mrbeast

加密行业的“囤币之王”再次刷屏。Bitmine Immersion Technologies（NYSE: BMNR）发布了截至 2026 年 1 月 25 日的持仓报告，数据之惊人，足以重塑我们对 2026 年机构牛市的认知。

一、 恐怖的以太坊“收集癖”

Bitmine 披露，其持有的以太坊已达 4,243,338 枚（价值约 120 亿美元），占到了 ETH 总供应量的 3.52%。

• 核心逻辑： Bitmine 已经不再是一家简单的挖矿公司，它更像是一个以 ETH 为底层资产的“数字储备银行”。它对 ETH 的强力掌控，本质上是对未来“全球清算层”的垄断。

二、 “登月计划”：为什么是 MrBeast？

最让市场侧目的是 Bitmine 对 Beast Industries（顶流博主 MrBeast 的公司）投入的 2 亿美元 股权投资。这笔钱被归入其“Moonshots（登月计划）”板块。

• 跨界野心： 坐拥数亿粉丝的 MrBeast 代表了顶级流量。Bitmine 显然是想利用其强大的 ETH 金融基础设施，为全球海量粉丝构建一套基于 Web3 的金融与支付系统。这标志着机构的布局已从“囤币”进化到了“囤流量+囤基建”。

三、 联动分析：@Vanarchain ($VANRY ) 在这波浪潮中的站位

当 Bitmine 这种级别的机构开始布局“区块链+顶级传媒”时，Vanar Chain 这种 AI 原生 Layer 1 的价值洼地属性便呼之欲出：

1. AI 与消费的粘合剂： Bitmine 投资 MrBeast 是为了商业版图的扩张。而 Vanar Chain 的 Kayon AI 引擎 和 Neutron 存储层，恰恰是为处理这种“大规模用户量、高频次交易、个性化推荐”而设计的。如果 MrBeast 要在链上发币、发 RWA 或做支付，Vanar 这种 AI 赋能的 L1 是比传统公链更高效的选择。

2. 基建的估值溢价： Bitmine 估值与其 ETH 持仓挂钩，而 Vanar Chain 作为直接赋能 AI 和 PayFi（支付金融）的底层，正在吸引类似 Beast Industries 这种追求“实效性”的企业入驻。

3. 从“登月”到“落地”： Bitmine 的 Moonshots 计划寻找的是改变世界的机会。Vanar Chain 目前正处于从“测试网热潮”转向“主流应用落地”的阶段（1月刚上线全套 AI 堆栈），其 2026 年的爆发力极有可能对标 Bitmine 投资的那些早期独角兽。

💡 策略思考：

2026 年的钱不再好赚，因为机构开始“抱团”垄断优质资产。

• 看大势： 盯紧 Bitmine 这种持仓 3.5% ETH 的巨鲸。

• 找爆发： 寻找像 VANRY 这样，处于 AI 叙事核心、且有能力承接“海量主流用户流量”的基础设施项目。

总结：

Bitmine 的 424 万枚 ETH 是底气，2 亿美金投向 MrBeast 是野心。而在这场“基建与流量”的世纪合流中，谁能掌握 AI 原生链的话语权，谁就是下一波万倍红利的收割者。

你是看好 Bitmine 这种“死囤 ETH”的稳健派，还是更愿意埋伏 Vanar Chain 这种“AI+流量”的新势派？评论区留下你的独到见解！👇


#VANRY #Bitmine #mrbeast #内容挖矿 #vanar

Lielākais rezerves pārvaldnieks Ethereum tīklā, BitMine Immersion Technologies, veic stratēģisku soli digitālā satura pasaulē. Uzņēmums ir paziņojis par tiešu akciju ieguldījumu $200 miljonu apmērā Beast Industries — mediju holdingā, kuru izveidojis YouTube superzvaigzne Džimijs Donaldsons, pazīstams kā MrBeast.
Darījuma detaļas:
Investīcija ir vērsta uz Beast Industries akcijām, kuru vērtība ir $5 miljardi.
Paziņojums tika izdarīts BitMine ikgadējās akcionāru sapulces laikā Lasvegasā.

Ethereum treasury firm BitMine invests $200 million in MrBeast's Beast Industries
Bitmine Immersion Technologies Inc., the largest corporate holder of the cryptocurency Ether and chaired by Fundstrat’s Tom Lee, said it will invest $200 million for a stake in Beast Industries, the private company behind YouTube star Jimmy “MrBeast” Donaldson.
The move highlights the growing convergence between digital finance and the creator economy, as crypto-native firms look to align with brands that dominate Gen Z and Gen Alpha attention. Beast Industries oversees Donaldson’s sprawling YouTube business — now the platform’s most-watched — and consumer brands including Feastables. In October, it filed a trademark application for “MrBeast Financial,” listing services such as cryptocurrency exchange platforms and consumer lending.
Terms of the investment stake — announced on Thursday — were not disclosed. Bitmine said it would explore ways to collaborate on decentralized finance initiatives, but offered no specifics on product timing or scope. The deal is expected to close Jan. 19.
For Bitmine, which believes the Ethereum blockchain is the foundation of future digital money, the deal offers a high-profile entry into a mass consumer platform with global reach. The company’s stock has come under pressure amid the broader unraveling of the digital-asset treasury bubble, which has strained its core strategy of hoarding Ether as a balance-sheet asset.
“Beast Industries is the largest and most innovative creator-based platform in the world and our corporate and personal values are strongly aligned,” Lee, chairman of Bitmine, said in the press release.
Donaldson’s YouTube channel has more than 460 million subscribers. Bloomberg Businessweek last year pegged his paper net worth at at least $2.5 billion. The year prior, Beast Industries had been valued at more than $5 billion following a fundraising round.
Lee, who prior to his forays into crypto founded researcher Fundstrat Global Advisors, is a popular online fintech personality in his own right. He has parlayed his social-media presence into successful investment products: besides his research firm and crypto endeavors, he now also oversees exchange-traded funds that have attracted billions of dollars.
Bitmine has accumulated billions of dollars of Ether, the second-largest token. Still, that bet has faltered of late: Ether has lost roughly a quarter of its value since an October crypto crash that left sentiment flagging."