저자: alliseeisW;인용영상:TomLee · 외국인
요약 보기
이더리움(ETH)과 BMNR을 중심으로 한 강세 기술적 분석 영상. 크립토 인플루언서·Tom Lee 발언과 ARK 매수 정황을 근거로 ETH 2025년 말 약 7,800달러(약 80% 상승) 목표를 제시. BMNR은 ETH 보유량 증가에 따른 mNAV 프리미엄과 스테이킹 수익으로 세 자릿수 주가(주당 약 200달러 가치) 가능성 주장. 기술지표로 MACD 상승 다이버전스, CM Williams VIX 바닥 신호 언급. 출연자 설명란 정보 없음.
다듬은 글
Hey guys, happy Saturday. Thanks for stopping by for another video here at All I See Is W. In today's video, we'll be doing a deep dive on Ethereum, as well as deep dive on Bit Mine immersion technology, ticker BMR, led by chairman Tom Lee. In fact, I'll be playing an epic video clip of Tom Lee at the end of the video.
So, you don't want to miss that. Now, if you're new to this channel, first off, so thrilled that you're here. I would really appreciate you hitting the like, subscribing for more related content. Okay guys, we'll go through latest updates with ETH as well as BMR as well as me sharing technical analysis, price predictions, how high I think Ethereum can go as well as BMR.
Let's get started, guys. Let's first off take a look at this post from Crypto General. He said, "I just opened a 5 million long on Ethereum. I am all in on this trade. If I get liquidated, I will lose everything. But you know what? I am so confident. It's the last time in history that we see ETH at this price, expecting a massive leg up next week.
So, he's very bullish. He's taking a big hedge towards ETH because he believes, you know, ETH is going to be going up. Ash crypto posters Tom Lee suggests ETH could reach 12 to 15,000 by end of 2025. That tells you something. We're still early right now. That means Ethereum can easily just, you know, two to 3x from where we currently are by end of 2025.
Merlin the trader poses, you know, Bitcoin 2020 verse Ethereum 2025. The fractual is undeniable. Both broke the 618 Fibonacci. Both consolidating before liftoff. Bitcoin went 300% from this exact spot. If you're fading ETH now, you're fading the most bullish fractal in crypto. Don't sleep on this setup that defines cycle.
So when you compare Bitcoin, you know, back in 2021 before it broke out significantly, ETH is in that similar trajectory right now where we currently are, you know, hovering at like 4,300. Can it just break out to 12 to 15,000, you know, like what Tom Lee is forecasting. So very bullish. I think there's so much upside, especially with inflows in ETFs right now.
Bit mine BMR post is according to Wick on crypto. The bigger the base, the bigger the breakout. Ethereum. Tom Lee Funst strat gentleman and scholar is chairman of BMNR. So definitely just you know very bullish as far as looking at the slides that you know Tom Lee presented last week. The bigger the base the bigger the breakout.
So what does this mean? I mean, at one point, you know, early in 2025, we saw like huge capitulation with Ethereum at 1300. I don't think we'll see those levels anymore, but now it's only a matter of time until we break out. Again, when you put it into perspective, 2021, I mean, it got to like that all-time high.
It was just recently when we peaked close to that level, but where we are right now, we're not even, you know, at that level of all-time high like, you know, back in 2021. So, that tells you something. We're still early in this game. There's so much, you know, bullish upside right now. Bitcoin Knight postes about BMR.
He says, "Bmr has won the ETH Treasury race by a mile. This was already clear a couple weeks back and the gap widens every week." Tom Lee, the goat from Fund Strat. I expect they will report over 2 million ETH next week before any other company can even get to 1 million. Tom Lee has smartly run his ATM program, selling high and buying ET cheap.
I really don't see another company catching up to this ETH stack now. Pretty clear that BMR will be the MSTR of ETH. Many other indications in the way the stock trades. Strong and consistent high volume. Big investors all indicate this is the horse to ride. So, which horse are you on? Are you on BMR?
Are you on ETH? Are you on ESBET? Are you on all three? Put in the comments. I'd love to hear what your predictions are. Fallen Knife postes BMR was the most heavily bought stock during the week of September 5th in all three of Kathy Wood's Arc funds. She knows something we don't benefit of being a PIP investor purchased a relationship.
So when you look at just the movement with ARC investments, so they have like three different accounts and obviously you see BMR being purchased by a significant amount. BMR just huge amounts that Kathy Wood is just buying especially on the you know beginning of September we're seeing you know E Treasury companies you know taking dips you know BMR you know just going down and I took advantage you know in the week of September just continuing to buy lower you know as bit uh Bitmine immersion stock continues to go down I believe in the use case just continue to dollar cost average if you have the ability to do so if not just remain bullish huddle because selling right now will just be frustrating when you know the price goes up.
BMR bulls post Kathy Wood and ARC Invest hold over 267 million of Tom Le's Fundstrap BMR across three ETFs. So you see the three different ETFs. That's very bullish. I think a lot of people like the use case of BMR, which is why Arc Investment would like to add BMR as part of the innovation AI, you know, ETFs that they are managing right now.
So definitely, you know, huge use case right now. Kathy Woods follows the money. She knows Tom Lee, you know, is a trusted leader and that's why we BMR. Crypto news and analytics post is just with the recent crypto purchases by public companies. So, you know, just taking a look at just the the trends that we're seeing.
