I LOOK FOR HIGH CONVICTION 10X AND NOTHING ELSE MATTERS.
Not Financial Advice
Joined February 2011
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Phởnomics 🇺🇸 retweeted
ETHEREUM HOSTS $154 BILLION. WHO ACTUALLY NEEDS TO OWN ETH?
Ethereum already hosts $138.7 billion in stablecoins and $15.2 billion in tokenized real-world assets.
But every dollar moving onto Ethereum does not create another dollar of demand for ETH.
This is why Vitalik's latest argument is so important.
The real opportunity is institutions moving beyond using Ethereum to actually holding ETH as collateral, reserve capital and a productive asset.
Tom Lee @fundstrat is already positioning BitMine for that future, with 6.07 million ETH representing 4.97% of the supply.
Here's the distinction investors need to understand:
Tokenization creates demand for Ethereum's infrastructure.
Institutional demand to own ETH is what could translate that adoption into lasting value for the token.
The metric worth watching isn't just how many trillions move onchain.
It's how much ETH the financial system decides it needs to own.
Phởnomics 🇺🇸 retweeted
4/
"Over the past week, we acquired 9,587 ETH. Bitmine's track record of consistent buying of crypto is unmatched by any public company in the world. Bitmine has bought ETH each and every week since the inception of the ETH Treasury Strategy on June 30, 2025," stated Lee.
Weekly ETH buys (by week ending):
-11/9/26: 9,587 ETH coins
-11/2/26: 8,573 ETH
-10/26/26: 10,452 ETH
-10/19/26: 12,535 ETH
-10/12/26: 12,532 ETH
-10/5/26: 15,112 ETH
-9/28/26: 17,362 ETH
-9/21/26: 27,562 ETH
-9/14/26: 27,180 ETH
-9/7/26: 28,086 ETH
-8/31/26: 53,501 ETH
-8/24/26: 32,447 ETH
-8/17/26: 9,926 ETH
-8/10/26: 7,391 ETH
-8/3/26: 10,399 ETH
-7/27/26: 9,946 ETH
-7/20/26: 7,430 ETH
-7/13/26: 27,801 ETH
-7/6/26: 42,197 ETH
-6/29/26: 27,084 ETH
-6/22/26: 52,203 ETH
-6/15/26: 76,881 ETH
-6/8/26: 126,971 ETH
-6/1/26: 26,947 ETH
-5/26/26: 111,942 ETH
-5/18/26: 71,672 ETH
-5/11/26: 26,659 ETH
-5/3/26: 101,745 ETH
-4/26/26: 101,901 ETH
-4/19/26: 101,627 ETH
-4/12/26: 71,524 ETH
-4/5/26: 71,252 ETH
-3/29/26: 71,179 ETH
-3/22/26: 65,341 ETH
-3/15/26: 60,999 ETH
-3/8/26: 60,976 ETH
-3/1/26: 50,928 ETH
-2/23/26: 51,162 ETH
-2/17/26: 45,759 ETH
-2/9/26: 40,613 ETH
-2/1/26: 41,788 ETH
-1/26/26: 40,302 ETH
-1/20/26: 35,628 ETH
-1/12/26: 24,266 ETH
-1/5/26: 32,977 ETH
-12/29/25: 44,463 ETH
-12/22/25: 98,852 ETH
-12/15/25: 102,259 ETH
-12/8/25: 138,452 ETH
-12/1/25: 96,798 ETH
-11/24/25: 69,822 ETH
-11/17/25: 54,156 ETH
-11/10/25: 110,288 ETH
-11/3/25: 82,353 ETH
-10/27/25: 77,055 ETH
Phởnomics 🇺🇸 retweeted
👍 YOUNG KIM, CFO OF $BMNR LIKES THE MESSAGE FROM $ETH FOUNDER VITALIK BUTERIN!👇
The financial mastermind of Bitmine said:
„This is an important point from VitalikButerin that ETH holders should keep in mind going forward“.
Vitalik think:
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
🔷 ETH as fee-burning token never was as strong as it seemed
🔷 Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
🔷 Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
If Ethereum could become a bigger store of value than Bitcoin, it could flip $BTC someday!
