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[@jplasen](/creator/twitter/jplasen)
"$sbet One thing to note it is literally any day that $bmnr PIPE investors will be allowed to sell their shares (cost basis $4.50). That will also put a lot of pressure on $sbet price too as $bmnr price falls"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1945852621010678247) 2025-07-17 14:26:31 UTC XXX followers, XXX engagements


"@econoar @fundstrat They all went in at a strike price of $XXXX per share. But yes $eth is going up"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1945336216960082339) 2025-07-16 04:14:31 UTC XXX followers, XXX engagements


"Lastly the admin view on solar will change. As more energy is required (EVs computing AI LLM's) it will require solar. Some of Trump's circle of ppl are prob in his ear on this too"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1946333220251025586) 2025-07-18 22:16:15 UTC XXX followers, XX engagements


"$stem Dec '24 spike was due to a buyput rumor. There doesn't seem to be any rumor now. Outside of news I probably see this reverting back to $9-$10 range heading into ER. But good news in Q2 will support the turnaround and it starts to move to $XX. Again outside of major news"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1946333218120294416) 2025-07-18 22:16:14 UTC XXX followers, XXX engagements


"$sbet Need to wait for the press release to understand how many more shares were issued for the latest raise. They own $1.1B in $eth but you'd have to assume their O/S shares are now north of 115M which puts NAV near 4x. Still not bad but a bigger pull back is probably coming"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1945846976870044026) 2025-07-17 14:04:06 UTC XXX followers, XXX engagements


"$sbet S-3 Filing by $bmnr on or around July 29th. 55.6M shares will be registered & tradable. Acquisition price is $XXXX so they will sell. Will put pressure on all treasury co. and put pressure on NAVs. Also w tariffs rhetoric increasing that will also be negative to markets"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1946289394589339935) 2025-07-18 19:22:06 UTC XXX followers, XXX engagements


"$mtplf Eventually i'll get back into it. Right now you have X issues against 1) Nav X (fully diluted cs) 2) Overall equity mkt: See how market is trading. Even w good news of $nvda resuming sales to China you have $soxs trading 2x more volume than $soxl. Positve: crypto week"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1945143961326178629) 2025-07-15 15:30:34 UTC XXX followers, XXX engagements


"@risenfit Even $sbet now has 89.2M shares outstanding. Puts it valued at $3.1B with a NAV of $0.9B ($eth at $3.2k)or about 3.5xNAV. It's not crazy bad because $eth will rise. Just remember nothing goes up in a straight line. Just make sure you have the stomach for the volatility"  
![@jplasen Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337220714932314112.png) [@jplasen](/creator/x/jplasen) on [X](/post/tweet/1945533304486384034) 2025-07-16 17:17:40 UTC XXX followers, XXX engagements