ValInv @ValInv1

#Valueinvestor #SpecialSituations Investing Goal is to identify Value Opportunities. DO NOT accept any of my comments as investment advice. NYC Joined November 2012

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Capybara Stocks @capybaraReborn

16 hours ago

This is why I’m long $1m $BMNR BitMine, for those unfamiliar with the DAT space, has against all odds emerged as the only DAT to challenge Strategy’s scale and focuses on Ethereum instead of Bitcoin. One of the key differences of ETH is that it can be staked to generate yield, which @BitMNR has so far used to invest $200 million in Beast Industries and indirectly into Open AI through its role in $ORBS. ETH in general is currently trading at low prices and BitMine at an mNAV below 1, which makes it an attractive instrument by these metrics alone but only looking at this $SBET would be better positioned. The deciding factor for BMNR is about to happen with their entry into preffered equities, the only known cure to mNAV increase above 1 with people ready to pay premiums to get leveraged exposure. Both Strive and Strategy have done this so far with $STRC and $SATA. The value prop for investors in the preferred is simple, guaranteed yields with payouts semi/monthly or even daily in Strive’s case in the 12-13% APY range backed by large crypto holdings. The leveraged exposure then has the effect to bring in more buyers and raise mNAV and restart a flywheel that services the preferred as well. Bitmine’s case is however unique as opposed to BTC DATs, BitMine actually has revenue from staking to service the preferred, making it easier to scale and deploy this program; which is why it is aiming for a 9% APY instead of 13%. If BitMine is able to deploy it at these levels it will both increase eth exposure at low prices and show it warrants a lower cost of capital which will raise its mNAV even further. Target for BitMine is 25-30 which would be a near 2x from current levels and would imply ETH in a sub $3k range.

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The Future is Now 🕸️ Signal & Scale @SignalScale

21 hours ago

BREAKING NEWS: $BMNR preferred -> BMNP PT: $100 (within 18 months) - BMNR is moving from common-equity ATM funding toward a Saylor-style capital stack, but at a much smaller and cleaner scale - Gross potential raise: $300M - Annual cost to service: < $30M - Russel 1000 PASSIVE rebalance/flow: >$200M - Total firepower: >$500m - ETH at the bottom, so timing may turn out to be "lucky" - BMNR is evolving from: ATM-heavy ETH acquisition to ETH treasury staking yield + capital structure arbitrage vehicle (like STRC, SATA)

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ValInv @ValInv1

18 hours ago

$BMNR P/S Ser A "REDEMPTION & REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP & $BMNR PAYS BACK P/S& Does shareholder buyback ACCRETIVE.

Mike Novogratz @novogratz

2 days ago

This is what building looks like. Over 1,000 workers. Every day. West Texas. We said we were going to build the infrastructure the AI economy runs on. We meant it.

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ValInv @ValInv1

18 hours ago

@novogratz $BMNR P/S Ser A "REDEMPTION & REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP & $BMNR PAYS BACK P/S& Does shareholder buyback ACCRETIVE.

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ValInv @ValInv1

18 hours ago

@billfour $BMNR P/S Ser A "REDEMPTION & REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP & $BMNR PAYS BACK P/S& Does shareholder buyback ACCRETIVE.

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ValInv @ValInv1

18 hours ago

@ARKInvest $BMNR P/S Ser A "REDEMPTION & REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP & $BMNR PAYS BACK P/S& Does shareholder buyback ACCRETIVE.

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ValInv @ValInv1

18 hours ago

@BitMNR $BMNR P/S Ser A "REDEMPTION & REPURCHASE gives $BMNR the right to redeem the P/S Ser A, in whole or in part, at any time for cash" Val $BMNR WITH $300M P/S PROCEEDS buy $ETH on cheap even past 5% 6M. $ETH UP & $BMNR PAYS BACK P/S& Does shareholder buyback ACCRETIVE.

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ValInv @ValInv1

18 hours ago

AI provider $PATH delivers 2 bullish signals Free Cash Flow & Gross Margins impressive. Short Float 31% problem or Squeeze? barchart.com/story/news/231…

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Dr. Ritika Singhal @DrRitikaS

2 days ago

$WLD..... there we go 💗

Dr. Ritika Singhal @DrRitikaS

2 days ago

$WLD is showing strength, bouncing nicely after a clean breakout retest. $1 or higher? @CryptoHayes @sama @worldnetwork

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Sholi @Sholi_software

2 days ago

$WLD 👇

MTS @MTSlive

2 days ago

SITUATION DETECTED: OpenAI has published its public policy agenda, stating its mission is to ensure AGI benefits all of humanity and outlining how it plans to engage governments and policymakers toward that goal.

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ValInv @ValInv1

24 hours ago

$BMNR P/S Ser A "REDEMPTION & REPURCHASE We will have the right, at our election, to redeem the P/S Ser A, in whole or in part, at any time, or from time to time, for cash" Val $BMNR BUY $ETH & + > past 5% 6M. $ETH goes up payoff P/S =Accretive then execute shareholder buyback

The Wolf Of All Streets @scottmelker

2 days ago

BREAKING: BITMINE $BMNR ANNOUNCES PROPOSED 9.50% SERIES A PERPETUAL PREFERRED STOCK OFFERING $BMNP TO FUND $ETH ACQUISITIONS, STAKING INFRASTRUCTURE, AND STRATEGIC DIGITAL ASSET EXPANSION

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IDiot 🌐🖖🏻 @IDiotWLD

2 days ago

Now everyone will be talking about Worldcoin. $WLD

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John Marrone @JohnMarrone16

2 days ago

AI in crypto? Yes, World Coin #WLD the baby of OPEN AI up another 35% this morning. You snooze you lose—

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LunarCrush 🌕™ @LunarCrush

2 days ago

OpenAI IPO chatter and AI adoption narratives are pulling attention toward $WLD. Worldcoin currently ranks #1 by LunarCrush AltRank™ across all of crypto. Price +122% (30d) Sentiment 83% positive Up to 756 creators posting per hour Up to 1,900 mentions per hour The narrative driving the conversation: World ID as anti-bot, human-verification infrastructure as AI scales.

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IDiot 🌐🖖🏻 @IDiotWLD

2 days ago

@SAMALTCOIN_ETH @worldnetwork World will be the most powerful asset for the future we will live in.

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Sholi @Sholi_software

2 days ago

@SAMALTCOIN_ETH @worldnetwork $WLD is such a brilliant product that it’s even moving step by step like Apple - another brilliant product

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SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH

2 days ago

$WLD could become one of the world's most valuable networks. Hal Finney, the first person Satoshi ever sent Bitcoin to, was exploring cryptographic proofs of human as early as 1998. Satoshi built trustless money. Sam Altman is building trustless humanity. Today, @worldnetwork is the largest proof-of-human network, 18M+ verified real humans as a defense against the rise of AI, bots, and deepfakes. It's built on Ethereum as an L2. Token unlocks drop 43% in July. Institutional treasuries are starting to hold $WLD. 📈 $BMNR $ORBS

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Vice Pepe @vicepepe

2 days ago

$WLD is up 45% today $ORBS is up 4% @fundstrat the silence is deafening Did you really fail to buy anymore world tokens on this entire rally that is now over 100% and counting? You can't actually be this stupid You're just not reporting new token buys, right? RIGHT?

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Sholi @Sholi_software

3 days ago

Don’t be scared. Sam Altman will launch a new social network only for humans using ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 / World ID. Crypto will save the ad industry and make it even stronger!