BeachFella

Ukraine versus Russia. No clearer example of good versus evil . I’m just here to bonk. #NAFO.

[BeachFella @GM772013]

This is the clearest case of good versus evil.

If you don’t know which side is evil, you have no moral backbone.

[BeachFella @GM772013]

@TheN1James @randymot4 It’s not our war. Not our troops. Not our news.

The only people paying attention are those who don’t want to see the rape, murder, and subjugation of a free people, or those who are trying to justify this invasion.

This is our 1940 invasion of Belgium moment . Pick a side.

[BeachFella @GM772013]

@TedPillows Spacex

[BeachFella @GM772013]

@Noelelepen @downbadcomment You can always break the cycle, and show them how.

[Damaan, AKA 'Philly's Finest!' @Damaan4u33]

Trump is desperately trying to get this video removed from social media!

You know what to do! 🤣🤣🤣

[BeachFella @GM772013]

@LEARNDAlLY How did they make the holes?

[UĞUR @ReiS_TuRCo]

Epstein dosyaları'nda ortaya çıkan Donald Trump'ın Reşit olmayan çocuğu dudaktan öpmesi 👇🥹

[D.Radka, #NAFO 🇨🇿🤝🇺🇦 @DakdaR22]

I love great news🙌

Ukrainian warriors are moving forward in Donetsk region 🇺🇦

Have a successful day, heroes 🫡

[Anna @AnnaDeMilanese]

Selenskyj hat es versprochen:
Landkorridor zur Krim schneller als gedacht unter ukrainischer Kontrolle:

General Ben Hodges – ehemaliger NATO-Oberbefehlshaber Europa – berichtet direkt.

Laut Hodges hat Ukraine nach einer Woche der Kampagne die Kontrolle über den Landkorridor zwischen Russland und Krim übernommen – Militär, Logistik und Treibstoff können nicht mehr passieren.
(GIS Reports)

General Ben Hodges – ehemaliger NATO-Oberbefehlshaber Europa – meldet: Zwei Wochen nach Beginn der ukrainischen Kampagne gegen den Landkorridor zwischen Russland und Krim läuft die Operation sehr gut. Der russische Besatzungsgouverneur von Cherson hat bereits ein Dekret unterzeichnet das den Frachtverkehr auf der M-14 – der Hauptlandverbindung zwischen Russland und der besetzten Krim – einschränkt. (Euronews) Militär. Logistik. Treibstoff. Alles unter ukrainischem Feuer. Der Landkorridor wird progressiv unpassierbar. 🇺🇦

[Jay in Kyiv @JayinKyiv]

Becoming clear that Kherson will be the first to be liberated.

Ukraine is fully shutting down the land corridor between Russia and Crimea, which will limit Russia's ability to supply occupied Kherson only through the long route, through Crimea itself.

[Henshi @HenshiG]

In 1942, in Nazi-occupied Tunisia—the only Arab country to suffer direct German occupation—a drunken officer bragged at dinner about the Jewish woman he planned to seize from a forced brothel.

He named her.

Across the table sat Khaled Abdul-Wahab, a 31-year-old wealthy Muslim Tunisian who had studied art and architecture in New York, spoke fluent German, and was trusted by the Nazis. They invited him to their tables. He smiled, poured the wine, finished the meal… then raced through the night.

He pounded on the door of the woman’s family at midnight. “Pack nothing. Come now.” He gathered 25 terrified Jews—mothers, fathers, children, cousins—and drove them nearly 20 miles to his family farm. For four agonizing months, he hid them in the olive press, stables, and storage sheds.

He fed them as supplies ran desperately low. He kept crying babies silent. When German soldiers came to count Jews, the hidden families pinned on their yellow stars, stood motionless, then tore them off the moment the danger passed.

One terrifying night, a drunk soldier stumbled upon them and threatened to kill everyone. An 11-year-old girl, hiding under a bed, watched in horror—until Khaled appeared like a guardian angel.

He calmly disarmed the soldier and sent him away.

No one on that farm died.

