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Well guys, I hope you all had a great 4th of July because there's a lot of interesting stuff happening today with BMNR, ETH, Bitcoin, and MSTR, meaning MicroStrategy sold a lot of Bitcoin today. So I'll go over this quickly because it affects us. MicroStrategy's move actually caused the market to crash for a second , but not as much as I thought.
So we'll take a quick look at that. For the most part, the price of BMNR is up 9%, which is more than ETH today because it wasn't traded over the weekend, but here's what I see here. 0.88. We are moving up NAV. Last week we were at 0.85, and as I said, as ETH gains strength, eventually what will happen is that the NAV of BMNR will close tighter and tighter and it will reach one and eventually go above one, but it needs to make a move.
There is 12% arbitration here. Now, whether you're going to do that or not is up to you, but you know, I don't think that 12% is going to be like that if, you know, ETH really starts moving. Now let's talk about Bitcoin quickly, because today something happened to our good old friend Michael Saylor, and it hurts ETH and BMNR, because I thought, "Oh no." Last time, Saylor sold 32 Bitcoin, and it actually crashed the market from around $80,000.
Yes, all the way here, and it literally created its own bear market. Well, today our good friend Michael Saylor decided to do something even crazier. Uh, he decided to sell 3,588 Bitcoin for $216 million . Why did he decide to do it at the very bottom? God knows. God knows what's going on in this person's head.
He literally sold it at the bottom, for $60,000. He was the one who sold. We're like, "Who sells for 60,000?" This idiot. Why are you selling now? It's like he knows nothing about the 4-year cycle. It's like when Nick called him like he was arrogant, like he just bought high and sold low. This is madness.
I've reached the point where I simply don't understand anything anymore. Like, they don't have advisors? Invite me as an advisor. I'll show you a four-year cycle. Follow him. That's all you need to do. But this is absolute madness for $216 million . And this, in essence, led to the fall of ETH and Bitcoin.
And then they came back. Like, why did they come back? And I'll show you why they came back. Because this could have gotten very, very ugly. It didn't look good. I'll show you what actually brought it back. You will be surprised. Actually, I was very surprised . So as you can see, we did great all weekend.
Everything was going fast. We've reached about 1800 twice. Actually, we've reached that for the third time. And suddenly Michael Saylor sells. And then ETH drops all the way to 1730, and I sit there thinking, “ Great. " We're starting again." Because the last time he sold, it really crashed the markets.
It really took away all hope. They say: " The last hope." We became so desperate. Here are Michael Saylor's contributors." And he says, "No, I'm going to sell it too." Everyone is like: " What?" What?" That's how bad it gets here. So what ultimately happened, guys, is that Trump made a statement. This is what lifted us up.
Literally, when the news broke that Saylor was selling, Trump said this. Um, what is your plan for promoting widespread adoption of this? And you mentioned, you know, the communist issue , specifically that crowd, to get them involved in that. Because I see Anthony Pompliano here, and he's probably going to ask, will Bitcoin have any bearing on this in the future?
Are there plans to deposit Bitcoin into Trump's accounts? Well, I'm a big crypto fan, I became a big crypto fan for one reason only. If we don't have it, China will, and they would like to have it. But now they don't even try that hard because we've taken over cryptocurrency. But I'm a fan. At first I wasn't.
I didn't know much about it. But during my first term, I wasn't really heavily involved, but I was observing. And I've watched it develop, and it's a huge industry. And I got a little involved in this from politics, you know, because I realized that there are a lot of people who love cryptocurrency .
And even I, as a businessman, see that big money is starting to come in with Bitcoin , and, you know, with its various forms. And I said, "This thing has a lot of life." And then I heard that China is going to take a big step in this direction , just like they are doing with artificial intelligence.
By the way, we are significantly leading in China in the field of artificial intelligence, but here's the thing. This was a statement . That was all. Very, very little. And he owns a large amount of Bitcoin, about a hundred million dollars, according to the latest financial figures he published. And he owns several hundred million dollars in total cryptocurrency.
So, Trump plays an important role in this. I am a crypto fanatic. So, do you want to bet against that? This is roughly what the market is saying. This is what is actually happening. And now ETH is holding up great. Um, I mean we fell. I mean, we're back up, but it looks good . It seems like the momentum is back and people seem to have overlooked the fact that Saylor sold all those Bitcoins, which is what we want because he will probably have to sell more.
