John A Daprano

1.1K posts

John A Daprano

John A Daprano

@JDaprano

Normal dude who’s been working in the banking industry underwriting CRE for 25 years.

เข้าร่วม Temmuz 2012
330 กำลังติดตาม277 ผู้ติดตาม
John A Daprano
John A Daprano@JDaprano·
@Eljinkay @TedPillows You think share price is going up while BMNR still needs to ATM to hit 5%? Any pump or mini rally in ETH gets ATMed immediately by diluting BMNR. You honestly think mNAV is going to climb above 1.00 anytime soon in the next 8-12 months? 50 billion shares. You’re delusional.
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Ted
Ted@TedPillows·
My $ETH quant Tom Lee talking at Paris Blockchain Week 🇫🇷
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BMNR Bullz
BMNR Bullz@BMNRBullz·
$BMNR JUST RELEASED ITS 10-Q. The filing states Bitmine had 537,628,819 shares outstanding as of April 13. That matters because this is the denominator for the updated mNAV. Using the latest reported treasury figures and the new 10-Q share count: 🔹 ETH: $2,325.65 🔹 BMNR: $21.63 🔹 NAV per share: ~$22.98 🔹 mNAV: ~0.94x That means Bitmine is trading below the value of its underlying holdings based on the updated 10-Q share count. $BMNR $ETH See Bitmine's 10-Q below sec.gov/ix?doc=/Archiv…
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BMNR Bullz@BMNRBullz

🚨 JUST IN: TOM LEE AND BITMINE NOW OWN OVER 4% OF ETHEREUM Bitmine just added ~71,000 ETH this week. Here are the updated holdings: 🔹 198 BTC 🔹 $719M cash 🔹 $85M ORBS stake 🔹 $200M Beast stake 🔹 4,874,858 ETH $ETH $BMNR

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John A Daprano
John A Daprano@JDaprano·
@BMNRBullz The problem with a potential crypto run is the immediate pullback on any small negative news. I’m not sure we’ll have such good conditions as we do now for crypto.
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BMNR Bullz
BMNR Bullz@BMNRBullz·
@JDaprano Possibly because people are selling for stocks that are running. If crypto get a proper run we'll be fine
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BMNR Bullz
BMNR Bullz@BMNRBullz·
💥 HUGE NEWS: 🇺🇸 White House crypto adviser PATRICK WITT says the CLARITY Act’s biggest blocker appears to be cleared. The main fight was stablecoin yield. That hurdle now looks resolved. The bill is not passed yet. But momentum just shifted.
BMNR Bullz tweet mediaBMNR Bullz tweet media
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Doctor Profit 🇨🇭
Doctor Profit 🇨🇭@DrProfitCrypto·
#Bitcoin: It only took some few percent in upside move to trick people that go insane again. I see people saying a new ATH is coming while other calling the bottom was in. And yet most don’t realize that BTC is heading to 40-50k in the coming months!
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Brian Armstrong
Brian Armstrong@brian_armstrong·
Aging is arguably the root cause of most major diseases. Our cells lose function as we age, allowing various conditions to manifest, which is why most major diseases correlate with age. Yes, it is more complex than this, but this is a major component. @newlimit is working on treating a root cause of disease (aging) using epigenetic reprogramming.
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John A Daprano
John A Daprano@JDaprano·
@TokenizedDollar This is so misleading. Apr 2025 is when Trump started to threaten Tariff's and began manipulating markets. I remember days where the market dropped over 1000 points on several occasions. In the last 8 months or ATH ETH has gotten crushed, down 52%. Cherry picking dates is easy.
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Digital Oil
Digital Oil@TokenizedDollar·
$ETH is now up +50% in the last year. Setting up the best long term chart I have ever seen! It’s beautiful!
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John A Daprano
John A Daprano@JDaprano·
@ironman20054 @SatoshiFlipper That's awesome! Unfortunately I kept waiting for the next "positive event" that Tom continued to pitch on CNBC to send it through the roof and continued to hold. Fingers Crossed!
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ironman2005
ironman2005@ironman20054·
@JDaprano @SatoshiFlipper It will be fine. I got lucky sold most around 70.00 started buying at 30.00 again all the way down to 18.00. I’m green finally as of today. Id be happy to add more on red.
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Satoshi Flipper
Satoshi Flipper@SatoshiFlipper·
Tom Lee's conviction in Ethereum will be written about in Harvard business cases for years to come
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John A Daprano
John A Daprano@JDaprano·
@ironman20054 @SatoshiFlipper Trust me I hope I'm wrong and BMNR skyrockets. I started buying BMNR back in August 2025. Its been a rough 8 months. But we're still below a 1.00x mNAV. Even with this fantastic rally were having today.
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John A Daprano
John A Daprano@JDaprano·
@suki45 @TomLeeTracker @BMNRTracker @BitMNR @SweatyKodi Honestly I’m not sure, I do know every time I express frustration with stock performance I get aggressive pushback. I get it’s not just an ETH DAT, but we’re ~51% of tonight’s ETH spike! Q1 report will be interesting. Also, it’d be nice to have honest dialog re investor concerns.
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John A Daprano
John A Daprano@JDaprano·
@BMNRTracker Still below 1.00 mNAV. Not sure why it’s so low. Feel like BMNR should be at $22.68/share. A lot of investors are loosing faith, unfortunately.
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amit
amit@amitisinvesting·
so… the debate is over right? $NBIS is the best neocloud out there? is it still even a question or has Nebius officially won? stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal… i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud debate is done? are they the single best one out of the entire batch of neoclouds? +8%
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SamAlτcoin.eth ☀️
SamAlτcoin.eth ☀️@SAMALTCOIN_ETH·
$BMNR just hit 4% of ALL $ETH Largest holder on earth. 5% incoming. 🤘
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John A Daprano
John A Daprano@JDaprano·
@Cointelegraph This guy really doesn't care about getting the Clarity Act passed. It's non-stop posts for attention for self promotion. Get Clarity passed already @SenLummis and stop BS'ing the crypto community. So annoying.
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Cointelegraph
Cointelegraph@Cointelegraph·
🔥 LUMMIS: America needs Clarity.
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John A Daprano
John A Daprano@JDaprano·
@SenLummis Seriously Senator, stop posting daily about the Clarity Act and just get it done already. These posts are exhausting.
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