I'm not sure but take the win ๐
B
![ๅพ็ 1๏ผๅ
ฑ 1 ๅผ]()
Trade Showcase: Trade, Show & Earn Rewards!
Share your thoughtsWhat's on your mind?
0 / 2,000
- L
Last week, BMNR's average daily trading volume was 1.3 billion, nearly 4x its previous level, and mNAV also bounced back to 1 at certain highs. Liquidity is the foundation of DAT; management restored cash positions via ATM offerings, accumulating over 30k coins and 300 million in cash.
Over the past two months, they repurchased shares when mNAV was at 0.8 and raised capital via ATM when mNAV returned to 1, corresponding to stock prices of roughly 16 for repurchases and 24 for equity financing.
I strongly agree with management's operational strategy over the past two months, and it seems the market is buying in as well.
$BitMine Immersion Tech(BMNR.US)
- N
The start of crypto related/ bitcoin related stocks could be the beginning of the correction for stock market as it gets more greedy then free fall to oversold area.
FeaturedTrump Backs CLARITY Act, Crypto Regulatory Pivot Fuels Market Rally โ What It Means๏ผYo, let's set the scene.Last night, the big table at the White House โ and pretty much every major name in crypto was in the room.You had the regulators โ SEC, CFTC โ sitting on one side. And on the o...
- D
The US has to pass the clarity act. The whole gigantic financial machinery cannot proceed without it. It is that important!
FeaturedTrump Backs CLARITY Act, Crypto Regulatory Pivot Fuels Market Rally โ What It Means๏ผYo, let's set the scene.Last night, the big table at the White House โ and pretty much every major name in crypto was in the room.You had the regulators โ SEC, CFTC โ sitting on one side. And on the o...
- H
Being a skeptic and then a crypto investor myself, I have seen the rise of Btc, Eth and then the altcoins. To cut the grandfather story short, I believe that crypto is heading towards one particular objective.
If you want to know what it is, I will write a post on it. Too long to comment. ๐
FeaturedTrump Backs CLARITY Act, Crypto Regulatory Pivot Fuels Market Rally โ What It Means๏ผYo, let's set the scene.Last night, the big table at the White House โ and pretty much every major name in crypto was in the room.You had the regulators โ SEC, CFTC โ sitting on one side. And on the o...
- C
FeaturedTrump Backs CLARITY Act, Crypto Regulatory Pivot Fuels Market Rally โ What It Means๏ผ
Yo, let's set the scene.Last night, the big table at the White House โ and pretty much every major name in crypto was in the room.You had the regulators โ SEC, CFTC โ sitting on one side. And on the o...
- L
Compared to the gains in BMNR and ETH yesterday, the breakout of the large bullish candle on ETH/BTC is even more exciting, indicating that ETH is not simply following BTC's rise but is showing a stronger upward momentum.
Rising from a June low of 0.025 to 0.033, if the driver behind yesterday's crypto surge was liquidity from Treasury repurchases plus positive sentiment from the White House crypto meeting, the strength of ETH/BTC confirms the narrative: clear regulation โ tailwinds for tokenization โ tailwinds for ETH.
PS: Heard yesterday's liquidation event was second only in scale to Oct 11, but this time it was short sellers who got liquidated.
$BitMine Immersion Tech(BMNR.US)
$IShares Ethereum Trust ETF(ETHA.US)
- L
Last week, two leading DAT companies both conducted share repurchases. BMNR repurchased 4.5 million shares, marking the third consecutive week of repurchases, with a cumulative total of 16 million shares.
MSTR also engaged in repurchases, but they were buying back STRC. The funds were raised by selling BTC (1638) and utilizing MSTR's ATM (3 million shares). It appears the company prioritizes protecting STRC, which is somewhat misaligned with the interests of MSTR shareholders.
$BitMine Immersion Tech(BMNR.US)
$Strategy(MSTR.US)
- L
After the initial repurchase of 5.5 million shares, BMNR continued to repurchase another 6.1 million shares last week. mNAV is around 0.85, and ETH/BTC has rebounded to 0.03, a high point in nearly 3 months, with decent momentum.
