First and foremost - thank you for delivering a dose of confidence for shareholders.
We recognize and appreciate all of the hard work you are doing for the Ethereum ecosystem. @BitMNR, @fundstrat@ChiBMNR@ykkz99@RobSechan
Now let's go a step further - please consider:
I am a retail investor considering how to invest in this next cycle.
I am deciding between DAT vs ETH.
What needs to happen:
1. Plain, clear communication.
2. Establish a concise mechanism for growing Eth per share and reducing float.
3. Commit to this staking funded buyback plan through the tail end of this next cycle - i.e. end 2029.
4. Give shareholders a full picture of what an investment into BMNR will look like if they hold for the cycle.
5. That means committing to the alchemy of 5% through 2029. No more than 5% through 2029.
6. This gives shareholders confidence that $BMNR can outperform ethereum:native through this next cycle.
7. Establish a cycle low expansion plan above 5% if in makes sense in 2030.
8. Clearly communicate directly about BMNR, not just ETH. We appreciate all the hard work in support Eth the asset. The communication since last Friday has been a great start.
9. We recognize and commend your ability to read the room and pivot as required to support the community.
10. Explain realistic plans and time horizons for moonshots. Ex: "We are planning a 3 year hold, targeting an IPO for exit."
11. Moonshots are not allowed to expand between now and end 2029. Commit to it. This establish confidence the alpha goes to shareholder in the timeline they are planning to invest.
12. Yes, this could be a long term hold.
But realistically, crypto investors operate on cycles. We need to build confidence in this next cycle.
Without a doubt - why DATs and why $BMNR vs ethereum:native
@BitMNR Let's Gooooo!
Also - invest and position responsibly folks. This does not mean go all in. Seek professional advice, an X post does not count as financial advice.
The Economics Behind Ethereum & $ETH Value Capture
Part 3 of 10 - The ETH Economic Flywheel
In Part 2, we looked at the main sources of demand for ETH.
The key insight is this:
They don’t work independently, they reinforce each other👇
More adoption → more settlement → more demand for ETH → a stronger network → more trust → even more adoption.
That’s the flywheel.
If Ethereum becomes the settlement layer for the global economy, this cycle can become increasingly self-reinforcing.
Check out the graphic below for a visualization of the flywheel👇
In Part 4, we’ll explore why ETH’s economic value is essential to securing the network itself.
" This shouldn't be a partisan issue."
@valkenburgh on why both Republicans and Democrats should want Clarity to pass. (this got me fired up)
"This is a bill that will protect consumers from bad cryptocurrency companies, that will regulate good cryptocurrency companies, and that will also ensure that we're not unjustly prosecuting software developers for things like money transmission."
" This shouldn't be a partisan issue."
@valkenburgh on why both Republicans and Democrats should want Clarity to pass. (this got me fired up)
"This is a bill that will protect consumers from bad cryptocurrency companies, that will regulate good cryptocurrency companies, and that will also ensure that we're not unjustly prosecuting software developers for things like money transmission."