Arjun

The ''BIG MONEY'' is not in Buying or Selling but in the holding.

[Arjun @Arjun24465835]

Positive!

[Wise Advice @wiseadvicesumit]

🚨 Vitalik just shared Ethereum's vision for the next decade.

It's called "Lean Ethereum" and it could become the $ETH network's biggest transformation since The Merge.

Here's what's planned over the next 3-4 years:

• Native recursive STARKs for faster and more efficient verification.

• Post-quantum cryptography to protect Ethereum from future quantum computing threats.

• A new scalable state architecture targeting 100 TB by 2030, with the potential to cut transaction costs for some assets by more than 10x.

• New virtual machine designs (RISC-V / leanISA) aimed at improving performance and enabling programmable privacy.

• The upcoming Glasterdam upgrade is also expected to significantly raise Ethereum's gas limit.

While most discussions focus on ETH's price, Ethereum's core developers are planning for a world where scalability, privacy, and quantum resistance matter just as much as decentralization.

Whether every proposal makes it into production remains to be seen, but one thing is clear:

Ethereum isn't just planning for the next bull market.

It's planning for the next decade.

[amit @amitisinvesting]

OPENAI CONSIDERING GIVING US GOVERNMENT A 5% STAKE IN THE COMPANY.

Okay, this is bullish if you now assume that the government will be very incentivized to make sure AI doesn’t fail…

This is bearish if you assume that OpenAI is having some serious issues and now the US gov will have to hold the bag when things don’t work out.

I think one point of logic here for the Trump admin is that if 50% of GDP growth is capex and OpenAI has $1.4T of spending commitments, then OpenAI is a big part of all that capex leading to more GDP growth so maybe the Trump admin wants a stake to ensure that trillions continue to be spent on datacenters and OpenAI doesn’t fail. If they fail, no capex which means no GDP growth.

Also, what does this mean for Anthropic? Would they want their biggest competitor to be this close to the US gov? Would they consider giving 5% for ensuring that they will also have a final resort for financial support?

Many more questions than answers if this becomes real now…

[Arjun @Arjun24465835]

L2 ON $ETH

THIS IS GOOD. 🫡

[Watcher.Guru @WatcherGuru]

BREAKING: Robinhood launches L2 blockchain "Robinhood Chain."

[Arjun @Arjun24465835]

All the pieces are falling into place.

$ETH is shaping up to be the payment rail of the future.

My thesis: $ETH becomes the biggest crypto asset out there.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Ethereum Institutional @ethereuminsti will play a central and key role as a neutral entity bringing institutional adoption to ethereum ethereum:native

In their words…
“What’s been missing for Ethereum to date is a neutral counterpart on the other side of the table: a guide that convenes the full ecosystem around shared standards, connects institutions within the ecosystem to solutions / infrastructure providers and applications, and removes integration friction, from first pilot through scaled production.”

Bitmine @BitMNR is glad to support this effort $BMNR

[Arjun @Arjun24465835]

They have enough GPUs to rent others?

So, it means they are not working on there own LLM?

Pivoting from AI race to AI landlord.

$META

[amit @amitisinvesting]

$META

BREAKING: Meta is now building a cloud business to sell excess AI compute, as per Bloomberg.

If this is true…then it is exactly what the market has been waiting for.

- Justifies the heavy capex spend

- Diversifies a line of business outside of advertising

- If META can sell compute…they can probably begin selling more B2B agentic services to those same clients using their compute

- Compute constraint narrative-driven stocks have RALLIED all year…adding that narrative to $META could be a potential game changer to sentiment around the stock.

This is personally a pivot I have been waiting for all year as a shareholder and as annoying as it has been to buy this name (this rip might end up being sold off) this was one of the CORE reasons to continue DCA-ing.

Hoping this is true but if Zucks gets into the neocloud game…it could be very exciting.

LFG.

[Arjun @Arjun24465835]

@amitisinvesting @Mystique386 🤣

[Arjun @Arjun24465835]

On every ETH price rally, many frustrated $BMNR shareholders use the opportunity to exit their positions, creating a constant source of selling pressure despite improving crypto fundamentals.

[Daniel E. @danxtrades]

Just give me $2,000 ETH and I’ll dump my $BMNR shares.

This is by far the most annoying stock in my portfolio. Every day feels like watching paint dry while simultaneously getting punched in the face.

[Arjun @Arjun24465835]

Huge! 🫡

[TJTheWheelDeal @TJTheWheelDeal]

I might be the only one up on the $BMNR shares. Forget about being doing $814k on the leaps lol

[Arjun @Arjun24465835]

This is the real concern here!

People wants clarity, but management is failed to understand the shareholders question.

Why they are not buying back shares which is currently trading below I mNAV.

[Daniel E. @danxtrades]

People keep asking why I don’t just sell $BMNR or if I’ve lost conviction.

I haven’t.

I still believe Ethereum will become one of the world’s most important financial assets.

What I’ve lost confidence in is management.

Tom Lee said buying back shares below intrinsic value is accretive. Yet with $BMNR trading well below 1x mNAV, management has continued prioritizing $ETH accumulation over share buybacks.

Tom Lee also stands to receive a bonus if BitMine reaches its 5% ETH ownership target.

Shareholders deserve to know why prioritizing ETH accumulation is taking precedence over an opportunity the company itself described as highly accretive.

[Arjun @Arjun24465835]

Here, the risk-reward is totally favorable.

