
BMNR Bullz
@BMNRBullz • 19,358 subscribers
I track $BMNR: weekly holdings, staking, mNAV. ETH and DC only when they move the stock. I hold $BMNR $ETH. Not affiliated. NFA.
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A $260 BILLION ASSET MANAGER IS USING ETHEREUM AS AN OFFICIAL LEGAL REGISTER “We've now sort of promoted Ethereum to be an official source of records for ownership of regulated funds in the UK.” Ian Wallis of Baillie Gifford, founded in 1908, explains the milestone achieved alongside BNY Mellon and UK regulators. 🔹 No separate vehicle 🔹 No off-chain ownership register 🔹 The token itself represents legal ownership With those on-chain records extending into Hong Kong and Singapore, public Ethereum is becoming core infrastructure for regulated global capital markets.
BMNR Bullz59,396 views • 2 days ago

TOM LEE THINKS WALL STREET COULD BE GETTING THE MIDTERMS WRONG Just 14% of Americans would support an AI data center being built in their community, according to a Reuters/Ipsos poll. That's the political backlash worrying investors ahead of tomorrow's election. But Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com sees a very different outcome. Even if Democrats take control of Congress, he believes the jobs and billions in investment generated by AI infrastructure could encourage political support once the election is over. He also sees two potential catalysts for stocks: 🔹 Gridlock could limit major policy changes. 🔹 Election clarity could bring sidelined investors back into the market. Tom still expects stocks to finish 2026 strongly. Wall Street is worried about the political threat to the AI boom. Tom Lee believes the economic incentives behind it could prove far more powerful.
BMNR Bullz59,431 views • 12 days ago

TOM LEE: THE LAST THREE MARKET SHOCKS BOTTOMED WITHIN THREE DAYS With the Nasdaq plunging more than 5% and the Dow falling nearly 1,800 points, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com admitted today's selloff caught him by surprise. But he sees similarities to three previous market shocks: 🔹 DeepSeek's AI selloff. 🔹 The Liberation Day tariff shock. 🔹 The AI "Situational Awareness" selloff. Tom Lee says the longest any of those episodes took to bottom was three days, followed by sharp V-shaped recoveries, with some six-month gains exceeding 20%. His comparison suggests a potentially short-lived liquidation event, although he also raised reports of hedge fund liquidations. The next few sessions will test whether history repeats or this shock proves more persistent.
BMNR Bullz43,095 views • 9 days ago

TOM LEE EXPECTS AT LEAST A 15% TECH RALLY BY YEAR-END After an 11% correction, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com believes the bottom is “very likely in.” Investors have been selling over war-driven inflation, AI funding concerns and election uncertainty. His comparison: the earlier 12% Nasdaq selloff that was followed by a 15% rally. He sees a similarly oversold setup today. His call is explicit: at least 15% upside for QQQ between now and year-end. The key test now is whether earnings and credit markets support a recovery, or turn those fears into something more damaging.
BMNR Bullz43,172 views • 11 days ago

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 Bullz436,008 views • 5 months ago

TOM LEE: AI FEARS MAY BE PREVENTING THE VERY BUBBLE INVESTORS FEAR While markets worry about excessive AI spending, Thomas (Tom) Lee (not drummer) FundstratDirect.com argues that continued breakthroughs and discipline in debt markets are signs of a healthier investment cycle. His argument is worth considering: 🔹 AI discoveries are still accelerating 🔹 Capital spending is being scrutinized 🔹 Lending discipline may limit speculation The distinction for investors is important: a correction in valuations doesn't necessarily mean the underlying technology boom is ending. And if AI fears are contributing to the broader risk off selloff, the implications extend beyond tech stocks to crypto and $BMNR. Is Wall Street confusing a correction with the end of the AI investment cycle?
BMNR Bullz64,291 views • 23 days ago

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 Bullz567,511 views • 7 months ago

🚨 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 Bullz366,011 views • 5 months ago

🚨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 Bullz671,430 views • 1 year ago

TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.
BMNR Bullz242,686 views • 4 months ago

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 views • 5 months ago

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 Bullz262,751 views • 7 months ago

🚨 TOM LEE: $BMNP IS “A REALLY CHEAP CALL OPTION” ON ETHEREUM BitMine’s 9.5% preferred costs roughly $35 million a year in dividends. Its ETH staking operation is expected to generate close to $300 million annually at today’s price. Tom's logic: 🔹 Preferred capital buys ETH without issuing common stock 🔹 Staking rewards comfortably cover the dividend 🔹 Higher ETH prices widen that advantage 🔹 The result is more ETH per $BMNR share BitMine needs roughly 200,000 more ETH to reach 5%. Lee expects staking to produce around 120,000 ETH annually, leaving only 80,000 ETH, worth about $160 million, to fund. “I don’t think we’re going to end up with billions of dollars of BMNP unless we expect to go way beyond 5%.” That final line is the one to remember. $ETH
BMNR Bullz | Markets & Crypto107,448 views • 2 months ago

🚨 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 views • 7 months ago

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 views • 7 months ago

🚨 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 Bullz177,403 views • 5 months ago

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 Bullz172,043 views • 5 months ago

RAOUL PAL: ETHEREUM IS "WILDLY UNDERVALUED" This is exactly how I see Ethereum's future. Raoul Pal, Thomas (Tom) Lee (not drummer) FundstratDirect.com and I share a fundamental belief: the transformation of global finance will create enormous demand for programmable blockchain infrastructure. And Raoul makes a particularly important point: Ethereum's value goes far beyond the fees it collects today. Look at what's already built on Ethereum mainnet: 🔹 $144B in stablecoins 🔹 $50B locked in DeFi 🔹 $16.8B in tokenized real-world assets And we're still in the early stages of tokenized equities, AI agents and automated financial markets, potentially creating another enormous wave of demand for smart contracts. The opportunity isn't simply how much Ethereum is worth today. It's how much of tomorrow's financial system could ultimately depend on it. And with more than 6 million ETH, BitMine is making one of the largest bets on that future. $ETH $BMNR
BMNR Bullz34,631 views • 29 days ago

🚨 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 Bullz221,900 views • 7 months ago

