We would frame this thematically, rather than as tips. $BTC (-1,61 %) The core position remains—best understood as long-term monetary hedging rather than as a risky investment. It has proven remarkably resilient amid the Fed’s shift toward a restrictive monetary policy. $ETH (-1,78 %) is the direct beneficiary of the tokenization trend and serves as a settlement infrastructure—we evaluate it based on its staking yields. One name that illustrates where the market structure is heading is $HYPE (-2,99 %): Prior to the recent SpaceX listing, its SPCX perpetual contract traded over $1.30 billion in 24 hours, and its pre-IPO complex has open positions of around $291 million and a cumulative volume of $6 billion. This illustrates that on-chain venues are becoming true drivers of price discovery for assets that traditional markets either severely ration or fail to price continuously.
Discussion sur ETH
Postes
1 080
I’m not just sharing performance. I’m building a public investing thesis.
I started by posting my results, but performance is only the surface.
What really matters is the process behind every decision.
I invest with a long-term mindset, focused on stock picking, growth businesses, and portfolio construction.
From here on, I want to share not only what I own, but why I own it, how I categorize each position, and what role it plays in my portfolio.
My goal is simple:
to turn a portfolio into a thesis, and a thesis into a public journey.
I’m not here to chase hype or pretend to have all the answers.
I’m here to think in public, learn in public, and compound over time.
If you’re interested in public investing thoughts, portfolio context, and long-term conviction, follow along.
$NBIS (+1,41 %)
$OSCR (-0,31 %)
$HIMS (+0,59 %)
$RKLB (+3,05 %)
$UNH (+0,44 %)
$ETH (-1,78 %)
$SOFI (+0,59 %)
$BABA (-0,3 %)
$GOOG (+0,39 %)
$NOVO B (+1,29 %)
$ASTS (+2,04 %)
$BTC (-1,61 %)
$DLO (+0,67 %)
$AMZN (+0,66 %)
$MSFT (+0,67 %)
$ISP (-0,06 %)
$DGX (+1,84 %)
Bitmine Holdings is becoming one of the biggest Ethereum players in the market.
The company now has around $10.4 billion in total holdings, including $ETH (-1,78 %) , cash and other investments.
The most important part for me is that $BMNR (-1,44 %) now holds more than 5.62 million ETH. That is around 4.66% of Ethereum’s total supply, meaning the company is already about 93% of the way toward its goal of owning 5% of all ETH.
This is not a small number.
When one company is collecting such a large amount of Ethereum, it means a big part of the supply is being taken out of the market. If demand for ETH remains strong in the future, lower available supply can become a positive factor for the price.
Another important point is that Bitmine did not stop buying during market weakness. Over the past week, the company bought another 76,881 ETH. So while many investors were afraid of the drop, Bitmine continued adding.
The company also has around 4.72 million ETH staked, worth roughly $8.1 billion. In simple words, staking means that Bitmine locks its ETH into the Ethereum network and earns rewards from it. According to the report, this could generate around $226 million to $269 million per year in staking revenue.
So Bitmine is not only holding ETH and waiting for the price to go higher. It is also trying to create income from the Ethereum it already owns.
On top of that, the company raised another $280 million through preferred stock and is also launching MAVAN, an institutional Ethereum staking platform. This shows that Bitmine is not just trying to be an ETH holder, but wants to build infrastructure around Ethereum as well.
The way I see it, Bitmine is becoming an Ethereum treasury company.
If Ethereum does well over the next years, Bitmine could benefit a lot. But of course, the risk is also high. The company is now heavily tied to the price of ETH, so if Ethereum falls, Bitmine will probably be under pressure too.
For me, this is an interesting story for investors who believe in Ethereum long term, but it is definitely not a low-risk investment. It is basically a strong bet on Ethereum, staking income and the ability of Bitmine to keep growing this strategy without taking too much risk.
Hello Crypto Investors
$BTC (-1,61 %)
$ETH (-1,78 %)
$SOL (-1,89 %)
$XRP (-1,69 %)
🚨 Everyone wanted to buy at 120,000 dollars.
Then at 110,000 dollars.
Then at 100,000 dollars.
Then at 80,000 dollars.
And now?
Where are the Bitcoin buyers? 👀
Where are those who were brave in red days?
Where are those who don't just talk, but buy when fear dominates the market?
Get in touch! 👇
Who bought during the last setbacks?
Who is still holding on?
Who believes that today's prices will have been a gift in 1-2 years' time?
Let's see who is really thinking long-term and who is just waiting for the perfect entry point.
📈 Bitcoin rewards patience.
📉 Fear creates opportunities.
Who else is in - and what is your price target for the next few years? 🚀
Crypto
huhu,
everything good with you?
