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BMNR Bullz | Markets & Crypto

@BMNRBullz • 18,975 subscribers

Markets • Crypto • AI • Ethereum Breaking news, data, institutional flows & market moves. https://t.co/R8RnQL6d9C

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🚨 BITMINE IS ALMOST HALF THE ETHEREUM VALIDATOR QUEUE TOM Thomas (Tom) Lee (not drummer) FSInsight.com: “Almost 3 million now staked. We’re half of the staking queue. There’s like 4 million ETH I think we’re 2 million of that.” 🔹4.23M ETH held 🔹3.0M ETH already staked 🔹2.0M ETH sitting in the staking queue Over 4M ETH is waiting to enter staking. BITMINE is nearly half of the entire line. That’s ETH supply moving out of circulation. $ETH $BMNR

🚨 BITMINE IS ALMOST HALF THE ETHEREUM VALIDATOR QUEUE TOM Thomas (Tom) Lee (not drummer) FSInsight.com: “Almost 3 million now staked. We’re half of the staking queue. There’s like 4 million ETH I think we’re 2 million of that.” 🔹4.23M ETH held 🔹3.0M ETH already staked 🔹2.0M ETH sitting in the staking queue Over 4M ETH is waiting to enter staking. BITMINE is nearly half of the entire line. That’s ETH supply moving out of circulation. $ETH $BMNR

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Arthur Hayes My number one pick right now is Ethereum. It could do 3x to 5x pretty quickly.

Arthur Hayes My number one pick right now is Ethereum. It could do 3x to 5x pretty quickly.

BMNR Bullz | Markets & Crypto

36,544 views • 2 days ago

TOM LEE PUT ON THE GREEN TIE AND THE MARKET WENT GREEN Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) went against the crowd and called for a strong September as inflation fears ease through the jobs report, CPI and the Fed decision. Bitwise CIO Matt Hougan: “Tom called it right. I think he literally called today’s rally.” Maybe it was the green tie.

TOM LEE PUT ON THE GREEN TIE AND THE MARKET WENT GREEN Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) went against the crowd and called for a strong September as inflation fears ease through the jobs report, CPI and the Fed decision. Bitwise CIO Matt Hougan: “Tom called it right. I think he literally called today’s rally.” Maybe it was the green tie.

BMNR Bullz | Markets & Crypto

20,386 views • 1 day 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

🚨 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 & Crypto

107,448 views • 11 days ago

TOM LEE: ETHEREUM SHOULD KEEP OUTPERFORMING BITCOIN “I think the ratio between Ethereum to Bitcoin should continue to rise. At a minimum it should go back to its old high of 0.08.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com believes the next five years of crypto will increasingly revolve around: 🔹 Tokenization 🔹 Agentic AI 🔹 Traditional finance moving onchain And he thinks much, potentially most, of that activity will happen on Ethereum. Bitcoin remains his digital gold play. But Ethereum is where he sees the next major wave of financial infrastructure being built. $ETH $BMNR

TOM LEE: ETHEREUM SHOULD KEEP OUTPERFORMING BITCOIN “I think the ratio between Ethereum to Bitcoin should continue to rise. At a minimum it should go back to its old high of 0.08.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com believes the next five years of crypto will increasingly revolve around: 🔹 Tokenization 🔹 Agentic AI 🔹 Traditional finance moving onchain And he thinks much, potentially most, of that activity will happen on Ethereum. Bitcoin remains his digital gold play. But Ethereum is where he sees the next major wave of financial infrastructure being built. $ETH $BMNR

BMNR Bullz | Markets & Crypto

43,034 views • 5 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.

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.

436,008 views • 2 months 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.

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.

567,192 views • 5 months ago

🚨 BITCOIN MYSTERY 🚨 CNBC JUST SAID LIVE: “THERE IS NO EXPLANATION FOR THE CRASH.” 💰 $86,600 $BTC IS DEFYING EVERY “EXPERT” ON MAINSTREAM TV. THEY LITERALLY HAVE NO IDEA WHY THE PRICE IS DROPPING. THIS IS NOT A DRILL. WHAT’S REALLY HAPPENING?

🚨 BITCOIN MYSTERY 🚨 CNBC JUST SAID LIVE: “THERE IS NO EXPLANATION FOR THE CRASH.” 💰 $86,600 $BTC IS DEFYING EVERY “EXPERT” ON MAINSTREAM TV. THEY LITERALLY HAVE NO IDEA WHY THE PRICE IS DROPPING. THIS IS NOT A DRILL. WHAT’S REALLY HAPPENING?

