2月13日消息，尽管近期加密资产整体承压，BMNR股价却出现逆势回升。根据公开披露，全球资管巨头BlackRock已将其在BitMine的持股比例提高165.6%，这一动作迅速提振了市场情绪。消息公布后，BMNR在当日交易中上涨近2%，成为少数走强的区块链相关概念股之一。
市场人士认为，BlackRock的加码并非短线博弈，而是对BitMine长期战略的认可。虽然该公司目前仍有约80亿美元的未实现账面亏损，但其在以太坊价格大幅回落期间持续买入资产，并通过质押方式提升资金效率。本周早些时候，BitMine再次斥资约8400万美元增持以太坊，显示其对中长期价值的坚定判断。
公司董事长Tom Lee为当前浮亏辩护，称投资的核心不在于精确抄底，而在于把握结构性机会。他指出，近期市场波动部分源自黄金价格的剧烈起伏，这种跨资产的联动影响了风险偏好，也为BMNR带来新的估值弹性。
除了资产配置策略，BitMine还将目光投向年轻用户群体。公司近期与知名内容创作者MrBeast达成合作，试图通过其影响力触达Z世代和Alpha世代。Tom Lee认为，每一代人都会出现自己的“金融入口”，而MrBeast可能成为这一代人的关键节点。BitMine希望借此切入数字资产教育与应用场景，为BMNR带来新的增长曲线。
尽管BMNR本月仍累计下跌约10%，但BlackRock的增持、以太坊战略储备以及面向年轻群体的布局，正在重塑市场对这家以太坊金库公司的预期。未来股价表现，或将更多取决于加密资产周期与其新业务落地的速度。
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