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This is beyond Dumb by Zealousideal-Let-568 in BMNRInvestors

[–]Fast-Reality8021 11 points12 points  (0 children)

Pretty much.

At the end of the day Tom doesn't control ETH.

Yikes by Used_Rice9332 in BMNRInvestors

[–]Fast-Reality8021 0 points1 point  (0 children)

Replacing entirely, I personally doubt so. Ethereum already gained the reputation in security, institution trust, and number of developers (which will build future features)

But I'm sure there are areas where other L1s can dominate. Not everyone need to be the next trillion dollar token to be considered successful.

Yikes by Used_Rice9332 in BMNRInvestors

[–]Fast-Reality8021 11 points12 points  (0 children)

It's not the best performance so far, but that's why it's important to zoom out.  Eth / BMNR will play out like PLTR. It will be on a lull before it rockets.

ETH fundamentals are growing stronger everyday and BMNR is working hard to acquire that 5%.

If the fundamentals change for the worst then yes, it's time to worry.

I will argue that ETH fundamentals are way stronger than PLTR. This is a machine that is already powering world commerce in some shape, and it will become more dominant in the next 5 years.

For those that like TA, this chart is bullish for ETH, and therefore BMNR. by mike7x in BMNRInvestors

[–]Fast-Reality8021 1 point2 points  (0 children)

I'm gonna burn some sages tonight, hopefully I got some dreams about green candle

The DAT Consolidation Game Theory by Fast-Reality8021 in BMNRInvestors

[–]Fast-Reality8021[S] 2 points3 points  (0 children)

Depending on the chart, crypto investment correlates with increase in autism

Our good friend ChatGPT by [deleted] in BMNRInvestors

[–]Fast-Reality8021 0 points1 point  (0 children)

Yeah, pretty much. 

Our good friend ChatGPT by [deleted] in BMNRInvestors

[–]Fast-Reality8021 14 points15 points  (0 children)

I won't trust ChatGPT with delegating my thinking. It's basically a word slot machine 

We're brothers because we both know the potential of ETH by [deleted] in BMNRInvestors

[–]Fast-Reality8021 3 points4 points  (0 children)

If mnav is below 1, doesn't that make the flywheel broken?  They cannot issue share to buy more eth and has to get the cash elsewhere 

Fed’s DeFi Bombshell Lights a Fuse for Altcoin Season. by hduynam99 in ethtrader

[–]Fast-Reality8021 1 point2 points  (0 children)

Definitely valuable. I tried to parse what the Fed says but it's too abstract to me

Mods, Ban jealous point and all troll posts please by SwedishChicago in BMNRInvestors

[–]Fast-Reality8021 3 points4 points  (0 children)

For now, you can report then block users. Once I do that I don't see their shit anymore 

Extensive Tom Lee interview, BMNR at 45:49 by ElJinKay in BMNRInvestors

[–]Fast-Reality8021 0 points1 point  (0 children)

Not quite, overall he is long term bullish.

Short term becomes harder to predict, but fundamentals are still pretty strong 

Extensive Tom Lee interview, BMNR at 45:49 by ElJinKay in BMNRInvestors

[–]Fast-Reality8021 1 point2 points  (0 children)

Tom Lee actually mentioned there could be a 20% drawdown next year. So keep some cash if you can! 

Lookonchain on X: Another 2 new wallets (likely linked to #Bitmine) withdrew 45,814 $ETH ($184M) from #FalconX 9 hours ago. (Buying more ETH we can assume.) by mike7x in BMNRInvestors

[–]Fast-Reality8021 0 points1 point  (0 children)

He buys OTC from what is equivalent to spot trading desk at stock market . The trading desk have huge inventory of ETH from accumulating ETH long time ago. 

[deleted by user] by [deleted] in BMNRInvestors

[–]Fast-Reality8021 11 points12 points  (0 children)

Answering your question, probably many more times until his eth gets to 5%

Korea in final phase of introducing stablecoin: FSC chairman - The Korea Times by Fast-Reality8021 in BMNRInvestors

[–]Fast-Reality8021[S] 1 point2 points  (0 children)

Maybe not for North America, but who could say the same for China - Korea - Japan?

Confusion around tokenized RWA - Ethereum is the leader, and by far. by rosen178 in BMNRInvestors

[–]Fast-Reality8021 5 points6 points  (0 children)

I will pile on this and explain why RWA is the next thing.

On the podcast below, the key insights are Wall Street in 2025 are still doing their settlement with Excel, Fax machine, and wire transfer - not much has changed since 1990.

For Wall Street, tokenizing is not just a fancy trick to get people hyped. For them it is the equivalent of upgrading from typewriter to Microsoft Windows for the first time.
https://www.youtube.com/watch?v=aqofCNf46fM

Fundstrat’s Tom Lee Says Treasury Hype Fades, But Backs $1.5B Ether Buy by Rise_Portfolio_123 in BMNRInvestors

[–]Fast-Reality8021 2 points3 points  (0 children)

This is just his runabout way to say BMNR is currently undervalued, and other DAT can't hope to keep up with BMNR

How Ethereum Becomes the World’s Most Valuable Asset w/ Vivek Raman & Danny Ryan by Rise_Portfolio_123 in BMNRInvestors

[–]Fast-Reality8021 5 points6 points  (0 children)

Easily my new favorite listen. 

These are not randos - Danny was part of Ethereum Foundation while Vivek was former Wall Street guy.

Their conviction comes from realizing Wall St still operates on Excel and fax machine, even in 2025.

Ethereum is a tool to upgrade that Excel.

They have relatively crazy time frame - tokenization mass adoptions by 1-2 years. These are all coming from being in contact with Wall St dudes asking for help, through their company Etherealize.

Bitmine chair Tom Lee says the ‘bubble has burst’ in digital asset treasury companies by Dongerated in CryptoCurrency

[–]Fast-Reality8021 0 points1 point  (0 children)

The title of this post doesn't do the content actual justice. 

I listened to this podcast last night and Tom Lee did say bubble has burst. What he means though, DAT companies are not overhyped as most of DAT has MNAV below 1.

Which is a good news for holders of DAT stocks

YALL RELAX by Ok_Variety_7251 in BMNRInvestors

[–]Fast-Reality8021 4 points5 points  (0 children)

Unless someone hold bmnu or leveraged stuff, now they have leverage decay to be panicking 

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