In May 1943, the British liberated Tunisia. The 25 returned home alive. Khaled went back to his quiet life—painting, raising daughters, serving his country—and never spoke of it again. Not to his wife. Not to his children.

He died in 1997 at 86. His secret died with him.

A decade later, his daughter Faiza sat in a Paris café reading a newspaper. An American historian was describing a Tunisian Arab who had hidden 25 Jews. He named her father. She was 45 years old and hearing the story for the first time. “I rediscovered my father,” she said.

Khaled was nominated to be the first Arab recognized as Righteous Among the Nations—Israel’s highest honor for those who saved Jews. The committee declined.

Today, those 25 souls have hundreds of descendants living in Israel, France, America, and Tunisia. The little girl under the bed grew up, built a family in Paris. None of them would exist if Khaled had looked away that night.

He had everything to lose. He acted anyway. Then he carried the silence for the rest of his life.

The world almost forgot him twice.
Now you know his name: Khaled Abdul-Wahab.

A true hero. A Muslim who stood against evil when it mattered most.

Colorized image of black and white photo poster by Israel the Jewish State.

[BSCN @BSCNews]

🚨BREAKING: SOFI UNVEILS 24/7 REGULATED BANKING HUB MERGING FIAT AND CRYPTO

SoFi has officially launched "SoFi Big Business Banking," a first-of-its-kind platform merging traditional fiat with digital assets.

The service allows institutional clients to hold U.S. dollars, convert them into $SoFiUSD stablecoins, and settle transactions 24/7.

Major industry players, including @wintermute_t, @Galaxy, and @BitGo, have already joined as launch partners to leverage instant on-chain settlement via @solana

[Vivek Sen @Vivek4real_]

BREAKING: $40 BILLION SOFI JUST LAUNCHED:

A BUSINESS BANKING PLATFORM FOR BITCOIN AND CRYPTO.

24/7 ACCESS TO FIAT, STABLECOINS, AND CRYPTO🔥

BIG BANKS ARE COMING 🚀

[BeachFella @GM772013]

@feedthesharks00 @AndrewGold_ok Super confusing if you’re reading on a international platform

[BeachFella @GM772013]

@RealXavier011 So does everyone. Note how clean they are? These are pm’s, architects, engineers, and owner’s representatives.

[Simon Ateba @simonateba]

BREAKING - OUTRAGE in AMERICA: White House takes down video after Trump says, 'Don't send any money for daycare. We can't take care of daycare. We're a big country, we have 50 states, we're fighting wars. We have to take care of one thing, military protection. It's not possible for us to take care of daycare, Medicaid, Medicare, all these individual things." WATCH

[BMNR Bullz @BMNRBullz]

🚨 TOM LEE: BITMINE IS POSITIONED FOR A MAJOR ETH PURCHASE

Bitmine has been buying $50M–$100M of Ethereum every week.

Now they’re sitting on $800M+ in cash.

“At the right moment, they could make a MAJOR ETH PURCHASE.”

Read that again.

🔹 $800M+ cash
🔹 MAJOR buy capacity
🔹 MAJOR staking yield
🔹 $50M–$100M weekly buys

If a single strategic purchase tightens supply, reprices ETH, and expands NAV…

Why would you miss it?

$ETH $BMNR @fundstrat

[BeachFella @GM772013]

@MhdRifath78512 @Dhemanth26 @everymovieplug @grok It’s a cheap knockoff if it is not ai

[Cassian @ConvexDispatch]

I just finished watching the $BMNR shareholder meeting live, so you don’t have to.
Here are the key takeaways, and why this only reinforces my bullish stance.

TLDR:
BitMine is not just an ETH staking vehicle. It’s increasingly looking like a Berkshire Hathaway–style capital allocator for the digital economy, with massive cash generation, zero balance-sheet stress, and a real narrative + distribution edge.

1) Radical transparency (this matters more than people think)

First, credit where it’s due.

BitMine runs open, public shareholder meetings, live, with real Q&A.
Shareholders of all sizes can participate. No closed doors. No filtered narratives.

