When the question is difficult and a skilled solution is not readily available, we often substitute with an easier question, and do not notice. Should I invest in Tesla? (Idk there’s so many variables to weigh) Do I like Tesla cars? (Yes)
BMNR is sitting on $600M cash and generating over $250M a year in staking rewards.
Tom Lee: "Money is becoming software and when you make it composable, there is a transformation of the economy - and that's really where Ethereum's going to shine."
With 80% of $ETH staked, investments in Mr. Beast and Eightco, and new Ethereum Foundation spin-offs getting funded soon, Tom Lee says the bull case is intact even if the price is brutal right now.
FT @Scaramucci@FundStrat@AllThingsMkts@SkyBridge.
@TrendGPS I need all the hopium I can get. Everything is good about BTBT except the price, but just accumulating with the hope it will later be seen as a gift
BTBT's latest investor deck outlines how we're actively leveraging more than 160,000 ETH into real financial infrastructure while continuing to scale high-performance AI capacity through @WhiteFiber_.
From disciplined capital allocation and collateralized lending that allow us to maintain our ETH exposure, to retrofitted Tier 3 data centers already shipping racks, this deck shows where we stand, how we're executing, and what we're building next.
Execution beats narrative.
Check it how here: https://t.co/TrxP9larMk
WHY $ETH COULD 1,000X
Ex-BlackRock exec with 20 years inside the institution machine says Ethereum is being underestimated like Amazon was.
People thought Bezos was building a bookstore, he was rebuilding commerce. The price lagged, then 1,000x'd. Same mistake people may be making with $ETH.
The scoreboard:
- 50%+ stablecoin activity
- 60%+ RWA share
- 1M+ historic builders
- Most liquidity + devs
- Solana: less than 1/10th ETH’s stablecoin activity
Institutions care about trust, security, liquidity and no chain competes with Ethereum on all three.
Ethereum is winning, $ETH gets repriced next.
My $BTBT thesis on $WYFI selling to acquire more ETH, leaves me thinking @SamirTabar will only sell the amount of $WYFI that offsets expenses, so we don’t pay taxes on $WYFI gains and slowly release the shares to the public.
$BTBT is currently trading for less than its 70% share of $WYFI
$787 million vs $1.7 billion
The WhiteFiber stake alone is worth $1.2 billion
Bit Digital also owns 158,462 ETH — worth an additional $275 million
And another $80 million in cash
Should you buy BTBT here?
Sold all my $STRC and $SATA at a small loss, it will hit par again, but I wanted that cash ready to buy dips, don’t want to have to worry about STRC dips