He says, " I have to do a separate, um, um, strategy video, but it's just...I don't know, man." He needs to do something better because they didn't really even need that money." He says, "Our reserves, and they added them to the reserves, and they have $2.5 billion in reserves." They already had about $2.2 billion, which was enough to cover most of the reserves to pay for the stretch and all these other products that they have, for example, for the next year and a half.
I do n't even understand why they needed to sell any bitcoins. Something is happening inside. And then the CEO of Strategy says, “ This is the CEO of Strategy, Fan Li. He's just another employee." He says, "The strategy is evolving from unilateral capital issuance to active capital management." Wow.
And then the first, best comment, the first one. Please actively manage your capital better. You have to love X. I mean, it doesn't even make sense. It's like: why can't you wait a month or two? It was obviously getting better. It's as if their active capital management is: oh, we'll buy high and sell low.
This is a strategy. This doesn't even make sense anymore. And we will borrow money and pay interest on it. Like, why don't you get about $10 billion in capital, just leave it there in the account, and start buying cheap now, during the bear market, which you knew was going to be part of the 4- year cycle that I explained in my old videos.
My God, this is just crazy. This is just crazy. Hmm, this is just awesome, guys. That's right, that's right. So, let's look at that, and then, oh BMNR, come on, I almost forgot about BMNR, because this whole Michael Saylor situation is so awful. This is so terrible. Okay, BMNR releases this big news every week, and I'm glad they do.
They discussed how much cash they have, and, you know , they still have $527 million, which is great. What is happening? They say that over the past few weeks, investors have become more optimistic about the passage of the Clarity Act. Obviously, the Clarity Act is going to be very important once it passes, and I think that's probably the point where you'll see ETH, BMNR, Bitcoin, and everything else start to really go up.
At this moment there will be some very strong momentum. But when it does happen , it looks like it will come closer to the end of the year, coinciding with the start of crypto spring . This is October, November of this year. This is why you need to invest in the market now. These are the lows of a bear market.
This is where you make your money. Now let's talk. How much did they buy this week? 42,000. They bought 42,000. We bought 42,197 ETH last week, accelerating the pace compared to the previous week. Yes, they had 27,000. We continue to maintain a steady pace of accumulation until 2026. And they are almost at the level of 5%.
They're actually not that far behind. They completely staked 5.74 million ETH. My God. I mean, guys , this is crazy. They are approaching 6 million ETH. Oh my God . I mean, you locked up the same amount of ETH, and also, if I want you to think about it, also like this. They take these staking rewards that other companies or people could have sold and traded in ETH.
I don't know if Tom Lee is going to sell his ETH. Maybe he just collects them and does other things with them. It doesn't have the same problems as Strategy. B Manar's capital structure is much better than Strategy's. It's not even close . He has almost no debt, and whatever debts he has , he can cover them with this $291 million .
In fact, these are not even that big of a percentage. I think it's less than $100 million a year. So, it has a great capital structure. His capital structure is incredibly good, and the fact that he's going to get to 5% so quickly, man, you guys can't even think about it. Let me say something. This is a company that can generate a billion dollars in revenue per year and have about five employees.
Can't think about it. And God knows what else these guys are going to do. So, for the most part, everything looks good. I like what Bi Manar is doing. Everything looks good. Uh, I think people honestly can't think about it . I think Tom Lee will make more moves. You saw the video, the interview he gave, uh, that I showed you last time.
There's a lot going on behind the scenes that we don't know about yet . BMNR, the fact that you can buy it below the net asset value (NAV), and essentially all these other assets mean nothing, the investment means nothing. I think once you get into a bullish trend, you'll realize what a big mistake that is .
I think that's what Tom Lee is trying to do, but he doesn't realize it. He understands that he signed the contract below the net asset value (NAV), but I don't think he wants to be at the NAV level. I don't think he wants to be at 1.5 NAV. He wants this asset, BMNR, to be two to three times more expensive than ETH because it has future potential with Mr.
Beast Industries and all these other things that they're investing in, okay, and that they're going to invest in. So I want you to have a little bit of vision, but yeah, it's hard to see anything right now in the middle of a bear market. This is a bear market and it's hard to see, but I'll show you a few more things and we'll be done.
This is a chart, weekly monthly chart for Bitcoin. Bitcoin, 8, uh, 6.5% , okay? This July. July is usually a good end to the second quarter, people sell out. Here's what's happening. Regular sales happen. Now we're back to July, which is pretty positive for most of July. It looks like we're going to have a positive July.
