Yves Ngenzi

Retail investor focused on uncovering undervalued companies with high potential. Sharing market insights & research. Opinions are my own — not financial advice

[Forum @forummarkets]

🚨 NEW FROM ETHZILLA 🚨

We are excited to share that ETHZilla plans to deploy ~$47 million worth of ETH into @puffer_finance - a liquid restaking protocol.

This is our second engagement with DeFi protocols with more coming soon.

The opportunity is $ETH. The ticker is $ETHZ.

[Yves Ngenzi @YNgenzi6]

Did you buy today because #Ethereum is so cheap. I hope you did

[Forum @forummarkets]

🚨 ETHZilla updates 🚨

- ETHZilla raised an additional $350 million USD via new convertible debentures.

- We repurchased an additional ~0.5 million shares at an average price of ~$2.41 each bringing total shares repurchased to 6.45 million.

- ETHZilla continues to focus on building up its reserve of $ETH and deploying it within DeFi on Ethereum.

- Guidance for the rest of 2025 will be provided in ETHZilla's upcoming Q3 earnings release.

The opportunity is $ETH. The ticker is $ETHZ.

[Yves Ngenzi @YNgenzi6]

I hope $ETHZ was buying a ton #Ethereum today! #ethz #bmnr #Crypto

[Yves Ngenzi @YNgenzi6]

He might also buy $ETHZ

[Leshka.eth ⛩ @leshka_eth]

🚨 BREAKING:

TOM LEE just loaded up $98M worth of $ETH

he's positioning for something BIG?

[Leshka.eth ⛩ @leshka_eth]

🚨 BREAKING:

TOM LEE just loaded up $98M worth of $ETH

he's positioning for something BIG?

[Yves Ngenzi @YNgenzi6]

$Bmnr might buy ETHZ the rumor has it ! #bmnr

[Cryptoding @cryptoding]

BREAKING: 🚨

ETHZILLA will raise $350 MILLION to buy more Ethereum (ETH)! 🔥

This could be one of the largest ETH accumulation moves by an institution so far. 📈
Bullish signal for the Ethereum ecosystem ahead of the next market cycle! 🚀

ETH whales are growing stronger... 🐋

[BMNR Bullz @BMNRBullz]

ETHZilla Raise $350M $ETHZ

As Ethereum continues to solidify its position as a foundational asset in decentralized finance, ETHZilla’s announcement of a $350 million convertible bond issuance represents a strategic milestone.

This capital infusion will enable the company to expand its Ethereum holdings and allocate resources toward high-yield, cash-flowing assets via Layer 2 protocols and real-world asset (RWA) tokenization initiatives. Such moves not only enhance ETHZilla’s balance sheet but also underscore Ethereum’s growing appeal as a reserve asset for institutional players.

What elevates this to a potentially transformative event is the speculation around a merger with BitMine Immersion Technologies $BMNR, the largest corporate holder of ETH with over 2.4 million tokens valued at approximately $10.9 billion.

Both companies are aggressively building ETH treasuries, with BitMine recently raising $365 million through equity to further its acquisitions. Moreover, Peter Thiel’s Founders Fund holds significant stakes in each 9.1% in BitMine and 7.5% in ETHZilla suggesting aligned interests that could facilitate consolidation.

A combined entity would command unprecedented scale, potentially controlling a substantial portion of ETH supply and accelerating RWA adoption on Ethereum. This synergy could drive efficiency in treasury management, amplify cash flows from DeFi integrations, and position the merged firm as a dominant force in bridging traditional finance with blockchain infrastructure.

For investors, this scenario points to substantial upside ~ enhanced liquidity, diversified revenue streams, and a bullish catalyst for ETH’s price trajectory amid increasing institutional demand.

In summary, ETHZilla’s fundraising isn't just an expansion play, it’s a harbinger of strategic alliances that could redefine Ethereum’s ecosystem.

Watch this space closely; the implications for value creation are massive.

$ETH $BMNR $ETHZ

[Coinvo @Coinvo]

BREAKING:

ETHZILLA WILL RAISE $350 MILLION TO BUY MORE ETHEREUM!

[Cointelegraph @Cointelegraph]

🚨 LATEST: Ethereum treasury company ETHZilla plans to raise $350M through convertible bonds to buy more $ETH and deploy funds into cash-flowing assets on Ethereum through L2 protocols and RWA tokenization.

[Bart @alwaysbetmore]

$ETHZ ETHzilla has now 102k Ethereum holdings and repurchases 6M shares this month

- $ETH holdings valued at $460M
- Holds $228M cash

[Forum @forummarkets]

ETHZilla is very focused on $ETHZ.

We have $80 million that we are utilizing to buy back $ETHZ while it trades under NAV.

We have authorization to do this with up to $250 million.

The opportunity is $ETH. The ticker is $ETHZ.

[Amanda Zmolek @AmandaZmolek]

$ETHZ what a world.

https://t.co/zOP9hEmZ2y

[Bart @alwaysbetmore]

$ETHZ accumulates 102,246 $ETH holdings at an average price of $3,948.72 valued at $456M

[Paperhands McGee @stonkstradamus]

This $ETHZ monthly is crazy...

[SurrogateCap @SurrogateCap]

@Capitalweeek @YoYInvestor @ETHZilla_ETHZ @peterthiel $ethz filed DEF 14A on, Sept 5.

Peter Thiel had the same amount of shares - he is not selling in the $2 range 5 weeks after he invested :)

if you have patience - this mgt will have a plan to increase shareholder value in @ETHZilla_ETHZ

$bmnr $sbet $open
@peterthiel @avichal

[Eric Jackson @ericjackson]

I will be TWEETING in GREAT DETAIL in the coming days many of the great ideas Keith has for this business.

But what touched me the most was when he said “what the OPEN Aarmy has done in these last 7 weeks has got me totally energized. I’m waking up in the middle of the night writing down ideas of all the ways we can improve the business because of their passion!”

[Jack Straw @B4rryMcCockiner]

@ericjackson Due to your effort, dedication, and perseverance! We are all in awe and we thank you tremendously 🙏

[Maëlan @maelan_sdmr]

@8bitsteveo @Opendoor @ericjackson @rabois @shrisha

[Yves Ngenzi @YNgenzi6]

$ETHZ or ethzilla might run and is seating on the best price. after raising billions in a pipe to buy as much etherium as possible this might be a big play like sbet and bmnr . #sbet #bmnr #Crypto. Peter Thiel bought 7% of the company #PeterThiel #StockMarket

[Shrisha @shrisha]

Hey $OPEN fam, y'all are something else. I've literally scrolled through thousands of your tweets, from the genius-level ideas to the "how did they even think of that?" gems. Seriously, your passion is incredible.

I'm convinced AI is a core primitive for our next phase of growth. My personal stance on AI has shifted; a year ago, I thought it wasn’t quite there to do real work with real money on the line. Now, I'm convinced it can do way more than we think. We’ve built tools like Repair Co-pilot and RiskAI in days/weeks.

Since joining, we’ve built a small but mighty team of builders who have done 0-1 products before. We’ve been running lean, taking out a bunch of compute cost while quietly strengthening our AI muscles and ops tooling, like the new Key Agent App.

We just wrapped up a marathon board meeting, and we are 100% aligned. We’re locked and loaded to scale Key Connections and Cash Plus.

To get all the details on how we're reinvigorating AI at Opendoor, check out our full blog post.

Thanks for believing. Now let's go build the future. 🚀

https://t.co/u4q1AlRCNo