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[@fundstrat](/creator/twitter/fundstrat)
"this is true πŸ‘‡ and a reason economy strengthens when Fed resumes cuts"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947264130819256342) 2025-07-21 11:55:21 UTC 424.8K followers, 173.8K engagements


"5/ $ETH also benefit from general rise in risk appetite - small-caps $IWM and ETH move in sync - tailwinds building for small-caps with Fed set cut later in 2025 Fed cuts = liquidity rising = positive for risk assets @BitMNR $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125538021913057) 2025-07-15 14:17:21 UTC 424.7K followers, 48.8K engagements


"$AAPL has proven time again and again it has staying power and has made timely moves πŸ”₯"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947455551237194073) 2025-07-22 00:36:00 UTC 424.8K followers, 148K engagements


"FinX Please tune into @SquawkCNBC at 6:10am @JoeSquawk @BeckyQuick @andrewrsorkin - big week for earnings Dont miss it"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947235184153186453) 2025-07-21 10:00:20 UTC 424.8K followers, 78K engagements


"We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI Bitcoin Palantir $PLTR Glad to have her on our team for $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947990101348454886) 2025-07-23 12:00:06 UTC 424.8K followers, 231.3K engagements


"@CathieDWood pioneered exponential investing early early on $TSLA $PLTR $HOOD $META and most recently $CRCL - her investment and partnership is synergy for $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947634422397710661) 2025-07-22 12:26:46 UTC 424.8K followers, 451.3K engagements


"Congrats to Bitmine $BMNR team on reaching the $X billion ETH club - just XX days after closing PIPE - great achievement πŸ‘πŸ‘πŸ‘ keep stacking ETH"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948351129399546308) 2025-07-24 11:54:42 UTC 424.8K followers, 219.2K engagements


"Microstrategy $MSTR Semler Scientific $SMLR created an investment class of #Bitcoin treasury $SBET @ethereumJoseph is the first for Ethereum and bridges crypto-traditional finance in a staking ecosystem. Positively enhances the layer X network @fs_insight @SeanMFarrell #SundayThoughts"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1934430315977609309) 2025-06-16 01:58:21 UTC 424.8K followers, 327.2K engagements


"$GLXY @novogratz Our head of digital assets research @SeanMFarrell sees this as one to watch πŸ‘€πŸ‘€"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1939419762729091304) 2025-06-29 20:24:38 UTC 424.8K followers, 243K engagements


"A 🧡 on stablecoins and Ethereum 1/ Stablecoins is the singular most successful crypto product and the only one to move into the "real world" with $XXX billion in total assets we are in the earliest days. (keep reading plz) @fs_insight @SeanMFarrell"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1938985122583216273) 2025-06-28 15:37:32 UTC 424.8K followers, 601K engagements


"Dear Exponential Capital - can u please tell me how you can grow your capital when you spend all your time calling tops"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945920105692398015) 2025-07-17 18:54:41 UTC 423.9K followers, 55.5K engagements


"@CathieDWood @ARKInvest @foundersfund @PanteraCapital We are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947693336212476020) 2025-07-22 16:20:52 UTC 424.8K followers, 13.5K engagements


"$NVDA is a granny shot πŸ¦ΉπŸ‘΅ πŸ‘‡ Ticker: $GRNY"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947454703123706112) 2025-07-22 00:32:37 UTC 424.8K followers, 125K engagements


"Pudgy penguins @pudgypenguins πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜‹"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946007328760737975) 2025-07-18 00:41:16 UTC 424.7K followers, 141.1K engagements


"3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred = limited equity dilution By the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @BitMNR $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914735003611420) 2025-07-17 18:33:20 UTC 424.6K followers, 89.8K engagements


"2/ Of the 35X rise in $MSTR price: - 11X due to $BTC Bitcoin rising from $11k to $118k - 25X due to Treasury strategy - aka increase in BTC per share Treasury strategy far more significant than token price gain @BitMNR $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914732658999582) 2025-07-17 18:33:20 UTC 424.8K followers, 203.6K engagements


