Jay Rey
595 posts
TOM LEE JUST SAID LIVE ON CNBC THAT BITCOIN AND CRYPTO BOTTOM IS IN AND ITS ABOUT TO GO PARABOLIC NOW 🚀
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@fundstrat I suspect, expect, assume, anticipate, presume, suppose, surmise, conjecture, believe, and predict that I’ll be a BMNR bag holder for many more months
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Even as S&P 500 $SPY reached all-time hit today, investors remain skeptical and sidelined:
- many said long war = long bear
- but stocks bottom on bad news not “good”
We expect leaders to be:
- crypto $ETH $BTC $BMNR
- MAG7/software $MAGS $IGV
Great speaking with @ScottWapnerCNBC on @CNBCClosingBell
@FundstratDirect @FundstratCap @BitMNR
CNBC's Closing Bell@CNBCClosingBell
To stocks have enough steam to keep running up? @fundstrat's Tom Lee weighs in: cnbc.com/video/2026/04/…
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TOM LEE AT PARIS BLOCKCHAIN WEEK
BITMINE already owns 4% of ETH supply. They expect to reach 5% this year.
But the bigger point is MAVAN.
BITMINE is already staking over $2B of other people’s crypto, including ETH, HYPERLIQUID, and SOLANA.
TOM LEE says MAVAN will be the largest single service staking operator in the world.
This is not just an ETH treasury.
It is a crypto yield business being built at massive scale.
🔹 4% of ETH already acquired
🔹 5% target this year
🔹 $2B+ external crypto already staked
🔹 $310M annual ETH yield at current holdings
$BMNR $ETH
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.@Grok is coming to Teslas in Europe
It can answer almost any question using real-time information & also add/edit navigation destinations to become your personal guide
Initially rolling out in
– UK
– Ireland
– Germany
– Switzerland
– Austria
– Italy
– France
– Portugal
– Spain
More to come
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@cryptomanran Tom is still eating steak 🥩 every night and sleeping ok as it’s not his money
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UNBELIEVABLE: Currently down $10bn for his shareholders and still has a FULL head of hair!
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@DAZNBoxing The next heavy weight champion of the world right there 🤪
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Jake Paul is looking quicker than ever ahead of his fight with Anthony Joshua 🤯
📹 via: mostvalueablepromotions IG
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Jay Rey retweetledi
@RSymonsLTD It's a road tax not a fuel tax is my understanding.
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Per mile charge even when I make my own fuel?
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@RSymonsLTD Well you are not paying tax on the electric you generate which you would if you had an electric bill from a supplier but also feel you should be able to use the roads for free when other road users have to through road tax and tax on fuel. You have had a good run.
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@fundstrat Scared to look at my broker account on a daily basis as my BMNR stock tanks every single day except Saturday and Sundays of course!
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The doubts about crypto are strongest at the lows, not the highs
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat
Bitcoin is a volatile asset. We first recommended Bitcoin to Fundstrat clients in 2017 (1%-2% allocation) - Bitcoin 2017 ~$1,000 Since then (past 8.5 years), $BTC: - 6 declines > -50% - 3 declines > - 75% 2025, Bitcoin 100x from our first recommendation TAKEAWAY: To have gained from that 100x Supercycle, one had to stomach existential moments to HODL WHY? Crypto prices are discounting a massive future. So doubts create volatility TODAY: We believe $ETH is embarking on that same Supercycle PS: The path higher is not a straight line HODL
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@sam_badawi @FilingsTracker He knows something. Somehow the timings make me skeptical on Tom Lee ethics😐
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After holding for a few months, Peter Thiel cut his $BMNR position in half, likely taking a loss on the sale.
And interestingly, based on the $ETH chart, he trimmed the position right around the same levels Ethereum was trading at back in July.
Sam Badawi@Sam_Badawi
$BMNR PETER THIEL BUYS 9% STAKE Recently filed for a 9.1% position in @fundstrat backed BitMine Technologies. The stock jumped up 14.5% AH.
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$ETH still 10% above the lows from two days ago.
$BMNR Nearing the lows from two days ago…
🤔
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Jay Rey retweetledi
Things that have happened since ETH was at $4,600:
• Ethereum L1 + L2 transaction volume hitting new all-time highs
• JPMorgan will accept $ETH as collateral by year-end
• SEC approved ETFs that stake ETH 🔥
• Tokenized gold reached record highs on Ethereum
• Fidelity launched a $200M tokenized fund on ETH
• BlackRock filed for its first Ethereum ETF
• The U.K. approved an Ethereum ETF 🇬🇧
•ETH gas fees hit near-record lows ($0.01 avg tx)
•Major banks now testing tokenized treasuries on Ethereum
•Institutions are openly calling ETH the “global settlement layer”
The fundamentals haven’t changed.
1 ETH = 1 $ETH / $BMNR
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