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FXRonin
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📢 🚨 BREAKING: BLACKROCK BOOSTS $BMNR STAKE MASSIVELY — 165.6% QoQ! 🚀 BlackRock has boosted its position in $BMNR to 9,049,912 shares, an increase of 165.6% quarter-over-quarter, according to the latest 13F filing. The stake is valued at roughly $246 M. This signals a major traditional institutional player dialing up exposure to BMNR — and it’s worth paying attention to. ⸻ 🧠 Why This Matters to Markets 🔹 BlackRock Increasing Exposure Signals Confidence When the world’s largest asset manager increases a stake by this magnitude, it’s not a random allocation — it’s strategic positioning. 🔹 $246M in BMNR = Macro Flow A near quarter-billion allocation indicates serious interest in BMNR’s underlying fundamentals or future utility. 🔹 Institutional Signals Matter Big names like BlackRock moving into alt/crypto-adjacent assets can shape sentiment across risk markets. 🔹 13F Filings = Transparent Flow Data These filings provide concrete evidence of capital movement — not just rumors or social media buzz. ⸻ 📊 What This Could Signal for Traders ✔ Bullish Narrative for $BMNR Heavy institutional accumulation hints at long-term confidence. ✔ Momentum Engine Could Ignite When large players build positions — especially alongside positive narratives — it can attract momentum traders. ✔ Volatility + Rotation Potential BlackRock positioning might spark rotation from conservative assets into higher-beta plays. ✔ Macro Capital Flow Story This is not a small fund — it’s a capital movement story. ⸻ 🚨 BlackRock INCREASES $BMNR HOLDING by 165.6% in Q4 📈 Now owns 9.05M shares ($246M) 🔥 Institutional flows hit BMNR — narrative heating up 🚀 #BlackRock #BMNR #13F #MacroCrypto #InstitutionalFlows
📢 🚨 BREAKING: BLACKROCK BOOSTS $BMNR STAKE MASSIVELY — 165.6% QoQ! 🚀

BlackRock has boosted its position in $BMNR to 9,049,912 shares, an increase of 165.6% quarter-over-quarter, according to the latest 13F filing. The stake is valued at roughly $246 M.

This signals a major traditional institutional player dialing up exposure to BMNR — and it’s worth paying attention to.



🧠 Why This Matters to Markets

🔹 BlackRock Increasing Exposure Signals Confidence
When the world’s largest asset manager increases a stake by this magnitude, it’s not a random allocation — it’s strategic positioning.

🔹 $246M in BMNR = Macro Flow
A near quarter-billion allocation indicates serious interest in BMNR’s underlying fundamentals or future utility.

🔹 Institutional Signals Matter
Big names like BlackRock moving into alt/crypto-adjacent assets can shape sentiment across risk markets.

🔹 13F Filings = Transparent Flow Data
These filings provide concrete evidence of capital movement — not just rumors or social media buzz.



📊 What This Could Signal for Traders

✔ Bullish Narrative for $BMNR
Heavy institutional accumulation hints at long-term confidence.

✔ Momentum Engine Could Ignite
When large players build positions — especially alongside positive narratives — it can attract momentum traders.

✔ Volatility + Rotation Potential
BlackRock positioning might spark rotation from conservative assets into higher-beta plays.

✔ Macro Capital Flow Story
This is not a small fund — it’s a capital movement story.



🚨 BlackRock INCREASES $BMNR HOLDING by 165.6% in Q4 📈
Now owns 9.05M shares ($246M) 🔥
Institutional flows hit BMNR — narrative heating up 🚀

#BlackRock #BMNR #13F #MacroCrypto #InstitutionalFlows
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Bullish
BitMine's stock is in a precarious position as its paper losses on Ethereum holdings continue to deepen. With nearly 49% of its investment value wiped out, the company's margin of safety is shrinking. Technical signals and cost-basis pressures indicate a high risk of a pullback, and the stock price is at risk of breaking down if it fails to reclaim $21. #BMNR #Ethereum #crypto
BitMine's stock is in a precarious position as its paper losses on Ethereum holdings continue to deepen. With nearly 49% of its investment value wiped out, the company's margin of safety is shrinking. Technical signals and cost-basis pressures indicate a high risk of a pullback, and the stock price is at risk of breaking down if it fails to reclaim $21. #BMNR #Ethereum #crypto
TOM LEE'S $BMNR IS GOING PARABOLIC! 🚨 BITMINE JUST STAKED ANOTHER 140,400 $ETH. THAT'S $282 MILLION ADDED TO THE STACK. 🤯 TOTAL $ETH STAKED HITS 2.97 MILLION. THEY CONTROL 69% OF THEIR HOLDINGS. THIS IS MASSIVE ACCUMULATION. $BERA and $DYM are next in line for the ripple effect. DO NOT SLEEP ON THIS MOVE. GENERATIONAL WEALTH IS BEING BUILT RIGHT NOW. LOAD THE BAGS BEFORE LIFTOFF! 🚀 #Crypto #ETHStaking #BMNR #Altcoins 🐂 {future}(BERAUSDT)
TOM LEE'S $BMNR IS GOING PARABOLIC! 🚨

