Bitmine (NYSE-BMNR) $ETH

The alchemy of 5% of ETH | NYSE | Thomas (“Tom”) Lee Chairman @fundstrat

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

🧵
Treasury Sec Bessent @SecScottBessent validating 'total addressable market' (TAM) of crypto exponentially higher than it was a few years ago.

[Matt Hougan @Matt_Hougan]

Spent my morning reading this recent speech from @SecScottBessent. It lays out a new and defining vision for America's role in the economy for the next 100 years. @elerianm calls it a "remarkably important speech."

Bessent organizes his vision around five principles. Principle 3 is, "America will write the rules of the next economy." He gives one example of what this means:

"Digital assets, stablecoins, tokenization, and new payment systems will help to shape the future of money. The United States should not consign itself to the sidelines while that future is built elsewhere."

If you've wondered how committed Washington is to making crypto succeed in the US, that tells you something.

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

Yas 👏

[⟠ @ryanberckmans]

ARK Invest's Cathie Wood: "The more Layer 2's that evolve, the more important the underlying becomes"

ethereum:native

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

Financial institutions favor Ethereum by a massive ratio over any other chain

Bitmine is the largest holder of $ETH in the world

$BMNP $BMNR
solana:MYXqkDYbzr7vjXAz2BapR4AiYRXzoikGirrLoRzondo

[Coin Bureau @coinbureau]

🚨ROBINHOOD CHAIN JUST FLIPPED HYPERLIQUID IN DEX VOLUME

Robinhood Chain processed more than $560 MILLION in DEX volume over the past 24 hours, setting a new all-time high and overtaking Hyperliquid.

Daily active addresses surged toward 200,000, with over 140,000 first-time users, while nearly 16,000 new tokens launched in a single day.

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

Ethereum 2.0 is addressing a larger market and thus, $ETH should have higher future potential value

Bitmine $BMNR is leveraged to the price of ETH

ETH is money

[Cointelegraph @Cointelegraph]

🔥 LATEST: BitMine outlined a bullish Ethereum thesis, arguing that stablecoins, enterprise adoption, tokenization, and AI are expanding ETH’s total addressable market (TAM).

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

7/
Bitmine $BMNR has a high beta to the price of $ETH given:

- BMNR largest holder of ETH in the world
- permanent capital of the balance sheet
- MAVAN is the largest single staking operator in the world
- BMNR has moonshot investments in defi and the future of finance

Below is the illustrative implied share price based on the historical correlation of $BMNR and $ETH

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

🧵
Treasury Sec Bessent @SecScottBessent validating 'total addressable market' (TAM) of crypto exponentially higher than it was a few years ago.

[Matt Hougan @Matt_Hougan]

Spent my morning reading this recent speech from @SecScottBessent. It lays out a new and defining vision for America's role in the economy for the next 100 years. @elerianm calls it a "remarkably important speech."

Bessent organizes his vision around five principles. Principle 3 is, "America will write the rules of the next economy." He gives one example of what this means:

"Digital assets, stablecoins, tokenization, and new payment systems will help to shape the future of money. The United States should not consign itself to the sidelines while that future is built elsewhere."

If you've wondered how committed Washington is to making crypto succeed in the US, that tells you something.

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

6/

ETH 1.0
- 2015 to 2026
- ICO boom 2017
- NFT boom 2020-2021
- stablecoin boom 2025-now
- ETH peaks $4,866 2021 and $4,955 in 2025

ETH 2.0
- new foundation era
- Glamsterdam
- Enterprise engagement
- financial settlement layer moves to blockchain
- AI era bring agents using crypto
- machine to machine commerce requires blockchains
- ETH becomes the unit of account
- ETH is money

ETH 2.0 = expected massive $ETH demand and price increase

[Squawk Box @SquawkCNBC]

"I think July is going to be a stronger month for stocks," says Tom Lee of @fundstrat: https://t.co/XrXa9WEchI

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

5/
According to data from Fundstrat

-$BMNR traded average daily dollar volume of $543 million (4-day average, as of July 2, 2026),
- ranking #233 in the US
- behind Semtech (rank #232) $SMTC @semtech
- ahead of TTM Technologies (rank #234) $TTM @ttm_tech
among 5,704 US-listed stocks (https://t.co/WZEKGTmElL and @fundstrat research).

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

1/
BitMine provided its latest holdings update for July 6, 2026

$11.1 billion in total crypto + "moonshots":
- 5,742,237 ETH at $1,800 per ETH per ETH (per @coinbase)
- 206 Bitcoin (BTC)
- $180 million stake in Beast Industries @MrBeast
- $71 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and
- total cash and marketable securities of $527 million.

Ticker: $BMNR
Chairman: Tom Lee @fundstrat

Link ⛓️
https://t.co/0CFT5ZlzKZ

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

4/
As of July 6, 2026, Bitmine total staked ETH stands at 4,879,157 ($8.8 billion at $1,800 per ETH).

Annualized staking revenues are now $235 million. Bitmine's own staking operations generated a 7-day yield of 2.68% (annualized)

Total staked $ETH by week:
- 7/5/26: 4,879,157 ETH
- 6/28/26: 4,879,157 ETH
- 6/21/26: 4,718,677 ETH
- 6/14/26: 4,718,677 ETH
- 6/7/26: 4,718,677 ETH
- 5/31/26: 4,718,677 ETH
- 5/25/26: 4,712,917 ETH
- 5/17/26: 4,712,917 ETH
- 5/10/26: 4,712,917 ETH
- 5/2/26: 4,362,757 ETH
- 4/26/26: 3,701,589 ETH
- 4/19/26: 3,334,637 ETH
- 4/12/26: 3,334,637 ETH
- 4/5/26: 3,334,637 ETH
- 3/29/26: 3,142,643 ETH
- 3/22/26: 3,142,643 ETH
- 3/15/26: 3,040,515 ETH
- 3/8/26: 3,040,483 ETH
- 3/1/26: 3,040,483 ETH
- 2/23/26: 3,040,483 ETH
- 2/17/26: 3,040,483 ETH
- 2/8/26: 2,897,459 ETH
- 2/1/26: 2,897,459 ETH
- 1/26/26: 2,009,267 ETH
- 1/19/26: 1,838,003 ETH
- 1/11/26: 1,256,083 ETH
- 1/4/26: 659,219 ETH
- 12/28/24: 408,627 ETH

[Fundstrat Direct @FundstratDirect]

Tom Lee looks ahead to 2H 2026 and lays out 6 factors behind why @Fundstrat is buying the dip, in his latest Macro Minute for members.

Start your 30-day free trial today to watch the full clip: https://t.co/BZgRwCsCdr

[Fundstrat Direct @FundstratDirect]

.@fundstrat's Tom Lee on @CNBCClosingBell today: he still sees upside near term, then a potential pullback, before a push into year-end. He breaks it all down, with Fundstrat's latest top stock ideas, in our Macro Update webinar July 16. Request your invite: https://t.co/j6y1AaXAo5

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

The addressable market and associated bottlenecks SpaceX solves is arguably one of the most significant for the next 10-15 years

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

Yes

[The Defiant @DefiantNews]

BREAKING:

The same backers behind @ethlabs_org (Sharplink, Bitmine, Joe Lubin) are now funding a second Ethereum Foundation spinout: Ethereum Institutional, focused on BD and go-to-market

Ethlabs builds the tech. @ethereuminsti talks to the banks.