# ![@RiskOnBobby Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::56478062.png) @RiskOnBobby Ricky

There are no posts specifically about Ricky. However, several stocks such as $bmnr, $btbt, $btcs, $dynx, $ethz, $fgnx, $game, and $sbet have been experiencing significant activity, with some companies releasing updates on their Ethereum holdings and warrant exercises. The overall market has seen a momentum unwind, with traders awaiting Powell's speech and reacting to company-specific news and market trends.

### Engagements: [---] [#](/creator/twitter::56478062/interactions)
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- [--] Week [-----] +414%
- [--] Month [-----] +53%
- [--] Months [-------] -10%
- [--] Year [---------] +2,833%

### Mentions: [--] [#](/creator/twitter::56478062/posts_active)
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- [--] Week [--] -43%
- [--] Month [--] no change
- [--] Months [---] -7.40%
- [--] Year [---] +397%

### Followers: [-----] [#](/creator/twitter::56478062/followers)
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- [--] Week [-----] -0.18%
- [--] Month [-----] -0.65%
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### CreatorRank: [---------] [#](/creator/twitter::56478062/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  88% [cryptocurrencies](/list/cryptocurrencies)  76% [finance](/list/finance)  48% [technology brands](/list/technology-brands)  6% [exchanges](/list/exchanges)  2% [countries](/list/countries)  2% [financial services](/list/financial-services)  2% [social networks](/list/social-networks)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$btbt](/topic/$btbt) #51, [$bmnr](/topic/$bmnr) #314, [$sbet](/topic/$sbet) #58, [$game](/topic/$game) #54, [$btcs](/topic/$btcs) #37, [$fgnx](/topic/$fgnx) #7, [$ethz](/topic/$ethz) #41, [$ethm](/topic/$ethm) #3, [$dynx](/topic/$dynx) 23%, [$atnf](/topic/$atnf) 16%

**Top accounts mentioned or mentioned by**
[@fundstrat](/creator/undefined) [@samirtabar](/creator/undefined) [@70polygon](/creator/undefined) [@bitmnr](/creator/undefined) [@whitefiber](/creator/undefined) [@leopoldasch](/creator/undefined) [@charlesbtcs](/creator/undefined) [@shebes63083](/creator/undefined) [@mistermike666](/creator/undefined) [@joechalom](/creator/undefined) [@dgkittyx](/creator/undefined) [@arkinvest](/creator/undefined) [@rleshner](/creator/undefined) [@fundstrats](/creator/undefined) [@blsgov](/creator/undefined) [@superstate](/creator/undefined) [@richard73628254](/creator/undefined) [@maxlpha](/creator/undefined) [@th3wlzard](/creator/undefined) [@0xryandg](/creator/undefined)

**Top assets mentioned**
[Bit Digital, Inc. (BTBT)](/topic/$btbt) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [SBET (SBET)](/topic/$sbet) [GameCredits (GAME)](/topic/$game) [BTCS Inc. (BTCS)](/topic/$btcs) [FG Nexus (FGNX)](/topic/$fgnx) [ETHZilla Corp (ETHZ)](/topic/$ethz) [Ethereum Meta (ETHM)](/topic/$ethm) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Ethereum (ETH)](/topic/$eth) [Oracle Corporation (ORCL)](/topic/$orcl) [Caught in 4K (4K)](/topic/$4k) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [iShares BTC Trust (IBIT)](/topic/$ibit) [Bitcoin (BTC)](/topic/$btc) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 10/31/25): $ETHZ (10/27) sells [---] ETH raising $40mm to repurchase shares trading below mNAV. Big macro week in the books. FOMC cuts 25bps Most of big tech prints (moar ai capex) and Trump/XI meeting [--] out of [--]. ETH DATs still out of favor as both ETH and BTC close down on the week. Volumes have dried up with record lows of $1.4bn/$9.4bn on the day/ week. $BMNR mNAV down to 1.25x which is the lowest since mid-Sep. $MSTR mNAV down to 1.3x down steadily since hovering around 2x in July."  
[X Link](https://x.com/anyuser/status/1984357124101779558)  2025-10-31T20:29Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 11/19/25): $BTBT reported last Friday. No new purchases since 11/7 but worth noting is that @SamirTabar said on the earnings call that no $WYFI shares will be sold in [----]. $BMNR with a host of personnel updates since the last update. New CEO [--] board members and a chartist added to payroll. Last ETH purchase was 11/10. $ETHZ still getting whacked after a slew of insider transactions hit the tape recently (see attached). mNAV down to 0.5x. First update in a few weeks. Earnings last week for most DATs a nothingburger. $MSTR"  
[X Link](https://x.com/RiskOnBobby/status/1991262159557345639)  2025-11-19T21:47Z [----] followers, [----] engagements


"$wyfi hi @leopoldasch https://www.sec.gov/Archives/edgar/data/2045724/000204572426000002/xslForm13F_X02/SALP_13FQ425.xml https://www.sec.gov/Archives/edgar/data/2045724/000204572426000002/xslForm13F_X02/SALP_13FQ425.xml"  
[X Link](https://x.com/RiskOnBobby/status/2021958938644930648)  2026-02-12T14:45Z [----] followers, [---] engagements


"$BMNR $BTBT $BTCS $GAME $SBET $SBET welcomes @joechalom to the party as Co-CEO. Joe helped launch $IBIT the fastest growing ETF in history with nearly $90bn AUM. Despite a strong week for broader indices the DAT trade continued to unwind with DAT proxies underperforming ETH in [--] of [--] sessions on light volumes which are down 30% WoW. mNAV's for $BMNR and $SBET dropped by over a point driven by a 1-2 combo of more ETH and lower share prices"  
[X Link](https://x.com/RiskOnBobby/status/1948866360785994008)  2025-07-25T22:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $DYNX $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 8/26/25): $SBET drops pre-market weekly update stacking another [-----] ETH since last weeks update. 19mm shares issued (8% of ADTV) which ranks second largest behind the week ending 7/11. $DYNX changing ticker to $ETHM effective tomorrow. Quiet day with $2.9bn trading volume representing 63% of the 20d avg. All eyes on $NVDA print tomorrow AH. Has nothing to do with DATs but everything to do with risk-on/risk-off. https://twitter.com/i/web/status/1960433428622397460 https://twitter.com/i/web/status/1960433428622397460"  
[X Link](https://x.com/RiskOnBobby/status/1960433428622397460)  2025-08-26T20:05Z [----] followers, 13K engagements


