저자: BigTimeTrades · 외국인
요약 보기
BMNR이 9.5% 시리즈A 영구 우선주(BMNP)를 발행해 약 2.73억 달러 조달, 이를 ETH 매입과 스테이킹 수익으로 배당을 감당 가능하다고 주장. 최근 7.6만 ETH 추가 매입, 연간 스테이킹 수익 2.26억 달러 언급. 크립토 겨울 종료 후 2026~2027년 ETH 대상승을 전망하며 mNAV 회복(18~19) 기대. 영상 후반부 MEXC 유동성풀 파밍을 홍보.
다듬은 글
BMR had a relatively good day up about a dollar up to 1711 was as high as almost $18 got to 1778 which is very interesting but there was actually some massive news out today which will go over in a second. 1780 would have put it at basically at MAV and it's now it was 3% below MAV today it's at 5% below MAV.
We're going to go over why. There's something really big that happened to BMR and Tom Lee that is an absolute game-changer. I wasn't going to actually do this video today regarding this. I was going to make a video about something else regarding BMR but we got to go over this. BMR has just moved to the next level.
What they've done is they have added preferred stock, okay? So we're going to talk about the preferred stock because it is a big deal. We're going to go over it real quick. So what they did today is look at this. BMNP is going to start trading on June 10th. Bitmain closed on an offering registered under blah blah blah 3.5 million shares at 9.5 series A perpetual preferred stock and it's going to be a public offering at $80 per share.
The company received the net proceeds of the offering of $273 million after all the fees. So this basically now puts them at where strategy is Michael Saylor's company. They're basically playing the same exact book. This is important for a couple of reasons. They do not need to dilute BMR any more and they really don't have to raise that much more capital realistically.
Maybe another 500 600 million maybe even a billion dollars. If they do raise let's say a billion dollars their payments would be 9.5% you're talking about I mean a billion dollars at 9.5% would be about $95 million per year. Well they're going to be making about $300 million to $400 million in just ETH every year so they can easily cover this.
In fact, they can easily cover this way better than strategy can. In fact, this is actually the way Tom Lee has done this, buying at the bear lows is the perfect thing that he's done. What he's done is actually quite genius, and it's actually making me a little bit more bullish BMNR because I'm looking at this going to myself, well, he's going to get to, you know, you can see BMNR owns almost 74% of all the ETH treasury companies.
He's going to get to his 5% and he's going to have relatively little debt compared to what his income is. And keep in mind, that's ETH. He's going to make almost $400 in ETH at the current price if he gets to where he wants to get to. But, keep in mind, what happens if ETH goes to 4,000? 6,000? He's going to be making literally at that point a billion dollars in income, and all he has to do is pay for this preferred shares, 95 million a year.
That's it. This is a good deal, guys. This is a really good deal. This is a really, really, really smart buy. I don't know what else to tell you, but it is a smart buy. I am liking it. So, let's continue. Uh oh, and also that's going to be scheduled to be paid uh weekly, which is actually a little different.
I think uh strategy pays theirs monthly. So, theirs will be paid weekly. All right. Uh let's see. Bitmain was named to the Fortune magazine 100 crypto list. Okay, good for you. Nobody cares. Nobody cares. It's so stupid. But, all right. I don't know why they added this. Uh okay. Over the past week, we acquire we acquire 76,881 ETH.
Most likely because they ran out of money cuz they didn't have much more money left. We are maintaining a somewhat elevated pace of buying as we believe this pullback in ETH price does not reflect the strengthening of Ethereum fundamentals. This is not surprising given that we believe we're in the early stages of crypto spring.
This is not the early phases of crypto spring. You guys need to go look at my my videos I did a week or two ago regarding when the crypto bull run will start. It is not going to start till crypto winter is over and crypto winter does not end until 365 days after the peak, which was October 6th. So, we're about 5 to 6 months away.
Yes, it is coming to an end and it is looking better and it will be better and we will get over $2,000 again. Absolutely, 100%. However, this is not the start of it. This is kind of the end of the bear cycle and you can watch those videos. You got to go back, look at them, but that is what is going on.
If you look at these numbers right here, they're accumulating very steadily, very nicely and I would honestly like to see them buy more at these prices, but it is what it is. They're doing all right. Now, um they believe where are we right here? 1,700 blah blah blah. Annualized staking revenues are now $226 million and that's based on the current low prices and they've only staked 70 8% of it.
So, they believe once they get to 93% they'll have 280 million. So, they're probably realistically when they get to 100% they will have over 300 million at the current price, which is actually kind of crazy because if ETH goes to it's at 1,700, about let's say 3,600, that means they're going to make $600 million a year and you double that again, it's over a billion dollars in income, which is very, very possible for them to be making a billion dollars worth of income.
Honestly, it's looking good. It's looking good. Uh let's see. Bitmain meets eligible eligibility criteria to be added to the Russell 1000. Cool, yo. I mean, all right. That's fine. Um anything else interesting? Nah, same old stuff. Same old propaganda that they shill. So, basically, guys, this is an absolutely big deal.
I made a little cheat sheet for you guys. Um this $300 million worth of ETH that they sold and the 9.5 series perpetual bonds, absolutely great. I I think this is actually great. You guys can take a look. You can snap this if you want. Um the risks to watch, BMNR now has a fixed div- dividend obligation, but it's way smaller than what they what they have.
If ETH enters a long-term bear market, the preferred dividend becomes a burden. Yes and no, not really. You know, I try to go as bearish as I could um for you guys so you can see they're just making way too much income. Uh preferred holders get paid before common shareholders. Too much preferred issuance could eventually reduce the benefits to the common holders.
