Thomas "Tom" LeeChairman of the Board, BitMine Immersion Technologies, Inc. (BMNR)
Elected to the board and made chairman on 28 June 2025, two days before the ETH treasury strategy began. Managing partner and head of research at Fundstrat Global Advisors and chief investment officer of Fundstrat Capital. He is the public voice of the company: the weekly Reg FD 8-K that reports the ETH count is quoted in his name, and the equity trades on his thesis about the ETH/BTC ratio far more than on anything in the revenue line.
10 recorded appearances
Lee put the remaining distance to the 5%-of-supply target at roughly $350 million of ETH and said BitMine could cover it before the end of 2026, and argued ether could "easily" trade above $10,000 on tokenization and agentic-AI demand. He also said staking rewards - which the company puts near $300 million a year - more than cover the preferred dividend, so there is no reason to sell ETH.
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The July 2026 Chairman's Message, filed with the SEC under Item 7.01 alongside the weekly holdings update. Lee's frame is wealth distribution: that ether is the asset that lets people who missed the equity move participate in the next one.
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Delivered a month after the NYSE uplisting, and while the stock sat near its year-to-date low. The argument is the cycle turning rather than anything specific to the quarter BitMine had just reported.
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The Consensus Hong Kong keynote, published to the company channel as that month's Chairman's Message. Asia-facing version of the tokenization case.
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The longest item on this list and the one closest to a shareholder document: the annual meeting presentation, given after the vote that increased the authorised share count.
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A direct solicitation: the chairman asking holders to approve more authorised shares. Worth watching next to the share count, which went from about 4.3 million to 603 million in twelve months.
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A three-minute reminder of the 14 January voting deadline on the same authorised-share proposal.
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Lee's address at Binance Blockchain Week in Dubai, released as a video by the company on 8 December 2025 and filed under Item 7.01. The claim is that the four-year cycle has not broken.
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Published five days after Jonathan Bates resigned as CEO and Chi Tsang was appointed, and four days before the fiscal 2025 10-K.
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The TOKEN2049 Singapore keynote, three and a half months into the ETH treasury strategy.
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