$BMNR (+8,94 %) , $SBET (+8,77 %) , $ETH (-0,06 %)
Back in October, we called the top early - and in November mapped out crypto's "Last Dance" scenario: Wall Street pumping $ETH toward 4-5K for a potential exit, ahead of the DAT Sector Reset with a market bottom eyed for summer / fall 2026.
Tom Lee - brilliant investor & Wall Street marketing maestro - is ALL IN publicly, calling ~$3K ETH "grossly undervalued" w/ massive upside, while $BMNR (his baby) stacks to nearly 4M ETH (world's largest treasury, chasing "Alchemy of 5%" supply).
Yet Fundstrat's leaked internal note flags H1 2026 drawdown: ETH $1.8-2K
https://x.com/coinbureau/status/2002304969152897404?s=20
The DAT sector & $BMNR face stiff headwinds - $BMNR must deliver true yield to compete with $SBET and the incoming wave of ETH ETFs in 2026.So what do we say - one final rally to 4K+ before survival mode kicks in?
read the briefing.