"@dgkittyx the math pretty straightforward. above $25.91 8.1mm shares issued from converts but offset by 5.9mm of zero strike calls = net dilutive impact 2.2mm shares. net cash raised is $80mm. effectively raising $80mm at $36/shr"  
[X Link](https://x.com/RiskOnBobby/status/2014749449948467295)  2026-01-23T17:17Z [----] followers, [---] engagements


"@70Polygon @leopoldasch so intelligent and handsome. no homo"  
[X Link](https://x.com/RiskOnBobby/status/2021966668315210117)  2026-02-12T15:16Z [----] followers, [---] engagements


"$BMNR $BTBT $BTCS $DYNX $GAME $SBET Rough day in DATland. $BTC $ETH take a breather from recent highs pulling the DATs along with. 3rd consecutive day of declining volumes despite SPX notching another ATH. $BTBT lone outperformer likely on revised $WYFI S-1 showcasing [--] new bookrunners pari passu participation rights for directors and officers AND potential MTL-2 contract win(s). While ya'll complain about @SamirTabar going silent (likely under comms black-out) he keeps cooking 🥩. $BMNR options dropped today if the 100vol underlying wasn't enough"  
[X Link](https://x.com/RiskOnBobby/status/1948165792874500212)  2025-07-23T23:38Z [----] followers, 36.9K engagements


"gm @BitMNR casually adding 266k ETH this week compressing mNAV from 3.0x to 2.1x. Prospectus upsized to allow for another $2.5bn in equity issuance"  
[X Link](https://x.com/anyuser/status/1948363110886281583)  2025-07-24T12:42Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $GAME $SBET Despite $ETH +4.5% only @fundstrat and @BitMNR crew close in green. $BMNR surges with additional 129k ETH since last week via ATM and @ARKInvest block trade. ATM issuance works out to 10-15% ADTV. $GAME adds $10M ETH & welcomes @rleshner to cap table via Cowboy Ape #5577 acquisition for 3.4mm prefs @ $1.50/share. Volumes mixed. $SBET and $BMNR well above 20d averages but dispersion suggests rotation out of one into other. mNAV's at the lowest levels since launch"  
[X Link](https://x.com/anyuser/status/1948480157364179412)  2025-07-24T20:27Z [----] followers, 13.8K engagements


"$BMNR $BTBT $BTCS $GAME $SBET Daily DAT Update (7/28/25): $BMNR out with @fundstrat's inaugural monthly "Chairman's Message" highlighting how ETH could be the "most important macro trade for the decade" driven by a host of fundamental drivers including massive growth in stablecoin issuance tokenization and defi protocols. With 600k ETH as of July [--] $BMNR trades just under 2x mNAV with line of sight to the mid 1's after last week's revised prospectus. $BTCS now up to [-----] ETH funded by a mix of ATM/convert issuance and AAVE loans. Current mNAV of 1.1x is the cheapest since accelerating its"  
[X Link](https://x.com/anyuser/status/1949923334713479407)  2025-07-28T20:02Z [----] followers, 24.5K engagements


"@BitMNR $BMNR @fundstrat zigging when others zagging adding the reverse uno card to the playbook"  
[X Link](https://x.com/RiskOnBobby/status/1950162377904660570)  2025-07-29T11:51Z [----] followers, [----] engagements


"$WYFI $BTBT updated prospectus w/ deal pricing. Implies $117mm to $132mm raise at $523mm to $593mm post money valuation"  
[X Link](https://x.com/anyuser/status/1950170539336613906)  2025-07-29T12:24Z [----] followers, [----] engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Tues 7/29/25): $ATNF from the ashes of a beleaguered zombie biotech rises "ETHZilla" with $425mm PIPE + $150mm debt earmarked for ETH stockpile. Implied mNAV will be 1.2x as of today's close. $BMNR with a treasury update (625k eth) and $1bn buyback program giving the crew another tool to manage mNAV volatility. $BTBT $WYFI updated prospectus out targeting $15-17 PPS range implying $500-600ish post-money valuation. This marks their DAT business at 1.1x mNAV. $SBET adds 77k ETH WoW via ATM (4% of ADTV) and is now up to [------] ETH"  
[X Link](https://x.com/RiskOnBobby/status/1950294059764842962)  2025-07-29T20:35Z [----] followers, 35.1K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Wed 7/30/25): after yesterday's close $BTCS files a revised S-3 allowing for issuance of up to $2 billion of securities (from $250mm previously). @Charles_BTCS eases dilution concerns with a lengthy Ackman-esque tweet. Worth noting is that $BTCS trades at 1.0x mNAV excluding any additional purchases. $DYNX purchases another [-----] ETH to celebrate ethereum's 10-year anniversary. Another light volume session with ETH flat leading to mixed performance within the group. Worth noting is that we are at or near record mNAV lows (see second"  
[X Link](https://x.com/anyuser/status/1950653517015974223)  2025-07-30T20:23Z [----] followers, 10.7K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Thurs 7/31/25): Yesterday another zombie microcap Charlotte-based $FGF secures $200mm private placement from their humble [----] sq-ft office. Use of proceeds ETH YOLO. Sponsors $GLXY Kraken other rando's and. DCG Could this be the top signal Despite favorable set up for a strong risk-on session post $META + $MSFT earnings crush and ai love-fest we get another low vol pain trade. Volumes totaled $1.5bn the lowest since June [--]. In the last [--] weeks ETH is up 24% while all except $BTCS are down. Seller exhaustion feels imminent"  
[X Link](https://x.com/anyuser/status/1951034713390415966)  2025-07-31T21:38Z [----] followers, [----] engagements


"$BTBT $WYFI @WhiteFiber_ slated to IPO next week @ $15-17. $BTBT share price sensitivity below (assuming 1x mNAV for ETH). For context $AMBQ prices 7/30 at $24 opens at $38 currently $43. $FIG prices 7/31 at $33 opens at $90 currently $138"  
[X Link](https://x.com/anyuser/status/1951258644072337413)  2025-08-01T12:28Z [----] followers, [----] engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Fri 8/1/25): Risk-off session sparked by significant downward @BLS_gov jobs revisions and subsequent axing of BLS chief. The good news is that this gives 'data-dependent Powell' cover to cut in September which should be a tail-wind for risk assets so long as the economy remains afloat. ETH down 5% on the day and DAT's mostly moving in sync as designed. @fundstrat dropping a good primer on ETH for any newcomers to the space: Key dates next week: Tues - $SBET expected weekly treasury update Thurs - $BTBT $WYFI IPO launch"  
[X Link](https://x.com/anyuser/status/1951633356463968664)  2025-08-02T13:17Z [----] followers, [----] engagements


