Traded ValueDay 7 - My Investment Diary
Operations: holding $BitMine Immersion Tech(BMNR.US) puts.
Insights: $BitMine Immersion Tech(BMNR.US) is the “$Berkshire Hathaway(BRK.A.US) of blockchain” — a balance-sheet beast holding 4.16M ETH (3.45% of supply) + $1B cash ($14B total assets as of Jan 2026), trading at/near NAV (~$31/share).
Core thesis: it's buying more ETH accretively toward a 5% supply goal, stake it all via their MAVAN network for ~$374M+ annual yield, and sprinkle in “moonshot” bets (e.g., $200M in MrBeast’s company). It’s cheap ETH exposure plus staking income + smart capital allocation for long-term Ethereum infrastructure upside.
Risks: ETH volatility, share dilution, execution.
@Bridge Buzz SG
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