The downside may be just 10- 20%, but the upside, which is 2X or 3X, may be 5X.

$ETH $BMNR $SBET

[BuyTheDiplo @BuyTheDiplo]

ETH bull case, risk respected:

At $1,570, you're paying almost nothing for the call option on tokenized finance.

• ~30% staked, float tightening
• $155B+ stablecoins already settle here
• RWAs ~57% on Ethereum, TAM measured in trillions
• Burn is one upgrade + one activity cycle from flipping deflationary

The catch: it's reflexive. Needs flows to turn.

Not fixed yet. But sub-$1,600, the asymmetry finally favors the patient.

[Bull Theory @BullTheoryio]

BREAKING: President Trump earned over $1.4 billion in 2025 from crypto and memecoin-related businesses.

Full Breakdown:

1) Trump meme coin: $635 million
2) World Liberty Financial token sales: $526 million
3) USD1 Stablecoin venture ownership divestment: $196 million
4) Corporate share buyback and stake sale: $65 million
5) Melania NFT business revenue: $6.01 million
6) Ethereum network validator staking rewards: $1.82 million
7) Bitcoin, Ethereum, and USDC token reserves: $125 million

[Arjun @Arjun24465835]

Agreed 👍💯

[Kodi (BMNR) 📌 @SweatyKodi]

Bitmine expanded its buyback to $4 billion but no updates on actual repurchases?

MNAV at 0.83 (far below 1)

Tom Lee said to buy when below intrinsic value to accretively retire shares.

Please update the community @BitMNR @fundstrat 👀

$ETH $BMNR

[amit kilhor @amitkilhor]

I throw an open challenge to proxy pseudo Oil minister Nitin GadkariJi... Prove that E20 doesn't cause problems to vehicles and get it signed by Auto industry and Insurance companies.

#amitkilhor #kilhor #ethanol #e20 #gadkariji

[SARCASTIC @S0rcastic]

His name is Sarthak Goswami, and I believe the entire country needs to watch his reporting, understand it, and become more aware. If this isn't stopped now, it may never be stopped.

This video gives you an idea of how dangerous ethanol factories can be. Not only that, producing ethanol also consumes a huge amount of water, as many of you may already know.

The Ethanol Minister seems to be prioritizing personal interests over the risks of pollution and worsening water shortages. Across the country, many people oppose ethanol blending—except, it seems, the Ethanol Minister
and his son.

What are your thoughts on this?🤔

[Arjun @Arjun24465835]

The $ETH is the major and solely crypto, where bigger players like jp Morgan and Blackrock is betting on

[materkel.gwei 🦇🔊 @materkel]

If Ethereum were a company, we wouldn’t really know all the details of its roadmap.

But we do.

We know Ethereum will be able to settle ~10k TPS in the next ~3–5 years, upon completion of its Lean Ethereum roadmap.

We simply need to ship the roadmap, and we know Ethereum ships roadmaps, as we’ve seen in the past. So there should be little doubt about this.

Do you really think 10k TPS won’t translate into value accrual for ETH?

In my mind, even if Ethereum ends up being valued solely as a business, which it obviously isn’t and isn’t valued as one even right now, it would easily be worth >$1T over the next five years. I myself treat this outcome as my worst possible downside.

The upside? Apply a 100x monetary premium to that due to network effects, credible neutrality, and commodity status.

The opportunity is anywhere from $1T to $100T.

It’s a call option on the internet of value, and in this cycle, we just got rid of all the “competitors” again.

So this only strengthens the thesis, as Ethereum keeps building through the crisis.

[Arjun @Arjun24465835]

That's the spirit! ✨

[Michael Saylor @saylor]

Volatility tests every capital structure. Strategy remains focused on Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. We appreciate our investors and will continue to execute with transparency and resolve. $MSTR

[Arjun @Arjun24465835]

$ETH is the real boss of crypto.

[materkel.gwei 🦇🔊 @materkel]

~60% of this whole industry is tied to #Ethereum and $ETH. So if you are betting against it, you are betting against crypto.

[Documenting Saylor @saylordocs]

The epic battle of CZ vs Saylor summed up in less than 2 minutes

[Arjun @Arjun24465835]

This is dangerous for statagy.

[Bitcoin News @BitcoinNewsCom]

STRATEGY CLASS ACTION LAWSUIT INVESTIGATION GOES LIVE: INVESTORS CAN JOIN WITH A SINGLE CLICK

Rosen Law Firm has launched a webpage allowing investors who purchased Strategy securities ($MSTR, $STRF, $STRC, $STRK, and $STRD) to join its prospective class action investigation with a single click.

The firm is investigating whether Strategy and its executives may have issued materially misleading statements to investors regarding the company’s business, Bitcoin treasury strategy, profitability, and the risks associated with its leveraged Bitcoin accumulation model.

The investigation comes after a sharp decline in Strategy shares and related securities.

It is not a finding of wrongdoing, but an investigation into potential securities claims.

Strategy has not publicly responded.

[Arjun @Arjun24465835]

If @saylor fails here, than maybe it's really going to painful for most of CI, particularly $btc affects more from this treasury liquidation.

[Clemente @clementetv_]

I'm ashamed to admit it but I'm buying more $MSTR at $88

I was a buyer at $300 so I have to be a buyer here

If Microstrategy blows up it's because Bitcoin failed and at that point I'm cooked regardless