BitMine expands its Ethereum treasury: acquires another $105 million in ETH and strengthens its staking strategy

BitMine expands its treasury with a $105 million purchase of Ethereum, while strengthening its infrastructure with the MAVAN project. Learn the details of its blockchain validation strategy in the US.

The company led by Tom Lee made a new acquisition of $105,3 million worth of ETH, bringing the total value of its holdings to approximately $13.230 billion. This expansion is part of a sustained accumulation strategy that, in the last week alone, added $1.460 billion in digital assets and increased its stake to 3,36% of the total Ethereum supply.

Lee's strategy aims to maintain Ethereum as the core of the company's financial operations, strengthening its development through active, long-term management. In parallel, BitMine increased its presence on the network with a staking contribution of 19.200 ETH, valued at nearly $60 million, bringing its total stake to an estimated $2.620 billion.

With this move, BitMine demonstrates once again that its vision extends beyond passive investment. The company is also reinforcing its technical commitment to the Ethereum infrastructure, a network that continues to evolve and attract the interest of institutions, developers, and users worldwide.

BitMine starts the year with strong ETH activity

BitMine's treasury transactions have been verified thanks to the traceability offered by the blockchain, corroborated by analysis platforms such as Arkham. data They reveal that this $105 million acquisition constitutes the company's first major capital transaction of fiscal year 2026, bringing its total reserves to a volume of 4,07 billion tokens.

The financial reports submitted by the company indicate that BitMine maintains a cash position of $915 million, providing management with the necessary flexibility to continue its aggressive Ethereum acquisition policy without compromising daily operations. This reserve of fiat capital suggests that the company is prepared to capitalize on potential market corrections, maintaining a consistent buying stance regardless of short-term volatility.

The transparency of these operations, visible through monitoring tools like Strategic ETH Reserve, has exposed the magnitude of asset concentration. By controlling approximately 3,4% of the network's supply, BitMine is at the center of a debate about institutional centralization, although from the shareholders' perspective, this translates into unprecedented equity strength.

Staking boosts BitMine's profitability and financial strength

Beyond passive accumulation, the most dynamic component of BitMine's strategy lies in its commitment to staking. According to data provided by Onchain Lens, the recent allocation of $60 million to Ethereum deposit contracts raises the company's total balance in validation to 827.008 ETHThis figure implies that approximately one-fifth of their total holdings are not static, but actively working to secure the network and generate returns. 

With an estimated annual rate of return of 2,8%, this immense amount of ETH in staking has the potential to generate tens of millions of dollars in recurring passive income, acting as a native dividend that strengthens cash flow.

However, to optimize this process and mitigate third-party risks, Tom Lee's management is accelerating the project's development. Made in America Validator Network (MAVAN)This technological initiative aims to nationalize the management of the validator nodes, operating the infrastructure directly from US soil. 

The plan aims to reduce reliance on external service providers and ensure that regulatory compliance and technical security standards remain under the company's direct control. While the official launch of MAVAN is projected for the first quarter, the current high demand for activating new validators on the Ethereum network could necessitate logistical adjustments to the timeline.

This technological aspect is fundamental to the so-called "5% Alchemy"This is the long-term vision outlined by Lee. The ultimate goal of this roadmap is for BitMine to own one out of every twenty ETH in the world. With nearly one billion dollars still available and its own revenue-generating infrastructure under construction, the company appears to have the necessary resources to pursue this ambitious goal, transforming itself from a simple investment fund into a critical infrastructure entity for the global Ethereum ecosystem.

BitMine consolidates its presence on Ethereum

The impact of these financial and technological maneuvers will be the central theme of the next shareholders' meeting, scheduled for January 15 in Las Vegas. It is expected that during this event, management will detail the risks associated with such high exposure to a single type of digital asset. 

BitMine's ability to balance expanding its portfolio with the technical responsibility of operating a validator network will be the barometer by which the market judges its long-term sustainability.

While the market debates price direction in the first months of 2026, BitMine has chosen to ignore the noise of daily volatility and focus on the network's fundamentals. The combination of massive treasury, operational liquidity, and an industrial-grade staking infrastructure positions the firm in uncharted territory. In an environment where traditional finance and blockchain technology are rapidly converging, Tom Lee's company is defining the operating playbook for the new era of crypto-native corporations.