BITMINE JUST STAKED ANOTHER 140,400 $ETH . THAT'S $282 MILLION ADDED TO THE STACK. 🤯

TOTAL $ETH STAKED HITS 2.97 MILLION. THEY CONTROL 69% OF THEIR HOLDINGS. THIS IS MASSIVE ACCUMULATION. $BERA and $DYM are next in line for the ripple effect.

DO NOT SLEEP ON THIS MOVE. GENERATIONAL WEALTH IS BEING BUILT RIGHT NOW. LOAD THE BAGS BEFORE LIFTOFF! 🚀

#Crypto #ETHStaking #BMNR #Altcoins 🐂
BMNR EXPLOSION IMMINENT $BTC Entry: 0.00000001 🟩 Target 1: 0.00000003 🎯 Stop Loss: 0.000000005 🛑 Fundstrat drops a bombshell. Bitmine Marine holds 4% of Beast Industries. If Mr. Beast IPOs and explodes 100X, BMNR rockets 3X overnight. This isn't speculation. Fundstrat called Nvidia and Tesla early. They see BMNR as core $ETH infrastructure targeting $1T cap. Expect 200X growth in 10 years during the ETH supercycle. The time to act is NOW. This is for informational purposes only and not investment advice. #BMNR #ETH #CryptoGems 🚀 {future}(ETHUSDT)
BMNR EXPLOSION IMMINENT $BTC

Entry: 0.00000001 🟩
Target 1: 0.00000003 🎯
Stop Loss: 0.000000005 🛑

Fundstrat drops a bombshell. Bitmine Marine holds 4% of Beast Industries. If Mr. Beast IPOs and explodes 100X, BMNR rockets 3X overnight. This isn't speculation. Fundstrat called Nvidia and Tesla early. They see BMNR as core $ETH infrastructure targeting $1T cap. Expect 200X growth in 10 years during the ETH supercycle. The time to act is NOW.

This is for informational purposes only and not investment advice.

#BMNR #ETH #CryptoGems 🚀
BMNR JUST GOT BOUGHT OUT! $200M deal changes EVERYTHING. Entry: 0.00000005 🟩 Target 1: 0.00000010 🎯 Target 2: 0.00000025 🎯 Stop Loss: 0.00000003 🛑 This is not a drill. Beast Industries just swallowed Step. BMNR is holding 4% of Beast. If Mr. Beast IPOs and explodes, BMNR follows. We're talking massive gains. This is the Ethereum Super Cycle infrastructure play. Think Google for the future. Tom Lee is watching. Don't miss this wave. Disclaimer: This is not financial advice. #BMNR #Crypto #Altcoins #FOMO 🚀
BMNR JUST GOT BOUGHT OUT! $200M deal changes EVERYTHING.

Entry: 0.00000005 🟩
Target 1: 0.00000010 🎯
Target 2: 0.00000025 🎯
Stop Loss: 0.00000003 🛑

This is not a drill. Beast Industries just swallowed Step. BMNR is holding 4% of Beast. If Mr. Beast IPOs and explodes, BMNR follows. We're talking massive gains. This is the Ethereum Super Cycle infrastructure play. Think Google for the future. Tom Lee is watching. Don't miss this wave.

Disclaimer: This is not financial advice.

