OG Bubble @bubbleinv

Since last November, I have tracked $BMNR's share count very accurately (always within 1%). Over the past few months, I used my spreadsheet and formula that I used to track $BMNR's share count and mNAV and turned it into a Total BMNR/DAT dashboard. It tracks BitMine's mNAV, ETH Treasury, staking, and more. The estimated share count will update every Monday morning shortly after the update. There is also a complete DAT Board that compares $BMNR to other DATs like $MSTR, $SBET, $DFDV, and $PURR. The board allows you to see the history of each DAT's mNAV over the past year as well. I think you guys will enjoy it. If there are things you want me to add or fix, just hit me in the comments or my DM's. bmnrmnavtracker.com

What if Claude had data from 135M YouTube channels? Now it does.

@kabukistory I think a last move down would be very healthy for all $btc indicators to start a new bull cycle

MOST MARRIAGES ENDS IN DIVORCE DUE TO END OF BUTTERFLIES. YOUR MARRIAGE IS NOT BORING. IT JUST HAS NO RITUALS TO MAINTAIN THE HONEYMOON PHASE. Here are 9 to steal: 1. THE SIX-SECOND KISS

🚨En 1986 lo echaron de TODOS los casinos de Las Vegas por contar cartas. Así que se subió a un avión con 180.000 dólares y aterrizó en Hong Kong. Empezó a apostar a caballos. Se fue con casi 900 millones. Se llama Bill Benter. Descubrió que las carreras de caballos no eran más que otro juego de conteo… solo que con más variables. Llegó con un socio, 180k y una computadora. Pasó años entrenándola para una sola cosa: calcular la probabilidad REAL de que cada caballo ganara. Si su número era mejor que las cuotas del bookie → apostaba. Si no → pasaba. Esa es toda la “trampa”: Valor esperado. EV = p · b − (1 − p) Solo apuestas cuando tu probabilidad de ganar (p) a esas cuotas (b) vale más que tu probabilidad de perder. Esta clase nunca se grabó para hacerse viral. Nadie pensaba que el profesor Tsitsiklis iba a soltar toda la base en 45 minutos en una pizarra. Los alumnos de esa sala pagan más de 80.000 dólares al año por escucharlo. Y aquí está gratis. Todo quant, todo apostador profesional, todo analista de hedge fund empezó exactamente con esta hora. Benter solo la vio… y realmente hizo la tarea. Casi nadie sabe que esta conferencia existe. Mírala antes de que la bajen. La respuesta está en el video.

This pump is making everyone unsure about what’s gonna happen next I see some people saying it’s gonna make a new low on Sept Oct. other people saying this is the start of a biggest rally ever, other people say it’s going down until December nobody knows what the fuck

Lesson of the day!! Let’s talk deltas. It’s the sensitivity of the option’s price to the price movement of the underlying. A sweet spot is 15 to 25 deltas This is pretty easy to understand for most people. Now, let’s talk about emotional deltas!! This is next level teaching. Along the way, you need to find your thresholds. What are you truly comfortable with? Are you ok with assignment? Does the prospect of a trade going against you cause you to become a nervous wreck? Does it have a negative impact on the quality of your life?? Two things can fix it quickly. Size down and repetition. Take on a bunch of small trades and go through the various emotions until you can become impervious to the noise. FIND YOUR EMOTIONAL DELTA!! This is key to your longevity in the market.

Joe Rogan sat down with the Harvard scientist who reversed aging in human cells. He named 6 everyday things quietly costing you 15 years of your life. And the one that matters most has nothing to do with food, training, or supplements: 1. The person you wake up next to

❌ OVERRATED beach destinations not worth your money: • Phuket 🇹🇭 (mass tourism, dirty water & pushy vendors) • Tulum 🇲🇽 (fake boho aesthetic, $30 tacos & bad roads) • Mykonos 🇬🇷 ($100 sunbeds & overcrowded narrow streets) • Cancún 🇲🇽 (glorified concrete hotels & fake experiences) • Waikiki / Hawaii 🇺🇸 (stuck in traffic on a beach) ✅ Underrated beach paradises actually worth visiting ↓

x.com/Seph_wayne/sta…

"ETH is the fucking Microsoft operating system in crypto that the financial system will use." Raoul Pal on why Ethereum isn't weak - it's misunderstood. The price action looks brutal. Sentiment is broken. But Raoul argues most investors are missing where ETH actually sits in the cycle. "This is the broadest density of talent. It has been battle tested longer than any other smart contract platform." Full episode with @RaoulGMI of @RealVision on New Era Finance 🎙️

