---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/34138491.md"
description: "Thanks @StockPro Administration, I've applied for BMNR StockPro. I firmly believe AI and Crypto will be the biggest Alpha opportunities in the coming years. Personally, I prefer the ecosystem narrative, so I'm more inclined towards ETH. I've done extensive research over the past period, expanding my cognitive boundaries, and I've thoroughly enjoyed this learning process.Friends who want to understand ETH and DAT companies' business models can refer to this collection: https://longportapp.cn/zh-CN/collections/200216I see last year's PLTR in BMNR - severe long-short divergence, an unusual CEO, high retail community enthusiasm, and a leading position that's in a league of its own within the industry.ETH itself is more volatile than BTC, and ETH's DAT companies take volatility to another level. Wishing everyone an enjoyable journey while managing risks well, waiting for the ecosystem narrative to blossom.Questions about crypto stocks are welcome in the comments - I'll do my best to answer.$BitMine Immersion Tech(BMNR.US)"
datetime: "2025-09-17T08:26:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34138491.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34138491.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34138491.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# Thanks @StockPro Administration, I've applied …


### Related Stocks

- [BMNR.US](https://longbridge.com/en/quote/BMNR.US.md)
- [MARA.US](https://longbridge.com/en/quote/MARA.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [ETHA.US](https://longbridge.com/en/quote/ETHA.US.md)
- [CLSK.US](https://longbridge.com/en/quote/CLSK.US.md)
- [BMNRD.US](https://longbridge.com/en/quote/BMNRD.US.md)

