#  @BlankMS2 Blank.MS Blank.MS posts on X about $sbet, sharplink, $eth, $bmnr the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1435296647278252037/interactions)  - [--] Week [-----] -45% - [--] Month [------] -45% ### Mentions: [--] [#](/creator/twitter::1435296647278252037/posts_active)  - [--] Week [--] -10% - [--] Month [---] +125% ### Followers: [--] [#](/creator/twitter::1435296647278252037/followers)  - [--] Week [--] +13% - [--] Month [--] +37% ### CreatorRank: [---------] [#](/creator/twitter::1435296647278252037/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [financial services](/list/financial-services) [exchanges](/list/exchanges) **Social topic influence** [$sbet](/topic/$sbet) #13, [sharplink](/topic/sharplink) #15, [$eth](/topic/$eth) #727, [$bmnr](/topic/$bmnr) #317, [$bitf](/topic/$bitf) #23, [ethereum](/topic/ethereum) #2758, [staking](/topic/staking), [investment](/topic/investment), [linea](/topic/linea), [ai](/topic/ai) **Top accounts mentioned or mentioned by** [@sharplink](/creator/undefined) [@joechalom](/creator/undefined) [@sheffieldreport](/creator/undefined) [@ethereumjoseph](/creator/undefined) [@jntolno](/creator/undefined) [@fundstrat](/creator/undefined) [@sharplinkgaming](/creator/undefined) [@mcamarda0](/creator/undefined) [@bitmnr](/creator/undefined) [@hashoveride](/creator/undefined) [@petricapital](/creator/undefined) [@joeytradesonx](/creator/undefined) [@ethzillaethz](/creator/undefined) [@ghostmma55](/creator/undefined) [@impermalost](/creator/undefined) [@consensys](/creator/undefined) [@mandyzcamp](/creator/undefined) [@lineabuild](/creator/undefined) [@grok](/creator/undefined) [@amitisinvesting](/creator/undefined) **Top assets mentioned** [SBET (SBET)](/topic/$sbet) [SharpLink Gaming (SBET)](/topic/sharplink) [Ethereum (ETH)](/topic/$eth) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Linea (LINEA)](/topic/linea) [ETHZilla Corp (ETHZ)](/topic/$ethz) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [Advanced Micro Devices (AMD)](/topic/$amd) [BlackRock Inc (BLK)](/topic/blackrock) [Now Coin (NOW)](/topic/$now) [Bitcoin (BTC)](/topic/$btc) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) ### Top Social Posts Top posts by engagements in the last [--] hours "@ImpermaLost I also cant make any sense on how we are consistently getting hammered and good news are basically ignored. But I think its a combination of traders and DATs getting a bad rep. Hopefully things get better thought mNAV of below [---] was cheap so I got in at $20 🥲" [X Link](https://x.com/BlankMS2/status/1981028885664768363) 2025-10-22T16:04Z [--] followers, [---] engagements "Finally average down $SBET to below $20 the thesis remains the same. Few things I would like to hear more from @joechalom @SharpLinkGaming is the timeline for ETH denominated revenue and more about their differentiation to other ETF DATs. Lets get ETH concentration to [--] EOY" [X Link](https://x.com/BlankMS2/status/1981588273261683059) 2025-10-24T05:07Z [--] followers, [---] engagements "@SharpLinkGaming Based on the current 13F fillings we now see APEIRON CAPITAL LTD has invested in $SBET and currently holds over [----] million shares (+$23mil). Based on their site info they are a Hong Kong based investment fund and are long-focused. Overall a good thing" [X Link](https://x.com/BlankMS2/status/1983119122507673800) 2025-10-28T10:30Z [--] followers, [---] engagements "@ImpermaLost "Together the two companies aim to pioneer new models for onchain capital raises programmable liquidity tools and tokenized equity strategies helping shape a capital markets paradigm where assets are always-on interoperable and globally accessible." $SBET and @Consensys" [X Link](https://x.com/BlankMS2/status/1983145142102999377) 2025-10-28T12:13Z [--] followers, [---] engagements "@ImpermaLost I think theres a few fixes: [--]. @joechalom needs to go market $SBET more on shows that are neutral on crypto : CNBC [--]. Unsecured convertible bond at interest below staking yield but only with funds that are long focused and doesnt arbitrage via short" [X Link](https://x.com/BlankMS2/status/1983316954346852828) 2025-10-28T23:36Z [--] followers, [---] engagements "@ImpermaLost @joechalom [--]. Generate operational cash flow that will allow company to self sustain without funding - close the gambling business and start a DeFi business [--]. Insider buys : @joechalom @mandyzcamp @sheffieldreport @mcamarda0 @ethereumJoseph To start buying $SBET with their own capital" [X Link](https://x.com/BlankMS2/status/1983318121122542062) 2025-10-28T23:41Z [--] followers, [---] engagements "What's stopping @SharpLinkGaming from providing staking service in the future We have @joechalom who can manage the risk and maximise staking yield with @LineaBuild . Portion of yield can be taken in as fee and keep the flywheel spinning" [X Link](https://x.com/BlankMS2/status/1983351654079705310) 2025-10-29T01:54Z [--] followers, [--] engagements "If @SharpLinkGaming plans to dissolve their sports betting and iGaming business they should rebrand their name to just Sharplink" [X Link](https://x.com/BlankMS2/status/1983363951007338624) 2025-10-29T02:43Z [--] followers, [--] engagements "A checklist of what most retail investors want from @SharpLinkGaming : [--]. Better communication: It is good to promote ETH but there needs to be a balance. Why should investors choose $SBET over $BMNR Yield strategy ETH denominated revenue etc. BMNR has a clear advantage in liquidity and based on 13F so far we have seen institutions choosing BMNR over SBET. How do you plan to improve the liquidity In addition we have seen Tom Lee giving interviews in CNBC etc. ; which provides exposure to non-crypto investors. We need @joechalom or @mandyzcamp to be more engage with communicating $SBET to" [X Link](https://x.com/BlankMS2/status/1983512283495248210) 2025-10-29T12:32Z [--] followers, [---] engagements "@SharpLinkGaming As all public companies do please outline your goals in the earnings call. We need to keep management accountable" [X Link](https://x.com/BlankMS2/status/1983536919687626764) 2025-10-29T14:10Z [--] followers, [--] engagements "@WatcherGuru Bruh" [X Link](https://x.com/BlankMS2/status/1983540442416496691) 2025-10-29T14:24Z [--] followers, [--] engagements "A few catalyst for $BMNR and $SBET is the inclusion into indexes such as Russell (April [----] rebalancing) and S&P Digital Markets [--] (unknown) which will add liquidity. Excited for the @BitMNR earnings today hopefully we get more details on staking strategy" [X Link](https://x.com/BlankMS2/status/1983555370607120673) 2025-10-29T15:23Z [--] followers, [---] engagements "@BMNRBullz Thats fair but for the ecosystem to flourish youll need both $BMNR and $SBET to do well. More accumulation = higher price Yes I own both" [X Link](https://x.com/BlankMS2/status/1983705586647925087) 2025-10-30T01:20Z [--] followers, [---] engagements "I really like $BITF you have a shareholder align CEO in @hashoveride and near $1 billion in liquidity to develop their Panther Creek site. Only thing Im worried about is Jane Street huge position" [X Link](https://x.com/BlankMS2/status/1983710247861805432) 2025-10-30T01:39Z [--] followers, [---] engagements "$SBET holders what do you want to see management act on Personally I want to see insider buy @SharpLink the most. Its best to have constructive criticism rather than emotional reaction due to price drop. Everyone wants mNAV to recover but what actions can management take Some would argue to sell staking yield to buyback shares. Personally I think they can use unsecured convertible bond with interest payment covered via staking yield. And capped calls to protect against dilution. Ideally exercise price is above $20" [X Link](https://x.com/BlankMS2/status/1983765041863446614) 2025-10-30T05:16Z [--] followers, [---] engagements "@helta_cuf4 @hashoveride Based on 13G filling on Oct [--] 2025; Jane Street disclose ownership of [-----------] shares Link: https://investor.bitfarms.com/node/11211/html https://investor.bitfarms.com/node/11211/html" [X Link](https://x.com/BlankMS2/status/1983844700839932042) 2025-10-30T10:33Z [--] followers, [--] engagements "@SharpLink Do I dare hope for mNAV to recover to [--] $SBET" [X Link](https://x.com/BlankMS2/status/1983903607838929294) 2025-10-30T14:27Z [--] followers, [--] engagements "@SharpLink Finally. Great decision a move to the right direction Now let's start promoting Sharplink" [X Link](https://x.com/BlankMS2/status/1983906161729667199) 2025-10-30T14:37Z [--] followers, [---] engagements "@SharpLink Right direction more SharpLink focused. Now go get some deals and recover the mNAV" [X Link](https://x.com/BlankMS2/status/1983914863442457064) 2025-10-30T15:12Z [--] followers, [---] engagements "@SharpLink @ethereumJoseph follow you so I hope they see this. @joechalom its time to act with urgency to restore mNAV [--] quarter has past its no longer about long term return. You dont protect what you have now youll lose everything. [--] bad quarter in a public company is enough for the management to be changed act fast" [X Link](https://x.com/BlankMS2/status/1984060773895958680) 2025-10-31T00:52Z [--] followers, [---] engagements "Its December [----] the balance has been restored: [--]. $ETH has hit $6500 [--]. Tokenisation becomes the main investment theme [--]. @joechalom has helped @SharpLink restore their mNAV premium and $SBET is $39 with ETH concentration of [--] [--]. @fundstrat named Chairman of the year with @BitMNR and $BMNR is trading at $100 [--]. Quantum bubble $RGTI has popped @MartinShkreli has a new jet and release Baggies Blues pt [--] One can only dream" [X Link](https://x.com/BlankMS2/status/1984103545285832950) 2025-10-31T03:42Z [--] followers, [---] engagements "I cant believe I am a $SBET baggie now 🫥" [X Link](https://x.com/BlankMS2/status/1984104429713551780) 2025-10-31T03:45Z [--] followers, [---] engagements "@FlowbyBobby Isnt this bullish Basically if exercised they are willing to purchase $SBET at $13" [X Link](https://x.com/BlankMS2/status/1984105177784471938) 2025-10-31T03:48Z [--] followers, [---] engagements "Ive hold $NVTS when its $1.80 and $AMD at $78 you think $SBET at $13 scares me (Yes it does)" [X Link](https://x.com/BlankMS2/status/1984107942464123007) 2025-10-31T03:59Z [--] followers, [---] engagements "I want an activist investor like @BillAckman @VivekGRamaswamy to take a position in @SharpLink $SBET A treasury of a productive asset like ETH where yield can be improved via staking combination has a place to stay in the investing world. Please take a look at this company @SharpLink it is trading at 20% discount to assets holding. They have the tools to garner yield better than native. Management includes reputable people such as @joechalom who is an expert in risk management. At bare minimum it should be trading at 20% premium to NAV" [X Link](https://x.com/BlankMS2/status/1984117164987875631) 2025-10-31T04:36Z [--] followers, [---] engagements "@Kalshi Should change their name from Open to Close @elonmusk is right" [X Link](https://x.com/BlankMS2/status/1985357739154128973) 2025-11-03T14:45Z [--] followers, [--] engagements "@SharpLink If someone tells me that the social media account is run by Ai I won't be surprise. The upcoming ER will be your @joechalom time for redemption it's time for urgency" [X Link](https://x.com/BlankMS2/status/1985361624526631358) 2025-11-03T15:01Z [--] followers, [---] engagements "@WhaleInsider Stop allowing leverage tq" [X Link](https://x.com/BlankMS2/status/1985374784038031800) 2025-11-03T15:53Z [--] followers, [---] engagements "Sentiment is ATL while fundamentals for $ETH is only getting stronger. Still holding $SBET and $BMNR bags tough but no leverage and sizing allows me to survive. @joechalom pls do better accumulate at weakness and communicate better to your shareholders You will be judged via QoQ as a PUBLIC company ETH may be a decade opportunity but your time is not I still have faith but its disappointing" [X Link](https://x.com/BlankMS2/status/1985591143921254642) 2025-11-04T06:13Z [--] followers, [---] engagements "Cant lie I was scared you will announce buying ETH at $4000 Ok so cash still exist pls accumulate more. And find a way to bring mNAV back above [--]. @joechalom dont let us down like the previous earnings call its time to evolve above a DAT You need to provide your timeline to ETH denominated revenue and vision to evolve into an investment powerhouse. We need CLARITY You cant just say your advantage is fully staking compared to ETH staking ETF we have seen how your mNAV can go to [---] Need better risk reward explanation to investors and I better see more activities in 13F No excuse act with" [X Link](https://x.com/BlankMS2/status/1985706703258882553) 2025-11-04T13:52Z [--] followers, [---] engagements "@SharpLink @joechalom Please listen to your investors its not about a decade opportunity for $ETH its about why should people choose $SBET. You have lost majority of your liquidity and now sits below the top [---] most traded shares. Also the 13F fillings has shown majority of the institutions has chosen $BMNR over you key question is why You cant just say that you are not concern about short term price action because a Public DAT trading below mNAV is a dead one. @joechalom you had a horrendous earnings call previously where the stock tanked 20% after you spoke that shows people do not trust" [X Link](https://x.com/BlankMS2/status/1985895188204868013) 2025-11-05T02:21Z [--] followers, [---] engagements "I sincerely don't believe that @SharpLink mNAV will remain compressed it just doesn't make sense that an active asset with yield of 3% (native) can be traded at a discount permanently. Once $ETH sentiment changes as tokenisation explodes mNAV should recover a bit and get close to [--]. The key is attracting institutions all it takes is one well known investor or fund and we will see premium restored (1.2). For Q3 13F fillings (as of 4th October) we only see one moderate purchase from APEIRON CAPITAL LTD (+$23 million). They are a Hong Kong based long focused fund. Good news is that it means" [X Link](https://x.com/BlankMS2/status/1985999340461342948) 2025-11-05T09:15Z [--] followers, [--] engagements "I see where you are coming from and yes I do understand that it takes time for tokenisation of RWAs to occur and the value of ETH will appreciate significantly if so. In fact based on Sep 21st presentation slides from @SharpLink you can see that @SharpLink actually provided a price target of $15000 to $40000 by 2028; in the scenario of 4-16 trillion RWAs tokenised in Ethereum network. In most scenarios I will be patient in the companies Ive invested in but for a public DAT my views differ a bit. The main reason is because theres only so much liquidity that will be available for them and their" [X Link](https://x.com/BlankMS2/status/1986086377524773166) 2025-11-05T15:01Z [--] followers, [--] engagements "New 13F filling update for @SharpLink (Nov [--] 2025) We see another moderate purchase from CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG [-------] shares ( +$30 million). From their website we can see they are based in Hong Kong and is Greater China focused. So far the two moderate purchase has come from Hong Kong based fund which shows that @joechalom has managed to attract Chinese funds good job Furthermore this implies that China and Hong Kong are interested in $ETH" [X Link](https://x.com/BlankMS2/status/1986442714247045492) 2025-11-06T14:37Z [--] followers, [--] engagements "Buying @SharpLink now is buying $ETH at sub $2800 with yield of 3%. I believe an insider purchase from management or @ethereumJoseph will improve the sentiment but trading volume has dropped significantly so expect more volatility while crypto sentiment is bad. Few things I want to see from their 10Q whats their SBC for Q3 and did they scale down their affiliate marketing operation we dont need a loss making business. In the earnings call I want @joechalom and his team to provide clarity on a few things: [--]. Timeline for ETH denominated revenue (not staking yield) : what type of business" [X Link](https://x.com/BlankMS2/status/1986630460026573290) 2025-11-07T03:03Z [--] followers, [--] engagements "@PetriCapital The current price action is mainly based on crypto sentiment being ATL DATs being compressed in general and low liquidity. If you check the heat list we see volume for both $BMNR and $SBET has fallen in recent weeks. So even though it hurts I dont think anyone should panic" [X Link](https://x.com/BlankMS2/status/1986632785147412968) 2025-11-07T03:12Z [--] followers, [---] engagements "We need a @CathieDWood for @SharpLink fast. @BillAckman I hope you somehow stumble onto this post youve recently heard from both Larry Fink and Jamie Dimon on the rapid development of tokenisation that will take place in the following years. $ETH is likely the winner and Im sure you have been pitched before. @SharpLink is currently trading at 15-20% discount to book value with a staking yield of 3% and likely reaching with 5% in the near future. They are fully staked so their book value is growing at 5% if $ETH doesnt appreciate. They have the most Ethereum align management among all the ETH" [X Link](https://x.com/BlankMS2/status/1986776349390909501) 2025-11-07T12:42Z [--] followers, [--] engagements "13F filling update (Nov [--] 2025) for @SharpLink : VANGUARD GROUP INC purchase [-------] shares (+$46 million)" [X Link](https://x.com/BlankMS2/status/1986812036853158365) 2025-11-07T15:04Z [--] followers, [---] engagements "The current sentiment around @SharpLink is at ATL but if we look purely at the fundamentals and not emotion optimism can be found. @joechalom has stated the [--] stages for ETH treasuries: [--]. Accumulation stage: Accumulation of $ETH via financial tools while growing ETH concentration [--]. Productivity stage: Staking your ETH and growth via yield [--]. Ecosystem buildout stage: Using ETH to support new protocols (Kingmaker) that support the Ethereum ecosystem While we are clearly behind $BMNR in accumulation we are undoubtedly the leader in stages [--] and [--] due to our partnerships with Consensys Linea" [X Link](https://x.com/BlankMS2/status/1986822226516324436) 2025-11-07T15:45Z [--] followers, [---] engagements "@JoeyTradesOnX @SharpLink Thank you" [X Link](https://x.com/BlankMS2/status/1986934272788447348) 2025-11-07T23:10Z [--] followers, [--] engagements "@sheffieldreport @SharpLink @arkham Ty for the update so far you are doing a great job with communication. Continue with the great work 👍" [X Link](https://x.com/BlankMS2/status/1986934540003332352) 2025-11-07T23:11Z [--] followers, [---] engagements "As much as I hate seeing @SharpLink mNAV being compressed I believe this is also an opportunity to see how management performs under pressure. Also I personally dont believe you can compare an ETH treasury to BTC treasuries. Long ETH / short DAT will not work in the medium / long run simply because ETH is a productive asset. Its really that simple and management plays a more important role in achieving better yield in risk averse manner. In the end we are at an early stage and $SBET new management team was only formed recently. The Q3 earnings call should provide more clarity on the business" [X Link](https://x.com/BlankMS2/status/1988079857239269384) 2025-11-11T03:02Z [--] followers, [--] engagements "Will be posting less this week due to sickness @SharpLink will miss the EC but I hope some good questions will be ask and @joechalom along with his team will do well. To my fellow $SBET investors Ill be back" [X Link](https://x.com/BlankMS2/status/1988480855870689591) 2025-11-12T05:35Z [--] followers, [---] engagements "@JoeyTradesOnX @SharpLink @joechalom Thank you" [X Link](https://x.com/BlankMS2/status/1988746328277676501) 2025-11-12T23:10Z [--] followers, [--] engagements "@squabard Hi John do you know if $BMNR has announced earnings date" [X Link](https://x.com/BlankMS2/status/1989117743548031176) 2025-11-13T23:46Z [--] followers, [---] engagements "Just got a chance to listen to @SharpLink call a lot of the answers were as expected so I wont go through them. Now the one bit that I find to be interesting was the talk of collateralised ETH and borrowing ETH to others for DeFi used (could be that I heard wrongly but it was briefly mentioned). For the 10Q there were two cost under ETH treasury management segment that Im curious about as highlighted below. Contractor and consulting expense : I wonder why we have any consulting fee even though its close to negligible. Asset Manager Fees : costs associated with selective external services" [X Link](https://x.com/BlankMS2/status/1989129511355773424) 2025-11-14T00:33Z [--] followers, [---] engagements "@SweatyKodi @SharpLink @joechalom Thank you" [X Link](https://x.com/BlankMS2/status/1989129782542639304) 2025-11-14T00:34Z [--] followers, [--] engagements "Just to be clear he has always provide ultra bullish price target. And sometimes he has been right like $BTC. And if we look at the PoS model of $ETH it actually fits well for a DAT as its productive (3% yield which is attributed to net income with some minor fees). If we assume that tokenisation accelerates and majority is secured via Ethereum the asset $ETH is likely to appreciate significantly. How much and when nobody knows but the fundamentals of Ethereum is improving if you look at But you are right dont jump into an investment just because someone says so. http://RWA.xyz http://RWA.xyz" [X Link](https://x.com/BlankMS2/status/1989200653919617033) 2025-11-14T05:16Z [--] followers, [---] engagements "Current market sentiment is pretty bad but thankfully I have no leverage and some cash at the side for time like these. Rough but Ill be buying the dip $SBET $BMNR $BITF @joechalom if you dont initiate share buyback at the current price I hope you have a reason why. At $10.20 ( $SBET) you are basically buying $ETH at $2550; its time to raise fund and buyback shares or $ETH. Do better people are frustrated if there are insider buying at least some of the noice will be tuned out Time to personally buy the dip to show you are all-in (not literally) for the company" [X Link](https://x.com/BlankMS2/status/1989315465299337560) 2025-11-14T12:52Z [--] followers, [---] engagements "Finally recovered from an eye injury will read the 10Q more in depth for @SharpLink. Ive checked the 13F filings and Ive seen some major changes will compile first and analyse. Also planning to read the earnings transcript to get a better understanding and if I missed anything. Will write a long report in the next post look forward to it" [X Link](https://x.com/BlankMS2/status/1989523912208912779) 2025-11-15T02:40Z [--] followers, [--] engagements "@SharpLink needs to grow their ETH concentration by at least 5% each QoQ. This is to justify SBC salaries and the risk of prolonged discount as we see now. My expectation might be high but I think $SBET can do it. ETH Concentration (EOY) 4.2" [X Link](https://x.com/BlankMS2/status/1991358224369611191) 2025-11-20T04:09Z [--] followers, [---] engagements "Blood puking swing for Thursday but Im still in the ship $SBET $BMNR $BITF" [X Link](https://x.com/BlankMS2/status/1991720481431646699) 2025-11-21T04:09Z [--] followers, [---] engagements "Just to show that Im not all talk and actually in the ship. Yes Im down badly for the year (mainly because of SBET) but Im still optimistic. My ETH thesis is still in play and I do not think AI is a bubble. Will look to DCA even more and yes Im over position in $SBET. $SBET $BMNR $BITF" [X Link](https://x.com/BlankMS2/status/1991724724586705247) 2025-11-21T04:25Z [--] followers, [---] engagements "People like to talk about conviction now its the time to prove it. $SBET $BMNR $BITF" [X Link](https://x.com/BlankMS2/status/1991790960985215448) 2025-11-21T08:49Z [--] followers, [---] engagements "Will be adding more $BMNR and $BITF too much $SBET exposure need to balance out until @SharpLink can prove that they can grow ETH concentration without ATM" [X Link](https://x.com/BlankMYS/status/1991866397249667214) 2025-11-21T13:48Z [--] followers, [---] engagements "Officially [----] shares $BITF" [X Link](https://x.com/BlankMS2/status/1991869891813716417) 2025-11-21T14:02Z [--] followers, [--] engagements "Im not panicking simply because I trust the management of the companies I invested to focus on growing shareholders value at a risk averse manner. Also I have a safety fund in case economy goes sour side investments and an income to survive. It hurts but not the end. $SBET $BITF $BMNR" [X Link](https://x.com/BlankMS2/status/1991877857799229787) 2025-11-21T14:34Z [--] followers, [--] engagements "By balance out I mean buying more of the others. Im not selling $SBET I still trust the current management. Just not adding more" [X Link](https://x.com/BlankMS2/status/1991880083423064169) 2025-11-21T14:43Z [--] followers, [---] engagements "Thats part of the reason the other is mainly because my portfolio is like 50% SBET. I think they fumbled a bit during August when they heavily diluted before earnings to acquire like +100k ETH (forgot the exact value) at an average price of like $4.7k To be honest even if ETH recover I want them to trade below $17.50 until Jan expiry from their previous deal. Im not that worried about management I think @sheffieldreport will be really good in his role. @joechalom is also an expert in risk management so I dont think there will be an issue if we enter a crypto bear market though I hope $ETH" [X Link](https://x.com/BlankMS2/status/1991882117790490889) 2025-11-21T14:51Z [--] followers, [--] engagements "My answer will be unlikely that @SharpLink provide dividend; at least in the early stage. In fact BMNR dividend is very minuscule that it might as well be negligible. I think its more of a message to investors that they COULD give out higher dividend once their staking starts in [----]. As some has complained what is the point of ETH DATs staking if their mNAV can be at a discount (risk-reward basically). For $SBET I believe @sheffieldreport is an important addition for better $ETH entry and when capital allocation. It is highly likely they are observing the crypto market to see if theres" [X Link](https://x.com/BlankMS2/status/1991885949022941477) 2025-11-21T15:06Z [--] followers, [--] engagements "Youre right I also got in early and sold early as well for a trade so I do know the timeline youre talking about. To be honest I underestimated Tom Lees connection with WallStreet. I placed more value on Joe Lubin being the founder Consensys and co-founder of ETH. My point of view is that Joseph Chalom will at least bring some WallStreet network and with Lubins knowledge of Ethereum and the entire ecosystem it will give $SBET an unfair edge in both staking and finding new promising projects. But I did not anticipate that majority of the funds will flow into BMNR which in turn lead to" [X Link](https://x.com/BlankMYS/status/1991889808139129136) 2025-11-21T15:21Z [--] followers, [--] engagements "I dont want to speculate but 🤔 Might need to add more @SharpLink. Huge if this implies what Im thinking; could be hopium speaking. $SBET" [X Link](https://x.com/BlankMYS/status/1992803285984776312) 2025-11-24T03:51Z [--] followers, [----] engagements "Im still buying the dip $SBET $BMNR $BITF Maybe there will be more pain the near term but I believe in these three companies as my core positions for next 2-3 years. @SharpLink surprise me and announce something big pls" [X Link](https://x.com/BlankMYS/status/1992971522454233268) 2025-11-24T15:00Z [--] followers, [---] engagements "Yeah but it's impressive how $BMNR can raise so much cash every week. I think my point of view of @SharpLink is that mNAV will definitely recover once $ETH sentiment changes. So that's about 18% recovery based solely on mNAV recovery and who knows how much they can grow their $ETH concentration. I think market wants to see how $SBET can raise fund in this environment. Also there's a lot of talk about MSCI delisting DATs which is a bit frustrating" [X Link](https://x.com/BlankMYS/status/1992979871673598018) 2025-11-24T15:33Z [--] followers, [---] engagements "Ive been reading a lot of unhappy @SharpLink investors lately and I think its warranted. I still trust that management will perform well but the frustration comes with the lack of $ETH concentration growth. Since late August ETH concentration was already [---] at a fully converted basis and now we are only at [----] at a fully converted basis. The growth is too slow for the risk investors are taking as staking yield does not cover the 20% potential downside risk to NAV and theres also the cost of staking + SBC. Management has been taking steps to improve communication especially with" [X Link](https://x.com/BlankMYS/status/1993129006833844303) 2025-11-25T01:26Z [--] followers, [---] engagements "Lets look at things objectively: [--]. They have roughly $37.8 million in cash [--]. They cant ATM as mNAV is below [--] [--]. Highly unlikely that they use 100% of cash to SBB or purchase ETH So I think it all depends on if they can raise any fund before ETH recovers. Therefore they likely have 1-3 more weeks before $ETH have any upwards movement if we believe the crash is caused by MM like Tom Lee said. Overall yeah it is now the best time to evaluate @joechalom and his team. If they raise fund without taking inordinate risk and continue to accumulate a reasonable amount of ETH it can provide" [X Link](https://x.com/BlankMYS/status/1993187984754213299) 2025-11-25T05:20Z [--] followers, [--] engagements "For most companies as long as business operations improve stock will appreciate. For DATs like $SBET it works the opposite way due to the ATM strategy. And for mNAV to recover @SharpLink needs to either prove that they can raise fund in a rough environment or properly communicate their differentiation to $BMNR. I would like @joechalom to provide a multi year roadmap for @SharpLink. Provide milestones and timeline then execute accordingly. To be quite frank there is no excitement around SharpLink currently. Can you really blame investors for being worried Key question is why would large" [X Link](https://x.com/BlankMYS/status/1993501143545344087) 2025-11-26T02:04Z [--] followers, [---] engagements "Personally I think $ETH is a [--] year opportunity. Or at the very least we are at an early stage example: my country (Malaysia) is known to be anti-crypto but even then a discussion paper was released by our central bank on tokenisation with a testing period of [--] years. Obviously they advocate for private chain but still need to be EVM compatible. So I think a pro-crypto country is likely to transition faster maybe [----] we will see a decent amount of RWA to be tokenise. But that's for $ETH for @SharpLink I think the next few months are critical. Either choose to compete with $BMNR or find a" [X Link](https://x.com/BlankMYS/status/1993515773177086125) 2025-11-26T03:02Z [--] followers, [--] engagements "People are ignoring @ETHZilla_ETHZ ever since the mNAV implosion. They have since pivoted away from being a pure treasury and are looking to be a player in the tokenisation business. Quite interesting curious to see how they perform in the long run. $ETHZ" [X Link](https://x.com/BlankMS2/status/1993697498234544151) 2025-11-26T15:04Z [--] followers, [---] engagements "Short interest for $SBET has risen and daily trading volume has fallen off a cliff. Cards played right could force a short squeeze @SharpLink. NFA" [X Link](https://x.com/BlankMYS/status/1993872578570801339) 2025-11-27T02:40Z [--] followers, [---] engagements "I really hope @joechalom is cooking something and announce something next week. Please tell me we accumulate ETH below $3k or at least raise some fund. @SharpLink time is ticking don't let us down. Patience doesn't mean inaction" [X Link](https://x.com/BlankMYS/status/1994417534628733187) 2025-11-28T14:46Z [--] followers, [---] engagements "@BigDipperETH @joechalom @SharpLink Agree all we can do is speculate and trust them to execute well" [X Link](https://x.com/BlankMYS/status/1994575379806523421) 2025-11-29T01:13Z [--] followers, [--] engagements "@BlueCapMarkets @joechalom @SharpLink Yeah a partnership is welcome as well. Hopefully something to do with raising fund" [X Link](https://x.com/BlankMYS/status/1995272207480840240) 2025-11-30T23:22Z [--] followers, [--] engagements "I guess @SharpLink has another chance to accumulate $ETH below 3k. Really dont understand why leverage isnt more regulated. It is literally gambling on steroids at this point. $SBET" [X Link](https://x.com/BlankMYS/status/1995297420427882839) 2025-12-01T01:02Z [--] followers, [---] engagements "Im still holding off on increasing my position in @SharpLink until they demonstrate sustained growth in their ETH concentration. $SBET already benefits from staking rewards and the @Consensys partnership positions them to identify top emerging projects ahead of other DATs. If @joechalom doesnt deliver ETH concentration growth by EOY stock awards should be canceledas @ETHZilla_ETHZ did to enforce accountability. Thats the standard we demand. (Yes I use Grok to fix my grammar )" [X Link](https://x.com/BlankMYS/status/1995794040860672249) 2025-12-02T09:55Z [--] followers, [---] engagements "@SharpLink @joechalom @sheffieldreport are we seriously not accumulating any $ETH below $3000 Also can we have an update on the Linea partnership You cant expect us to just sit and watch $BMNR report accumulation every week" [X Link](https://x.com/BlankMYS/status/1995872768504857065) 2025-12-02T15:08Z [--] followers, [---] engagements "I cant deny that its frustrating watching $BMNR accumulating $ETH every week while $SBET continues to be on autopilot. @joechalom are we seriously just waiting for $ETH to climb or crash Can we not purchase a small amount Like whats the actual strategy: both short term and long term. Also can we please get an update on the @LineaBuild partnership Its December and ETH concentration has been stagnant ever since late August. Dont we deserve at least some clarity on the direction of @SharpLink Like all the interviews has been about $ETH and that we are at the early innings but what if the score" [X Link](https://x.com/BlankMYS/status/1995875214039941606) 2025-12-02T15:18Z [--] followers, [---] engagements "Yeah never fall in love with a company. I want to see calculated execution from the management team not a management that goes autopilot in a bear market. A Mark Zuckerberg year of efficiency would be perfect shutdown the affiliate marketing operation immediately and reduce staff if needed. SBC should be reduced immediately if stock performs badly and ETH concentration is stagnant" [X Link](https://x.com/BlankMYS/status/1995884617770193277) 2025-12-02T15:55Z [--] followers, [--] engagements "Every investor in @SharpLink is bullish on the long term outlook of $ETH. What we want is for management to communicate better in their vision of the company and clarity in the stock award program. If @joechalom and his team fail to grow ETH concentration it will be a slap in the face to investors if they get rewarded. Obviously if they perform well then they deserve to be rewarded. Also I think it is fair for us to ask management to provide their target yield for [----] and going forward. There should be a quarterly target so that accountability is maintained. I was sure that $SBET could at" [X Link](https://x.com/BlankMYS/status/1996175895430652022) 2025-12-03T11:13Z [--] followers, [---] engagements "@SharpLink I really hope we can say the same thing about $SBET as well" [X Link](https://x.com/BlankMYS/status/1996199220710404606) 2025-12-03T12:45Z [--] followers, [---] engagements "I own both $BMNR and $SBETboth could moon if the $ETH thesis plays out. Lately hype has moved to @BitMNR (fair) but Im here for $SBET. @SharpLink + @Consensys gives us something unique: ability to actively invest in Ethereum projects and compound yields via staking/DeFithe true flywheel. This is the Berkshire Hathaway of Ethereum vision @ethereumJoseph laid out. @fundstrat pushes $BMNR on liquidity & scale. Time for @joechalom to spotlight what makes $SBET different" [X Link](https://x.com/BlankMYS/status/1996590793440600319) 2025-12-04T14:41Z [--] followers, [---] engagements "The climb is slow but the peak is high. $SBET @SharpLink" [X Link](https://x.com/BlankMYS/status/1996606249476219003) 2025-12-04T15:43Z [--] followers, [---] engagements "Its about time for @SharpLink to show some development hopefully @joechalom managed to attract some funding. We cant end the year with less than 5% $ETH concentration growth QoQ. If ETH concentration is less than [---] SBC better come down as well. Stock award should be halted until ETH concentration shows some growth staking is not enough to justify any reward. $SBET" [X Link](https://x.com/BlankMYS/status/1998016199930880390) 2025-12-08T13:05Z [--] followers, [--] engagements "Its slow but mNAV is slowly recovering for $SBET. All it takes is one good news from @SharpLink for violent upswing. Low volume and short interest at 10% sets up for a good rally" [X Link](https://x.com/BlankMYS/status/1998408928041070989) 2025-12-09T15:06Z [--] followers, [---] engagements "In the end its all about $ETH concentration for a DAT. If $SBET can grow their $ETH concentration consistently then its worth taking on the risk. Its not an easy hold and communication can be frustrating but I hope @joechalom and @ethereumJoseph dont let us investors down. Not accumulating any $ETH below $3000 is really questionable imo" [X Link](https://x.com/BlankMYS/status/1998426675663847701) 2025-12-09T16:17Z [--] followers, [---] engagements "The difference in branding and marketing between @SharpLink and @BitMNR is shocking. Note: Ive attached just two slides from $BMNR weekly update to compare against an entire post from $SBET. @joechalom @sheffieldreport @mandyzcamp @mcamarda0 Why is $SBET the only DAT that's not willing to share anything about differentiation or expected annual yield $BMNR : 2.9% $BTBT : 3.05% $SBET : "we are focused on a risk-adjusted yield"" [X Link](https://x.com/BlankMYS/status/1998593564390133911) 2025-12-10T03:20Z [--] followers, [---] engagements "Ive been critical of @SharpLink and the management team because I believe in their long term success. Simply put I want them to be able to compete with $BMNR or differentiate themselves. $SBET will be one of the big winners if the $ETH thesis plays out but how big is dependent on @joechalom and his team" [X Link](https://x.com/BlankMYS/status/1999135490516402521) 2025-12-11T15:13Z [--] followers, [---] engagements "I feel bad for $ETHZ shareholders I hope that shareholders can forced the current management out or at least change the board. @ETHZilla_ETHZ there will be legal consequences. Selling $ETH to buyback shares is bad but not awful. Selling $ETH for some startup investment is crazy" [X Link](https://x.com/BlankMYS/status/1999280650000732414) 2025-12-12T00:50Z [--] followers, [---] engagements "Ngl Im disappointed in @SharpLink Q4 performance hopefully @joechalom and his team can do better in [----]. Q4 $ETH concentration growth is too low just shows you how reliant DATs are to the ATM strategy. $SBET needs to find a way to justify a premium other than staking. DATs that are not actively managed are not better than staked ETFs differentiation is a MUST. What Im looking for in the Q4 report will be the expense and stock awards staking is not pure net income. https://twitter.com/i/web/status/2003659101071638992 https://twitter.com/i/web/status/2003659101071638992" [X Link](https://x.com/BlankMYS/status/2003659101071638992) 2025-12-24T02:48Z [--] followers, [---] engagements "The crazy thing about $SBET at sub $9 is that you are buying $ETH at $2250 level assuming ETH concentration stays at [--]. At near 30% discount to NAV @joechalom needs to heavily consider SBB and it wont sound crazy if they sell a portion of their weekly staking rewards to put a floor in the price. Never touch the core $ETH stacked but be flexible with the yield. And yes Ive started to accumulate more $SBET at a slower pace and smaller quantity. https://twitter.com/i/web/status/2005120601271480610 https://twitter.com/i/web/status/2005120601271480610" [X Link](https://x.com/BlankMYS/status/2005120601271480610) 2025-12-28T03:36Z [--] followers, [---] engagements "Ending the year [----] my top [--] positions are: $SBET $BITF $BMNR Rough way to end the year but volatility is to be expected just didnt think it will be this violent. Theres also a few other positions that Im adding into but these are my core. Lets hope [----] is the year of Ethereum https://twitter.com/i/web/status/2005124660007240145 https://twitter.com/i/web/status/2005124660007240145" [X Link](https://x.com/BlankMYS/status/2005124660007240145) 2025-12-28T03:52Z [--] followers, [----] engagements "Officially accumulated [----] shares of $BITF Not planning to post any analysis on this company because there are already plenty of good research done by @TheKamaHsutra But basically I trust @hashoveride will execute well in their transition into HPC infrastructure" [X Link](https://x.com/BlankMYS/status/2005550898014273979) 2025-12-29T08:06Z [--] followers, [---] engagements "If the [--] year cycle of crypto gets broken and $ETH goes into super cycle $SBET will be able to restore their mNAV. However if @SharpLink wants to command a premium like $BMNR