BMR with $657 million purchase, you know, even higher than MSTR, you know, with 4,000 Bitcoin. So, BMR continues to stack. We also see like SB, you know, with the 167 million ETH purchase. But BMR, they continue to aggressively buy and soon enough they may be over 2 million ETH on their balance sheet.
The feature is now posted. BMR is currently not staking any ETH. They have 2 million ETH. If they stop here, stop the ATM and let the stock run, they will command a higher MNAV because yield income at a 2530X multiple is not priced in. at a 2.7% staking yield on two million ETH. Annual yield 54,000 ETH equates to 54 million.
13,500 ETH per quarter. 4,500 ETH per month. You know, 148 ETH per day. That's $1.5 million at a 90% profit margin. That's 48,600 ETH, which equates to 486 million per year value of cash flow at 30x. That's 486 million times 30 which is 14.6 billion dollar. So think $200 per share of BMR. I really believe that when you think about you know MSTR in terms of how they've grown from a small cap companies to now like a tripledigit stock price company uh hundreds of billions market cap.
Well BMR is doing the same. They're aggressively buying ETH and that allows for them to, you know, be a creative over time and eventually we will be in the triple digits which BMR did hit recently. Urk postes BMR another picture perfect hold right where I discussed yesterday constructive. So, you know, right before that, you know, that runup, the mini runup, I would call, they had a bigger runup when they, you know, announced that they're pivoting from becoming a Bitcoin mining company to an E treasury company.
That was like when the price went to 170. You know what we're seeing? Are we going to see a similar trajectory where we see the launch pad take place with BMR launching to new levels uh from here on out? Let's talk about technical analysis of Ethereum. So where we currently are is you know ETH is hovering right at I would say 4,300 as of you know Saturday morning.
You know what we see just based on the you know alpha trend indicator we're still hovering in that buy signal which is a good thing. uh you know we had you know early you know like mid August to you know late August we had price you know have some volatility where it got to like 4,800 it dipped down to 4,000 and right when Federal Reserve Jerome Pal announced you know earnings cut coming that's when the price just launched we had that major green candle where it reached all-time high had resistance at close to 5,000 and now it's just been consolidating at 4,300 100.
I think this just creates a base for that next leg up. The key thing is we we don't just want this to have like a one straight shot linear fashion. I think it's healthy to have this consolidation and then we will see that U-shaped formation. you know, obviously just looking at the, you know, the MACD formation, we see, you know, red histograms, but I think because we've had continual histogram since August 18, we may have a reversal MACD bullish divergence kicking in where we'll see, you know, market sentiment inflows coming in.
I'm predicting somewhere around on a moderate scale, we're going to get somewhere around that 7,800 in the year 2025 is my prediction use case. So that basically is like you know um you know 80% from where we are right now by end of year. So who knows it may go higher, who knows it may go lower but I think that's a moderate uh assessment from where I'm at.
Let's take a look at BMR technical analysis. So let's say ETH breaks out to 7,800 or even more similar to what Tom Lee is saying you know 12 to 15,000 by year end. Where will BMR go? So, you know, we're just looking at alpha trends indicators and CM William VIX technicals. I like using this because it it tells us where the basement lows are, right?
You know, you know, uh when things drop to the basement low, price will eventually pop back up. Now, when we look at the CM Williams VIX, you know, we're seeing capitulation signals here where this is a basement low. Yes, this is on the 4hour uh candle chart, but we're seeing, you know, right when you know Kathy Woods, you know, bought yesterday.
There was a CM Williams VIX, uh, you know, right when the market opened, we had like huge volatility. You know, Arc Investment took advantage of that, you know, just with capitulation and bought a ton load. You know, I think that was at around like $39. So, definitely huge buying opportunity. But, you know what?
Even if let's say you bought like in the range of like 50 or even higher, I wouldn't worry. Why? Because eventually we're going to see we see this, you know, bull flag drawn out, bull pendant flag drawn out, which I don't have the lines, but it's only going to be a matter of time where we're going to see this reversal pattern kick in.
I think we're going to get somewhere around that $778 consolidate there. But when you zoom out, you scale out, you know, let's say you have the ability to hold, you know, BMR is going to be the, you know, the MSTR of Ethereum. They're going to be in the triple digits. So, with that, let's listen to Tom Lee's video.
Ethereum, you know, has probably become a surprising sort of hit for cryptocurrencies this year because it's up uh 28% outperforming Bitcoin. But you know, in some of the work we've done, we believe it's the biggest macro trade over the next 10 to 15 years. And a lot of it has to do with the fact that stable coins have really become the chat GBT moment for crypto.
And now we have the Genius Act and Project Crypto from the SEC, which is Wall Street essentially running onto the blockchain. Um, but one of the best ways we believe to sort of have exposure is through Ethereum treasuries, and that's a company like Bitmine, which I've become chairman recently. Why are you so bullish on Ethereum?
What are the opportunities you're seeing in Ethereum in particular? Well, Ethereum is the second largest blockchain and it's different than Bitcoin because with Bitcoin, you can't really do programmable uh contracts, you know, so smart contracts. Wall Street needs to find a stable and legally compliant blockchain to work on.
The majority of stable coin creations are taking place on Ethereum. And uh when you look at uh where JP Morgan is building a lot of its layer 2s or Coinbase or Robin Hood, they're choosing to do it on Ethereum. So it it is the place where Wall Street is essentially financializing the system. So there you have it.
I hope you enjoyed this episode where we covered latest updates with ETH BMR as well as doing you know technical analysis predictions. So if you enjoyed this content, I would really appreciate you hitting the like, subscribing for more related content. Thanks guys.
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