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