TSY22

@BMNRRetail @BitMNR Exactly. We are not asking much

@MrTonyYew @BitMNR An inch of communication would daylight into a mile of confidence.

🧵 1/ Bitmine released its July Chairman's Message titled "ETH is the Cure for the Uncanny Valley of Wealth" - Two exponential tailwinds for Ethereum - The crypto headwinds of 2026 are ending - Bitmine primed for next bull cycle Link youtube.com/watch?v=72Wb6s…

@coinbureau But spent all on GA

⚡️NEW: Tom Lee-led BitMine says Ethereum staking generated 98% of its quarterly revenue. $ETH staking brought in $45.7 million of BitMine’s $46.5 million total revenue for the quarter ended May 31, up from $2.05 million a year earlier.

@BitMNR Up*

@BitMNR Rather disappointing. The management chose to ignore all the concerns raised by Investors The stock price could have easily recovered 5-10% if they address the FUD rather than continue to sugarcoat it. What is the point to say the price for bmnp has gone down and ignore bmnr/eth

@BuyTheDiplo Or do you think that tom lee simply wanna get his paycheck after hitting 5%

Everyone in $BMNR is asking the same thing this morning: Why am I down? Is this Tom Lee’s fault? Why is $SBET buying back shares while BMNR just sits here? Here’s the clean read. BMNR is not trading like a normal ETH proxy anymore. It’s trading like the market is putting the entire ETH treasury model on trial. BMNR holds: 5.70M $ETH 4.879M ETH staked 206 BTC $555M cash/marketable securities ~4.7% of all ETH supply 94% of the way to the 5% target That part is real. The issue is not “do they own ETH?” They clearly do. The issue is: What is one BMNR share actually worth? It’s closer to the low-0.8x mNAV range live-adjusted with ETH down here. Still a discount. But not a free-money fantasy. And that discount exists for a reason. The market is scared of 3 things: $ETH keeps falling BMNR keeps issuing/diluting Management does not defend NAV when the stock trades below it That’s the entire bear case. Tom Lee is not the reason ETH is down. ETH is down because ETF flows are weak, ETH/BTC is ugly, burn is weak, and the market is questioning ETH value capture. But Tom Lee does control the part BMNR holders care about: Capital allocation. When BMNR traded at a premium, issuing shares to buy ETH was accretive. That was the playbook. Sell expensive equity. Buy ETH. Increase ETH per share. But when BMNR trades below NAV, the playbook changes. Below NAV, buybacks become accretive. That is why $SBET buying back stock matters. SharpLink just bought back over 2.1M shares and has repurchased over 4M shares total. That sends a message: “We think our stock is too cheap.” BMNR already has a $4B buyback authorization. The market does not need another speech. It needs proof. If BMNR is truly below intrinsic value, show it. Buy back stock. Slow dilution. Defend ETH per share. That is how trust comes back. My read: BMNR is down because the premium collapsed, ETH fell, and investors no longer trust automatic dilution as “accretive.” That does not mean the thesis is dead. It means the thesis has entered the prove-it phase. The bull case is still obvious: If ETH stabilizes, BMNR trades back toward NAV, and management uses buybacks intelligently, the equity can move violently. The bear case is also obvious: If ETH breaks lower and BMNR keeps acting like dilution is the only button on the keyboard, the discount can stay ugly. So the question is not: “Is Tom Lee right about ETH?” The question is: “Will BMNR protect ETH per share now that the stock trades below NAV?” That is the whole stock. Above NAV: issue and accumulate. Below NAV: buy back and defend. If they do that, this can bottom. If they don’t, the market will keep punishing them.

@TomLeeTracker Haters gonna hate whatever tom lee does. He could have completed 5% asap and get his pay check. Does it deserve a second thought?

🚨 TOM LEE SAYS BITMINE IS GOING TO SLOW DOWN “Gonna slow down our pace of buying… because there’s other things to be doing in crypto right now.”

@TedPillows Haha. Regardless how, you always manage to buy at bottom. Billionaire ted

Our $BTC short will be epic. For all the haters, reply below ✌️

@TedPillows Yes but would be surprised if to know you bought at bottom again 😜

In the 2014 bear market, $BTC had 10 red monthly candles before the bottom. In the 2018 bear market, Bitcoin had 9 red monthly candles before the bottom. In the 2022 bear market, BTC had 9 red monthly candles before the bottom. In the 2026 bear market, BTC has only 5 red monthly candles so far. Do you really think the bottom is in?

@inversorlocos @Badie912 @fundstrat You have been everywhere commenting bmnr. Are you okay?

Monday $bmnr projections $bmnr needs approximately 956,046 more ETH, which would cost about $2.39 billion at an average buy price of $2,500 per ETH. $bmnr has $940 million cash We only need $1.45 billion more and the atm will be off forever. My projections have us hitting 5% in 9-10 weeks (June 29th) Here’s the exact breakdown (using the current Ethereum total supply of 120,688,631. Target holdings for 5% 120,688,631 ETH = 6,034,431.55 Current holdings :5,078,386 ETH. Additional ETH quantity needed: 6,034,431.55 − 5,078,386 = 956,045.55 Dollar cost at $2,500 average buy price per ETH:956,045.55 ETH × $2,500 = $2,390,113,887.50

@Param_eth And first million is from eth

I'm an ETH Maxi. All my money is in ETH. I'm a developer on the Ethereum chain. Solidity was my very first programming language. My first scan was etherscan. My first gas fees was in ETH My first smart contract was deployed on the Ethereum blockchain. My first payout in USDC on ETH My first wallet hack on Ethereum. My life is deployed on the Ethereum blockchain.