@amitisinvesting It's going to be wild

Pure $BMNR hopium math: BMNR’s “Alchemy of 5%” target is roughly 6.035M ETH. If they get there, $BMNR becomes the closest thing the public market has to a giant Ethereum treasury + staking yield vehicle. Now imagine $ETH wakes up again. Assuming BMNR reaches 5% of ETH supply and share count stays around 586M, rough NAV/share looks like this: ETH $3K = BMNR NAV/share around $32 ETH $4K = around $42 ETH $5K = around $52 ETH $6K = around $63 ETH $7K = around $73 ETH $8K = around $83 ETH $9K = around $94 ETH $10K = around $104 But that is only NAV. In a real ETH bull cycle, treasury stocks do not always trade at 1x NAV. They can trade at 2x, 3x, even 4x NAV if the market believes they can keep raising capital, staking ETH, increasing ETH per share, and becoming the dominant public ETH proxy. So the dream math becomes: ETH $3K BMNR at 2x-4x NAV = roughly $64-$127 ETH $4K BMNR at 2x-4x NAV = roughly $84-$168 ETH $5K BMNR at 2x-4x NAV = roughly $105-$210 ETH $6K BMNR at 2x-4x NAV = roughly $125-$251 ETH $7K BMNR at 2x-4x NAV = roughly $146-$292 ETH $8K BMNR at 2x-4x NAV = roughly $167-$333 ETH $9K BMNR at 2x-4x NAV = roughly $187-$374 ETH $10K BMNR at 2x-4x NAV = roughly $208-$416 That is why $BMNR gets weird. It is not just ETH beta. It is ETH beta + staking yield + treasury premium + reflexivity. The reflexivity is the fun part: If BMNR trades above NAV, they can potentially raise capital at a premium. If they raise capital at a premium and buy more ETH, NAV/share can grow. If NAV/share grows, the market may reward the premium again. That is the MSTR-style loop, but for ETH. Now $BMNU is the degenerate side quest. $BMNU is 2x daily $BMNR. Not 2x forever. Daily. That means if BMNR trends cleanly, BMNU can go absolutely vertical. But if BMNR chops sideways, BMNU can bleed even if the long-term thesis is right. Rough dream math from around $1 BMNU: If BMNR goes to $60-$70, BMNU could be $10-$15+ in a clean trend. If BMNR goes to $100-$150, BMNU could be $35-$80+. If BMNR goes to $200+, BMNU can become a full chaos instrument. But only if the path is clean. A violent up/down chop can destroy the math. Timeline for the dream: ETH $3K-$4K: possible in a strong recovery window if ETH reclaims $2K, ETF flows return, and ETH/BTC turns. ETH $5K-$6K: more likely during a real bull expansion where ETH reclaims ATH and institutions rotate beyond BTC. ETH $8K-$10K: late-cycle dream scenario, probably needs ETF demand, CLARITY-style regulatory tailwinds, stablecoin/tokenization growth, staking demand, and full ETH narrative revival. Simple read: $ETH is the asset. $BMNR is the public treasury vehicle. $BMNU is the leveraged lottery ticket. If ETH returns to beast mode and BMNR reaches 5%, the stock does not need to trade at NAV forever. The real hopium is mNAV expansion. That is where the numbers get stupid.

Second that.

swamsung @dornermode

5 months ago

@saylor Michael, I'm telling you right now you have a chance to become the next Satoshi. All you need to do is sneak into the Microstrategy office at night and burn every last BTC coin that MSTR holds and either rope or run away to Russia. We candle to $1m per BTC and they will be making

40 10 595 216K 16

Michael, I'm telling you right now you have a chance to become the next Satoshi. All you need to do is sneak into the Microstrategy office at night and burn every last BTC coin that MSTR holds and either rope or run away to Russia. We candle to $1m per BTC and they will be making movies and statues of you for the next millennia.

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