Moonshot Portfolio🌕🚀

Learn the tech before buying. All posts are not financial advice

[Moonshot Portfolio🌕🚀 @Antsicute]

@DollarCostAvg With coreweave getting Rubin recent , coreweave could be a better choice .

[Moonshot Portfolio🌕🚀 @Antsicute]

@Cointelegraph Bmnr , I lost 70 percent

[Moonshot Portfolio🌕🚀 @Antsicute]

@realwolfofdubai Bro u need to see psychiatrist

[Moonshot Portfolio🌕🚀 @Antsicute]

@TheLongInvest I hold bmnr

[Moonshot Portfolio🌕🚀 @Antsicute]

@EndicottInvests Overvalued as compared with coreweave.

[Moonshot Portfolio🌕🚀 @Antsicute]

@Micro2Macr0 What about bmnr ? Waited for a year and portfolio down 70 percent

[Moonshot Portfolio🌕🚀 @Antsicute]

@EggTartFinley @TheSkayeth It is ok. I am still buying bmnr everyday month.

[Moonshot Portfolio🌕🚀 @Antsicute]

@TheSkayeth Waited for 10 months

[Moonshot Portfolio🌕🚀 @Antsicute]

@GrindeOptions Bmnr

[Moonshot Portfolio🌕🚀 @Antsicute]

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. 📈 #AI #Nvidia

[Moonshot Portfolio🌕🚀 @Antsicute]

🚀 $CRWV Institutional Frenzy Accelerating!
Institutions piling in post-IPO:
~30% ownership • $11B+ net buys • Vanguard, BlackRock, Nvidia stacking
+$8.5B debt oversubscribed by Blackstone & co.
AI infra demand is nuclear. Smart money loading up 🔥
Who’s next? 👀
#CoreWeave

[Moonshot Portfolio🌕🚀 @Antsicute]

Stablecoin usage is surging!
Market cap just hit ~$320B (new ATH, up massively from ~$200B+ in early 2025).
2025 transaction volume: ~$33T (↑72% YoY, rivaling Visa).
USDT & USDC dominate as adoption explodes in payments & institutions.
The future of money is here. 🚀
#BMNR

[Moonshot Portfolio🌕🚀 @Antsicute]

Dan Ives (Wedbush) is bullish on $IREN as a top “power play” 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 🚀

[Moonshot Portfolio🌕🚀 @Antsicute]

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 ≥$375M. #ONDS

[Moonshot Portfolio🌕🚀 @Antsicute]

$ONDS 2026 Dilution Update (mid-April)

Major dilution done early 2026: Jan 12 closed ~$1B registered direct offering (19M shares + 41.79M pre-funded warrants = ~60.8M equivalents) + 121.58M warrants at $28 (7 yrs). Net ~$959M proceeds, premium pricing.

[Moonshot Portfolio🌕🚀 @Antsicute]

@Badie912 @BullishPlumber @SweatyKodi @BMNRBullz @Micro2Macr0 @mmmikema @BMNRTracker @squabard @leolanza Bmnr did not perform well as compared with ETH

[Moonshot Portfolio🌕🚀 @Antsicute]

@Micro2Macr0 Look at bmnr price ? Like shit

[Moonshot Portfolio🌕🚀 @Antsicute]

Banks are building tokenization — and many are using $Ethereum 🚀

- 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

[Moonshot Portfolio🌕🚀 @Antsicute]

3) → Current annualized revenue: $212M
→ 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

[Moonshot Portfolio🌕🚀 @Antsicute]

🚨 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 → $11.8B total firepower
- Aggressively buying: 71,524 ETH last week as "mini-crypto winter" ends

[Moonshot Portfolio🌕🚀 @Antsicute]

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) — more than anyone else.