Fedex_Trader.eth

Engineer by day, investor with deep conviction🔧📊🚀 CME Futures addicted. $BMNR $SBET $ETH $SOL $GLXY $SLMT $COIN $ORCL

[Shay Boloor @StockSavvyShay]

$ORCL is partnering with OpenAI to make OpenAI’s frontier models and Codex easier to access for Oracle Cloud Infrastructure customers.

This gives OCI enterprises a more direct path to build and scale AI applications on OpenAI’s latest models.

[Thorsten Froehlich @FroehlichThors1]

IT'S OVER, RIGHT?

The toxicity engulfing #crypto right now is nothing short of spectacular. Ethereum has been declared dead so many times it could qualify for a pension - yet here it is, fully embraced by Wall Street, with institutions putting real financial infrastructure on-chain. And somehow, in the peculiar logic of crypto Twitter, this is taken as further proof of its demise.

Ask yourself:

When one of Ethereum's founders launches a DAT, is he really doing so to torch his own reputation and light money on fire? Is Wall Street migrating financial rails on-chain because someone told them it would look nice on a mood board? Both interpretations strain credulity.

The actual story is simpler and less dramatic than the doomposters would have you believe. Crypto took a beating - not because it was broken, but because capital is a restless creature.

It chases bubbles sequentially, one after the next, and for a while the queue was elsewhere: AI, energy, defence, precious metals, semis (not in that order).

Crypto is sitting in the waiting room, until it's called by the nurse.

$ETH
$SBET
$BMNR

[Cointelegraph @Cointelegraph]

🚨 BIG: Visa partners with OpenAI to enable secure agent-driven payments using its global network and tokenized credentials within AI-powered commerce.

[Solana Hub @SolanaHub_]

Top 10 L1 blockchains by trading volume (last 30D) 👇

@ethereum leads for now.

But @solana is right behind — and gaining fast.

Then the rest:
@BNBCHAIN
@base
@arbitrum
@0xPolygon
@avax
@Optimism
@unichain
@PlasmaFDN

Which chain are you trading on? 🚀

[Coin Bureau @coinbureau]

🚨JAPAN JUST OFFICIALLY ACCEPTED CRYPTO AS A MAINSTREAM FINANCIAL ASSET

The world’s 4th largest economy will treat crypto like stocks, with taxes on assets like BTC and ETH to fall from 55% to 20% by 2028.

[Shay Boloor @StockSavvyShay]

$ORCL was just awarded a U.S. government contract to provide HR software.

[vibhu @vibhu]

Wow @WSOP

[BMNR MNAV Tracker @BMNRTracker]

Tom Lee on why $BMNR increased their buys this past week:

“We increased our buying as we believe this pullback in ETH prices does not reflect the strengthening of Ethereum fundamentals. This is not surprising given we are in the early stages of crypto spring.”

[BMNR Bullz @BMNRBullz]

MASTERCARD JUST PUT CRYPTO INTO THE AI PAYMENTS RACE.

Mastercard launched Agent Pay for Machines, a new system for AI agents and machines to make permissioned payments at machine speed.

The partner list is the signal:

🔹Coinbase
🔹Ripple
🔹Solana
🔹Polygon
🔹Aave
🔹OKX
🔹Stripe

AI agents need payments that move instantly, globally and programmatically.

Crypto is being pulled into the payment layer.

$ETH $SOL

[Solana Daily @solana_daily]

🚨 @Mastercard launches Agent Pay for Machines, and Solana among its first ecosystem partners alongside Aave, Coinbase, OKX, Polygon and Ripple.

[chase @therealchaseeb]

Everyone outside of solana is wasting their time writing threads on why solana is cooked AGAIN.

Meanwhile, Solana teams, including Anza are shipping like crazy in the bear to position themselves for the bull.

Solana will win.

[Fedex_Trader.eth @Fedex_trader]

@CryptJynx ✅

[CryptJynx @CryptJynx]

Follow Will Owens of $GLXY Research

[Leo Lanza | Lanza.eth @leolanza]

Fidelity is buying ETH!

[Fedex_Trader.eth @Fedex_trader]

Yep, that is the reason accumulation at this levels is the way to go.

ethereum:native $GLXY $BMNR $SBET

[BuyTheDiplo @BuyTheDiplo]

Pure $BMNR hopium math:

BMNR’s “Alchemy of 5%” target is roughly 6.035M ETH.

