[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @David_Grid David Grider David Grider posts on X about ethereum, $eth, strategy, $bmnr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::3331264817/interactions)  - X Week XXXXXXX +61,374% - X Month XXXXXXX +378% - X Months XXXXXXX +7,810% - X Year XXXXXXX +59,626% ### Mentions: XX [#](/creator/twitter::3331264817/posts_active)  ### Followers: XXXXX [#](/creator/twitter::3331264817/followers)  - X Week XXXXX +0.92% - X Month XXXXX +1.90% - X Months XXXXX +11% - X Year XXXXX +11% ### CreatorRank: XXXXXX [#](/creator/twitter::3331264817/influencer_rank)  ### Social Influence [#](/creator/twitter::3331264817/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #128 [stocks](/list/stocks) #841 [finance](/list/finance) XX% [currencies](/list/currencies) XXXX% **Social topic influence** [ethereum](/topic/ethereum) #32, [$eth](/topic/$eth) #9, [strategy](/topic/strategy) #13, [$bmnr](/topic/$bmnr) #5, [atm](/topic/atm) #37, [market cap](/topic/market-cap) #41, [100m](/topic/100m) #112, [$45b](/topic/$45b) #1, [$2b](/topic/$2b) #7, [$25b](/topic/$25b) #7 **Top accounts mentioned or mentioned by** [@bitmnr](/creator/undefined) [@fundstrat](/creator/undefined) [@microstrategy](/creator/undefined) [@mikebrownsworld](/creator/undefined) [@forwardguidance](/creator/undefined) [@sharplinkgaming](/creator/undefined) [@snrstonks17](/creator/undefined) [@saylor](/creator/undefined) [@bmnrpsycopath](/creator/undefined) [@crossbordercap](/creator/undefined) [@dwinny_21](/creator/undefined) [@dogwalker2019](/creator/undefined) [@seviay31](/creator/undefined) [@agkburner](/creator/undefined) [@pioneerjane](/creator/undefined) [@pzhdaman](/creator/undefined) [@___doni__](/creator/undefined) [@verbeck_da1784](/creator/undefined) [@jwlhokie](/creator/undefined) [@tangojazz99](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/ethereum) [Strategy (MSTR)](/topic/strategy) [BitMine (BMNR)](/topic/$bmnr) [Hundred Million (100M)](/topic/$100m) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts [#](/creator/twitter::3331264817/posts) --- Top posts by engagements in the last XX hours "2/ While @BitMNR may be the leading Ethereum ($ETH) treasury company it looks like its trading at a cheaper NAV multiple than @SharpLinkGaming and @MicroStrategy despite much faster growth"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805158231134561) 2025-07-28 12:12:30 UTC 9429 followers, 9155 engagements "1/ What could $BMNR be worth Heres a few hypothetical scenarios to think about the value of the largest and fastest growing Ethereum ($ETH) Treasury company @BitMNR"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805156217893226) 2025-07-28 12:12:29 UTC 9429 followers, 236.4K engagements "4/ What does this mean for BMNRs NAV per share We estimate @BitMNR has grown its ETH per diluted share by over XXX% MTD from XXXXXX to XXXXXX ETH/share or by 500%+ in USD terms from $X to $XX NAV/share. (Note: these are our internal estimates since we dont yet know the actual number of shares issued via the ATM and the ETH bought since their last announcement)"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805162958078100) 2025-07-28 12:12:31 UTC 9429 followers, 7590 engagements "10/ Disclosure: Finality holds a position in BMNR and nothing here should be considered financial/legal/tax advice. Please see important disclosures below"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805174878298191) 2025-07-28 12:12:33 UTC 9429 followers, 5535 engagements "Theres a strong argument that @BitMNR is trading at a 1x NAV multiple TODAY. @fundstrat just said $BMNR is doing $100m of net income (from staking etc). Put a 25x PE multiple on that and its $2.5b of value plus the $2b of ETH they hold equals the $4.5b market cap before any additional buys"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1948543486707523752) 2025-07-25 00:39:04 UTC 9428 followers, 141.1K engagements "@SNR_Stonks17 @BitMNR Im forecasting it for the last couple days since their last announcement based on share trading volume and adjusting for ETH price movement"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949816338270089612) 2025-07-28 12:56:55 UTC 9429 followers, 3067 engagements "9/ While we think BMNR has proven to be the current market leader due to @fundstrat and teams' strong execution we think the Ethereum Treasury Co. boom overall should bode well for $ETH flows and price action similar to the impact @MicroStrategy had on $BTC over recent years - and that should be good for BMNR"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805173242490890) 2025-07-28 12:12:33 UTC 9429 followers, 16.6K engagements "8/ Treasury companies are next generation crypto neo-banks and have similarities toTradFi banks that trade at a book value multiple due to their ability to generate income via a positive net interest margin"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805171116007540) 2025-07-28 12:12:33 UTC 9429 followers, 8958 engagements "6/ Notably our NAV multiple estimate is before applying any operating value to BMNR's ongoing $100m per year and growing on-chain income generating (non-capital markets) activities"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805166716211351) 2025-07-28 12:12:32 UTC 9428 followers, 9837 engagements "@MikeBrownsWorld @BitMNR @fundstrat Treasury COs are like banks earning a net interest margin. JP Morgan trades at a 15x PE but its going much slower"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1948707380574769387) 2025-07-25 11:30:19 UTC 9428 followers, 3144 engagements "@MikeBrownsWorld @BMNRPSYCOPATH @BitMNR @fundstrat Do you want to be right or do you want to make money Growth doesnt have to last In perpetuity