@Jackson59994888 @Micro2Macr0 @ethereum Even if so still better than a keyboard warrior

@Micro2Macr0 @ethereum Bmnr is a pos stock and run by a clown.

After consolidating next to peak volumes (1) for the last 4 months. As well as the 100 and 200 weekly moving averages (2), $BMNR has finally broken out above the 1 year old resistance line (3), and clearly found support on the Weekly RSI (4). If @Ethereum can hit $10,000-$15,000 this year, BMNR should be able to give you a 2-2.5 x that return when you factor in the amount they own, the ability to operate off of a premium in the future, and the revenue generated for staking. NOTE - The only thing that would sweeten the pot SIGNIFICANTLY, would be a preferred offering like that of $STRC with $MSTR. @fundstrat

@hoodrichcapita1 @BRunner2040 @Micro2Macr0 @ethereum Other people just don't understand this. And Eth is more deflationary than BTC

@BRunner2040 @Micro2Macr0 @ethereum eth is deflationary

@fthegurus @TedPillows 🤣

@TedPillows ETH is the biggest shitcoin out there. Stick to BTC and you will be fine. x.com/fthegurus/stat…

Ethereum Treasury companies are showing some strength now. This doesn't mean they have bottomed but could definitely bring some buying pressure into $ETH. After that, both ETH and Treasury companies will go to new lows.

@WallStreet0Name Bmnr

我自己选了几个，你们参考 ai龙头英伟达今年必买，但是目前刚破位，还没到买点，不急。 存储mu美光，未来人手一个agent，记忆肯定要储存的，刚经历一波去年开始的主升浪结束，现在跟随美股周期下跌，还没到买点。 coinbase，币圈交易所，赌场必买，熊市后期交易量减少盈利减少，估值会下跌，没到买点。 crcl，稳定币赌万物，agent未来使用稳定币交易，跌幅到位了，我60买过了，130也没卖，底仓不动，如果今年10月还是这个价格区间，针对crcl的仓位打满，如果复刻coin跌了90%，30的价格打满。 mstr，杠杆比特币，我目前很认可Saylor这个人，他不会卖币的，还债周期还没到不怕他爆雷，110刀买过了底仓，如果59.9，加仓，如果今年10月还是这个价格区间，针对mstr的仓位打满。 然后就是比特币现货，我也有自己的心理价位和时间。 我还能买什么美股？我美股上其实是小白，你们多推荐推荐

@TedPillows You called bottom last week and said all in. Asked to subscribe to follow. So did you go all in last week?

People sometimes label me a perma bear, but I see myself as realistic and honest. I exited $ETH around $4,700–$4,900, and many followers copied me. I’ll let you know when I decide to go all in again.

@BMNRTracker I like the idea but why don't sbet sell directly at open market to get 200mil more?

$BMNR needs to buy 1.5 million $ETH to reach the 5% goal. $BMNR has $1.2 billion in cash. $SBET owns 869,154 $ETH and trades at a discount to their NAV (0.84 mNAV). $SBET current market cap is $1.6 billion. It currently costs $1.83 billion to buy 869,154 $ETH at the currently price ($2,115). I would not be shocked if $BMNR was raising all this cash to acquire $SBET. They could potentially get a $200 million discount (although they would likely have to pay more to buy them out). The main reason to do it though would be to take a competitor for liquidity off the market. $BMNR would likely trade at a higher volume with a higher mNAV if they didn’t have to compete with $SBET. Just thinking out loud. I would certainly approve of this move

@TheSkayeth Holding a few begs now. Can't wait

Nobody talks about $BMNR because it's small and weird. But they're holding 4.3M ETH in their treasury. If $ETH doubles from here, $BMNR doesn't just go up... the math gets absurd. That's the kind of asymmetry I look for. I'm patient with this one.

@TedPillows Eth is the ticker

I’ve been watching RWAs closely this year. And the growth is getting hard to ignore. RWAs on $ETH just crossed $15B. That’s more than 3x growth in a single year. What’s driving it? Tokenized funds. Mainly short-duration U.S. Treasuries and money market-style products, real cash management moving onchain. Tokenized gold scaled aggressively. Tether Gold grew from roughly $500M to $2.7B. Paxos Gold climbed to around $2.3B. Gold alone added over $4B in new onchain value. Treasury products exploded. Ondo USDY, BlackRock BUIDL, Janus Henderson, Superstate, WisdomTree, many posting triple to four-digit growth. This is no longer pilots or experiments. Institutions are allocating real capital. New yield products like Syrup USDC and USDT scaled to ~$2.3B combined almost instantly. Why does this work? Because idle stablecoins now generate yield. Because these assets plug directly into DeFi as collateral. Because settlement is transparent and programmable. Ethereum still holds around 60% of the RWA market. Stablecoins on Ethereum alone exceed $160B. RWAs at $15B are still small relative to that base. If this is one of the fastest-growing sectors in crypto and we’re still this early… Are you really bullish on RWAs?

@TJTheWheelDeal Taking the bus is a big lie. Lol

I’m bored on a bus ride back to hotel. Let’s play a game. 2 truths and a lie. My wife slid into my DM’s first!! SOFI has been my biggest winner in my career thus far. BMNR is my biggest loser. Which are the 2 truths and which is a lie?

@TedPillows Eth all in

Seriously what would you do with $100,000. Invest in $ETH or $BTC?