Among IREN, CoreWeave & Nebius:
CoreWeave leads with ~250k Nvidia GPUs deployed.
IREN targeting 150k by end-2026.
Nebius smaller today (growing fast to GW-scale).
CoreWeave dominates current GPU count in the AI cloud race. ๐ #AI#Nvidia
Stablecoin usage is surging!
Market cap just hit ~$320B (new ATH, up massively from ~$200B+ in early 2025).
2025 transaction volume: ~$33T (โ72% YoY, rivaling Visa).
USDT & USDC dominate as adoption explodes in payments & institutions.
The future of money is here. ๐
#BMNR
Dan Ives (Wedbush) is bullish on $IREN as a top โpower playโ in the AI revolution.
Added to his IVES AI 30 list for 2026
From Bitcoin miner to key AI infrastructure provider. Energy is the next big AI bottleneck.
$IREN ๐
2) No new big raises since. Shares outstanding now ~482M. Warrant overhang remains (potential further dilution if exercised).
Strong cash runway for growth/M&A. 2026 rev guidance raised to โฅ$375M. #ONDS
Banks are building tokenization โ and many are using $Ethereum ๐
- JPMorgan: MONY tokenized MMF live on Ethereum + JPMD deposits on Base (ETH L2)
- DBS : Tokenized structured notes on public ETH mainnet
- Citi: Exploring ETH tech for custody & tokenized services
#Tokenization
3) โ Current annualized revenue: $212M
โ At full scale: $310M/year (2.89% yield beating industry)
BMNR = leveraged ETH treasury play + growing yield machine. Pure conviction from management.
#BMNR#ETH#Ethereum#Crypto
๐จ Bitmine (BMNR) just dropped a monster update:
- Holds 4.875M ETH (4.04% of total supply) worth ~$10.75B at $2,206/ETH
- +198 BTC, $200M Beast stake, $85M ORBS, +$719M cash โ $11.8B total firepower
- Aggressively buying: 71,524 ETH last week as "mini-crypto winter" ends
2) ETH outperforming in Iran war: +17.4%, beats S&P by 1,830bps & gold by 2,743bps. Tom Lee calls it the wartime store of value + dual tailwinds from tokenization & agentic AI.
MAVAN staking platform live: 3.33M ETH staked ($7.4B, 68% of holdings) โ more than anyone else.