--- title: "Views on BMNR shareholders' meeting" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/37866204.md" description: "After reviewing the shareholder meeting video and presentation materials in detail, Tom Lee divided BMNR's growth path into 4 pillars: 1. Maximize yield on Treasury- ETH staking returns from MAVAN- Optimize ETH purchasing strategy with DeMark Analytics- Cash returns (this one seems a bit far-fetched to me..." datetime: "2026-01-16T03:05:01.000Z" locales: - [en](https://longbridge.com/en/topics/37866204.md) - [zh-CN](https://longbridge.com/zh-CN/topics/37866204.md) - [zh-HK](https://longbridge.com/zh-HK/topics/37866204.md) author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)" --- # Views on BMNR shareholders' meeting After reviewing the shareholder meeting video and presentation materials in detail, Tom Lee divided BMNR's growth path into 4 pillars: 1\. Maximize yield on Treasury \- ETH staking yield from MAVAN \- Optimize ETH purchasing strategy with DeMark Analytics \- Cash yield (this seems a bit far-fetched to me, but the company appears to be planning to maintain around $1 billion in cash reserves long-term) 2\. Invest defi in "moonshots" \- Already invested in ORBS and Worldcoin, related to Agent Commerce \- Accelerate asset tokenization by deepening cooperation with L2 and Defi \- Invest in Mr Beast, as mentioned yesterday. I believe attention equals productivity in the digital age. Mr Beast is currently the content creation platform with the widest global audience, and its younger demographic means greater penetration potential and easier reach. More exposure implies greater liquidity potential. 3\. Productize BitMine They plan to create a BMNR app, but I'm not entirely clear what additional value this app could provide. 4\. Bridge traditional finance and defi \- After MAVAN launches, it will become the world's largest staking platform, opening commercialization to other institutions and Tokens \- Leveraging its position among the top 50 US stocks by liquidity, BMNR will serve as a bridge connecting traditional finance with the crypto ecosystem My impression: The meeting organization was somewhat disappointing. Previously announced appearances by Vitalik Buterin and Altman didn't materialize, and the highly anticipated voting results weren't announced before the meeting abruptly concluded. Overall, the company's general direction seems sound, though I feel BMNR is paying too much attention to attracting retail investors (both the app and Mr Beast investment). I'd prefer BMNR focus more on institutional investors. However, perhaps "gaining more retail attention and support through the app and Mr Beast" could become leverage to attract institutional investment? After all, many growth companies initially gain popularity among retail investors before gradually earning institutional recognition and increasing institutional holdings. There's much discussion on Reddit and X, with both support and opposition. But since the video and document links are public, rather than seeking validation in others' opinions, it's better to spend time reviewing the materials yourself to form your own judgment. $BitMine Immersion Tech(BMNR.US) ### Related Stocks - [BMNR.US](https://longbridge.com/en/quote/BMNR.US.md) - [BMNRD.US](https://longbridge.com/en/quote/BMNRD.US.md) - [ORBS.US](https://longbridge.com/en/quote/ORBS.US.md) ## Comments (24) - **普罗米修斯 · 2026-01-20T10:55:57.000Z**: Will ORBS go to zero? Bought a lot - **藏马 · 2026-01-16T11:17:39.000Z · 👍 3**: Sharing a few thoughts: 1. The "Clarification Act" has recently been delayed, which I feel will have a significant impact on BMNR. As a result, Tom barely mentioned anything related to institutions in his speech. When a shareholder raised a related question, Tom indirectly touched on the cur - **藏马** (2026-01-16T11:19:49.000Z): Tom mentioned that DeMark again, and I'm just guessing blindly. DeMark serves two companies, one is BMNR and the other wouldn't be MSTR, right? 😂 - **藏马** (2026-01-16T11:37:04.000Z): One more thing, the X that Musk is working on is also getting into payments recently. It's said to connect with fiat and cryptocurrencies. Although it's a system of its own, it will also support crypt - **lyhalfway** (2026-01-16T12:21:21.000Z): Well, yes, because the conflict between the two sides over stablecoin interest is too sharp, Tom Lee's answer to this question was ambiguous, and he didn't want to take sides; When Demark was first hi - **桓台红莲湖 · 2026-01-16T08:16:23.000Z**: Follow ly brother's rational analysis, the fundamentals remain unchanged, bmnr is still the leader in the crypto circle - **曙光在明天 · 2026-01-16T05:52:04.000Z**: Is it possible that these two big shots never intended to come in the first place, and this is just hype to drive up prices and take the opportunity to sell, - **pocoyo · 2026-01-16T05:13:57.000Z**: Very disappointed. Although heavily invested, I won't sell in the short term, but I won't add more. BMNR has likely lost public confidence in the short term. Can continue to observe. Feels like TomLee wants to use unlimited ATM to achieve both stock market value and ETH share goals. - **想要-做到-得到 · 2026-01-16T04:11:17.000Z · 👍 1**: If mavan is integrated into his APP - **AIUser · 2026-01-16T03:57:36.000Z · 👍 5**: Strange points:1. Before the meeting, Tom Lee desperately demanded a vote to pass 50 billion, what is he worried about?2. Suddenly invested in Mr. Monster, closing the deal at the best emotional moment of the annual meeting (19th), is there any concern?3. Sam Altman and others did not attend in the - **lyhalfway** (2026-01-16T04:05:18.000Z): 1 The authorized share capital limit is almost used up, and without approval, further financing is impossible;2 I don't quite understand your question3 I'm also very disappointed with this, it might j - **AIUser** (2026-01-16T04:32:18.000Z): Thank you for your reply. The second issue is that the investment with Mr. Monster should have been announced yesterday. The deal's closing date is the 19th, leaving very little time for public reacti - **kelvinaaa** (2026-01-16T04:33:34.000Z): Just as you thought, it feels like he's guilty - **kelvinaaa · 2026-01-16T03:51:50.000Z**: StockPro won't admit the loss and leave? Learned a lot from your logical deduction, but this thing is obviously not working. The leader is like this, it's hard to handle - **lyhalfway** (2026-01-16T03:52:45.000Z): I continue to hold - **kelvinaaa** (2026-01-16T03:56:45.000Z): This shareholders' meeting is so hasty, isn't it your reason to leave? Impressive - **秋水扶贫 · 2026-01-16T03:15:27.000Z · 👍 4**: I'm also disappointed that v god and Altman didn't come - **未落之雨 · 2026-01-16T03:07:49.000Z**: Uncle Yaren, when will the voting results be announced? - **lyhalfway** (2026-01-16T03:09:15.000Z): It might be released pre-market, I'm not sure