Lord_realcommander

1/ BitMine provided its latest holdings update for July 20, 2026 $11.5 billion in total crypto + "moonshots": - 5,777,468 ETH at $1,879 per ETH per ETH (per @coinbase) - 207 Bitcoin (BTC) - $180 million stake in Beast Industries @MrBeast - $58 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and - total cash and marketable securities of $385 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link ⛓️ prnewswire.com/news-releases/…

Strategy has increased its USD Reserve by $225 million. As of 7/19/2026, we hodl ₿843,775 in our BTC Reserve and $3.2 billion in our USD Reserve. $MSTR $STRC strategy.com/press/strategy…

🤣

I still find it staggering that there are a few macro accounts and others here on x that are so desperate to call the top in the greatest technological discovery of all time. Even if they're right, where's it going to be in five or ten years? It's just all so pointless...the universe will continue to solve for output of intelligence per unit of energy regardless of the occasionally decoherence event. I remember the same in BTC and the same in NDX... it was all noise.

@_wallstjester except when they lose money on derivatives and options that is greater than their staking rewards. The last 10-Q may 31st 2026 is brutal for $BMNR

The market is treating DATs as if they’re a mature financial product. They’re not. They’re still a live experiment. Whether it’s Strategy, SBET, or $BMNR, the market is trying to answer the same question: What deserves a sustainable premium to digital asset NAV? Many investors assume the answer is simply “buy ETH, ETH goes up, stock goes up.” I don’t think it’s that simple. The durable flywheel will likely come from multiple forms of compounding: • The underlying digital asset appreciating. • A core operating business generating meaningful cash flow. • Investments and strategic capital allocation creating incremental value. • Opportunistic buybacks when shares trade at a material discount to intrinsic value. If that framework proves itself over several years, not quarters, the market may begin assigning structurally higher multiples. Until then, expect volatility and multiple compression. That’s the price of investing in a high-beta financial structure that’s still being price discovered. I have full faith in ETH and @fundstrat with Bitmine, and will continue buying.

I hope you all listened. ethereum:native

Easy reason $BMNR did not go up today. Look at the 10-Q... -92.1 million dollars of losses... derivatives and options.. the market knows.

Time for another video @TheValueThinker on $BMNR latest 10-Q?

We hope so!

This new Robinhood L2 chain may just be the beginning for ETH. Real catalysts come for 4 year cycle. ethereum:native

damn son, dont fight the bison!

Ethereum is entering a new phase: Organizations focused on infrastructure, go-to-market, and more are launching to accelerate the growth of the coming institutional supercycle. Here is what just happened in this new Ethereum era, and how @Sharplink is helping to drive it forward. 🧵

Bought 2500 more shares of $BMNR today bc I love pain! lol I still believe in @fundstrat. His predictions are about a year early, but I think he will be right eventually which makes us a lot of $ in the process. If not, well...I'll keep looking like an idiot on this one. No other way around it. It's a Hero or Zero trade at this point.

Voice is back! 😂 Reflecting on an incredible night in Mexico… 🦁🦁🦁

@OdoggBrox @danxtrades yeah each time they were above mnav 1 ... give me the evidence... I am a share holder and havent seen evidence they have ATM under mnav =1

@LRealcommander @danxtrades Accusations? heh just track the float the last few months.

$BMNR just announced the purchase of 42,197 $ETH worth $69M. They used about $28M from their existing cash balance, implying roughly $41M may have been raised through the ATM. I wasn’t expecting ATM issuance at these levels.

You are not ready for this biggest turnaround in $BMNR coming….! Back on YouTube today. Enough holidays. Brace yourself.

@danxtrades Show me the evidence they are selling below mnav= 1...

@OdoggBrox @danxtrades Accusations are easy.. Show me the evidence they are selling shares below mnav =1. They are getting money from of previous sales of prefers and if mnav goes above 1.. they do use the ATM.

@danxtrades You are spot on with this. Why sound confused then on why they are selling shares?

Looking at $BMNRs report they have close to a million unstaked. What are they doing with that million ETH? It it in the staking queue or are they doing something else with it? @fundstrat

1/ BitMine provided its latest holdings update for July 6, 2026 $11.1 billion in total crypto + "moonshots": - 5,742,237 ETH at $1,800 per ETH per ETH (per @coinbase) - 206 Bitcoin (BTC) - $180 million stake in Beast Industries @MrBeast - $71 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and - total cash and marketable securities of $527 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link ⛓️ prnewswire.com/news-releases/…