"$BTBT $WYFI I see you cooking @SamirTabar 👨🍳 https://www.sec.gov/Archives/edgar/data/2042022/000121390025070709/ea0249945-04.htm https://www.sec.gov/Archives/edgar/data/2042022/000121390025070709/ea0249945-04.htm"  
[X Link](https://x.com/RiskOnBobby/status/1952039400361095646)  2025-08-03T16:10Z [----] followers, [----] engagements


"$SBET bought the dip"  
[X Link](https://x.com/anyuser/status/1952702674836578720)  2025-08-05T12:06Z [----] followers, [----] engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Wed 8/6/25): $BTBT slated to spin-off $WYFI a cute baby $CRWV via IPO tomorrow. Whispers of 20x over-subscription on a $133mm float assuming high end of the $15-17 range. And yes I will mark-to-market remain-co in future updatesstop asking. $COSM despite Novogratz stating yesterday during the $GLXY earnings call that weve probably gone through peak treasury company issuance another zombie-co rises from the ashes. Healthcare company Cosmos Health which has never turned a profit decides that hoarding ETH is easier than pedaling generic"  
[X Link](https://x.com/anyuser/status/1953185199497359671)  2025-08-06T20:03Z [----] followers, 16.1K engagements


"$SBET investors bought the $19.50 dip. $200mm of new equity raised and primed for stacking more ETH"  
[X Link](https://x.com/anyuser/status/1953426886186389694)  2025-08-07T12:03Z [----] followers, 22.6K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Mon 8/11/25): $BMNR adds [------] tokens since last week bringing total [-------]. No details on average ATM issuance price but Im estimating an extra 32mm shares were issued at avg of $40/share (12% of ADTV). Im guessing $500mm is left under ATM so look for an updated prospectus this week. Stock trades well although 'only' closing +16% vs intraday high of 30%. Still holding 2.0x mNAV after today's treasury update. $SBET secures another $400mm via registered direct offering (+17.9mm shares) bringing total cash available to $600mm. Adds"  
[X Link](https://x.com/RiskOnBobby/status/1954998108544438548)  2025-08-11T20:07Z [----] followers, 43.4K engagements


"$BMNR amending 7/24/25 prospectus to upsize issuance from $2.5bn to $20.0bn (not a typo). Big one"  
[X Link](https://x.com/anyuser/status/1955242949836476478)  2025-08-12T12:20Z [----] followers, 11.7K engagements


"ETH ETF's grew holdings from 4.6mm to 6.1mm in the last month (+53%). $ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET ETH DATs grew holdings from 337k to 2.2mm during the same period (+560%). 7% of total supply"  
[X Link](https://x.com/anyuser/status/1955314655733203170)  2025-08-12T17:05Z [----] followers, [----] engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $FGNX $GAME $SBET Daily DAT Update (Wed 8/13/25): $FGNX f/k/a $FGF deploys $200mm from its private placement and now holds [-----] ETH. Remember they have a fresh $4bn ATM but its pretty much useless at $5mm ADTV. The good news is that they can always pivot back to peddling CBD meds if the DAT play doesnt work out. ETH ATHs within striking distance but most of the group gap-fill early morning pop until power-hour which led a few higher into close. Volumes strong-ish at $9 billion dominated by Thiel-backed $ATNF $BMNR which account for 84% of total. BMNR prints"  
[X Link](https://x.com/RiskOnBobby/status/1955724031782424835)  2025-08-13T20:11Z [----] followers, 14.5K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $FGNX $GAME $SBET Daily DAT Update (Thurs 8/14/25): $ATNF yesterday after close files 8-k noting the exercise of 2.4mm warrants w/ avg $2.50ish strike representing 1% of post-PIPE shares outstanding. Congrats to the lottery winners. This morning files prospectus for up to $500mm ATM sending shares down 29% on $200mm volume. $BTCS out with earnings this morning. For the OGs Builder+ posts impressive comp up nearly 2x QoQ. Currently at [-----] ETH (+112 from 7/28 update). $BTBT earnings at the close: Total rev $25.7mm (guide $24.3-$26.9mm). Cloud rev $16.6mm"  
[X Link](https://x.com/anyuser/status/1956097123298009386)  2025-08-14T20:54Z [----] followers, 15.2K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $FGNX $GAME $SBET Daily DAT Update (Fri 8/15/25 3:05pm ET): $SBET earnings out this morning. 10-Q shows 169mm shares as of 8/14/25 up from 158mm (pro forma for $400mm direct offering) as of 8/10/25. Implies ATM issuance of 3-4% of ADTV. No disclosure of current cash balance but my guess is $200-250mm. Conf call takeaways: goal to become the worlds largest & most trusted Ethereum treasury raising capital to aggressively grow ETH holdings & further monetize via staking restaking & DeFi to boost ETH/share over time partnership with Consensys &"  
[X Link](https://x.com/anyuser/status/1956432623137378625)  2025-08-15T19:07Z [----] followers, 14.9K engagements


"$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 8/19/25): $SBET drops pre-market weekly update stacking another [-----] ETH since 8/15 update. This represents the smallest ATM issuance since mid-July likely driven by mNAV compression and having recently placed $600mm via direct offerings. Momentum-led risk-off across the board (PLTR -18% from ATH) ahead of Jackson Hole Friday. $3.2bn in volumes trade (down 5th session in a row) coinciding with broader market volume weakness: yesterdays session saw lowest volume day since 3/20/25. With SBET slowing down pace of ATM"  
[X Link](https://x.com/anyuser/status/1957896740297703639)  2025-08-19T20:05Z [----] followers, 18.2K engagements


"$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 8/20/25): Have we bottomed Big mo reversal 11am ET as broader market finds support at 20d MA. $NVDA and $PLTR #1 and #2 in volumes as retail BTFD shortly after the open. Volumes pick up throughout the day with DATs finding their groove and closing at $3.6bn up from ydays low of $3.3bn. $BMNR still beasting at #15 overall. All but $ETHZ finish flat/green. Setup looks primed for relief rally after Jackson Hole Friday. Low vol weak price action ahead of dovish catalyst seems to work in this tape. Good luck fam"  
[X Link](https://x.com/anyuser/status/1958258548607230143)  2025-08-20T20:03Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 8/21/25): Quiet but ugly day in DAT-land with no company-specific news. Only $2.3bn trades (52% of 20d avg). Momentum unwind continues for 6th consecutive session ahead of Powells speech tomorrow. As long as he refrains from using the word pain we should be due for a bounce at the least"  
[X Link](https://x.com/anyuser/status/1958620717131735127)  2025-08-21T20:02Z [----] followers, 11.7K engagements


