The alchemy of 5% of ETH | NYSE | Thomas (“Tom”) Lee Chairman @fundstrat. Key tickers: $BMNR $BMNP
New York, NY
Joined August 2023
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Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
i'm not a crypto OG, but around long enough to see these headlines and need a sec...
a 240-year-old bank @BNYglobal with $63 trillion in custody offers #ETH staking rewards... wut?
LATEST: 🏦 BNY is partnering with Figment to let eligible institutional clients earn staking rewards through its Digital Asset Custody platform, starting with ETH and then SOL.
ALT A logo featuring the letters "BNY" in bold, dark font, with a blue arrowhead pointing right beside the text.
ALT A close-up of an Ethereum coin placed on computer hardware, surrounded by electronic components.
ALT The image shows the Solana logo featuring three stylized, horizontal bars with a gradient effect in blue, green, and purple, above the text "SOLANA" in bold white letters, all set against a black background.
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
“I don’t think a single Nvidia customer is going to cancel an order.” @Fundstrat’s Tom Lee said on @CNBCClosingBell today.
TV viewers got the headline. Members got the playbook: the 5 reasons Lee expects $NVDA is likely to dominate: fundstratdirect.com/fsi-aler…
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
Regarding $NVDA
The departure of the founder and CEO is a massive test for any company. Here are the reasons we expect $NVDA to continue to dominate:
💪 huge technological lead in chip design and supply chain control plus CUDA, that all survive a leadership change
💪 Engineering talent is deep. If Jensen was the chief designer of the chips and architecture, the company’s risk would be much greater
💪 an ownership culture at NVDA: 80% of employees are stock millionaires and 50% own stock worth more than $25 million
These employees are not “punching the clock” and highly motivated to maintain the company’s leadership position
💪 The stock has an attractive PE multiple and the substantial free cash generation means the company can support the stock via buybacks
There will be pain near term since many investors view this as an adverse development. It is. But at 10x forward PE, this is also the best risk/reward in AI at the moment
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
$BMNR ethereum:native
Betting on @fundstrat
"I think in the next crypto cycle it’s about tokenization, AI and compute.
We have a big balance sheet.
We could be leveraging opportunities there.“
"So I think after they reach their 5% alchemy goal, in around 4-6 weeks, they will announce a big new moonshot in one of these categories!"
REALLY INTERESTING NEWS FOR $BMNR SHAREHOLDERS!👇
Tom Lee, chairman of the largest $ETH treasury on the planet said in the latest Coin Desk interview:
„I think in the next crypto cycle it’s about tokenization, AI and compute.
We have a big balance sheet.
We could be leveraging opportunities there.“
So I think after they reach their 5% alchemy goal, in around 4-6 weeks, they will announce a big new moonshot in one of these categories!
What do you think is gonna be the next move from Bitmine?🤔
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
🚨 TOM LEE ON $ETH ETHEREUM:
"It has been around $2,700 for 5 years. The longer the base, the bigger the breakout."
"Ethereum is massively undervalued."
"This bull cycle I think it could easily be $25,000 to $50,000 per token."
TOM LEE SEES ETHEREUM $ETH AT $25,000 TO $50,000
@fundstrat believes ETH's five-year consolidation could set up a much larger breakout.
His nearer-term targets:
- Above $5,000 by year-end
- Around $7,500 if Bitcoin bitcoin:native clears $100,000
Bitcoin is already back at $84,000.
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
TOM LEE SAYS BITMINE $BMNR EXECUTED THE LARGEST CRYPTO STOCK BUYBACK EVER
He says the buyback helped establish a bottom in BitMine’s share price:
- BitMine began buying back stock on July 14, near what Lee describes as the lows
- The company repurchased 21 million shares for roughly $350 million
- The buyback was completed on August 17 and, in Lee’s view, helped establish the low for $BMNR shares
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
This week's update has the latest Chairman's message here: bitminetech.io/chairmans-mes…
Check it out.
🧵
1/
BitMine provided its latest holdings update for October 12, 2026
$16.2 billion in total crypto + "moonshots":
- 6,028,946 ETH at $2,544 per ETH (per @coinbase)
- 214 Bitcoin (BTC)
- $180 million stake in Beast Industries @MrBeast
- $85 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and
- total cash and marketable securities of $612 million.
Ticker:
$BMNR common equity
$BMNP 9.5% perpetual preferred, dividends paid weekly
Chairman: Tom Lee @fundstrat
Link ⛓️
prnewswire.com/news-releases…
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
BREAKING: Tom Lee's BitMine bought $46.6 million of $ETH, bringing its total holdings to $16.1 Billion.
He expects a massive Q4 rally, with ETH hitting $6,000 by year-end.
