Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Bruce
Investor @SummerEverest | Prev @EVGHQ | Alumni @PKU1898 | NFA | Not investment advice
🧵The Genesis of a Titan: Inside The Ether Machine's $1.6B Plan to Dominate Institutional Ethereum.
A new giant is entering the public markets. @TheEtherMachine ( $ETHM ) is launching with >$1.6B in capital & a 400k+ ETH treasury.
This isn't just another crypto holding company. It's an actively managed yield machine led by an @ethereum OG.
A deep dive 👇
11,32K
🔥@BitMNR holds 566,776 ETH now. $BMNR
8.7. klo 00.17
1️⃣ Overview & Core Deal
A Paradigm Shift for @BitMNR . A thread on its $250M pivot to an #Ethereum treasury, backed by a powerhouse syndicate. $BMNR
We break down the core deal data, the ~92% dilution of legacy shareholders, and the strategic endgame for its original mining business.
3,01K
The @BurwickLaw RICO lawsuit is shedding light on the young founders behind @pumpdotfun . Here’s the rundown on the trio:
• @a1lon9 , COO: The 22-year-old German developer and the most active of the founders on X/Twitter. He's the architect behind the platform's core "one-click" launch and social features, with a background in NFT & DeFi development.
• @sapijiju , CEO: The 21-year-old, self-taught British founder who skipped university to build in crypto. He leads the platform's product and community strategy.
• @outdoteth , CTO: The 24-year-old British tech lead with serial entrepreneur experience. Before PumpFun, he was a director at two now-dissolved software companies, INFRA STUDIO LTD and EARTHDROP LTD.
7,03K
$BNB ATH soon. BNB microstrategy next? !
18.7. klo 01.06
The $WINT financing structure is highly dilutive: a $0.30 conversion price on preferred stock could expand the fully diluted share count from ~12M to over 740M (including warrants). Despite this, the stock commands a 4x mNAV premium.
Detail link:
2,66K
The scale of $SBET's $6B stock offering is critical. To fund their ETH treasury, they could issue over 133 million new shares.
With ~100 million shares currently outstanding, this means more than doubling the share count—a massive dilution risk. #SBET #ethereum
24.6.2025
🚨 @SharpLinkGaming ’s Latest SEC filings scream crypto dominance, with @Consensys steering the ship! Here’s the breakdown👇
1️⃣Consensys is the mastermind!
‣ $4.5M 1st round (May ‘25): Consensys Software, sole investor at $2.94/share, owned ~70% fully diluted. Absolute control!
‣$425M PIPE (May ‘25): Grabbed strategic advisor warrants (avg $6.90), now at 11.78% fully diluted.
‣@ethereumJoseph ’s 8.3% direct stake cements their grip.
‣ConsenSys AG: 1.26%.
‣Total Consensys reign: ~21.34% fully diluted. Ethereum’s powerhouses are running this!
2️⃣ Key VC/Hedge Fund holdings:
‣Jane Street: 6.3%
‣@paraficapital: 6%
‣@ElectricCapital: 3.4%
‣@PanteraCapital: 3.2%
‣Marshall Wace: 3.4%
‣Solid crypto & finance players, but Consensys is the real boss.
3️⃣ ATM cash → ETH empire:
‣June 2–12, ‘25: Sold 1.6M shares at ~$48, pulling in $79M via ATM.
‣Splurged on ETH, including 6,744 ETH ($16.5M) by June 21.
‣Now holding 188,000 ETH, worth ~$426.76M at $2,270/ETH. Public ETH whale vibes!
4️⃣ Staking like champs:
‣By June 13, ‘25, 95%+ of ETH staked (native/liquid).
‣SharpLink’s maximizing Ethereum yields. Treasury brilliance!
🔥 Takeaway: Consensys, with Lubin’s 8.3% and 21.34% total stake, is driving SharpLink’s ETH-fueled rise, with VCs like Jane Street & ParaFi along for the ride. Public crypto done right.
♦️SEC links:
#SharpLink #ETH #Crypto #SBET
3,12K
The $WINT financing structure is highly dilutive: a $0.30 conversion price on preferred stock could expand the fully diluted share count from ~12M to over 740M (including warrants). Despite this, the stock commands a 4x mNAV premium.
Detail link:
17.7. klo 21.33
Windtree- A Deep Dive into the "BNB MicroStrategy" Play
A major capital markets play is unfolding.
A Nasdaq-listed biotech firm, Windtree Therapeutics ( $WINT), is pivoting to become the FIRST-EVER NASDAQ-LISTED @binance treasury vehicle.
This isn't a random move; it's one of the most calculated crypto plays of 2025, engineered by seasoned veterans.
2,27K
🧵Anatomy of a Paradigm Shift: How @BitMNR was reborn as an ETH powerhouse. $BMNR
1️⃣ The Pivot: A struggling micro-cap Bitcoin miner announces a massive $250M private placement, completely transforming into a pure-play $ETH treasury vehicle.
2️⃣ The Dream Team: Backed by an all-star syndicate.
• Chairman: Wall Street influencer investor @fundstrat.
• VCs: @foundersfund (co-founded by @peterthiel ) & @PanteraCapital.
• Lead: MOZAYYX, advised by @cantorfitzgerld (whose former CEO, @howardlutnick , is now the U.S. Secretary of Commerce).
3️⃣ The Playbook: Become the "MicroStrategy of Ethereum," but with a yield-generating twist. The strategy leverages staking & DeFi, making "ETH per share" the new key metric.
4️⃣ The Reaction: The market went into a frenzy. The stock exploded >2,900%, creating a speculative mNAV premium of over 30x, fueled by the powerful narrative and a classic low-float squeeze.
This is a masterclass in financial engineering. The real test begins now: can they execute the "accretive loop" and justify the hype?
#Ethereum #ETH #BMNR #DAT #Investing #DeFi #Staking #FoundersFund #Pantera
1,77K
🧵Anatomy of a Paradigm Shift: How @BitMNR was reborn as an ETH powerhouse. $BMNR
1️⃣ The Pivot: A struggling micro-cap Bitcoin miner announces a massive $250M private placement, completely transforming into a pure-play $ETH treasury vehicle.
2️⃣ The Dream Team: Backed by an all-star syndicate.
• Chairman: Wall Street influencer investor @fundstrat .
• VCs: @foundersfund (co-founded by @peterthiel ) & @PanteraCapital.
• Lead: MOZAYYX, advised by @cantorfitzgerld (whose former CEO, @howardlutnick , is now the U.S. Secretary of Commerce).
3️⃣ The Playbook: Become the "MicroStrategy of Ethereum," but with a yield-generating twist. The strategy leverages staking & DeFi, making "ETH per share" the new key metric.
4️⃣ The Reaction: The market went into a frenzy. The stock exploded >2,900%, creating a speculative mNAV premium of over 30x, fueled by the powerful narrative and a classic low-float squeeze.
This is a masterclass in financial engineering. The real test begins now: can they execute the "accretive loop" and justify the hype?
#Ethereum #ETH #BMNR #DAT #Investing #DeFi #Staking #FoundersFund #Pantera
1,01K
Johtavat
Rankkaus
Suosikit