NEW EPISODE - What’s Next for BitMine After 5% of ETH?
@BitMNR is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying.
Chairman
@fundstrat joins
@TrustlessState to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption.
Plus: why Tom thinks ETH could easily trade above $10K in the next cycle.
CHAPTERS
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0:00 BitMine’s Rapid March Toward 5% of ETH
3:36 More Than 60 Consecutive Weeks of ETH Purchases
5:29 Where BitMine’s Capital Comes From
8:27 What Happens When BitMine Reaches 5%?
13:47 Would BitMine Ever Sell Its ETH?
15:29 Maven and BitMine’s Evolution Beyond a Treasury Company
16:52 Ethereum’s Next Narrative
23:06 Does Ethereum Actually Capture Value?
29:13 Is ETH a Store of Value or a Cash-Flowing Asset?
35:19 What BitMine Has Learned From Michael Saylor
37:42 Why BitMine Issued BMNP
42:13 The Proposal That Could Reduce Staking Yield to Zero
47:54 Funding Ethereum Foundation Spinouts
53:23 BitMine’s Role in Ethereum’s Future
1:02:14 Is AI Crowding Crypto Out of the Market?
1:05:11 Has the Crypto Market Already Bottomed?
1:06:18 Tom Lee’s ETH Price Outlook