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AN INTERESTING $BMNR ETH TAKE 🔹 The podcast discusses a possible ETH options strategy linked to BMNR 🔹 In December, BMNR may have sold ETH put options during peak fear 🔹 Those premiums could have been used, alongside $1B+ cash, to buy deep in-the-money ETH calls 🔹 If ETH... show more

BMNR Bullz

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61,975 次观看 • 9 个月前 •via X (Twitter)

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🚨 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

🚨 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 Bullz

221,900 次观看 • 6 个月前

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

BMNR Bullz

81,070 次观看 • 6 个月前

🚨 TOM LEE WAS EARLY THIS IS PLAYING OUT NOW Social + finance aren’t merging in theory. They’re merging in real time. 🔹 ROBINHOOD just launched social 🔹 MRBEAST is moving into banking 🔹 The “everything app” thesis is unfolding The common thread: 🔹 Attention 🔹 Accounts 🔹 Assets MRBEAST’s audience is larger than the U.K. population. That level of distribution changes what’s possible in finance. This is why TOM LEE’S INVESTMENT INTO BEAST INDUSTRIES makes sense. BITMINE ($BMNR) IS THE ONLY PUBLIC EXPOSURE TO BEAST INDUSTRIES. $BMNR $ETH Thomas (Tom) Lee (not drummer) FSInsight.com Bitmine (NYSE-BMNR) $ETH

🚨 TOM LEE WAS EARLY THIS IS PLAYING OUT NOW Social + finance aren’t merging in theory. They’re merging in real time. 🔹 ROBINHOOD just launched social 🔹 MRBEAST is moving into banking 🔹 The “everything app” thesis is unfolding The common thread: 🔹 Attention 🔹 Accounts 🔹 Assets MRBEAST’s audience is larger than the U.K. population. That level of distribution changes what’s possible in finance. This is why TOM LEE’S INVESTMENT INTO BEAST INDUSTRIES makes sense. BITMINE ($BMNR) IS THE ONLY PUBLIC EXPOSURE TO BEAST INDUSTRIES. $BMNR $ETH Thomas (Tom) Lee (not drummer) FSInsight.com Bitmine (NYSE-BMNR) $ETH

BMNR Bullz

22,037 次观看 • 7 个月前

I built a simulator for Bitmine (NYSE-BMNR) $ETH $BMNP share price I'm shocked to find that $BMNR can have a parabolic rally easily if Thomas (Tom) Lee (not drummer) FundstratDirect.com 's Ethereum thesis is correct If $ETH hits $20000, that's over $500 per share for $BMNR In the long run, $ETH can be over $40000 for sure imo

I built a simulator for Bitmine (NYSE-BMNR) $ETH $BMNP share price I'm shocked to find that $BMNR can have a parabolic rally easily if Thomas (Tom) Lee (not drummer) FundstratDirect.com 's Ethereum thesis is correct If $ETH hits $20000, that's over $500 per share for $BMNR In the long run, $ETH can be over $40000 for sure imo

Bitmine Marine (BMNR)

74,699 次观看 • 6 个月前

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR

BMNR Bullz

22,883 次观看 • 5 个月前

🚨 HUGE BITMINE NEWS Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com just dropped this: Guest speakers for the upcoming shareholder meeting include: 🔹Vitalik Buterin (Ethereum) 🔹Sam Altman (OpenAI) Pay attention to the room being assembled. $BMNR Bitmine (NYSE-BMNR) $ETH $BMNP

🚨 HUGE BITMINE NEWS Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com just dropped this: Guest speakers for the upcoming shareholder meeting include: 🔹Vitalik Buterin (Ethereum) 🔹Sam Altman (OpenAI) Pay attention to the room being assembled. $BMNR Bitmine (NYSE-BMNR) $ETH $BMNP

BMNR Bullz

131,090 次观看 • 8 个月前

🚨 EX-BLACKROCK EXEC JOSEPH CHALOM: “ETH IS BETTER.” Sharplink CEO Joseph Chalom credits SAYLOR for the public wrapper model. But he says ETH is the upgrade: 🔹 Stake it 🔹 Native yield 🔹 Secure the network 🔹 Never encumber your ETH Then the line worth attention: “Along with TOM LEE Thomas (Tom) Lee (not drummer) FSInsight.com, we have generational permanent capital.” “We don’t have to sell it. We’re not a fund.” That’s why this model matters: long duration ETH + staking + DeFi allocation. $ETH $BMNR

