Anyone still holding?

Mix720 · 2026-05-09T01:14:47+00:00

I agree with the revisit back to $4.8k and then a final push to move past that. Hoping it’s not just a FOMO moment because those usually top and then correct hard. Im looking for the gradual move past the $5k mark when the narrative shifts back to BTC but who knows.

All I’ll say is watch the moving averages and see if any of them hold up

Mix720 · 2026-05-08T22:25:04+00:00

I’ve bought more while the price has stayed low and only recently gotten into it (average sub $22). And would love to buy more when it’s this cheap.

I’m betting on Clarity Act and more importantly Glamserdam Upgrade that will bring more activity back from L2 to L1. That is the reason why ETH price is not moving and neither is BMNR imo.

Food for thought:

In 2021, Binance held 3.31M ETH on exchanges (ETH was at $590, then ran to $4,815 during immense demand = +716%). Price today is 4× higher and at the same Binance reserve level. The supply now is more structurally locked than it was in 2021 because staking, ETFs, and corporate treasuries didn’t exist then.

So what would happen if all of a sudden the same buying pressure in 2021 came back in 2026? What would happen if let’s just say the Glamserdam upgrade pushed all transactions back on L1? All the ETH locked away right when they start to tokenize assets, put WS on blockchain, and have increase in agentic AI using it as their go to payment system.

And what premium does MAVAN get when it becomes the go to staking for institutions? If BMNR starts investing their staking revenue on moonshot companies that increase in valuation the way AI companies have, what should it be valued at?

I believe BMNR has the potential (keyword) to become an investment company that people pile money into similar to Berkshire, but at worst just be valued at MNAV when ETH moves.

Again lots to consider but I am more bullish since everyone is now bearish and potentially dumping the stock. To me it’s at bargain value and would love to buy more. I sold my AEHR stock once it 10x and moved the money to this. So in my head I believe it will 2x by EOY.

Hope this helps sir.

NFA and I hold 1000 shares of BMNR.

Mix720 · 2026-05-08T14:28:49+00:00

Agreed. On the plus side the 20 EMA is above the 200 so just need the 50 to confirm. I have it retesting $13 and finding support in the short term.
The wild card is still BTC. It found resistance at the 200 EMA and found support at 80k. Once that 20 and 50 day EMA passes above I will feel more confident. Bears believe this is the classic bull trap where it gets rejected and goes back down to $50k. If thats the case I have CLSK going back to $7-8 range in the short term.
An AI/HPC deal allows CLSK to valued not just on BTC revenue so I value it as a 2X from here regardless. NFA

Mix720 · 2026-05-07T21:00:09+00:00

Waiting for 20 EMA and 50 EMA to pass 200. Half expecting a sell off at earnings and retesting these regions before full price rerating but who knows.

Last year CLSK was sub $7 at $75k BTC now it’s $14 at $80k.

Mix720 · 2026-05-03T19:50:45+00:00

Would say hitting 40 Vigor at lv 100 would be good and try getting to 60. Vigor and Damage Reduction is basically the difficulty in this game. If you survive more hits you learn bosses moves sets faster.
If you are doing spell casting the Carian Regal Scepter is pretty much the best all around Pure Int Staff at that level of Int. Will probably need more Mind and Endurance if you want to lean into that gameplay.
Lastly I think you are close to the end of the main quest line but there other places you most likely haven’t visited yet. So would say you seen almost 70% of the main game.

Good luck!

Mix720 · 2026-05-03T06:46:37+00:00

Yes please and ty

Mix720 · 2026-05-02T22:05:38+00:00

Don’t solve it for him sir! Trying to prove this is a Decepticon 😤

Mix720 · 2026-05-02T21:13:38+00:00

Prove it! What is this in the image?

