#Valueinvestor #SpecialSituations Investing Goal is to identify Value Opportunities. DO NOT accept any of my comments as investment advice.
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Joined November 2012
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ValInv 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?🤔
ValInv retweeted
🤔 WHY SHOULD I BUY $BMNR INSTEAD OF $ETH ?👇
Tom Lee’s Ethereum treasury Bitmine outperformed $ETH this past week by almost 5%.
Furthermore the important mNAV went from 0.87 at the low of last week to closing this week at 0.93.
It was a hard week for crypto normally means Bitmine takes a nosedive.
But at the end it was green.
Always a good sign.
Are you positive for the next week?🤔
ValInv retweeted
Great way to play $WLD is Buy $ORBS owns 302m $WLD tokens over 8% of global $WLD supply + owns $90M of @OpenAI + 18M of @MrBeast 1 reason $BMNR owns 90M of $ORBS CoB Tom Lee sits on $ORBS Board
$WLD Retest Holding. The AI Identity Race Has Begun ✈️
Worldcoin is trading above the descending channel on the weekly chart. Buyers are actively defending the retest zone, which supports upward continuation.
AI-generated accounts, deepfakes, and bots are already flooding the internet. World ID, the Orb, and World Chain are being developed to address this issue.
With daily unlock rates dropping 43%, supply pressure is finally easing.
Target levels:
🎯 $0.62
🎯 $1.60
🎯 $4.25
🎯 $12.00
ValInv retweeted
@pepboysauto $IEP sold Pepboys for $700M but paid $1.2B $IEP kept all real estate $900m SEC filing Feb 26’ & kept @AAMCO 200m result in windfall for $IEP shareholders pay $2/shr divy 50 ct’s/qtr @Carl_C_Icahn owns > 90% see 8/5/26 Q2 filing $CVI next
windfall $IEP trades at cash
ValInv retweeted
🚨 YOUR DAILY DOSE OF $BMNR !
🔷 BMNR
$23.00
+1.15 (+5.04%)
🔷 ETH
$2.408
-2.18%
🔷 MNAV
0.92x
-0.01
🔷 ETH HOLDINGS
Ξ6.0M
+13K wk
🔷 STAKED ETH
Ξ5.1M
2.81% APY
🔷 SHARES OUT
615.9M
+2.6M this wk
Do you think we end up in green again today?🤔
Great way to play $WLD is Buy $ORBS owns 302m $WLD tokens over 8% of global $WLD supply + owns $90M of @OpenAI + 18M of @MrBeast 1 reason $BMNR owns 90M of $ORBS CoB Tom Lee sits on $ORBS Board
$WLD Retest Holding. The AI Identity Race Has Begun ✈️
Worldcoin is trading above the descending channel on the weekly chart. Buyers are actively defending the retest zone, which supports upward continuation.
AI-generated accounts, deepfakes, and bots are already flooding the internet. World ID, the Orb, and World Chain are being developed to address this issue.
With daily unlock rates dropping 43%, supply pressure is finally easing.
Target levels:
🎯 $0.62
🎯 $1.60
🎯 $4.25
🎯 $12.00
Pershing's Ackman sees a $1 trillion Israeli company within a decade reuters.com/business/finance… $GILT a Buy in Israel Tech
ValInv retweeted
BLACKROCK AND JPMORGAN ARE BUILDING THE FUTURE OF FINANCE ON ETHEREUM
And the pieces are starting to fit together.
JPMorgan has brought its dollar deposit token to Ethereum mainnet.
BlackRock has launched tokenized money market fund shares on Ethereum using JPMorgan's infrastructure.
Think about what that combination means.
🔹 Tokenized investment assets
🔹 Institutional money moving onchain
🔹 Financial transactions around the clock
The bigger opportunity is what happens when cash, collateral and investment products can interact on shared financial infrastructure.
Ethereum is increasingly becoming a place where Wall Street actually builds, not just invests.
And the race to bring traditional finance onchain is only getting started.
$ETH
BLACKROCK. JPMORGAN. BITMINE.
On November 12, @BitMNR will co-host an invitation only Ethereum Institutional Forum in London, bringing together some of the biggest names in global finance.
JPMorgan and BlackRock have dedicated fireside sessions.
Also confirmed:
🔹 DTCC: Securities infrastructure
🔹 Standard Chartered: Digital assets
🔹 Broadridge: Tokenized products
Bank issued money, tokenized assets and the infrastructure that settles financial transactions. All represented in one room.
Tom Lee @fundstrat has long argued that Ethereum could become the backbone of global finance. Now $BMNR is helping bring the institutions capable of building that future together.
By continuously selling shares above their underlying asset value mNAV proceeds to buy more ethereum:native effectively turning equity into more crypto than a basic 1:1 fund could
Reinvestment: They use the cash proceeds from those expensive shares to buy more Ethereum. [1]
Buyback Cushion: Conversely, if the stock falls to a discount below its mNAV $BMNR share buyback to protect & increase the intrinsic value per share.
Reinvestment: They use the cash proceeds from those expensive shares to buy more Ethereum. [1]
Buyback Cushion: Conversely, if the stock falls to a discount below its mNAV $BMNR share buyback to protect & increase the intrinsic value per share.
Play $WLD by BUY $ORBS owned by $BMNR
$ORBS owns over 8% global supply of $WLD est 302M of $WLD tokens plus you get $90M early investment in @OpenAI @sama founded both & $18M invested in @MrBeast - $BMNR owns $200M of @MrBeast & 90M of $ORBS
$WLD Worldcoin
WLD is pressing the falling line at $0.558. A close above it opens the $0.59 to $0.60 zone that has capped it before.
Below, the $0.505 to $0.535 volume shelf is first support, then $0.46.
Buy $ORBS owned by $BMNR that owns 302M of $WLD + you get $90M early investment in @OpenAI + $18M invested in @MrBeast - $BMNR owns $200M of @MrBeast
TOM LEE'S BITMINE $BMNR NOW HOLDS 4.9% OF ALL ETHEREUM ethereum:native
- Share of ETH supply: 4.9%
- Total ETH held: 6,041,481
- Current value: $14.29B at $2,365 per ETH
One company now owns 1 in every ~20 ETH in existence.
ValInv retweeted
JPMorgan put its JPM Coin deposit token on Ethereum $ETH yesterday.
And Charles Schwab finished opening crypto trading to all its eligible clients last week.
... but the market barely moved.
John Gillen says that's the new normal: institutional wins now land so often that nobody notices them.
LG isn't buying the JPMorgan part. Why does a bank need its own token when people can just buy what already exists?
John's answer: banks know public blockchains work better, but they still want control, so they're meeting them halfway. It's slow, and it happens in stages.
None of these headlines matters much on its own. Stacked up over the next 12 to 24 months, they're how mainstream money gets onto crypto rails, and that's the biggest trend in this market.
Which matters more to you: a bank launching its own token, or a broker letting its clients buy the real thing?