🚨 EX-BLACKROCK EXEC JOSEPH CHALOM: “ETH IS BETTER.” Sharplink CEO Joseph Chalom credits SAYLOR for the public wrapper model. But he says ETH is the upgrade: 🔹 Stake it 🔹 Native yield 🔹 Secure the network 🔹 Never encumber your ETH Then the line worth attention: “Along with TOM LEE Thomas (Tom) Lee (not drummer) FSInsight.com, we have generational permanent capital.” “We don’t have to sell it. We’re not a fund.” That’s why this model matters: long duration ETH + staking + DeFi allocation. $ETH $BMNR

BMNR Bullz

23,470 次观看 • 7 个月前

🚨 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

🚨 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 Bullz

82,718 次观看 • 5 个月前

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

TOM LEE AT PARIS BLOCKCHAIN WEEK BITMINE already owns 4% of ETH supply. They expect to reach 5% this year. But the bigger point is MAVAN. BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA. TOM LEE says MAVAN will be the largest single service staking operator in the world. This is not just an ETH treasury. It is a crypto yield business being built at massive scale. 🔹 4% of ETH already acquired 🔹 5% target this year 🔹 $2B+ external crypto already staked 🔹 $310M annual ETH yield at current holdings $BMNR $ETH

BMNR Bullz

41,114 次观看 • 5 个月前

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

TOM LEE REVEALS BITMINE’S NEXT PHASE After becoming the world’s largest Ethereum treasury, BitMine is shifting its focus to long-term ecosystem growth. 🔹 Maintain 5% of the ETH supply 🔹 Fund Ethereum Foundation spin offs 🔹 Back financial services & crypto unicorns 🔹 Strengthen the Ethereum ecosystem Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said BitMine intends to act as neutral, permanent capital for Ethereum rather than simply accumulate ETH. He also noted BMNR’s future remains highly tied to Ethereum, highlighting a 90% historical correlation between the stock and ETH. $BMNR $ETH

BMNR Bullz | Markets & Crypto

35,217 次观看 • 2 个月前

TOM LEE: THERE IS NO RISK AT BITMINE “No leverage. No debt. No need to raise money.” 🔹 ~4.3M $ETH earning ~3% 🔹 ~$690M cash earning ~4% 🔹 ~$1M per day in net income Ethereum has had 7 major drawdowns. All 7 were V-shaped recoveries. This is volatility not failure. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

TOM LEE: THERE IS NO RISK AT BITMINE “No leverage. No debt. No need to raise money.” 🔹 ~4.3M $ETH earning ~3% 🔹 ~$690M cash earning ~4% 🔹 ~$1M per day in net income Ethereum has had 7 major drawdowns. All 7 were V-shaped recoveries. This is volatility not failure. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

BMNR Bullz

103,241 次观看 • 8 个月前

🚨 TOM LEE: ETHEREUM TO $62,000 IF IT BECOMES THE PAYMENT RAILS OF THE FUTURE “If Bitcoin gets to $250K and Ethereum returns to its historical ratio, that’s $12K to $22K ETH. If Ethereum becomes the payment rails of the future, that implies $62K ETH.” Then he explained what BITMINE has been building through the crypto winter: 🔹 $14B+ staked through MAVAN 🔹 Largest staking operator globally 🔹 OpenAI + Worldcoin exposure via $ORBS 🔹 MrBeast investment targeting Gen Z finance 🔹 Expects 5% of ETH supply in 2026 Tom Lee said Bitmine originally expected the 5% target to take years. Now they still expect to reach it in 2026 even while slowing the pace of accumulation. He says tokenization and agentic AI could drive Ethereum’s next major move. $ETH $BMNR