I'd love a motivational speech about the current crypto phase
LG
☀️✨
needs a load of Testo after the shock.
He got into bitcoin at the top,
and thought: "I'll soon be rich!" But as soon as the fiat was put into crypto,
a red chart gave him a nasty scare.
The price collapsed and the money was gone,
Instead of going to the moon, it went down the drain!
Keep and Roll in time | 24 Hour on Bars
$STX (+0,47 %) , $WDC (+0,41 %) , $SNDK (+1,94 %) , $LITE (+0,38 %) , $ARM (+1 %) , $MU (+1,15 %) ,$BTC (-1,61 %) , $ETH (-1,78 %) Stock market and Bitcoin performance still have makes new story every years. From both in race to get more high level position and market trends reasonable to have strategy from demand and supply in Q2- Q3 this years.
■ this time semiconductor and memory chips makes point on high level market and bitcoin still movement from traditional weakness in cycle frame time after halving season 2024-2025 (2y high).
■ Partial in get momentum for wave cycle could be better from Quartal season meanwhile cruide oil to hike and gold makes downward for this month. Its not different from wave cycle in market to get average return performance. (JUNE - SEPT)
■ World Cup 2026 "Burger and Beer" 24 hour and perfect in time "Las Vegas" open. There is match point from momentum and makes new momentum and strategy market for United State.
■ Underpressure and Tension from Crude Oil, High Price for stock market and Bitcoin low season, this is not just on strategy to get market trends (every 4 years in frame time). However its gonna be hits to get score onboard from Trump Part 2 and Goal score for "time to buy" ✅️🎯
■ Remember this event (4 years in frame time) 🚀
What to do with shitcoin losses?
Hi everyone,
what to do with admittedly badly performing Shitcoins. I have a few cryptoposis via Etoro. Bissl $BTC (-1,61 %)
$ETH (-1,78 %) but also $SOL (-0,52 %)
$ADA (-1,6 %)
$XLM (+2,8 %)
$DOGE (-2 %)
Why? Surely 90% Fomo and 10% persuaded that is somehow risk diversification. I've been thinking for weeks about what to do now. $BTC (-1,61 %) and $ETH (-1,78 %) I still have hodl vibes.
I really don't know what to do with the others. I'm down around 35% here. Doesn't hurt me at the moment because I don't need the money. But somehow, as a gambler's pose, you could probably do something better with it.
Best regards
Mig
Step 2: Buy a time machine
Step 3: Go back in time
Step 4: Don’t buy shitcoins
Crypto savings plan - Kryptowinter and the 10% allocation
Blunt is blunt - the crypto savings plan continues unchanged. Although I have already reached my target allocation of 10 % through special tranches, I am now deliberately continuing to disproportionately invest in the crypto position.
Why? Because I am overriding the logic of my head (which is calling for a rebalancing) in order to continue collecting the favorable entry prices of the crypto winter. If it goes even lower in the next execution: gladly! In the long term, the current EK doesn't matter anyway.
Crypto savings plans:
$BTC (-1,61 %) 250,- €
$ETH (-1,78 %) 50,- €
$SOL (-1,89 %) 50,- €
They want to abolish the tax exemption for Bitcoin and cryptos after a holding period of one year
It may not itch you, as you are not invested anyway. But after that comes gold & silver. Then comes real estate (10 years). Finally come watches, art, vintage cars, spirits, wines and everything else.
In 1999, the speculation period for securities was extended from 6 to 12 months by the SPD and the Greens. In 2009, it was completely abolished by the CDU and SPD and replaced by today's flat-rate withholding tax + solidarity surcharge. More than 14 million small investors and savers are affected by this today. The greedy state is hindering your prosperity and private pension provision.
$BTC (-1,61 %)
$ETH (-1,78 %)
$XRP (-1,69 %)
$SOL (-1,89 %)
$BNB (-1,55 %)
$DOGE (-2 %)
$HYPE (-1,28 %)
$AAVE (-2,67 %)
$ZEC (-1,52 %)
$WLFI (+1,06 %)
$ADA (-1,6 %)
$DOT (-1,64 %)$TRX (-0,47 %)
$XMR (-1,25 %)$LINK (-2,15 %)
$XLM (+2,8 %)
$DAI (+0,27 %)
$PAXG (+0,42 %)
$LTC (-1,76 %)
$AVAX (-1,39 %)
$SUI (-1,35 %)
$HBAR (-1,51 %)
$SHIBA (-1,41 %)
$TAO (-0,88 %)
$CRO (-1,35 %)
statutory pension,
* health insurance,
* infrastructure,
* security,
* care,
* education,
* and social security are not available for free and we are also the state that incurs costs. Reforms as quickly as possible.
