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INSIGHTS:
Tom Lee is $7,835,804,931 underwater.
Still calling the bottom.
His track record demands respect.
JPMorgan. Late 1990s.
Sell on Nextel while clients were long.
"Everyone hates you until you're right."
He was hated. He was right.
2026: Same conviction. Different asset.
BitMine. Bottom call.
The most contrarian trade is always the loneliest one.
Until it isn't.
History only judges the outcome.
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🚨 THE BEARISH SIDE OF BITMINE $BMNR 13F FILINGS
Not every major institution added.
Some recognizable names cut exposure sharply in Q1:
🔹 JPMorgan: -89%
🔹 Fidelity/FMR: -84%
🔹 Goldman Sachs: -62%
🔹 Royal Bank of Canada: -39%
JPMorgan’s position is now just 223,728 shares.
Fidelity/FMR is down to 557,808 shares.
Both sides of the 13F data matter.
$BMNR

BMNR Bullz@BMNRBullz
🚨 TOM LEE WAS RIGHT WALL STREET IS BUYING BITMINE In the same quarter, multiple Tier-1 institutions materially increased exposure to BITMINE. 🔹 STIFEL +39% 🔹 CITIGROUP +542% 🔹 BLACKROCK +165% 🔹 BNY MELLON +497% 🔹 MORGAN STANLEY +25% 🔹 CHARLES SCHWAB +59% 🔹 ARK (CATHIE WOOD) +26% TOM @fundstrat called the bottom. Wall Street agrees. $BMNR $ETH
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@BMNRBullz I used to have every faith in Tom. Not any more.
Hoping for this Clarity Act to pass soon but even then the trust in $BMNR has gone. Shameless Tom.
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Quick Breakdown: mNAV for $BMNR (BitMine Immersion) as of Jan 1, 2026 🧵
mNAV = Market Cap ÷ Net Asset Value (mostly ETH holdings + cash)
Thoughts on $BMNR here? Bullish discount or trap? 👇 #CryptoStocks #ETH #BMNR
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@BitMNR is now using CESR, the composite ether staking rate, to benchmark its staking rewards program, the Made in America Validator Network (MAVAN).
By benchmarking to CESR, @fundstrat expects to earn >$1 million per day in staking rewards at scale. That's real revenue, and this is a conservative assumption.
Big day for #CESR, the composite ether staking rate, the definitive benchmark for #ethereum staking.
Big day for @QuatrefoilData, the company that administers it.
Congratulations to the Bitmine team for this important step forward.
prnewswire.com/news-releases/…

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🚨🚨 THIS WILL BLOW YOU AWAY.
The Democrats have filed a lawsuit against the USDA for trying to find out how many illegal aliens are receiving welfare benefits.
D.O.G.E.:
“This literally blew us away. We went there to find fraud, and we found this by accident.
We were like, what is this? In 2021, you see 270,000 people — it goes all the way up to 2.1 million in 2024. These are illegal aliens who are getting Social Security numbers.
The defaults in the system — from Social Security to all of the benefit programs — have been set to max inclusion, MAX PAY for these people, and minimum collection.
We found 1.3 million of them already on Medicaid, as an example. In every benefit program we reviewed, we found individuals from this particular group — about 5.5 million people — receiving benefits.
So we took a sample and looked at voter registration records, and we found people from this population registered to vote.
Yes — who did vote. We found they actually did vote.
I just want you to know this: the truly disturbing thing to me — the darkest thing about all this — is that the voter fraud is terrible.”
In other words: you’ve been Deceived. Robbed. Extorted. Blackmailed — and Betrayed.
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THIS IS NOT A JOB! IT'S JAIL!
Do whatever you have to in life to escape the rat race!
This is not living friends!
Michael Dell 🇺🇸@MichaelDell
Congratulations @jpmorgan on the opening of your new headquarters! 🎉🇺🇸🙏
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JEROME POWELL JUST NOW:
- The data is showing that the economy is largely where it was in September.
- The data before the shutdown suggests growth may be better than expected.
- Labor market weakness justified the September rate cut.
basically Powell is saying growth is decent and labor market is weak so rate cuts continue to be the path forward

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