That is true. That is true. Those are the risks. So, but overall, I think they're actually in an absolutely spectacular spectacular place, and I like what they did. I like everything. Uh I think the MNAV should start to get more support. I think we should start to see us go back up into the $18 in the coming weeks, 18, 19, and so forth.
Um the demise of BMNR is uh not happening anytime soon. Uh I was going to make a video about a lot of you guys are hitting me up regarding and you're actually coming into MEXC uh because you're yield farming your ETH because I I showed you guys this position. Uh where was the position I showed you? Uh this position that I made, which I put ETH and Bitcoin together where I earned 26%.
So, this is like kind of a blue chip safe kind of thing to do, and I'm actually doing ETH and SOL and where I'm earning over 132% uh together. So, I'm going over different kind of strategies that what I do is I try to collect as much as I can during the bear market, which is right now, of these tokens, and I put them together in liquidity pools, and you guys can come over to my other channels, and I'll put the links down for you guys for MEXC.
There's like the learn and videos. You go to the videos, and what we try to do, what I've trying to done, and it works. I've done this in every bull bull run, is basically try to put these in liquidity pools, ETH and BTC together or ETH and SOL together and I earn on these and I compound them and I gain even more as the bull run happens cuz these will go up in value.
When I first put this together, it was only worth was it 7 days ago? $1,625 for example. Now it's worth 1750 and I'm earning 26%. You earn more than staking. However, I have the same thing in SOL and ETH that's earning me 120 132% and I've already earned $280. Basically the same amount of money in there.
A little bit more, about $2,000 in 35 days. The numbers are extreme. This is how you can make real money in crypto. So if you already own ETH and you're big fan of ETH and Bitcoin and SOL, come over to Maxfy. You can learn a new skill where you can actually start making some serious money. I was going to do a whole video on this, but all this news broke out.
Uh maybe I got to do it uh later on this week where I kind of break down how Maxfy works for you guys. A lot of people are asking me. They want more tutorials, but they're already on the other channel. You just got to click on the link below on Maxfy and click videos. It's all there for you guys. All there.
But I understand some of the times people get lazy and they want to see it all in one channel. I understand. I will help. I will help. I am a helper. So anyway guys, best of luck out there. I think things are looking really good. I love the news uh that just came out from BMNR. I love I love love love this token this stock I should say.
I don't think it's trading yet, but I absolutely love it. I think it's great idea. Um Oh, look at people. People are making a little fun uh Mr. Beast. Aco. Uh we've talked about the Aco stuff. I'm not a fan. I'm not a fan. The Alchemy. Man, I don't know [clears throat] what's going to happen to Bitmain.
They got so many moving pieces now. It's They have so many moving pieces that if Ethereum catches on fire, if Ethereum goes to like 4,000, 5,000, which I think it's going to go and a lot higher in 2027 as with the crypto cycles. Man, I got a feeling this thing's going to erupt. I I think a 125, 135 on the MNAV is going to be too low.
I think this thing's going to go 15, 16, 17 on the MNAV. I wouldn't even be surprised it gets a little bit higher cuz they just got so many things going on and Tom Lee, he's going to always surprise you. There's something going on here, guys. This is I'm starting to like what he's doing. I don't know I will point I was like, all right, he's kind of doing the same thing over and over again, but he's almost accumulated 5% of all ETH.
You know how insane that is? You know how insane this is, guys? This is insanity. Okay? You don't understand what this means. As somebody who's in crypto, 7.6 million of all ETH has been accumulated for these firms. This is insane. It's never been like this. We've never had a situation like this in crypto.
We've never had a firm collect so much ETH or firms, I should say, collect so much ETH. And as the bull run starts, they're going to probably collect more ETH. Going to have like 10 million ETH locked up. We've never had that. You know? What happens when there's real demand on ETH? And if you look at ETH, you know, I went over this on the last um what do you call last video, the amount of There you go, chain metrics.
The amount of TVL on ETH, it has 52% of all the TVL. I mean, ETH is is a superpower. It shouldn't be worth a couple hundred billion dollars like it is. It should already be worth in the trillions of dollars. This is going to super This is going to power all of Web 2 and all of Web 3 coming on, all the Web 2 coming on the Web 3 rails, and it's going to power all real world assets, all the stable coins, billions, maybe trillions of dollars, and you're valuing ETH at, you know, it's 52% of all of all the stuff at a relatively little bit more than BSC or Solana and Tron?
It doesn't make sense. It just doesn't make sense. It should be worth multiple times worth. Anyway, we are in crypto winter. Once the crypto winter is over, I do believe um I do believe things will change for the better. I'm trying to find this one chart that was that showed all Oh, there you go. Right here.
Look at this. $156 billion worth of just stable coins. And it's insane. The next closest is Tron, which is basically cuz of Justin Sun because Tron does most of transactions in Asia. But I mean, to have this number, it's just so much more than anyone else. Look, Solana's only at 14 billion. BSC's only at 14 billion.
I mean, it's so far ahead of everyone in every way and every, you know, transaction and everything it does. So, anyways, um I think something big is going to happen to ETH in 2026, and the real gains are going to be met in 2027, right after crypto winter is over in 2026. So, keep that in mind. But I think the upside here I think we're starting to become asymmetric, where the upside is so big and the downside is so small.
Downside's like 1,400, but the upside is like literally 10,000 now. So, I'm starting to like what's happening. I like what's happening with oil prices, inflation. All this is all going to come into play, and we're going to go way higher. Anyway, guys, best of luck out there. This is exciting times.
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