VisionaryBD

This is my thesis regarding my position in $BMNR. BMNR 2026 Prediction – Conservative vs Euphoria By mid–2026 BMNR is positioned to: 🟣 Hold ~6,000,000 ETH 🟣 Have ~650 million shares outstanding 🟣 Generate ~5% staking yield (~300,000 ETH/year) 🟣 Fully reinvest yield → accelerated treasury compounding 🟣 Operate with zero debt 🟣 Moonshot elements (not included in valuation): capital expansion, dividend strategy, possible ETH leverage. Adjusted NAV/share by 2026 (incl. yield compounding): 🔹 $6K ETH → $63–66 🔹 $8K ETH → $85–89 🔹 $10K ETH → $105–110 🔹 $15K ETH → $157–165 🟩 Conservative Case (2–5× NAV) 📍 $6K ETH → $125–330/share 📍 $8K ETH → $170–445/share 📍 $10K ETH → $210–550/share 📍 $15K ETH → $315–825/share 👈 This assumes BMNR stays near NAV-like valuation, even after ETH breaks ATH. 🚀 Euphoria Case (5–7× NAV) 📍 $6K ETH → $315–460/share 📍 $8K ETH → $425–620/share 📍 $10K ETH → $525–770/share 📍 $15K ETH → $785–1,155/share 👈 This reflects historical treasury dynamics (MSTR 2021). When ETH breaks ATH, market stops pricing what BMNR holds and starts pricing what their treasury becomes. BMNR isn’t a miner. It’s ETH accumulation with recursive yield acceleration. It’s not steps. It’s a slingshot. $BMNR $ETH @fundstrat @BMNRBullz @BitMNR

@TheTreasuryGoat Good buys!

I bought more shares in $ASST, $BMNR, $DFDV, $UPXI, $SRXH this morning

@Badie912 @Ashton_1nvests Love how bullish you are! I am riding this stock into euphoria and until i see other BMNR holders in their yachts.

@Ashton_1nvests $bmnr will rip faces off eoy

What’s a stock you believe in that the market completely disagrees with?

You should understand why they need room for future splits. If ETH goes where many expect over the next 10–15 years, the stock could be trading at $5,000+. At that point, splits aren’t optional — they’re necessary for liquidity and accessibility. This isn’t about today, it’s about positioning for where they’re going. But you don’t understand, because you don’t do your homework, so don’t even bother being invested in the company :).

@VisionaryBDV @SweatyKodi lol, you agreed to add more share 50Billion shares I guess they gonna do that at the end of the day If not, so what is the reason they don’t share the share amount today?

🚨 Bitmine just fully acquired Pier Two Holdings!!! (Aussie staking/infra team) They're folding into Bitmine "Made in America Validator Network," which aims to be the biggest institutional staking platform. Clean move. 🚀 $ETH $BMNR

@JustinM73976476 @SweatyKodi in 10 years, i think we will be around 2500 - 5000 $ / share, ofcourse it will be stocksplits until then, but if you count todays price. Trust me when ETH starts goint towards 8-9-10k, you will be very suprised how fast we reach 500 $.

@VisionaryBDV @SweatyKodi It needs ten years later 🤓

@Rainex116 @SweatyKodi Haha exactly!

@VisionaryBDV @SweatyKodi haha srsly. Enough news, we need the price action to follow

@cryiepto @SweatyKodi Ofcourse!

@VisionaryBDV @SweatyKodi Patience wins 🙂

@SweatyKodi I need a new lambo... and maybe a yacht haha!

@VisionaryBDV Yeah little frustrating!

@Nuni77488284133 @SweatyKodi they have almost their 5 % of all eth, they probably wont dilute more after that :).

