SimXBT

Dare to believe ~ NFA

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 White House Official Patrick Witt says they're aiming to pass crypto Clarity Act by July 4th.

[Leading Report @LeadingReport]

A deal with Iran could be signed as early as this weekend, POTUS tells Axios.

[Gordon 🐂 @GordonGekko]

ETH is having its Netflix moment.

We all know what comes next.

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

Congrats Bitmine @bitmnr on being named Fortunes Crypto 100

$BMNR
@fortune https://t.co/LP1gcTAwAx

[Bobby A @Bobby_1111888]

From a long-term perspective, one of the reasons I am so bullish on ETH is because the fundamentals have held up far better than the price. Network activity remains strong, stablecoin usage continues to grow, and Ethereum remains the dominant settlement layer for much of the crypto ecosystem. Yet despite those strengths, the asset continues to trade well below where many would expect.

To me, that disconnect is bullish rather than bearish. Markets do not ignore improving fundamentals forever. Eventually, either the fundamentals weaken to justify the price, or the price catches up to the fundamentals. For now, I continue to believe the latter is the more likely outcome over the next year.

[Haotian | CryptoInsight @tmel0211]

跟几个朋友聊 $ETH 的前景问题，正好头脑风暴了下，我觉得思考清楚了，对你是否继续持有ETH和信仰以太坊会有帮助：

两个问题：

1）若以太坊上的当前DeFi协议锁仓价值（TVL）进一步抬升10倍，你觉得 $ETH 价值能破 $10000 吗？

2）若以太坊上Staking、Restaking以及原生POS挖矿等各类理财APY收益能持续高于甚至2倍于美国国债，你会把自有资产的80%以上放到链上吗？

三个答案：

1）美国GENIUS Act和CLARITY Act等稳定币相关法案接连落地，会扫清传统机构入场的最大障碍，包括BlackRock、JPMorgan等在内的机构会大规模布局稳定币，并沉淀资金到链上，其链上沉淀资产达到其总持仓资产AUM的20%以上，这大水漫灌的滔天资金入场，十倍TVL的扩张根本不在话下；

2）当RWAFi资产代币化叙事进一步落地，Tokenization股票规模达到万亿美元以上，而你玩转DeFi的价值资产从BTC、ETH、SOL等高波动资产变成了S&P 500、QQQ、NVDA等，DeFi行业会真正甩开套娃包袱，迎来真正的第二春，届时围绕美股代币化后的衍生品创新市场会雨后春笋般绽放，新一波有真实价值资产支撑的“套娃”游戏开启，你是否期待？

3）以太坊真正把zkVM、zk-SNARKs、FHE等一大批技术叙事转化落地成隐私和高性能交易引擎解决方案。机构可以再链上做大额交易、高频做市、套利，且催生以太坊版本的Hyperliquid。届时机构对公链“全透明”的需求和芥蒂矛盾完全找到最优解，以太坊金融结算链的叙事得到落实，真正围绕超级金融时代（DeFi、CeDeFi、TradFi）的大规模创新金融时代继而来临。没准能盘活一大批死掉的协议、应用和扩展链，一个开发者活跃度超越AI的大自由、平权化市场是不是更有造富效应？

以上。

认真思考完以上两个问题，和三个可能性结果，相信每一个ETH Holder内心都会有“新”的答案。

[Quinten | 048.eth @QuintenFrancois]

$ETH on exchanges just hit the lowest level in history 🚨

[Ethereum Maxis @Ethereum_Maxis]

That's the spot ETH demand I was talking about in the low 1600s

At this rate ETH short sellers are actually completely mega hyper fucked.

They are going to get squeezed and liquidated like crazy.

Wouldn't surprise me if we saw a mega ultra fast wick to $2K today or tomorrow.

[maxxTFSA @maxxTFSA]

Friendly reminder that $BMNR will have an additional ~$270M to buy cheap ETH with tomorrow

[Lookonchain @lookonchain]

BlackRock sold 3,671 $BTC($230M) and bought 10,566 $ETH($17.71M).

https://t.co/kqNUqHBiTn
https://t.co/sefS6WTlHz

[Leo Lanza | Lanza.eth @leolanza]

SEC Fact Sheet

ETH is a digital commodity and it's value comes from supply and demand dynamics NOT revenue.

