#Valueinvestor #SpecialSituations Investing Goal is to identify Value Opportunities. DO NOT accept any of my comments as investment advice.
NYC
Joined November 2012
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ValInv retweeted
Eightco Holdings $ORBS Announces Strategic Monetization to Demonstrate Portfolio Gains and Support Accelerated Buybacks
- On Oct 26, Eightco monetized a small portion of its @OpenAI investment at a price per share roughly 40% above its initial purchase price
- The Board intends to use the sale proceeds for additional share repurchases
- Repurchased more than 55M shares under its $125M share repurchase program
- Since August, repurchased 12.98% of shares outstanding
Treasury as of Oct 28th, totaling ~$399M:
• Nearly 302M $WLD
• 16,278 $ETH
• $76M @OpenAI equity (indirect)
• $18M @Beast Industries equity
• $132M cash and equivalents
prnewswire.com/news-releases…
ValInv retweeted
Eightco Holdings $ORBS Announces Strategic Monetization to Demonstrate Portfolio Gains and Support Accelerated Buybacks
- On Oct 26, Eightco monetized a small portion of its @OpenAI investment at a price per share roughly 40% above its initial purchase price
- The Board intends to use the sale proceeds for additional share repurchases
- Repurchased more than 55M shares under its $125M share repurchase program
- Since August, repurchased 12.98% of shares outstanding
Treasury as of Oct 28th, totaling ~$399M:
• Nearly 302M $WLD
• 16,278 $ETH
• $76M @OpenAI equity (indirect)
• $18M @Beast Industries equity
• $132M cash and equivalents
prnewswire.com/news-releases…
ValInv retweeted
🔥 $BMNR NOW OWNS 1 IN EVERY 20 $ETH IN EXISTENCE!👇
Tom Lee and his team has accomplished so much in only around 16 months!
🔷 Share of ETH supply: 4.95%
🔷 Total ETH held: 6,051,933
I’m really exciting what comes next after they reach their 5% goal.
Do you think the decision to not buy anymore after 5% was a good one?🤔
ValInv retweeted
Why the hell aren’t you buying $BMNR when the stocks low and the staking revenues are pouring in? 🤔
In 2026, 22.9 million shares repurchased at an average of $17.48, totaling $399.6 million for the year.
$BMNR currently has about 603.23 million shares outstanding.
They added 10,452 ETH last week.
Total holdings now: 6.05 million ETH (about 4.95% of total Ethereum supply).
Roughly 5.23 million ETH is staked.
Bitmine is currently projecting about $318 million in annualized staking revenue.
Combined crypto + cash + other investments: $15 billion.
mNAV is approximately 0.88x which is great.
Looking at it on @liquidtrading we could see that it’s ready to pop!
ValInv retweeted
JOSEPH CHALOM: HUNDREDS OF BILLIONS OF AI AGENTS COULD USE ETHEREUM
Responding to Tom Lee's vision of Ethereum's future, SharpLink CEO Joseph Chalom believes the AI agent economy is already taking shape.
He predicts tens, potentially hundreds of billions of AI agents could eventually use Ethereum, becoming its largest user community.
His vision goes beyond tokenized capital markets.
AI agents could transact, manage money and operate across Ethereum's mainnet and Layer 2 networks.
If Chalom and @fundstrat are right, Ethereum's next major wave of adoption may come from users who aren't human.
The question for investors is how much of that activity ultimately creates demand for ETH.
ValInv retweeted
JOSEPH CHALOM SEES A FINANCIAL REVOLUTION COMING
And the most interesting part is what happens when four technologies finally work together.
🔹 Stablecoins make money available 24/7
🔹 Tokenization makes assets programmable
🔹 DeFi allows transactions to execute on chain
🔹 AI agents automate the entire process
The opportunity goes far beyond faster payments.
Imagine financial services that can monitor markets, move capital, settle transactions and manage risk continuously, without waiting for a person to initiate every step.
Chalom's bigger point is that technological revolutions make what was once scarce and expensive abundant and cheap.
What happens to traditional finance when financial execution itself becomes abundant?
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.
