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• $BMNR Tom Lee just said BitMine will stop “stacking” Ethereum before what he described as a potential 25x move. BitMine currently holds about 4.9% of $ETH supply, valued near $15.5B at an ETH price of roughly $2,580.

Jesse Cohen

187,745 subscribers

11,934 просмотров • 9 часов назад •via X (Twitter)

Финансы Наука и технологии

Anya Rossi• Live Now

Private livecam show

Комментарии: 5

Фото профиля Andrew Hayes

Andrew Hayes9 часов назад

Institutional ETH accumulation highlights growing conviction, but large holders still need strong fundamentals and demand to justify long-term targets. I keep this account and @Jason_Miller__ for crypto perspectives.

Фото профиля Gustavo II

Gustavo II9 часов назад

I invested in that shit and I'm 30% down

Фото профиля Victoria Hayes

Victoria Hayes9 часов назад

$BMNR highlights the growing institutional interest in Ethereum exposure, but large treasury strategies also bring concentration and execution risks. The key is whether adoption and demand justify the long-term thesis. @Wavveeyy_jawn tracking crypto trends.

Фото профиля Jessica

Jessica9 часов назад

You and @satosh0xsol are my go to for ETH takes. Tom Lee calling a 25x while pausing buys is wild.

Фото профиля Macro Bombastic

Macro Bombastic8 часов назад

man tom lee pausing before a 25x is wild

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Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

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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

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Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

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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

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

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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

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41,114 просмотров • 5 месяцев назад

🚨 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

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MrBeast's CEO Jeff Housenbold said on CNBC: "We're big fans of Ethereum" and called it the backbone of stablecoins. This comes after they received a huge $200M investment from the leading ETH staking firm Bitmine. Let Thomas (Tom) Lee (not drummer) FSInsight.com keep cooking! $ETH $BMNR

MrBeast's CEO Jeff Housenbold said on CNBC: "We're big fans of Ethereum" and called it the backbone of stablecoins. This comes after they received a huge $200M investment from the leading ETH staking firm Bitmine. Let Thomas (Tom) Lee (not drummer) FSInsight.com keep cooking! $ETH $BMNR

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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

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🔥TOM LEE: "I'm still quite bullish on Bitcoin" but says BitMine "wanted to accumulate Ethereum." He says he holds MicroStrategy for Bitcoin exposure but built BitMine's treasury around Ethereum because the capital structure was simpler. "BitMine is the largest Ethereum treasury and the largest holder of Ethereum in the world with almost 5.78 MILLION ETH."

🔥TOM LEE: "I'm still quite bullish on Bitcoin" but says BitMine "wanted to accumulate Ethereum." He says he holds MicroStrategy for Bitcoin exposure but built BitMine's treasury around Ethereum because the capital structure was simpler. "BitMine is the largest Ethereum treasury and the largest holder of Ethereum in the world with almost 5.78 MILLION ETH."

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🚨 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

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Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

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718,932 просмотров • 1 год назад

We asked Bitmine (NYSE-BMNR) $ETH $BMNP Chairman Tom Lee about upping his target to own 10% of all $ETH ahead of his KBW2026 keynote next week: Q: Does the Alchemy of 5% become the Alchemy of 10%? A: "You'll definitely want to stay tuned" 👀

We asked Bitmine (NYSE-BMNR) $ETH $BMNP Chairman Tom Lee about upping his target to own 10% of all $ETH ahead of his KBW2026 keynote next week: Q: Does the Alchemy of 5% become the Alchemy of 10%? A: "You'll definitely want to stay tuned" 👀

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61,926 просмотров • 15 дней назад

🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

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100,848 просмотров • 7 месяцев назад

Tom Lee was way wrong about $ETH price. in Interview w/ Wealthion He said $7000-$9000 by end of January 2026. Current $ETH @ ~$2900 (He was off by $4000-$6000) $BMNR

Tom Lee was way wrong about $ETH price. in Interview w/ Wealthion He said $7000-$9000 by end of January 2026. Current $ETH @ ~$2900 (He was off by $4000-$6000) $BMNR

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35,096 просмотров • 8 месяцев назад

THE LARGEST ETHEREUM HOLDER ON EARTH IS NEARLY $9 BILLION UNDERWATER. AND STILL BUYING. 🇺🇸 Tom Lee's BitMine holds over 5,400,000 ETH, bought at an average near $3,476. With ETH below $1,800, that's roughly $8,900,000,000 in unrealized losses. This week, as the stock hit its lowest since the strategy began, BitMine bought another 127,000 ETH. Lee called the selloff "superficial." This is the purest conviction-versus-capitulation test in the market right now. Either he's buying the generational bottom. Or it's the most expensive conviction trade in crypto history. The chain will settle it.

THE LARGEST ETHEREUM HOLDER ON EARTH IS NEARLY $9 BILLION UNDERWATER. AND STILL BUYING. 🇺🇸 Tom Lee's BitMine holds over 5,400,000 ETH, bought at an average near $3,476. With ETH below $1,800, that's roughly $8,900,000,000 in unrealized losses. This week, as the stock hit its lowest since the strategy began, BitMine bought another 127,000 ETH. Lee called the selloff "superficial." This is the purest conviction-versus-capitulation test in the market right now. Either he's buying the generational bottom. Or it's the most expensive conviction trade in crypto history. The chain will settle it.

Merlijn The Trader

357,087 просмотров • 4 месяцев назад

🚨 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

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82,718 просмотров • 5 месяцев назад

$200 million deal with Mr Beast to bring financial services and digital items on Ethereum. Tom Lee & BitMine believe Mr a beast will onboard millions of users to the #ETH ecosystem.

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12,379 просмотров • 8 месяцев назад

🚨 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

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81,070 просмотров • 6 месяцев назад