Am now long with 90 shares $BMNR (+2,61%) long. The Larry Fink interview yesterday in Squak on the street gave me the final jolt that the tokenization of all assets will happen by the end of the decade. I don't believe in Solana here and am in Tom Lee's camp: $ETH (+2,64%) Blockchain will run on everything (or at least the core asset classes). The goal is to continue to build on 150 units.
Discussão sobre BMNR
Postos
46What's on the agenda tomorrow?
I have been thinking about making a few shifts in my treasury holdings. After reading a few articles, I think $GLXY (+3%) very promising. I might therefore shift my positions into $3350 (+7,47%) , $BTBT (+5,61%) or even $BMNR (+2,61%) a little.
What do you think?

6 months update
Fast forward 6 months, the portfolio’s up heavy. Regret selling $TLNE and $ONDS (+3,38%) early (especially $ONDS (+3,38%) from 2 → 11 in 4 months). $BITF (+9,39%) helped offset some of that.
Core remains long-term, but I’ve carved out a small short-term sleeve in $BMNR (+2,61%) , $SBET (+3,45%) , $JD (-0,26%) and $OSCR (+6,05%) .
Plan: take profits by year-end and rotate back into core themes ( AI, Nuclear, Space, Quantum, and Robotics) as i have too many positions right now even after selling some
The trading dividend opi..... Light
Sell limit reached today, half of my position was liquidated. A good result for a holding period of less than 2 weeks. In August, when I really started "gambling" 😂😜 with e.g. $BMNR (+2,61%) and $SBET (+3,45%) I had set my exit scenario too low, I adjusted my exit criteria. I didn't liquidate everything immediately, but first 50% when the trading target was reached, let the rest run and then hedge profits downwards and tighten the stop loss. It has paid off here, the rest continues to run and is now up over 50% since entry on 26.09. SL is now set at € 14, so I am sure of the profits for the rest in any case, the rest is additional income.
📊 September 2025 — Monthly Recap & Positioning
September is traditionally a tricky month for markets, so I went defensive at the end of August — rotating into names such as $PEP (-0,05%)
$UNH (+0,81%)
$CTAS (-0,05%) Pool, and adding quality European exposures like $ASML (+0,34%) and $ITX (+1,49%) . My wanted to protect capital through a seasonally weak month for tech and speculative stocks.
Despite widespread expectations for a pullback, the US equity market kept moving higher in September:
S&P 500: +3.6% in September
🔹 My performance (September 2025): +2.04% for the month — not bad given my defensive tilt. That brings my YTD gain to +60%,
Looking to October: repositioning into value & beaten-down opportunities.
October has started on a stronger note for me. Already with almost 4% profir. Companies like$ABSI
$CAN (+5,48%) and $BMNR (+2,61%) These are higher-risk, higher-reward trades that complement the defensive core I built in late August and some at end ir september. Like GIS, ABNB, Starbucks
𝗧𝗵𝗶𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗲𝗿𝗳𝗲𝗰𝘁 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗰𝗼𝗽𝘆 𝗺𝗲 𝗼𝗻 𝗲𝗧𝗼𝗿𝗼—𝗱𝗼𝗻’𝘁 𝗺𝗶𝘀𝘀 𝘁𝗵𝗶𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝗴𝗿𝗼𝘄 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗺𝘆 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.
😎 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice
The psychology of the stock market: hype, risk and conviction
$IREN (+9,12%)
$BMNR (+2,61%)
$ONDS (+3,38%)
$CIFR (+17,24%)
Observation: The shift from reason to hype
A clear shift in posted purchases has been visible in recent weeks:
- Current: More and more hyped stocks are being bought, some of which have recorded enormous gains of over 200% in recent months. This points to the phenomenon "Fear Of Missing Out" (FOMO) phenomenon, in which investors invest in stocks that have already risen sharply for fear of missing out on a quick profit.
