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I just came across a video of Tom Lee talking about his secret dinner with very influential hedge fund managers. What it was about and why we are talking about a thousand-fold profit on Bitmain and Ethereum—all of this is in this video. Welcome to the new video. Yesterday, friends, I told you that it might be worth buying, and we see a temporary bottom, and today we see that BMR has made over 6% profit.
And this probably confirms the comments from followers that I am delusional, but maybe I am the “new crazy one ” who is right, as was the case with Palantir, Tesla, Nvidia, and Robinhood. My first subscribers, since I've been doing this for almost 10 years, have already bought houses and apartments by watching my free YouTube videos.
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So be sure to visit extenddaytrader.com and too. Now I want to jump straight to the video because it is very important and you can learn a lot from it. So, let's get started. So, the last point I want to emphasize is: let's say you're bullish on ETH, and I think you should be. You should be optimistic about level one (L1) solutions.
I recently had dinner in Taiwan with some people I met 10 years ago when I first started researching Bitcoin . Imagine, 10 years ago, a bitcoin was worth less than a thousand. And today, Bitcoin is worth 80,000. So, these venture capitalists I had dinner with, I expected them to be living on private jets, because if Bitcoin gave at least 80x returns, their investments could have given a hundred or a thousand times more.
But here's what they said. They said their venture profits were good, but they regret not just buying Bitcoin. Of course? And that's exactly what I'm telling you now . In this cycle, you want to have maximum exposure to Bitcoin, Ethereum, and even Solana. I think that level 1 (L1) blockchains will take a significant portion of the cost.
But there is a way to outperform L1, and that is by buying digital asset treasuries. And Bitmain has every chance to outperform the market in this cycle. I want to emphasize this point clearly. So, here are three ways we do it. First— Bitmain maintains maximum exposure to Ethereum in this bull market cycle.
Of course? Here is the price of Ethereum. It has been consolidated for 5 years. You know, the longer the consolidation period, the more powerful the breakout. The last time Ethereum consolidated, it surged 227 times. And before that— 54 times. I think, taking into account tokenization, AI, everything I talked about, DAT and capital transfer, this is a minimum of 25x growth, okay?
What does this mean for Bitmain's share price? The stock is now worth 26. And Bitmain has a 90% correlation with Ethereum. So, if Ethereum reaches 22,000, which I consider a low target, Bitmain's stock price will go from 26 to 300–500. This is a colossal movement. If Ethereum reaches 62,000 , Bitmain's stock price will be between 1200 and 1500.
But you see, we are focused on ensuring that Bitmain's stock price has maximum exposure to Ethereum. OK. Second, we wanted to reach 5% of the offer. This is a hard limit. We will not accumulate more than 5%. Of course? Because people don't want to think that we're diluting shareholder equity, which we have n't done, you know?
Because in our first year , look how much we have achieved. Bitmain has only been around for 15 months, and we have already made a breakthrough, setting many precedents. Let me tell you about a few of them. First, we reached 6 million ETH. This is 4.9% of the total supply. I want to draw your attention to the bottom part.
Bitmain was also added to the Russell 1000 FinDex index. This is a US large-cap index. There are only six crypto stocks in the Russell 1000. We are the only bet on Ethereum. This means that when large institutions and hedge funds say they want to gain crypto exposure, there is only one stock they will buy: Bitmain.
But we said that we have a hard limit of 5%. We will not own more than 5% of Ethereum. This is what Vitalik asked us to do at one time— to stop at five percent. Justin Drake, fund, we'll stop at 5%. So where are we in relation to this 5%? Well, this is our ETH accumulation over the last 15 months, okay?
And you see that now we have 6 million. It took a little over a year. We thought it would take 5 years. It took a little over a year. More importantly, we did all this in the middle of a bear market, okay? So we bought ETH until no one wanted to buy it. We were happy to buy it cheap. We bought a lot for 1,500, but this is in the middle of a "bear" market.
And now we will stop. We only need to get another 100,000 ETH to reach 5%, okay? But we will stop there. The reason we're going to stop here is because of this graph. We made all this buying in a bear market, okay? So, in effect, I believe we helped set a bottom for ETH. We protected ETH from falling because we were buying.
But now we have finished accumulating before growing 25 times. So, if we have a hard limit of 5%, that means we will outperform ETH during the uptrend, right? Because you don't have to worry about us trying to raise capital. We are finished. Now we are built to outpace Ethereum. That's what we started the company for, and I can show you that we did it.
Since last year we launched Bitmain on June 30th, and from June 30th to December Ethereum rose 22%. Bitmain rose 500%. 48,000 basis points ahead. This year, in a crypto bear market, Bitmain rose 3%, while Ethereum fell 9%. We outperformed the market by 1,200 basis points in a bear market. And overall, you see that we have achieved results for shareholders.
40 or 53,500 basis points ahead. Now keep in mind, the bull market is beginning . This will probably look a lot more like 2020 . So, as you can see, we understand that Chamat, uh , was right in his prediction when Bitcoin was worth $1,000; and he told this, you know, to his, uh, hedge fund guys, and he thought that they would not only, you know, take advantage of this, but they would make significantly more money with all the tools that they had.
But no, they didn't , did they ? Um, and now he says that now is the time when it's available again, this unique opportunity , when he believes he should buy back every share. And also, the big question, obviously, is what's going to happen over the next few months. Because we have a lot of important macroeconomic events coming up in the next few months, right?
We have midterm elections, inflation data, next up, we have the Fed, right? We have a rally coming up at the end of the year. So the question really is how much more potential do we have in crypto, and I think what we've seen in recent weeks is just the first recovery. I mean, look where we came from: 5,000 for Ethereum, 125,000 for Bitcoin, and we're not even close to those numbers.
And usually, when a full-blown bull market develops, you see significantly higher returns relative to the overall historical high, you know? So we usually rise well above the recent historical high. This means that 10,000 for Ethereum and 200,000 for Bitcoin could become a reality in the coming weeks and months.
Let's dig into Bitmain, because Bitmain is having a great day, and you can see that if you look at the monthly chart, we had a really, really bad month, right? We had somewhere around minus 24%. We've already recovered a bit from the lows, but today is a very good day for BM&R, and as you can see, most of the growth occurred about an hour after reports that the US and Iran may be close to a deal.
And then, as often happens these days, another message came out saying, "Hey, that's not true, that's not true. " So we are seeing perhaps some profit taking, but overall we still have an oversold market at the moment. We have a geopolitical situation that could improve, and we have the seasonality of midterm elections.
So I think the market is still bullish, guys. Let us know what you think in the comments below. .
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