🚨 TOM LEE: ETHEREUM TO $62,000 IF IT BECOMES THE PAYMENT RAILS OF THE FUTURE “If Bitcoin gets to $250K and Ethereum returns to its historical ratio, that’s $12K to $22K ETH. If Ethereum becomes the payment rails of the future, that implies $62K ETH.” Then he explained what BITMINE has been building through the crypto winter: 🔹 $14B+ staked through MAVAN 🔹 Largest staking operator globally 🔹 OpenAI + Worldcoin exposure via $ORBS 🔹 MrBeast investment targeting Gen Z finance 🔹 Expects 5% of ETH supply in 2026 Tom Lee said Bitmine originally expected the 5% target to take years. Now they still expect to reach it in 2026 even while slowing the pace of accumulation. He says tokenization and agentic AI could drive Ethereum’s next major move. $ETH $BMNR

BMNR Bullz | Markets & Crypto

109,551 次观看 • 5 个月前

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

BMNR Bullz

110,247 次观看 • 3 个月前

I’ve been doing some research on $BMNR which is a $ETH treasury with Thomas (Tom) Lee (not drummer) FundstratDirect.com as chairman. There are many interesting things about this company, but here’s one thing in particular that I see commonly mistaken. Some investors steer clear of $BMNR because it is dilutive to shareholders. Well as Tom Lee explains to amit below, $BMNR is actually the opposite of dilutive, since they are constantly increasing $ETH per share, and only issuing shares when they are trading above mNAV. Another thing particularly interesting is that Tom Lee says that $BMNR can currently stake their ~$9B of $ETH and earn ~$300M of net income. And since $BMNR is about 1/3 of the way to their 5% goal, that would be around ~$1B of net income for $BMNR once they hit that 5% goal just by staking their $ETH. I’m very interested!

I’ve been doing some research on $BMNR which is a $ETH treasury with Thomas (Tom) Lee (not drummer) FundstratDirect.com as chairman. There are many interesting things about this company, but here’s one thing in particular that I see commonly mistaken. Some investors steer clear of $BMNR because it is dilutive to shareholders. Well as Tom Lee explains to amit below, $BMNR is actually the opposite of dilutive, since they are constantly increasing $ETH per share, and only issuing shares when they are trading above mNAV. Another thing particularly interesting is that Tom Lee says that $BMNR can currently stake their ~$9B of $ETH and earn ~$300M of net income. And since $BMNR is about 1/3 of the way to their 5% goal, that would be around ~$1B of net income for $BMNR once they hit that 5% goal just by staking their $ETH. I’m very interested!

ElijahCabler

111,519 次观看 • 1 年前

🚨 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 次观看 • 1 个月前

TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

BMNR Bullz

52,130 次观看 • 8 个月前

🚨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

BMNR Bullz

665,097 次观看 • 11 个月前

Peter Thiel: Bitcoin doesn’t have much upside left says it’s been “co-opted by BlackRock” and didn’t live up to its cypherpunk, decentralized promise. what does he think has upside? Thiel owns a 9% stake in Bitmine (NYSE-BMNR) $ETH, the ETH treasury company

Peter Thiel: Bitcoin doesn’t have much upside left says it’s been “co-opted by BlackRock” and didn’t live up to its cypherpunk, decentralized promise. what does he think has upside? Thiel owns a 9% stake in Bitmine (NYSE-BMNR) $ETH, the ETH treasury company

rip.eth

728,003 次观看 • 11 个月前

REID HOFFMAN JUST EXPLAINED THE AI + CRYPTO THESIS IN 30 SECONDS. As AI scales, the internet needs a way to verify: 🔹 Humans 🔹 Identity 🔹 Authentic content 🔹 Real conversations Hoffman: “Crypto is the natural technological solution.” Interesting considering Bitmine invested in $ORBS, which holds exposure to both OpenAI and Sam Altman’s World proof of human network. The AI race is becoming an identity race. $BMNR $ETH

REID HOFFMAN JUST EXPLAINED THE AI + CRYPTO THESIS IN 30 SECONDS. As AI scales, the internet needs a way to verify: 🔹 Humans 🔹 Identity 🔹 Authentic content 🔹 Real conversations Hoffman: “Crypto is the natural technological solution.” Interesting considering Bitmine invested in $ORBS, which holds exposure to both OpenAI and Sam Altman’s World proof of human network. The AI race is becoming an identity race. $BMNR $ETH

BMNR Bullz

42,595 次观看 • 5 个月前