- 12 months ago/April: Back then, posts about buying ETFs or other established, "well-known" stocks. Such investments often represent a long-term, diversified and more rational investment strategy.
Lesson: The risk of momentum speculation
This development is a classic sign of a speculative speculative market phase. It is crucial to understand: Share prices that rise quickly can fall just as quickly.
- Momentum risk: Buying stocks based solely on their recent price increase (momentum strategy) is extremely risky. These stocks are often highly valued and extremely volatile.
- The slump: When the trend reverses, the initial enthusiasm can quickly turn into panic selling turn into panic selling. Without a strong, rationally based investment mindset, the so-called conviction, it becomes extremely difficult for investors to hold on to these shares as soon as they enter a correction phase. correction phase or a downward trend downtrend.
- The lesson: Real conviction in a share is based on a thorough analysis of the company's value. company valuenot just on the latest share price performance. Speculating on short-term hype feels "fun" as long as it's going up, but can lead to painful losses when it crashes. can lead to painful losses lead to painful losses.
Conclusion:
Stay rational and remember: Diversification and a long-term perspective are the foundation for sustainable success on the stock market.
Best regards
Bubu 😉
Again at Bitmine
Question for the $BMNR (+2,61%) guys. When are you going to add another tranche of inflationary euros? Currently I tend to add another one at an ETH price of 3660$. Ideally with a bullish divergence in the 4h RSI. 30 and 80-day cycles in Bitcoin are also picking up again from October.

Share analysis
Good evening,
I would like to take a closer look at various companies. To understand, is there potential, which figures are important, price/earnings ratio, profit growth... I find it a bit difficult. Is there something like a guide or something similar for stock analysis, so that I can simplify the procedure of how to approach a stock analysis? Can you recommend anything? I would be very grateful for any tips. 😊
I would currently like to take a closer look at these: $SOFI $BMNR (+2,61%)
$TEM (+3,32%)
$DDOG (-0,38%) ...
Greetings 👋🏽
2. profitability: profit growth, margins, return on equity and ROIC development
3. shareholder reward: dividends, buybacks, share price performance
4. security: debt history, interest coverage, book value and net asset value per share
5. current valuation and fair value
6. comparison of key figures with competitors in order to better classify the figures.
This is how I do it. On my YouTube channel Nicole's Stock Profiles you can see videos where I do this for various companies. However, your companies are not yet included.
Copper?
Any opinions on future copper/iron price movements?
After the strong silver and gold rally, they could/should follow suit. In my opinion they are still undervalued, the Chinese are pumping liquidity into the markets, so that could be promising, right?
I don't know many stocks there, something like Rio Tinto with a focus on dividends interests me less, more the growth stocks.
I did a bit of reading and found that in the copper sector $ASCU (-1,21%) , $ERO (+0,65%) , $HBM (+2,88%) , iron stocks like $ASX (-0,31%) etc. - but I'm not very impressed by the chart.
$FCX (+0,49%) I remember it from earlier times, but it's also bobbing along.
It's not intended to be a long-term position, but rather a short/medium-term trade. At least it would make sense to me if shares in this sector were to pick up soon.
In terms of returns, however, I see $BMNR (+2,61%) almost a greater leverage, assuming that an ETH rally follows, which I expect.
I look forward to your opinions!
BitMine Immersion Technologies - Tom Lee Thesis?
Tom Lee's thesis is that the entire financial world is undergoing a technology shift and will conduct its business in Ethers smart contract, token, stable coin blockchain in the future. The rest of the economy will follow. It is the missing usecase of Bitcoin. The prediction is 10x the current level. He sees Ether in the BitMine mantle with leverage of 2.5 - 5x. ARK made a relatively large entry yesterday.
My first $BMNR (+2,61%) also yesterday.
Tom Lee has put together an incredible track record over the last 15 years.
In addition : a remarkable look at valuations and why we may see further valuation expansion and 10% in the SP500 .
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