#BMNR #Crypto #Altcoins #FOMO 🚀
BMNR IS ABOUT TO EXPLODE $BTC Entry: 0.00000003 🟩 Target 1: 0.00000005 🎯 Target 2: 0.00000010 🎯 Stop Loss: 0.00000002 🛑 This is not a drill. Beast Industries just swallowed Step. BMNR is sitting on a 4% stake. Imagine Mr. Beast's IPO. This $200 million bet could send BMNR soaring. Fundstrat nailed Palantir, Nvidia, Tesla. Now they see BMNR in the Ethereum Super Cycle. It's the Google of future finance. Massive ETH revenue incoming. Get in before the rocket launches. This is the infrastructure play. This is not financial advice. #BMNR #CryptoGems #Ethereum #Moonshot 🚀
BMNR IS ABOUT TO EXPLODE $BTC

Entry: 0.00000003 🟩
Target 1: 0.00000005 🎯
Target 2: 0.00000010 🎯
Stop Loss: 0.00000002 🛑

This is not a drill. Beast Industries just swallowed Step. BMNR is sitting on a 4% stake. Imagine Mr. Beast's IPO. This $200 million bet could send BMNR soaring. Fundstrat nailed Palantir, Nvidia, Tesla. Now they see BMNR in the Ethereum Super Cycle. It's the Google of future finance. Massive ETH revenue incoming. Get in before the rocket launches. This is the infrastructure play.

This is not financial advice.

#BMNR #CryptoGems #Ethereum #Moonshot 🚀
🚨 BREAKING: TOM LEE’S BITMINE LOADS UP ON ETH AGAIN 🚨 On-chain data and multiple reports confirm that BitMine Immersion Technologies ($BMNR), chaired by Fundstrat’s Tom Lee, has purchased another 20,000 ETH — roughly $42M — accelerating its strategy to become the world’s largest Ethereum treasury holder. 📊 Key Highlights: • Total ETH accumulation continues despite market drawdowns • ~$538M cash on hand • Zero debt covenants • No forced selling pressure 💬 BitMine makes it clear: this is long-term accumulation, not a trade. 🔥 BITMINE ISN’T DONE BUYING THE DIP Smart money keeps stacking while fear dominates the market. #ETH #Ethereum #TomLee #BMNR #CryptoNews #OnChain #BuyTheDip
🚨 BREAKING: TOM LEE’S BITMINE LOADS UP ON ETH AGAIN 🚨
On-chain data and multiple reports confirm that BitMine Immersion Technologies ($BMNR), chaired by Fundstrat’s Tom Lee, has purchased another 20,000 ETH — roughly $42M — accelerating its strategy to become the world’s largest Ethereum treasury holder.
📊 Key Highlights:
• Total ETH accumulation continues despite market drawdowns
• ~$538M cash on hand
• Zero debt covenants
• No forced selling pressure
💬 BitMine makes it clear: this is long-term accumulation, not a trade.
🔥 BITMINE ISN’T DONE BUYING THE DIP
Smart money keeps stacking while fear dominates the market.
#ETH #Ethereum #TomLee #BMNR #CryptoNews #OnChain #BuyTheDip
ETH Market Report: The $2,000 Tug-of-War 📈Yesterday, February 9, 2026, was a rollercoaster for Ethereum. After a sharp dip to $1,950, $ETH ETH staged a classic V-shaped recovery to close back above the $2,100 mark. 🎢 Key Highlights: • Institutional Mega-Buy: Bitmine Immersion Technologies (BMNR) took advantage of the "capitulation" phase, snapping up 40,613 ETH. They now control a massive 3.58% of the total supply! 🐋💰 • Scaling Revolution: The MegaETH mainnet officially went live! 🚀 It’s promising a mind-blowing 100,000 TPS, aiming to make dApps as fast as traditional web apps. ⚡ • ENS Pivot: In a surprise move, ENS Labs ditched its Layer 2 plans. Thanks to lower fees from the Fusaka upgrade, they’re bringing ENSv2 straight to the Ethereum Mainnet. 🌐 • AI Integration: The Ethereum Foundation launched its dAI team, ensuring ETH becomes the decentralized home for future AI agents. 🤖🧠 The Bottom Line: While the price faced pressure, the massive institutional buys and tech launches show high long-term conviction. Analysts are still eyeing a $7,500 target by year-end! 💎🙌 {future}(ETHUSDT) $ETH {future}(LINKUSDT) #ethreumnews #MegaETH #BMNR $XPL @Plasma #Plasma {future}(XPLUSDT)

ETH Market Report: The $2,000 Tug-of-War 📈

Yesterday, February 9, 2026, was a rollercoaster for Ethereum. After a sharp dip to $1,950, $ETH ETH staged a classic V-shaped recovery to close back above the $2,100 mark. 🎢

