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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 HAS 5.07 MILLION ETH ALREADY STAKED. At BitMine’s cited 2.62% annualized yield, that implies roughly 132,763 ETH in annual rewards. At different $ETH prices: 🔹 $2,500 ETH → $332M/year 🔹 $3,000 ETH → $398M/year 🔹 $4,000 ETH → $531M/year 🔹 $5,000 ETH → $664M/year Same ETH rewards. Much larger dollar value as ETH rises. And those rewards are paid in ETH, adding to the treasury over time. This is the part of the $BMNR model that deserves more attention.
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$BMNR OWNS ALMOST 6 MILLION ETH. So think of it this way: Every $100 ETH rises = roughly $600M added to the value of BitMine’s ETH treasury. And at different $ETH prices: ETH $2,500 → BitMine ETH = $14.9B ETH $3,000 → $17.9B ETH $4,000 → $23.8B ETH $5,000 → $29.8B That’s the scale of 5,956,378 ETH. A move from $2,500 to $5,000 ETH would add almost $15 BILLION to the value of BitMine’s ETH alone. Tom Lee @fundstrat wanted scale. Nearly 6 million ETH later, he has it.
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