SWBi International - Retained Executive Search for VC/PE High Tech organizations. Former CPA at PwC, CFO of NASDAQ. Seeking Value stocks.
New York City, NY
Joined February 2009
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Douglas Walker retweeted
ETH/BTC is doing the exact same thing it did right before the 2021 altseason.
It made higher highs and retested the trendline twice before going parabolic.
We’re seeing a similar setup again.
Douglas Walker retweeted
😳 UNBELIEVABLE ETHEREUM STATISTIC !👇
Only 9.6% of all $ETH is what’s left on exchanges. It keeps decreasing every month of the year.
That means ANY bullish catalyst will boost us to $10,000 .
Furthermore with stock tokenization and stablecoins increasing at a record pace, Total Value locked is growing very fast.
The word economy is moving to one blockchain: Ethereum.
Trillions of dollars are coming and there is barely any ETH left for the retail investors to grab.
Think about it!
Do you have enough Ethereum?🤔
$ORBS market cap is $380M comprised of $120M cash, $90M worth of OpenAI ownership $18M worth of Mr. Beast ownership, $39M of ETH and $112M of $WLD World Coin Proof of Human coin. BMNR owns $200M of Mr. Beast and $90M of $ORBS, over 5% of ETH global supply 122.1M coin. Tom Lee CoB of $BMNR also sits on $ORBS Board. Once Mr. Beast and OpenAI go public $BMNR and ORBS will take off. Some say ORBS ownership of OpenAI could be worth 1.4B or 4 times today market cap NOT accounting for Mr. Beast and $WLD.
Yesterday $BMNR traded at 86% of mNAV (calculated by # ETH tokens x ETH value compared to Market Cap). Another way to say it is yesterday you can $BMNR AT 14% DISCOUNT TO NAV. Implies $BMNR share price 10/20/26 failed to factor in $560M cash, 200M Mr. Beast, 90M of $ORBS let alone MAVAN value (largest validator today staking ETH Tokens).
mNAV for $BMNR 10/19/26 .86 implied dicount to just 6m $ETH Tokens market cap of $13.04B and BitMine’s reported $15.1B in crypto, cash, marketable securities, and “moonshots”:
mNAV=$13.04B 15.1B≈0.86×mNAV=$15.1B$13.04B≈0.86×
That implies $BMNR traded at roughly a 14% discount to the reported asset value but no value to@MrBeast 200M & $ORBS 90M invested or @MAVAN owned by $BMNR
🤔 NO BUYBACKS TODAY FROM $BMNR DESPITE A BAD MNAV!👇
Tom Lee’s $ETH treasury Bitmine has not bought back their own shares.
As I writing this, the mNAV is 0.86.
In the past they had done 5 buybacks straight, but not today.
Why is that the case?
Could they hold back cash for a big investment, which they will announce after they reach the 5% alchemy?🤔
Only Tom and his crew really knows…
Douglas Walker retweeted
You sold $ETH at $1,500 in July.
That was the head.
Now it’s $2,400 and you’re scared again.
That’s the last shoulder. Don’t sell this one too.
Douglas Walker retweeted
News: JPM Coin (JPMD), @jpmorgan's USD deposit token, is now live on @ethereum.
JPMD extends from Base to Ethereum L1, giving institutional clients native onchain cash that sits alongside the assets, collateral and counterparties they transact with already.
J.P. Morgan has now added a cash leg to the products it already live on Ethereum mainnet, with tokenized money market funds MONY and JLTXX both already on the network.
Ethereum is the home of onchain finance.
Douglas Walker retweeted
ERIC TRUMP: THE WORLD'S BIGGEST FINANCIAL INSTITUTIONS ARE SPRINTING TOWARD CRYPTO.
“Go back 18 months, you would have never seen the acceleration that we've seen.”
Eric Trump points to JPMorgan, BlackRock, Charles Schwab and Fidelity as evidence of how dramatically institutional attitudes toward digital assets have shifted.
His broader argument goes beyond cryptocurrency investment.
