#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
🔥 $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?🤔
@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
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.
