Captain Midnight
4.2K posts
What I think @fundstrat sees in Ethereum that others don't see at around $2900 per $ETH: While AI is a transformative and fundamentally strong trade, blockchain technology remains "massively underappreciated" and undervalued by comparison. As AI increases the volume of synthetic and potentially "fake" content, blockchain's role in verifying authenticity becomes a critical, undervalued utility. The market has yet to price in how blockchain and AI together could transform traditional finance giants into the next "Magnificent 7." Ethereum is a primary beneficiary of this "truth layer" thesis and therefore a "massively underestimated" asset class. $BMNR $ETH
[ ZOOMER ] FIDELITY TO LAUNCH STABLECOIN "FIDD" ON ETHEREUM, WILL ALSO BE ABLE TO BE USED ON FIDELITY PLATFORMS: BBG
🧵 BitMine provided its latest holdings update for January 26th, 2026: $12.8 billion in total crypto + "moonshots": - 4,243,338 ETH at $2,839 (@coinbase) - 193 Bitcoin (BTC) - $200 mllion stake in Beast Industries @MrBeast - $19 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $682 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…
Ethereum is the best place to do business. “If you’re an investor looking to play the growing adoption of blockchain technology, one of the best and probably fastest-growing use cases right now is tokenization, and Ethereum is a beneficiary of that trend” - Blackrock
BitMine will the single largest staking entity for ethereum today when our 4.2 million $ETH is fully staked - this is expected to generate $367 to $393 million annually in rewards - plus another $35 to $40 million from cash
KEVIN O’LEARY DROPPED A BOMB: TRILLIONS OF DOLLARS ARE LINED UP TO BUY BITCOIN, AND IT ALL STARTS THE SECOND THE LAWS PASS. “ONCE THAT BILL IS SIGNED, THE REAL MONEY MOVES IN.” THIS WILL BE THE BIGGEST CAPITAL INFLOW IN BITCOIN HISTORY 🔥
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 is a visionary
I haven't really talked about this, but about five years ago, I invested $45M in a Series A that created Beast Industries by bringing together all of Jimmy's various business interests under one umbrella. Creating Beast Industries allowed us to streamline our capital allocation and double down on the big long term opportunities like financial services, telecoms, a creator marketplace etc. Jimmy has come a long way in these past 5 years and the business is just starting to get going. I'm very excited for him to have a chance to achieve his ambition. He's a very special entrepreneur.
$BMNR holds now roughly 4% of the biggest visionary media company in the world. @BitMNR invested alongside one of the greatest investors of our time: @chamath @fundstrat playing 4D chess.
