BMNR Bullz
@BMNRBullz • 17,689 subscribers
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TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.
BMNR Bullz410,585 Aufrufe • vor 19 Tagen
TOM LEE: AI INCREASES THE NEED FOR BLOCKCHAIN Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the bull market is still intact, but the bigger point is crypto. As AI gets stronger, blockchain becomes more important because transactions need to be proven, validated and protected. Wall Street is still tokenizing money, equities and real estate. AI has the FOMO right now. Crypto is still the infrastructure trade. $ETH $BMNR
BMNR Bullz224,836 Aufrufe • vor 20 Tagen
BITMINE’S RUSSELL 1000 MOMENT IS ALMOST HERE TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Bitmine is set for Russell 1000 inclusion after market close on June 26. That matters because Russell inclusion puts $BMNR directly in front of passive index funds and large-cap managers who benchmark against the index. 🔹 Russell 1000 inclusion 🔹 June 26 reconstitution 🔹 Passive index demand 🔹 Wall Street visibility event Bitmine is about to become much harder for institutions to ignore. $ETH $BMNR
BMNR Bullz75,896 Aufrufe • vor 7 Tagen
🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.
BMNR Bullz363,683 Aufrufe • vor 1 Monat
TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR
BMNR Bullz60,908 Aufrufe • vor 9 Tagen
TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR
BMNR Bullz171,816 Aufrufe • vor 27 Tagen
TOM LEE: WE’RE 90–95% THROUGH THE SELL OFF “I’d buy the market today.” That’s the call right now. It all comes down to positioning. 🔹 VIX: above 30 🔹 AII sentiment: bulls minus bears ~-20 🔹 Goldman: hedge fund selling = capitulation 🔹 Since 1900: markets bottom early in wars (~first 10%) Too many investors have already de-risked. When positioning gets this neutral, the market doesn’t need good news. Just less bad news to trigger a V-shaped recovery.
BMNR Bullz566,896 Aufrufe • vor 2 Monaten
🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH
BMNR Bullz159,631 Aufrufe • vor 26 Tagen
TOM LEE: CRYPTO SPRING IS HERE. Ethereum has been stuck in the same range for almost 5 years. He says that range is waiting for a decisive breakout, and the setup is turning bullish fast. 🔹 Oil pressure fading 🔹 CLARITY Act momentum 🔹 Pro-crypto White House 🔹 Pro-Bitcoin Fed chair 🔹 Stocks entering a major tailwind If oil collapses, inflation pressure falls. If inflation pressure falls, central banks get room to ease. And if CLARITY passes, institutions finally get the framework to build. Ethereum has been consolidating for years. The breakout is the story. $ETH $BMNR
BMNR Bullz37,278 Aufrufe • vor 9 Tagen
TOM LEE SAYS CRYPTO SPRING IS HERE. Ethereum has been trapped in the same range for nearly 5 years. Tom says the breakout resolves higher because the catalyst stack is now lining up: 🔹 Iran war ends 🔹 Oil risk premium collapses 🔹 CLARITY Act passes 🔹 Pro crypto White House 🔹 Pro Bitcoin Fed Chair Kevin Warsh The key point is oil. Tom says Ethereum now has its strongest inverse correlation to oil in history. Higher oil keeps inflation hot. Hot inflation keeps central banks tight. Lower oil removes the pressure. Then crypto gets regulation, liquidity and macro relief at the same time. That is why Tom Lee believes the next move is a bullish breakout. $ETH $BMNR
BMNR Bullz88,814 Aufrufe • vor 26 Tagen
TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native
BMNR Bullz234,189 Aufrufe • vor 2 Monaten
TOM LEE: THE MARKET IS ALREADY LOOKING PAST THE WAR Defense spending is offsetting more than the oil shock is hurting. That is supporting earnings. Markets bottom before the news does. TOM LEE says if Iran risk eases, stocks can move higher fast. 🔹 Energy security 🔹 Sovereign security 🔹 Cyber security That is where the money goes next.
