JC
263 posts

JC
@LostInJava
Crypto-sleuth Tracking ETH Institutional Adoption Posts are for informational and educational purposes. Not financial advice.
Tham gia Temmuz 2011
851 Đang theo dõi943 Người theo dõi

I'm giving away my entire @openclaw architecture. Behind my $250k/month agency.
After weeks of building, I've dialled in the exact system that runs my business 24/7.
What's included:
• Memory folder structure (how to organize agent context)
• Cron job templates (daily briefs, meeting syncs, content automation)
• How to build a custom dashboard in @lovable
• API reference doc (so your agent never forgets its tools)
• Voice training method (85 posts to teach it your style)
• Supabase schema for dashboard connection
Comment "OS" and follow. I'll DM it to you.
P.S. This will probably blow up so give me some time to reply.

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@NoLimitGains Why can’t @grok find your post publicly saying to sell at 126k ? If you have this please show it to us
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@BlankYosef Thats a good idea. I don’t know how to implement it though
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@BitDigital_BTBT Please do another convertible note offering. You see how well the market responded. We all loved it. 🚀
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@SweatyKodi @TheEtherMachine @Nasdaq @NasdaqExchange @AK_EtherMachine @IPOEdge @jannarone Can't wait for this merger to close, end of november🤞
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@CloutedMind Dude. You didn't need to call me out like this. I have high social anxiety.
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Does $ETH go up or down off this news?
$BMNR
R A W S A L E R T S@rawsalerts
🚨#BREAKING: There are only 12 hours left until a US government shutdown takes effect if a deal is not been reached
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THE BILLION-DOLLAR CASH-FLOW OPPORTUNITY FOR $BMNR THAT NOBODY IS TALKING ABOUT
We all know that @fundstrat and $BMNR are well on their way to accumulating 5% of total $ETH supply. This week alone, $BMNR bought nearly $1B worth of $ETH, an incredible display of their speed, size, and liquidity.
Being the biggest and fastest $ETH DAT is the main reason for the premium-to-NAV that the market has assigned to $BMNR. However, there is another incredibly-powerful weapon in their arsenal that nobody is talking about: the cash-flow opportunity via staking.
The yield that can be generated by on-chain staking is a perfect representation of $ETH’s utility as an asset. Simply put, staking involves locking up a portion of your $ETH to help support the network’s security and operations by validating transactions. In doing this, you earn a yield on your staked $ETH, which can range from 3-5% APY depending on network activity. Further, there are additional protocols such as liquid re-staking that can earn additional yield. Crypto-native asset managers such as @ElectricCapital have discussed the potential of up to 9% APY when fully leveraging staking/re-staking/other DeFi protocols.
Why does this matter for $BMNR?
It’s simple — as far as we know, $BMNR has not begun staking their massive pile of $ETH yet, meaning the market isn’t pricing in the explosive cash-flow opportunity from putting their 6M $ETH to work on-chain, once their 5% goal is reached (not that they can’t start doing this sooner).
To illustrate the power of this opportunity, let’s say $BMNR owns 6M $ETH, trading at $10,000 per token. Now, let’s assume $BMNR can get a modest 4% APY from staking. The result?
$2.4B in cash flow from passive staking, all while bolstering network security, validating transactions, and serving as a benevolent entity to Ethereum as a whole.
What if $BMNR eventually owns 7M tokens when $ETH is trading at $60,000? What if $BMNR can deploy additional staking protocols to get 6% APY?
The result is a staggering $25.2B in cash flow for a business with immaterial operating costs.
Attach a 30x multiple to that, assume 700M shares outstanding, and you get a $BMNR share price of $1,080, a 2,060% increase from current levels.
Everyone is so focused on NAV right now that they are missing the unbelievable opportunity that exists for $BMNR to pull in billions in free cash flow, which they can use to buy more $ETH, do share buybacks, pay cash dividends, or acquire other DATs.
I believe this could be the most ferociously-accretive flywheel the capital markets have ever seen.
The crazy part is, this still is not priced in, and I believe this will easily justify a 2.25x+ mNAV on the $BMNR share price. @fundstrat is not only going to grow your $ETH per share, he’s also going to grow your earnings-per-share.
An aggressive re-rating might be just around the corner. $BMNR

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@RiskOnBobby @ETHZilla_ETHZ Okay, thanks. You're doing great work and appreciate the additional clarity.
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@LostInJava @ETHZilla_ETHZ i said converts but i meant warrants, sorry. the converts toggle on/off if/when share price exceeds strike
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$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET
Daily DAT Update (Wed 9/24/25):
No company-specific news but some DATs continue showing relative strength vs ETH and overall market beta. $SBET, for example, has outperformed ETH over the past four sessions and now trading at 1.03x mNAV, and also outperforming $BMNR 8% today. Volumes flat from yesterday at $2.6bn.

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@RiskOnBobby @ETHZilla_ETHZ Wait. Are you marking down the converts as debt and increasing the fully diluted share count for the same converts?
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@0xRyanDG @fabdarice @SERdotxyz @BitMNR It's a conflict of interest, right? BMNR wants ETH price to go up for the benefit of shareholders. And Ethereum community wants ...*checks notes*... ETH price to go up!
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@TheValueThinker At this pace, it's hard to believe how high this company can go. 10%+ of ETH supply, stablecoin standard, tokenized RWAs, and ETH AI agents transacting. Future looks very bright. Love your videos btw.
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@LostInJava Even more crazy! Imagine after 2-3 years and into the next bull. Give them the same time Strategy got and a lot of folks would be melting at $100 entry.
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$BMNR now already 56% volume of $MSTR in 4 months time.
The face melting 📈 ups have not even started yet.
Retail support with institutional muscle backing it is key here.
IPO Newsroom@IPONewsroom_
Here were the top 5 most liquid crypto treasury names from today - Blockworks 🥇 Strategy $MSTR: $6.86B (Amount of $$$ traded today) 🥈 Bitmine $BMNR: $3.91B 🥉 Sharplink $SBET: $509M
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