they have to show investors that they provide value above a staking ETF. How Thats for @joechalom and his team to figure out. Basically the market wants prove that DATs deserve a premium especially when you are in 2nd place. https://twitter.com/i/web/status/2005689006433132731 https://twitter.com/i/web/status/2005689006433132731" [X Link](https://x.com/BlankMYS/status/2005689006433132731) 2025-12-29T17:14Z [--] followers, [---] engagements "Do I increase my $BMNR position to [---] shares or $SBET to [----] shares first Tough choices to be made" [X Link](https://x.com/BlankMYS/status/2005885664538067139) 2025-12-30T06:16Z [--] followers, [---] engagements "I'm disappointed that we didn't get any SBB news from @SharpLink but I'll remain patient. Weekly yield is improving so that's the positive. I just don't understand what is stopping @joechalom and team to sell portion of staking reward to put a floor in the price of $SBET. It just makes a lot of sense to do so or am I missing something https://twitter.com/i/web/status/2005995180596551814 https://twitter.com/i/web/status/2005995180596551814" [X Link](https://x.com/BlankMYS/status/2005995180596551814) 2025-12-30T13:31Z [--] followers, [---] engagements "@CryptoLion2323 @SharpLink @joechalom Wouldnt they want the PPC contracts to expire worthless Only way it is exercise is if $SBET is trading above $17.5; which acts as a dilution. Im assuming that the only way $SBET gets above $17.50 is if $ETH is trading above $4000" [X Link](https://x.com/BlankMYS/status/2006033464991121650) 2025-12-30T16:03Z [--] followers, [---] engagements "Yes I got a blue tick to comment on future @ETHZilla_ETHZ post. My dedication to flame their management for decimating shareholder value is that strong. $ETHZ has lost all trust but some shareholders are trying to save the company. Management needs to stand down or hold a livestream Q&A with @capybaraReborn so that tough questions can be asked. https://twitter.com/i/web/status/2006226190449926241 https://twitter.com/i/web/status/2006226190449926241" [X Link](https://x.com/BlankMYS/status/2006226190449926241) 2025-12-31T04:49Z [--] followers, [----] engagements "@SharpLink @joechalom Happy New Year" [X Link](https://x.com/BlankMYS/status/2006534697908842946) 2026-01-01T01:15Z [--] followers, [---] engagements "People keep asking what if @fundstrat is wrong but what if he is right 😶 $ETH DATs are fundamentally better than $BTC DATs because the underlying asset is productive. Imagine the number of financial tools they can create. The key thing for $SBET is how they can differentiate from $BMNR but both will appreciate significantly if $ETH is in a supercycle. https://twitter.com/i/web/status/2006915489759736294 https://twitter.com/i/web/status/2006915489759736294" [X Link](https://x.com/BlankMYS/status/2006915489759736294) 2026-01-02T02:28Z [--] followers, [---] engagements "2026: $ETH : $6500 $SBET - +$40 (assuming ETH concentration increases to [--] and mNAV of 1.25) $BMNR - +$100 (ETH concentration increases to [--] and mNAV of 1.5) The redemption arc is starting" [X Link](https://x.com/BlankMYS/status/2007012348016603518) 2026-01-02T08:53Z [--] followers, [---] engagements "Just a reminder that $SBET at current price is basically buying $ETH below $2500 with institutional level staking. With the way @SharpLink has been teasing us of an upcoming news January will be an interesting month" [X Link](https://x.com/BlankMYS/status/2007246706409439378) 2026-01-03T00:24Z [--] followers, [---] engagements "My portfolio is basically built on two themes: Tokenisation and AI $SBET $BMNR $BITF $RDW" [X Link](https://x.com/BlankMYS/status/2007791541629378847) 2026-01-04T12:29Z [--] followers, [---] engagements "My current holding: $SBET : [----] shares $BMNR: [---] shares I still think $SBET at $10 is criminal. Their management is still fresh but if you look at track record they are built for the long term. $ETH holding are fully staked and earn at yield of +3% BEFORE Linea deployment. Compressed stock usually make their recovery in a short period of time same thing happened with $AMD Lastly management has been trading some kind of news. Not sure what it is but any action will be deemed positive unless its selling $ETH. https://twitter.com/i/web/status/2007988600928182767" [X Link](https://x.com/BlankMYS/status/2007988600928182767) 2026-01-05T01:32Z [--] followers, [---] engagements "@therollupco @joechalom @robbie_rollup @SharpLink Looks interesting cant wait for the full episode. Hopefully we get some hints on what to be expected for $SBET" [X Link](https://x.com/BlankMYS/status/2008168097656787401) 2026-01-05T13:25Z [--] followers, [--] engagements "As a $SBET holder I understand the criticism of @SharpLink . Investors expected them to capitalize on the $ETH downturn to accumulate more but they sat on their hands. The lack of a Share Buyback (SBB) is also baffling especially with mNAV compressed to a near 30% discount. Im also a firm believer that management should personally buy shares to demonstrate convictionQ4 was silent which is disappointing. HOWEVER the thesis for $SBET winning the ETH supercycle is intact: [--]. Elite Risk Management: We watched $ETHZ collapse from toxic leverage/funding. CEO @joechalom (ex-BlackRock) has" [X Link](https://x.com/BlankMYS/status/2008401726500671559) 2026-01-06T04:54Z [--] followers, [---] engagements "@LordYapper @SharpLink Agree not sure how MAVAN works out but $SBET definitely provides the best yield while properly managing risk" [X Link](https://x.com/BlankMYS/status/2008410710385324485) 2026-01-06T05:30Z [--] followers, [---] engagements "$ETH has broken $3300 Next stop $3650; break that we go back to $4000 The supercycle is looking real now 😶 if @SharpLink report some good news today it will be perfect. $ETH : $6500 $BMNR: $100 $SBET : $40" [X Link](https://x.com/BlankMYS/status/2008546344487841866) 2026-01-06T14:29Z [--] followers, [---] engagements "@Kalshi With the amount of data they have its looking like a good buy" [X Link](https://x.com/BlankMYS/status/2008707474841628755) 2026-01-07T01:09Z [--] followers, [---] engagements "Officially accumulated [----] shares of $SBET Its been a rough journey but the destination should be rewarding" [X Link](https://x.com/BlankMYS/status/2008719736998400094) 2026-01-07T01:58Z [--] followers, [----] engagements "Why did Morgan Stanley decide to choose $SOL over $ETH Ill let Gemini answer: It seems counter-intuitive to skip Ethereum but from an investment banking strategy it makes perfect sense: The Ethereum Market is "Full": BlackRock Fidelity and Grayscale already dominate the Ethereum ETF market. If Morgan Stanley launches an ETH ETF now they are fighting for scraps in a crowded room. The Solana Opportunity (First Mover): There is no "BlackRock Solana ETF" yet. By filing for SOL now Morgan Stanley positions itself to own the market share for the "next big asset" rather than being 5th place in" [X Link](https://x.com/BlankMYS/status/2008859891209998845) 2026-01-07T11:14Z [--] followers, [---] engagements "@WatcherGuru Oh here we go What happened to the FUD now 😂" [X Link](https://x.com/BlankMYS/status/2008862788844986816) 2026-01-07T11:26Z [--] followers, [--] engagements "I can write a long thread about my reasonings and trust me Ive criticised the management heavily already. But long story short ATM strategy stalled because there are no major buyers unlike $BMNR so they couldnt grow their $ETH concentration fast. So I think market wants $SBET to prove they are worth the risk especially with staking ETFs available. My personal believe is that $SBET made a blunder in August before Q2 earnings call where they ATM heavily to buy $ETH at +$4600 to remain ahead of $BMNR. However $ETH then crashed and their mNAV compressed heavily leading them to fall behind. (Ill" [X Link](https://x.com/BlankMYS/status/2009087686506930375) 2026-01-08T02:20Z [--] followers, [---] engagements "@SharpLink @LineaBuild @eigencloud @ether_fi Good job keep growing the yield" [X Link](https://x.com/BlankMYS/status/2009264754951397851) 2026-01-08T14:03Z [--] followers, [---] engagements "I've been talking about $SBET and $BMNR only recently but I'm still extremely bullish on $BITF. They are one contract away from a re-rating and we already know that the base offer for their Washington site is $140 per kW/month if they go for colocation. I trust @hashoveride judgement if he thinks cloud strategy is the best then it likely is. https://twitter.com/i/web/status/2009268419292745944 https://twitter.com/i/web/status/2009268419292745944" [X Link](https://x.com/BlankMYS/status/2009268419292745944) 2026-01-08T14:18Z [--] followers, [---] engagements "@minchoi Wow it actually looks good" [X Link](https://x.com/BlankMYS/status/2009468566622683493) 2026-01-09T03:33Z [--] followers, 44.4K engagements "Prior to $SBET I was heavily invested in $AMD and basically followed every news. With this pullback it might be time to revisit" [X Link](https://x.com/BlankMYS/status/2009470217559417021) 2026-01-09T03:40Z [--] followers, [---] engagements "Just to show that I aint kidding when I say heavily invested prior to $SBET. My main thesis for $AMD was always that hyperscalers want optionsthey cant just rely on $NVDA. The skepticism was valid: The Instinct series was originally a conversion from supercomputer hardware to AI workloads. When MI300 launched it wasnt built purely for AI from the ground up like Hopper and ROCm couldnt touch CUDA. But I remained convinced that @LisaSu could bridge that gapespecially with @AnushElangovan leading the software turnaround. I also like their transparency with partners and the strategic push for" [X Link](https://x.com/BlankMYS/status/2009476625461834052) 2026-01-09T04:05Z [--] followers, [---] engagements "The only way Im willing to trim my $SBET position is either: [--]. $ETH fundamentals break [--]. Management blunder like $ETHZ [--]. $SBET reaches +$40 trim a few hundred shares for position sizing Other than that Im not touching it unless Im adding" [X Link](https://x.com/BlankMYS/status/2009485481814446131) 2026-01-09T04:40Z [--] followers, [---] engagements "@PetriCapital Was thinking about CSPs maybe will do the same in the near future. Yeah as long as fundamentals keep improving mNAV will recover. Then during the FOMO pump our premium should expand" [X Link](https://x.com/BlankMYS/status/2009496042925175039) 2026-01-09T05:22Z [--] followers, [--] engagements "First option that Ive sold. Yes I dont mind buying $SBET if it falls to $9" [X Link](https://x.com/BlankMYS/status/2009658059543724334) 2026-01-09T16:06Z [--] followers, [----] engagements "When youre out drinking and clubbing but your mind is focused on your investment ( $SBET) and how I should strategies for [----]. Also have to look for ways to grow my business😅. Its getting competitive right now many Chinese companies migrating to Malaysia rough. But competition forces you to grow out of your comfort zone fun times. Am I drunk Maybe. Have no idea why Im ranting https://twitter.com/i/web/status/2010047982704705722 https://twitter.com/i/web/status/2010047982704705722" [X Link](https://x.com/BlankMYS/status/2010047982704705722) 2026-01-10T17:55Z [--] followers, [---] engagements "Hear me out. Lets assume @SharpLink can grow their $ETH concentration by 25% 18% and 10% in the next three years. That would put ETH concentration at [--] [---] and [---] IF it really is a supercycle and lets say $ETH gets to a price of: [----] - $6500 (Test period for institutional adoption as we see more ETFs and tokenisation talks) [----] - $12000 (if [----] return is positive [--] year cycle is broken and I think more FOMO and meaningful adoption takes place) [----] - $18000 ( BTC halving cycle and exponential adoption) Price of $SBET at mNAV of [--] would be: [----] - $32.5 [----] - $70.8 [----] - $117 Yes its" [X Link](https://x.com/BlankMYS/status/2010191701449834910) 2026-01-11T03:27Z [--] followers, [--] engagements "@ghostmma55 @tommyshelb26946 @SharpLink I think it wil be around [---] mNAV (peak) but Im trying to show that its possible for NAV to realistically be $100 per share. $SBET needs to command a premium to be able to reach the target ETH concentration I mentioned" [X Link](https://x.com/BlankMYS/status/2010321095489106198) 2026-01-11T12:01Z [--] followers, [---] engagements "Wait a minute Malaysian Communications and Multimedia Commission (MCMC) has blocked @grok app in Malaysia 💀 You know I understand the danger of deepfakes etc. that comes with the image and video generation feature but can we truly say that Malaysians are better without Grok I doubt it each LLMs model has their strengths and tracking each innovation is vital to ensure that we dont get left behind. Hopefully @elonmusk and @xai team can find a way to remove this block. I genuinely think Grok is and will continue to be one of the top AI models. #Malaysia" [X Link](https://x.com/BlankMYS/status/2010323928439558168) 2026-01-11T12:12Z [--] followers, [--] engagements "Guys if $BMNR has the support of Koreans can we get a country to support $SBET @joechalom its time to find a huge accumulator like the retail Koreans or Cathie Wood I recommend the Saudis" [X Link](https://x.com/BlankMYS/status/2010685926771761484) 2026-01-12T12:10Z [--] followers, [---] engagements "Will be upping my accumulation target: $SBET - [----] $BMNR - [---] $BITF - 3500" [X Link](https://x.com/BlankMYS/status/2010710010968551936) 2026-01-12T13:46Z [--] followers, [---] engagements "Didnt expect it to get filled but Ill take it. This will allow me to achieve one of my accumulation goal : [----] shares of $BITF ✅" [X Link](https://x.com/BlankMYS/status/2010734493704053043) 2026-01-12T15:23Z [--] followers, [---] engagements "@cryptorover Lets stop spreading FUD its just rebalancing of ETF" [X Link](https://x.com/BlankMYS/status/2010963756474618224) 2026-01-13T06:34Z [--] followers, [---] engagements "@materkel I agree $ETH holding $3k when money is risk off shows you how much the fundamentals has improved over the years. Now imagine when interest rate fall and FOMO comes in. We are not bullish enough" [X Link](https://x.com/BlankMYS/status/2010967134239891661) 2026-01-13T06:48Z [--] followers, [--] engagements "All $BMNR holders should vote yes and support @fundstrat Why Because they are the only $ETH DAT that maintains a premium to mNAV after the 10-10 liquidation day. The Tom Lee premium is built upon the trust he has earned from his long tenure in JP Morgan and Fundstrat . Nothing that he has done warrants any concern and while the timeline has changed the thesis has not. https://twitter.com/i/web/status/2010975668679688316 https://twitter.com/i/web/status/2010975668679688316" [X Link](https://x.com/BlankMYS/status/2010975668679688316) 2026-01-13T07:22Z [--] followers, [---] engagements "Once the premium for $SBET gets better will be looking to sell some covered calls. The premium will likely be used to lower my average and reach the accumulation goal of [----] shares. Ofc I won't risk the entirety of my holdings just a portion. We are only at the early stage of the Ethereum supercycle. Today will be looking forward to the weekly report. Hopefully we will see $LINEA on the balance sheet. @joechalom time to get another deal once the warrant expires https://twitter.com/i/web/status/2011017569319469318 https://twitter.com/i/web/status/2011017569319469318" [X Link](https://x.com/BlankMYS/status/2011017569319469318) 2026-01-13T10:08Z [--] followers, [---] engagements "Good CPI numbers + $SBET weekly report + $BITF Needham Growth Conference Let's make it a special day" [X Link](https://x.com/BlankMYS/status/2011070594373259526) 2026-01-13T13:39Z [--] followers, [---] engagements "Accumulation goals: $BITF - [----] shares ✅ $SBET - [----] shares (in-progress) $BMNR - [---] shares (in-progress) Im convinced $ETH supercycle has barely started people are not bullish enough. NFA" [X Link](https://x.com/BlankMYS/status/2011079259364999608) 2026-01-13T14:13Z [--] followers, [---] engagements "We are getting to a point where weekly yield is consistently [---] now. Slowly but surely. SharpLink generated [---] $ETH in staking rewards last week. This brings our total cumulative staking rewards to [-----] $ETH since the inception of our treasury. Were compounding rain or shine. https://t.co/ZTS8Fpn6vE SharpLink generated [---] $ETH in staking rewards last week. This brings our total cumulative staking rewards to [-----] $ETH since the inception of our treasury. Were compounding rain or shine. https://t.co/ZTS8Fpn6vE" [X Link](https://x.com/BlankMYS/status/2011084666913300777) 2026-01-13T14:35Z [--] followers, [---] engagements "So I have accumulated [---] shares of $BMNR but I have sold covered call LEAPs (1 year) with a strike price of $85. The premium provides a yield of approximately 14% (before the overnight pump); after fees it's probably around 13%. Using the premium I have lowered my average cost for $BMNR. I dont really like the premium for $SBET and will only consider CSP. NFA; also like and follow if you like these types of content https://twitter.com/i/web/status/2011259172738998278 https://twitter.com/i/web/status/2011259172738998278" [X Link](https://x.com/BlankMYS/status/2011259172738998278) 2026-01-14T02:08Z [--] followers, [---] engagements "@SpaceInvestor_D @kingtutcap @joechalom is also the guy who led Blackrock Digital asset ETFs ($IBIT $ETHA)" [X Link](https://x.com/BlankMYS/status/2011317196308488208) 2026-01-14T05:59Z [--] followers, [--] engagements "A summary of $BITF Needham growth conference [----] by Gemini : Strategic Pivot: From Bitcoin to "Vera Rubin" AI - Infrastructure Leapfrog: Bitfarms is skipping NVIDIAs current Blackwell architecture. 