Key Highlights:
• Institutional Mega-Buy: Bitmine Immersion Technologies (BMNR) took advantage of the "capitulation" phase, snapping up 40,613 ETH. They now control a massive 3.58% of the total supply! 🐋💰
• Scaling Revolution: The MegaETH mainnet officially went live! 🚀 It’s promising a mind-blowing 100,000 TPS, aiming to make dApps as fast as traditional web apps. ⚡
• ENS Pivot: In a surprise move, ENS Labs ditched its Layer 2 plans. Thanks to lower fees from the Fusaka upgrade, they’re bringing ENSv2 straight to the Ethereum Mainnet. 🌐
• AI Integration: The Ethereum Foundation launched its dAI team, ensuring ETH becomes the decentralized home for future AI agents. 🤖🧠
The Bottom Line: While the price faced pressure, the massive institutional buys and tech launches show high long-term conviction. Analysts are still eyeing a $7,500 target by year-end! 💎🙌
$ETH

#ethreumnews #MegaETH #BMNR

$XPL @Plasma #Plasma
ARK JUST BOUGHT MILLIONS IN THIS GEM! Entry: 22.80 🟩 Target 1: 25.50 🎯 Target 2: 28.00 🎯 Stop Loss: 21.00 🛑 Cathie Wood’s Ark Invest is loading up. They just scooped up over 274,000 $BMNR shares. This is a massive vote of confidence. Don't miss this rocket ship. The smart money is in. Get in now before it explodes. This is your chance for 1000X gains. Disclaimer: Trading involves risk. #BMNR #CryptoGems #ArkInvest #Trading 🚀
ARK JUST BOUGHT MILLIONS IN THIS GEM!

Entry: 22.80 🟩
Target 1: 25.50 🎯
Target 2: 28.00 🎯
Stop Loss: 21.00 🛑

Cathie Wood’s Ark Invest is loading up. They just scooped up over 274,000 $BMNR shares. This is a massive vote of confidence. Don't miss this rocket ship. The smart money is in. Get in now before it explodes. This is your chance for 1000X gains.

Disclaimer: Trading involves risk.

#BMNR #CryptoGems #ArkInvest #Trading 🚀
ARK JUST BOUGHT MILLIONS! $BMNREntry: 22.78 🟩 Target 1: 24.50 🎯 Stop Loss: 21.00 🛑 Cathie Wood is loading up on $BMNR. Ark Invest just scooped up over 274,000 shares. This is a massive vote of confidence. The market is waking up to $BMNR's potential. Don't get left behind. This is not a drill. Secure your position now before it explodes higher. The smart money is already in. Disclaimer: This is not financial advice. #BMNR #Crypto #Trading #FOMO 🚀
ARK JUST BOUGHT MILLIONS! $BMNREntry: 22.78 🟩
Target 1: 24.50 🎯
Stop Loss: 21.00 🛑

Cathie Wood is loading up on $BMNR. Ark Invest just scooped up over 274,000 shares. This is a massive vote of confidence. The market is waking up to $BMNR's potential. Don't get left behind. This is not a drill. Secure your position now before it explodes higher. The smart money is already in.

Disclaimer: This is not financial advice.

#BMNR #Crypto #Trading #FOMO 🚀
📉 THE NEW FINAL BOSS OF LOSS: BITMINE’S -$6,600,000,000 ETH VOID Move over, Archegos. There’s a new "Legend of the Liquidated" in town. BitMine ($BMNR) is currently sitting on a -$6.6 BILLION unrealized loss on their Ethereum bag. The Horror Show by the Numbers: • The Bag: ~4.24 Million ETH (roughly 3.5% of the entire supply). • The Damage: -$6,600,000,000. If they sell today, it’s the 5th largest trading loss in human history. • The "Archegos" Metric: This loss is officially 66% the size of the 2021 Archegos collapse ($10B). Bill Hwang finally has a worthy successor. • The Strategy: While Ethereum plunged below $2,300, BitMine didn't flinch—they just kept holding. It’s not "investing" anymore; it’s a high-stakes game of chicken with the global economy. The Reality Check: • MicroStrategy (BTC): "We buy the dip and win." • BitMine (ETH): "We bought the dip... and the dip kept dipping until it reached the Earth's core." Why the Market is Shaking: When a single entity holds 3.5% of the supply and is underwater by $6.6B, everyone is watching the "Sell" button. If they blink, the "Flippening" might just become the "Flattening." 💬 Question for the Degens: Is BitMine a group of legendary "Diamond Hand" Chads, or are they just running the world’s most expensive "Hotel California" trade? 👇 #BitMine #BMNR #Ethereum #ETHCrash
📉 THE NEW FINAL BOSS OF LOSS: BITMINE’S -$6,600,000,000 ETH VOID