Let's take a look at the profitability of ETH. ETH returned to 12.5. I want you to take a quick look at this. I want you to look at the trend, okay? Bitcoin is 6.5, last July it was 8.1, and the July before that it was 3.1, and I want you to look at ETH. 12.5, we work double. 48.7. ETH rose 48.7% and then 18%, while Bitcoin only rose 8 , er, 8% in July and a negative 6.5% in August.
When ETH works , it works. So, the price...I know some people might be upset about the B and R, but if you're going to invest, those are the minimums in my opinion. These are the minimums. I documented why those minimums are the way they are, okay? You won't go much lower. Of course, it can reach 1600 again.
Of course, it can go up and down by $100. Good. I can accept that, but we bounced off the lows. We've had wars, we've had economic shocks, we've had oil prices, we've had everything. We held steady. This is great. Liquidity is returning to the market. That's how it works, especially as the end of the year approaches.
For the most part, I'm quite comfortable. And, you know, I'm doing great, you know, for the most part. And I'm in the liquidity business, you know. I'm on Maximize, and look how much I'm making on my ETH. I'm just sitting here. I don't have to worry about trading. I don't have to worry about the ups and downs.
You have to become... If you're going to be in cryptocurrency, you have to be in liquidity farming. This is how I made most of my money during the last bull run. Here's how I did it. And for those of you who don't understand, you should learn... because that's what I'm trying to do. I'm trying to take that initially I had $14,000 in this pool, which together consists of ETH and SOL.
I have over 20,000. I think. And also prices are rising, so my share is rising. But my goal is to turn my $14,000 that I originally had there into $180,000, because I think both of these assets will double, and that's based on a 75% return. If you look at it now, the yield is not 75%, and the longer it stays here and in the range, the higher it will go because I have a little bit in another account.
I also have another account where ETH and SOL are combined together, it's 150%. So it's growing , and my daily amount of money that I earn is growing, and also the value of my assets is growing, because they're growing. Now , if it drops during the day, it doesn't matter because you're still holding on to those assets.
So this is what I recommend everyone do. And many of you are noticing that my bill is increasing. Yes, it is growing because these assets are growing together. This is how liquidity farming works if you are in correlated pairs. If you are in uncorrelated pairs , such as USDC and BTC, you do not get as much profit as you would from the rise.
You get some of the growth, but not much. But you get a higher level of profit. So , that's what we're teaching you, and the same goes for ETH USDC wrapping. This is what we teach you. If you want to come along, there's a whole Learning section and a video section. But if you are not farming liquidity at the bottom right now, you are missing out on this opportunity.
And this is what I constantly remind you of. I'm going to hammer this into your head, because this is where real wealth is created . Real wealth in cryptocurrency is created here. These are not the guys who buy Bitcoin for 60,000 and get to $180,000. It won't be those guys. These guys will do well, but at the end of the day, do you know how many Bitcoins the average person can buy?
But if you can convert 20,000-200,000 or 10,000-100,000, it's a whole different game. It's completely a scoring game, and that's the kind of game I play. Now you can decide which game to play, but this is a game I've played before and it worked out well for me. Um, but I made 4x in the last cycle playing liquidity pools.
I would have realized if I had lasted a little longer, I didn't have a system like Maximize. I did it manually. It was a lot of work. Maximize does all the rebalancing work for you. Um, in this cycle I would have done 9x, I estimate, if I had a system like Maximize like last time. So this time I'm hoping to do about 12-15 x.
This is my goal. Whether I achieve this, we will see. I will show you my way. I think I will achieve this because I bought at the bottom. So, anyway, guys, here's what's going on. A little turbulence. Um, and to be honest, I, you see, this little thing scared me when I saw it. I thought, "Oh, no." I thought, "These guys are selling again." I replied, "No." And then this sale, okay, I expected it because it was news that had just come out.
But then this big but we held on, and I thought, "Why are we holding on so well?" And then why do we grow again? It was Trump. So, I think if we hold on today, it looks like Sailor will be able to sell in the future, again , at the lows, and, uh, we'll be fine. So, for the most part, I think ETH, BTC, BMNR, MSTR, and Stretch, uh, we're in a good position.
I think overall we are in a good position. I don't know what Sailor is going to do. I have to make a separate video about Sailor. This is a cluster. This is the cluster over there. This is a mess. This is a mess. Anyway, good luck to you guys.
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