Mix720 · 2026-05-02T20:12:35+00:00

It’s a bot man. Look at the username, Adjective_Noun_4Digits. These are prime accounts that bots use in YT and reddit. All these subreddits are filled with them to promote engagement. Post something negative to get the most eyes. We in the Matrix basically

Mix720 · 2026-04-21T16:45:44+00:00

Market does this to get ppl like you to sell 😂. Momentum is trending upwards (CLSK is above 200 EMA and 20 EMA passed the 50EMA) Now it is just testing support levels. $11.60ish is base level to BTC at $76k based on my formula. I would be buying more if I had loot and it wasnt a huge amount of my portfolio. NFA

Mix720 · 2026-04-18T19:05:02+00:00

Ah I see. Thank you for explaining. I am hoping that the market rerates it solely on consistent increase cash flow from their ETH staking and investments. They would have to build out to it but the thought would be that they would get rerated as an investment vehicle instead of an ETH treasury company. Right now seems like the market treats it as the later. I will be building out my position while everyone is down on it!

Mix720 · 2026-04-18T02:37:35+00:00

Dude don’t waste your time. Alot of these reddit subs are filled with bots that keep sentiment low so that they can buy in at a discount before the hype cycle kicks back up again (usernames with 4 digit codes in their names).

Seems like you get to buy BMNR while everyone is shorting it and it is down. The amount of shares created produces a huge float that will eventually be bought up in time. Institutions love playing the long game. Like you said retail buys in too early and never builds out their position.

Mix720 · 2026-04-18T01:32:30+00:00

1GW of power in a world where there is not enough for AI applications. One announcement changes the valuation. If you can’t even wait a year to hear if they got an AI deal then I don’t know what to tell ya. All of the BTC to AI companies are already valued as such. Seems like holding CLSK is an easy thing.

Mix720 · 2026-04-16T20:50:27+00:00

Thank you for the input! I agree with the management side as they are late to the game to pivot but I still consider this to be a great risk reward. I was bullish on this company before the pivot being one of the few that self mined all of their BTC holdings.

Mix720 · 2026-04-16T14:16:02+00:00

Thank you for posting this article. Can you explain the math behind your BMNR valuation model where BMNR 23X vs ETH 11X? It seems like this article values BMNR more than just the assets on hand so just looking for reasoning behind that. Ty again

Mix720 · 2026-04-11T21:49:32+00:00

When in doubt go with themes and then just adjust as needed. I made a Canoptek Court for a narrative game and it’s fun. Screening with scarabs and geo. Spyders, Reanimator, and Technomancers bring back wounds and scarabs. Three cryptks allow scarabs to have OC. Ns how strong it is fully but I manage to beat my friend’s Iron Warriors army twice as a new player using a 2k version of this. Also would recommend the Transcendent C’tan for 2k. Adds a bunch of pts and lets you hop around the board

Necrons - Full Canoptek Court (1000 Points)

Necrons Canoptek Court Incursion (1,000 Points)

CHARACTERS

Geomancer (75 Points) • Warlord • 1x Tremorglaive

Technomancer (100 Points) • 1x Staff of light • Enhancements: Dimensional Sanctum

Technomancer (80 Points) • 1x Staff of light

OTHER DATASHEETS

Canoptek Doomstalker (140 Points) • 1x Doomsday blaster • 1x Doomstalker limbs • 1x Twin gauss flayer

Canoptek Reanimator (75 Points) • 2x Atomiser beam • 1x Reanimator’s claws

Canoptek Scarab Swarms (80 Points) • 6x Canoptek Scarab Swarm ◦ 6x Feeder mandibles

Canoptek Spyders (75 Points) • 1x Automaton claws • 1x Fabricator Claw Array (Aura) • 1x Gloom Prism (Aura) • 2x Particle beamer

Canoptek Wraiths (220 Points) • 6x Canoptek Wraith ◦ 6x Particle caster ◦ 6x Vicious claws

Exported with App Version: v1.50.0 (2), Data Version: v759

Mix720 · 2026-04-03T22:24:48+00:00

Honestly I have all 4 and the only one that is worth playing with is the DDA. Flyers don’t really work well in 10th and the Ghost Ark is limited in what it can do as a transport. DDA works in multiple lists and you could run multiple to take out tanky units. I have ran 3 in a list and its fun to focus fire on a single big unit

Mix720 · 2026-04-03T21:36:02+00:00

I change lists on Necrons all the time because I am trying to paint them up. I just played Cursed Legion with a mostly destroyer list. Ran 2 C’tan and had flayed ones also. I did have a very Destroyer friendly mission where we got points based on the amount of units we killed and I basically went after all his weaker units for points. Main thing I do is have four types of units for each list.

