While the political noise occupies the screens, the numbers from January 20, 2026, confirm a major paradigm shift for Ethereum. 🏛️
1️⃣ BitMine: The ETH vacuum The giant BitMine, led by Tom Lee, has just crossed a historic milestone. They now hold over 4.17 million ETH, which is about 3.45% of the total circulating supply.
Their stated goal? To reach 5%. They are not selling, they are accumulating.
2️⃣ The massive lock-up (Staking) BitMine has already placed over 1.77 million ETH in staking (value: ~5.6 billion $).
📌 Consequence: Nearly 30% of the global ETH supply is now locked on the network. This is called a Supply Crunch: the amount of ETH available for purchase on exchanges is decreasing, which sets the stage for a mechanical price explosion as soon as demand returns.
3️⃣ Towards $9,000? Despite today's volatility, Tom Lee maintains his target: he sees Ethereum between $7,000 and $9,000 in early 2026, driven by the massive arrival of tokenized assets (RWA) on the blockchain.
My opinion 🏹✨️:
Short-term prices are just noise. Institutional portfolios, on the other hand, are facts. BitMine's "Made in America Validator Network" (MAVAN) is arriving in Q1 2026. The machine is in motion. 🚂💨
DYOR 🤓
#ETH #Staking #BitMine #fundamentalanalysis
