I can't believe ORDI swept the lows under $2.8 and shook everyone out on the way except the most dedicated diamond hands who kept accumulating
And now it's poised to bring the momentum back to attack new highs
Thus trolling everybody in the maximum possible way...
I can't believe ORDI swept the lows under $2.8 and shook everyone out on the way except the most dedicated diamond hands who kept accumulating
And now it's poised to bring the momentum back to attack new highs
Thus trolling everybody in the maximum possible way...
The first decentralized voting board.
a memecoin that buys @BitMNR shares. 1% of every trade goes to the DAO treasury. the treasury buys $BMNR. the shares vote how $TOMMY holders say. that's the whole product.
0x55038C3b214aabE2f20108F37e31Cf782AbFB244
$TOMMY
Ethereum's explosive move towards $10000 might happen by end of 2026, here's how options are driving $ETH $BMNR next big moves:
> Someone buys a big $ETH call (or call spread).
> The seller doesn't want to be naked short. So they hedge by buying ETH — spot, perps, or futures. How much depends on the option's delta: at $2,400 a $5,000 call has a small delta, so they buy a little. As ETH rises toward $5,000, delta climbs and they have to buy more. Their buying pushes the price up, which makes them buy more. That's a gamma squeeze — the price move creates its own demand.
> $ETH rising makes $BMNR rise faster. @BitMNR holds $ETH, so its stock is a levered ETH proxy. When ETH runs, traders pile into BMNR calls the same way. Market makers who sold those calls hedge by buying BMNR shares. Same loop, second asset.
> If BitMine can sell $1 of new stock and it buys $1.50 of "ETH value" in market cap, every share it issues is accretive. So it sells stock at the premium and buys more ETH with the proceeds — adding real spot demand on top of the options hedging.
> BitMine's buying pushes ETH higher, which pushes $BMNR higher and gives $BMNP more capacity to raise money for $ETH, which widens the premium, which lets them issue more. That's the flywheel. Options on both assets are the accelerant because they force other people to buy at the worst possible time — into strength.
This cycle could be sharper than 2021. onchain options venues like Derive, a deep @DeribitOfficial book, listed $ETHA options, listed $BMNR options, and a treasury company with an explicit mandate to keep buying. Every one of those is a source of forced hedging demand that didn't exist at scale in the last cycle. $ETH is a crowded short leg. Shorts covering into a gamma squeeze is another buyer who didn't choose to buy.
@fundstrat@BitMNR@Badie912@SAMALTCOIN_ETH@SweatyKodi@bmnrtrust@BMNRBullz@Rock_it_Will@Micro2Macr0@koolkrypto223@Bastiaan_ETH@krugman87@SolarEtherPunk@DecodeMarkets
https://t.co/maNdTuNXJA
a ton of chinese KOLs actually missed niulai and marscoin, because these coins where mainly doing the volumes on fomo and pump apps, and the chinese kols were trading on gmgn and missed them
you look at the "pons of bsc" flap dot sh, @eth_cedric actually trades on fomo!
this time it's super interesting that some of the biggest chinese coins are actually led by western kols
the chinese kols will have to chase after we go higher
for the first time in history bsc in indistinguishable from coins from any other chain, you have bonkguy screaming about bsc szn, you have heyi following bonkguy, and you have western degens actually being first to some of these coins, you are early
Tom @fundstrat
A structural idea that completes the story you told in the July 8-K that Robinhood Chain proves ethereum:native is money.
Today @BitMNR onchain presence is still small.
The proposal: tokenize $BMNR actual cap table — Galaxy-style, through an SEC-registered transfer agent on Robinhood chain. Native registered shares, not wrapper claims.
What it unlocks:
1. $BMNR becomes the first ethereum:native treasury company whose equity settles on the asset it holds. The reflexive loop closes — treasury on Ethereum, shares on Ethereum, mNAV computable onchain block by block.
2. Shares become DeFi collateral.
3. 24/7/365 price discovery.
4. Narrative dominance. "Bitmine holds 5% of ethereum:native AND $BMNR stock runs on it" is a one-line story no competitor can copy quickly — and it makes BMNR the default equity rail for everything being built on tokenized stocks right now.
The memecoin-LP mania around tokenized HIMS/MSTR this month shows the demand for onchain equity exposure is real and starving for float. $BMNR should own that demand with registered shares, not let an offshore wrapper collect it.
member of @FundstratDirect Bitmine Marine @mmmikema
I own $ETH since 2020
I’m 90% sure this September is the start of a bull for crypto
It’s going to be a big up month for ethereum and that’s good for @BitMNR
I can feel it
$ETH $BMNR