"$ETHZ one way to increase your float: unlock your PIPE and all the penny warrants. Remember the 2.4mm in warrants that were exercised (and presumably sold) in the open market last week Timing was Pelosi-esque. Down 36% pre-market as of writing"  
[X Link](https://x.com/RiskOnBobby/status/1958880148633076044)  2025-08-22T13:13Z [----] followers, 11.4K engagements


"$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 8/22/25): $ETHZ out with a prospectus unlocking their recent PIPE which closed on August [--] [----]. Not too dissimilar to $BMNR unlocking their PIPE after [--] days. However in the last [--] days $ETHZ warrant-holders exercise 4.4mm in warrants prior to unlocking the PIPE. Not a good look. mNAV drops from 2.3x to 1.2x. $SBET authorizes $1.5 billion share repurchase joining $BMNR $BTCS and $GAME which have recently announced similar programs to defend shares trading near or below mNAV. Greenlight for risk after dovish Powell"  
[X Link](https://x.com/anyuser/status/1958983034306203675)  2025-08-22T20:02Z [----] followers, 10.4K engagements


"$BMNR $BTBT $BTCS $DYNX $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 8/25/25): $BMNR adds [------] ETH since last week bringing total to [-------] in addition to [---] BTC and $562mm unencumbered cash. This is the first time they report having a cash balance. Reading between the lines this gives them ability to defend mNAV (via repurchases) and/or more quickly add ETH. Shortly after this release $BMNR issues a corrected version this time including the fully diluted share count of 222mm. I dont think this includes the 11mm pre-funded PIPE warrants but Im going to give them the benefit of the doubt"  
[X Link](https://x.com/anyuser/status/1960077196053377310)  2025-08-25T20:29Z [----] followers, 16.6K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 8/27/25): No company-specific news today. $3.6bn trades representing 78% of the 20d avg. $BMNR and $SBET comprise 98% of todays volumes which is the highest daily percentage share ever. https://twitter.com/i/web/status/1960794925630378320 https://twitter.com/i/web/status/1960794925630378320"  
[X Link](https://x.com/anyuser/status/1960794925630378320)  2025-08-27T20:01Z [----] followers, 15.9K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 8/28/25): No company-specific news today. $2.3bn trades representing 49% of the 20d avg. $BMNR and $SBET comprise 75% and 21% of todays volumes respectively"  
[X Link](https://x.com/anyuser/status/1961176774466998313)  2025-08-28T21:19Z [----] followers, 12.2K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 9/2/25): $BMNR out with new investor presentation and monthly Chairmans Message. ETH stack increases [-----] since last week funded by a mix of cash ($140mm) and ATM shares. Current estimate of share count is 237mm. Still not sure if this includes the 11mm pre-funded warrants but will confirm after next SEC filing drops. $ETHM adds [------] ETH via in-kind contribution from Blockchains Founder Jeffrey Berns. In exchange he gets a board seat and shares at $10.25 up 25c from prior deals. Deal still on track to de-spac in Q425."  
[X Link](https://x.com/anyuser/status/1962994278705037616)  2025-09-02T21:41Z [----] followers, 11.1K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 9/3/25): No company-specific news today. $2.3bn trades representing 48% of the 20d avg. $BMNR and $SBET still taking lions share of volumes at 95%. $SBET and $ETHZ close below 1.0x mNAV for the first time ever. One can now buy ETH-through multiple vehicles that have the ability to stake leverage and monetize implied volatilityat a discount to NAV. https://twitter.com/i/web/status/1963403346443694100 https://twitter.com/i/web/status/1963403346443694100"  
[X Link](https://x.com/anyuser/status/1963403346443694100)  2025-09-04T00:46Z [----] followers, 10.9K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 9/4/25): $BTBT reports monthly treasury update. No new purchases but ETH balance increases [---] to [------]. Current staking yield tracking 2.94% annualized. $FGNX unlocks 40mm pre-funded warrants which represents 93% of their fully diluted share count. $GAME reports monthly treasury update showcasing annualized yield of 7.84% which translates to [---] ETH earned during August. No new purchases since August 4th. $2.5bn trades representing 52% of the 20d avg. mNAV compression continues for the 4th consecutive week exacerbated"  
[X Link](https://x.com/anyuser/status/1963701477895241807)  2025-09-04T20:31Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 9/5/25): $2.3bn trades representing 48% of the 20d avg. $BMNR and $SBET issue statements clarifying that reports of Nasdaq increasing scrutiny and requiring shareholder approvals for DAT issuances do not apply to them but potentially newer DATs. Still underperformance persists marking a 4th consecutive trading week of mNAV compression. https://twitter.com/i/web/status/1964058314297528394 https://twitter.com/i/web/status/1964058314297528394"  
[X Link](https://x.com/anyuser/status/1964058314297528394)  2025-09-05T20:09Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $OCTO $SBET Daily DAT Update (Mon 9/8/25): $BMNR adds [------] ETH since last week now holds over 2mm ETH. Additionally $BMNR makes first moonshot investment in $OCTO dropping $20mm into the PIPE at $1.46/share which is good for a 31x unrealized gain overnight. Current ownership stake is worth $600mm lowering mNAV by nearly a tenth of a turn. $ETHZ repurchases 2.2mm shares at $2.50/share using cash from treasury. Also announces a deal w/ Cumberland DRW to obtain a $80mm loan at 9.9% through Dec [--] (39.6% annualized) to repurchase additional shares under"  
[X Link](https://x.com/anyuser/status/1965143854228672996)  2025-09-08T20:03Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 9/9/25): $FGNX announces $200mm share repurchase program. $SBET joins $ETHZ with a share repurchase amounting to [------] shares (0.5% of market cap) at an average price of $15.98/share. Market responds favorably with shares outperforming ETH 7%. Second consecutive day of DAT outperformance w/ ETH flat though on weak volumes less than $2bn. $BTBT rises from the dead with $108mm in vol (6% of total). The mobile billboards must be working. https://twitter.com/i/web/status/1965563373304582649"  
[X Link](https://x.com/RiskOnBobby/status/1965563373304582649)  2025-09-09T23:50Z [----] followers, [----] engagements