BMNR Bullz225,783 Aufrufe • vor 2 Monaten
🚨TOM LEE JUST BROKE IT DOWN! 🤯 •Ethereum is worth $440B today •Global markets = $300 TRILLION •BlackRock’s Larry Fink wants to tokenize assets on blockchain •If even a small % moves to Ethereum… Lee says $ETH could hit $63,000+ 🔥 The upside? MASSIVE, Trillions in value‼️ $ETH / $BMNR
BMNR Bullz664,059 Aufrufe • vor 7 Monaten
🚨 TOM LEE: MARKETS ARE IGNORING THE BEARISH SETUP Wall Street came in ready to short. Positioning was for downside. Long war, risk off, lower prices. Instead, markets are rallying. That’s the signal. When everyone expects bad news and price refuses to go down, it means the selling is already done. Demand is stronger than the narrative. That’s how upside starts.
BMNR Bullz280,442 Aufrufe • vor 3 Monaten
🚨 ETHEREUM CO-FOUNDER JOE LUBIN: “WE CAN DO THIS BETTER THAN MICROSTRATEGY” After meeting SAYLOR, Lubin saw the playbook and rebuilt it for Ethereum. He points directly to BITMINE and TOM LEE’s model: accumulate, stake, scale, targeting ~5% of ETH supply. 🔹 100% deployed into ETH 🔹 100% staked and earning yield 🔹 Compounding from day one Ethereum changes the model. Staking yield. Additional layers of return. Capital that compounds. Then it gets deployed into protocols aligned with Ethereum. The balance sheet doesn’t just hold, it earns and allocates. $ETH $BMNR $SBET
BMNR Bullz185,466 Aufrufe • vor 2 Monaten
🚨 TOM LEE: BITMINE IS ABOUT TO BECOME THE LARGEST STAKING OPERATOR IN THE WORLD MAVAN launches in ~2 weeks‼️ "Made in America Validator Network" Over $10 BILLION in crypto will be staked. This is where the model shifts from accumulation → production. 🔹 ~$10B staked at launch 🔹 ETH valuation tied to BTC expansion 🔹 ~90% correlation: ETH → $BMNR 🔹 Largest commercial staking operator globally Now look at what that means: 🔹 ETH $22K → BMNR ~$500 🔹 ETH $62K → BMNR ~$1,500 🔹 ETH $250K → BMNR ~$5,000 This is the framework. Ethereum is the driver. Bitmine is the lever. $ETH $BMNR
BMNR Bullz221,448 Aufrufe • vor 3 Monaten
🚨 BLACKROCK IS PUTTING A TOKENIZED MONEY-MARKET FUND ON ETHEREUM This is the world’s largest asset manager bringing one of the biggest products in traditional finance onchain. Back at WEF, Larry Fink said investors would move between tokenized money-market funds, stocks and bonds on “ONE COMMON BLOCKCHAIN.” Now $14T BlackRock has filed to launch BSTBL on Ethereum, tied to a $6.1B Treasury liquidity fund built for stablecoin users. 🔹 Runs on Ethereum 🔹 Backed by U.S. Treasuries 🔹 Built for stablecoin holders 🔹 Follows BUIDL’s $2.5B growth Larry Fink told us the direction. Today, BlackRock put Ethereum at the center of it. $ETH $BMNR
BMNR Bullz92,692 Aufrufe • vor 1 Monat
💥 BREAKING: 🇺🇸 Stock Market hits 7,400 for the first time in history. Just days ago TOM LEE said 7,300 was the “aspirational target.” Now the market has already blown past it and he’s calling for 7,700 or higher by year end. “2027 could be one of the biggest rallies of our lifetime.” So far, he’s nailing it.
BMNR Bullz93,571 Aufrufe • vor 1 Monat
🚨 JOE LUBIN JUST NAMED BITMINE & SHARPLINK AS LONG TERM PERMANENT CAPITAL FOR ETHEREUM He put BMNR beside MSTR and SharpLink as examples of DATs “who’ve done a great job.” His point was clear. 🔹 No leverage 🔹 Reliable staking yield 🔹 Long term ecosystem growth 🔹 Permanent capital for ETH Then Lubin revealed he and TOM LEE have been discussing the intersection of AI and decentralized protocols. That caught my attention. $ETH $BMNR
BMNR Bullz82,718 Aufrufe • vor 1 Monat