RTJ

796 posts

RTJ

RTJ

@RTJ160270

Katılım Haziran 2025
152 Takip Edilen115 Takipçiler
RTJ
RTJ@RTJ160270·
@realwolfofdubai Let us have a look at your overall position. The track record of the videos is so poor that your daytrading product cannot suddenly be magnificent. BMNR will track ETH and even Clarity Act seems to bring the price down. The fundamentals of ETH look weak.
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Wolf Of Dubai 💲
Wolf Of Dubai 💲@realwolfofdubai·
Clarity Act can bring $BMNR to All Time Highs ($100) So today's crypto dip (together with overall market) is A last GIFT.
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Wolf Of Dubai 💲
Wolf Of Dubai 💲@realwolfofdubai·
TOM LEE from $BMNR SCREAMS if this 1 Thing happens...
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RTJ@RTJ160270·
@BMNRTracker Too many theories around share buy backs, slowing down ETH purchases, Mr Beast investment etc citing how brilliant Tom Lee is, but forgetting that the company sits on a $7-8B loss due to poor timing. BMNR will move when ETH moves, up and down.
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
$BMNR MNAV = 0.94 NAV per share = $22.15 $BMNR $20.93 $ETH $2,257 Exhausting
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RTJ
RTJ@RTJ160270·
@realwolfofdubai That would be close to 90X or $1,800 per share and ETH at $150,000-180,000. It can’t climb $3,000 now. Let’s take two periods: last 5 years ETH has been trading at $1,800-4,900 back to $2,200 range and the last 6 months below $3,000. Clearly $1 Trillion is a Galaxy away.
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Wolf Of Dubai 💲
Wolf Of Dubai 💲@realwolfofdubai·
$BMNR will be a $1 Trillion company with 100 Employees
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RTJ
RTJ@RTJ160270·
@BMNRTracker Tom Lee sees it differently in every presentation he does. BMNR seems to outpeform ETH, although he cleverly picks the timeframes. Clearly BMNR cannot have outperformed ETH otherwise you don’t go from trading above MNAV to trading below MNAV.
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
“He bought a ton of $BMNR but no actual $ETH. Make $ETH go up 3% over the next month, but have $BMNR go down 8% during that same timeframe”
BMNR MNAV Tracker tweet media
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RTJ
RTJ@RTJ160270·
@TreeSwingn @BMNRTracker Yes would be nice to know. By now they must have earned between 90,000-140,000 ETH from staking, but this has not been reported anywhere. Q1 only $10M was reported as revenue.
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TreeSwing
TreeSwing@TreeSwingn·
@BMNRTracker Today is the lowest trading volume I have ever seen for $BMNR. Everyone waiting on Clarity Act
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
$BMNR announced in their most recent update that they have staked over 4,712,917 $ETH (91% of the whole treasury) This puts the annual staking yield over $300 million annually. Over $0.52 of yield per share annually. Hopefully, the team can announce more about MAVAN in the near future and we can learn about where the yield is going and what it will be used for.
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John A Daprano
John A Daprano@JDaprano·
@RTJ160270 @BMNRTracker Operating expenses are high, I'm confused with only having hardly any full time employees? I think there are under 10 employees.
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
A potential reason for decreasing the buys is due to a lower amount of liquidity. $BMNR was one of the top 50 most traded companies in the US back in October. It was still top 100 up until about 2 weeks ago. The last two updates, $BMNR has been closer to 150th in trading volume. Tom has said many times that “liquidity is the lifeblood of a DAT”. The amount of downward pressure the ATM would cause with lower liquidity would really hurt the stock price. This might be the reason why.
BMNR MNAV Tracker@BMNRTracker

$BMNR back in the top 150 in the US in terms of trading volume. It is good that we are still near $1 billion traded each day. Strong liquidity

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RTJ
RTJ@RTJ160270·
@jaketaylor_mlb @JDaprano @BMNRTracker Q1 operating expenses were $75M. See 10Q just reported. 2025 Operating Expenses $300M. So they are running $75M per quarter. Just read the 10Q.
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RTJ
RTJ@RTJ160270·
@LawrenceLepard Always very confident in her assessment but never truly reflective of performance. The famous 5 year target keeps moving to the future…..
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Lawrence Lepard, "fix the money, fix the world"
And yet she still appear regularly on CNBC and is honored at investment conferences. go figure.
The Assembly@InTheAssembly

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

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RTJ
RTJ@RTJ160270·
@KobeissiLetter Nice group of ordinary people trying to get inflation down…….or maybe only interested in their own wealth
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.
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RTJ
RTJ@RTJ160270·
@Han_Akamatsu Her results are always 5 years in the future. That timeline starts over and over again, but not many critical questions from CNBC or other reporters. The ideas and research is not bad, but the timing is way off and the sound bites are always around crazy predictions.
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Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
Cathie Woods estimated net worth is around $250M right now. $ARKK had an estimated revenue of up to $375M in a year, generated alone from that 0.75% fee they were taking. Laughable at best.
Stock Talk@stocktalkweekly

We’ve been in a historic tech bull market for the past 5 years & Cathie Wood’s flagship $ARKK fund is down -25% over that period. This is the same group that claims to be on the bleeding edge of next-gen technology research. One of the worst investors in history. Embarrassing.

