JC
263 posts

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

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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@NoLimitGains Why can’t @grok find your post publicly saying to sell at 126k ? If you have this please show it to us
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@BlankYosef Thats a good idea. I don’t know how to implement it though
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@BitDigital_BTBT Please do another convertible note offering. You see how well the market responded. We all loved it. 🚀
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@SweatyKodi @TheEtherMachine @Nasdaq @NasdaqExchange @AK_EtherMachine @IPOEdge @jannarone Can't wait for this merger to close, end of november🤞
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@CloutedMind Dude. You didn't need to call me out like this. I have high social anxiety.
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Does $ETH go up or down off this news?
$BMNR
R A W S A L E R T S@rawsalerts
🚨#BREAKING: There are only 12 hours left until a US government shutdown takes effect if a deal is not been reached
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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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@RiskOnBobby @ETHZilla_ETHZ Okay, thanks. You're doing great work and appreciate the additional clarity.
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@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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$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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@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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@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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@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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@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 $100 entry.
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$BMNR now already 56% volume of $MSTR in 4 months time.
The face melting 📈 ups have not even started yet.
Retail support with institutional muscle backing it is key here.
IPO Newsroom@IPONewsroom_
Here were the top 5 most liquid crypto treasury names from today - Blockworks 🥇 Strategy $MSTR: $6.86B (Amount of $$$ traded today) 🥈 Bitmine $BMNR: $3.91B 🥉 Sharplink $SBET: $509M
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