crypto treasury

Bitcoin

2026-07-23 04:55:14

TD Cowen Predicts Bitcoin $140K by End 2026, Cuts Strategy Target to $350

TD Cowen forecasts Bitcoin base price of $140K by Dec 2026, with upside to $175K. The bank cuts Strategy target to $350 but maintains Buy, and initiates coverage on four crypto treasury firms.

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AVAX

2026-07-23 04:25:14

Avalanche Treasury Corp Warns Regulators of Liquidity Crisis as AVAX Reserves Collapse

Avalanche Treasury Corp flagged severe liquidity risk after its AVAX reserve plummeted from nearly $1B to under $30M, with $26M quarterly losses, a 90% stock crash in one month, and heavy collateral exposure.

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Bitmine

2026-07-22 20:20:14

Bitmine Raises Ethereum Treasury to 4.66 Million ETH, With 3.14 Million Staked

Bitmine said its total assets reached $11 billion as of March 22, 2026, while Ethereum holdings climbed to 4,660,903 ETH. About 67% of that position is now staked.

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Bitmine

2026-07-22 15:15:13

Bitmine's Ethereum Holdings Approach 5% Target, MAVAN Staking Network Expected in Q1 2026

Bitmine disclosed total Ethereum holdings of 4,473,587 ETH, representing 3.71% of circulating supply; about 68% is staked generating $172M annualized rewards. The firm targets a Q1 2026 launch for its MAVAN staking network, with total treasury assets reaching $9.9B.

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Bitmine

2026-07-22 09:39:15

Bitmine Expands Ethereum Treasury to 4.37 Million ETH as Market Pressure Persists

Bitmine added 45,759 ETH in the past week, lifting its total holdings to 4,371,497 ETH, or 3.62% of supply. The company also said 3.04 million ETH are staked, generating $176 million in annualized revenue.

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Tom Lee

2026-07-22 05:26:13

Wall Street Veteran Tom Lee: The Ethereum Saylor? Bitmine Amasses 4.4M ETH Becoming Second-Largest Crypto Treasury

Tom Lee-led Bitmine accumulated 4.4 million ETH ($13B) in six months, becoming the second-largest crypto treasury after Strategy, generating $171M annual staking rewards via MAVAN, despite $8B unrealized losses.

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Bitmine

2026-07-14 08:20:06

Bitmine adds 27,084 ETH in a week, taking holdings to 5.77 million as Tom Lee says users are starting to treat Ether as money

Bitmine, the listed company identified in the report as the largest public holder of Ether, said it bought another 27,084 ETH over the past week, bringing its total holdings to 5.77 million ETH. Based on an estimated Ether price of $1,820, the company said the position is worth about $10.5 billion and represents roughly 4.8% of Ether’s total supply of 120.7 million coins. That puts Bitmine at 96% of its stated goal of holding 5% of global circulating Ether supply. Chairman Tom Lee said the company is still buying aggressively and pointed to the launch of Robinhood Chain’s mainnet as evidence of Ether’s utility and product-market fit. In the company statement, Lee said Robinhood’s 27 million active users pay transaction fees in Ether, adding that ordinary users are beginning to use ETH as a currency rather than seeing it only as an investment asset. Bitmine also said 4.92 million ETH has already been staked, with projected annual staking income of as much as $242 million. Beyond Ether, the company disclosed holdings of 206 BTC, $180 million in Beast Industries shares, $74 million in Eightco Holdings shares, and $482 million in cash and marketable securities.

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American Bitc

2026-07-13 09:49:07

American Bitcoin Grows BTC Treasury to 8,000 as Reverse Stock Split Puts Valuation in Focus

American Bitcoin has raised its Bitcoin holdings from more than 7,000 at the end of the first quarter to 8,000, but the larger treasury has not eased pressure on its stock. The company also carried out a 1-for-15 reverse stock split, a move that took effect after the July 2 close and began trading on Nasdaq on an adjusted basis on July 6. Management said the step was aimed at meeting Nasdaq’s minimum bid-price requirement. The company’s first-quarter filing with the U.S. Securities and Exchange Commission showed Bitcoin holdings rose from about 5,401 at the end of 2025 to 7,021 by March 31, 2026. It mined 817 BTC during the quarter and bought another 803 BTC over the counter. Even with Bitcoin down about 22% quarter over quarter, mining gross margin stayed above 50%, and mining cost per BTC fell to $36,200. Still, financial results exposed the strain behind the treasury story. American Bitcoin reported $62.1 million in mining revenue, an $81.8 million net loss, a $91.3 million adjusted EBITDA loss, and $117.2 million in digital-asset impairment charges. Investors are now weighing whether the company’s mining-backed accumulation model can support valuation without repeated equity dilution. The reverse split may lift the per-share price, but it does not change total market value, and the company has already warned that future share issuance could materially dilute existing holders.

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