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RTJ
RTJ@RTJ160270·
@realwolfofdubai You see the only thing that moves the price of BMNR is the price of ETH, nothing more. No share buy back announcement, no slow down in ETH purchases, no staking yield, no moon shots, no Tom Lee predictions. All of that must be clear by now after 6 months.
RTJ tweet media
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Wolf Of Dubai 💲
Wolf Of Dubai 💲@realwolfofdubai·
@RTJ160270 Wrong, they just want to get up the stock faster, will make a video about it today
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Wolf Of Dubai 💲
Wolf Of Dubai 💲@realwolfofdubai·
$BMNR ETH buys from 100k → 25k/week is HUGE ~$9B/yr less capital needed Dilution drops from ~97%/yr → ~24%/yr ATM selling pressure drops ~75% (~$47M/day → ~$12M/day) Staking income can cover $ETH purchase alone soon Per-share ETH compounds better with $ETH rally coming!
Bitmine (NYSE-BMNR) $ETH@BitMNR

🧵 1/ BitMine provided its latest holdings update for May 114, 2026 $13.1 billion in total crypto + "moonshots": - 5,206,790 ETH at $2,366 per ETH (@coinbase) - 201 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $88 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $775 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…

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RTJ@RTJ160270·
@realwolfofdubai Also staking income so far only shows on the weekly update but not in the actual ETH or cash balances. Secondly they have $300M in annum operating expenses that need to be paid as well. Last year $300M and Q1 $75M. Q1 revenue was only $10M.
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RTJ
RTJ@RTJ160270·
@realwolfofdubai The stock will only go up when ETH will go up. If ETH goes down, the stock will go down and they don’t influence ETH. The last 6 months are clear proof of that. They simply do not have the cash to buy the same amount of ETH and they cannot raise. That’s all there is to it.
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RTJ
RTJ@RTJ160270·
@fundstrat @mmmikema @BitMNR Hi Tom, where can we see the actual staking revenue? How much ETH has been added to the ETH balances by now? The weekly reports mention staking revenue but how much has actually been earned as this should be 90-120K in ETH by now? Is staking revenue net or only covering SG&A?
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RTJ
RTJ@RTJ160270·
@BMNRTracker @FunOfInvesting Can someone please explain where the proceeds from staking are? They should have earned 90-120K in ETH from staking by now. They report that they earn from staking but the results don’t show in either cash or in ETH balances. Why?
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BMNR MNAV Tracker
BMNR MNAV Tracker@BMNRTracker·
There are positives to both ways. 1. Drag it out and less ATM over the course of months allowing the stock to breathe and get back to trading at a significant premium to the NAV (1.10+) 2. Continue to ATM hard and get to 5% as soon as possible, and then let the stock breathe with no more ATM. It’s one or the other. Both can be good. I don’t know if there is a perfect way to do it with $ETH being 50% down from ATH’s. Either way there will be a day when we reach 5% and there will be no more ATM. I think the $775 million in cash is a good spot to be in regardless. It allows the company to continue buying while also not having to ATM weeks where we are down.
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Tevis
Tevis@FunOfInvesting·
$BMNR community can really be an echo chamber sometimes... $BMNR increases rate of purchases + increases dilution = great news, they can get to 5% faster! $BMNR decreases rate of purchases + decreases dilution = great news, they won't dilute as much! Like, I'm bullish on $BMNR too & think it'll do fine over time, but a ton of you guys are way too rigid on your stances.
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RTJ
RTJ@RTJ160270·
@FunOfInvesting BMNR lacks cash to buy the target 5% of ETH and currently cannot raise trading below MNAV. Tom Lee should just admit that and not give some vague statement about other opportunities and then predict ETH to reach 12,000 in 7 months. Honesty is sometimes missing in the reporting.
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RTJ
RTJ@RTJ160270·
@BMNRTracker Buying 100,000 at $2,200 makes a lot more sense than buying 100,000 at $12,000 (Tom Lee’s latest prediction). They simply lack the cash to continue. That is the real story, nothing smart or strategic about it. The last 6 months have proven their poor timing in buying ETH.
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