Rob Sechan

Dad, Founder, Managing Partner NewEdge Capital Group, CEO NewEdge Wealth, Board of @BitMNR, Contributor CNBC’s @halftimereport @Steelers fan

[Rob Sechan @RobSechan]

@MWWMHedge @jlebenthal Correct

[CaptSouthPhilly Invests @JoeyTphilly]

TRUTH by @RobSechan -
"... they'll get financing... and growth rates so high they can handle that".
Don't believe broadening out continues to work bc tech only at a 9% premium -Dot-Com was 100%!- market relating of healthiest companies- pillar of fundamentals intact- a "theme of a generation".
Idk how he feels about $NBIS , but I hold some Mags/Semis as well

[Rob Sechan @RobSechan]

Love this team!

[Scott Wapner @TheJudgeCNBC]

What a day. Grateful for my @HalftimeReport fam. From the producers to the Committee, you make this show tick. Grateful that you watch and give us your trust. As excited today as I was then. Let’s pick it up tomorrow. Love you all.

[Rob Sechan @RobSechan]

Wishing you well my friend. I know that you will kill it!

[Ben Mahdavi @BFMahdavi]

After more than a decade building @QuietCapital, I've decided to step into my next chapter as an entrepreneur and investor.

Grateful for the partners, teammates, and LPs I’ve had the privilege to work alongside, and proud of what we built together, especially the Access strategy and the broader platform around it. 🙏

For now, I want to say thank you to everyone who’s been part of the journey.

Excited for what’s ahead. I’ll share more soon. 🚀

[Frank Holland @FrankCNBC]

The crew! @HalftimeReport

[Rob Sechan @RobSechan]

AB 😂

[Eladio Santiago @EladioSantiag14]

@jimcramer @RobSechan @jimiuorio @davevermilion @gnoble79

[David Alton Clark @DavidAltonClark]

The Man of Steel… Super Seech! Going with his Clark Kent look today! Looking sharp, brother! @RobSechan @HalftimeReport

[Rob Sechan @RobSechan]

Rob Sechan on Why Advisors Never Leave https://t.co/y060N822PU via @YouTube

[Rob Sechan @RobSechan]

@DavidAltonClark @HalftimeReport DAC

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

Please tune into @CNBCClosingBell today with @TheJudgeCNBC

[Rob Sechan @RobSechan]

I am thrilled to extend a heartfelt congratulations to CNBC on its 35th anniversary. On this day, April 17th, 1989, CNBC first debuted, setting the stage for decades of insightful financial journalism and market analysis.

Having had the privilege of contributing to CNBC for over 13 years, I've witnessed firsthand the network's unwavering commitment to providing top-tier financial news and education. It’s an honor to be a part of that legacy, sharing insights that empower investors and viewers alike.

Thank you, CNBC, for 35 years of exceptional broadcasting. Here's to many more years of success! @CNBC @HalftimeReport @TheJudgeCNBC @NewEdgeWealth

#NewEdgeWealth #CNBC

[BMNR Bullz @BMNRBullz]

THE REAL $BMNR THESIS IS MUCH BIGGER THAN OWNING 5% OF ETHEREUM

BitMine already owns 5.80M $ETH, or 4.8% of the entire supply.

But the real opportunity is what that position could become if Ethereum continues developing into the financial infrastructure Wall Street is increasingly building on.

🔹 BlackRock is tokenizing assets on Ethereum

🔹 JPMorgan has launched tokenized funds on Ethereum

🔹 Ethereum leads in stablecoins and tokenized assets

🔹 4.92M BitMine ETH is already earning staking rewards

🔹 MAVAN is live and built to provide staking infrastructure for institutions and custodians

At BitMine’s 5% target, it would own roughly 6M ETH.

At BitMine’s current 2.67% staking yield, that could generate approximately 160,000 ETH every year before expenses.

At $5,000 ETH: $801M/year
At $10,000 ETH: $1.60B/year

And the underlying 6M ETH would be worth approximately $30B or $60B, respectively.

These aren’t price predictions. They illustrate the operating leverage built into the model.

If ETH appreciates, the treasury becomes more valuable and the dollar value of staking rewards increases with it.

If MAVAN attracts external institutional assets, another potential revenue stream sits on top.

And if BitMine continues growing ETH per share, shareholders gain increasing exposure to that ecosystem.

Wall Street’s move onchain is already underway.

If Tom Lee @fundstrat thesis is right and Ethereum becomes a major settlement layer for Wall Street, tokenized assets and AI agents, BitMine could ultimately be much more than a leveraged proxy for the price of $ETH.

It could become one of the largest institutional gateways into the Ethereum economy.

[Chamath Palihapitiya @chamath]

Here is my AI investing guide.

Sitting here August 2026, my current best thoughts are as follows:

1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here.

I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter.

2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest.

3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC.

4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer.

5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4 above.

6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature.

Fin.

Good luck to all the players!

[Rob Sechan @RobSechan]

@MotherlodeSite @fundstrat It would be your drivers license

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

Great work @ethereuminsti

Looking forward to creating many great things $ETH

[Rob Sechan @RobSechan]

Thanks @fundstrat appreciate you!

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

Happy birthday 🎉 @RobSechan

Keep compounding stocks

[Rob Sechan @RobSechan]

@realfeaq @fundstrat This is me at 16 to prove that they are not fake. You must be so freaky looking to have a meme as a profile picture ... don't hate brother. You won't win that game with me.

[Rob Sechan @RobSechan]

@TheNotoriousMMA is back. Let's get it!!!

[Elon Musk @elonmusk]

@FoxNews Mamdani has built nothing. He is a taker, never a maker.