Bitmine (NYSE-BMNR) $ETH
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@BitMNR
The alchemy of 5% of ETH | NYSE | Thomas (“Tom”) Lee Chairman @fundstrat
Full porting ETH at $2,000 because VanEck told us it’ll trade at $52,000 by 2030.
Equity markets are forward looking, so stocks do not need to fall further "bad news" on the Iran war - we believe 90%-95% thru Iran-war stock decline - wars boost GDP, hence, EPS forecasts up - but risk is high oil plus prior shocks lead to higher inflation expectations Fed has a tough job and needs to maintain credibility Great speaking to @JoeSquawk @BeckyQuick @andrewrsorkin on @SquawkCNBC this am @FundstratDirect @FundstratCap @BitMNR $BMNR
Jamie Dimon says JPMorgan must move faster as tokenization reshapes finance. "A whole new set of competitors is emerging based on blockchain," he wrote in his annual letter to shareholders. This comes after JPMorgan launched MONY, its first tokenized money market fund, directly on public Ethereum in December. Tokenized funds on Ethereum have gone from near-zero to ~$22B in market cap. The world's largest bank is live on Ethereum, and its CEO is publicly saying they're still not moving fast enough. Chart source: @tokenterminal
Riley @rileybrown Buy $ORBS to get direct certified exposure to @OpenAI and this 30% equity exposure has the consent of the OpenAI management team
3/ “The Iran war enters its 6th week and this war remains the most important driver of global markets. ETH remains the second best performing asset since the start of the war, with a 6.8% gain and outperforming the S&P 500 by 1,130bp. And ETH beating gold by 1,840bp demonstrates ETH is the wartime store of value. At the moment, this war exerts more influence on risk markets than global central banks,” said Thomas “Tom” Lee, Chairman of Bitmine @Fundstrat “The war has placed downward pressure on global markets, so it is impressive to see ETH as one of the few to rise on an absolute basis. This is a great harbinger, as we expect ETH leadership to strengthen investors and eventually take cash off the sidelines” “Ethereum continues to benefit from the dual tailwinds of Wall Street tokenizing on the blockchain and from agentic AI systems increasingly needing public and neutral blockchains.”
