The first principle of BMNR is:
Are you bullish on ETH's long-term role as the settlement and collateral layer for stablecoin / RWA / tokenization / DeFi / agent commerce?
If the answer is no, BMNR should not be bought.
BMNR is not "because Tom Lee bought it," nor is it "because it might be like MSTR." It is: if the ETH thesis holds, BMNR can represent the ETH thesis better than an ETH ETF.
If you are not bullish on ETH but buy BMNR, you are just buying a high-volatility story stock, and the investment premise itself is wrong.
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