"which neocloud u like best $CRWV $IREN $NBIS $ORCL $WYFI"  
[X Link](https://x.com/anyuser/status/1965773953739457007)  2025-09-10T13:46Z [----] followers, 186.6K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 9/10/25): Soft PPI faded throughout the session despite September rate cut all but finalized. Volumes up $500mm from yesterday led by $BMNR & $SBET (94% of total). https://twitter.com/i/web/status/1965868636847194431 https://twitter.com/i/web/status/1965868636847194431"  
[X Link](https://x.com/RiskOnBobby/status/1965868636847194431)  2025-09-10T20:03Z [----] followers, 12.8K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME Daily DAT Update (Thurs 9/11/25): Market hits ATH after in-line CPI and weak jobs data further reinforcing expectations for fed rate cut. Question now is if its [--] or [--] bps. DAT volumes flattish from yesterday at 2.3bn 59% of the 20-day average. We are still stuck in DAT purgatory. ETH buys on hold for most until Mr. market decides to ascribe premiums to NAV. https://twitter.com/i/web/status/1966244166821609943 https://twitter.com/i/web/status/1966244166821609943"  
[X Link](https://x.com/anyuser/status/1966244166821609943)  2025-09-11T20:55Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 9/12/25): Are we back Nasdaq/S&P hit another ATH closing the week up 1-2%. DAT volumes up 2x from Thurs session notching $4.4bn at 126% of the 20-day average though mostly driven by $BMNR and $SBET (97% of total). Most mNAVs actually rise for the first week in [--] months. Will next weeks rate cut be sell the news or greenlight for risk assets"  
[X Link](https://x.com/RiskOnBobby/status/1966852802644164840)  2025-09-13T13:13Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 9/15/25): $BMNR adds [-----] ETH since last week now holds 2.2mm ETH. Current cash up from $266mm to $569mm. My guesstimate of ATM shares issued during the period is 15mm implying 7% of ADTV. $ETHZ holds [------] ETH at an average acquisition price of $3948.72 up slightly from last week. Last week purchased 4mm shares at $2.50 reducing share count to 161mm. Last weeks repurchases funded by $50mm drawn from its recently closed $80mm credit facility. Another day another ATH for SPY/QQQs. DAT volumes decent at $3.1bn. $BMNR likely"  
[X Link](https://x.com/RiskOnBobby/status/1967681364527874276)  2025-09-15T20:06Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 9/16/25): $SBET announces another share repurchase amounting to [-------] shares (0.5% of market cap) at an average price of $16.67/share. This follows last weeks announcement of 939k shares repurchased at $15.98/share. No ATM issuance over the last two weeks. Total ETH holdings stand at [------]. $FGNF announces shareholder approval of historic [--] trillion share authorization. I guess dilution is a flex these days ETH flat (most) DATs up. Volumes flat from yday at $3.2bn hovering around 20-D average. $BMNR pulling away from"  
[X Link](https://x.com/RiskOnBobby/status/1968053662841966853)  2025-09-16T20:45Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 9/17/25): No company-specific news but FOMC day brings big volume back into the space with over $4bn trading hands. $FGNX trades 7mm after shareholders approve [--] trillion share authorization. https://twitter.com/i/web/status/1968431357106782422 https://twitter.com/i/web/status/1968431357106782422"  
[X Link](https://x.com/RiskOnBobby/status/1968431357106782422)  2025-09-17T21:46Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 9/18/25): Another consecutive $4bn day mostly driven by $BMNR taking just under 90% of the volumes. Weird price action this session with most names squeezy during first hour before bleeding out gradually into the close (while ETH flat)"  
[X Link](https://x.com/RiskOnBobby/status/1968767721937715504)  2025-09-18T20:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 9/19/25): $FGNX now at [-----] ETH up [----] from [--] weeks ago. Quad witching brings big volumes to the space which notches $5.1b (171% of 20-D average). Most DATs showing relative strength vs ETH down 3%. $BTBT's standalone DAT (excluding $WYFI) down to 0.572x mNAV following big week for $WYFI +32%"  
[X Link](https://x.com/anyuser/status/1969185787473272967)  2025-09-19T23:44Z [----] followers, [----] engagements


"$ASST $BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET $SMLR Daily DAT Update (Mon 9/22/25): $BMNR adds [------] ETH since last week now holds 2.4mm ETH. Current cash down from $569mm to $345mm. My guesstimate of ATM shares issued during last week is 16mm implying 5% of ADTV. Separately $BMNR raises $365mm via 5.22mm direct share offering at $70/share (+14% premium to Fri close) along w/ 10.4mm $87.50 strike warrants (+43% premium). 2-for-1 warrants are the sweetener to justify a 14% premium trading upside volatility for cash. $ETHZ raises another $350mm via converts which are largely similar to"  
[X Link](https://x.com/RiskOnBobby/status/1970217265565258120)  2025-09-22T20:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 9/23/25): $FGNX adds [---] ETH since last week boosting total to [-----] ETH. No details on how it was purchased so probably through staking $SBET showing relative strength up 3% and back to 1.0x mNAV despite ETH flattish in a down tape. When do they start stacking again Total volumes down to $2.6bn slightly below 20-D average"  
[X Link](https://x.com/anyuser/status/1970579131432624601)  2025-09-23T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 9/24/25): No company-specific news but some DATs continue showing relative strength vs ETH and overall market beta. $SBET for example has outperformed ETH over the past four sessions and now trading at 1.03x mNAV and also outperforming $BMNR 8% today. Volumes flat from yesterday at $2.6bn"  
[X Link](https://x.com/anyuser/status/1970941734298280357)  2025-09-24T20:01Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 9/25/25): $SBET partnering with @superstate to tokenize shares directly on $ETH exploring regulated trading on AMMs + DeFi which would bridge tradfi and on-chain markets. 3rd consecutive down day after PCE print this morning sell Rosh Hashanah buy Yom Kippur. ETH back below $4k but mNAVs flattish. Volumes up slightly from yesterday and in line with 20-D average"  
[X Link](https://x.com/RiskOnBobby/status/1971304543322546681)  2025-09-25T20:03Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 9/26/25): ETH claws back from early session lows of $3880 and closes above $4k heading into the weekend. Despite broader indicies snapping a 3-day losing streak all DATs except $ETHZ underperform resulting in slight mNAV compression. $SBET back below 1.0x. Volumes light again closing in at just over $2.3bn"  
[X Link](https://x.com/anyuser/status/1971666487262806082)  2025-09-26T20:01Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 9/29/25): $BMNR adds [------] ETH since last week now holds 2.7mm ETH. Current cash up from $345mm to $mm. My guesstimate of ATM shares issued during last week is 20mm implying 10% of ADTV which is 2x recent average. $FGNF adds [---] ETH last week at $4016 every bit helps. ETH holds $4k over the weekend and ends the session just why of $4.2k up 4% from Fridays close. $SBET beasting up 8% closing at 1.0x mNAV. Volumes bouncing back from Friday lull 123% of 20-D average at $3.6 billion $1.0 billion surge during power hour into"  
[X Link](https://x.com/RiskOnBobby/status/1972753964866429284)  2025-09-29T20:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 9/30/25): $BTBT closes $135mm convertible note offering at 4% coupon w/ $4.16/share conversion price (+30% yesterdays close). Shares underperforming ETH by 5% which isnt so bad given potential 10% dilution. Unlike the $ETHZ convert a few weeks ago this ones unsecured so slightly more issuer-friendly. Use of proceeds to buy ETH Im guessing. Weak volumes to close out the quarter with $2.0bn trading hands. Been a rough few months in DATland. Luckily Uptober is right around the corner"  
[X Link](https://x.com/RiskOnBobby/status/1973115821775089987)  2025-09-30T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 10/1/25): No company-specific news today but ETH catches an early morning bid. Uptober bringeth new highs for the indices but DATs bleed out after initial highs resulting in further mNAV compression. Despite leading the pack $BTBT (+9%) mNAV compresses further due to continued $WYFI (+18%) outperformance. If $BTBT were to sell its 27mm shares in $WYFI itd be left with $523mm of ETH that trades for $209mm. Lock-up mechanics and liquidity discount aside makes no sense"  
[X Link](https://x.com/anyuser/status/1973478201385972160)  2025-10-01T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 10/2/25): $FGNX partners with Securitize to let shareholders hold its common and preferred stock natively on Ethereum with the same rights as tradfi shares. First Nasdaq company to put a preferred divi fully on-chain enabling instant settlement. Volumes looking pretty good at $3.5bn slightly above 20-D average. Most DATs outperform ETH as all major indices close at ATHs. Government shutdown No jobs report tomorrow Market DGAF"  
[X Link](https://x.com/anyuser/status/1973840647926001968)  2025-10-02T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 10/7/25): No company-specific news today. Market takes a little breather today as momentum stocks slide and ETH down 5%. $ORCL cloud margin concerns not helping. DAT Volumes strong again at $4.6bn 53% above 20-D average"  
[X Link](https://x.com/RiskOnBobby/status/1975653053031198879)  2025-10-07T20:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 10/8/25): $BTBT purchases [-----] ETH with unsecured convert proceeds boosting total stack to [------] ETH. Market likes the move as stock closes +8% vs ETH +1%. mNAV up to 0.8x. ETH/DATs all flattish as market sets another ATH. $3.5bn trades slightly above 20-D average"  
[X Link](https://x.com/RiskOnBobby/status/1976019155582321031)  2025-10-08T20:17Z [----] followers, [----] engagements


