LM Funding America Inc. (NASDAQ: LMFA) value of its 155 Bitcoin holdings is $16.2 million or $3.161 per share, showing the company is being undervalued
Strong Fundamentals Supported by Bitcoin Reserves, Efficiency Gains, and Infrastructure Expansion
LM Funding America (NASDAQ: LMFA) continues to deliver a compelling value proposition with a focus on vertically integrated Bitcoin mining and strategic cost management. As of May 31, 2025, LMFA holds 155 BTC, currently worth over $16.2 million USD, or approximately $3.16 per share—nearly double its current share price of $1.76. This underscores a major disconnect between asset value and market valuation.
Mining Efficiency and Expansion
In early 2025, LMFA implemented LuxOS firmware, which improved mining efficiency by 10–15%, reducing energy costs and increasing hash rate without requiring new hardware. Its Oklahoma-based 15 MW mining facility—acquired in late 2024—has been instrumental in driving this performance, contributing ~0.48 EH/s out of the company’s total ~0.61 EH/s capacity.
Although LMFA achieved 8.1 BTC mined in February, current monthly output has moderated to an average of ~6.5 BTC per month, primarily due to machine relocation and infrastructure consolidation. Even at this rate, the company is on track to mine approximately 78 BTC more by year-end 2025, bringing its projected total to ~233 BTC.
Future Value Potential in 2026
With 233 BTC projected by December 31, 2025, and a forecasted Bitcoin price of $120,000 in 2026 (as many analysts and institutions anticipate due to macroeconomic shifts and ETF flows), LMFA’s Bitcoin holdings alone could be worth $27.96 million. On a per-share basis (5.13M shares outstanding), that equates to ~$5.45 per share in Bitcoin value alone.
Investors Should Focus on 2026
It’s important for investors not to overly fixate on the current Bitcoin price, which remains under pressure from elevated interest rates, potential recession risks, and global trade uncertainties. The U.S. Federal Reserve is expected to begin rate cuts in 2026, which could fuel a surge in risk-on assets like Bitcoin.
Simultaneously, institutional adoption of Bitcoin is accelerating:
- Record inflows into spot Bitcoin ETFs.
- Increased holdings by hedge funds and corporations.
- Regulatory clarity improving in the U.S. and abroad.
These structural trends indicate that Bitcoin is moving into a new era of mainstream legitimacy, and LMFA, with its growing reserves and efficient mining model, is well-positioned to benefit.
Conclusion
LMFA offers investors exposure to Bitcoin through an undervalued equity. With 155 BTC currently held and a conservative estimate of 78 BTC added by the end of 2025, the company’s 2026 asset value could approach $28 million USD if Bitcoin hits $120,000. This represents a Bitcoin-per-share value of over $5.40, far above its current trading price.
As institutional demand rises and macro conditions shift in favor of Bitcoin, LMFA stands out as a high-leverage play on the digital asset’s next bull run. Now is the time for investors to accumulate, ahead of what could be a transformational 2026
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