$BitMine Immersion Tech(BMNR.US)
$IShares Ethereum Trust ETF(ETHA.US)
- H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $BitMine Immersion Tech(BMNR.US) Bitmine ETH Holdings Reach $11.8 Billion, Nearing Its 5% Supply Target
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ถ๐๐บ๐ถ๐ป๐ฒ holds ๐ฑ,๐ณ๐ด๐ณ,๐ฐ๐ญ๐ฐ ๐๐ง๐, representing ๐ฐ.๐ด% of supply.โค Total crypto, cash, securities and โmoonshotsโ equal $๐ญ๐ญ.๐ด ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Bitmine is ๐ต๐ฒ% toward its targeted ๐ฑ% Ethereum ownership.โค The company repurchased ๐ฒ.๐ญ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป shares last week.โค Total repurchases since July 1 reached ๐ญ๐ญ.๐ฒ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป shares.โค Bitmine has ๐ฐ,๐ต๐ญ๐ณ,๐ญ๐ด๐ต staked ETH worth approximately $๐ต.๐ฒ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Annualized staking revenue is currently projected at $๐ฎ๐ฑ๐ฐ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Bitmine added ๐ต,๐ต๐ฐ๐ฒ ๐๐ง๐ during the latest week.โค Bitmine joined the ๐ฅ๐๐๐๐ฒ๐น๐น ๐ญ๐ฌ๐ฌ๐ฌ Large-Cap Index in June 2026.โค Its ๐ฆ๐ฒ๐ฟ๐ถ๐ฒ๐ ๐ preferred stock trades on NYSE as ๐๐ ๐ก๐ฃ.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Bitmine is approaching unprecedented concentration in the ๐๐๐ต๐ฒ๐ฟ๐ฒ๐๐บ supply.โค Large-scale staking could create substantial recurring ๐ฐ๐ฟ๐๐ฝ๐๐ผ-๐ฏ๐ฎ๐๐ฒ๐ฑ revenue.โค Continued buybacks may increase each remaining shareโs exposure to ETH.โค Institutional index inclusion could broaden demand from passive investment funds.โค Bitmineโs strategy strengthens its position as the largest ๐๐ง๐ treasury.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ง๐ต๐ผ๐บ๐ฎ๐ โ๐ง๐ผ๐บโ ๐๐ฒ๐ฒ, Chairman of Bitmine:"Bitmine repurchased 6.1 million shares of common stock in the past week, an increase from the 5.5 million purchased the week prior. We increased our equity buyback as we view the rising ETH/BTC ratio, despite the falling odds of passage of the Clarity Act in 2026, as a sign crypto prices are strengthening. In fact, this ratio is now at a 3-month high at 0.3000, which we believe bodes well for future strengthening of ETH prices,""ETH prices are now reaching a 10-week high and as many technical strategists have highlighted, we believe the next key levels to clear are $2,000 and $2,500 for ETH. Our advisor, Tom DeMark of DeMark Analytics, sees these levels as near-term targets if the comparison of ETH to S&P 500 post-Oct 1987 continues to hold,""With over 11 million shares of common stock repurchased, Bitmine has executed the largest ever common stock buyback for any ETH or Bitcoin Digital Asset Treasury,""Over the past week, we acquired 9,946 ETH. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025,""Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $299 million on an annualized basis (using 2.65% 7-day BMNR yield),""Annualized staking revenues are now projected at $254 million. And this 4.9 million ETH is 85% of the 5.79 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.65% (annualized)," - H
๐ Overnight Movers
$Whitefiber(WYFI.US) $Nebius(NBIS.US) $BitMine Immersion Tech(BMNR.US) $Sharplink(SBET.US) $Applied Digital(APLD.US) $Keel Infrastructure(KEEL.US) $Cipher Digital(CIFR.US) $IREN(IREN.US) $Sandisk(SNDK.US) $Coreweave(CRWV.US) $Strategy(MSTR.US) $Micron Tech(MU.US) $Coinbase(COIN.US) $Robinhood(HOOD.US) - L
Last week, mNAV remained at 0.8~0.85, and BMNR finally repurchased shares, 5.5 million shares $BitMine Immersion Tech(BMNR.US)
- H
๐ข ๐๐๐๐ ๐๐: $BitMine Immersion Tech(BMNR.US) Bitmine Reports $๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง Holdings, Nears ๐% of Ethereum Supply