"$BITO already traded over $400mm in volume on its 2nd day of trading. And it's only been [--] minutes. #FOMO #Bitcoin #BitcoinETF #66k #ATH"  
[X Link](https://x.com/RiskOnBobby/status/1450829841281032198)  2021-10-20T14:22Z [----] followers, [--] engagements


"@fundstrat $UWM better :)"  
[X Link](https://x.com/RiskOnBobby/status/1757094140385411299)  2024-02-12T17:27Z [----] followers, [---] engagements


"antpool crushing it $IREN"  
[X Link](https://x.com/RiskOnBobby/status/1781490710635598306)  2024-04-20T01:10Z [----] followers, [---] engagements


"$corz run my child. You are free from the shackles of the tier [--] warrants $corzw"  
[X Link](https://x.com/RiskOnBobby/status/1797914235764416945)  2024-06-04T08:52Z [----] followers, [---] engagements


"@Richard73628254 meh seems low. $392mm rev @ 80% GM = $314mm FCF @ 20x data center mult = $6.3bn div by 402mm FD shares = $15.6/share for [---] MW Coreweave deal ALONE"  
[X Link](https://x.com/RiskOnBobby/status/1805978007200247856)  2024-06-26T14:54Z [----] followers, [--] engagements


"@mAxLPHA 5/15/25 (10-Q): [------] shrs 5/20/25 ($4.5mm offering): +1530612 shrs 5/27/25 ($425mm PIPE): +69100313 shrs 6/2/25 - 6/12/25 ($79mm ATM): +1622520 shrs 6/16/25 - 6/20/25 ($28mm ATM): +2547180 shrs 6/23/25 - 6/27/25 ($24mm ATM): +2525637 shrs where am i wrong"  
[X Link](https://x.com/RiskOnBobby/status/1940858762082033952)  2025-07-03T19:42Z [----] followers, [----] engagements


"$GAME inaugural eth yolo smashbuy"  
[X Link](https://x.com/RiskOnBobby/status/1943282499922333790)  2025-07-10T12:13Z [----] followers, [----] engagements


"@Charles_BTCS gdamn charles what u have for breakfast"  
[X Link](https://x.com/RiskOnBobby/status/1946206290025275526)  2025-07-18T13:51Z [----] followers, [---] engagements


"@Th3Wlzard Last disclosure of 121.7mm diluted plus 10mm shares issued ($338mm) on top of the $401mm in cash from treasury"  
[X Link](https://x.com/RiskOnBobby/status/1952515121462247877)  2025-08-04T23:40Z [----] followers, [---] engagements


"@0xRyanDG 20mm shares issued on 214mm shares traded during the 5-day period = 10%"  
[X Link](https://x.com/RiskOnBobby/status/1973102854953992241)  2025-09-30T19:09Z [----] followers, [--] engagements


"@SamirTabar @70Polygon @WhiteFiber_ Can you buy some more mattress factories too Like the really big ones"  
[X Link](https://x.com/RiskOnBobby/status/1981463143705440455)  2025-10-23T20:50Z [----] followers, [----] engagements


"@WhiteFiber_ https://openai.com/index/cerebras-partnership/ https://openai.com/index/cerebras-partnership/"  
[X Link](https://x.com/RiskOnBobby/status/2011531145805250770)  2026-01-14T20:09Z [----] followers, [---] engagements


"@Shebes63083 @MisterMike666 it's the equivalent of a share buyback but settled in [--] years at maturity. given low float there's no practical way for them to buyback 5.9mm shares in the open market (or even OTC)"  
[X Link](https://x.com/RiskOnBobby/status/2016188371274444974)  2026-01-27T16:35Z [----] followers, [--] engagements