Move over, Archegos. There’s a new "Legend of the Liquidated" in town. BitMine ($BMNR) is currently sitting on a -$6.6 BILLION unrealized loss on their Ethereum bag.

The Horror Show by the Numbers:

• The Bag: ~4.24 Million ETH (roughly 3.5% of the entire supply).

• The Damage: -$6,600,000,000. If they sell today, it’s the 5th largest trading loss in human history.

• The "Archegos" Metric: This loss is officially 66% the size of the 2021 Archegos collapse ($10B). Bill Hwang finally has a worthy successor.

• The Strategy: While Ethereum plunged below $2,300, BitMine didn't flinch—they just kept holding. It’s not "investing" anymore; it’s a high-stakes game of chicken with the global economy.

The Reality Check:

• MicroStrategy (BTC): "We buy the dip and win."
• BitMine (ETH): "We bought the dip... and the dip kept dipping until it reached the Earth's core."

Why the Market is Shaking:

When a single entity holds 3.5% of the supply and is underwater by $6.6B, everyone is watching the "Sell" button. If they blink, the "Flippening" might just become the "Flattening."

💬 Question for the Degens:
Is BitMine a group of legendary "Diamond Hand" Chads, or are they just running the world’s most expensive "Hotel California" trade? 👇

#BitMine #BMNR #Ethereum #ETHCrash
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The liquidation storm sweeps through the US stock market: high-leverage 'Ethereum vouchers' face dual blows from liquidity and earnings reports. DAT concept hard-hit area: On February 2, 2026, before the market opens, the 'crypto treasury' company centered on the Digital Asset Technology (DAT) model encountered extreme selling. Sharplink (SBET) leads the decline (-10.70%): Following last week's announcement of a $1 billion increase for purchasing ETH that led to equity dilution, it faced another sharp drop today. Its Q4 2025 earnings report shows a non-cash impairment provision of $87.8 million in ETH, causing serious doubts among investors about its leverage holding strategy. Bitmine (BMNR) plummets (-10%): Similar to MSTR for BTC, Bitmine is the largest ETH treasury company in the world. Due to the ongoing weakness of the Ethereum exchange rate, coupled with the expectation of 'unlimited dilution' from its proposed increase of authorized shares to 50 billion, panic funds fled. Mainstream targets under pressure: MSTR (-7.25%): As Bitcoin falls below $86,000, MSTR, as a 1.5 times leveraged BTC alternative, is the first to come under pressure. ETHZ (-7.23%): Ethzilla, focusing on the Ethereum ecosystem, faced a dense triggering of algorithmic stop-loss orders after ETH broke the psychological barrier of $3,000. Plunge logic: ETH confidence crisis: Recent continuous liquidation by Ethereum Foundation members and large holders has led to the ETH to BTC exchange rate dropping to a new low since 2021, severely impacting the consensus of 'ETH rebound'. Cloud of the new Federal Reserve Chairman: The market is concerned about the 'hard monetarism' that Kevin Warsh may adopt, leading to high-valued crypto concept stocks being the first to be removed from institutional holdings. Earnings season kills valuations: Large unrealized losses disclosed during audits by mining companies and treasury companies forced ETF funds to passively adjust their positions. #MSTR #BMNR #SBET #以太坊暴跌 #美股盘前
The liquidation storm sweeps through the US stock market: high-leverage 'Ethereum vouchers' face dual blows from liquidity and earnings reports.
DAT concept hard-hit area: On February 2, 2026, before the market opens, the 'crypto treasury' company centered on the Digital Asset Technology (DAT) model encountered extreme selling.
