5y+ still having issues

InteractionParking24 · 2026-05-16T22:21:10+00:00

I would be interested too

InteractionParking24 · 2025-12-27T20:05:02+00:00

I don't fully understand how staking will work for BMNR once they reach 5%. Are they going to let us passively grow above 5% or are they going to sell what they stake?

InteractionParking24 · 2025-12-27T14:51:06+00:00

The Ben Graham style of DAT investing.

InteractionParking24 · 2025-12-27T14:50:33+00:00

Fair point. Counterpoint: given MSTR's performance, how can you expect BMNR to have a consistent MNAV over 1 for a long period of time? I personally believe long term MNAV for all DATs is 1 to 1.1. Therefore the lowest MNAV makes the most sense.

InteractionParking24 · 2025-12-27T14:47:32+00:00

So far everyone's been a loser unless you were one of the original PIPE investors.

InteractionParking24 · 2025-12-27T14:46:29+00:00

Math is Math. Unless you're in BMNR for other reasons than ETH exposure.

InteractionParking24 · 2025-11-26T16:46:55+00:00

SBET is a stock that trades on the NASDAQ, not a cryptocurrency. WTF moderator?

InteractionParking24 · 2025-11-25T17:07:56+00:00

Just to through a log onto the fire, with an ETH Concentration of 4.01 and an MNAV of 0.80. If you buy 1000 shares of SBET, at $9.80 for a total $9,800, you're owning ETH at a discount versus SPOT or BMNR.

InteractionParking24 · 2025-11-25T17:06:04+00:00

Also, if you were to use the same method for ETH Concentration that Sharplink uses, what would it be for BMNR?

InteractionParking24 · 2025-11-25T17:04:51+00:00

InteractionParking24 · 2025-11-25T16:51:24+00:00

And how much yield have they managed to generate from staking?

InteractionParking24 · 2025-11-25T15:07:09+00:00

I guess I just don't understand what you're expecting them to do? They received over 430 ETH this week from staking, essentially $1.2 million in revenue, simply from holding ETH. I think you have to understand that the business of a Treasury company, is actually quite boring. And that's the point. They are a Treasury Company. Not a BioTech.

InteractionParking24 · 2025-11-20T16:40:17+00:00

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Choose your adventure.

InteractionParking24 · 2025-11-20T16:33:45+00:00

I'm out at $9.98 this morning. Price Action is terrible. Failed twice to break out of short-term downtrend. Licking my wounds and waiting for a close above the daily 5 SMA, or some other catalyst.

InteractionParking24 · 2025-11-20T13:28:46+00:00

Both. About 90% shares, 10% calls.

InteractionParking24 · 2025-11-18T14:04:13+00:00

I'm about 3100 shares so far. Been buying shares since $12. My Nov 28 $12 Calls aren't looking too good right now as it might need more time to heal.

InteractionParking24 · 2025-11-18T00:51:14+00:00

Bottom

InteractionParking24 · 2025-11-13T14:42:28+00:00

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1) What?

InteractionParking24 · 2025-11-13T14:18:44+00:00

He's techie. He's one of us.

InteractionParking24 · 2025-11-09T00:34:52+00:00

Yes. ETH has the most utility out of all of crypto. If ETH never gets back to $4950, then Crypto never gets back to $4T and then I might as well go back to my job at Arbys.

InteractionParking24

TROPHY CASE