BITMINE WEEKLY UPDATE
TOM LEE and Bitmine just added another 52,202 ETH in one week.
Updated holdings:
🔹 205 Bitcoin
🔹 $601M cash
🔹 $104M stake in Eightco $ORBS
🔹 $180M stake in Beast Industries
🔹 5,672,956 ETH, now 4.7% of supply
Bitmine is now 94% of the way to its 5% ETH target.
The accumulation continues.
$ETH $BMNR
INTERVIEW: @CryptoHayes - The AI Crash That Could Send bitcoin:native to $1M
Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks.
Inside the episode:
- AI CapEx mania
- Why ethereum:native looks cheap
- Oil as the macro bear case
- “The Fed can’t print Moore’s Law”
- How an AI credit event could send money back into crypto
- Why @HyperliquidX can challenge @binance
- Why the inventor of perps says not to use leverage
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TIMESTAMPS
0:00 Why Arthur Sold HYPE, NEAR and ZEC
4:26 The AI Trade Starts to Look Crowded
6:25 How Arthur Is Positioned Now
7:15 Crypto’s Strange Market Dispersion
11:09 Oil, Iran and the Fake-Out Risk
14:16 Why the Iran Deal May Not Be Durable
17:29 Can AI Survive Higher Oil?
21:20 The AI Bubble Thesis
26:11 China’s Cheap AI Threat
30:38 The Credit Event Arthur Is Watching
35:51 The 2028 Perfect Storm
39:45 Why AI Is Draining Crypto’s Bull Market
44:28 Arthur on Inventing Perps
48:11 Why Perps Could Eat Wall Street
51:18 Socialized Loss Explained
53:21 Onshore vs Offshore Perps
55:50 Why Hyperliquid Can Flip Binance
56:30 The Perp Inventor Does Not Use Leverage
ETHEREUM COULD FACE A FUNDING CRISIS WITHIN MONTHS.
Tom Lee's response: zero chance.
"Funding secured."
That was his entire reaction to a warning from a former Ethereum Foundation contributor who said $ETH's core development ecosystem could face a crisis within 3 to 9 months.
Ethereum will be part of the AI narrative
There is still lots of room to grow.
I’m positioned in newer less liquid Ethereum with a huge community and a founder known for having a bunch of eth and buying his own coins
PulseChain
Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030
“I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.”
Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC.
“My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.”
Source: @MilkRoadMacro@milkroaddaily (Mar 2026)
Today I joined @standwithcrypto and @fund_defi on Capitol Hill to meet with @SenatorSlotkin
office.
We discussed the Clarity Act, why digital assets need clear rules, why developer protections matter, and why it's time for a Senate floor vote.
Grateful to the Senator's team for the conversation.
"IMMEDIATE SUSPENSION of ALL vaccine mandates is REQUIRED — right now.
People are being vaccinated AGAINST THEIR WILL.
Every single year, 275,000 children are devastated with profound autism.
This is a FAR WORSE crisis than polio in the 1950s."
— Dr. Peter McCullough, MD
The shots are destroying an entire generation of children.
This must STOP before it’s too late.
Socialism is retarded
Change my mind
"No Socialist Government conducting the entire life and industry of the country could afford to allow free, sharp, or violently-worded expressions of public discontent.
They would have to fall back on some form of Gestapo, no doubt very humanely directed in the first instance.
And this would nip opinion in the bud; it would stop criticism as it reared its head..."
- Winston Churchill
Ethereum is winning and ETH will be valued in the many trillions.
corpo chains are a dead end
tldr
on security and freedom:
>large players will never agree to settle on a competitor's infrastructure.
>We have seen this play out again and again: Linux out-built proprietary Unix, the open web displaced corporate walled gardens; Wikipedia displaced Britannica. Each time, the proprietary alternative had the early lead — a more focused product, larger marketing budgets, business development teams — and each time that lead eroded after the open system crossed a threshold of accumulated contribution, tooling, and credible neutrality.
the why Ethereum:
>The institutions building tokenized finance are choosing Ethereum not out of ideology but because the liquidity, composability, and institutional precedent are already there.
Europeans and American patriots!
Tomorrow, the courts of my country, France, may decide to send me to prison for daring to say on television that “the main danger to women in France is Black African and Arab immigrant men.”
Meanwhile, my own attacker, a Tunisian migrant, is still at large.
I need your help to generate media pressure and hope to be acquitted.
They cannot silence the truth!
Thank you for your support 💪🏻🇫🇷
James Woods dropping truth bombs as usual.
America isn’t divided by race, color, gender, or orientation. We’re divided into wise people and fools.
And the fools? They obsess over those very divisions. 💯
Former atheist says Jesus Christ appeared to him in a dream as he hung off the edge of a cliff, crying for help.
He didn’t understand the dream when he woke up. He figured it out later.
But once he did, he could no longer remain an atheist.
DR. SY GARTE: “I was hanging from the edge of a cliff, terrified. I didn’t know what to do, and I couldn’t climb up.”
“I was holding on with my hands, and I screamed out, ‘Help. Help.’ I didn’t know who I was calling to. I just said, ‘Help, help.’ And I heard a voice say, ‘Just let go.’ And I said, ‘What? What? I fall down?’”
“And the voice said, ‘Just let go.’ So I finally said, ‘Well, okay.’ So I let go. And the moment I let go, the entire landscape turned 90 degrees. And instead of hanging from a cliff, I was lying on the ground.”
“And there was a man whose voice I had heard standing there. That was the man who said, ‘Just let go.’ I woke up, and I was like, ‘Whoa, what was that?’ I didn’t know what he meant by ‘just let go.’ I didn’t know who it was.”
“Eventually, I found out that the man was Jesus Christ. And what I had to let go of was all the baggage that was in my life that was absolutely blocking me from even considering the idea of a God.”