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BMNR

Eightco Holdings (NASDAQ: ORBS) Reports Total Holdings of Approximately $437 Million, Includes OpenAI, Beast Industries, More Than 16,000 ETH and Over 283 Million WLD Tokens

Eightco's AI portfolio exposure could influence BMNR through Eightco stake

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  <section data-block="information">
    <h3>Information</h3>
    <p>&lt;p xmlns=&quot;http://www.w3.org/1999/xhtml&quot; class=&quot;prntac&quot;&gt;&lt;i xmlns=&quot;http://www.w3.org/1999/xhtml&quot;&gt;Eight...</p>
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  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>Eightco reports a $437 million treasury as of June 3, 2026, led by indirect OpenAI exposure and crypto assets. The portfolio emphasizes AI, digital identity, and the creator economy through OpenAI, Worldcoin, and Beast Industries. Near-term catalysts—Anthropic/OpenAI IPO chatter and Alphabet AI funding—could impact Eightco and BMNR via valuation and sentiment.</p>
  </section>

  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>Eightco treasury totals about $437M as of June 3, 2026.</li><li>OpenAI indirect exposure ~$90M; Beast Industries $18M; WLD 283M; ETH 16,278.</li><li>Worldcoin is 8.4% of circulating supply; largest publicly disclosed institutional holder.</li><li>Anthropic IPO filing and OpenAI IPO rumors boost AI investment cycle.</li><li>Cash and equivalents approx $142M.</li></ul>
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  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>Eightco Holdings Inc. (ORBS)</strong>: Subject of the update; portfolio holdings detail; BMNR is an investor.</li><li><strong>OpenAI (N/A)</strong>: Indirect exposure via OpenAI equity through SPVs; IPO rumors.</li><li><strong>Beast Industries (Private)</strong>: Equity stake of $18M; creator-economy exposure.</li><li><strong>Worldcoin (WLD)</strong>: Holds 283,452,700 WLD; 8.4% of circulating supply.</li><li><strong>Mythical Games (MYTH (Private))</strong>: Small $1M investment.</li><li><strong>Anthropic (Private)</strong>: Valued near $1T; confidential IPO filing noted.</li></ul>
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  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>Category: Corporate Developments. The release is a treasury update from Eightco, highlighting strategic asset allocations tied to major AI/digital-identity themes, relevant to BMNR as a backer.</p>
  </section>

  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>OpenAI/Anthropic IPO chatter could swing Eightco&#039;s stock and indirectly BMNR.</li><li>Worldcoin/ETH price moves could alter Eightco&#039;s treasury value and BMNR exposure.</li><li>Alphabet&#039;s AI fundraise signals a continued large AI-capex cycle.</li></ul>
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  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>Date: June 3, 2026; Eightco reports total treasury of about $437M.</li><li>OpenAI indirect equity: $90M; Beast Industries: $18M; WLD: 283,452,700 @ $0.55.</li><li>Worldcoin share: 8.4% of circulating supply; largest publicly disclosed institutional holder.</li><li>ETH holdings: 16,278.</li><li>Cash and equivalents: approximately $142M.</li></ul>
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  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>BMNR equity may trend with Eightco on AI-IPO news over the next 6–12 months.</p>
  </section>
</section>


<article>
  <h2>Eightco Holdings Updates Treasury Holdings to Approximately $437 Million, Highlighting OpenAI, Beast Industries, WLD and ETH</h2>

  <section>
    <p>Eightco Holdings Inc. (NASDAQ: ORBS) (BMNR) today provided an update on its total holdings, highlighting its growing position across digital assets and strategic investments in leading private technology companies.</p>
  </section>

  <section>
    <p>As of June 3, 2026, at 6:00 p.m. ET, ORBS' holdings include a <strong>$90 million</strong> investment (indirectly, through SPVs) in OpenAI, an <strong>$18 million</strong> funded investment in Beast Industries, a <strong>$1 million</strong> investment in Mythical Games, <strong>283,452,700</strong> Worldcoin (WLD) at <strong>$0.55</strong> per WLD (per Coinbase), <strong>16,278</strong> Ethereum (ETH), and approximately <strong>$142 million</strong> in total cash and stablecoins, for total holdings of approximately <strong>$437 million</strong>.</p>

    <p><strong>Top AI Headlines Driving the News:</strong></p>
    <p>ORBS management believes the Company's treasury portfolio holds some of the most critical components for the future AI and digital financial system. Among the holdings, key highlights in recent weeks are:</p>

