TreeSwing
249 posts
TreeSwing
@TreeSwingn
$BMNR bull Upgrading the financial system with $ETH
Beigetreten Eylül 2025
129 Folgt34 Follower
Ok it’s the weekend, and I just have to ask this question. Please answer honestly.
If you can only pick ONE for breakfast:
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@TheValueThinker So whats up with MAVAN? I thought it should launch in Q1, now it says in 2026..
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$BMNR continues to stack $ETH with conviction and strength in this bear market.
Key things to note:
1. Cash Position: $1.2B
- executing ATM well
- shows they can raise cash without issues even in bear
2. Purchased +60,976 ETH (~ $120m)
- highest # in the past 10 weeks
- signals buying strength again
3. Treasury ~ $10.3B, 4.53 million total ETH
Of course I will have more to say on the weekly BMNR video!
well done @fundstrat @BitMNR
Bitmine (NYSE-BMNR) $ETH@BitMNR
🧵 1/ BitMine provided its latest holdings update for March 2nd, 2026: $10.3 billion in total crypto + "moonshots": - 4,534,563 ETH at $1,965 (@coinbase) - 195 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $14 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $1.2 billion. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…
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@IvayloPashov The Beast Investment is a easy 10x on a 5 year time horizon. Probably even 2-3x this year, when Beast Industries IPO's.
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@BMNRTracker Two points helped massively to bring back trust in the stock. 1 the Mr. Beast acquisition of STEP and 2 that the big institutions bought the dip in Q4 2025. A stable mNAV above 1.00 is all I wish for, ETH will take care of itself.
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$BMNR is outperforming $ETH year to date.
Beast Industries is acting as a hedge against the downside. Great decision by Tom and the team!
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Decided to move some $BMNR shares into 2028 LEAPS. Not convinced it's a bottom, but price felt fair to gain leverage vs what the current position is. The specific strike price for these LEAPS were on my watchlist for months. Kept shares in a different account that I sell CC against. So happy to collect premium if stay flat/continue to decline over the coming months.
Curious for thoughtful comments - just please no "DUMB! ETH TO $0!"
(not financial advice)
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So when's the point when some of these DATs just give up
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damnit should've went all in yesterday when i had the urge $FIG
Kevin Xu@kevinxu
i think i found my next all-in. earnings next week. incredible bottom signal. follow to get alerted when/if i make the trade
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@BMNRTracker Tom better start hitting the atm, we need to speed up purchases SIGNIFICANTLY while the prices are so slow
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MNAV up to 1.03. Looking very strong this morning. Need $ETH to make a move up and we could see 1.10 soon
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@TedPillows If you invest in an ETH treasury and ETH is doing bad. There is not much to blame Tom for, I think he is handling the treasury well.
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Board meeting: how are our investments doing Tom?
😬
Ted@TedPillows
Tom Lee. -$7,235,000,000 $ETH.
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@DwayneNHL I hope so, but I doubt they bought more than 100 million worth.
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How much did $BMNR accumulate at these levels? I would hope they deployed a nice chunk of that cash this weekend to bring down cost average.
They had 600+ million in cash. Should have deployed most of that this weekend when it flash crashed to $2200 ish
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@TedPillows Its 1.5% of their position in ETH, if you want to call that capitulation..
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@apugeneral He dont have to capitulate. His stuff aint due till 2028.
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I don’t think you understand how bullish this is.
Watcher.Guru@WatcherGuru
JUST IN: Tom Lee's 'Bitmine' ETH investment is currently at a $6,000,000,000 unrealized loss.
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@Stocklnvestment @Mr_Derivatives Its basically impossible for $BMNR to go bankrupt...
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@Mr_Derivatives Don’t buy until $MSTR and $BMNR go bankrupt. Trust me on this one. You’ll see a 20-30% drop when that happens.
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@BMNRBullz @fundstrat I hope they let us buy at these prices monday, but I think it bounces back up to 2,600$ before stock market open.
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HOLY MOLY‼️
Was Tom Lee @fundstrat almost right on point?
Ethereum just hit $2,370 before a quick bounce 👀
Where do we go from here?
What’s everyone’s thoughts
$ETH $BMNR
BMNR Bullz@BMNRBullz
TOM LEE: ETHEREUM COULD TAG ~$2,400 Tom Lee says ETH could briefly dip to ~$2,400, calling it a “touch and go” bottom. He says that move likely lines up with precious metals peaking. 🔹 ETH liquidity test 🔹 Metals top 🔹 Rotation window opens $BMNR $ETH
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@TobyInvesting If you really want to cut 3, I think it makes sense to cut 1 ETH DAT (SBET), 1 Datacenter (IREN) and GRAB.
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Seeking advice 🙏🏼
I currently own the following stocks.
I want to reduce the number down to 8. Which 3 of them should I plan to sell whilst minimising losses?
$SBET and $BMNR are the obvious ones, but Im waiting for crypto to recover first given these are proxy stocks for ETH and BTC.
1) $GOOGL +70%
2) $IREN +76%
3) $NBIS +58%
4) $NVDA +38%
5) $VWRP (global index fund) +10%
6) $HOOD +108%
7) $ASTS +101%
8) $META +6%
9) $OSCR -7%
10) $GRAB -9%
11) $BMNR -48%
12) $SBET -68%
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