In recent months, we’ve seen crypto treasury companies of all kinds popping up out of nowhere, each snapping up crypto to add to their reserves. One of the biggest treasuries out there is Bitmine, an Ethereum treasury company.
But what if I told you that despite its size, Bitmine could in fact be struggling more than people think? And, what if these struggles could send shockwaves across other digital asset treasuries companies? What if this has a knock on effect that impacts ETH, and the broader crypto market?
A recent report examines exactly that, and the results are quite shocking. So today, we’ll break this report down for you in simple terms, and tell you what it could all mean – not only for the future of Bitmine, but for the entire crypto treasury landscape.
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📺Essential Videos📺
Corporate Bitcoin Accumulation 👉 https://youtu.be/o7VV1TftpTk
Crypto’s Final Pump? 👉 https://youtu.be/eCxEqunyDYc
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⛓️ 🔗 Useful Links 🔗 ⛓️
► Full Kerrisdale Report: https://www.kerrisdalecap.com/wp-content/uploads/2025/10/Kerrisdale-BitMine-Immersion.pdf
► MNAV and Death Spiral Explained: https://breed.vc/media/the-strategy-strategy-proliferation
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~ TIMESTAMPS ~
0:00 Intro
0:51 DAT Ain’t No Strategy
4:45 Copying MicroStrategy As The Original DAT Falters
9:08 Shifting Crypto Treasury Landscape
11:48 Stalled Flywheel And Opaque Disclosures
14:58 Capital-Markets Behavior: “Premium” Raises That Weren’t
18:10 Conclusion: What This Means For Ethereum And The Crypto Market
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📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
#bitmine #eth #crypto
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