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有消息稱 Pump.fun 計劃 40 億估值發幣,引發市場猜測
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Solana 新代幣發射平臺 Boop.Fun 風頭正勁
我認為 $BMNR 實際上在 PIPE 解鎖方面做得相當不錯,老實說,有一段時間他們的 NAV 是 $4,而他們的股票是 $160,這是荒謬的 40 倍。現在在解鎖時,股票是 $29,而他們的 NAV 是 $23,為 1.26 倍。
如果他們沒有將 NAV 提高 6 倍,那將是我之前分享的原始情況,PIPE 解鎖後會大幅下跌到 $10 以下。他們還成功成為最大的 ETH 財庫公司,並且可能在一段時間內領導 SBET,因為 $SBET 在 PIPE 解鎖前只賣出了 $7900 萬,而 BMNR 在解鎖前則更具攻擊性地賣出了超過 $20 億。這些銷售額很大,因為它們的溢價非常高,這有助於顯著提高 NAV。
現在這兩者處於同一起跑線上,而 BMNR 在規模上有相當大的先發優勢(明天 SBET 公佈時會看到具體情況,但 BMNR 可能領先十億美元)。現在我們可以看看未來他們還有什麼其他的花招。
@AG3747373132582 我的意思是我在價格大約 $70 的時候發過 "不要碰它" 😆

7月10日 02:15
Just to clarify what's happening with $BMNR for crypto or other ppl trading this that don't know what's going on and why it's in no man's land for now
This has been a classic low float trade until now, where there's only been about 4.5M shares available to trade, these shares get bought up and volume sends it into orbit
They sold 55.56M shares at $4.5 to private investors (PIPE) to raise $250M to buy $ETH, these shares are not unlocked yet, when they unlock (sometime in next week or two prob) these investors will start dumping since they are up 14x right now in 2 weeks, plus float will increase by 12x
Today they filed an at the market (ATM) offering that allows them to sell up to $2B whenever they want, this will also increase float (but increase NAV which is a positive as it is used to buy ETH)
Now that they have an ATM and can increase float this is going to be heavier as they will look to capitalize on the enormous NAV premium. Until the PIPE unlocks it's not good to trade since they can dump now and PIPE could unlock any day increasing float by 12x. Once PIPE unlocks it should provide good opportunity to buy in at a more reasonable premium. I will look to buy back in then but not trading either in the meantime.
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