to justify a premium"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1948832349485220243) 2025-07-25 19:46:54 UTC 8970 followers, XXX engagements "Listen closely to what Trump says here We are going to issue short-term 3m 6m and were going to get the rates down and issue long term Its just YCC and monetary easing by another name H/t @crossbordercap"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1935550459478983142) 2025-06-19 04:09:24 UTC 8974 followers, 35.3K engagements "5/ While $BMNRs stock price of $XX is roughly flat since the start of the month we estimate that the stocks NAV multiple has gotten over XX% cheaper declining to 1.6x due to the company's strong ETH per share growth largely via ATM issuance"  [@David_Grid](/creator/x/David_Grid) on [X](/post/tweet/1949805164845535632) 2025-07-28 12:12:31 UTC 9429 followers, 7312 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@David_Grid David Grider
David Grider posts on X about ethereum, $eth, strategy, $bmnr the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +61,374%
- X Month XXXXXXX +378%
- X Months XXXXXXX +7,810%
- X Year XXXXXXX +59,626%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +0.92%
- X Month XXXXX +1.90%
- X Months XXXXX +11%
- X Year XXXXX +11%
CreatorRank: XXXXXX #
Social Influence #
Social category influence cryptocurrencies #128 stocks #841 finance XX% currencies XXXX%
Social topic influence ethereum #32, $eth #9, strategy #13, $bmnr #5, atm #37, market cap #41, 100m #112, $45b #1, $2b #7, $25b #7
Top accounts mentioned or mentioned by @bitmnr @fundstrat @microstrategy @mikebrownsworld @forwardguidance @sharplinkgaming @snrstonks17 @saylor @bmnrpsycopath @crossbordercap @dwinny_21 @dogwalker2019 @seviay31 @agkburner @pioneerjane @pzhdaman @_doni @verbeck_da1784 @jwlhokie @tangojazz99
Top assets mentioned Ethereum (ETH) Strategy (MSTR) BitMine (BMNR) Hundred Million (100M) BITMINE IMMERSION TECH (BMNR) Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"2/ While @BitMNR may be the leading Ethereum ($ETH) treasury company it looks like its trading at a cheaper NAV multiple than @SharpLinkGaming and @MicroStrategy despite much faster growth"
@David_Grid on X 2025-07-28 12:12:30 UTC 9429 followers, 9155 engagements
"1/ What could $BMNR be worth Heres a few hypothetical scenarios to think about the value of the largest and fastest growing Ethereum ($ETH) Treasury company @BitMNR" @David_Grid on X 2025-07-28 12:12:29 UTC 9429 followers, 236.4K engagements
"4/ What does this mean for BMNRs NAV per share We estimate @BitMNR has grown its ETH per diluted share by over XXX% MTD from XXXXXX to XXXXXX ETH/share or by 500%+ in USD terms from $X to $XX NAV/share. (Note: these are our internal estimates since we dont yet know the actual number of shares issued via the ATM and the ETH bought since their last announcement)" @David_Grid on X 2025-07-28 12:12:31 UTC 9429 followers, 7590 engagements
"10/ Disclosure: Finality holds a position in BMNR and nothing here should be considered financial/legal/tax advice. Please see important disclosures below" @David_Grid on X 2025-07-28 12:12:33 UTC 9429 followers, 5535 engagements
"Theres a strong argument that @BitMNR is trading at a 1x NAV multiple TODAY. @fundstrat just said $BMNR is doing $100m of net income (from staking etc). Put a 25x PE multiple on that and its $2.5b of value plus the $2b of ETH they hold equals the $4.5b market cap before any additional buys" @David_Grid on X 2025-07-25 00:39:04 UTC 9428 followers, 141.1K engagements
"@SNR_Stonks17 @BitMNR Im forecasting it for the last couple days since their last announcement based on share trading volume and adjusting for ETH price movement" @David_Grid on X 2025-07-28 12:56:55 UTC 9429 followers, 3067 engagements
"9/ While we think BMNR has proven to be the current market leader due to @fundstrat and teams' strong execution we think the Ethereum Treasury Co. boom overall should bode well for $ETH flows and price action similar to the impact @MicroStrategy had on $BTC over recent years - and that should be good for BMNR" @David_Grid on X 2025-07-28 12:12:33 UTC 9429 followers, 16.6K engagements
"8/ Treasury companies are next generation crypto neo-banks and have similarities toTradFi banks that trade at a book value multiple due to their ability to generate income via a positive net interest margin" @David_Grid on X 2025-07-28 12:12:33 UTC 9429 followers, 8958 engagements
"6/ Notably our NAV multiple estimate is before applying any operating value to BMNR's ongoing $100m per year and growing on-chain income generating (non-capital markets) activities" @David_Grid on X 2025-07-28 12:12:32 UTC 9428 followers, 9837 engagements
"@MikeBrownsWorld @BitMNR @fundstrat Treasury COs are like banks earning a net interest margin. JP Morgan trades at a 15x PE but its going much slower" @David_Grid on X 2025-07-25 11:30:19 UTC 9428 followers, 3144 engagements
"@MikeBrownsWorld @BMNRPSYCOPATH @BitMNR @fundstrat Do you want to be right or do you want to make money Growth doesnt have to last In perpetuity to justify a premium" @David_Grid on X 2025-07-25 19:46:54 UTC 8970 followers, XXX engagements
"Listen closely to what Trump says here We are going to issue short-term 3m 6m and were going to get the rates down and issue long term Its just YCC and monetary easing by another name H/t @crossbordercap" @David_Grid on X 2025-06-19 04:09:24 UTC 8974 followers, 35.3K engagements
"5/ While $BMNRs stock price of $XX is roughly flat since the start of the month we estimate that the stocks NAV multiple has gotten over XX% cheaper declining to 1.6x due to the company's strong ETH per share growth largely via ATM issuance" @David_Grid on X 2025-07-28 12:12:31 UTC 9429 followers, 7312 engagements