Sharplink (SBET) leads the decline (-10.70%): Following last week's announcement of a $1 billion increase for purchasing ETH that led to equity dilution, it faced another sharp drop today. Its Q4 2025 earnings report shows a non-cash impairment provision of $87.8 million in ETH, causing serious doubts among investors about its leverage holding strategy.
Bitmine (BMNR) plummets (-10%): Similar to MSTR for BTC, Bitmine is the largest ETH treasury company in the world. Due to the ongoing weakness of the Ethereum exchange rate, coupled with the expectation of 'unlimited dilution' from its proposed increase of authorized shares to 50 billion, panic funds fled.
Mainstream targets under pressure:
MSTR (-7.25%): As Bitcoin falls below $86,000, MSTR, as a 1.5 times leveraged BTC alternative, is the first to come under pressure.
ETHZ (-7.23%): Ethzilla, focusing on the Ethereum ecosystem, faced a dense triggering of algorithmic stop-loss orders after ETH broke the psychological barrier of $3,000.
Plunge logic:
ETH confidence crisis: Recent continuous liquidation by Ethereum Foundation members and large holders has led to the ETH to BTC exchange rate dropping to a new low since 2021, severely impacting the consensus of 'ETH rebound'.
Cloud of the new Federal Reserve Chairman: The market is concerned about the 'hard monetarism' that Kevin Warsh may adopt, leading to high-valued crypto concept stocks being the first to be removed from institutional holdings.
Earnings season kills valuations: Large unrealized losses disclosed during audits by mining companies and treasury companies forced ETF funds to passively adjust their positions.
#MSTR #BMNR #SBET #以太坊暴跌 #美股盘前
Officially exceeded 3 million! ETH Micro Strategy BMNR, during last week's market pullback, continued to buy heavily $ETH , accumulating 202,000 pieces just last week, compared to the previous week's 179,200 pieces, a month-on-month growth of 12.71%. Currently, BMNR has officially accumulated 2.5% of the total ETH circulation in the network, with only half the distance remaining to the goal of 5% accumulation. Interestingly, last week's increase, according to previous on-chain disclosures, mostly occurred during the market crash moments on weekends. Tom Lee's company took practical action to bottom out. #BMNR
Officially exceeded 3 million! ETH Micro Strategy BMNR, during last week's market pullback, continued to buy heavily $ETH , accumulating 202,000 pieces just last week, compared to the previous week's 179,200 pieces, a month-on-month growth of 12.71%.
Currently, BMNR has officially accumulated 2.5% of the total ETH circulation in the network, with only half the distance remaining to the goal of 5% accumulation.
Interestingly, last week's increase, according to previous on-chain disclosures, mostly occurred during the market crash moments on weekends.
Tom Lee's company took practical action to bottom out. #BMNR
🚨 Breaking Crypto News Update! 🚨Short-seller Kerrisdale Capital has officially announced a short position in BitMine Immersion (BMNR) — the ETH-focused company led by Tom Lee. According to Kerrisdale, BitMine’s business model of “issuing shares to buy ETH” copies an outdated strategy similar to MicroStrategy’s old playbook. They claim this “reflexive loop” is no longer sustainable in today’s market. The report also questioned the transparency and leadership strength of Tom Lee, saying he lacks the influence to keep investors confident. This move has shaken confidence in BMNR, and traders are watching closely to see how the market reacts next. 👀 📉 Summary: Company: BitMine Immersion (BMNR) Targeted by: Kerrisdale Capital Accusation: Outdated, unsustainable business model Leader under fire: Tom Lee Market sentiment: Bearish pressure increasing #BitMine #TomLee #BMNR #KerrisdaleCapita #CryptoNews

