저자: TomLee · 외국인
요약 보기
Tom Lee는 Bitmine(BMNR)이 이더리움 공급량의 5%에 근접했고, 향후 수주 내 보유 목표 확대 발표가 있을 것이라 언급. 크립토 불마켓이 이미 확인됐고 기관·토큰화 유입으로 이번 사이클이 과거보다 크고 길 것이라 주장. 올해 BMNR 자체 성과는 이더리움 대비 초과수익(약 1,300bp)을 강조. 진행자는 BMNR 역대 고점 가능성을 언급하나 채널 홍보성 유료 리딩 광고 비중이 큼.
다듬은 글
Humble Lee has a secret plan to take BMNR to historic highs. It is secret because in a few days or weeks it will announce what it will do when they reach 5% of all Ethereum. Today we will talk about why the crypto market is heading for historic highs, and therefore BMNR as well. When that will happen and what we will do after reaching 5%—it's all here, 'm the Wolf from Dubai, and I've been on YouTube for almost 10 years now , because I worked a 9-to-5 job.
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If you want to be a part of this and copy all the knowledge and trades, you should hurry up and go to our site today and sign up for the call. Now let's go to the clip of Tom Lee. Tom Lee, you know, if you think about all his forecasts, the most difficult ones are of course the short-term forecasts, right?
If someone says that crypto will be much higher in 10 years, that's pretty easy to predict. But what was tricky was what Tom Lee did in the past, when crypto was so new and unknown and, you know, structurally fragile, that people thought he was crazy because it would never happen, he's crazy, and he actually lost a lot of clients because Tom Lee said that a serious investor should have at least 1% in crypto.
And what happened now? Crypto went from $1,000 to $120,000 back then— 120 times. So his long-term predictions are always impressive, and his short-term predictions, of course, depend on a lot of things that he can't predict properly either, right? But he says that he believes in reaching an all-time high because of a few factors.
So let's see what he says. You guys started Bitmain, now it's the largest Ethereum digital asset treasury company in this in the field, and you had a goal of 5%, and we're actually almost there . I want to hear your thoughts on what that meant to you personally and how quickly you were able to own 5% of the total...
Yeah. It's been about a year, a little over a year since we started our Ethereum treasury strategy. And we thought 5% was an important level because it was the amount of ETH that we thought would allow us to have a positive impact on the Ethereum ecosystem. Because, one, we would essentially become a permanent owner of the crypto, and two, we can also contribute to the public good through the staking revenue that that would generate.
And we also thought it would take 5 years. So when we look at the 10- year plan, it's only been 1.2 years, but I think we're pretty close to achieving that 5% goal. Yeah, there's a lot to talk about, given where we are in this cycle right now. compared to when we spoke last year. Um, specifically, I think, uh, what you see as the new growth potential this time around, because tokenization wasn't happening as fast as it is now.
We've seen a lot of breakthroughs, including the new SEC innovation exemption. To be clear, it may not have gone as well as some had hoped, but still, for all the agencies, uh, and we just spoke with Commissioner Pierce at Coinage. It seems like everything is ready to go. So what's Tom Lee's new thoughts on this cycle?
Um, I think the crypto bull market that's starting, you know, we think it's already been confirmed. And that's also seen in the rise in the prices of crypto-related stocks, because they were by far the best performing assets in the third quarter. Um , I think there's going to be a much larger cohort of new investors coming into the crypto world.
And I think that's what sets it apart. You know, the 2016-2017 cycle or the Covid cycle that ended in 2021, and then the mini-cycle last year—they had their own specific catalysts: ICOs, then NFTs, meme coins, and most recently, stablecoins. Um, but it was a narrow set of real-world use cases, and it was mostly crypto enthusiasts coming back after losing money.