    <ul>
      <li>On June 1, Anthropic, recently valued at nearly $1 trillion, confidentially filed for a U.S. IPO, setting up what could become one of the most significant technology offerings in history (<a href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4704036-1&amp;h=2865516808&amp;u=https%3A%2F%2Fwww.reuters.com%2Fbusiness%2Fai-giant-anthropic-confidentially-files-us-ipo-2026-06-01%2F&amp;a=Reuters" target="_blank" rel="nofollow">Reuters</a>).</li>
      <li>The Anthropic news comes out amidst news that OpenAI is preparing to file to go public in the coming weeks (<a href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4704036-1&amp;h=891882538&amp;u=https%3A%2F%2Fwww.nytimes.com%2F2026%2F05%2F20%2Ftechnology%2Fopenai-ipo.html&amp;a=The+New+York+Times" target="_blank" rel="nofollow">The New York Times</a>).</li>
      <li>On June 1, Alphabet, parent company of Google, announced plans to raise up to <strong>$80 billion</strong> to fund AI-related investments and computing infrastructure to meet unprecedented demand (<a href="https://edge.prnewswire.com/c/link/?t=0&amp;l=en&amp;o=4704036-1&amp;h=533839546&amp;u=https%3A%2F%2Fwww.cnbc.com%2F2026%2F06%2F01%2Falphabet-to-raise-80-billion-from-stock-sales-to-fund-ai-buildout.html&amp;a=CNBC" target="_blank" rel="nofollow">CNBC</a>).</li>
    </ul>

    <p>"The market is witnessing one of the largest technology investment cycles in history as AI reshapes industries, business models, and the global economy," said Thomas "Tom" Lee, Board Member of Eightco. "Anthropic's filing highlights the expectation of enormous investor appetite for AI companies. With OpenAI's filing reported to be upcoming, we believe OpenAI sits at the center of this transformation, and ORBS' exposure to the company provides shareholders with participation in what we view as one of the most significant value creation opportunities of the coming decade."</p>

    <ul>
      <li>Data compiled by Fundstrat shows that "non-humans" now account for the following estimated shares of volume on various platforms:
        <ul>
          <li>75% of Polymarket trading volume</li>
          <li>53% of web traffic</li>
          <li>47% of emails sent</li>
          <li>44% of US equity buy-side execution</li>
          <li>35% of new website creation</li>
          <li>30% of online product reviews</li>
        </ul>
      </li>
    </ul>

    <p><strong>Eightco: Exposure to key mega-trends</strong></p>
    <p>Eightco is built around three mega-trends the Company expects to shape the next decade of innovation: artificial intelligence, digital identity, and the creator economy, with positions in each trend through indirect investment in OpenAI (21% of ORBS' treasury holdings), Worldcoin (36%), and Beast Industries (4%).</p>

    <p><strong>Artificial Intelligence — OpenAI</strong></p>
    <p>Eightco has invested approximately $90 million in special purpose vehicles with exposure to equity interests in the parent company of OpenAI, representing approximately 21% of treasury assets, one of the highest disclosed concentrations of any listed vehicle.</p>

    <p><strong>Digital Identity — WLD Token</strong></p>
    <p>Eightco holds over 283 million WLD, approximately 8.4% of circulating supply, the largest publicly disclosed institutional position globally and approximately 36% of the Eightco treasury's assets.</p>
  </section>
</article>

Eightco reports a $437 million treasury as of June 3, 2026, led by indirect OpenAI exposure and crypto assets. The portfolio emphasizes AI, digital identity, and the creator economy through OpenAI, Worldcoin, and Beast Industries. Near-term catalysts—Anthropic/OpenAI IPO chatter and Alphabet AI funding—could impact Eightco and BMNR via valuation and sentiment.

eightco-holdings-nasdaq-orbs-reports-total-holdings-of-approximately-437-million-includes-openai-beast-industries-more-than-16-000-eth-and-over-283-million-wld-tokens

Eightco Holdings (NASDAQ: ORBS) Reports Total Holdings of Approximately $437 Million, Includes OpenAI, Beast Industries, More Than 16,000 ETH and Over 283 Million WLD Tokens

AI Summary

Sentiment Rationale

Trading Thesis

Market-Moving

Key Facts

Companies Mentioned

Corporate Developments

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