99% of their [--------] portfolio is being built specifically for NVIDIAs next-generation Vera Rubin GPUs (shipping Q4 2026). - Asset Incompatibility: Management believes Vera Rubin chips require infrastructure that is largely incompatible with Blackwell-designed sites creating a massive supply-demand gap they intend to exploit for premium rates in [----]. - Avoidance of Texas: Bitfarms is" [X Link](https://x.com/BlankMYS/status/2011349654928323066) 2026-01-14T08:08Z [--] followers, [---] engagements "Why I will continue to be bullish on $SBET: [--]. It's horrendously undervalued. mNAV should never be below [--] for a management team comprising @ethereumJoseph and @joechalom not to mention their recent hires. [--]. We are in the early stages of the $ETH supercycle. There are many catalysts for 2026: - CLARITY Act - Lower interest rates - Glamsterdam Upgrade (which improves TPS) and the Hegota Upgrade (a critical technical fix for Ethereum's longevity) - Staking ETH ETFs from major institutions (BlackRock Morgan Stanley VanEck Grayscale and Fidelity) - Tokenization has just begun to transition from" [X Link](https://x.com/BlankMYS/status/2011435633496175090) 2026-01-14T13:50Z [--] followers, [----] engagements "You know if $BMNR really hits +$85 by [--] Jan [----] I will be forced to sell [---] shares of $BMNR. I did use the premium to average down but it will be a long wait before theta eats up the price of the contract. I dont regret it as 14% yield at 3x the price seems like a good deal. But awful timing in my part. A lesson to be learned. https://twitter.com/i/web/status/2011459268395089961 https://twitter.com/i/web/status/2011459268395089961" [X Link](https://x.com/BlankMYS/status/2011459268395089961) 2026-01-14T15:23Z [--] followers, [---] engagements "Next week Im looking to see if $SBET management will announce share buybacks. My belief is that the warrant from the capital raise (exp [--] Jan 2026) hinder management from SBB. Im just guessing because I cant think of another reason of not buying back shares at mNAV0.8 I trust that @joechalom will do the right thing. https://twitter.com/i/web/status/2011462121780130096 https://twitter.com/i/web/status/2011462121780130096" [X Link](https://x.com/BlankMYS/status/2011462121780130096) 2026-01-14T15:35Z [--] followers, [---] engagements "Ok my $BITF call is getting cooked. I need $BITF to be back above $3 by Feb [--] [----]. Aint no way people are bearish after the conference 😑 I thought it was clear that deals werent going to be announced anytime soon or at least until +$170/kW is offered" [X Link](https://x.com/BlankMYS/status/2011464010236113033) 2026-01-14T15:42Z [--] followers, [---] engagements "@stockbrokezhbh5 I own both and I think there will be multiple winners even if one of them is lagging" [X Link](https://x.com/BlankMYS/status/2011467103845621958) 2026-01-14T15:55Z [--] followers, [--] engagements "The newly appointed chair shows you the commitment of $BITF to fully commit to North America pivot. As an investor some will say Im biased (maybe) so here is Gemini summary: Bitfarms appointed Edie Hofmeister as Chair of the Board primarily to facilitate its strategic move to redomicile to the United States. Why Bitfarms Appointed Her The decision is a strategic governance play rather than an operational one. Bitfarms is pivoting its corporate home to the U.S. to access deeper capital markets and improve eligibility for U.S. stock indices. Hofmeister was chosen because: U.S. Legal &" [X Link](https://x.com/BlankMYS/status/2011475710012248546) 2026-01-14T16:29Z [--] followers, [---] engagements "They have $40 million in cash if Im not mistaken. I also think they can announce they will sell maybe a portion of staking yield (example: [---] ETH from the 500) in order to buyback shares as its accretive to shareholders. Or use staking yield to finance debt remember they did mentioned it once. They definitely could fix the issue you mentioned. In fact I was extremely critical about the isssue with graphics in the Q3 X post. Should NEVER happen since that is an intern lv mistake. https://twitter.com/i/web/status/2011582975490867514 https://twitter.com/i/web/status/2011582975490867514" [X Link](https://x.com/BlankMYS/status/2011582975490867514) 2026-01-14T23:35Z [--] followers, [--] engagements "Ok initially I was concerned about investing in Beast Industries because I never heard of it and have no idea what kind of revenue and balance sheet they have. It seems to include @MrBeast channel but at a $5 Billion valuation 😶( $BMNR owns 4%) Will see what @fundstrat has to say not against it however valuation seems crazy without any details. https://twitter.com/i/web/status/2011783655044366425 https://twitter.com/i/web/status/2011783655044366425" [X Link](https://x.com/BlankMYS/status/2011783655044366425) 2026-01-15T12:52Z [--] followers, [---] engagements "Now that $BMNR owns part of Mr.Beast brand does that mean most of Gen Z and Gen Alpha will be $ETH holders 🤔 Im just saying it might be a brilliant move to regain mNAV premium. We can no longer say $BMNR is just an $ETH DAT. They are an investment holding company" [X Link](https://x.com/BlankMYS/status/2011784921585762603) 2026-01-15T12:57Z [--] followers, [---] engagements "If someone were to put me in a lie detector and ask me if Im starting to regret making $SBET my major bet over $BMNR Im not sure if Im passing that test. @joechalom @ethereumJoseph if @fundstrat really gets Vitalik to join $BMNR and we do not have anything other than Linea a lot of $SBET holders will start doubting their investment. Im just being honest. https://twitter.com/i/web/status/2011792007610642799 https://twitter.com/i/web/status/2011792007610642799" [X Link](https://x.com/BlankMYS/status/2011792007610642799) 2026-01-15T13:26Z [--] followers, [---] engagements "How I feel about $SBET Im still fking bullish but let me rant a bit" [X Link](https://x.com/BlankMYS/status/2011797562685341977) 2026-01-15T13:48Z [--] followers, [----] engagements "@JoeyTradesOnX Welcome back bro. Only few $SBET bulls left" [X Link](https://x.com/BlankMYS/status/2011941440197443610) 2026-01-15T23:19Z [--] followers, [---] engagements "So no Vitalik or Sam Altman What was that video about then $BMNR So confusing" [X Link](https://x.com/BlankMYS/status/2011955555548774747) 2026-01-16T00:15Z [--] followers, [---] engagements "@JoeyTradesOnX @joechalom @ethereumJoseph @fundstrat No but there was a video circulating where Tom Lee says Vitalik and Sam Altman will be attending the Bitmine Conference" [X Link](https://x.com/BlankMYS/status/2011977107296141348) 2026-01-16T01:41Z [--] followers, [--] engagements "@SharpLink @joechalom @ethereumJoseph If this doesnt motivate you to do better I dont know what will. People are split on the Beast Industries investment for $BMNR this is the perfect time to be pitching to investors who wants ONLY $ETH related exposure. We have $40 million in cash it doesnt need to stay idle but I understand you need cash reserves for emergency. Marketing needs to be improved and I wish you can just give an estimated target yield. There are many things you can do that doesnt require expenditure. If you are going to get stock award you better be actively managing the company." [X Link](https://x.com/BlankMYS/status/2012019444827169016) 2026-01-16T04:29Z [--] followers, [---] engagements "To all $BMNR holders including @amitisinvesting if you want a DAT that focuses solely on $ETH and also have an advantage in the DeFi space that's $SBET. Attached is a picture of @joechalom Former Head of Digital Assets Strategy @ BlackRock and CURRENT CEO of @SharpLink. He is the definition of risk management. Oh and we also have @ethereumJoseph CO-FOUNDER of Ethereum and CEO of Consensys. New protocols that are worth supporting will first be discovered by $SBET - that's the advantage. $SBET is currently trading below NAV with a discount of almost 25%. For those who don't like moonshot" [X Link](https://x.com/BlankMYS/status/2012026308033986604) 2026-01-16T04:57Z [--] followers, [----] engagements "@Futurenvesting @VukajIlir91807 That's $SBET" [X Link](https://x.com/BlankMYS/status/2012030586765131895) 2026-01-16T05:14Z [--] followers, [---] engagements "What I realise watching the YouTube finance influencers is that what they want is literally $SBET. The entire Q3 earning call of SharpLink is about $ETH. No hype no price target just implications. $SBET has also deployed their ETH to support projects like @LineaBuild which supports the Ethereum ecosystem. I really hope @joechalom will be invited to @amitisinvesting show once feels like a match made in heaven. https://twitter.com/i/web/status/2012040374538375310 https://twitter.com/i/web/status/2012040374538375310" [X Link](https://x.com/BlankMYS/status/2012040374538375310) 2026-01-16T05:53Z [--] followers, [---] engagements "I was disappointed but it happens I guess. More confused with why did Vitalik or Sam Altman not participate. I think Vitalik was going to be there but cancelled since someone from EF was there. No idea on Sam Altman. Like those guest were the reason why some of us were excited. https://twitter.com/i/web/status/2012079147296931925 https://twitter.com/i/web/status/2012079147296931925" [X Link](https://x.com/BlankMYS/status/2012079147296931925) 2026-01-16T08:27Z [--] followers, [--] engagements "I feel like I word it pretty badly since it was more of a joke tweet. I have no idea how Beast Industries relates to DeFi or ETH but it does acts as a diversification. What most are concern other than it's relation to ETH the valuation seems high. We don't really haveany detail other than the fact it's Mr.Beast The app is confusing as well but you're right. It doesn't matter as long as ETH goes up. Though I think $SBET is better for PURE ETH exposure. I like $BMNR because of it's scale and the ability to do moonshot funded by their staking yield." [X Link](https://x.com/BlankMYS/status/2012174099242750117) 2026-01-16T14:44Z [--] followers, [--] engagements "He has a brand and I think he feels pressured to provide PT to drive hype. Like most non-crypto people will now think of Tom Lee when you say ETH (other than Vitalik). He is good for Ethereum but I feel like most people thesis matched directly to $SBET strategy rather than $BMNR. It's just SBET don't really have much media exposure. https://twitter.com/i/web/status/2012176952304804273 https://twitter.com/i/web/status/2012176952304804273" [X Link](https://x.com/BlankMYS/status/2012176952304804273) 2026-01-16T14:55Z [--] followers, [---] engagements "I wonder what benefit will $SBET get from the initial deployment in Linea (like first mover benefit/reward). Also it will be perfect if we can any member of the @SharpLink team to @amitisinvesting podcast for more exposure or someone (@Futurenvesting etc.) with a good following in the TradFi space. Literally just update the September presentation slide and pitch to them. Im certain they will be interested. We should strike when the opportunity is here Either @joechalom or @sheffieldreport will be our representatives Im extremely confident in $SBET as a high quality $ETH proxy." [X Link](https://x.com/BlankMYS/status/2012352309033054662) 2026-01-17T02:32Z [--] followers, [---] engagements "Also my fellow $SBET holders enjoy the long break. We close at $11 and its just the beginning. Clarity Act is delayed not dead Ethereum fundamentals are improving and management WILL find a way to increase $ETH concentration. WE ARE EARLY NOT WRONG" [X Link](https://x.com/BlankMYS/status/2012353316798578917) 2026-01-17T02:36Z [--] followers, [---] engagements "@PetriCapital Yes sir we can write EARLY SBET investor in the future 😎" [X Link](https://x.com/BlankMYS/status/2012357655654965741) 2026-01-17T02:53Z [--] followers, [--] engagements "Why I believe $SBET is OVERLOOKED and SIGNIFICANTLY mispriced. (Read point [--] if you want something most people missed) 1) World class management Check slide [--] for the credentials of @joechalom and @ethereumJoseph . Furthermore they have recently bolstered their team with a CIO CDO and CMO (@sheffieldreport @mcamarda0 @mandyzcamp ). 2) Building an actual business that earn ETH denominated revenue (Check slide 2) From a podcast with @wealthion in Sep [----] Chalom states: "And then finally when we look back I hope we've built a business or two that is helping support some transaction life cycle" [X Link](https://x.com/BlankMYS/status/2012371065495011826) 2026-01-17T03:47Z [--] followers, [----] engagements "@QeYcc @PetriCapital I think combination of some BMNR holders wanting an alternative and the short interest plays a role. But yeah ironic" [X Link](https://x.com/BlankMYS/status/2012371367174537228) 2026-01-17T03:48Z [--] followers, [--] engagements "@joechalom @ethereumJoseph All slides are from September [--] [----] investor presentation Check their website for more information https://investors.sharplink.com/ https://investors.sharplink.com/" [X Link](https://x.com/BlankMYS/status/2012375052423921966) 2026-01-17T04:02Z [--] followers, [---] engagements "You know Ive been early in spotting some of the trends but my paper hand syndrome cost me a lot. Learn but will never forget $RKLB. Oh yeah I also bought $PLTR at $7 and sold at $9 💀. To be fair there was margin involved that time. $SBET youre next to explode and this time I wont paper hand it again. https://twitter.com/i/web/status/2012472279654117783 https://twitter.com/i/web/status/2012472279654117783" [X Link](https://x.com/BlankMYS/status/2012472279654117783) 2026-01-17T10:29Z [--] followers, [---] engagements "@Scaramucci Open the competition let innovation thrive. When Yahoo couldnt compete with Google do we put regulation on search When Blockbuster couldnt adapt with Netflix do we put regulation on entertainment Consumer will choose whats best for them its that simple" [X Link](https://x.com/BlankMYS/status/2012509745962229786) 2026-01-17T12:58Z [--] followers, [---] engagements "Bro the tariff card has been played does anyone have a negate effect" [X Link](https://x.com/BlankMYS/status/2012695312759238787) 2026-01-18T01:15Z [--] followers, [--] engagements "Its crazy that $SBET is CLEARLY the better PURE $ETH exposure for a DAT and $BMNR is attempting to be an investment holding BEHEMOTH. The Moonshot will eventually be funded purely on $ETH staking yield and that to me is their differentiation. Im bullish on both. Only thing Im confused is why tell us Vitalik and Sam Altman will be guest speakers.unless that interview was AI generated. https://twitter.com/i/web/status/2012853206217576637 https://twitter.com/i/web/status/2012853206217576637" [X Link](https://x.com/BlankMYS/status/2012853206217576637) 2026-01-18T11:42Z [--] followers, [---] engagements "The amount of disrespect to $SBET is insane but once $ETH turns around and they prove that they are the BEST PURE PLAY $ETH DAT it will lead to a generational comeback. We shall see" [X Link](https://x.com/BlankMYS/status/2012858676831527241) 2026-01-18T12:04Z [--] followers, [---] engagements "@BlankYosef @mmmikema @BitMNR Borrowing a slide from Sharplink presentation. Its really not as crazy as it seems. But I think Bitmine has a chance to grow significantly via Moonshots. I dont know about $1000 / share but its not impossible" [X Link](https://x.com/BlankMYS/status/2013119284013412548) 2026-01-19T05:20Z [--] followers, [--] engagements "@joechalom @SharpLink BUYBACK SHARES NOW is what I would like to say but I think theres a chance @joechalom is maintaining a cash position before confirmation that the 4-year cycle is broken. In his interview with @fomohour the exact quote from him is : "I think you're just going to look in March or April and either BTC's going to be trading at $120k or $65k. While I would want them to announce more SBB I would understand them wanting at least some cash if we enter a bear market. The clear solution is to find a way to raise cash at a premium similar to the previous deal. The warrant has" [X Link](https://x.com/BlankMYS/status/2013546890424676405) 2026-01-20T09:39Z [--] followers, [---] engagements "Just a reminder that this is what @joechalom say about the crypto 4-year cycle: "I think you're just going to look in March or April and either BTC's going to be trading at $120k or $65k. Basically nobody knows which direction but it will be a big move. Maybe this is why he is keeping a cash position. Stay safe my fellow $SBET holders and don't leverage Let's hope it's TACO again. https://twitter.com/i/web/status/2013633973633884575 https://twitter.com/i/web/status/2013633973633884575" [X Link](https://x.com/BlankMYS/status/2013633973633884575) 2026-01-20T15:25Z [--] followers, [--] engagements "@jntolno @joechalom @SharpLink @fomohour Yes can just use Claude Code to fix it. I also dont like the silence from management unless they are in the process of getting a deal" [X Link](https://x.com/BlankMYS/status/2013771177588859139) 2026-01-21T00:30Z [--] followers, [--] engagements "My thesis on $AMBA inspired by the Bikini trend and the influx of AI generated video. Research was done with the help of Claude and Gemini and I used Grok to provide feedback as well. Any feedback is welcome my technical knowledge is lacking so thoughts from industry expert will be helpful. NFA https://t.co/7vN3csbZku https://t.co/7vN3csbZku" [X Link](https://x.com/BlankMYS/status/2013956156801290742) 2026-01-21T12:45Z [--] followers, [---] engagements "My top [--] positions right now: [--]. $SBET : Best PURE PLAY $ETH DAT [--]. $BITF : AI/HPC infrastructure with over potential 2.1GW power portfolio [--]. $BMNR : Largest $ETH DAT with potential to be a LARGE INVESTMENT HOLDING company [--]. $AMBA : AI/Robotics Player (check my thesis on it)" [X Link](https://x.com/BlankMYS/status/2014363507802988621) 2026-01-22T15:44Z [--] followers, [---] engagements "World class is being one of the co-founders of Ethereum and founding Consensys which is a multi-billion company. World class is also being the head of Digital Asset Strategy at BlackRock and launching the largest BTC and ETH ETFs. Its understandable to be upset when the price is down but it hasnt even been a year since Chalom was hired. And he is one of the only ones who consistently say it is a DECADE long opportunity and has NEVER provide a short term price target. https://twitter.com/i/web/status/2014369300786909462 https://twitter.com/i/web/status/2014369300786909462" [X Link](https://x.com/BlankMYS/status/2014369300786909462) 2026-01-22T16:07Z [--] followers, [--] engagements "@ElPadrinoTexas Wow youre a whale 🐳 I only have [----] shares but its a decent chuck of portfolio" [X Link](https://x.com/BlankMYS/status/2014383865767628916) 2026-01-22T17:05Z [--] followers, [--] engagements "I will say that most people want an indication that the market is risk-on and also that the 4-year cycle is no longer true. If we are talking about the adoption of Ethereum weve actually seen institutions like JP Morgan and BlackRock building on it. Just not at scale yet. IF you believe that $ETH will enter a supercycle due to tokenisation then allocating a portion into SBET which is a proxy doesnt seem crazy. Its very dependent on your belief in Ethereum. https://twitter.com/i/web/status/2014860353163989052 https://twitter.com/i/web/status/2014860353163989052" [X Link](https://x.com/BlankMYS/status/2014860353163989052) 2026-01-24T00:38Z [--] followers, [--] engagements "$ETHZ is uninvestable. Management is selling liquid $ETH to play Venture Capitalist with zero track record. This isn't what shareholders signed up for. While @joechalom focuses on discipline and risk management @ETHZilla_ETHZ is annihilating value and hiding behind locked comments. We need an @SECGov investigation and an immediate block on these startup deals. Show us the ETH. https://twitter.com/i/web/status/2008712149708009669 https://twitter.com/i/web/status/2008712149708009669" [X Link](https://x.com/BlankMYS/status/2008712149708009669) 2026-01-07T01:27Z [--] followers, [----] engagements "I am very bullish on $AMBA Will explain why soon" [X Link](https://x.com/BlankMYS/status/2011701961150906416) 2026-01-15T07:28Z [--] followers, [---] engagements "AI video processing infrastructure thats all Im going to say. $AMBA" [X Link](https://x.com/BlankMYS/status/2011768895422788047) 2026-01-15T11:54Z [--] followers, [---] engagements "@QeYcc @PetriCapital Agree the only one bad is those who leverage and got forced to sell ( $ETHZ)" [X Link](https://x.com/BlankMYS/status/2012373067696066704) 2026-01-17T03:55Z [--] followers, [---] engagements "@SharpLink @joechalom you need to be getting $SBET more exposure by going to more popular TradFi show. Silence is not the answer" [X Link](https://x.com/BlankMYS/status/2013770660842021013) 2026-01-21T00:28Z [--] followers, [---] engagements "Last time I used to post in $SBET Reddit group until I got downvoted for raising concern that mNAV below [--] would stall accumulation (it was BEFORE they announced SBB plan). Its been +6 months and Ive moved to X. No regrets checking back their Reddit group is filled with delusional people and now they are building something alike a cult. Accountability is important. As an investor you should never LOVE or HATE a company. Thesis and managements ability to execute is all that matters. @joechalom @SharpLink I dont understand why we cant use AI for social media its better than the current system." [X Link](https://x.com/BlankMYS/status/2013803665258389899) 2026-01-21T02:39Z [--] followers, [---] engagements "I just published my thesis on $SBET. It includes my $ETH thesis as well and I really think it's a good read for anyone who is interested in ETH or looking for an proxy. Please Like Repost and Comment. It took some time to write and edit it and I welcome anyone to suggest points to improve. Initially I want to include my $BMNR thesis as well but I think it will be way too long. But I hope you enjoy reading this article it should have some interesting info. https://t.co/YtjaFrtKD9 https://t.co/YtjaFrtKD9" [X Link](https://x.com/BlankMYS/status/2014331318960808237) 2026-01-22T13:36Z [--] followers, [---] engagements "Ive added more $BMNR recently. My view is that $SBET will be the best pure play $ETH DAT and will earned the best yield in the long run. However I think $BMNR will be akin to a Berkshire Hathaway for Gen Z and Gen Alpha. Im comfortable with letting Tom Lee invest in Moonshot from the yield generated by staking. BOTH will be major winners in the $ETH supercycle. https://twitter.com/i/web/status/2016511028910297325 https://twitter.com/i/web/status/2016511028910297325" [X Link](https://x.com/BlankMYS/status/2016511028910297325) 2026-01-28T13:57Z [--] followers, [---] engagements "@JoeyTradesOnX Similar sold $AMD at the $180s for $SBET. Do I regret it Hindsight yeah but I treat it as a lesson. I still believe in the ETH thesis though it doesn't change that from a pure investment perspective it's been a mistake" [X Link](https://x.com/BlankMYS/status/2016517563157770705) 2026-01-28T14:23Z [--] followers, [---] engagements "@chinoalemano I think late February or early March they will announce a deal aligns with NTP and right before earnings. Patience is important here. BTW do you know if @TheKamaHsutra has received any response from @hashoveride" [X Link](https://x.com/BlankMYS/status/2016832153712308442) 2026-01-29T11:13Z [--] followers, [---] engagements "Its a tough and volatile market but its numb now. I have full confidence in the companies Ive invested only thing that concerns me is the strength of dollar. $SBET $BMNR $BITF $AMBA" [X Link](https://x.com/BlankMYS/status/2016890864849879397) 2026-01-29T15:07Z [--] followers, [---] engagements "@SteveUrkelDude You have to look at market cap the ATM strategy increases the floor but