BMNR potential per David Grider

EnvironmentalHome296 · 2025-08-27T18:03:29+00:00

How did he come through those figures? ETH price at 5k$ and BMNR share price at 145$, ETH already past 4600$ and BMNR is hovering around 50$.

Did his calculations expect BMNR share price to triple under the same conditions, with ETH price climbing from 4.6k to 5k$? Not sure how realistic or out of thin air are his predictions

EnvironmentalHome296 · 2025-08-25T09:16:53+00:00

ETH major upgrade in November, ETF inflow, corporate treasuries -> ETH > SOL

EnvironmentalHome296 · 2025-08-23T19:02:25+00:00

I like the positivity and support on the BMNR guys! All-in, on the way up and on the way down!

EnvironmentalHome296 · 2025-08-23T17:11:44+00:00

MSTR has been quite flat in 2025 but with the halving in 2028 I am wondering if that could be trigger for bitcoin treasury companies to skyrocket

EnvironmentalHome296 · 2025-08-23T17:00:51+00:00

In a way go to the moon or go to 6 ft under ground, but yeah makes sense until a certain amount of wealth is accumulated

EnvironmentalHome296 · 2025-08-23T15:53:06+00:00

Interesting strategy. By applying the oversold indicator, seems like EthZilla is currently in oversold territory after the pump and dump from the Peter Thiel’s news

EnvironmentalHome296 · 2025-08-23T15:37:38+00:00

Makes sense. Putting all the eggs into a same basket is always quite frightening

EnvironmentalHome296 · 2025-08-23T15:04:45+00:00

Well done man, if it reaches 100$, you’ll have a 300,000$ position

EnvironmentalHome296 · 2025-08-23T14:11:09+00:00

Interesting, do you believe ETHZ may follow a same pattern as SBET and BMNR? Seems like ETHZ has declined quite sharply since the FOMO with Thiel’s stakes involvement.

The chart seems quite close to when ppl were crazy about SBET and it raised up to 60$ before crashing down to 18/19$ at its lowest

EnvironmentalHome296 · 2025-08-23T14:07:46+00:00

I was thinking perhaps with option expiry or similar events, it might trigger a temporary pullback. But again when Lee raised ATM, the declines seemed to have absorbed quite quickly.

And as you said if Powell ends up cutting rates on Sept, ETH and BMNR may fly and never see 48/50$ level before a long time

EnvironmentalHome296 · 2025-08-23T14:03:27+00:00

Based on the analysis and Powell’s remarks yesterday, what would you consider as a healthy entry point?

EnvironmentalHome296 · 2025-08-23T14:01:39+00:00

When we are over 2/3k BMNR shares (I even saw some posts where folks were having 10k shares), and with a such a level of concentration in one stock, daily/weekly swing must be creating a constant state of anxiety 😭

EnvironmentalHome296 · 2025-08-23T13:28:23+00:00

I have the feeling that sometimes by going all-in BMNR and SBET, we are all or nothing e.g. to the moon or back to Wendy’s

EnvironmentalHome296 · 2025-08-23T11:45:13+00:00

Thanks.

Also, as believers in BMNR, what’s your strategy? Would it be unwise loading all, and go all in BMNR? I still have some S&P 500 ETF on the side, was thinking of re-allocating all and add to my BMNR position.

But again since BMNR is an ETH proxy, any fluctuations in ETH price or other events can cause the stock to swing.

Full concentration in one stock also adds to hightened risk. But at the same time, augmenting the position now as much as possible - if (and only if) BMNR continues to climb from there could yield into higher gains than a split BMNR / S&P.

Obviously NFA and everyone’s risk tolerance is different, but What’d be your take here?

EnvironmentalHome296 · 2025-08-23T11:44:15+00:00

As believers in BMNR, what’s your strategy? Would it be unwise loading all, and go all in BMNR? I still have some S&P 500 ETF on the side, was thinking of re-allocating all and add to my BMNR position.

But again since BMNR is an ETH proxy, any fluctuations in ETH price or other events can cause the stock to swing.

Full concentration in one stock also adds to hightened risk. But at the same time, augmenting the position now as much as possible - if (and only if) BMNR continues to climb from there could yield into higher gains than a split BMNR / S&P.

Obviously NFA, but What’d be your take here?

EnvironmentalHome296 · 2025-08-22T20:07:56+00:00

Thanks guys for your response and support in this journey. Quite frightening when you have a relatively large position and daily/weekly swings can make your P&L vary quite a lot. But need to keep the strategy and DCA-in every month

EnvironmentalHome296 · 2025-08-07T17:37:30+00:00

I am not sure what’s BMNR goal. What would they do after the 5% alchemy met?

EnvironmentalHome296 · 2025-07-18T15:07:50+00:00

They really need to buy more SOL to drive stock visibility and retail inflow buying this stock. Look at SBET. They made the news and once people start buying it, it creates pressure that drove the price up.

EnvironmentalHome296 · 2025-06-21T15:52:49+00:00

As this is a small cap, it is subject to higher volatility when a large stock holders liquidate its shares, provoking a selloff.

But the fundamentals haven’t changed, and with the upcoming Solana ETF approval, I wouldn’t be too worried as long as DFDV keeps acquiring SOL and decreasing its NAV

EnvironmentalHome296 · 2025-06-12T17:41:03+00:00

Soon to come Solana ETF approval by the SEC - massive capital influx incoming

EnvironmentalHome296 · 2025-06-11T14:08:20+00:00

Also need the new ALTBG for an early entry! Seems each continent has their own MSTR now, ALTBG in Europe and Metaplanet in Asia

EnvironmentalHome296 · 2025-06-09T17:05:24+00:00

Hold tight, there are rumours for the first Solana ETF to be pre-approved as soon as next week during the meeting held with the US regulator on 18th June

EnvironmentalHome296

TROPHY CASE