🚨 Breaking Crypto News Update! 🚨

Short-seller Kerrisdale Capital has officially announced a short position in BitMine Immersion (BMNR) — the ETH-focused company led by Tom Lee.
According to Kerrisdale, BitMine’s business model of “issuing shares to buy ETH” copies an outdated strategy similar to MicroStrategy’s old playbook. They claim this “reflexive loop” is no longer sustainable in today’s market.
The report also questioned the transparency and leadership strength of Tom Lee, saying he lacks the influence to keep investors confident.
This move has shaken confidence in BMNR, and traders are watching closely to see how the market reacts next. 👀
📉 Summary:
Company: BitMine Immersion (BMNR)
Targeted by: Kerrisdale Capital
Accusation: Outdated, unsustainable business model
Leader under fire: Tom Lee
Market sentiment: Bearish pressure increasing
#BitMine #TomLee #BMNR #KerrisdaleCapita #CryptoNews
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Bullish
2025.7.29 On-chain Vision Ethereum Edition: #Sharplink Down 70%, BMNR Plummets Again, Is It an Opportunity or a Pitfall? Recently, the price pullback of #以太坊 has affected two important treasury projects in its ecosystem: Sharplink and #BMNR The current price has dropped back to around 20 USD, #BMNR 11%, and further declined by 15% in after-hours trading. The reason for the decline of BMNR is similar to the previous situation with Sharplink: both submitted prospectuses and plan to conduct PIPE (private investment in public equity) operations. Historical experience tells us that each time PIPE is done, stock prices almost always face significant pressure. For example, after Sharplink disclosed its PIPE, the stock price plummeted by 60-70%, almost heading towards zero. However, this time the decline of BMNR is relatively “mild”, currently down only 15%, making the situation appear manageable. Whenever $PIPE is involved, it can easily trigger fluctuations in market sentiment, so it is advisable to observe BMNR's trend after the US stock market opens tomorrow for a more prudent approach. From the valuation indicators, Sharplink's NAV (Market Value Relative to Net Assets) has also dropped to a lower position. BMNR's MNAV has fallen to about 1.8%, and with the after-hours decline, it may drop to 1.6%; Sharplink's MNAV is also around 1.7%. #MNAV below 2 usually indicates that these assets' stock prices may have some rebound potential. Of course, this is just a reference indicator and cannot be the sole basis for decision-making; it still needs to be evaluated in conjunction with market sentiment, technical aspects, and fundamentals. Returning to the overall market, yesterday's Ethereum surge and subsequent pullback indeed impacted the entire market's confidence. Especially in the morning, when ETH drove a wave of increases, almost all altcoins surged significantly. The #DeFi sector exploded overall, with UNI briefly breaking 11 USD, and #ENA also surging past 0.7 USD, reaching a new high for the year. But the good times didn't last long; with #ETH's pullback, these strong coins also experienced significant declines from their highs. This once again confirms an old logic in the crypto space: “Everything originates from Ethereum.” As long as #ETH performs weakly, the entire ecosystem will be affected. Currently, market volatility is expected to continue, especially considering the dual impact of #Sharplink policy, caution is still needed in the short term.
2025.7.29 On-chain Vision
Ethereum Edition: #Sharplink Down 70%, BMNR Plummets Again, Is It an Opportunity or a Pitfall?
Recently, the price pullback of #以太坊 has affected two important treasury projects in its ecosystem: Sharplink and #BMNR

The current price has dropped back to around 20 USD, #BMNR 11%, and further declined by 15% in after-hours trading.

The reason for the decline of BMNR is similar to the previous situation with Sharplink: both submitted prospectuses and plan to conduct PIPE (private investment in public equity) operations. Historical experience tells us that each time PIPE is done, stock prices almost always face significant pressure.

For example, after Sharplink disclosed its PIPE, the stock price plummeted by 60-70%, almost heading towards zero. However, this time the decline of BMNR is relatively “mild”, currently down only 15%, making the situation appear manageable.

Whenever $PIPE is involved, it can easily trigger fluctuations in market sentiment, so it is advisable to observe BMNR's trend after the US stock market opens tomorrow for a more prudent approach.

From the valuation indicators, Sharplink's NAV (Market Value Relative to Net Assets) has also dropped to a lower position. BMNR's MNAV has fallen to about 1.8%, and with the after-hours decline, it may drop to 1.6%; Sharplink's MNAV is also around 1.7%.

#MNAV below 2 usually indicates that these assets' stock prices may have some rebound potential. Of course, this is just a reference indicator and cannot be the sole basis for decision-making; it still needs to be evaluated in conjunction with market sentiment, technical aspects, and fundamentals.

Returning to the overall market, yesterday's Ethereum surge and subsequent pullback indeed impacted the entire market's confidence. Especially in the morning, when ETH drove a wave of increases, almost all altcoins surged significantly. The #DeFi sector exploded overall, with UNI briefly breaking 11 USD, and #ENA also surging past 0.7 USD, reaching a new high for the year.

But the good times didn't last long; with #ETH's pullback, these strong coins also experienced significant declines from their highs. This once again confirms an old logic in the crypto space: “Everything originates from Ethereum.” As long as #ETH performs weakly, the entire ecosystem will be affected.

