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Threadguy explains his bear case for ETH “I genuinely am a believer that God will not allow Tom Lee to exit such an irresponsible and poorly managed position green” “When it's all said and done, there’s no scenario in which Tom Lee exits his position and is one of...

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38,152 просмотров • 4 месяцев назад •via X (Twitter)

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$BMNR Thomas (Tom) Lee (not drummer) FSInsight.com Tom Lee said $ETH $7500 by year end and why he is bullish on $BMNR
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$BMNR Thomas (Tom) Lee (not drummer) FSInsight.com Tom Lee said $ETH $7500 by year end and why he is bullish on $BMNR

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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!
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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

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$BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee said we will see $ETH at $16,000
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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!
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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!

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This message is for Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com, gentleman and scholar 🧐, Chairman of Bitmine Tickers: $KEYCAT $ETH $BMNR Happy belated Fundstrat Direct 🎉
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This message is for Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com, gentleman and scholar 🧐, Chairman of Bitmine Tickers: $KEYCAT $ETH $BMNR Happy belated Fundstrat Direct 🎉

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Tom Lee Thomas (Tom) Lee (not drummer) FSInsight.com, one of the world's largest $ETH treasury holders, says Wall Street will stake and use Ethereum and that ETH could flip Bitcoin in terms of network value:"Could Etheruem do 100x?"Joe (Joseph Lubin) and I are in dialogue."

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Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com doubles down on his price target! Bitcoin $200,000 - $250,000k Ethereum $10-$12k but the ceiling could reach up to 60k in the next couple years! $ETH / $BTC / $BMNR

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Why buy an ETH treasury over $ETH directly? $BMNR Bitmine Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com explains:
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Brett Krieger

234,909 просмотров • 9 месяцев назад

Yesterday, I posted a video on 3 reasons I’m buying $BMNR highlight that Tom Lee as an advocate was a big reason. YouTube viewers actually commented to call this man the “2025 Cathie Wood” saying it’s easy to be a genius in a bull market. That’s frankly an intellectually dishonest oversimplification because I’m old enough to remember back in 2019 when Becky Quick called Tom Lee crazy for advocating 1-2% in $BTC when it was literally $5,000 (I was buying BTC around this time). There’s a reason many retail investors are following Thomas (Tom) Lee (not drummer) FSInsight.com into $BMNR. Not because he’s a “pumper” or a sign of a euphoric market, but because he has been true to his convictions from day one. For years. In this latest bull market yes, but he was also consistently the most optimistic analyst on the street in 2022 during the bear. People remember that level of conviction. And they respect it. So in that context I’m not shocked that he’s a major reason for the retail flows into $BMNR.
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Yesterday, I posted a video on 3 reasons I’m buying $BMNR highlight that Tom Lee as an advocate was a big reason. YouTube viewers actually commented to call this man the “2025 Cathie Wood” saying it’s easy to be a genius in a bull market. That’s frankly an intellectually dishonest oversimplification because I’m old enough to remember back in 2019 when Becky Quick called Tom Lee crazy for advocating 1-2% in $BTC when it was literally $5,000 (I was buying BTC around this time). There’s a reason many retail investors are following Thomas (Tom) Lee (not drummer) FSInsight.com into $BMNR. Not because he’s a “pumper” or a sign of a euphoric market, but because he has been true to his convictions from day one. For years. In this latest bull market yes, but he was also consistently the most optimistic analyst on the street in 2022 during the bear. People remember that level of conviction. And they respect it. So in that context I’m not shocked that he’s a major reason for the retail flows into $BMNR.

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Vivek Sen

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"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.

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Vivek Sen

155,362 просмотров • 8 месяцев назад

🚨 BREAKING TOM LEE JUST SAID: "CRYPTO BOTTOM IS IN AND ITS ABOUT TO GO PARABOLIC" HE ALSO SAYS THAT $BTC AND $ETH WILL HIT ATH THIS YEAR HE DEFINITELY KNOWS SOMETHING!!
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🚨 BREAKING TOM LEE JUST SAID: "CRYPTO BOTTOM IS IN AND ITS ABOUT TO GO PARABOLIC" HE ALSO SAYS THAT $BTC AND $ETH WILL HIT ATH THIS YEAR HE DEFINITELY KNOWS SOMETHING!!

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TOM LEE BREAKS DOWN BMNR + ETHEREUM At the Bitmine shareholder meeting, Tom Lee laid out the math: - ETH/BTC 0.034 today vs 0.087 in 2021 - $250K BTC → ~$22K ETH - $22K ETH implies ~$500 BMNR - $60K ETH implies ~$1,500 BMNR
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TOM LEE BREAKS DOWN BMNR + ETHEREUM At the Bitmine shareholder meeting, Tom Lee laid out the math: - ETH/BTC 0.034 today vs 0.087 in 2021 - $250K BTC → ~$22K ETH - $22K ETH implies ~$500 BMNR - $60K ETH implies ~$1,500 BMNR

Tom Lee Tracker (Not actually Tom)

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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
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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

BMNR Bullz

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📢 TOM LEE: SHORT-TERM PAIN, LONG-TERM GAIN 📈 Tom Lee expects a mini-bear market sometime in 2026 and acknowledges that his outlook “does call for a drawdown next year.” But his message is clear: Corrections are part of the cycle — and strong recoveries tend to follow. Volatility ahead. Opportunity after 🚀
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📢 TOM LEE: SHORT-TERM PAIN, LONG-TERM GAIN 📈 Tom Lee expects a mini-bear market sometime in 2026 and acknowledges that his outlook “does call for a drawdown next year.” But his message is clear: Corrections are part of the cycle — and strong recoveries tend to follow. Volatility ahead. Opportunity after 🚀

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