during Oct the premium was [---] Premium has now basically been evaporated" [X Link](https://x.com/BlankMYS/status/2017056886030577872) 2026-01-30T02:06Z [--] followers, [---] engagements "2026 just started and I feel like we've been through [--] cycles already. We have the space stocks commodities mega bull run dollar crisis and crypto basically U-turning once a week. This Trump's era is insane. Stay safe my fellow $SBET $BMNR holders" [X Link](https://x.com/BlankMYS/status/2017066754011484580) 2026-01-30T02:46Z [--] followers, [---] engagements "Its been dipping for more than [--] months and Im still fking buying. $SBET $BMNR $BITF" [X Link](https://x.com/BlankMYS/status/2017092207539605623) 2026-01-30T04:27Z [--] followers, [----] engagements "The good thing about being a $SBET holder is that we already experience the crash before it even happens. We are already numb and have the patience to wait this out. Weak hands are all gone already. With that said it still feels like shit. It will do a lot for investors if @joechalom or any of the management team make an open market purchase. https://twitter.com/i/web/status/2017202020420375016 https://twitter.com/i/web/status/2017202020420375016" [X Link](https://x.com/BlankMYS/status/2017202020420375016) 2026-01-30T11:43Z [--] followers, [---] engagements "Bro idk what to say except we are witnessing history. Gold and Silver both getting absolutely hammered cant believe silver dumped 30% in a day. Maybe thats why @SharpLink is keeping cash but now its time to show us. @joechalom says the 4-year cycle will be decided by March either BTC at $60k or 120k we shall see. https://twitter.com/i/web/status/2017420480928748002 https://twitter.com/i/web/status/2017420480928748002" [X Link](https://x.com/BlankMYS/status/2017420480928748002) 2026-01-31T02:11Z [--] followers, [--] engagements "Fk I want the market to stay close on Monday. Will be avoiding any use of my phone price alert shall be removed. $SBET $BMNR holders it will be rough but remember why youve invested in those companies in the first place. Stay safe and its not the end. Investing is only one aspect of life. (Yes this message is also for myself) https://twitter.com/i/web/status/2017618694453756079 https://twitter.com/i/web/status/2017618694453756079" [X Link](https://x.com/BlankMYS/status/2017618694453756079) 2026-01-31T15:19Z [--] followers, [---] engagements "If $SBET goes below $8 will consider adding. If $BMNR goes below $22 will consider adding. Thats what I would like to say but my cash reserve is drying up 💀" [X Link](https://x.com/BlankMYS/status/2017935391010250780) 2026-02-01T12:17Z [--] followers, [---] engagements "SharpLink's 13F Update (As of Feb [--] [----] only including [----] report): Top Buys - IMC-CHICAGO LLC ( Mixture of options and shares equivalent to 600k shares of unprotected long ) - WOLVERINE ASSET MANAGEMENT LLC ( [------] shares) - CRESSET ASSET MANAGEMENT LLC ( [------] shares) Top Sells - APEIRON CAPITAL LTD ( [--------] shares SOLD ALL) - UBS GROUP AG ( [--------] shares 22% trim) $SBET $ETH https://twitter.com/i/web/status/2018519891649892535 https://twitter.com/i/web/status/2018519891649892535" [X Link](https://x.com/BlankMYS/status/2018519891649892535) 2026-02-03T03:00Z [--] followers, [--] engagements "The unique thing about @SharpLink is that @joechalom and his team has basically given up on defending the stock price. Instead they have chosen to build purely on fundamentals which has short term consequences on the mNAV but long term benefits. We shall see if execution is good enough premium should recover. Just my quick thoughts on $SBET. https://twitter.com/i/web/status/2018559091208294902 https://twitter.com/i/web/status/2018559091208294902" [X Link](https://x.com/BlankMYS/status/2018559091208294902) 2026-02-03T05:36Z [--] followers, [--] engagements "@jntolno @SharpLink So far but would like to see some major buys like +1 million shares purchases" [X Link](https://x.com/BlankMYS/status/2018607722485420541) 2026-02-03T08:49Z [--] followers, [--] engagements "Thats why I say Q4 was a miss in my book and it also shows that @SharpLink is reliant on ATM strategy in the short run. However building on the long term fundamentals is not done in 1-2 quarters. @joechalom hasnt even been CEO for a year we will need time to evaluate his performance. And I guess being retarded is a good thing in the Crypto world 😂 https://twitter.com/i/web/status/2018673559737147706 https://twitter.com/i/web/status/2018673559737147706" [X Link](https://x.com/BlankMYS/status/2018673559737147706) 2026-02-03T13:10Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BlankMS2 Blank.MS
Blank.MS posts on X about $sbet, sharplink, $eth, $bmnr the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -45%
- [--] Month [------] -45%
Mentions: [--] #
- [--] Week [--] -10%
- [--] Month [---] +125%
Followers: [--] #
- [--] Week [--] +13%
- [--] Month [--] +37%
CreatorRank: [---------] #
Social Influence
Social category influence stocks cryptocurrencies finance technology brands countries celebrities travel destinations social networks financial services exchanges
Social topic influence $sbet #13, sharplink #15, $eth #727, $bmnr #317, $bitf #23, ethereum #2758, staking, investment, linea, ai
Top accounts mentioned or mentioned by @sharplink @joechalom @sheffieldreport @ethereumjoseph @jntolno @fundstrat @sharplinkgaming @mcamarda0 @bitmnr @hashoveride @petricapital @joeytradesonx @ethzillaethz @ghostmma55 @impermalost @consensys @mandyzcamp @lineabuild @grok @amitisinvesting
Top assets mentioned SBET (SBET) SharpLink Gaming (SBET) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Bitfarms Ltd. (BITF) Linea (LINEA) ETHZilla Corp (ETHZ) Ambarella, Inc. Ordinary Shares (AMBA) Advanced Micro Devices (AMD) BlackRock Inc (BLK) Now Coin (NOW) Bitcoin (BTC) Berkshire Hathaway Inc. (BRK.A) Rigetti Computing, Inc. Common Stock (RGTI) Navitas Semiconductor Corporation Common Stock (NVTS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ImpermaLost I also cant make any sense on how we are consistently getting hammered and good news are basically ignored. But I think its a combination of traders and DATs getting a bad rep. Hopefully things get better thought mNAV of below [---] was cheap so I got in at $20 🥲"
X Link 2025-10-22T16:04Z [--] followers, [---] engagements
"Finally average down $SBET to below $20 the thesis remains the same. Few things I would like to hear more from @joechalom @SharpLinkGaming is the timeline for ETH denominated revenue and more about their differentiation to other ETF DATs. Lets get ETH concentration to [--] EOY"
X Link 2025-10-24T05:07Z [--] followers, [---] engagements
"@SharpLinkGaming Based on the current 13F fillings we now see APEIRON CAPITAL LTD has invested in $SBET and currently holds over [----] million shares (+$23mil). Based on their site info they are a Hong Kong based investment fund and are long-focused. Overall a good thing"
X Link 2025-10-28T10:30Z [--] followers, [---] engagements
"@ImpermaLost "Together the two companies aim to pioneer new models for onchain capital raises programmable liquidity tools and tokenized equity strategies helping shape a capital markets paradigm where assets are always-on interoperable and globally accessible." $SBET and @Consensys"
X Link 2025-10-28T12:13Z [--] followers, [---] engagements
"@ImpermaLost I think theres a few fixes: [--]. @joechalom needs to go market $SBET more on shows that are neutral on crypto : CNBC [--]. Unsecured convertible bond at interest below staking yield but only with funds that are long focused and doesnt arbitrage via short"
X Link 2025-10-28T23:36Z [--] followers, [---] engagements
"@ImpermaLost @joechalom [--]. Generate operational cash flow that will allow company to self sustain without funding - close the gambling business and start a DeFi business [--]. Insider buys : @joechalom @mandyzcamp @sheffieldreport @mcamarda0 @ethereumJoseph To start buying $SBET with their own capital"
X Link 2025-10-28T23:41Z [--] followers, [---] engagements
"What's stopping @SharpLinkGaming from providing staking service in the future We have @joechalom who can manage the risk and maximise staking yield with @LineaBuild . Portion of yield can be taken in as fee and keep the flywheel spinning"
X Link 2025-10-29T01:54Z [--] followers, [--] engagements
"If @SharpLinkGaming plans to dissolve their sports betting and iGaming business they should rebrand their name to just Sharplink"
X Link 2025-10-29T02:43Z [--] followers, [--] engagements
"A checklist of what most retail investors want from @SharpLinkGaming : [--]. Better communication: It is good to promote ETH but there needs to be a balance. Why should investors choose $SBET over $BMNR Yield strategy ETH denominated revenue etc. BMNR has a clear advantage in liquidity and based on 13F so far we have seen institutions choosing BMNR over SBET. How do you plan to improve the liquidity In addition we have seen Tom Lee giving interviews in CNBC etc. ; which provides exposure to non-crypto investors. We need @joechalom or @mandyzcamp to be more engage with communicating $SBET to"
X Link 2025-10-29T12:32Z [--] followers, [---] engagements
"@SharpLinkGaming As all public companies do please outline your goals in the earnings call. We need to keep management accountable"
X Link 2025-10-29T14:10Z [--] followers, [--] engagements
"@WatcherGuru Bruh"
X Link 2025-10-29T14:24Z [--] followers, [--] engagements
"A few catalyst for $BMNR and $SBET is the inclusion into indexes such as Russell (April [----] rebalancing) and S&P Digital Markets [--] (unknown) which will add liquidity. Excited for the @BitMNR earnings today hopefully we get more details on staking strategy"
X Link 2025-10-29T15:23Z [--] followers, [---] engagements
"@BMNRBullz Thats fair but for the ecosystem to flourish youll need both $BMNR and $SBET to do well. More accumulation = higher price Yes I own both"
X Link 2025-10-30T01:20Z [--] followers, [---] engagements
"I really like $BITF you have a shareholder align CEO in @hashoveride and near $1 billion in liquidity to develop their Panther Creek site. Only thing Im worried about is Jane Street huge position"
X Link 2025-10-30T01:39Z [--] followers, [---] engagements
"$SBET holders what do you want to see management act on Personally I want to see insider buy @SharpLink the most. Its best to have constructive criticism rather than emotional reaction due to price drop. Everyone wants mNAV to recover but what actions can management take Some would argue to sell staking yield to buyback shares. Personally I think they can use unsecured convertible bond with interest payment covered via staking yield. And capped calls to protect against dilution. Ideally exercise price is above $20"
X Link 2025-10-30T05:16Z [--] followers, [---] engagements
"@helta_cuf4 @hashoveride Based on 13G filling on Oct [--] 2025; Jane Street disclose ownership of [-----------] shares Link: https://investor.bitfarms.com/node/11211/html https://investor.bitfarms.com/node/11211/html"
X Link 2025-10-30T10:33Z [--] followers, [--] engagements
"@SharpLink Do I dare hope for mNAV to recover to [--] $SBET"
X Link 2025-10-30T14:27Z [--] followers, [--] engagements
"@SharpLink Finally. Great decision a move to the right direction Now let's start promoting Sharplink"
X Link 2025-10-30T14:37Z [--] followers, [---] engagements
"@SharpLink Right direction more SharpLink focused. Now go get some deals and recover the mNAV"
X Link 2025-10-30T15:12Z [--] followers, [---] engagements
"@SharpLink @ethereumJoseph follow you so I hope they see this. @joechalom its time to act with urgency to restore mNAV [--] quarter has past its no longer about long term return. You dont protect what you have now youll lose everything. [--] bad quarter in a public company is enough for the management to be changed act fast"
X Link 2025-10-31T00:52Z [--] followers, [---] engagements
"Its December [----] the balance has been restored: [--]. $ETH has hit $6500 [--]. Tokenisation becomes the main investment theme [--]. @joechalom has helped @SharpLink restore their mNAV premium and $SBET is $39 with ETH concentration of [--] [--]. @fundstrat named Chairman of the year with @BitMNR and $BMNR is trading at $100 [--]. Quantum bubble $RGTI has popped @MartinShkreli has a new jet and release Baggies Blues pt [--] One can only dream"
X Link 2025-10-31T03:42Z [--] followers, [---] engagements
"I cant believe I am a $SBET baggie now 🫥"
X Link 2025-10-31T03:45Z [--] followers, [---] engagements
"@FlowbyBobby Isnt this bullish Basically if exercised they are willing to purchase $SBET at $13"
X Link 2025-10-31T03:48Z [--] followers, [---] engagements
"Ive hold $NVTS when its $1.80 and $AMD at $78 you think $SBET at $13 scares me (Yes it does)"
X Link 2025-10-31T03:59Z [--] followers, [---] engagements
"I want an activist investor like @BillAckman @VivekGRamaswamy to take a position in @SharpLink $SBET A treasury of a productive asset like ETH where yield can be improved via staking combination has a place to stay in the investing world. Please take a look at this company @SharpLink it is trading at 20% discount to assets holding. They have the tools to garner yield better than native. Management includes reputable people such as @joechalom who is an expert in risk management. At bare minimum it should be trading at 20% premium to NAV"
X Link 2025-10-31T04:36Z [--] followers, [---] engagements
"@Kalshi Should change their name from Open to Close @elonmusk is right"
X Link 2025-11-03T14:45Z [--] followers, [--] engagements
"@SharpLink If someone tells me that the social media account is run by Ai I won't be surprise. The upcoming ER will be your @joechalom time for redemption it's time for urgency"
X Link 2025-11-03T15:01Z [--] followers, [---] engagements
"@WhaleInsider Stop allowing leverage tq"
X Link 2025-11-03T15:53Z [--] followers, [---] engagements
"Sentiment is ATL while fundamentals for $ETH is only getting stronger. Still holding $SBET and $BMNR bags tough but no leverage and sizing allows me to survive. @joechalom pls do better accumulate at weakness and communicate better to your shareholders You will be judged via QoQ as a PUBLIC company ETH may be a decade opportunity but your time is not I still have faith but its disappointing"
X Link 2025-11-04T06:13Z [--] followers, [---] engagements
"Cant lie I was scared you will announce buying ETH at $4000 Ok so cash still exist pls accumulate more. And find a way to bring mNAV back above [--]. @joechalom dont let us down like the previous earnings call its time to evolve above a DAT You need to provide your timeline to ETH denominated revenue and vision to evolve into an investment powerhouse. We need CLARITY You cant just say your advantage is fully staking compared to ETH staking ETF we have seen how your mNAV can go to [---] Need better risk reward explanation to investors and I better see more activities in 13F No excuse act with"
X Link 2025-11-04T13:52Z [--] followers, [---] engagements
"@SharpLink @joechalom Please listen to your investors its not about a decade opportunity for $ETH its about why should people choose $SBET. You have lost majority of your liquidity and now sits below the top [---] most traded shares. Also the 13F fillings has shown majority of the institutions has chosen $BMNR over you key question is why You cant just say that you are not concern about short term price action because a Public DAT trading below mNAV is a dead one. @joechalom you had a horrendous earnings call previously where the stock tanked 20% after you spoke that shows people do not trust"
X Link 2025-11-05T02:21Z [--] followers, [---] engagements
"I sincerely don't believe that @SharpLink mNAV will remain compressed it just doesn't make sense that an active asset with yield of 3% (native) can be traded at a discount permanently. Once $ETH sentiment changes as tokenisation explodes mNAV should recover a bit and get close to [--]. The key is attracting institutions all it takes is one well known investor or fund and we will see premium restored (1.2). For Q3 13F fillings (as of 4th October) we only see one moderate purchase from APEIRON CAPITAL LTD (+$23 million). They are a Hong Kong based long focused fund. Good news is that it means"
X Link 2025-11-05T09:15Z [--] followers, [--] engagements
"I see where you are coming from and yes I do understand that it takes time for tokenisation of RWAs to occur and the value of ETH will appreciate significantly if so. In fact based on Sep 21st presentation slides from @SharpLink you can see that @SharpLink actually provided a price target of $15000 to $40000 by 2028; in the scenario of 4-16 trillion RWAs tokenised in Ethereum network. In most scenarios I will be patient in the companies Ive invested in but for a public DAT my views differ a bit. The main reason is because theres only so much liquidity that will be available for them and their"
X Link 2025-11-05T15:01Z [--] followers, [--] engagements
"New 13F filling update for @SharpLink (Nov [--] 2025) We see another moderate purchase from CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG [-------] shares ( +$30 million). From their website we can see they are based in Hong Kong and is Greater China focused. So far the two moderate purchase has come from Hong Kong based fund which shows that @joechalom has managed to attract Chinese funds good job Furthermore this implies that China and Hong Kong are interested in $ETH"
X Link 2025-11-06T14:37Z [--] followers, [--] engagements
"Buying @SharpLink now is buying $ETH at sub $2800 with yield of 3%. I believe an insider purchase from management or @ethereumJoseph will improve the sentiment but trading volume has dropped significantly so expect more volatility while crypto sentiment is bad. Few things I want to see from their 10Q whats their SBC for Q3 and did they scale down their affiliate marketing operation we dont need a loss making business. In the earnings call I want @joechalom and his team to provide clarity on a few things: [--]. Timeline for ETH denominated revenue (not staking yield) : what type of business"
X Link 2025-11-07T03:03Z [--] followers, [--] engagements
"@PetriCapital The current price action is mainly based on crypto sentiment being ATL DATs being compressed in general and low liquidity. If you check the heat list we see volume for both $BMNR and $SBET has fallen in recent weeks. So even though it hurts I dont think anyone should panic"
X Link 2025-11-07T03:12Z [--] followers, [---] engagements
"We need a @CathieDWood for @SharpLink fast. @BillAckman I hope you somehow stumble onto this post youve recently heard from both Larry Fink and Jamie Dimon on the rapid development of tokenisation that will take place in the following years. $ETH is likely the winner and Im sure you have been pitched before. @SharpLink is currently trading at 15-20% discount to book value with a staking yield of 3% and likely reaching with 5% in the near future. They are fully staked so their book value is growing at 5% if $ETH doesnt appreciate. They have the most Ethereum align management among all the ETH"
X Link 2025-11-07T12:42Z [--] followers, [--] engagements
"13F filling update (Nov [--] 2025) for @SharpLink : VANGUARD GROUP INC purchase [-------] shares (+$46 million)"
X Link 2025-11-07T15:04Z [--] followers, [---] engagements
"The current sentiment around @SharpLink is at ATL but if we look purely at the fundamentals and not emotion optimism can be found. @joechalom has stated the [--] stages for ETH treasuries: [--]. Accumulation stage: Accumulation of $ETH via financial tools while growing ETH concentration [--]. Productivity stage: Staking your ETH and growth via yield [--]. Ecosystem buildout stage: Using ETH to support new protocols (Kingmaker) that support the Ethereum ecosystem While we are clearly behind $BMNR in accumulation we are undoubtedly the leader in stages [--] and [--] due to our partnerships with Consensys Linea"
X Link 2025-11-07T15:45Z [--] followers, [---] engagements
"@JoeyTradesOnX @SharpLink Thank you"
X Link 2025-11-07T23:10Z [--] followers, [--] engagements
"@sheffieldreport @SharpLink @arkham Ty for the update so far you are doing a great job with communication. Continue with the great work 👍"
X Link 2025-11-07T23:11Z [--] followers, [---] engagements
"As much as I hate seeing @SharpLink mNAV being compressed I believe this is also an opportunity to see how management performs under pressure. Also I personally dont believe you can compare an ETH treasury to BTC treasuries. Long ETH / short DAT will not work in the medium / long run simply because ETH is a productive asset. Its really that simple and management plays a more important role in achieving better yield in risk averse manner. In the end we are at an early stage and $SBET new management team was only formed recently. The Q3 earnings call should provide more clarity on the business"