Currently, market volatility is expected to continue, especially considering the dual impact of #Sharplink policy, caution is still needed in the short term.
Cathie Wood's Ark Invest is doubling down on its crypto related investments. 🚀 The firm, a major player in disruptive innovation, just added another 388,045 shares of BitMine (#BMNR ) to its portfolio. This latest acquisition brings Ark Invest's total holdings in the company to a massive $267 million, spread across its flagship ARKK, ARKF, and ARKW ETFs. This strategic move highlights Cathie Wood's continued conviction in companies at the forefront of the digital asset revolution. BitMine, which is focused on building an Ethereum treasury, has seen its stock price soar this year, making it a key holding for Ark. This accumulation of shares is a strong signal that institutional interest in #blockchain and ether firms is growing. $BTC $XRP $ETH
Cathie Wood's Ark Invest is doubling down on its crypto related investments. 🚀 The firm, a major player in disruptive innovation, just added another 388,045 shares of BitMine (#BMNR ) to its portfolio.

This latest acquisition brings Ark Invest's total holdings in the company to a massive $267 million, spread across its flagship ARKK, ARKF, and ARKW ETFs. This strategic move highlights Cathie Wood's continued conviction in companies at the forefront of the digital asset revolution.

BitMine, which is focused on building an Ethereum treasury, has seen its stock price soar this year, making it a key holding for Ark. This accumulation of shares is a strong signal that institutional interest in #blockchain and ether firms is growing. $BTC $XRP $ETH
New Flywheel. Ethereum institution NO.1, BitMine, has released the latest prospectus supplement and plans to raise 24.5 billion USD. As soon as the news broke, $ETH reached a new high of $4400. #BitMine #ETH #BMNR
New Flywheel.

Ethereum institution NO.1, BitMine, has released the latest prospectus supplement and plans to raise 24.5 billion USD. As soon as the news broke, $ETH reached a new high of $4400.

#BitMine #ETH #BMNR
🚀 #Ethereum treasury shake up big players are stacking eth heavy 📊 in the last 30 days institutions have reshaped their eth strategy 👀 🥇 bitmine immersion tech bmnr now holding 1.87m eth worth 8b up 124 🥈 sharplink gaming sbet holding 837k eth worth 3.59b up 60 🥉 the ether machine ethm holding 495k eth worth 2.12b up 43 ethereum foundation holding 229.6k eth worth 984m down 1.3 ethzilla ethz holding 102.2k eth worth 438m up 24 fg nexus fgnx holding 48.4k eth worth 207m massive 656 surge 🚀🔥 institutions are clearly positioning for the next eth move do you think this signals a bullish trend ahead 🤔💎 #eth #bmnr #sbet #fgnx
🚀 #Ethereum treasury shake up big players are stacking eth heavy 📊

in the last 30 days institutions have reshaped their eth strategy 👀

🥇 bitmine immersion tech bmnr now holding 1.87m eth worth 8b up 124
🥈 sharplink gaming sbet holding 837k eth worth 3.59b up 60
🥉 the ether machine ethm holding 495k eth worth 2.12b up 43
ethereum foundation holding 229.6k eth worth 984m down 1.3
ethzilla ethz holding 102.2k eth worth 438m up 24
fg nexus fgnx holding 48.4k eth worth 207m massive 656 surge 🚀🔥

institutions are clearly positioning for the next eth move do you think this signals a bullish trend ahead 🤔💎

#eth #bmnr #sbet #fgnx
Crypto tycoon Du Jun speaks out: Shorting premium treasury companies like BMNR is feasible, but shorting ETH is a 'foolish move' On October 9, Vernal founder Du Jun expressed a clear opinion on social media: investors may consider shorting premium treasury companies like BMNR, but choosing to short ETH is an unwise decision. This statement quickly sparked heated discussions in the crypto community, with many investors beginning to reassess the market value and short-term trends of ETH, while also keeping an eye on the investment risks associated with premium treasury companies like BMNR. $ETH #BMNR
Crypto tycoon Du Jun speaks out: Shorting premium treasury companies like BMNR is feasible, but shorting ETH is a 'foolish move'

On October 9, Vernal founder Du Jun expressed a clear opinion on social media: investors may consider shorting premium treasury companies like BMNR, but choosing to short ETH is an unwise decision.

This statement quickly sparked heated discussions in the crypto community, with many investors beginning to reassess the market value and short-term trends of ETH, while also keeping an eye on the investment risks associated with premium treasury companies like BMNR. $ETH #BMNR
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