Tom Lee: Bitmine Will Gradually Accumulate ETH to 5% of Supply Before the ETH 2.0 Era

Odaily星球日报讯 On July 13, in Tokyo, at WebX 2026 hosted by Coinpost, Bitmine Chairman Tom Lee delivered a speech titled "Ethereum: The Antidote to the Wealth Horror Valley." He introduced Bitmine's first-year achievements, including: accumulating 5.74 million ETH (4.8% of the supply), launching MAVAN (the largest solo staking operator), the "Moonshot" investment plan (strategic deployment in ecosystem projects), establishing a partnership with EF 2.0 (non-commercial stance), issuing ETH preferred shares for the first time (current yield lower than MSTR), listing on the NYSE main board, and being included in the Russell 1000 large-cap index.

Bitmine's future plans include: gradually accumulating ETH to 5% of the supply (Vitalik does not wish for any single institution to hold more than this threshold), funding EF derivative projects, identifying and investing in crypto-finance unicorns, and strengthening the Ethereum ecosystem.

Meanwhile, Tom Lee envisions ETH entering the 2.0 phase—"ETH is money"—stating that "under the leadership of a new foundation, ETH has the potential to become the settlement layer of the AI era."