Time to close your ethereum:native shorts.

https://t.co/cFlB9XfKu4

[DCF GOD @dcfgod]

The bmnr story is different than the mstr one

They’re buying the most eth they have this year

And they haven’t issued a strc like product (although they filed for it)

There’s billions in strc, if they can capture the same and buy eth it would be huge

Also unlike mstr, their staked eth earns yield which can be used to pay the dividend without “selling” (optically ofc)

The best bitcoin is ethereum

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

1/
BitMine provided its latest holdings update for June 8, 2026

$9.6 billion in total crypto + "moonshots":
- 5,543,872 ETH at $1,630 per ETH per ETH (per
@coinbase)
- 203 Bitcoin (BTC)
- $200 million stake in Beast Industries @MrBeast
- $88 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and
- total cash of $247 million.

Ticker: $BMNR
Chairman: Tom Lee @fundstrat

Link ⛓️
https://t.co/cjesUbNnQk

[Senator Cynthia Lummis @SenLummis]

The Clarity Act passed committee. The floor is next. We did not come this far to quit at the 5 yard line.

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

Don’t fall for false narratives

- Equity bull market intact
- Crypto only way for tokenization
- Crypto key in a machine to machine AI world

[Matteo Pellegrini @matteopelleg]

As much as I like to make fun of Saylor and the people who bought MSTR or STRC I think they’re gonna be fine

AI is now in a “bubble” and that’s why all the labs are rushing to the public markets, the music is about to stop

When that happens Bitcoin will absorb a lot of that capital flowing out of the AI companies

We’re 6-8 months away from a new ATH

[Brian Armstrong @brian_armstrong]

People still think (or feel) because Bitcoin is down crypto is down.

Derivatives/perps, stablecoins, prediction markets, etc are all up in crypto.

Crypto touches every area of finance, and is much broader than Bitcoin now. It will take some time for this to sink in.

(And yes - Bitcoin is going to do great and is as important as ever - one of many cycles we've all been through.)

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Former President Joe Biden's son, Hunter Biden, says "fiat is a sham, the banking class is corrupt."

"Decentralized digital currency and the blockchain are the inevitable future."

[Wolf Of Dubai 💲 @realwolfofdubai]

Here is what this means for @fundstrat and $BMNR @BitMNR in simple words:

1. $BMNR sells shares for $100 a piece 3M shares (6X current market value) and raises $300M

2. @fundstrat promises to pay 9.5% dividend annually. So roughly $30M

3. Bitmine‘s annual staking rewards are roughly $300M.

Here is why it’s really smart and different than $BTC $MSTR $STRC

We spend only 10% cash of the annual stacking reward to buy $300M worth of $ETH now probably closer to the lows.

We don’t need to sell $ETH to cover the dividend because staking covers it 10X, we could potentially raise $3B and be staking rewards neutral forever and never be in the pressure to sell $ETH like @saylor did recently with Bitcoin.

As @fundstrat always said: no debt.

I think of a dividend 10% of the profits paid to investors (same like a normal dividend stock) but instead of just paying that to investors you get 10X more back in cash one time to built your business.

Smart move. Well a few more things…

This all will trade under the ticker symbol $BMNP at $100 with a FIXED dividend of $9.50.

Now the $100 isn’t fixed so it can go lower, but let’s say it drops to $50 ($BMNR no problem as they already collected the $300M) the buyer still gets an annual dividend of $9.50 on $50 which would be 19% dividend per year paid weekly to the investor. So the price will regulate itself.

This is a really smart way for $BMNR to raise more funds. I am curious if it will be fast sold out and we could raise even more money this way.

This all looks stupid now, I know, I was investing in $TSLA at $23 and it dropped to $11.

But this will look completely different when $ETH is back at $5,000 and then much higher.

[Coin Academy @coinacademy_fr]

🚨 BitMine Immersion Technologies dépose une offre d’actions préférentielles offrant un rendement de 9,5 %.

Une version Ethereum de l’action STRC de Strategy ?