X Link 2025-11-11T03:02Z [--] followers, [--] engagements
"Will be posting less this week due to sickness @SharpLink will miss the EC but I hope some good questions will be ask and @joechalom along with his team will do well. To my fellow $SBET investors Ill be back"
X Link 2025-11-12T05:35Z [--] followers, [---] engagements
"@JoeyTradesOnX @SharpLink @joechalom Thank you"
X Link 2025-11-12T23:10Z [--] followers, [--] engagements
"@squabard Hi John do you know if $BMNR has announced earnings date"
X Link 2025-11-13T23:46Z [--] followers, [---] engagements
"Just got a chance to listen to @SharpLink call a lot of the answers were as expected so I wont go through them. Now the one bit that I find to be interesting was the talk of collateralised ETH and borrowing ETH to others for DeFi used (could be that I heard wrongly but it was briefly mentioned). For the 10Q there were two cost under ETH treasury management segment that Im curious about as highlighted below. Contractor and consulting expense : I wonder why we have any consulting fee even though its close to negligible. Asset Manager Fees : costs associated with selective external services"
X Link 2025-11-14T00:33Z [--] followers, [---] engagements
"@SweatyKodi @SharpLink @joechalom Thank you"
X Link 2025-11-14T00:34Z [--] followers, [--] engagements
"Just to be clear he has always provide ultra bullish price target. And sometimes he has been right like $BTC. And if we look at the PoS model of $ETH it actually fits well for a DAT as its productive (3% yield which is attributed to net income with some minor fees). If we assume that tokenisation accelerates and majority is secured via Ethereum the asset $ETH is likely to appreciate significantly. How much and when nobody knows but the fundamentals of Ethereum is improving if you look at But you are right dont jump into an investment just because someone says so. http://RWA.xyz http://RWA.xyz"
X Link 2025-11-14T05:16Z [--] followers, [---] engagements
"Current market sentiment is pretty bad but thankfully I have no leverage and some cash at the side for time like these. Rough but Ill be buying the dip $SBET $BMNR $BITF @joechalom if you dont initiate share buyback at the current price I hope you have a reason why. At $10.20 ( $SBET) you are basically buying $ETH at $2550; its time to raise fund and buyback shares or $ETH. Do better people are frustrated if there are insider buying at least some of the noice will be tuned out Time to personally buy the dip to show you are all-in (not literally) for the company"
X Link 2025-11-14T12:52Z [--] followers, [---] engagements
"Finally recovered from an eye injury will read the 10Q more in depth for @SharpLink. Ive checked the 13F filings and Ive seen some major changes will compile first and analyse. Also planning to read the earnings transcript to get a better understanding and if I missed anything. Will write a long report in the next post look forward to it"
X Link 2025-11-15T02:40Z [--] followers, [--] engagements
"@SharpLink needs to grow their ETH concentration by at least 5% each QoQ. This is to justify SBC salaries and the risk of prolonged discount as we see now. My expectation might be high but I think $SBET can do it. ETH Concentration (EOY) 4.2"
X Link 2025-11-20T04:09Z [--] followers, [---] engagements
"Blood puking swing for Thursday but Im still in the ship $SBET $BMNR $BITF"
X Link 2025-11-21T04:09Z [--] followers, [---] engagements
"Just to show that Im not all talk and actually in the ship. Yes Im down badly for the year (mainly because of SBET) but Im still optimistic. My ETH thesis is still in play and I do not think AI is a bubble. Will look to DCA even more and yes Im over position in $SBET. $SBET $BMNR $BITF"
X Link 2025-11-21T04:25Z [--] followers, [---] engagements
"People like to talk about conviction now its the time to prove it. $SBET $BMNR $BITF"
X Link 2025-11-21T08:49Z [--] followers, [---] engagements
"Will be adding more $BMNR and $BITF too much $SBET exposure need to balance out until @SharpLink can prove that they can grow ETH concentration without ATM"
X Link 2025-11-21T13:48Z [--] followers, [---] engagements
"Officially [----] shares $BITF"
X Link 2025-11-21T14:02Z [--] followers, [--] engagements
"Im not panicking simply because I trust the management of the companies I invested to focus on growing shareholders value at a risk averse manner. Also I have a safety fund in case economy goes sour side investments and an income to survive. It hurts but not the end. $SBET $BITF $BMNR"
X Link 2025-11-21T14:34Z [--] followers, [--] engagements
"By balance out I mean buying more of the others. Im not selling $SBET I still trust the current management. Just not adding more"
X Link 2025-11-21T14:43Z [--] followers, [---] engagements
"Thats part of the reason the other is mainly because my portfolio is like 50% SBET. I think they fumbled a bit during August when they heavily diluted before earnings to acquire like +100k ETH (forgot the exact value) at an average price of like $4.7k To be honest even if ETH recover I want them to trade below $17.50 until Jan expiry from their previous deal. Im not that worried about management I think @sheffieldreport will be really good in his role. @joechalom is also an expert in risk management so I dont think there will be an issue if we enter a crypto bear market though I hope $ETH"
X Link 2025-11-21T14:51Z [--] followers, [--] engagements
"My answer will be unlikely that @SharpLink provide dividend; at least in the early stage. In fact BMNR dividend is very minuscule that it might as well be negligible. I think its more of a message to investors that they COULD give out higher dividend once their staking starts in [----]. As some has complained what is the point of ETH DATs staking if their mNAV can be at a discount (risk-reward basically). For $SBET I believe @sheffieldreport is an important addition for better $ETH entry and when capital allocation. It is highly likely they are observing the crypto market to see if theres"
X Link 2025-11-21T15:06Z [--] followers, [--] engagements
"Youre right I also got in early and sold early as well for a trade so I do know the timeline youre talking about. To be honest I underestimated Tom Lees connection with WallStreet. I placed more value on Joe Lubin being the founder Consensys and co-founder of ETH. My point of view is that Joseph Chalom will at least bring some WallStreet network and with Lubins knowledge of Ethereum and the entire ecosystem it will give $SBET an unfair edge in both staking and finding new promising projects. But I did not anticipate that majority of the funds will flow into BMNR which in turn lead to"
X Link 2025-11-21T15:21Z [--] followers, [--] engagements
"I dont want to speculate but 🤔 Might need to add more @SharpLink. Huge if this implies what Im thinking; could be hopium speaking. $SBET"
X Link 2025-11-24T03:51Z [--] followers, [----] engagements
"Im still buying the dip $SBET $BMNR $BITF Maybe there will be more pain the near term but I believe in these three companies as my core positions for next 2-3 years. @SharpLink surprise me and announce something big pls"
X Link 2025-11-24T15:00Z [--] followers, [---] engagements
"Yeah but it's impressive how $BMNR can raise so much cash every week. I think my point of view of @SharpLink is that mNAV will definitely recover once $ETH sentiment changes. So that's about 18% recovery based solely on mNAV recovery and who knows how much they can grow their $ETH concentration. I think market wants to see how $SBET can raise fund in this environment. Also there's a lot of talk about MSCI delisting DATs which is a bit frustrating"
X Link 2025-11-24T15:33Z [--] followers, [---] engagements
"Ive been reading a lot of unhappy @SharpLink investors lately and I think its warranted. I still trust that management will perform well but the frustration comes with the lack of $ETH concentration growth. Since late August ETH concentration was already [---] at a fully converted basis and now we are only at [----] at a fully converted basis. The growth is too slow for the risk investors are taking as staking yield does not cover the 20% potential downside risk to NAV and theres also the cost of staking + SBC. Management has been taking steps to improve communication especially with"
X Link 2025-11-25T01:26Z [--] followers, [---] engagements
"Lets look at things objectively: [--]. They have roughly $37.8 million in cash [--]. They cant ATM as mNAV is below [--] [--]. Highly unlikely that they use 100% of cash to SBB or purchase ETH So I think it all depends on if they can raise any fund before ETH recovers. Therefore they likely have 1-3 more weeks before $ETH have any upwards movement if we believe the crash is caused by MM like Tom Lee said. Overall yeah it is now the best time to evaluate @joechalom and his team. If they raise fund without taking inordinate risk and continue to accumulate a reasonable amount of ETH it can provide"
X Link 2025-11-25T05:20Z [--] followers, [--] engagements
"For most companies as long as business operations improve stock will appreciate. For DATs like $SBET it works the opposite way due to the ATM strategy. And for mNAV to recover @SharpLink needs to either prove that they can raise fund in a rough environment or properly communicate their differentiation to $BMNR. I would like @joechalom to provide a multi year roadmap for @SharpLink. Provide milestones and timeline then execute accordingly. To be quite frank there is no excitement around SharpLink currently. Can you really blame investors for being worried Key question is why would large"
X Link 2025-11-26T02:04Z [--] followers, [---] engagements
"Personally I think $ETH is a [--] year opportunity. Or at the very least we are at an early stage example: my country (Malaysia) is known to be anti-crypto but even then a discussion paper was released by our central bank on tokenisation with a testing period of [--] years. Obviously they advocate for private chain but still need to be EVM compatible. So I think a pro-crypto country is likely to transition faster maybe [----] we will see a decent amount of RWA to be tokenise. But that's for $ETH for @SharpLink I think the next few months are critical. Either choose to compete with $BMNR or find a"
X Link 2025-11-26T03:02Z [--] followers, [--] engagements
"People are ignoring @ETHZilla_ETHZ ever since the mNAV implosion. They have since pivoted away from being a pure treasury and are looking to be a player in the tokenisation business. Quite interesting curious to see how they perform in the long run. $ETHZ"
X Link 2025-11-26T15:04Z [--] followers, [---] engagements
"Short interest for $SBET has risen and daily trading volume has fallen off a cliff. Cards played right could force a short squeeze @SharpLink. NFA"
X Link 2025-11-27T02:40Z [--] followers, [---] engagements
"I really hope @joechalom is cooking something and announce something next week. Please tell me we accumulate ETH below $3k or at least raise some fund. @SharpLink time is ticking don't let us down. Patience doesn't mean inaction"
X Link 2025-11-28T14:46Z [--] followers, [---] engagements
"@BigDipperETH @joechalom @SharpLink Agree all we can do is speculate and trust them to execute well"
X Link 2025-11-29T01:13Z [--] followers, [--] engagements
"@BlueCapMarkets @joechalom @SharpLink Yeah a partnership is welcome as well. Hopefully something to do with raising fund"
X Link 2025-11-30T23:22Z [--] followers, [--] engagements
"I guess @SharpLink has another chance to accumulate $ETH below 3k. Really dont understand why leverage isnt more regulated. It is literally gambling on steroids at this point. $SBET"
X Link 2025-12-01T01:02Z [--] followers, [---] engagements
"Im still holding off on increasing my position in @SharpLink until they demonstrate sustained growth in their ETH concentration. $SBET already benefits from staking rewards and the @Consensys partnership positions them to identify top emerging projects ahead of other DATs. If @joechalom doesnt deliver ETH concentration growth by EOY stock awards should be canceledas @ETHZilla_ETHZ did to enforce accountability. Thats the standard we demand. (Yes I use Grok to fix my grammar )"
X Link 2025-12-02T09:55Z [--] followers, [---] engagements
"@SharpLink @joechalom @sheffieldreport are we seriously not accumulating any $ETH below $3000 Also can we have an update on the Linea partnership You cant expect us to just sit and watch $BMNR report accumulation every week"
X Link 2025-12-02T15:08Z [--] followers, [---] engagements
"I cant deny that its frustrating watching $BMNR accumulating $ETH every week while $SBET continues to be on autopilot. @joechalom are we seriously just waiting for $ETH to climb or crash Can we not purchase a small amount Like whats the actual strategy: both short term and long term. Also can we please get an update on the @LineaBuild partnership Its December and ETH concentration has been stagnant ever since late August. Dont we deserve at least some clarity on the direction of @SharpLink Like all the interviews has been about $ETH and that we are at the early innings but what if the score"
X Link 2025-12-02T15:18Z [--] followers, [---] engagements
"Yeah never fall in love with a company. I want to see calculated execution from the management team not a management that goes autopilot in a bear market. A Mark Zuckerberg year of efficiency would be perfect shutdown the affiliate marketing operation immediately and reduce staff if needed. SBC should be reduced immediately if stock performs badly and ETH concentration is stagnant"
X Link 2025-12-02T15:55Z [--] followers, [--] engagements
"Every investor in @SharpLink is bullish on the long term outlook of $ETH. What we want is for management to communicate better in their vision of the company and clarity in the stock award program. If @joechalom and his team fail to grow ETH concentration it will be a slap in the face to investors if they get rewarded. Obviously if they perform well then they deserve to be rewarded. Also I think it is fair for us to ask management to provide their target yield for [----] and going forward. There should be a quarterly target so that accountability is maintained. I was sure that $SBET could at"
X Link 2025-12-03T11:13Z [--] followers, [---] engagements
"@SharpLink I really hope we can say the same thing about $SBET as well"
X Link 2025-12-03T12:45Z [--] followers, [---] engagements
"I own both $BMNR and $SBETboth could moon if the $ETH thesis plays out. Lately hype has moved to @BitMNR (fair) but Im here for $SBET. @SharpLink + @Consensys gives us something unique: ability to actively invest in Ethereum projects and compound yields via staking/DeFithe true flywheel. This is the Berkshire Hathaway of Ethereum vision @ethereumJoseph laid out. @fundstrat pushes $BMNR on liquidity & scale. Time for @joechalom to spotlight what makes $SBET different"
X Link 2025-12-04T14:41Z [--] followers, [---] engagements
"The climb is slow but the peak is high. $SBET @SharpLink"
X Link 2025-12-04T15:43Z [--] followers, [---] engagements
"Its about time for @SharpLink to show some development hopefully @joechalom managed to attract some funding. We cant end the year with less than 5% $ETH concentration growth QoQ. If ETH concentration is less than [---] SBC better come down as well. Stock award should be halted until ETH concentration shows some growth staking is not enough to justify any reward. $SBET"
X Link 2025-12-08T13:05Z [--] followers, [--] engagements
"Its slow but mNAV is slowly recovering for $SBET. All it takes is one good news from @SharpLink for violent upswing. Low volume and short interest at 10% sets up for a good rally"
X Link 2025-12-09T15:06Z [--] followers, [---] engagements
"In the end its all about $ETH concentration for a DAT. If $SBET can grow their $ETH concentration consistently then its worth taking on the risk. Its not an easy hold and communication can be frustrating but I hope @joechalom and @ethereumJoseph dont let us investors down. Not accumulating any $ETH below $3000 is really questionable imo"
X Link 2025-12-09T16:17Z [--] followers, [---] engagements
"The difference in branding and marketing between @SharpLink and @BitMNR is shocking. Note: Ive attached just two slides from $BMNR weekly update to compare against an entire post from $SBET. @joechalom @sheffieldreport @mandyzcamp @mcamarda0 Why is $SBET the only DAT that's not willing to share anything about differentiation or expected annual yield $BMNR : 2.9% $BTBT : 3.05% $SBET : "we are focused on a risk-adjusted yield""
X Link 2025-12-10T03:20Z [--] followers, [---] engagements
"Ive been critical of @SharpLink and the management team because I believe in their long term success. Simply put I want them to be able to compete with $BMNR or differentiate themselves. $SBET will be one of the big winners if the $ETH thesis plays out but how big is dependent on @joechalom and his team"
X Link 2025-12-11T15:13Z [--] followers, [---] engagements
"I feel bad for $ETHZ shareholders I hope that shareholders can forced the current management out or at least change the board. @ETHZilla_ETHZ there will be legal consequences. Selling $ETH to buyback shares is bad but not awful. Selling $ETH for some startup investment is crazy"
X Link 2025-12-12T00:50Z [--] followers, [---] engagements
"Ngl Im disappointed in @SharpLink Q4 performance hopefully @joechalom and his team can do better in [----]. Q4 $ETH concentration growth is too low just shows you how reliant DATs are to the ATM strategy. $SBET needs to find a way to justify a premium other than staking. DATs that are not actively managed are not better than staked ETFs differentiation is a MUST. What Im looking for in the Q4 report will be the expense and stock awards staking is not pure net income. https://twitter.com/i/web/status/2003659101071638992 https://twitter.com/i/web/status/2003659101071638992"
X Link 2025-12-24T02:48Z [--] followers, [---] engagements
"The crazy thing about $SBET at sub $9 is that you are buying $ETH at $2250 level assuming ETH concentration stays at [--]. At near 30% discount to NAV @joechalom needs to heavily consider SBB and it wont sound crazy if they sell a portion of their weekly staking rewards to put a floor in the price. Never touch the core $ETH stacked but be flexible with the yield. And yes Ive started to accumulate more $SBET at a slower pace and smaller quantity. https://twitter.com/i/web/status/2005120601271480610 https://twitter.com/i/web/status/2005120601271480610"
X Link 2025-12-28T03:36Z [--] followers, [---] engagements
"Ending the year [----] my top [--] positions are: $SBET $BITF $BMNR Rough way to end the year but volatility is to be expected just didnt think it will be this violent. Theres also a few other positions that Im adding into but these are my core. Lets hope [----] is the year of Ethereum https://twitter.com/i/web/status/2005124660007240145 https://twitter.com/i/web/status/2005124660007240145"
X Link 2025-12-28T03:52Z [--] followers, [----] engagements
"Officially accumulated [----] shares of $BITF Not planning to post any analysis on this company because there are already plenty of good research done by @TheKamaHsutra But basically I trust @hashoveride will execute well in their transition into HPC infrastructure"
X Link 2025-12-29T08:06Z [--] followers, [---] engagements
"If the [--] year cycle of crypto gets broken and $ETH goes into super cycle $SBET will be able to restore their mNAV. However if @SharpLink wants to command a premium like $BMNR they have to show investors that they provide value above a staking ETF. How Thats for @joechalom and his team to figure out. Basically the market wants prove that DATs deserve a premium especially when you are in 2nd place. https://twitter.com/i/web/status/2005689006433132731 https://twitter.com/i/web/status/2005689006433132731"
X Link 2025-12-29T17:14Z [--] followers, [---] engagements
"Do I increase my $BMNR position to [---] shares or $SBET to [----] shares first Tough choices to be made"
X Link 2025-12-30T06:16Z [--] followers, [---] engagements
"I'm disappointed that we didn't get any SBB news from @SharpLink but I'll remain patient. Weekly yield is improving so that's the positive. I just don't understand what is stopping @joechalom and team to sell portion of staking reward to put a floor in the price of $SBET. It just makes a lot of sense to do so or am I missing something https://twitter.com/i/web/status/2005995180596551814 https://twitter.com/i/web/status/2005995180596551814"
X Link 2025-12-30T13:31Z [--] followers, [---] engagements