Do you think it’s gonna happen?🤔
Phởnomics 🇺🇸 retweeted
IN JUST 15 MONTHS, TOM LEE AND BITMINE $BMNR WENT FROM 163,000 ETHEREUM $ETH TO OVER 6.07 MILLION
Here's how much Ethereum they've held each time they've given an official update:
11/9 - 6,070,092 ETH
11/2 - 6,060,506 ETH
10/26 - 6,051,933 ETH
10/19 - 6,041,481 ETH
10/12 - 6,028,946 ETH
10/5 - 6,016,414 ETH
9/28 - 6,001,302 ETH
9/21 - 5,983,940 ETH
9/14 - 5,956,378 ETH
9/8 - 5,929,198 ETH
8/31 - 5,901,112 ETH
8/24 - 5,847,611 ETH
8/17 - 5,815,164 ETH
8/10 - 5,805,238 ETH
8/3 - 5,797,813 ETH
7/27 - 5,787,414 ETH
7/20 - 5,777,468 ETH
7/13 - 5,770,038 ETH
7/6 - 5,742,237 ETH
6/29 - 5,700,040 ETH
6/22 - 5,672,956 ETH
6/15 - 5,620,749 ETH
6/8 - 5,543,872 ETH
6/1 - 5,416,901 ETH
5/26 - 5,390,404 ETH
5/18 - 5,278,462 ETH
5/11 - 5,206,790 ETH
5/4 - 5,180,131 ETH
4/27 - 5,078,386 ETH
4/20 - 4,976,485 ETH
4/13 - 4,874,858 ETH
4/6 - 4,803,334 ETH
3/30 - 4,732,082 ETH
3/23 - 4,660,903 ETH
3/16 - 4,595,562 ETH
3/9 - 4,534,563 ETH
3/2 - 4,473,587 ETH
2/23 - 4,422,659 ETH
2/17 - 4,371,497 ETH
2/9 - 4,325,738 ETH
2/2 - 4,285,125 ETH
1/26 - 4,243,338 ETH
1/20 - 4,203,036 ETH
1/12 - 4,167,768 ETH
1/5 - 4,143,502 ETH
12/29 - 4,110,525 ETH
12/22 - 4,066,062 ETH
12/15 - 3,967,210 ETH
12/8 - 3,864,951 ETH
11/30 - 3,726,499 ETH
11/24 - 3,629,701 ETH
11/17 - 3,559,879 ETH
11/10 - 3,505,723 ETH
11/3 - 3,395,422 ETH
10/27 - 3,313,069 ETH
10/20 - 3,236,014 ETH
10/13 - 3,032,188 ETH
10/6 - 2,830,151 ETH
9/29 - 2,650,900 ETH
9/22 - 2,416,054 ETH
9/15 - 2,151,676 ETH
9/8 - 2,069,443 ETH
9/2 - 1,866,974 ETH
8/25 - 1,713,899 ETH
8/18 - 1,523,373 ETH
8/11 - 1,150,263 ETH
8/4 - 833,137 ETH
7/28 - 625,000 ETH
7/24 - 566,776 ETH
7/17 - 300,657 ETH
7/14 - 163,142 ETH
TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS
Here are the updated holdings:
- 6.07 million $ETH up from 6.06M on November 2nd
- 216 Bitcoin $BTC
- $475M cash
- $180M stake in Beast Industries
- $75M stake in Eightco $ORBS
Tom Lee and BMNR now own 4.97% of the total Ethereum supply, 99% of the way to their 5% target
Phởnomics 🇺🇸 retweeted
$BMNR still following the path from ~6 months ago.
My bullish and my primary count is to get to the green box.
My alternate count is to get only to the red box (see ETH chart so you can see how it correlates with the alternate path on eth).
Phởnomics 🇺🇸 retweeted
BTCI turns 2 🎂
The NEOS Bitcoin High Income ETF (BTCI) seeks to offer high monthly income and upside potential through efficient exposure to Bitcoin, packaged into a single ETF. Explore BTCI at neosfunds.com/btci/
Phởnomics 🇺🇸 retweeted
🚨 NOW IT IS THE BEST TIME TO BUY CHEAP $BMNR SHARES!👇
Tom Lee’s $ETH treasury Bitmine and crypto in general is way down, because of the ongoing Iran conflict, binance hack and the blue wave of the democrats.
But we had these price levels before.
The Crypto Fear & Greed Index signaling Extreme Fear, down from 64 (Greed) just 1 month ago.
Smart money is purchasing crypto during this market crash.
But when Ethereum is back above $4000, a LOT of investors are going to wish they had paid attention at these prices levels.
They make this mistake every single time and buy way too high later..
Are you buying now?😉
Phởnomics 🇺🇸 retweeted
🧵
1/
BitMine provided its latest holdings update for November 9, 2026
$14.3 billion in total crypto + "moonshots":
- 6,070,092 ETH at $2,234 per ETH (per @coinbase)
- 216 Bitcoin (BTC)
- $180 million stake in Beast Industries @MrBeast
- $75 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and
- total cash and marketable securities of $475 million.
Ticker:
$BMNR common equity
$BMNP 9.5% perpetual preferred, dividends paid weekly
Chairman: Tom Lee @fundstrat
Link ⛓️
prnewswire.com/news-releases…
Phởnomics 🇺🇸 retweeted
JUST IN: $ETH currently forecasted to go as low as $1.92K this month, per Kalshi traders.
🤝 Paid partnership
$NVDA "I know an apology cannot undo what I have done," he wrote. "I hope our family will heal and that, over time, I can earn back your trust."
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