{"id":1073,"date":"2025-10-13T11:20:57","date_gmt":"2025-10-13T11:20:57","guid":{"rendered":"https:\/\/www.coinspeaker.com\/tr\/?p=1073"},"modified":"2025-10-27T11:38:00","modified_gmt":"2025-10-27T11:38:00","slug":"bitmine-bmnr-hissesi-kisa-saticilarin-hedefinde","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/tr\/bitmine-bmnr-hissesi-kisa-saticilarin-hedefinde\/","title":{"rendered":"BitMine (BMNR) Hissesi, ETH Hazinesi \u015eirketi Primini Kaybederken A\u00e7\u0131\u011fa Sat\u0131\u015f\u00e7\u0131lar\u0131n Radar\u0131nda"},"content":{"rendered":"
BitMine Technologies (NASDAQ: BMNR) hissesi, y\u0131l ba\u015f\u0131ndan bu yana y\u00fczde 17.000\u2019lik y\u00fckseli\u015fin ard\u0131ndan yeniden k\u0131sa sat\u0131c\u0131lar\u0131n radar\u0131na girdi. K\u0131sa sat\u0131\u015f firmas\u0131 Kerrisdale Capital, BMNR hissesinde k\u0131sa pozisyon ald\u0131\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Ayr\u0131ca ETH hazinesi \u015firketinin \u201ca\u015f\u0131r\u0131 de\u011ferli\u201d oldu\u011funu ve \u015firketin NAVG priminin \u00e7\u00f6kt\u00fc\u011f\u00fcn\u00fc belirtti.<\/p>\n
9 Ekim \u00f6ncesi i\u015flemlerde BMNR hissesi y\u00fczde 3 d\u00fc\u015ferek 58 dolara geriledi. Kerrisdale Capital, \u015firketin fon toplama stratejisini sorgularken hisseye k\u0131sa pozisyon a\u00e7t\u0131.<\/p>\n
Haziran 2025\u2019ten beri \u00e7ok k\u0131sa s\u00fcrede, \u015firket 2,83 milyon ETH ald\u0131. Yak\u0131n zamanda, AUM\u2019a g\u00f6re ikinci b\u00fcy\u00fck kripto hazine \u015firketi oldu. Bu s\u0131ralama, Michael Saylor\u2019un Strategy (MSTR) firmas\u0131n\u0131n ard\u0131ndan gelir.<\/p>\n
Strategy \u00f6rne\u011finden yola \u00e7\u0131kan BitMine Technologies, ETH ba\u015f\u0131na d\u00fc\u015fen hisse miktar\u0131n\u0131 art\u0131r\u0131yor. Tom Lee\u2019nin \u015firketi, son \u00fc\u00e7 ayda 10 milyar dolardan fazla yeni hisse ihra\u00e7 etti. Bu, g\u00fcnde ortalama yakla\u015f\u0131k 170 milyon dolara denk geliyor. A\u011fustos ay\u0131nda BMNR hissesi, g\u00fcnl\u00fck i\u015flem hacminde Tesla ve Apple gibi devleri bile ge\u00e7ti.<\/p>\n
BitMine\u2019in toplam ETH varl\u0131klar\u0131 artmaya devam etse de, ETH ba\u015f\u0131na d\u00fc\u015fen b\u00fcy\u00fcme h\u0131z\u0131 ciddi \u015fekilde yava\u015flad\u0131. BMNR hissesinin mNAV primi, A\u011fustos\u2019ta 2,0x seviyesinden bir ay i\u00e7inde yakla\u015f\u0131k 1,2x\u2019e geriledi.<\/p>\n
Kerrisdale analistleri, bu fon toplama modelinin art\u0131k etkisini yitirdi\u011fini s\u00f6yledi. Daha \u00f6nce MSTR\u2019nin primini art\u0131ran k\u0131tl\u0131k ve \u201cmeme\u201d heyecan\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 ekledi.<\/p>\n
\nDATs are just pretty dumb. In what world can rando after rando launch shell after shell to issue equity endlessly to accumulate the same liquid tradable asset without all the shells trading down to a discount to their NAVs 8\/9<\/p>\n
— Kerrisdale Capital (@KerrisdaleCap) October 8, 2025<\/a><\/p><\/blockquote>\n