"@CryptoLion2323 @SharpLink @joechalom Wouldnt they want the PPC contracts to expire worthless Only way it is exercise is if $SBET is trading above $17.5; which acts as a dilution. Im assuming that the only way $SBET gets above $17.50 is if $ETH is trading above $4000"
X Link 2025-12-30T16:03Z [--] followers, [---] engagements
"Yes I got a blue tick to comment on future @ETHZilla_ETHZ post. My dedication to flame their management for decimating shareholder value is that strong. $ETHZ has lost all trust but some shareholders are trying to save the company. Management needs to stand down or hold a livestream Q&A with @capybaraReborn so that tough questions can be asked. https://twitter.com/i/web/status/2006226190449926241 https://twitter.com/i/web/status/2006226190449926241"
X Link 2025-12-31T04:49Z [--] followers, [----] engagements
"@SharpLink @joechalom Happy New Year"
X Link 2026-01-01T01:15Z [--] followers, [---] engagements
"People keep asking what if @fundstrat is wrong but what if he is right 😶 $ETH DATs are fundamentally better than $BTC DATs because the underlying asset is productive. Imagine the number of financial tools they can create. The key thing for $SBET is how they can differentiate from $BMNR but both will appreciate significantly if $ETH is in a supercycle. https://twitter.com/i/web/status/2006915489759736294 https://twitter.com/i/web/status/2006915489759736294"
X Link 2026-01-02T02:28Z [--] followers, [---] engagements
"2026: $ETH : $6500 $SBET - +$40 (assuming ETH concentration increases to [--] and mNAV of 1.25) $BMNR - +$100 (ETH concentration increases to [--] and mNAV of 1.5) The redemption arc is starting"
X Link 2026-01-02T08:53Z [--] followers, [---] engagements
"Just a reminder that $SBET at current price is basically buying $ETH below $2500 with institutional level staking. With the way @SharpLink has been teasing us of an upcoming news January will be an interesting month"
X Link 2026-01-03T00:24Z [--] followers, [---] engagements
"My portfolio is basically built on two themes: Tokenisation and AI $SBET $BMNR $BITF $RDW"
X Link 2026-01-04T12:29Z [--] followers, [---] engagements
"My current holding: $SBET : [----] shares $BMNR: [---] shares I still think $SBET at $10 is criminal. Their management is still fresh but if you look at track record they are built for the long term. $ETH holding are fully staked and earn at yield of +3% BEFORE Linea deployment. Compressed stock usually make their recovery in a short period of time same thing happened with $AMD Lastly management has been trading some kind of news. Not sure what it is but any action will be deemed positive unless its selling $ETH. https://twitter.com/i/web/status/2007988600928182767"
X Link 2026-01-05T01:32Z [--] followers, [---] engagements
"@therollupco @joechalom @robbie_rollup @SharpLink Looks interesting cant wait for the full episode. Hopefully we get some hints on what to be expected for $SBET"
X Link 2026-01-05T13:25Z [--] followers, [--] engagements
"As a $SBET holder I understand the criticism of @SharpLink . Investors expected them to capitalize on the $ETH downturn to accumulate more but they sat on their hands. The lack of a Share Buyback (SBB) is also baffling especially with mNAV compressed to a near 30% discount. Im also a firm believer that management should personally buy shares to demonstrate convictionQ4 was silent which is disappointing. HOWEVER the thesis for $SBET winning the ETH supercycle is intact: [--]. Elite Risk Management: We watched $ETHZ collapse from toxic leverage/funding. CEO @joechalom (ex-BlackRock) has"
X Link 2026-01-06T04:54Z [--] followers, [---] engagements
"@LordYapper @SharpLink Agree not sure how MAVAN works out but $SBET definitely provides the best yield while properly managing risk"
X Link 2026-01-06T05:30Z [--] followers, [---] engagements
"$ETH has broken $3300 Next stop $3650; break that we go back to $4000 The supercycle is looking real now 😶 if @SharpLink report some good news today it will be perfect. $ETH : $6500 $BMNR: $100 $SBET : $40"
X Link 2026-01-06T14:29Z [--] followers, [---] engagements
"@Kalshi With the amount of data they have its looking like a good buy"
X Link 2026-01-07T01:09Z [--] followers, [---] engagements
"Officially accumulated [----] shares of $SBET Its been a rough journey but the destination should be rewarding"
X Link 2026-01-07T01:58Z [--] followers, [----] engagements
"Why did Morgan Stanley decide to choose $SOL over $ETH Ill let Gemini answer: It seems counter-intuitive to skip Ethereum but from an investment banking strategy it makes perfect sense: The Ethereum Market is "Full": BlackRock Fidelity and Grayscale already dominate the Ethereum ETF market. If Morgan Stanley launches an ETH ETF now they are fighting for scraps in a crowded room. The Solana Opportunity (First Mover): There is no "BlackRock Solana ETF" yet. By filing for SOL now Morgan Stanley positions itself to own the market share for the "next big asset" rather than being 5th place in"
X Link 2026-01-07T11:14Z [--] followers, [---] engagements
"@WatcherGuru Oh here we go What happened to the FUD now 😂"
X Link 2026-01-07T11:26Z [--] followers, [--] engagements
"I can write a long thread about my reasonings and trust me Ive criticised the management heavily already. But long story short ATM strategy stalled because there are no major buyers unlike $BMNR so they couldnt grow their $ETH concentration fast. So I think market wants $SBET to prove they are worth the risk especially with staking ETFs available. My personal believe is that $SBET made a blunder in August before Q2 earnings call where they ATM heavily to buy $ETH at +$4600 to remain ahead of $BMNR. However $ETH then crashed and their mNAV compressed heavily leading them to fall behind. (Ill"
X Link 2026-01-08T02:20Z [--] followers, [---] engagements
"@SharpLink @LineaBuild @eigencloud @ether_fi Good job keep growing the yield"
X Link 2026-01-08T14:03Z [--] followers, [---] engagements
"I've been talking about $SBET and $BMNR only recently but I'm still extremely bullish on $BITF. They are one contract away from a re-rating and we already know that the base offer for their Washington site is $140 per kW/month if they go for colocation. I trust @hashoveride judgement if he thinks cloud strategy is the best then it likely is. https://twitter.com/i/web/status/2009268419292745944 https://twitter.com/i/web/status/2009268419292745944"
X Link 2026-01-08T14:18Z [--] followers, [---] engagements
"@minchoi Wow it actually looks good"
X Link 2026-01-09T03:33Z [--] followers, 44.4K engagements
"Prior to $SBET I was heavily invested in $AMD and basically followed every news. With this pullback it might be time to revisit"
X Link 2026-01-09T03:40Z [--] followers, [---] engagements
"Just to show that I aint kidding when I say heavily invested prior to $SBET. My main thesis for $AMD was always that hyperscalers want optionsthey cant just rely on $NVDA. The skepticism was valid: The Instinct series was originally a conversion from supercomputer hardware to AI workloads. When MI300 launched it wasnt built purely for AI from the ground up like Hopper and ROCm couldnt touch CUDA. But I remained convinced that @LisaSu could bridge that gapespecially with @AnushElangovan leading the software turnaround. I also like their transparency with partners and the strategic push for"
X Link 2026-01-09T04:05Z [--] followers, [---] engagements
"The only way Im willing to trim my $SBET position is either: [--]. $ETH fundamentals break [--]. Management blunder like $ETHZ [--]. $SBET reaches +$40 trim a few hundred shares for position sizing Other than that Im not touching it unless Im adding"
X Link 2026-01-09T04:40Z [--] followers, [---] engagements
"@PetriCapital Was thinking about CSPs maybe will do the same in the near future. Yeah as long as fundamentals keep improving mNAV will recover. Then during the FOMO pump our premium should expand"
X Link 2026-01-09T05:22Z [--] followers, [--] engagements
"First option that Ive sold. Yes I dont mind buying $SBET if it falls to $9"
X Link 2026-01-09T16:06Z [--] followers, [----] engagements
"When youre out drinking and clubbing but your mind is focused on your investment ( $SBET) and how I should strategies for [----]. Also have to look for ways to grow my business😅. Its getting competitive right now many Chinese companies migrating to Malaysia rough. But competition forces you to grow out of your comfort zone fun times. Am I drunk Maybe. Have no idea why Im ranting https://twitter.com/i/web/status/2010047982704705722 https://twitter.com/i/web/status/2010047982704705722"
X Link 2026-01-10T17:55Z [--] followers, [---] engagements
"Hear me out. Lets assume @SharpLink can grow their $ETH concentration by 25% 18% and 10% in the next three years. That would put ETH concentration at [--] [---] and [---] IF it really is a supercycle and lets say $ETH gets to a price of: [----] - $6500 (Test period for institutional adoption as we see more ETFs and tokenisation talks) [----] - $12000 (if [----] return is positive [--] year cycle is broken and I think more FOMO and meaningful adoption takes place) [----] - $18000 ( BTC halving cycle and exponential adoption) Price of $SBET at mNAV of [--] would be: [----] - $32.5 [----] - $70.8 [----] - $117 Yes its"
X Link 2026-01-11T03:27Z [--] followers, [--] engagements
"@ghostmma55 @tommyshelb26946 @SharpLink I think it wil be around [---] mNAV (peak) but Im trying to show that its possible for NAV to realistically be $100 per share. $SBET needs to command a premium to be able to reach the target ETH concentration I mentioned"
X Link 2026-01-11T12:01Z [--] followers, [---] engagements
"Wait a minute Malaysian Communications and Multimedia Commission (MCMC) has blocked @grok app in Malaysia 💀 You know I understand the danger of deepfakes etc. that comes with the image and video generation feature but can we truly say that Malaysians are better without Grok I doubt it each LLMs model has their strengths and tracking each innovation is vital to ensure that we dont get left behind. Hopefully @elonmusk and @xai team can find a way to remove this block. I genuinely think Grok is and will continue to be one of the top AI models. #Malaysia"
X Link 2026-01-11T12:12Z [--] followers, [--] engagements
"Guys if $BMNR has the support of Koreans can we get a country to support $SBET @joechalom its time to find a huge accumulator like the retail Koreans or Cathie Wood I recommend the Saudis"
X Link 2026-01-12T12:10Z [--] followers, [---] engagements
"Will be upping my accumulation target: $SBET - [----] $BMNR - [---] $BITF - 3500"
X Link 2026-01-12T13:46Z [--] followers, [---] engagements
"Didnt expect it to get filled but Ill take it. This will allow me to achieve one of my accumulation goal : [----] shares of $BITF ✅"
X Link 2026-01-12T15:23Z [--] followers, [---] engagements
"@cryptorover Lets stop spreading FUD its just rebalancing of ETF"
X Link 2026-01-13T06:34Z [--] followers, [---] engagements
"@materkel I agree $ETH holding $3k when money is risk off shows you how much the fundamentals has improved over the years. Now imagine when interest rate fall and FOMO comes in. We are not bullish enough"
X Link 2026-01-13T06:48Z [--] followers, [--] engagements
"All $BMNR holders should vote yes and support @fundstrat Why Because they are the only $ETH DAT that maintains a premium to mNAV after the 10-10 liquidation day. The Tom Lee premium is built upon the trust he has earned from his long tenure in JP Morgan and Fundstrat . Nothing that he has done warrants any concern and while the timeline has changed the thesis has not. https://twitter.com/i/web/status/2010975668679688316 https://twitter.com/i/web/status/2010975668679688316"
X Link 2026-01-13T07:22Z [--] followers, [---] engagements
"Once the premium for $SBET gets better will be looking to sell some covered calls. The premium will likely be used to lower my average and reach the accumulation goal of [----] shares. Ofc I won't risk the entirety of my holdings just a portion. We are only at the early stage of the Ethereum supercycle. Today will be looking forward to the weekly report. Hopefully we will see $LINEA on the balance sheet. @joechalom time to get another deal once the warrant expires https://twitter.com/i/web/status/2011017569319469318 https://twitter.com/i/web/status/2011017569319469318"
X Link 2026-01-13T10:08Z [--] followers, [---] engagements
"Good CPI numbers + $SBET weekly report + $BITF Needham Growth Conference Let's make it a special day"
X Link 2026-01-13T13:39Z [--] followers, [---] engagements
"Accumulation goals: $BITF - [----] shares ✅ $SBET - [----] shares (in-progress) $BMNR - [---] shares (in-progress) Im convinced $ETH supercycle has barely started people are not bullish enough. NFA"
X Link 2026-01-13T14:13Z [--] followers, [---] engagements
"We are getting to a point where weekly yield is consistently [---] now. Slowly but surely. SharpLink generated [---] $ETH in staking rewards last week. This brings our total cumulative staking rewards to [-----] $ETH since the inception of our treasury. Were compounding rain or shine. https://t.co/ZTS8Fpn6vE SharpLink generated [---] $ETH in staking rewards last week. This brings our total cumulative staking rewards to [-----] $ETH since the inception of our treasury. Were compounding rain or shine. https://t.co/ZTS8Fpn6vE"
X Link 2026-01-13T14:35Z [--] followers, [---] engagements
"So I have accumulated [---] shares of $BMNR but I have sold covered call LEAPs (1 year) with a strike price of $85. The premium provides a yield of approximately 14% (before the overnight pump); after fees it's probably around 13%. Using the premium I have lowered my average cost for $BMNR. I dont really like the premium for $SBET and will only consider CSP. NFA; also like and follow if you like these types of content https://twitter.com/i/web/status/2011259172738998278 https://twitter.com/i/web/status/2011259172738998278"
X Link 2026-01-14T02:08Z [--] followers, [---] engagements
"@SpaceInvestor_D @kingtutcap @joechalom is also the guy who led Blackrock Digital asset ETFs ($IBIT $ETHA)"
X Link 2026-01-14T05:59Z [--] followers, [--] engagements
"A summary of $BITF Needham growth conference [----] by Gemini : Strategic Pivot: From Bitcoin to "Vera Rubin" AI - Infrastructure Leapfrog: Bitfarms is skipping NVIDIAs current Blackwell architecture. 99% of their [--------] portfolio is being built specifically for NVIDIAs next-generation Vera Rubin GPUs (shipping Q4 2026). - Asset Incompatibility: Management believes Vera Rubin chips require infrastructure that is largely incompatible with Blackwell-designed sites creating a massive supply-demand gap they intend to exploit for premium rates in [----]. - Avoidance of Texas: Bitfarms is"
X Link 2026-01-14T08:08Z [--] followers, [---] engagements
"Why I will continue to be bullish on $SBET: [--]. It's horrendously undervalued. mNAV should never be below [--] for a management team comprising @ethereumJoseph and @joechalom not to mention their recent hires. [--]. We are in the early stages of the $ETH supercycle. There are many catalysts for 2026: - CLARITY Act - Lower interest rates - Glamsterdam Upgrade (which improves TPS) and the Hegota Upgrade (a critical technical fix for Ethereum's longevity) - Staking ETH ETFs from major institutions (BlackRock Morgan Stanley VanEck Grayscale and Fidelity) - Tokenization has just begun to transition from"
X Link 2026-01-14T13:50Z [--] followers, [----] engagements
"You know if $BMNR really hits +$85 by [--] Jan [----] I will be forced to sell [---] shares of $BMNR. I did use the premium to average down but it will be a long wait before theta eats up the price of the contract. I dont regret it as 14% yield at 3x the price seems like a good deal. But awful timing in my part. A lesson to be learned. https://twitter.com/i/web/status/2011459268395089961 https://twitter.com/i/web/status/2011459268395089961"
X Link 2026-01-14T15:23Z [--] followers, [---] engagements
"Next week Im looking to see if $SBET management will announce share buybacks. My belief is that the warrant from the capital raise (exp [--] Jan 2026) hinder management from SBB. Im just guessing because I cant think of another reason of not buying back shares at mNAV0.8 I trust that @joechalom will do the right thing. https://twitter.com/i/web/status/2011462121780130096 https://twitter.com/i/web/status/2011462121780130096"
X Link 2026-01-14T15:35Z [--] followers, [---] engagements
"Ok my $BITF call is getting cooked. I need $BITF to be back above $3 by Feb [--] [----]. Aint no way people are bearish after the conference 😑 I thought it was clear that deals werent going to be announced anytime soon or at least until +$170/kW is offered"
X Link 2026-01-14T15:42Z [--] followers, [---] engagements
"@stockbrokezhbh5 I own both and I think there will be multiple winners even if one of them is lagging"
X Link 2026-01-14T15:55Z [--] followers, [--] engagements
"The newly appointed chair shows you the commitment of $BITF to fully commit to North America pivot. As an investor some will say Im biased (maybe) so here is Gemini summary: Bitfarms appointed Edie Hofmeister as Chair of the Board primarily to facilitate its strategic move to redomicile to the United States. Why Bitfarms Appointed Her The decision is a strategic governance play rather than an operational one. Bitfarms is pivoting its corporate home to the U.S. to access deeper capital markets and improve eligibility for U.S. stock indices. Hofmeister was chosen because: U.S. Legal &"
X Link 2026-01-14T16:29Z [--] followers, [---] engagements
"They have $40 million in cash if Im not mistaken. I also think they can announce they will sell maybe a portion of staking yield (example: [---] ETH from the 500) in order to buyback shares as its accretive to shareholders. Or use staking yield to finance debt remember they did mentioned it once. They definitely could fix the issue you mentioned. In fact I was extremely critical about the isssue with graphics in the Q3 X post. Should NEVER happen since that is an intern lv mistake. https://twitter.com/i/web/status/2011582975490867514 https://twitter.com/i/web/status/2011582975490867514"
X Link 2026-01-14T23:35Z [--] followers, [--] engagements
"Ok initially I was concerned about investing in Beast Industries because I never heard of it and have no idea what kind of revenue and balance sheet they have. It seems to include @MrBeast channel but at a $5 Billion valuation 😶( $BMNR owns 4%) Will see what @fundstrat has to say not against it however valuation seems crazy without any details. https://twitter.com/i/web/status/2011783655044366425 https://twitter.com/i/web/status/2011783655044366425"
X Link 2026-01-15T12:52Z [--] followers, [---] engagements
"Now that $BMNR owns part of Mr.Beast brand does that mean most of Gen Z and Gen Alpha will be $ETH holders 🤔 Im just saying it might be a brilliant move to regain mNAV premium. We can no longer say $BMNR is just an $ETH DAT. They are an investment holding company"
X Link 2026-01-15T12:57Z [--] followers, [---] engagements
"If someone were to put me in a lie detector and ask me if Im starting to regret making $SBET my major bet over $BMNR Im not sure if Im passing that test. @joechalom @ethereumJoseph if @fundstrat really gets Vitalik to join $BMNR and we do not have anything other than Linea a lot of $SBET holders will start doubting their investment. Im just being honest. https://twitter.com/i/web/status/2011792007610642799 https://twitter.com/i/web/status/2011792007610642799"
X Link 2026-01-15T13:26Z [--] followers, [---] engagements
"How I feel about $SBET Im still fking bullish but let me rant a bit"
X Link 2026-01-15T13:48Z [--] followers, [----] engagements
"@JoeyTradesOnX Welcome back bro. Only few $SBET bulls left"
X Link 2026-01-15T23:19Z [--] followers, [---] engagements
"So no Vitalik or Sam Altman What was that video about then $BMNR So confusing"
X Link 2026-01-16T00:15Z [--] followers, [---] engagements
"@JoeyTradesOnX @joechalom @ethereumJoseph @fundstrat No but there was a video circulating where Tom Lee says Vitalik and Sam Altman will be attending the Bitmine Conference"
X Link 2026-01-16T01:41Z [--] followers, [--] engagements
"@SharpLink @joechalom @ethereumJoseph If this doesnt motivate you to do better I dont know what will. People are split on the Beast Industries investment for $BMNR this is the perfect time to be pitching to investors who wants ONLY $ETH related exposure. We have $40 million in cash it doesnt need to stay idle but I understand you need cash reserves for emergency. Marketing needs to be improved and I wish you can just give an estimated target yield. There are many things you can do that doesnt require expenditure. If you are going to get stock award you better be actively managing the company."
