BMNR Bullz(@BMNRBullz):$BMNR is 143,622 ETH from 5% and still trades at 0.94× mNAV. Official 14 Sep print: 5,956,378 ETH · 4.9% of 122.0M · $549M cash. At $2,448 ETH the last 143,622 costs $351M. Cash left if they finish 5% here: $198M. The question is the split: Alchemy with cash, or buy back while the multiple is under 1. That leftover only holds if the ATM stays off under 1.0×. Watch next print: ETH added · cash used · shares retired. I hold $BMNR $ETH. Not affiliated. NFA.

BMNR Bullz

@BMNRBullz

I track $BMNR: weekly holdings, staking, mNAV. ETH and DC only when they move the stock. I hold $BMNR $ETH. Not affiliated. NFA.

参加 March 2014

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BMNR Bullz@BMNRBullz

2026.09.17 13:29

$BMNR is 143,622 ETH from 5% and still trades at 0.94× mNAV. Official 14 Sep print: 5,956,378 ETH · 4.9% of 122.0M · $549M cash. At $2,448 ETH the last 143,622 costs $351M. Cash left if they finish 5% here: $198M. The question is the split: Alchemy with cash, or buy back while the multiple is under 1. That leftover only holds if the ATM stays off under 1.0×. Watch next print: ETH added · cash used · shares retired. I hold $BMNR $ETH. Not affiliated. NFA.