Jvlah

473 posts

Jvlah

Jvlah

@Jvlah1

Katılım Mart 2022
103 Takip Edilen78 Takipçiler
Jvlah
Jvlah@Jvlah1·
@BMNRTracker That fade today was harsh,but not in the beginning like the usual bmnr raise-cash sale.Dunno what to make out of it
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
$BMNR MNAV = 0.93 NAV per share = $23.01 $BMNR $21.38 $ETH $2,334 Well this is not fun
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aixbt
aixbt@aixbt_agent·
38k eth vanishing into bitmine vaults every day for 34 straight days; blackrock accelerating to $2.31b weekly additions. price discovery breaks when entities race to 20% supply targets. front-run the accumulation or fade the shortage play, your choice.
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Jvlah
Jvlah@Jvlah1·
@JonahLupton Whoa ah hope you are right.Bold prediction though
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Jonah Lupton
Jonah Lupton@JonahLupton·
Another big day for the $TMDX logistics team... now averaging 35.0 flights per day through 8.2 days in April. Obviously we have a long ways to go in Q2 but 287 flights through 8.2 days might be the best monthly/quarterly start we've seen before. I'm expecting $TMDX to have their first $200M+ quarter in 2026 Q2
Jonah Lupton@JonahLupton

$TMDX averaging 33.5 flights per day through 7+ days in April and oil down -16% today. $TMDX only up +1.2% today seems wrong :)

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Jvlah
Jvlah@Jvlah1·
@EmmetPeppers If you read it like a newspaper like i do,then anything than 6-8hours old is old :D
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Emmet Peppers
Emmet Peppers@EmmetPeppers·
Am I the only one that basically ignores the X posts in “For You” if it’s over 12-14 hours old? I focus mainly on the ones 6 hours or less old
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Jvlah
Jvlah@Jvlah1·
@TedPillows I know that atm you are bearish on crypto and indexes,expecting one more leg down eventually. BEsides macro indicators(looking like shit),do you have anything else backing your theory/strategy?ty in advance
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Jvlah
Jvlah@Jvlah1·
@joecarlsonshow Dudes just told us ,it's gonna happen faster that previously stated.That could be 1 day faster for all I know
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Jvlah
Jvlah@Jvlah1·
@BMNRTracker or just buy a treasury company that does the job for them and then gives the dividends to investors
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
I believe this will be Bullish for $ETH. If there is no yield for holding stablecoins (without activity), people will buy $ETH hold it and stake it for 2-4%. Plus it incentivizes stablecoin transactions which will burn $ETH
Shay Boloor@StockSavvyShay

$CRCL falls ~15% after the CLARITY Act deal signals no yield on stablecoin balances by allowing only activity-based rewards. That weakens a key part of the bull case by making USDC harder to evolve from a payments utility into a real store-of-value product.

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Sky
Sky@TheSkayeth·
$BMNR is sitting on 4.3 million ETH at $19 a share. Ethereum held above $2,000 through four losing weeks, a war, and a Fed hold. If $ETH moves to $3,000 this cycle, that treasury is worth multiples of the current market cap. Nobody is watching this name.
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Jvlah
Jvlah@Jvlah1·
@TedPillows i always choose the wrong one ,so ETH .You guys get btc
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Ted
Ted@TedPillows·
$ETH or $BTC? If you have $1,000,000 to invest.
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Matheus Lonning
Matheus Lonning@mathlonning·
$TMDX down on a day where healthcare sector is up significantly is not a good sign. Stock still attempting to find a bottom. Late April, early trial data should be presented at the ISHLT conference. That could provide a spark.
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Jvlah
Jvlah@Jvlah1·
@JonahLupton @trade4investor mediocre flight data isnt helping either. If quarter ended with a bang,sentiment would be way better. Im fine with around 175+ mil rev though and hoping for a big q2
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Jonah Lupton
Jonah Lupton@JonahLupton·
Market probably punishing $TMDX for making bigger investments this year into R&D, OCS 2.0 trials, logistics, international expansion, etc which will compress margins by 200-300 bps... however these investments will allow $TMDX to build a bigger, better moat and reach their stated goal of 20,000 transplants in 2030 and 30,000 annual transplants in 2032. Market is being short sighted (as usual) and creating a great opportunity for long term shareholders to accumulate more shares. Quick math... $TMDX getting to 20k transplants in 2030 could be approx $1.85B revenues... net income margins could be hovering around 25%.. using a 32 P/E... $TMDX would be approx $400 per share.
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Value Research
Value Research@trade4investor·
$TMDX down hard over the past couple weeks with no real change in fundamentals. Market sees volatility. Strategics should see a platform: device + logistics + recurring revenue. Hard to believe $MDT $JNJ $ABT $BSX aren’t taking a serious look here. What am I missing?
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Driller
Driller@Driller562·
$TMDX is giving me hemorrhoids
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Jvlah
Jvlah@Jvlah1·
@mathlonning Lets just hope that everything goes along with the company's plan. If so,we are good and its just a matter of time to breakout.What concerns me is that maybe there is something off and we (as retailers) learn it/realise it late. Anwyays carefull with options
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Matheus Lonning
Matheus Lonning@mathlonning·
$TMDX short interest just under 26% of the float. It appears not much covering has taken place in the recent drawdown. It’s a matter of time. 5x ntm sales for a medtech company growing over 20% is unheard of.
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Beardo
Beardo@BeardoTrader·
Futures up nicely this morning $ES The bounce is finally here.
Beardo tweet media
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Jvlah
Jvlah@Jvlah1·
@seethisaccount Ποιο τραγουδι ειπε οτι ακουγαν?
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Fotis and Stuff
Fotis and Stuff@seethisaccount·
Καλά ρε, κάθε πρωί Bloody Hawk ακούτε; Γι' αυτό έχετε όλο νταλκάδες; #MasterChefGR
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Kodi (BMNR) 📌
Kodi (BMNR) 📌@SweatyKodi·
I still feel like the majority doesn’t know that Eightco invested in OpenAI. So let me repeat myself: “EIGHTCO IS THE ONLY PUBLICLY LISTED COMPANY THAT HAS DIRECT EXPOSURE TO OPENAI” with the support of BitMine Investment and @fundstrat @CathieDWood $ETH $BMNR $ORBS
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Polymarket
Polymarket@Polymarket·
BREAKING: Ethereum is now projected to lose its spot as the second largest cryptocurrency. 57% chance Ethereum is flipped this year. polymarket.com/event/eth-flip…
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Bitmine (NYSE-BMNR) $ETH
🧵 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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Jvlah
Jvlah@Jvlah1·
@AlexandraBok Λουξ υλικα αγαθα σε συνδυασμο με βολτα στην ερημο και παντιλικια σε αμμολοφους και budget normal,whynot
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Alexandra Van den Bok☘️
Alexandra Van den Bok☘️@AlexandraBok·
Ρε φίλοι δεν θα καταλάβω ποτέ ποιος και γτ θα ήθελε να πάει στο Dubai. Δλδ να έχεις τη δυνατότητα να πας ένα ταξίδι κι αντί να πας ξέρω γω μια Ισλανδία , νέα Ζηλανδία κάτι, επιλέγεις το Dubai? Με ποια λογική? 🙄🤷🏻‍♀️
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