This should be the norm , but it isn’t.
And it speaks volumes about confidence, alignment, and culture.

2) The “Alchemy of 5%” is closer than most realize

BitMine’s long-term target is to reach 5% of total ETH supply.

Originally framed as a multi-year goal, they’ve already achieved a substantial portion of it. More importantly:

• With ~$1B in cash on the balance sheet
• They already control ~75% of the ETH required to reach that 5% target

According to Tom Lee, the 5% threshold is expected to be reached this year.

Why 5% matters:

• Large enough to be structurally influential
• Small enough to not crowd out the ecosystem
• Positions BitMine as a serious security and infrastructure participant, not a risk factor

This is the sweet spot.

3) Staking economics are already staggering

This is where the slides really matter.

At today’s ETH prices, BitMine already generates:
• $402–$433M per year from ETH staking + cash yield

Once they reach the 5% ETH target, still assuming today’s prices:
• $542–$583M per year in pre-tax income

That alone would place BitMine among the top ~20 most profitable companies in the U.S., with an absurdly low employee count.

Now extend that forward.

4) ETH appreciation turns this into a cash machine

At $12,000 ETH (a price level BitMine explicitly models):

• Annual staking income jumps to ~$2.0–$2.2B per year

That’s recurring, non-dilutive cash flow.

At that point, valuation becomes trivial math.
Even conservative multiples imply massive upside.

More importantly, this funds:
• Moonshot investments
• Tokenization platforms
• L2 and DeFi infrastructure
• Potential shareholder returns

All without leverage.
All without dilution.

5) Moonshots with asymmetric distribution
The MrBeast investment is far more strategic than it looks

The $200M investment into Beast Industries deserves more attention than it’s getting.

This is not a “fun” or random allocation.
It’s a distribution-first capital deployment.

MrBeast is not just a YouTuber. He is arguably the largest media company on Earth that hasn’t been labeled a media company yet.

He controls:
• Unmatched global reach
• Cross-platform dominance (YouTube, Shorts, TikTok, X, IRL)
• A generation-scale audience that actually engages, not just watches

In a world where capital increasingly competes for attention, this matters enormously.

Markets today are not driven purely by fundamentals or valuation.
They’re driven by narrative velocity and distribution efficiency.

And no one distributes better than MrBeast.

Why this fits BitMine perfectly

BitMine is building a treasury-backed, cash-generative ETH platform. That alone is powerful.

But pairing that with direct access to the world’s largest content engine creates something far more asymmetric.

This partnership gives BitMine:
• Cultural relevance without gimmicks
• A non-financial on-ramp into mainstream consciousness
• A way to explain Ethereum, staking, tokenization, and digital ownership to hundreds of millions of people without sounding institutional or academic

That is extremely rare.

Narrative is not fluff.
Narrative is capital formation infrastructure.

6) This is starting to look like Berkshire, not a staking proxy

This is the reframing that matters most.

BitMine is not “just”:
• An ETH treasury
• A staking yield play

It’s becoming:
• A capital allocator
• A cash-generating base layer
• A platform for reinvestment into the digital economy

That’s Berkshire logic, just applied to Ethereum.

7) Balance sheet strength + liquidity = durability

Final points that shouldn’t be overlooked:
• Zero debt
• ~$1B cash
• Highly liquid stock (institutions and retail can participate without distortion)
• No liquidity mismatches
• No forced selling risk
• No leverage fragility

This is a company built to survive volatility, not fear it.

Closing thought

What stood out most wasn’t just the numbers.
It was:
• The clarity of strategy
• The confidence without arrogance
• The long-term thinking
• The willingness to engage openly

BitMine increasingly looks like a core digital holding company, not a trade.

For me, this meeting didn’t change the thesis — it validated it.

Very bullish on $BMNR and @fundstrat

[BeachFella @GM772013]

@BMNRBullz Here we go, and we are just getting started.

[BeachFella @GM772013]

@BrokenToysInv @FIREDUpWealth 8. Sofi for the win.