I think not a lot of money was lost in this bear market . A lot of leverage was destroyed. But with tokenization coming in at a very large scale, a pro-crypto regulatory backdrop, and of course government support at a time when I think AI and agent systems and a lot of applications are being built around crypto, I think it's a much larger universe of people that are going to be involved, and I think when we look at the price charts, it shows.
You know, there was a really big price movement. consolidation. In some cases, like five years of price consolidation. So I think when we have this bull market, it's not only going to be a decisive breakout, but I think the ultimate duration and the upside potential is much greater than in past cycles.
Yeah, and I think obviously we just talked to Mark Yusko from Morgan Creek on the show about his idea of institutional involvement and why that might be why we saw a reduction in the big swings and why it wasn't as massive a decline in this last cycle if we were really past the worst. Part of that is because of that, but also because institutions are coming into this space now as well.
I also wanted to ask you, given that we're at this point for you at Bitmain, about the " 5% alchemy," which we discussed in Korea was a very catchy slogan that I liked and that made it easier for people to understand. Then we obviously got to that much more faster than you thought. Can we get any news?
Is there a “ 10% alchemy”? Is there a “ 10% alchemy” now? What is the new target now for how much ETH do you plan to have? Well, I think if you’re asking about what we might announce, I’ll say you should stay with us because over the last few months we’ve been consulting with the fund, a lot of stakeholders in the crypto space, and actually a lot of companies as well.
Uh, and some regulators, because whatever we do and whatever we announce, I think the main goals remain the same. The first is to positively impact the Ethereum ecosystem, because you know, we’re not just committed to it, we’re very optimistic. I mean, we see a lot of opportunity, both in the Ethereum and ETH roadmap, and to optimize and maximize shareholder value .
Like, you know, the public has entrusted us with capital. I’m talking about shareholders Bitmain, and our goal is not only to be responsible stewards of the capital entrusted to us, but to deliver superior returns. And so far, we've outperformed Ethereum. Last year, we outperformed Ethereum by 4,500 basis points from June 30th to the end of the year, and this year, we've outperformed Ethereum by about 1,300 basis points.
So we continue to outperform the underlying crypto asset , and that's our commitment to Bitmain shareholders. Yeah, and that was interesting to watch, given the staking opportunities that you mentioned. There's probably a difference when we compare Bitmain with the strategy and the different ways that you've chosen to take advantage of the moment compared to what we've seen from that side.
We talked about that before we started recording. It's going to be really sad because I'm not going to Korea Blockchain Week this time. I have to run to a friend's wedding, and that's a shame because it means we won't be able to do it again. everything like last year. But you're going to give a speech there, so when it comes time to follow up, obviously a lot of people are going to want to watch it.
So, as you can see, they expected to hit 5%Ethereum and accumulate 5% of all Ethereum in about 5 years. They did it in a little over a year, and that's just crazy, you know? Second, he says that the perfect scenarios are in place right now for cryptocurrency to hit an all-time high, and he thinks it's going to happen this year.
So it's the end of September, so we have October, November, December ahead of us. I mean, last year we had similar predictions, and, you know, we had the worst September, October, November, December, January, February, March in the history of cryptocurrency, the biggest liquidations , the biggest sell-offs, and so on.
But he thinks that things are different now. And I think he might be right, because if you think about it, last year we had there wasn't that rally that usually helps with seasonality. The Fed is raising rates now. We know there's no more uncertainty on rates. The only thing that's weighing on the market right now is oil and bonds.
And once that's over, we'll have zero uncertainty for the rest of the year. And that's phenomenal because that's how you make a lot of money when all the uncertainty is gone. For example, you remember March of this year, we had a really, really, really bad market. And then we recovered when Trump said, "Hey, he's going to make a deal with Iran." Right?
So you see there's always a lot of uncertainty, and Tom Lee thinks we're going to all-time highs. And so, you know, we're talking about BMNR above $150 . So it would be just incredible if BMNR were to go all-time highs as well. Let me know what you think. And don't forget, 're offered. $50-60k per video.
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