## Comments (254)

- **20%追光者 · 2025-09-19T20:44:36.000Z**: Uncle, I'd like to hear your thoughts on crypto stocks and crypto ETFs. My understanding is that crypto stocks are leveraged crypto.
  - **lyhalfway** (2025-09-20T02:45:05.000Z): I shared an article by Xiao Feng about this issue in a previous post, you can try to find it
- **幻影刺客 · 2025-09-18T08:47:13.000Z**: What does the term "chain" mean in the crypto world? Is it similar to an exchange platform?
- **ee的e · 2025-09-17T22:43:38.000Z**: Thanks to Uncle Yaren for the constant massage, I resisted the urge to sell at a loss.
- **XYZ_50 · 2025-09-17T17:32:03.000Z**: StockPro, what do you think about the competition between ETH, SOL, and other cryptocurrencies? Currently, SOL is indeed developing very fast.
  - **lyhalfway** (2025-09-18T01:36:12.000Z): We can think about this issue from another perspective. Given that the biggest trend opportunity for Crypto in the future is the on-chain transformation of traditional finance, what should we focus on
- **pocoyo · 2025-09-17T17:22:26.000Z**: Did you reduce your long call position tonight?
  - **lyhalfway** (2025-09-18T01:36:29.000Z): No, still holding
- **柏莱塔92 · 2025-09-17T16:59:34.000Z**: Crypto still depends on BTC, stocks are just a sideshow.
- **人送外号川渝美食家 · 2025-09-17T16:45:04.000Z · 👍 2**: Strongly agree that the most important things in the next few years are AI and cryptoAI application opportunities may be greater than infrastructure, look at PLTR and Tesla, GoogleFor crypto, look at MSTR and BMNRWant to know the ranking of these brothers? Or any better recommendations?
  - **lyhalfway** (2025-09-17T23:53:28.000Z): I also believe that the opportunities in AI applications are greater than in infrastructure, because the scale effect and diminishing marginal returns at the application layer can allow leading compan
  - **人送外号川渝美食家** (2025-09-18T01:49:24.000Z): Thank you for your detailed reply! The logic is clear and well-founded, very inspiring. Good people will prosper for life 😁
- **孟繁軒 · 2025-09-17T15:57:57.000Z**: What is this? I don't understand.
- **大宇投资笔记 · 2025-09-17T15:33:36.000Z · 👍 1**: Congratulations, bro
- **Determined · 2025-09-17T15:31:21.000Z · 👍 1**: Well-deserved!
- **布道 · 2025-09-17T15:11:33.000Z**: How to withdraw from Yu'ebao
  - **股主管理局** (2025-09-17T15:32:17.000Z): Assets page - "All functions" button in the middle - Yuebao Tong, after entering, select to sell the held funds to redeem.
- **Anthealing · 2025-09-17T14:46:57.000Z**: Following Uncle Yaren's advice to hold onto BMNR firmly since early August 🙏 May I ask which platforms you usually check for information?
  - **lyhalfway** (2025-09-17T14:51:46.000Z): For timely information, check X. For in-depth analysis, go to primary sources. There are many great podcasts now. I'll take some time to organize and share recommendations with everyone.
  - **股主管理局** (2025-09-17T15:33:21.000Z): Turn on Uncle Yaren's special follow-up reminder🔔🤣
- **AiBei · 2025-09-17T14:40:23.000Z**: Observe and learn
- **想要-做到-得到 · 2025-09-17T14:03:50.000Z**: Bro L, I want to ask if it's a good time to buy now? Originally bought at 46 and planned not to sell. But yesterday I tried grid trading for the first time, and it sold for me. Then this morning I bought back half, and now I don't know what to do with the remaining half. Please advise.
  - **lyhalfway** (2025-09-17T14:31:19.000Z): Wait for the interest rate cut decision tonight
  - **想要-做到-得到** (2025-09-17T14:33:03.000Z): Okay
- **ns5ei3听夏雨 · 2025-09-17T13:53:46.000Z**: Boss, how much do you see after the interest rate cut? At what price do you start to exit gradually?
  - **lyhalfway** (2025-09-17T14:31:04.000Z): I will get BMNR to achieve 5% of ETH share, and will not exit before that
  - **ns5ei3听夏雨** (2025-09-17T14:40:12.000Z): What is the current share of eth?
  - **lyhalfway** (2025-09-17T14:42:02.000Z): Approaching 1.8%, still 3.8 million short
- **美式咖啡 · 2025-09-17T13:52:35.000Z · 👍 1**: Thanks for the high-quality content, bro. It would be even better if there was a tipping feature. I'd be willing to pay to encourage more experts to share@Longbridge小喬
  - **股主管理局** (2025-09-17T15:35:03.000Z): Thank you for your suggestion, we will consider it. Meeting everyone on the same platform is already a fortune.
- **看空不做空—蓝迪 · 2025-09-17T13:50:58.000Z**: Can we open a position tonight? I had already liquidated all positions before, but didn't expect to liquidate at almost the lowest point!
  - **lyhalfway** (2025-09-17T14:30:27.000Z): Wait for the direction of the interest rate cut decision
  - **看空不做空—蓝迪** (2025-09-17T14:39:21.000Z): 🫡
- **小韭菜-卢克 · 2025-09-17T13:41:34.000Z · 👍 1**: Uncle is awesome plus!
- **新用户_xxxxxx · 2025-09-17T13:35:38.000Z**: hi, may I ask, what is the proportional relationship between the rise and fall of this stock and ETH?
  - **lyhalfway** (2025-09-17T14:29:54.000Z): There is correlation, but not a linear relationship. You can track mNAV.
- **T&U Grocery 的徐霞客 · 2025-09-17T13:34:53.000Z**: Teacher halfway,BTC is non-replicable and has scarcity, similar to gold.ETH can be replicated and lacks scarcity, but it has programmable utility, which I think is more akin to oil.The newly introduced concept of stablecoins serves as a transactional link, similar to the US dollar under the Bretton 
  - **lyhalfway** (2025-09-17T14:37:18.000Z): Currently, 60% of stablecoins are built on ETH Layer2, including those issued by Cion and Hood. The relationship between the two can be likened to the application layer and the infrastructure layer, w
  - **股主管理局** (2025-09-17T15:37:52.000Z): 👏👏Reward of 1888 task coins, will be credited tomorrow