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Bitmine holds ๐,๐๐๐,๐๐๐ ๐๐๐, equal to ๐.๐% of Ethereum supply.โค Company says it is ๐๐% of the way toward its ๐% ๐๐๐ goal.โค Total crypto, cash, securities, and "moonshots" reached $๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Bitmine holds $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง in cash and marketable securities.โค Company repurchased ๐.๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง shares under its $๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง buyback program.โค Bitmine has ๐,๐๐๐,๐๐๐ staked ETH valued at $๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Projected annualized ETH staking rewards could reach $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Bitmine owns a $๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง stake in Eightco $Eightco(ORBS.US).โค Bitmine was added to the ๐๐ฎ๐ฌ๐ฌ๐๐ฅ๐ฅ ๐๐๐๐ Index on June 26, 2026.โค Bitmine says it remains the world's largest ๐๐๐ ๐ญ๐ซ๐๐๐ฌ๐ฎ๐ซ๐ฒ.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐ก๐จ๐ฆ๐๐ฌ "๐๐จ๐ฆ" ๐๐๐, Chairman of Bitmine:"Bitmine repurchased approximately 5.5 million shares of common stock in the past week at an average price of $15.6156. We view the purchase of our common shares as accretive to shareholder value.""Over the past week, we acquired 7,430 ETH. The reduced pace of buys reflects that Bitmine repurchased 5.5 million common shares. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025.""Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $290 million on an annualized basis (using 2.67% 7-day BMNR yield).""Annualized staking revenues are now projected at $247 million. And this 4.9 million ETH is 85% of the 5.78 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.67% (annualized)." - J
My Longbridge portfolio reflects a -15.19% unrealized loss on the BMNU 2X Long ETF, with a cost basis of $10.40. Lesson learnt is using a leveraged daily target ETF on volatile crypto proxies like BMNR demands extreme caution and patience. Given the recent drawdown and compounding risks, maintaining strict position sizing is essential.
$BMNR 2X Long ETF(BMNU.US)
Trade Showcase: Trade, Show & Earn Rewards! - H
$BitMine Immersion Tech(BMNR.US) | B.Riley maintains ๐๐ฎ๐ฒ on Bitmine Immersion Technologies, ๐๐ฎ๐ญ๐ฌ ๐๐ ๐ญ๐จ $๐๐ ๐๐ซ๐จ๐ฆ $๐๐
Analyst cuts PT on a lower ETH outlook and higher share count, but maintains a Buy rating seeing the Street as overlooking the core staking-yield story. - H
๐ข ๐๐๐๐ ๐๐: $BitMine Immersion Tech(BMNR.US) Bitmine Reports $11.3 Billion Holdings, Controls 4.8% of Ethereum Supply
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Bitmine holds ๐๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง in crypto, cash, and investments.โค Company owns ๐.๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐๐๐, equal to ๐.๐% of total ETH supply.โค Bitmine has staked ๐.๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐๐๐, valued at approximately ๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Company says it is ๐๐% of the way toward its ๐๐ฅ๐๐ก๐๐ฆ๐ฒ ๐จ๐ ๐% ETH goal.โค Bitmine joined the ๐๐ฎ๐ฌ๐ฌ๐๐ฅ๐ฅ ๐๐๐๐ Large-Cap Index on June 26, 2026.โค Series A Preferred Stock trades on the ๐๐๐๐ under ticker ๐๐๐๐.โค Company holds ๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง stake in ๐๐ข๐ ๐ก๐ญ๐๐จ $Eightco(ORBS.US).โค Bitmine says it remains the world's largest ๐๐๐ treasury.โค Institutional backers include ๐๐๐, ๐ ๐จ๐ฎ๐ง๐๐๐ซ๐ฌ ๐ ๐ฎ๐ง๐, ๐๐๐ง๐ญ๐๐ซ๐, ๐๐ซ๐๐ค๐๐ง, and ๐๐๐ฅ๐๐ฑ๐ฒ ๐๐ข๐ ๐ข๐ญ๐๐ฅ. - F
$BitMine Immersion Tech(BMNR.US)
I am still holding my position in BMNR shares and remain firmly bullish that Ethereum ecosystem and Ethereum price will stage a strong recovery. โค๏ธโ๐ฉน
The latest 2 key developments are lifting sentiment:
โ Robinhood Chainโs successful Layerโ2 launch has renewed confidence among Ether investors.
โ BMNR has acquired another 20,500 ETH for roughly $35.92 million in a block trade around 10 July 2026. A clear positive signal for Ethereum turnaround.
For BMNR valuation, its current priceโtoโbook ratio stands at just 0.82, meaning downside risk looks very limited right now with unlimited upside. Do you agree with my thought ๐คญ?