@VisionaryBDV @SweatyKodi lol that ain’t going to happen they gonna raise the shares instead your investment won’t move up

I’m not at a stage where I need a job. I’m already building and running multiple businesses, and I’m doing well, thank you god. What I’m looking for isn’t employment, it’s alignment. A new chapter surrounded by people who understand how the world actually works, and who are serious about playing at a higher level. I don’t chase positions. I position myself where I belong and prove it by action, not by words on a computer screen. I also respect your style, letting your brother take the spotlight while you operate in the background. I’m wired the same way. I can step forward when needed, carry myself with class, but I know the real power is in how you move behind the scenes. I see things when poeple don´t and i can understand patterns, i look beyond what is infront of me and try too think a few steps ahead, just like chess. I understand that kind of loyalty. I have four brothers myself so I know exactly where that mindset comes from. If there’s an opportunity to prove myself, earn trust, and step into a circle of sharp, loyal, like-minded individuals I know I’m the right person. My drive is relentless, and my word is everything. Best Regards, B-D

I’m hiring. Won’t give the job description. Post underneath why you think you’re qualified to work for me. 2 positions available.

@Badie912 @AltcoinDaily The biggest and baddest of them all 😎

@AltcoinDaily Is $eth an alt?

The SEC just started altcoin season 👀

Tom Lee and Bitmine just made three moves at once. And they're all pointing the same direction. Here's what happened: Bitmine ($BMNR) led a $125M institutional funding round for Eightco ($ORBS) - their check was $75M. Eightco took $50M of those proceeds and used them to buy a stake in OpenAI. And while all this was being arranged, Bitmine quietly grew its $ETH holdings to 4,595,562. That's up from 4.53M ETH just one week ago. 65,000 ETH added in 7 days. Now stack all three together and you get one very clear read on what these guys are actually doing: They're not picking crypto vs. AI. They're betting on a world where the two converge - and using one to fund the other. Here's the full Bitmine snapshot right now: - 4,595,562 $ETH (up 65,000 in 7 days) - 196 $BTC - $1.2B in unencumbered cash - $200M stake in Beast Industries - $83M stake in Eightco ($ORBS) That last item is the sneaky important one. They didn't just hodl ETH. They used their crypto treasury to buy into the AI arms race at the private market level - via a mid-cap public ticker ($ORBS). Think of it like this: They stacked a war chest in ETH, then used it as a launchpad to bet on OpenAI before the rest of the market can. Sneaky smart.

@SuhaAmer @SaraAssaf Are you retarded ?

Well said Saleh Machnouk! With one exception: you forgot to state the most important fact of all: Iran/ Hizbullah are Israel’s bitches, just like Hamas, they were created and funded by Israel to provide the perfect opportunity for israel to expand and steal our land and now our natural resources! Hizbullah is a traitor!

A Lebanese message to the world: This is NOT OUR WAR 🇱🇧 By Saleh Machnouk

@gabz_investing Eth at 23k will put bmnr at 500$ minimum 😂

$ETH $2,300 $BMNR $23 When !? $ETH $23,000 $BMNR $230

@ghostmma55 @BMNRTracker @Sharplink Ofcourse. I agree, but in that case $SBET is at 100, $BMNR will probably be at 500-1000 😎. I hope both succeeds!

@VisionaryBDV @BMNRTracker @Sharplink If you are smart and product is good, it will all be good, $SBET is the future $100$+ stock. 🥂

$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

@ghostmma55 @BMNRTracker @Sharplink Being the smarter company does not always play out being the best move. Being the fastest and working in a rapid phase like BMNR is, that will be the best play.

@BMNRTracker Hahaha $SBET is the smarter company, more connected, when #ETH starts to rise, @Sharplink will be number 1 ETH player.

Being honest, as much of a beating we have had the past 15 months, nothing bothers me anymore. I have zero feelings left, I just dca in every big dip and eventually when the time comes, I’ll sell off in steps. We are just pawns in the big game of the ones who has the agenda going forward. Being patient and positioned will be rewarded, the rest will FOMO in later on while we take profits. Patience is 🔑!

@VisionaryBDV Easy teleport but the vibes feels like we are heading down. I mean that could also mean we bottom 🤣

🚨 Tom Lee on CNBC said this! Bitmine's stacking $50 to 100 million ETH every single week while sitting on $800 million cash right now. “At the right moment, they’re positioned for a MAJOR Ethereum buy that could shake supply hard” $ETH $BMNR

You must stand ground. You must maintain integrity. You fight back against lies. PIGEON

@Mystayor $pigeon

What will be the runner of march 👀 Penguin , punch what next I believe it has already been launched