"@Shebes63083 @MisterMike666 that said counterparty (barclays) has to source 5.9mm shares before maturity. this keeps an active buyer in the market"  
[X Link](https://x.com/RiskOnBobby/status/2016191184855560478)  2026-01-27T16:46Z [----] followers, [--] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 10/9/25): ETH off 4% while DATs show mixed relative performance on weakish volumes of $2.8bn down from Tues high of $4.7bn. AI trade remains front and center though growing dot-com bubble comparisons starting to dominate the narrative"  
[X Link](https://x.com/anyuser/status/1976377278159581416)  2025-10-09T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 10/10/25): VIX up 33% after Trump Truth threatens to retaliate against China for limiting access to rare earths. Momentum subsequently nosedives shooting first asking questions second. ETH off 8% and most DATs underperform on nearly $4bn volume. Weve seen this episode before yawn"  
[X Link](https://x.com/anyuser/status/1976741193351577679)  2025-10-10T20:06Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 10/13/25): $BMNR adds [------] ETH since last week now holds 3mm ETH. Current cash down from $456mm to $104mm. My guesstimate of ATM shares issued during last week is 9mm implying 3% of ADTV. Most DATs lagging ETH bounce following Fridays tariff scare. Volumes light at $2.8bn 20% below 20-D average. https://twitter.com/i/web/status/1977826885381083252 https://twitter.com/i/web/status/1977826885381083252"  
[X Link](https://x.com/anyuser/status/1977826885381083252)  2025-10-13T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 10/14/25): Crickets in DATland on $2.7bn in volumes. $BTBT playing catch-up on strong volumes overtaking $SBET for the first time in a while with $299mm"  
[X Link](https://x.com/anyuser/status/1978189209417527335)  2025-10-14T20:00Z [----] followers, [----] engagements


"Daily AI/HPC Update (Tues 10/14/25): $CORZ urges shareholders to vote in favor for the pending $CRWV merger a day after Two Seas Capital (pg [--] 6.5% shareholder) releases a 79-slide deck explaining why the transaction undervalues $CORZurging shareholders to tell $CRWV to GFY. A day after OpenAI announces deal with $AVGO to co-develop 10GW custom AI chips $ORCL announces plans to deploy 50K $AMD MI450 GPUs in AI supercluster (H2 [----]. $AMD up 30% since [--] GW OpenAI data center deal. $MSFT debuts MAI-Image-1 its first in-house photoreal AI image gen for Copilot/Bing. Can it make Ghiblis though"  
[X Link](https://x.com/anyuser/status/1978189663941857676)  2025-10-14T20:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 10/15/25): $2.6bn in volumes flat from yesterday. ETH back below 3% but most miners showing relative strength. $ETHZ doesn't like its stock price so going for the old 1-10 reverse stock split trick. $BTBT does another $222mm in volumes still #2 behind $BMNR"  
[X Link](https://x.com/anyuser/status/1978552057956299174)  2025-10-15T20:02Z [----] followers, [----] engagements


"Daily AI/HPC Update (Wed 10/15/25): BlackRock-led AIP (w/ $NVDA $MSFT xAI MGX Temasek KIA) acquires Aligned Data Centers from Macquarie for $40B. Aligned currently has [--] campuses and [--] GW of operational and planned capacity. No disclosure of how much is actually operational but further digging per DC Bytes estimates [---] MW is operational and [---] MW is under construction. Call it $40B for [---] GW = $31mm per operationalish MW or $8mm per aspirational MW. $BTDR (+29) activates ai beast mode allowing prior development partner LOI to expire in favor of DIY ai. Sep ops update showcases aggressive"  
[X Link](https://x.com/RiskOnBobby/status/1978552533430972862)  2025-10-15T20:04Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 10/16/25): $SBET announces $76.5mm registered direct offering at $17/share 12% premium to the $15.15 close yesterday. In exchange investor gets a 90-day option to purchase an additional 4.5mm shares at $17.50 per share. Big risk-off tape as traders pull the ripcord on high-flying momo stocks (ai crypto quantum). Not helping is $ZION disclosing a $50mm loan loss sending regional bank stocks plunging. DATs all underperform ETH on $2.2bn in volumes"  
[X Link](https://x.com/anyuser/status/1978913994044793316)  2025-10-16T20:00Z [----] followers, [----] engagements


"Daily AI/HPC Update (Thurs 10/16/25): $TSMC crushes Q3 estimates driven by HPC driving 57% of total revenue. CEO notes Recent development in AI market continue to be very positive. Thus our conviction in the AI megatrend is strengthening $BITF launches $300mm convertible senior notes offering after yesterdays close. Proceeds for general corporate purposes likely tied to accelerating HPC pivot. Not surprising given 4x run since Sep lows"  
[X Link](https://x.com/anyuser/status/1978914089574502857)  2025-10-16T20:01Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 10/17/25): VIX gaps up to [-----] as futures open sparking concerns of a Black-Friday type sell-off. Fears of a regional bank credit event were eventually quelled after $CMA and a few other crappy regional banks put up decent prints along with some China will be ok rhetoric from DJT. Vix ends the session [-----]. ETH closes -1% for the day and DATs claw back earlier losses most outperforming on $2.3bn volume"  
[X Link](https://x.com/anyuser/status/1979276925815394482)  2025-10-17T20:02Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 10/20/25): $BMNR adds [------] ETH since last week now holds 3.2mm ETH. Current cash up from $104mm to $219mm. My guesstimate of ATM shares issued during last week is 18mm implying 9% of ADTV. $BTBT beast-mode almost back to 1.0x mNAV after Blackrock 13G reveals they 3xd stake from 8mm to 25mm shares since last 13G. Hits intra-day high of $4.55 and finishes up 16% at $4.21. $FGNF initiates $200mm share re-po seeking to buy shares below NAV ($5.10 currently). ETH up 4% from Fridays session and DATs perform mostly in-line with"  
[X Link](https://x.com/anyuser/status/1980363838466744784)  2025-10-20T20:01Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Tues 10/21/25): $SBET deploys proceeds from last weeks direct offering and purchases [-----] ETH over the last week boosting stack to [------]. Still stuck below 1.0x mNAV. Ugly day for risk assets despite flattish SPX/NQ and DJI hitting intraday ATH. ETH up slightly but most DATs down on the day and trading below 1.0x mNAV on $2.1 bn of volume"  
[X Link](https://x.com/anyuser/status/1980726066030252097)  2025-10-21T20:01Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Wed 10/22/25): $FGNX enters LOI to sell a building in Quebec for $10mm. I guess this is material but is this really news Day [--] sell-off of risk assets this time infecting broader indices which close down 50-100bps. 2pm ET intraday bottom might have been the start of our bounce from oversold levels. ETH down 5% while DAT relative performance is mixed. $BMNR likely the only ETH buyer left at these mNAV levels. Volume flat again at $2.2 bn"  
[X Link](https://x.com/anyuser/status/1981088520270721277)  2025-10-22T20:01Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Thurs 10/23/25): Not much happening in DAT-land. $1.4 bn trades which is the lowest since the $BMNR debut in June and less than half of 20D avg. Degens off on side quests with ai quantum nuclear and $BYND"  
[X Link](https://x.com/anyuser/status/1981480447990243581)  2025-10-23T21:58Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Fri 10/24/25): Another weak volume day ($1.5bn) despite indices notching ATHs and MOMO melting faces. $BMNR and $ETHM the only ones left trading above 1.0x mNAV. Everyone else mostly stuck until ETH wakes up"  
[X Link](https://x.com/anyuser/status/1981813163650613494)  2025-10-24T20:00Z [----] followers, [----] engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 10/27/25): $BMNR adds [-----] ETH since last week now holds 3.3mm ETH. Current cash up from $219mm to $305mm. My guesstimate of ATM shares issued during last week is 8mm implying 5% of ADTV. Markets hit fresh ATHs (again) and ETH up 7% as US/China negotiations progressing. Volumes a little better at $2.2 bn but still below [--] D average of $3 bn. Big tech earnings and FOMC on Wednesday. GL fam. https://twitter.com/i/web/status/1982900202529865745 https://twitter.com/i/web/status/1982900202529865745"  
[X Link](https://x.com/anyuser/status/1982900202529865745)  2025-10-27T20:00Z [----] followers, [----] engagements


