wallstreetjester

@TedPillows Bed Bath and Beyond $BBBY

Okay, I'm buying this stock heavily today. My investment thesis on Substack is almost ready. Get ready. Stock starts with a "B".

How I feel with ETH and $BMNR running before I have my full position.

NEW: @HyperliquidX ANNOUNCES HIP-4 (OUTCOME MARKETS) WILL SUPPORT PERMISSIONLESS DEPLOYMENT IN A FUTURE NETWORK UPGRADE, FIRST ON TESTNET AND THEN ON MAINNET

@BlackCatAnon33 Yup.

@_wallstjester Yeah everyone hates it except me. I bet I’m t the only reply you get.

Am I missing something or is $ORBS a steal at this price?

Clarity Act or not, I have never been so confident investing long term in an asset class as crypto (namely Ethereum, with a sprinkle of Bitcoin and some alts). Think in years and decades, not weeks and months. We are still early. $BMNR

Pretty sure you can buy the dip on pretty much anything from ETH to BTC and go AFK until December 2027 to outperform

Wow, $HOOD is trying to get retail to do HELOCs for more market liquidity.

I don’t disagree. The losses are a headwind to stock price. We could very well be at a 1.0-1.2x mNAV if this was a pure DAT & stake model, but the losses offer a different valuation story dragging the price to a 0.8x mNAV. The thing with $BMNR is it has a core business and holding company that can generate losses (realized and unrealized) as it grows, beyond being marketed as an ETH DAT. Right now there is pain, but think about the flip side of things when the business improves and investment holdings are doing exceptionally well. It would theoretically trade at a high premium and not below NAV.

@_wallstjester except when they lose money on derivatives and options that is greater than their staking rewards. The last 10-Q may 31st 2026 is brutal for $BMNR

The market is treating DATs as if they’re a mature financial product. They’re not. They’re still a live experiment. Whether it’s Strategy, SBET, or $BMNR, the market is trying to answer the same question: What deserves a sustainable premium to digital asset NAV? Many investors assume the answer is simply “buy ETH, ETH goes up, stock goes up.” I don’t think it’s that simple. The durable flywheel will likely come from multiple forms of compounding: • The underlying digital asset appreciating. • A core operating business generating meaningful cash flow. • Investments and strategic capital allocation creating incremental value. • Opportunistic buybacks when shares trade at a material discount to intrinsic value. If that framework proves itself over several years, not quarters, the market may begin assigning structurally higher multiples. Until then, expect volatility and multiple compression. That’s the price of investing in a high-beta financial structure that’s still being price discovered. I have full faith in ETH and @fundstrat with Bitmine, and will continue buying.

I will just leave it here

@sayinshallah When CT become CI

Turning 30+ in crypto really makes you a terrible trader because you got real life problems to deal with and can’t be retarded enough to trade anymore

Wait, @fundstrat said 5% portfolio allocation to crypto? Totally misheard that as 50%. Oh well. $BMNR

I hope you all listened. ethereum:native

Crypto (excluding meme coins) has increasingly become an IQ test. The longer it takes someone to understand it and build conviction, the more signal that gives. The adoption curve has looked something like this: • 2009–2014: Visionaries & High IQ Criminals • 2016–2017: Early believers • 2020–2021: Post-QE adopters • 2022–2025: Six-figure BTC era • 2026+: Those finally recognizing it’s becoming a permanent asset class Every cycle, the opportunity gets more obvious. For me, it’s $ETH

@WarrenGRuffet @BitcoinAIGuy Do explain.

@BitcoinAIGuy @_wallstjester What happened to northern Virginia was not due to datacenters

New York is banning data centers Texas fixes this Few