ValInv

#Valueinvestor #SpecialSituations Investing Goal is to identify Value Opportunities. DO NOT accept any of my comments as investment advice.

[ValInv @ValInv1]

SOXS

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

@wiseadvicesumit $WLD is going higher

[Wise Advice @wiseadvicesumit]

$WLD is up over 75% this week while most of the market has been struggling. 🔥

Why?

• Arthur Hayes put a $10 target on it
• Eightco now holds 283M WLD
• Token unlock pressure drops 43% in July
• World ID adoption keeps expanding across new platforms

The interesting part isn't the pump.

It's that the market is starting to price $WLD as an AI infrastructure bet rather than just another altcoin.

Whether that's justified or not is a different question. 👀

[Sholi @Sholi_software]

The most important product crypto created will be ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 by Sam Altman. It’s already obvious.

Created in 2019 by @sama to protect humans in the post-AI world, years before the “ChatGPT moment”.

Nice video with Sam about ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 👇

[ORBS Official (NASDAQ: $ORBS) @Iamhuman_ORBS]

As AI floods the world with synthetic content, two things get scarce: distribution and trust.

@MrBeast has both. 500M+ followers and the most-watched channel on @YouTube.

$ORBS holds $18M in Beast Industries, co-invested with $BMNR.

[Overkill Trading @OverkillTrading]

📉 BLOOD IN THE MARKET! Time To Panic Or Prepare? 🚨 Overkill Watchlist (J... https://t.co/oyLV7t7zbA @OverkillTrading

[Overkill Trading @OverkillTrading]

$ETH Bulls Vs Bears 🚨 June 5

[Overkill Trading @OverkillTrading]

Buying at 52 week lows > Buying at 52 week highs

[Overkill Trading @OverkillTrading]

ETHEREUM 🚨 JUNE 5

[Capybara Stocks @capybaraReborn]

This is why I’m long $1m $BMNR

BitMine, for those unfamiliar with the DAT space, has against all odds emerged as the only DAT to challenge Strategy’s scale and focuses on Ethereum instead of Bitcoin.

One of the key differences of ETH is that it can be staked to generate yield, which @BitMNR has so far used to invest $200 million in Beast Industries and indirectly into Open AI through its role in $ORBS.

ETH in general is currently trading at low prices and BitMine at an mNAV below 1, which makes it an attractive instrument by these metrics alone but only looking at this $SBET would be better positioned.

The deciding factor for BMNR is about to happen with their entry into preffered equities, the only known cure to mNAV increase above 1 with people ready to pay premiums to get leveraged exposure. Both Strive and Strategy have done this so far with $STRC and $SATA.

The value prop for investors in the preferred is simple, guaranteed yields with payouts semi/monthly or even daily in Strive’s case in the 12-13% APY range backed by large crypto holdings. The leveraged exposure then has the effect to bring in more buyers and raise mNAV and restart a flywheel that services the preferred as well.

Bitmine’s case is however unique as opposed to BTC DATs, BitMine actually has revenue from staking to service the preferred, making it easier to scale and deploy this program; which is why it is aiming for a 9% APY instead of 13%.

If BitMine is able to deploy it at these levels it will both increase eth exposure at low prices and show it warrants a lower cost of capital which will raise its mNAV even further.

Target for BitMine is 25-30 which would be a near 2x from current levels and would imply ETH in a sub $3k range.

[The Future is Now 🕸️ Signal & Scale @SignalScale]

BREAKING NEWS: $BMNR preferred -> BMNP

PT: $100 (within 18 months)

- BMNR is moving from common-equity ATM funding toward a Saylor-style capital stack, but at a much smaller and cleaner scale

- Gross potential raise: $300M
- Annual cost to service: < $30M
- Russel 1000 PASSIVE rebalance/flow: >$200M

- Total firepower: >$500m

- ETH at the bottom, so timing may turn out to be "lucky"

- BMNR is evolving from:

ATM-heavy ETH acquisition

to

ETH treasury staking yield + capital structure arbitrage vehicle (like STRC, SATA)

[ValInv @ValInv1]

$BMNR
P/S Ser A "REDEMPTION &amp; REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP &amp; $BMNR PAYS BACK P/S&amp; Does shareholder buyback ACCRETIVE.

[Mike Novogratz @novogratz]

This is what building looks like. Over 1,000 workers. Every day. West Texas. We said we were going to build the infrastructure the AI economy runs on. We meant it.

[ValInv @ValInv1]

@novogratz $BMNR
P/S Ser A "REDEMPTION &amp; REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP &amp; $BMNR PAYS BACK P/S&amp; Does shareholder buyback ACCRETIVE.

[ValInv @ValInv1]

@billfour $BMNR
P/S Ser A "REDEMPTION &amp; REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP &amp; $BMNR PAYS BACK P/S&amp; Does shareholder buyback ACCRETIVE.

[ValInv @ValInv1]

@ARKInvest $BMNR
P/S Ser A "REDEMPTION &amp; REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP &amp; $BMNR PAYS BACK P/S&amp; Does shareholder buyback ACCRETIVE.

[ValInv @ValInv1]

@BitMNR $BMNR
P/S Ser A "REDEMPTION &amp; REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP &amp; $BMNR PAYS BACK P/S&amp; Does shareholder buyback ACCRETIVE.

[ValInv @ValInv1]

AI provider $PATH delivers 2 bullish signals Free Cash Flow &amp; Gross Margins impressive. Short Float 31% problem or Squeeze? https://t.co/F0tj9Afnl0

[Dr. Ritika Singhal @DrRitikaS]

$WLD..... there we go 💗

[Sholi @Sholi_software]

$WLD

👇

[ValInv @ValInv1]

$BMNR P/S Ser A "REDEMPTION &amp; REPURCHASE We will have the right, at our election, to redeem the P/S Ser A, in whole or in part, at any time, or from time to time, for cash" Val $BMNR BUY $ETH &amp; + &gt; past 5% 6M.
$ETH goes up payoff P/S =Accretive then execute shareholder buyback

[The Wolf Of All Streets @scottmelker]

BREAKING: BITMINE $BMNR ANNOUNCES PROPOSED 9.50% SERIES A PERPETUAL PREFERRED STOCK OFFERING $BMNP TO FUND $ETH ACQUISITIONS, STAKING INFRASTRUCTURE, AND STRATEGIC DIGITAL ASSET EXPANSION