🔹 Real estate
🔹 Commodities
🔹 Music and entertainment
🔹 Art and other valuable assets
All are potential candidates for tokenization, bringing entirely new categories of assets into blockchain based financial markets.
Crypto began with retail investors challenging the traditional financial system. Now some of the world's largest financial institutions are building their own place within it.
The next phase could be far bigger than institutional demand for Bitcoin and Ethereum.
It's the competition to build the infrastructure on which traditional assets are issued, traded and settled.
And for $ETH investors, the critical question is how much of that activity ultimately flows through Ethereum.
Douglas Walker retweeted
$ETH is forming a bullish Inverse Head & Shoulders pattern on the weekly chart.
If this setup plays out, the upside could be massive.
Douglas Walker retweeted
BITMINE ADDS 12,535 ETH, TAKING HOLDINGS TO 6.04 MILLION
@BitMNR added another 12,535 ETH worth $29.6M last week, taking its Ethereum treasury to $14.29B at the release’s $2,365 ETH price.
October 19 holdings update:
🔹 Ethereum: 6,041,481 ETH | $14.29B
🔹 Bitcoin: 215 BTC
🔹 Cash & marketable securities: $582M
🔹 Beast Industries stake: $180M
🔹 Eightco $ORBS stake: $74M
Total reported holdings: $15.1B.
BitMine has 5,067,309 ETH staked, worth $11.98B, with projected annualized staking revenue of $309M at its latest 2.58% yield.
The company has added ETH every week since June 30, 2025. Buying continued through the latest selloff.
$BMNR $ETH
$BMNR 10/19 8K shows $15.1B Assets 582M cash, 6,041,481 $ETH tokens owned, NO debt 4.9% x Global Supply $ETH 122.1M tokens did I say no debt NYSE, R1000 thus #1 way for Big Institutions to play this wave.
Douglas Walker retweeted
BREAKING: 🇺🇸 $5 trillion JP Morgan is expanding its JPM Coin to Ethereum.
First, banks ignored crypto and now they are going all in.
$IEP sold PepBoys for $700M closed this Qtr Q3 but read the fine print $IEP paid $1.2B for PepBoys, in Feb 2026 they kept all RE transferring $900M to holding company, they also retained the prize brand @AAMCO say it worth $300M which means $IEP just made $700M on PepBoys see upcoming Q3.
Benzinga just released Q2 transcript. @Carl_C_Icahn who owns 90% of $IEP (pays $2/ dividend 50 cts qtr on $6.7 stock) states in black & white their 71% ownership of $CVI CVR Energy will also be a big winner. $IEP purchased $CVI via Proxy some as low as $17/shr now $CVI over $60/Shr with refinery spreads going up.
30% ROI on Divy with 100% upside on PPS see TradingView forecast I saw $12 target. Short Float 33%
Douglas Walker retweeted
$ETH could hit as high as $7.5K by the end of the year, a/c to @Fundstrat.
Oct 28: Tom Lee and @MarkNewtonCMT go live with the outlook into year-end. Request your invite →research.fundstratdirect.com…
Douglas Walker retweeted
MARK NEWTON SAYS THE NEXT PULLBACK COULD BE THE BEST BUYING OPPORTUNITY OF THE ENTIRE FOUR-YEAR CYCLE
@MarkNewtonCMT expects near-term consolidation before a stronger stretch for global stocks:
- Technology remains very strong, with Micron $MU reinforcing his view that markets can still push to new highs
- A pullback from mid-to-late October into November could create the best buying opportunity of the cycle
- Newton expects November through April to be strong for stocks globally, with a weaker dollar also benefiting emerging markets
Shoutout to @FundstratDirect
Douglas Walker retweeted
🔥 THE MOST IMPORTANT FACT FOR $BMNR SHAREHOLDERS!👇
Morgan Stanley says the tokenized assets market in general will become a $3 trillion to $10 trillion market by 2030.
Even Citigroup thinks it’s at least 5-6 trillion dollar’s.
Ethereum has the biggest piece of this huge cake.
The price of $ETH & $BMNR will explode in the next years!
Are you the same opinion?🤔
