Tom Lee Says Rising Ethereum Activity and Liquidity Signals Keep Crypto “Breathing” Despite Tariff Shock
Fundstrat co-founder Tom Lee argued that the latest crypto volatility is better explained by an external macro shock than by a breakdown in network fundamentals, pointing to rising Ethereum activity and a potential liquidity “unlock” as reasons he does not view the move as the start of a structural downturn. He framed the selloff as […]
BitMine Leadership Responds After Contentious January Shareholder Meeting
BitMine’s leadership issued a formal reply on January 18, 2026 following a contentious shareholder meeting held around January 17 that surfaced governance and communication gaps tied to a rapid executive transition. The dispute centers on leadership continuity, missing executive presence, and a strategic pivot that could reshape BitMine’s approach to Ethereum staking and capital allocation.
Tom Lee’s Bitmine Sits On $6 Billion Loss from Ether Bets
BitMine Immersion’s ether treasury has flipped from a headline growth story into a risk-management case study. After ether’s latest leg lower, the traded firm is sitting on more than $6 billion in unrealized losses, with its roughly 4.24 million ETH position valued around $9.6 billion, down from nearly $14 billion at October highs. Portfolio tracking […]