Trade Showcase: Trade, Show & Earn Rewards! - W
Closed out my BMNR position few months back for a gain of +$655.49. I got into this trade watching the momentum in crypto-adjacent mining plays and decided to size in gradually rather than going all-in at once, which helped smooth out entry risk.
My exit was triggered by hitting my pre-set profit target rather than trying to squeeze out extra upside โ sticking to the plan instead of getting greedy. Risk management-wise, I kept my position size to a level I was comfortable losing entirely, and used a mental stop-loss rather than chasing after a bad move. Overall, happy with how the discipline paid off here.
$BitMine Immersion Tech(BMNR.US)
Trade Showcase: Trade, Show & Earn Rewards! - H
๐ข ๐๐๐๐ ๐๐: $BitMine Immersion Tech(BMNR.US) Bitmine Reports $11.1 Billion Holdings, Nears 5% of Ethereum Supply
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Bitmine reported ๐ญ๐จ๐ญ๐๐ฅ ๐ก๐จ๐ฅ๐๐ข๐ง๐ ๐ฌ ๐จ๐ $๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง, including crypto, cash and investments.โค Company holds ๐,๐๐๐,๐๐๐ ๐๐๐, equal to ๐๐๐จ๐ฎ๐ญ ๐.๐% of Ethereum's 120.7 million supply.โค Bitmine acquired ๐๐,๐๐๐ ๐๐๐ over the past week, accelerating accumulation.โค Total ๐ฌ๐ญ๐๐ค๐๐ ๐๐๐ reached ๐,๐๐๐,๐๐๐, valued at approximately $๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Annualized staking revenue is projected at ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง based on current staking levels.โค Bitmine joined the ๐๐ฎ๐ฌ๐ฌ๐๐ฅ๐ฅ ๐๐๐๐ Large-Cap Index on June 26, 2026.โค Series A Preferred Stock trades on the ๐๐๐๐ under ticker ๐๐๐๐.โค Company also holds $๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง of Eightco $Eightco(ORBS.US) and ๐๐๐ BTC.โค Bitmine said it remains supported by major institutional investors, including ๐๐๐, Founders Fund, Pantera, Galaxy Digital and Kraken.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Bitmine is approaching its stated goal of owning ๐จ๐ฏ๐๐ซ ๐% of Ethereum's total supply.โค A larger ETH treasury could increase ๐ฌ๐ญ๐๐ค๐ข๐ง๐ ๐ซ๐๐ฏ๐๐ง๐ฎ๐ and influence within the Ethereum ecosystem.โค Russell 1000 inclusion may expand ๐ข๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ข๐จ๐ง๐๐ฅ ownership through index funds and ETFs.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "We believe regulatory clarity is an important milestone, enabling crypto, particularly smart contract platforms like ethereum to benefit, as crypto becomes part of our everyday life. Already, ethereum L2 run in the background processing USDC transactions for Shopify and even Visa. Therefore, the rise in the ETH/BTC ratio in the past few days makes sense as markets start to see greater chances of Clarity Act passage." โ ๐๐ก๐จ๐ฆ๐๐ฌ "๐๐จ๐ฆ" ๐๐๐, Chairman of Bitmine.โค "Being added to the Russell 1000 is expected to add hundreds and possibly thousands of additional institutional investors as equity owners of Bitmine." โ ๐๐ก๐จ๐ฆ๐๐ฌ "๐๐จ๐ฆ" ๐๐๐.โค "Over the past week, we acquired 42,197 ETH, increasing our pace from the prior week. We continue to maintain a steady pace of accumulation throughout 2026. We believe we are in the early stages of crypto spring. Bitmine is expected to reach the 'alchemy of 5%' sometime in 2026." โ ๐๐ก๐จ๐ฆ๐๐ฌ "๐๐จ๐ฆ" ๐๐๐.โค "Bitmine has staked more ETH than other entities in the world. At scale, the projected ETH staking reward is $277 million on an annualized basis." โ ๐๐ก๐จ๐ฆ๐๐ฌ "๐๐จ๐ฆ" ๐๐๐. - H
๐ Overnight Movers
$Sandisk(SNDK.US) $Micron Tech(MU.US) $IREN(IREN.US) $Strategy(MSTR.US) $BitMine Immersion Tech(BMNR.US) $Western Digital(WDC.US) $Circle(CRCL.US) $Nebius(NBIS.US) $CleanSpark(CLSK.US) $Astera Labs(ALAB.US) $Marvell Tech(MRVL.US) $Arm(ARM.US) $Coreweave(CRWV.US)