"which eth DAT best $BTBT $SBET $BMNR"  
[X Link](https://x.com/anyuser/status/1940798371348050133)  2025-07-03T15:42Z [----] followers, 55.8K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Mon 8/4/25): $BMNR buys the weekend dip with over 200k tokens added for the week. Miller Value Partners joins the cap table and looks to replicate the $MSTR win but with ETH. Latest update drops mNAV 0.2x. $GAME ads [----] tokens with leftover cash from the mid-July offering. Also announces plans to redeploy staking yields to buyback shares up to $5mm. Check my math here but this looks to be trading at 0.7x NAV if you value their non-DAT business at $30mm (valuation prior to DAT foray). Now a two-headed value/yolo play. $DYNX up to"  
[X Link](https://x.com/anyuser/status/1952461819215581568)  2025-08-04T20:09Z [----] followers, 15.5K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Tues 8/5/25): $SBET drops pre-market weekly update stacking another [-----] ETH. Largest weekly addition so far funded by 13.6mm share issuance representing 8% of trading volumes. mNAV of 1.5x at parity to $BMNR. Sentiment mostly positive as renowned market participant @sharplinkwhale praises the strategic move as being thick solid and tight. ETH down 3% but most DATs up on a down tape marking two consecutive days of outperformance albeit on weak volumes. As of today ETH DATs and ETFs hold 2mm and 6mm tokens collectively representing"  
[X Link](https://x.com/anyuser/status/1952823464219300198)  2025-08-05T20:06Z [----] followers, 20.7K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Thurs 8/7/25): $WYFI launches IPO at $17 opens at $25 and closes at $16. Despite positive read-thru from other neoclouds ($NBIS +18% $CRWV +11%) ends up being sell-the-news event for $BTBT shareholders. Womp womp. $SBET raises $200mm in fresh equity via direct offering from [--] investors at $19.50/share. Knee-jerk sell-off was scooped up taking shares +6%. Net impact to mNAV unch at 1.6x. Highest volume day since 7/21. $4bn trades hands with $BMNR and $BTBT trading 2x 20d avg. ETHBTC hits [-----] intraday (thanks Trump) marking highest"  
[X Link](https://x.com/RiskOnBobby/status/1953550477804621887)  2025-08-07T20:15Z [----] followers, 20.7K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $FGF $GAME $SBET Daily DAT Update (Fri 8/8/25): $SBET updated prospectus with most recent share counts (yay). Dont forget to add the pre-funded $0.0001 strike warrants . Stop asking why my share count doesnt tie with Yahoo Finance. $FGF zombie-co chopped in half after filing a $5bn shelf. With recent volumes of $10mm per day and assuming aggressive ATM issuance of 10% ADTV $FGF will complete its $5bn raise by [----]. Volumes looking thick solid & tight with record $6.7bn trading hands ($BMNR accounting for $4.6BN WTF). $BMNR +25% pulling away from the group ending"  
[X Link](https://x.com/RiskOnBobby/status/1953911121544695935)  2025-08-08T20:08Z [----] followers, 26K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $GAME $SBET Daily DAT Update (Tues 8/12/25): $BMNR amends prospectus boosting allowable issuance from $2.5bn to $20.0bn. Netting the to-date issuance leaves over $20.5 bn of dry powder which translates to 4.5mm ETH. IF @fundstrat and crew can buy this much ETH without spiking the underlying and/or tanking $BMNR share price they would own just under their 5% target of outstanding ETH supply = Alchemy. Given the magnitude of the issuance and demand shock potential it probably starts making sense to start kicking the tires on gently used copycat DATs trading at or"  
[X Link](https://x.com/anyuser/status/1955361035818283350)  2025-08-12T20:09Z [----] followers, 30.2K engagements


"$ATNF $BMNR $BTBT $BTCS $DYNX $ETHZ $FGF $FGNX $GAME $SBET Daily DAT Update (Mon 8/18/25): $ATNF changes ticker to $ETHZ and adds [-----] ETH WoW for $4531 per ETH increasing average cost basis to $3902. $BMNR boosts ETH stack by [------] tokens to [-------] ETH. No disclosure on how many shares were issued but my guess is 27mm via ATM (5% of ADTV). Net impact to mNAV after todays move is down from 2.1x to 1.8x. $BTCS approves 5c dividend for Common and Series V Preferred shareholders. Shareholders can receive either cash or ETH (Bividend). First time Ive seen an ETH dividend but apparently they"  
[X Link](https://x.com/RiskOnBobby/status/1957533499633856695)  2025-08-18T20:02Z [----] followers, 19.8K engagements


"$BMNR $BTBT $BTCS $ETHM $ETHZ $FGNX $GAME $SBET Daily DAT Update (Mon 10/6/25): $BMNR adds [------] ETH since last week now holds 2.8mm ETH. Current cash up from $436mm to $456mm. My guesstimate of ATM shares issued during last week is 15mm implying 6% of ADTV. Volumes looking solid at $4.5bn 51% above 20-D average. BTC makes ATHs over the weekend and picks up momentum going into the session. Took [--] months but $BTCS finally claws back to 1.0x mNAV. New Japanense PM big fan of Abenomics = brrrr carry on with the carry trade. https://twitter.com/i/web/status/1975319567758205190"  
[X Link](https://x.com/RiskOnBobby/status/1975319567758205190)  2025-10-06T21:57Z [----] followers, [----] engagements

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