Bitmine (NYSE-BMNR) $ETH
@BitMNR
The alchemy of 5% of ETH | NYSE | Thomas (“Tom”) Lee Chairman @fundstrat
300 Following 66.5K Followers
Correct
The weekly $BMNP dividends are funded natively via $ETH staking rewards
- YASSSSS!
- Weekly dividends
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“Since Bitmine pivoted to an Ethereum Treasury strategy on June 30 of last year, sizable outperformance of ethereum:native vs $QQQ (monthly) has typically been followed by Bitmine’s shares outperforming ETH over the following month. Hence, Bitmine repurchased 4.5 million shares of common stock in the past week, as Bitmine’s management team continues to view Bitmine shares as attractively valued,” continued Lee @BitMNR @fundstrat .
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“In July, ETH outperformed the Nasdaq 100 by 2,500bp (or 25 percentage points). This is the largest outperformance since July 2025, and we believe it is reflective of the strengthening fundamentals of crypto. Last July (2025), ETH rose from $2,375 to $4,057 by the end of August,” stated Thomas “Tom” Lee, Chairman of Bitmine $BMNR @BitMNR @fundstrat
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Yes. We have a perpetual preferred stock
$BMNP
Did you know that BitMine has a $STRC-like preferred stock, except it's backed by Ethereum?
Ticker: $BMNP
It currently offers a 9.5% dividend and is trading well below par ($100). I doubt ETH will even compound at 9.5% annually going forward, so to me this is completely insane.
I think the dividend will need to reach something closer to 15% for it to trade at par, given the additional risk of Ethereum.
A dividend that is not sustainable.
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Did you know that BitMine has a $STRC-like preferred stock, except it's backed by Ethereum?
Ticker: $BMNP
It currently offers a 9.5% dividend and is trading well below par ($100). I doubt ETH will even compound at 9.5% annually going forward, so to me this is completely insane.
I think the dividend will need to reach something closer to 15% for it to trade at par, given the additional risk of Ethereum.
A dividend that is not sustainable.
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Wow. Less than a month after launch, Robinhood Chain has become the largest network by tokenized stock holders, surpassing Solana, BNB Chain, Ethereum, and Base.
Distribution matters.
Source: @tokenterminal
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Bitmine is slowly regaining traction again.
IMO, More buyer confidence once we reclaim above mNAV 1.0.
Share buyback was right move.
Thank you @BitMNR for listening to shareholders.
$ETH $BMNR
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🚨LATEST: Tom Lee's BitMine bought another $19.5M of ETH and accelerated its massive stock buyback program.
BitMine purchased $19.46 million worth of ETH over the past week while repurchasing nearly $100 million of BMNRshares, bringing total buybacks since July 1 to 11.6 million shares under its $4 billion authorization.
The company now holds $11.33 billion in ETH, nearly 4.8% of Ethereum's circulating supply, alongside $268 million in cash.
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Fidelity chose @ethereum to issue its first ever stablecoin.
FIDD, the Fidelity Digital Dollar, is issued by Fidelity Digital Assets, an OCC-chartered national trust bank.
Fidelity at a glance:
→ 50m+ individual investors
→ $17.9 trillion in assets under administration
→ 5.5 million daily average trades
With FIDD, Fidelity is bringing more of the capital markets lifecycle onchain.
Another major FI making Ethereum the default chain in its digital asset strategy.
Live in production on @ethereum and in DeFi on Curve and Uniswap.
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LATEST: Fidelity chooses Ethereum for its first stablecoin
FIDD from Fidelity Digital Assets is now live with support on major DeFi platforms
Feels good to bull post $ETH again.
Last cycle, I was doing the same all the way up to the ATH, and exited with you all around the top.
Time for round two.
Ethereum.
We agree 👍
Worldcoin is one of the most important projects in crypto
THE MARKET IS PRICING $ORBS AS IF A LARGE PART OF ITS PORTFOLIO DOESN’T EXIST
$ORBS has a market cap of roughly $230M.
Yet its latest reported gross assets total nearly $400M:
🔹 ~$149M cash & stablecoins
🔹 ~$110M of $WLD
🔹 ~$30M of $ETH
🔹 ~$90M OpenAI exposure (via SPVs)
🔹 ~$18M Beast Industries
🔹 ~$1M Mythical Games
BitMine clearly saw value.
It invested $20M into Eightco’s financing, giving shareholders indirect exposure to this portfolio alongside BitMine’s broader strategy.
At today’s valuation, the market is valuing $ORBS at barely 0.6x reported gross assets.
What exactly is the market missing?
Tom Lee @fundstrat and BitMine are invested in Eightco ($ORBS), while @Iamhuman_ORBS is one of the world’s largest publicly disclosed holders of Worldcoin.
$WLD $ORBS $BMNR
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congrats @eth_systems !!!
great launch from the start
Great progress by @eth_systems in the first business day
- tons of leads
- lots of visibility
The institutional name for privacy on Ethereum
PS: $ETH is money
TOM LEE: ETHEREUM HAS MORE DEVELOPERS THAN EVERY OTHER CHAIN COMBINED
Unlike the 2022 bear market, the builder base keeps growing, and that's the tell:
- Nearly 6,000 developers work on the EVM stack, more than all other chains on the table combined
- Per Electric Capital, Ethereum is the number one ecosystem in Asia, Europe, North America, Africa, and South America
- He returns to a 1987 Warren Buffett line: the market may ignore business success for a while, but eventually confirms it
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Bullish for @Iamhuman_ORBS & ethereum:0x163f8c2467924be0ae7b5347228cabf260318753
$ETH is money
My long term target for Bitcoin is $1,500,000 per coin.
My long term target for Ethereum is $31,500 per coin.
My long term target for XRP is negative $5 per coin.
$ETH is quietly setting up.
This would be the funniest possible outcome.
Tom Lee's Bitmine bought back ~5.5 million shares of $BMNR common stock in the past week at an average price of $15.62 per share