If they get there, $BMNR becomes the closest thing the public market has to a giant Ethereum treasury + staking yield vehicle.

Now imagine $ETH wakes up again.

Assuming BMNR reaches 5% of ETH supply and share count stays around 586M, rough NAV/share looks like this:

ETH $3K = BMNR NAV/share around $32
ETH $4K = around $42
ETH $5K = around $52
ETH $6K = around $63
ETH $7K = around $73
ETH $8K = around $83
ETH $9K = around $94
ETH $10K = around $104

But that is only NAV.

In a real ETH bull cycle, treasury stocks do not always trade at 1x NAV.

They can trade at 2x, 3x, even 4x NAV if the market believes they can keep raising capital, staking ETH, increasing ETH per share, and becoming the dominant public ETH proxy.

So the dream math becomes:

ETH $3K
BMNR at 2x-4x NAV = roughly $64-$127

ETH $4K
BMNR at 2x-4x NAV = roughly $84-$168

ETH $5K
BMNR at 2x-4x NAV = roughly $105-$210

ETH $6K
BMNR at 2x-4x NAV = roughly $125-$251

ETH $7K
BMNR at 2x-4x NAV = roughly $146-$292

ETH $8K
BMNR at 2x-4x NAV = roughly $167-$333

ETH $9K
BMNR at 2x-4x NAV = roughly $187-$374

ETH $10K
BMNR at 2x-4x NAV = roughly $208-$416

That is why $BMNR gets weird.

It is not just ETH beta.

It is ETH beta + staking yield + treasury premium + reflexivity.

The reflexivity is the fun part:

If BMNR trades above NAV, they can potentially raise capital at a premium.

If they raise capital at a premium and buy more ETH, NAV/share can grow.

If NAV/share grows, the market may reward the premium again.

That is the MSTR-style loop, but for ETH.

Now $BMNU is the degenerate side quest.

$BMNU is 2x daily $BMNR.

Not 2x forever.

Daily.

That means if BMNR trends cleanly, BMNU can go absolutely vertical.

But if BMNR chops sideways, BMNU can bleed even if the long-term thesis is right.

Rough dream math from around $1 BMNU:

If BMNR goes to $60-$70, BMNU could be $10-$15+ in a clean trend.

If BMNR goes to $100-$150, BMNU could be $35-$80+.

If BMNR goes to $200+, BMNU can become a full chaos instrument.

But only if the path is clean.

A violent up/down chop can destroy the math.

Timeline for the dream:

ETH $3K-$4K: possible in a strong recovery window if ETH reclaims $2K, ETF flows return, and ETH/BTC turns.

ETH $5K-$6K: more likely during a real bull expansion where ETH reclaims ATH and institutions rotate beyond BTC.

ETH $8K-$10K: late-cycle dream scenario, probably needs ETF demand, CLARITY-style regulatory tailwinds, stablecoin/tokenization growth, staking demand, and full ETH narrative revival.

Simple read:

$ETH is the asset.

$BMNR is the public treasury vehicle.

$BMNU is the leveraged lottery ticket.

If ETH returns to beast mode and BMNR reaches 5%, the stock does not need to trade at NAV forever.

The real hopium is mNAV expansion.

That is where the numbers get stupid.

[Nicolas Flamel @NicolasFlamelX]

Yesterday, $GLXY had a 4.12M share block trade — $131.5M notional, 2.2% of the float — at a 3.7% premium

[Galaxy @galaxyhq]

Starting in just a few hours ⏰

Join Galaxy’s Global Markets Trading Desk at 11:00 AM ET for a discussion on how prediction markets are evolving into an institutional asset class.

We'll unpack:

🔹 The CLARITY Act OTC prediction market trade

🔹 Institutional use cases

🔹 The future of event-driven markets

Register here: https://t.co/vNgkJ41eyM

[John Belizaire @jbelizaireCEO]

In case you missed it. $SLNH

[Soluna @SolunaHoldings]

Briscoe Wind Farm is now fully integrated into Soluna's operations.

Routine, scheduled maintenance completed.

150 MW of owned renewable generation, co-located with Project Dorothy.

The ownership chain from generation to compute at Dorothy 1 is complete.

#RenewableComputing $SLNH

[Cole’s Trades @ColesTrades]

I believe in $ETH long-term, therefore I believe in $BMNR long-term

I’M LOADING THE BOAT AT $16