List of institutional Ethereum holdings: BMNR holds 1.87 million ETH first｜Binance Morning Post (September 8)

● List of institutional Ethereum positions: BMNR holds 1.87 million ETH, ranking first, According to Wu Said, strategichereserve data shows that among the companies and institutions with large changes in Ethereum positions in the past 30 days, Bitmine Immersion Tech (BMNR) holds 1.87 million ETH, worth about US$8 billion. SharpLink Gaming (SBET) holds 837,000 ETHs, worth approximately US$3.59 billion. The Ether Machine (ETHM) holds 495,000 ETHs, worth approximately US$2.12 billion. The Ethereum Foundation holds 229,600 ETH, worth approximately US$984 million. ● Data: The scale of RWA is approaching US$300 billion. According to ChainCatcher, the total scale of RWA on-chain in 2025 has approached US$300 billion, of which USDT/USDC accounts for the highest proportion. Ethereum and Tron are the main bearer networks. In addition to stable currencies, the growth rate of on-chain funds, treasury bonds/monetary funds and gold is accelerating. Typical products include BlackRock BUIDL, Ondo USDY, etc. According to RedStone, tokenized assets may reach $30 trillion by 2034. ● Holding more than 10 BTC addresses continues to increase holdings this year, covering the new mining output According to BlockBeats, HODL15Capital monitored that 107,733 Bitcoins have been mined since the beginning of the year. 27,333 were sold at addresses holding 10 to 100 BTC; 4,154 were added to addresses holding 10 to 100 BTC; 130,912 were added to addresses holding 100 BTC (equivalent to buying 100% of newly mined BTC and an additional 23,179 BTC). ● CITIC Construction Investment: The market has entered a consolidation period, and the core logic of this round of AI computing power has not been falsified. According to Jinshi data, CITIC Construction Investment Research Report pointed out that the market fell for three consecutive days from September 2 to 4, and the slow bull market entered a consolidation period for the first time. The main reason is that market trading was overheated in late August, and the concentration of funds in the TMT sector led to a deterioration in the trading structure. Important activities at the beginning of the month and expectations of the Federal Reserve's interest rate cut were close to being fulfilled, and risk appetite decreased. Statistics show that the index pullback is relatively mild under the background of slow bull, with a long consolidation period, showing a trend of volatile recovery, and the market has switched high and low. During the consolidation period, risk appetite decreased, and the dividend sector continued to be retained as a bottom position. The core logic of AI computing power has not been falsified, and the track direction of the previous growth rate is behind but the economic logic is still there. ● Analyst: Shigeru Ishiba resigns, investors will pay attention to the fiscal bias and monetary policy route of the next prime minister. According to Kim Shi data, Shigeru Ishiba, who has been in power for less than a year, announced his resignation on Sunday, taking responsibility for a series of election losses of the ruling party. Worries about political uncertainty prompted the yen and Japanese government bonds to sell off last week, with 30-year bond yields hitting record highs on Wednesday. Investors' focus will be that the next prime minister may favor loose fiscal and monetary policy routes, such as the senior Liberal Democratic Party member Takashi Hayashi, who criticized the Bank of Japan's interest rate hikes. Another popular candidate is Jinjiro Koizumi. Kazutaka Maeda, an economist at the Meiji Yasuda Institute, pointed out that Koizumi Keijiro is not expected to bring significant changes, but Takashi Saena's position on expansionary fiscal policy and its cautious attitude towards rate hikes may attract close attention from financial markets. Since the ruling coalition has lost its parliamentary majority, the next Liberal Democratic Party president may not necessarily become prime minister, but since the party remains the largest party in the House, it is still very likely to become prime minister. Analysts say whoever becomes the next leader may choose to hold a general election in advance to seek public opinion authorization. A poll released by Kyodo News on Sunday showed that nearly 55% of respondents felt that there was no need to hold a general election in advance. ● Michael Saylor made the Bloomberg Billionaire Top 500 list, and its net worth soared $1 billion this year. According to Shenhua TechFlow, Strategy co-founder and executive chairman Michael Saylor's net worth has soared $1 billion since the beginning of the year, making it the first time in the Bloomberg Billionaire 500 index. Michael Saylor, ranked 491st in the Bloomberg Billionaire Index, with an estimated net worth of $7.37 billion, up 15.80% since Jan. 1. According to Google Finance, Strategy (MSTR) shares rose nearly 12% during the same period. The index tracks the net worth of 500 wealthy people around the world, with Michael Saylor's wealth in cash of about $650 million, and the remaining $6.72 billion is held in the form of Strategy stock. ● Analysis: The U.S. long-term unemployment rate soared rapidly, higher than all economic recessions outside 2020 and 2008 According to BlockBeats, The KobeissiLetter released data analysis saying that the U.S. long-term unemployment rate is soaring at an astonishing rate: the U.S. long-term unemployment jumped to 1.94 million in August, the highest level since November 2021. Since December 2022, the number of Americans who have been unemployed for 27 weeks and more than doubled, with the percentage of individuals who have been unemployed for more than 27 weeks rising to 26.3%, the highest level since February 2022. The number of long-term unemployment in the U.S. has increased by nearly 10 percentage points in just 20 months, a percentage that is now higher than all previous recessions except 2020 and 2008, and there is no doubt that the U.S. job market is in a recession. In the past 4 months, the United States has lost 142,200 jobs without counting including the healthcare industry, the most since 2020. The number of non-farm employment in the United States decreased by -53,000 in May (excluding health care), decreased by -71,800 in June, and decreased by -24,800 in August. Such a rapid decline after several years of growth has always happened at the same time as the beginning of a recession. The rest of the private sector jobs have also shrunk, and the U.S. job market is much weaker than it seems.