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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... show more

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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!

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 Aufrufe • vor 10 Monaten

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.

Milk Road

30,945 Aufrufe • vor 7 Tagen

BMNR is sitting on $600M cash and generating over $250M a year in staking rewards. Tom Lee: "Money is becoming software and when you make it composable, there is a transformation of the economy - and that's really where Ethereum's going to shine." With 80% of $ETH staked, investments in Mr. Beast and Eightco, and new Ethereum Foundation spin-offs getting funded soon, Tom Lee says the bull case is intact even if the price is brutal right now. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

BMNR is sitting on $600M cash and generating over $250M a year in staking rewards. Tom Lee: "Money is becoming software and when you make it composable, there is a transformation of the economy - and that's really where Ethereum's going to shine." With 80% of $ETH staked, investments in Mr. Beast and Eightco, and new Ethereum Foundation spin-offs getting funded soon, Tom Lee says the bull case is intact even if the price is brutal right now. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

Milk Road

185,630 Aufrufe • vor 27 Tagen

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!

amit

715,851 Aufrufe • vor 11 Monaten

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."

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."

ALLINCRYPTO

638,269 Aufrufe • vor 11 Monaten

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.

Wu Blockchain

15,107 Aufrufe • vor 2 Tagen

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.

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.

Tevis

319,235 Aufrufe • vor 10 Monaten

This is the biggest ETH bull we've ever seen. 5% of total ETH supply. And $BMNR is moving faster than Michael Saylor. Thomas (Tom) Lee (not drummer) FSInsight.com says that this is the vehicle that Wall St. and the US Government want to see.

This is the biggest ETH bull we've ever seen. 5% of total ETH supply. And $BMNR is moving faster than Michael Saylor. Thomas (Tom) Lee (not drummer) FSInsight.com says that this is the vehicle that Wall St. and the US Government want to see.

Bankless

501,759 Aufrufe • vor 11 Monaten

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

35,025 Aufrufe • vor 11 Tagen

TOM LEE EXPLAINS THE MR.BEAST DEAL At the BitMine $BMNR shareholder meeting, Tom Lee broke down why BitMine invested in Beast Industries: - $200M strategic investment - MrBeast is the most watched creator in the world - BitMine is the largest corporate and strategic investor in the company - Investment is framed as a long-term moonshot tied to Ethereum, DeFi, and tokenization

TOM LEE EXPLAINS THE MR.BEAST DEAL At the BitMine $BMNR shareholder meeting, Tom Lee broke down why BitMine invested in Beast Industries: - $200M strategic investment - MrBeast is the most watched creator in the world - BitMine is the largest corporate and strategic investor in the company - Investment is framed as a long-term moonshot tied to Ethereum, DeFi, and tokenization

Tom Lee Tracker (Not actually Tom)

302,580 Aufrufe • vor 6 Monaten

"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.

"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.

Fundstrat Direct

4,144,475 Aufrufe • vor 4 Monaten

TOM LEE JUST SAID #BITCOIN IS GOING TO $1 MILLION AND MICROSTRATEGY WILL BE ONE OF THE LARGEST COMPANIES IT’S COMING 🚀

TOM LEE JUST SAID #BITCOIN IS GOING TO $1 MILLION AND MICROSTRATEGY WILL BE ONE OF THE LARGEST COMPANIES IT’S COMING 🚀

Vivek Sen

51,979 Aufrufe • vor 9 Monaten

🚨 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!!

🚨 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!!

ᴛʀᴀᴄᴇʀ

91,059 Aufrufe • vor 4 Monaten

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

BMNR Bullz

85,059 Aufrufe • vor 1 Monat

📢 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 🚀

📢 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 🚀

COACHTY

39,793 Aufrufe • vor 7 Monaten

“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.

“If you're viewing this through the lens of a wealthy 40 year old, new technologies don’t look interesting to you because you're more focused on protecting your wealth & incumbency. Young people are the ones who change the world.” - Tom Lee (Thomas (Tom) Lee (not drummer) FSInsight.com) of FS Insight, Fundstrat Capital & Bitmine (NYSE-BMNR) $ETH The innovators dilemma is a perpetual cycle that happens at the individual, corporate and sovereign level. The history rhythms. Awesome segment from Tom on his experience with disruption in the cell-phone era. Listen to Tom chat with Ed Elson & Scott Galloway on the Prof G Markets.

J64

37,412 Aufrufe • vor 7 Monaten

Tom Lee says you can't model the price of ETH on a spreadsheet. "ETH at $3,600 is ridiculously undervalued so maybe that's the most important takeaway - not trying to give someone a spreadsheet" Thomas (Tom) Lee (not drummer) FSInsight.com acquired $3 billion in ETH over the last 30 days and plans to buy at least another $20 billion.

Tom Lee says you can't model the price of ETH on a spreadsheet. "ETH at $3,600 is ridiculously undervalued so maybe that's the most important takeaway - not trying to give someone a spreadsheet" Thomas (Tom) Lee (not drummer) FSInsight.com acquired $3 billion in ETH over the last 30 days and plans to buy at least another $20 billion.

RYAN SΞAN ADAMS - rsa.eth 🦄

203,078 Aufrufe • vor 11 Monaten

I built a simulator for Bitmine (NYSE-BMNR) $ETH 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 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)

74,508 Aufrufe • vor 4 Monaten

TOM LEE on why he’s changed his tune on $ETH and now thinks it will outgrow $BTC - “the narrative of storing value is really bitcoin's use case. Ethereum's use case is that it's actually gonna be used.” Watch: Listen:

TOM LEE on why he’s changed his tune on $ETH and now thinks it will outgrow $BTC - “the narrative of storing value is really bitcoin's use case. Ethereum's use case is that it's actually gonna be used.” Watch: Listen:

Wilfred Frost

248,973 Aufrufe • vor 11 Monaten

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

RYAN SΞAN ADAMS

474,304 Aufrufe • vor 1 Jahr