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
BITMINE’S MAVAN IS ALREADY EARNING FEES ON HYPERLIQUID
Hyperion’s SEC filings show MAVAN, formerly Pier Two, hosts and manages the Kinetiq × Hyperion validator and receives 25% of its validator commissions and other validator level rewards earned in $HYPE.
Now MAVAN is helping bring DoubleZero Edge’s subscription based Hyperliquid market data service to market over dedicated fiber.
BitMine owns the world’s largest corporate ETH treasury alongside a growing multi chain infrastructure business.
$BMNR $ETH
BITMINE’S MAVAN IS ALREADY EARNING FEES ON HYPERLIQUID
Today’s DoubleZero launch reveals a much deeper part of the $BMNR story.
Hyperion’s SEC filings show MAVAN, hosts and manages the Kinetiq × Hyperion validator and receives 25% of its validator commissions and other validator level rewards.
Now MAVAN is helping bring DoubleZero Edge’s subscription based Hyperliquid market data service to market over dedicated fibre.
Bitmine @BitMNR owns the world’s largest corporate ETH treasury alongside a growing multi chain infrastructure business.
$HYPE $ETH
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
Honestly, I wouldn't be surprised if we're going to see $ETH rally to $15,000-20,000 this bull cycle.
The previous bull cycle has been extremely weak for #Altcoins.
This time, it all feels like 2017 again, meaning that the upside is going to be exponentially larger than previous cycles.
$ETH is set to print a higher high on the weekly close!
The bearish downtrend since mid-2025 has officially been broken.
Confirmation would be a subsequent higher low.
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
🧵
1/
BitMine provided its latest holdings update for September 8, 2026
$15.7 billion in total crypto + "moonshots":
- 5,929,198 ETH at $2,495 per ETH per ETH per ETH (per @coinbase)
- 211 Bitcoin (BTC)
- $180 million stake in Beast Industries @MrBeast
- $91 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and
- total cash and marketable securities of $593 million.
Ticker:
$BMNR common equity
$BMNP 9.5% perpetual preferred, dividends paid weekly
Chairman: Tom Lee @fundstrat
Link ⛓️
prnewswire.com/news-releases…
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
We expect, last week’s sharp one-day rally was a likely preview of the pending advance.
3/
Tom DeMark, founder of DeMark Analytics and a capital markets advisor to Bitmine is expecting ETH to make a sharp upward move in coming weeks.
According to Tom DeMark,
➡️ “In August, ETH moved sideways without a downside break and the 12-day metric expired, which implies a renewal of the upside move.
➡️ We believe this further supports the continuation of the prior uptrend.
➡️ We expect, last week’s sharp one-day rally was a likely preview of the pending advance.”
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
▶️Today's Macro Minute is open to everyone, no membership needed. Happy Labor Day weekend to all from the @Fundstrat team:fundstratdirect.com/macro-st…
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
In @fundstrat's Macro Minute video last night, Tom Lee highlighted five other reasons why September could be an up month. Watch the full video here:fundstratdirect.com/macro-st…
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
“ETH is the best performing macro asset in 3Q26 so far, outperforming the S&P 500 by 5,430bp”
this is actually wild…
@BitMNR @fundstrat $BMNR $BNMP
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
Consensus is cautious about equity markets for Sept for obvious reasons: Fed hike, AI headwinds, bad seasonals
- to us, this is a setup for a positive surprise
- strong returns for stocks in Sept
Great speaking with @JoeSquawk @BeckyQuick @andrewrsorkin on @SquawkCNBC
@FundstratDirect @FundstratCap
@BitMNR $BMNR $BMNP
The markets could rally ‘very strongly’ if the Fed holds rates in September: Tom Lee of @Fundstrat: cnb.cx/4guezcP
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
This is the bull cycle you've all been waiting for.
Now is the time to lock in, make those trades and make lifechanging money.
That's the sole goal.
Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
David Hoffman says Tom Lee is a better version of Michael Saylor:
"Tom Lee is just a great figurehead. My hot take is that I think Tom Lee is a better Michael Saylor than Michael Saylor is."
"Apples to oranges, but these are both leaders of the number one and number two DATs, and Saylor is a classic steak-eating, laser-eyed Bitcoin maxi, who's a little bit too aggressive."
"Tom Lee is a measured, moderate, balanced, reasonable leader of Bitmine."
"Michael Saylor disrespects his equity like none other. Tom Lee respects the f*ck out of his equity. That is going to be the story between these two assets moving forward."
"I came out of our recent episode with Tom Lee as being like, I think $BMNR is quite bullish, because I do see a possible upside with $ETH in the future."
Ryan Sean Adams: "We've said it before, Tom Lee is probably the most important person in the Ethereum ecosystem right now, certainly the most important new entrant over the last 18 months."