$BMNR Sept. 2nd Update ➡️ 1.867M $ETH ➡️ $635M Cash ➡️ $8.98B Total Value ➡️ New Chairmans Message Video If you haven't seen the latest chairmans video, I highly suggest watching it.

Thank you for putting this together! Awesome website with tons of up to date stats for $BMNR

What will $BMNR do with their cash pile?

$ETH bears biggest complaint are the throughput and tx fees. Tx fees haven't been egregiously high since 2021 with all of the network upgrades and are usually around $0.50.

$BMNR looks like an absolute steal at a 1.18 mNAV. Once #Altseason starts and the #FOMO comes back, we will see some mNAV expansion.

We are so back Bull run is back on $BMNR $ETH

Coming soon... $BMNR $ETH

$BMNR Mid-Week Estimates ➡️ 249M Shares ➡️ $683M Cash ➡️ 1.908M $ETH ➡️ 1.216 mNAV I estimate them at using $3.55B / $20B of their latest total buyback plan. Average weighted buy price is $3862 / ETH with a cost basis of $7.37B.

Circulating stablecoins on $ETH are up 2.88% in 7 days and 20% in 7 weeks (since CLARITY/GENIUS passed). At this rate we will meet Bessents projection of $4T by early 2028. 🚀 Ultra Bull Case 🚀 Using $1 in circulating stablecoins creates $2 in network value; we could be

This is the main reason all treasury stocks including $BMNR are down today. Unfortunate timing, we had a nice recovery yesterday.

Is anyone considering the following pair trade? 🟢 Synthetic long $SBET (0.9x mNAV) 🔴 Synthetic short $MTPLF (2.5x mNAV) I would suggest $FGNX as a short but no options chain yet. Values courtesy of Ricky

Four straight days of $ETH outflows and we are still at $4,420. Things will turn around soon, and when they do $BMNR will bounce back over $60.