X Link 2026-01-16T04:29Z [--] followers, [---] engagements
"To all $BMNR holders including @amitisinvesting if you want a DAT that focuses solely on $ETH and also have an advantage in the DeFi space that's $SBET. Attached is a picture of @joechalom Former Head of Digital Assets Strategy @ BlackRock and CURRENT CEO of @SharpLink. He is the definition of risk management. Oh and we also have @ethereumJoseph CO-FOUNDER of Ethereum and CEO of Consensys. New protocols that are worth supporting will first be discovered by $SBET - that's the advantage. $SBET is currently trading below NAV with a discount of almost 25%. For those who don't like moonshot"
X Link 2026-01-16T04:57Z [--] followers, [----] engagements
"@Futurenvesting @VukajIlir91807 That's $SBET"
X Link 2026-01-16T05:14Z [--] followers, [---] engagements
"What I realise watching the YouTube finance influencers is that what they want is literally $SBET. The entire Q3 earning call of SharpLink is about $ETH. No hype no price target just implications. $SBET has also deployed their ETH to support projects like @LineaBuild which supports the Ethereum ecosystem. I really hope @joechalom will be invited to @amitisinvesting show once feels like a match made in heaven. https://twitter.com/i/web/status/2012040374538375310 https://twitter.com/i/web/status/2012040374538375310"
X Link 2026-01-16T05:53Z [--] followers, [---] engagements
"I was disappointed but it happens I guess. More confused with why did Vitalik or Sam Altman not participate. I think Vitalik was going to be there but cancelled since someone from EF was there. No idea on Sam Altman. Like those guest were the reason why some of us were excited. https://twitter.com/i/web/status/2012079147296931925 https://twitter.com/i/web/status/2012079147296931925"
X Link 2026-01-16T08:27Z [--] followers, [--] engagements
"I feel like I word it pretty badly since it was more of a joke tweet. I have no idea how Beast Industries relates to DeFi or ETH but it does acts as a diversification. What most are concern other than it's relation to ETH the valuation seems high. We don't really haveany detail other than the fact it's Mr.Beast The app is confusing as well but you're right. It doesn't matter as long as ETH goes up. Though I think $SBET is better for PURE ETH exposure. I like $BMNR because of it's scale and the ability to do moonshot funded by their staking yield."
X Link 2026-01-16T14:44Z [--] followers, [--] engagements
"He has a brand and I think he feels pressured to provide PT to drive hype. Like most non-crypto people will now think of Tom Lee when you say ETH (other than Vitalik). He is good for Ethereum but I feel like most people thesis matched directly to $SBET strategy rather than $BMNR. It's just SBET don't really have much media exposure. https://twitter.com/i/web/status/2012176952304804273 https://twitter.com/i/web/status/2012176952304804273"
X Link 2026-01-16T14:55Z [--] followers, [---] engagements
"I wonder what benefit will $SBET get from the initial deployment in Linea (like first mover benefit/reward). Also it will be perfect if we can any member of the @SharpLink team to @amitisinvesting podcast for more exposure or someone (@Futurenvesting etc.) with a good following in the TradFi space. Literally just update the September presentation slide and pitch to them. Im certain they will be interested. We should strike when the opportunity is here Either @joechalom or @sheffieldreport will be our representatives Im extremely confident in $SBET as a high quality $ETH proxy."
X Link 2026-01-17T02:32Z [--] followers, [---] engagements
"Also my fellow $SBET holders enjoy the long break. We close at $11 and its just the beginning. Clarity Act is delayed not dead Ethereum fundamentals are improving and management WILL find a way to increase $ETH concentration. WE ARE EARLY NOT WRONG"
X Link 2026-01-17T02:36Z [--] followers, [---] engagements
"@PetriCapital Yes sir we can write EARLY SBET investor in the future 😎"
X Link 2026-01-17T02:53Z [--] followers, [--] engagements
"Why I believe $SBET is OVERLOOKED and SIGNIFICANTLY mispriced. (Read point [--] if you want something most people missed) 1) World class management Check slide [--] for the credentials of @joechalom and @ethereumJoseph . Furthermore they have recently bolstered their team with a CIO CDO and CMO (@sheffieldreport @mcamarda0 @mandyzcamp ). 2) Building an actual business that earn ETH denominated revenue (Check slide 2) From a podcast with @wealthion in Sep [----] Chalom states: "And then finally when we look back I hope we've built a business or two that is helping support some transaction life cycle"
X Link 2026-01-17T03:47Z [--] followers, [----] engagements
"@QeYcc @PetriCapital I think combination of some BMNR holders wanting an alternative and the short interest plays a role. But yeah ironic"
X Link 2026-01-17T03:48Z [--] followers, [--] engagements
"@joechalom @ethereumJoseph All slides are from September [--] [----] investor presentation Check their website for more information https://investors.sharplink.com/ https://investors.sharplink.com/"
X Link 2026-01-17T04:02Z [--] followers, [---] engagements
"You know Ive been early in spotting some of the trends but my paper hand syndrome cost me a lot. Learn but will never forget $RKLB. Oh yeah I also bought $PLTR at $7 and sold at $9 💀. To be fair there was margin involved that time. $SBET youre next to explode and this time I wont paper hand it again. https://twitter.com/i/web/status/2012472279654117783 https://twitter.com/i/web/status/2012472279654117783"
X Link 2026-01-17T10:29Z [--] followers, [---] engagements
"@Scaramucci Open the competition let innovation thrive. When Yahoo couldnt compete with Google do we put regulation on search When Blockbuster couldnt adapt with Netflix do we put regulation on entertainment Consumer will choose whats best for them its that simple"
X Link 2026-01-17T12:58Z [--] followers, [---] engagements
"Bro the tariff card has been played does anyone have a negate effect"
X Link 2026-01-18T01:15Z [--] followers, [--] engagements
"Its crazy that $SBET is CLEARLY the better PURE $ETH exposure for a DAT and $BMNR is attempting to be an investment holding BEHEMOTH. The Moonshot will eventually be funded purely on $ETH staking yield and that to me is their differentiation. Im bullish on both. Only thing Im confused is why tell us Vitalik and Sam Altman will be guest speakers.unless that interview was AI generated. https://twitter.com/i/web/status/2012853206217576637 https://twitter.com/i/web/status/2012853206217576637"
X Link 2026-01-18T11:42Z [--] followers, [---] engagements
"The amount of disrespect to $SBET is insane but once $ETH turns around and they prove that they are the BEST PURE PLAY $ETH DAT it will lead to a generational comeback. We shall see"
X Link 2026-01-18T12:04Z [--] followers, [---] engagements
"@BlankYosef @mmmikema @BitMNR Borrowing a slide from Sharplink presentation. Its really not as crazy as it seems. But I think Bitmine has a chance to grow significantly via Moonshots. I dont know about $1000 / share but its not impossible"
X Link 2026-01-19T05:20Z [--] followers, [--] engagements
"@joechalom @SharpLink BUYBACK SHARES NOW is what I would like to say but I think theres a chance @joechalom is maintaining a cash position before confirmation that the 4-year cycle is broken. In his interview with @fomohour the exact quote from him is : "I think you're just going to look in March or April and either BTC's going to be trading at $120k or $65k. While I would want them to announce more SBB I would understand them wanting at least some cash if we enter a bear market. The clear solution is to find a way to raise cash at a premium similar to the previous deal. The warrant has"
X Link 2026-01-20T09:39Z [--] followers, [---] engagements
"Just a reminder that this is what @joechalom say about the crypto 4-year cycle: "I think you're just going to look in March or April and either BTC's going to be trading at $120k or $65k. Basically nobody knows which direction but it will be a big move. Maybe this is why he is keeping a cash position. Stay safe my fellow $SBET holders and don't leverage Let's hope it's TACO again. https://twitter.com/i/web/status/2013633973633884575 https://twitter.com/i/web/status/2013633973633884575"
X Link 2026-01-20T15:25Z [--] followers, [--] engagements
"@jntolno @joechalom @SharpLink @fomohour Yes can just use Claude Code to fix it. I also dont like the silence from management unless they are in the process of getting a deal"
X Link 2026-01-21T00:30Z [--] followers, [--] engagements
"My thesis on $AMBA inspired by the Bikini trend and the influx of AI generated video. Research was done with the help of Claude and Gemini and I used Grok to provide feedback as well. Any feedback is welcome my technical knowledge is lacking so thoughts from industry expert will be helpful. NFA https://t.co/7vN3csbZku https://t.co/7vN3csbZku"
X Link 2026-01-21T12:45Z [--] followers, [---] engagements
"My top [--] positions right now: [--]. $SBET : Best PURE PLAY $ETH DAT [--]. $BITF : AI/HPC infrastructure with over potential 2.1GW power portfolio [--]. $BMNR : Largest $ETH DAT with potential to be a LARGE INVESTMENT HOLDING company [--]. $AMBA : AI/Robotics Player (check my thesis on it)"
X Link 2026-01-22T15:44Z [--] followers, [---] engagements
"World class is being one of the co-founders of Ethereum and founding Consensys which is a multi-billion company. World class is also being the head of Digital Asset Strategy at BlackRock and launching the largest BTC and ETH ETFs. Its understandable to be upset when the price is down but it hasnt even been a year since Chalom was hired. And he is one of the only ones who consistently say it is a DECADE long opportunity and has NEVER provide a short term price target. https://twitter.com/i/web/status/2014369300786909462 https://twitter.com/i/web/status/2014369300786909462"
X Link 2026-01-22T16:07Z [--] followers, [--] engagements
"@ElPadrinoTexas Wow youre a whale 🐳 I only have [----] shares but its a decent chuck of portfolio"
X Link 2026-01-22T17:05Z [--] followers, [--] engagements
"I will say that most people want an indication that the market is risk-on and also that the 4-year cycle is no longer true. If we are talking about the adoption of Ethereum weve actually seen institutions like JP Morgan and BlackRock building on it. Just not at scale yet. IF you believe that $ETH will enter a supercycle due to tokenisation then allocating a portion into SBET which is a proxy doesnt seem crazy. Its very dependent on your belief in Ethereum. https://twitter.com/i/web/status/2014860353163989052 https://twitter.com/i/web/status/2014860353163989052"
X Link 2026-01-24T00:38Z [--] followers, [--] engagements
"$ETHZ is uninvestable. Management is selling liquid $ETH to play Venture Capitalist with zero track record. This isn't what shareholders signed up for. While @joechalom focuses on discipline and risk management @ETHZilla_ETHZ is annihilating value and hiding behind locked comments. We need an @SECGov investigation and an immediate block on these startup deals. Show us the ETH. https://twitter.com/i/web/status/2008712149708009669 https://twitter.com/i/web/status/2008712149708009669"
X Link 2026-01-07T01:27Z [--] followers, [----] engagements
"I am very bullish on $AMBA Will explain why soon"
X Link 2026-01-15T07:28Z [--] followers, [---] engagements
"AI video processing infrastructure thats all Im going to say. $AMBA"
X Link 2026-01-15T11:54Z [--] followers, [---] engagements
"@QeYcc @PetriCapital Agree the only one bad is those who leverage and got forced to sell ( $ETHZ)"
X Link 2026-01-17T03:55Z [--] followers, [---] engagements
"@SharpLink @joechalom you need to be getting $SBET more exposure by going to more popular TradFi show. Silence is not the answer"
X Link 2026-01-21T00:28Z [--] followers, [---] engagements
"Last time I used to post in $SBET Reddit group until I got downvoted for raising concern that mNAV below [--] would stall accumulation (it was BEFORE they announced SBB plan). Its been +6 months and Ive moved to X. No regrets checking back their Reddit group is filled with delusional people and now they are building something alike a cult. Accountability is important. As an investor you should never LOVE or HATE a company. Thesis and managements ability to execute is all that matters. @joechalom @SharpLink I dont understand why we cant use AI for social media its better than the current system."
X Link 2026-01-21T02:39Z [--] followers, [---] engagements
"I just published my thesis on $SBET. It includes my $ETH thesis as well and I really think it's a good read for anyone who is interested in ETH or looking for an proxy. Please Like Repost and Comment. It took some time to write and edit it and I welcome anyone to suggest points to improve. Initially I want to include my $BMNR thesis as well but I think it will be way too long. But I hope you enjoy reading this article it should have some interesting info. https://t.co/YtjaFrtKD9 https://t.co/YtjaFrtKD9"
X Link 2026-01-22T13:36Z [--] followers, [---] engagements
"Ive added more $BMNR recently. My view is that $SBET will be the best pure play $ETH DAT and will earned the best yield in the long run. However I think $BMNR will be akin to a Berkshire Hathaway for Gen Z and Gen Alpha. Im comfortable with letting Tom Lee invest in Moonshot from the yield generated by staking. BOTH will be major winners in the $ETH supercycle. https://twitter.com/i/web/status/2016511028910297325 https://twitter.com/i/web/status/2016511028910297325"
X Link 2026-01-28T13:57Z [--] followers, [---] engagements
"@JoeyTradesOnX Similar sold $AMD at the $180s for $SBET. Do I regret it Hindsight yeah but I treat it as a lesson. I still believe in the ETH thesis though it doesn't change that from a pure investment perspective it's been a mistake"
X Link 2026-01-28T14:23Z [--] followers, [---] engagements
"@chinoalemano I think late February or early March they will announce a deal aligns with NTP and right before earnings. Patience is important here. BTW do you know if @TheKamaHsutra has received any response from @hashoveride"
X Link 2026-01-29T11:13Z [--] followers, [---] engagements
"Its a tough and volatile market but its numb now. I have full confidence in the companies Ive invested only thing that concerns me is the strength of dollar. $SBET $BMNR $BITF $AMBA"
X Link 2026-01-29T15:07Z [--] followers, [---] engagements
"@SteveUrkelDude You have to look at market cap the ATM strategy increases the floor but during Oct the premium was [---] Premium has now basically been evaporated"
X Link 2026-01-30T02:06Z [--] followers, [---] engagements
"2026 just started and I feel like we've been through [--] cycles already. We have the space stocks commodities mega bull run dollar crisis and crypto basically U-turning once a week. This Trump's era is insane. Stay safe my fellow $SBET $BMNR holders"
X Link 2026-01-30T02:46Z [--] followers, [---] engagements
"Its been dipping for more than [--] months and Im still fking buying. $SBET $BMNR $BITF"
X Link 2026-01-30T04:27Z [--] followers, [----] engagements
"The good thing about being a $SBET holder is that we already experience the crash before it even happens. We are already numb and have the patience to wait this out. Weak hands are all gone already. With that said it still feels like shit. It will do a lot for investors if @joechalom or any of the management team make an open market purchase. https://twitter.com/i/web/status/2017202020420375016 https://twitter.com/i/web/status/2017202020420375016"
X Link 2026-01-30T11:43Z [--] followers, [---] engagements
"Bro idk what to say except we are witnessing history. Gold and Silver both getting absolutely hammered cant believe silver dumped 30% in a day. Maybe thats why @SharpLink is keeping cash but now its time to show us. @joechalom says the 4-year cycle will be decided by March either BTC at $60k or 120k we shall see. https://twitter.com/i/web/status/2017420480928748002 https://twitter.com/i/web/status/2017420480928748002"
X Link 2026-01-31T02:11Z [--] followers, [--] engagements
"Fk I want the market to stay close on Monday. Will be avoiding any use of my phone price alert shall be removed. $SBET $BMNR holders it will be rough but remember why youve invested in those companies in the first place. Stay safe and its not the end. Investing is only one aspect of life. (Yes this message is also for myself) https://twitter.com/i/web/status/2017618694453756079 https://twitter.com/i/web/status/2017618694453756079"
X Link 2026-01-31T15:19Z [--] followers, [---] engagements
"If $SBET goes below $8 will consider adding. If $BMNR goes below $22 will consider adding. Thats what I would like to say but my cash reserve is drying up 💀"
X Link 2026-02-01T12:17Z [--] followers, [---] engagements
"SharpLink's 13F Update (As of Feb [--] [----] only including [----] report): Top Buys - IMC-CHICAGO LLC ( Mixture of options and shares equivalent to 600k shares of unprotected long ) - WOLVERINE ASSET MANAGEMENT LLC ( [------] shares) - CRESSET ASSET MANAGEMENT LLC ( [------] shares) Top Sells - APEIRON CAPITAL LTD ( [--------] shares SOLD ALL) - UBS GROUP AG ( [--------] shares 22% trim) $SBET $ETH https://twitter.com/i/web/status/2018519891649892535 https://twitter.com/i/web/status/2018519891649892535"
X Link 2026-02-03T03:00Z [--] followers, [--] engagements
"The unique thing about @SharpLink is that @joechalom and his team has basically given up on defending the stock price. Instead they have chosen to build purely on fundamentals which has short term consequences on the mNAV but long term benefits. We shall see if execution is good enough premium should recover. Just my quick thoughts on $SBET. https://twitter.com/i/web/status/2018559091208294902 https://twitter.com/i/web/status/2018559091208294902"
X Link 2026-02-03T05:36Z [--] followers, [--] engagements
"@jntolno @SharpLink So far but would like to see some major buys like +1 million shares purchases"
X Link 2026-02-03T08:49Z [--] followers, [--] engagements
"Thats why I say Q4 was a miss in my book and it also shows that @SharpLink is reliant on ATM strategy in the short run. However building on the long term fundamentals is not done in 1-2 quarters. @joechalom hasnt even been CEO for a year we will need time to evaluate his performance. And I guess being retarded is a good thing in the Crypto world 😂 https://twitter.com/i/web/status/2018673559737147706 https://twitter.com/i/web/status/2018673559737147706"
X Link 2026-02-03T13:10Z [--] followers, [--] engagements
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