
$26.43awaiting T+20—$21.26 (−19.54%)
Sep 28, 2026
29d ago
8-K
BULLISH ★ 6/10
$26.84 $21.34▼ −20.51%▼ −20.48%$21.26 (−20.77%)
Sep 22, 2026
4w ago
Institutional Cluster
BULLISH ★ 4/10
$28.76 $22.82▼ −20.65%▼ −20.09%$21.26 (−26.06%)
Sep 21, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$28.25 $21.57▼ −23.65%▼ −22.74%$21.26 (−24.73%)
Showing 10 of 45

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Report published Sep 28, 2026