#Valueinvestor #SpecialSituations Investing Goal is to identify Value Opportunities. DO NOT accept any of my comments as investment advice.
NYC
Joined November 2012
- Tweets22.8K
- Following7.3K
- Followers1.3K
- Likes2.7K
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?🤔
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.
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?
ValInv retweeted
BITMINE JUST STAKED ANOTHER $390M IN ETH
Onchain analysts report 159,728 ETH moved into staking, lifting $BMNR's estimated total to 5.23M ETH ($12.78B).
That's 86.5% of BitMine's ETH treasury.
Its officially reported staking balance had remained unchanged since August.
At BitMine's latest reported 2.58% yield, the additional stake could generate another 4,121 ETH ($10.1M) annually once active, before costs.
No new ETH purchase required. More of its existing treasury positioned to earn ETH.
ValInv retweeted
MRBEAST JUST PUT FINTECH IN A VIDEO WITH OVER 90 MILLION VIEWS.
And $BMNR owns a piece of the business behind it.
His latest video promotes Step, a financial app with over 7 million accounts.
🔹 @Beast acquired Step in February.
🔹 @BitMNR invested $200M in Beast Industries.
🔹 New trademark notices cover crypto payments and decentralized exchanges.
BitMine and Beast have already discussed DeFi integration. Nothing has been confirmed for Step.
Crypto companies spend fortunes trying to reach mainstream customers.
MrBeast already has their attention.
Imagine that distribution power behind DeFi.
MRBEAST JUST BOUGHT A BANKING APP.
This is what the $200M TOM LEE + BITMINE → BEAST INDUSTRIES investment was really about.
🔹 STEP = teen banking + payments
🔹 Built-in Gen-Z distribution
🔹 Attention → accounts → transactions
🔹 Finance wrapped in entertainment
BEAST INDUSTRIES IS MOVING FROM “AUDIENCE” → “ACCOUNTS.”
STEP ALREADY HAS ~6.5M+ USERS.
This isn’t a creator brand.
It’s consumer finance being built in public.
$BMNR $ETH @FUNDSTRAT @BITMNR
ValInv retweeted
$ETH will be the settlement layer for most financial products
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.
ValInv retweeted
Sam Altman's World $WLD has launched new identity verification tools for banks and financial firms, including real-time Zoom checks that match user faces with verified iris scans.
Users who pass get a "Verified Human" badge.
Bain Capital and VanEck are among the firms testing the technology.
ValInv retweeted
🤔 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…
ValInv retweeted
MRBEAST JUST PASSED 100 MILLION VIEWS IN TWO DAYS.
One video featuring a financial app. Over 100 million views.
That's the distribution power behind $BMNR's $200M investment in Beast Industries.
But views are only the beginning.
The real opportunity is turning that attention into financial customers and, potentially, bringing millions into crypto.
MRBEAST JUST PUT FINTECH IN A VIDEO WITH OVER 90 MILLION VIEWS.
And $BMNR owns a piece of the business behind it.
His latest video promotes Step, a financial app with over 7 million accounts.
🔹 @Beast acquired Step in February.
🔹 @BitMNR invested $200M in Beast Industries.
🔹 New trademark notices cover crypto payments and decentralized exchanges.
BitMine and Beast have already discussed DeFi integration. Nothing has been confirmed for Step.
Crypto companies spend fortunes trying to reach mainstream customers.
MrBeast already has their attention.
Imagine that distribution power behind DeFi.
ValInv retweeted
🫡 $ETH WILL GO EASILY TO $250,000 IN THE FUTURE!👇
Many people will laughing, but let me explain very clear:
$BTC is the store of value, limited and the total opposite of never ending printed money.
It was over $120,000.
But Ethereum has so much more value, because of use cases and applications.
Tokenization, stablecoins, AI agents, NFT‘s, DeFI in general etc.
So 250k is absolutely possible and not delusional, because we already have all the facts on the table!
What’s your opinion and why?🤔
ValInv retweeted
BITMINE KEEPS BUYING ETH. BUT ITS STAKED BALANCE HASN'T MOVED IN NINE WEEKS.
Since August 9, BitMine has added 223,708 ETH to its treasury, yet its reported staked balance remains exactly 5,067,309 ETH.
That leaves 961,637 ETH worth approximately $2.45B at BitMine's October 11 reference price outside staking, nearly 16% of its treasury.
Management's annualized staking projections:
🔹 Currently staked: $336M
🔹 Fully staked: $400M
🔹 Potential additional rewards: $64M/year
So why hasn't BitMine increased its staked balance?
It could be preserving liquidity, waiting for additional MAVAN capacity, or keeping ETH available for other opportunities.
I have confidence in management's strategy, but with a potential $64M in additional annualized staking rewards, it's worth understanding the thinking behind this decision.
Would you rather see BitMine maximize staking rewards or maintain a substantial liquid ETH reserve?
