JC

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JC

JC

@LostInJava

Crypto-sleuth Tracking ETH Institutional Adoption Posts are for informational and educational purposes. Not financial advice.

Katılım Temmuz 2011
849 Takip Edilen942 Takipçiler
Jacob Klug
Jacob Klug@Jacobsklug·
I'm giving away my entire @openclaw architecture. Behind my $250k/month agency. After weeks of building, I've dialled in the exact system that runs my business 24/7. What's included: • Memory folder structure (how to organize agent context) • Cron job templates (daily briefs, meeting syncs, content automation) • How to build a custom dashboard in @lovable • API reference doc (so your agent never forgets its tools) • Voice training method (85 posts to teach it your style) • Supabase schema for dashboard connection Comment "OS" and follow. I'll DM it to you. P.S. This will probably blow up so give me some time to reply.
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NoLimit
NoLimit@NoLimitGains·
I made an insane amount of money with Bitcoin from 2023 to 2025. I publicly sold the exact top at $126K. I told you it would drop massively, and here we are. It’s all going according to plan. I’ll share an update very soon. I think we all know what happens next, right?
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JC@LostInJava·
@BitDigital_BTBT Please do another convertible note offering. You see how well the market responded. We all loved it. 🚀
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JC@LostInJava·
@CloutedMind Dude. You didn't need to call me out like this. I have high social anxiety.
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Clouted
Clouted@CloutedMind·
hey man i really admired the way you stood in the corner and didnt talk to anyone while getting drunk at the $1000 a ticket event your employer paid for you to go too respect
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JC@LostInJava·
@squabard Depends. Is the gov't shutting down the Ethereum network?
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
THE BILLION-DOLLAR CASH-FLOW OPPORTUNITY FOR $BMNR THAT NOBODY IS TALKING ABOUT We all know that @fundstrat and $BMNR are well on their way to accumulating 5% of total $ETH supply. This week alone, $BMNR bought nearly $1B worth of $ETH, an incredible display of their speed, size, and liquidity. Being the biggest and fastest $ETH DAT is the main reason for the premium-to-NAV that the market has assigned to $BMNR. However, there is another incredibly-powerful weapon in their arsenal that nobody is talking about: the cash-flow opportunity via staking. The yield that can be generated by on-chain staking is a perfect representation of $ETH’s utility as an asset. Simply put, staking involves locking up a portion of your $ETH to help support the network’s security and operations by validating transactions. In doing this, you earn a yield on your staked $ETH, which can range from 3-5% APY depending on network activity. Further, there are additional protocols such as liquid re-staking that can earn additional yield. Crypto-native asset managers such as @ElectricCapital have discussed the potential of up to 9% APY when fully leveraging staking/re-staking/other DeFi protocols. Why does this matter for $BMNR? It’s simple — as far as we know, $BMNR has not begun staking their massive pile of $ETH yet, meaning the market isn’t pricing in the explosive cash-flow opportunity from putting their 6M $ETH to work on-chain, once their 5% goal is reached (not that they can’t start doing this sooner). To illustrate the power of this opportunity, let’s say $BMNR owns 6M $ETH, trading at $10,000 per token. Now, let’s assume $BMNR can get a modest 4% APY from staking. The result? $2.4B in cash flow from passive staking, all while bolstering network security, validating transactions, and serving as a benevolent entity to Ethereum as a whole. What if $BMNR eventually owns 7M tokens when $ETH is trading at $60,000? What if $BMNR can deploy additional staking protocols to get 6% APY? The result is a staggering $25.2B in cash flow for a business with immaterial operating costs. Attach a 30x multiple to that, assume 700M shares outstanding, and you get a $BMNR share price of $1,080, a 2,060% increase from current levels. Everyone is so focused on NAV right now that they are missing the unbelievable opportunity that exists for $BMNR to pull in billions in free cash flow, which they can use to buy more $ETH, do share buybacks, pay cash dividends, or acquire other DATs. I believe this could be the most ferociously-accretive flywheel the capital markets have ever seen. The crazy part is, this still is not priced in, and I believe this will easily justify a 2.25x+ mNAV on the $BMNR share price. @fundstrat is not only going to grow your $ETH per share, he’s also going to grow your earnings-per-share. An aggressive re-rating might be just around the corner. $BMNR
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JC
JC@LostInJava·
@CloutedMind I'm out of the loop, when's the next ESPN and size?
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Clouted
Clouted@CloutedMind·
btw coins are going to go much higher nothing really matters anymore assets will just melt up crypto will outperform because of usual markets being markets with risk/size etc literally nothing changes see you guys higher
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Ricky
Ricky@RiskOnBobby·
@LostInJava @ETHZilla_ETHZ i said converts but i meant warrants, sorry. the converts toggle on/off if/when share price exceeds strike
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Ricky
Ricky@RiskOnBobby·
$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 9/24/25): No company-specific news but some DATs continue showing relative strength vs ETH and overall market beta. $SBET, for example, has outperformed ETH over the past four sessions and now trading at 1.03x mNAV, and also outperforming $BMNR 8% today. Volumes flat from yesterday at $2.6bn.
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JC@LostInJava·
@RiskOnBobby @ETHZilla_ETHZ Wait. Are you marking down the converts as debt and increasing the fully diluted share count for the same converts?
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JC@LostInJava·
@CloutedMind Are you launching 1000x STRAT perps?
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Clouted@CloutedMind·
i think we need more high risk defi
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JC@LostInJava·
@0xRyanDG @fabdarice @SERdotxyz @BitMNR It's a conflict of interest, right? BMNR wants ETH price to go up for the benefit of shareholders. And Ethereum community wants ...*checks notes*... ETH price to go up!
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JC
JC@LostInJava·
@TheValueThinker At this pace, it's hard to believe how high this company can go. 10%+ of ETH supply, stablecoin standard, tokenized RWAs, and ETH AI agents transacting. Future looks very bright. Love your videos btw.
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Collin
Collin@TheValueThinker·
@LostInJava Even more crazy! Imagine after 2-3 years and into the next bull. Give them the same time Strategy got and a lot of folks would be melting at $100 entry.
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JC
JC@LostInJava·
@squabard You are a blessed man and deserve all the riches @bitmnr brings you.
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John Mogafee
John Mogafee@squabard·
“John is so crazy” at $60 $BMNR “John is good but no way we hit $1,000” at $100 Bmnr “Holy cow…. John was so close on his $1,000 prediction” at $250 Bmnr “Oh my gosh…. John is RICHHHHHHHHHH!” At $1,000 Bmnr It’s going to happen - John
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