
Rate Of Return
Total AssetsOpportunistically increase position in bmnu!!!!!!!!!!!!!
BMNR extreme value deduction 11.25
Over the past week, ETH rebounded after hitting a low of 2.6k, seemingly forming a temporary bottom. Setting aside the broader market, there were actually quite a few pieces of fundamental news related to BMNR last week, the most important being the announcement of the staking solution MAVAN, which will take effect in Q1 2026. This will be the largest, most compliant, and secure staking network, laying the foundation for future access by other institutional clients. Yesterday, BMNR saw a long-awaited strong rebound, and mNAV also quickly bounced back to 1.1+ after hitting a low of 0.94 last week—a sign of improvement. During the nearly two months of sluggish market conditions...
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