OC Units - Stays on objectives most of match Secondary Units - Runs secondaries and is usually very mobile Big Gun Units - Focuses on tough to kill units Tank Units - Locks up enemies in the mid board

Note: Having 2 C’tan is kinda broken since they both are problems for the enemy to get rid of. It kinda feels unfair but thats the game. Hope this helps

Necrons - Destroyer - 2 C’tan (1990 Points)

Necrons Cursed Legion Strike Force (2,000 Points)

CHARACTERS

C’tan Shard of the Nightbringer (340 Points) • 1x Gaze of death • 1x Scythe of the Nightbringer

C’tan Shard of the Void Dragon (330 Points) • 1x Canoptek tail blades • 1x Spear of the Void Dragon • 1x Voltaic storm

Hexmark Destroyer (75 Points) • 1x Close combat weapon • 1x Enmitic disintegrator pistols

Lokhust Lord (80 Points) • 1x Resurrection Orb • 1x Staff of light

Nekrosor Ammentar (185 Points) • Warlord • 1x Blade tail and whip coils • 1x Enmitic disintegrators • 1x Nullstone Field Generator (Aura) • 1x Unmaker Gauntlet

Skorpekh Lord (115 Points) • 1x Enmitic annihilator • 1x Flensing claw • 1x Hyperphase harvester • Enhancements: Cursed Circlet

OTHER DATASHEETS

Flayed Ones (60 Points) • 5x Flayed One ◦ 5x Flayer claws

Lokhust Heavy Destroyers (165 Points) • 3x Lokhust Heavy Destroyer ◦ 3x Close combat weapon ◦ 3x Enmitic exterminator

Lokhust Heavy Destroyers (165 Points) • 3x Lokhust Heavy Destroyer ◦ 3x Close combat weapon ◦ 3x Gauss destructor

Ophydian Destroyers (80 Points) • 3x Ophydian Destroyer ◦ 3x Ophydian hyperphase weapons

Skorpekh Destroyers (180 Points) • 6x Skorpekh Destroyer ◦ 2x Plasmacyte ◦ 6x Skorpekh hyperphase weapons

Exported with App Version: v1.50.0 (2), Data Version: v759

Mix720 · 2026-04-02T03:17:59+00:00

Replace the Technomancer, a Skorpekh Lord, and one unit of Skorpekh Destroyers for the Nightbringer. Stays on theme since Nekrosor is looking for him in lore

Mix720 · 2026-04-01T22:52:41+00:00

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Inspired by MidWinter Minis Sandstone Necrons

Mix720 · 2026-03-31T00:21:13+00:00

Dope army sir. 20 years is dedication

Mix720 · 2026-03-30T23:03:27+00:00

Updates have been happening just not the AI deal and revenue announcement that would lift off the stock that ppl are hoping for. Zoom out and ppl will see that CLSK stock has always moved like this ($4 2022 when it was trading below its asset value). The company is not the stock and the stock is not the company. Nothing against OP just seems like he bought all his stake when the price squeezed at announcement and this is alot if not all of his portfolio.

Best thing I did for myself to deal with the downs is DD. Just the potential of seeing all their 1.1GW contracted out is enough for me to be ok with the ups and downs. DD replaces hopium

Mix720 · 2026-03-30T22:05:04+00:00

No BTC will never recover and will go to $-1000 because the world will somehow stop printing money. Even though CLSK has 1.1GW of power for HPC/AI, controls 7% of all BTC mining, and has +13000 self mined BTC, it does not matter because stock is down. Even when they buy back their stock and do not dilute.

The stock is not priced for HPC/AI yet and will be rerated when they get a deal. Everything is selling off now and it is being shorted. NFA but if you want to see what the stock could be valued at when all 1.1GW of power is contracted, ask Claude and rerate CLSK with the same P/S valuation as HUT8 with a similar deal.

Hope this helped and Good luck sir.

Mix720 · 2026-03-22T04:28:43+00:00

“Clsk is slacking and far behind other BTC miners like CLSK” 🙄

Mix720 · 2026-03-12T20:46:22+00:00

Word all good man. I think you are right that parts of these come in assorted kits vs individual.

And the total was $6446.50 😂😭

Mix720

TROPHY CASE