983,258 views • 9 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.

🚨 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.

366,011 views • 3 months 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.

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.

242,686 views • 2 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

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

224,836 views • 2 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

🚨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

665,097 views • 10 months ago

🚨 TOM LEE: CRYPTO COULD BECOME AS LARGE AS AI “If AI is now a $10 trillion economy… maybe it goes to $100 trillion. Is crypto going to be stuck at $1.5 trillion? I’m highly, highly doubtful.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com thesis is that an agentic economy will favor blockchain rails for machine to machine transactions, microtransactions and real world activity. The next major wave of crypto adoption may come from machines, not people. $ETH $BMNR

🚨 TOM LEE: CRYPTO COULD BECOME AS LARGE AS AI “If AI is now a $10 trillion economy… maybe it goes to $100 trillion. Is crypto going to be stuck at $1.5 trillion? I’m highly, highly doubtful.” Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com thesis is that an agentic economy will favor blockchain rails for machine to machine transactions, microtransactions and real world activity. The next major wave of crypto adoption may come from machines, not people. $ETH $BMNR

BMNR Bullz | Markets & Crypto

20,620 views • 7 days ago

$TOM LEE: AI IS CHANGING WHAT MONEY NEEDS TO BE Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says AI agents won't use money the way humans do. They'll transact at machine speed, make millions of tiny payments, and move value in fractions of a cent. Traditional payment rails weren't built for that. Crypto was. 🔹 Money becomes programmable software, not just cash 🔹 Micropayments become economically viable 🔹 Assets like stablecoins, crypto, tokenized securities and even other digital assets can move as easily as data 🔹 High precision digital currencies make machine to machine payments and automated settlement possible The next financial system won't just serve people. It will serve billions of AI agents operating 24/7.$

TOM LEE: AI IS CHANGING WHAT MONEY NEEDS TO BE Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says AI agents won't use money the way humans do. They'll transact at machine speed, make millions of tiny payments, and move value in fractions of a cent. Traditional payment rails weren't built for that. Crypto was. 🔹 Money becomes programmable software, not just cash 🔹 Micropayments become economically viable 🔹 Assets like stablecoins, crypto, tokenized securities and even other digital assets can move as easily as data 🔹 High precision digital currencies make machine to machine payments and automated settlement possible The next financial system won't just serve people. It will serve billions of AI agents operating 24/7.

BMNR Bullz | Markets & Crypto

69,854 views • 1 month ago

🚨 S&P CONFIRMS WHY $BTC WAS EXCLUDED FROM ITS NEW DIGITAL ASSET INDEX “Bitcoin is not in there because it’s really not one of those revenue generating protocols that we think belongs in this index.” $ETH is the index’s largest constituent. The benchmark is built around protocols generating real network revenue, not simply market capitalization.

🚨 S&P CONFIRMS WHY $BTC WAS EXCLUDED FROM ITS NEW DIGITAL ASSET INDEX “Bitcoin is not in there because it’s really not one of those revenue generating protocols that we think belongs in this index.” $ETH is the index’s largest constituent. The benchmark is built around protocols generating real network revenue, not simply market capitalization.

96,106 views • 1 month 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

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

262,751 views • 4 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

🚨 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

177,403 views • 3 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

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

172,043 views • 3 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.

🚨 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.

280,442 views • 5 months ago

TOM LEE: ETHEREUM PRICE IS LAGGING FUNDAMENTALS Anthony Scaramucci asked Tom Lee what he would say to someone whose BitMine position has been crushed. Lee did not sugarcoat it. Price has been terrible. But his Ethereum thesis has not changed. 🔹 RWAs on Ethereum 🔹 Wall Street tokenization 🔹 Privacy upgrades 🔹 Future proofing ETH 🔹 AI identity rails 🔹 Decentralized control The market is watching the chart. Tom Lee is watching what Ethereum is becoming. $ETH $BMNR

TOM LEE: ETHEREUM PRICE IS LAGGING FUNDAMENTALS Anthony Scaramucci asked Tom Lee what he would say to someone whose BitMine position has been crushed. Lee did not sugarcoat it. Price has been terrible. But his Ethereum thesis has not changed. 🔹 RWAs on Ethereum 🔹 Wall Street tokenization 🔹 Privacy upgrades 🔹 Future proofing ETH 🔹 AI identity rails 🔹 Decentralized control The market is watching the chart. Tom Lee is watching what Ethereum is becoming. $ETH $BMNR

110,247 views • 2 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.

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.

225,783 views • 4 months ago