"@krakenfx a key partner for Bitmine @BitMNR - been clutch every day Congrats on forging new ground with @xStocksFi"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947988842243375451) 2025-07-23 11:55:06 UTC 424.8K followers, 41K engagements


""One key performance metric for BitMine $BMNR going forward will be increasing $ETH held per share and also driving reflexive benefits by accumulating a larger share of the supply of ETH Thomas "Tom" Lee newly appointed Chairman of BitMine's Board of Directors. @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943379819367944654) 2025-07-10 18:40:29 UTC 424.8K followers, 135.7K engagements


"this is good to see πŸ‘‡ American economy is resilient and yet we know many 'pundits' claim the US is already in a recession"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946238792446193733) 2025-07-18 16:01:02 UTC 424.8K followers, 76.5K engagements


"This is why an ETH treasury stock can outperform holding ETH πŸ‘‡ $BMNR @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945933551968424446) 2025-07-17 19:48:07 UTC 424.8K followers, 158.1K engagements


"ummm. did u read the thread and understand it"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945931582860132389) 2025-07-17 19:40:17 UTC 424.7K followers, 82.7K engagements


"🧡on ethereum 1/ $ETH +22% past month but down -X% YTD ETH rangebound since 2021 but the rise of stablecoins $CRCL $USDT and Wall Street tokenizing real-world assets is driving up demand for ETH = upside .please read on $BMNR DAT @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125530241544351) 2025-07-15 14:17:19 UTC 424.8K followers, 964.6K engagements


"As Chairman of Bitmine we are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital Ticker: $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947693557256491437) 2025-07-22 16:21:45 UTC 424.8K followers, 73.2K engagements


"Most hated rally applies to equities and crypto πŸ‘€πŸ‘€πŸ‘€ πŸ‘‡ $ETH"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1939631055298076917) 2025-06-30 10:24:14 UTC 423.9K followers, 254.5K engagements


"$ETH = tokenizing real world Starting with stablecoins"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1940562091024568606) 2025-07-03 00:03:51 UTC 424.8K followers, 478K engagements


"Excited to be at the ALL-IN / Hill & Valley forum AI summit in DC @mozayyx Xuan @CathieDWood ARK @theallinpod @teflonblondie"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948053707142418868) 2025-07-23 16:12:51 UTC 424.8K followers, 111K engagements


"3/ Head of Digital Assets for Fundstrat @SeanMFarrell notes that transaction activity picking up on ethereum data from @TheBlock__ $BMNR @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125533865455998) 2025-07-15 14:17:20 UTC 424.8K followers, 32.4K engagements


"This remains one of the most hated V-shaped rallies and yet we are within X% of all-time highs LINK πŸ”— @YouTube - short positioning bear sentiment better macro - possible #faceripper rally @fs_insight @FundstratCap #tuesdayvibe"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1930104421884502040) 2025-06-04 03:28:48 UTC 424.7K followers, 322.6K engagements


"Options trading now available for $BMNR investors = more options = good @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948003207239585916) 2025-07-23 12:52:11 UTC 424.8K followers, 105.2K engagements


"An ethereum treasury co can increase ones holding of $ETH per share via capital markets staking and selling volatility while an ETH ETF is fixed holding per share Great convo @LJMoynihan @_NYNext @nypost @fundstrat @fs_insight @FundstratCap $BMNR @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943713427702374861) 2025-07-11 16:46:08 UTC 424.1K followers, 26.2K engagements


"Love this @BitwiseInvest πŸ‘ @pudgypenguins"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946368350474444996) 2025-07-19 00:35:51 UTC 424.6K followers, 97.2K engagements


"Great convo on $ETH and Ethereum treasury strategies $BMNR πŸ‘‡ But Ethereum enthusiasts believe the crypto is a good bet both because of its inherent value and because of the rewards it offers. And if the heavyweights who bought into BitMine $BMNR are any indication it has serious backers. said @LJMoynihan Lydia @nypost @_NYNext @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1943666561400635447) 2025-07-11 13:39:54 UTC 424.8K followers, 98.3K engagements


"4/ Crypto is a leading indicator for equities - Bitcoin $BTC leads $SPY by X month - BTC ATH 1/20 SPY ATH 2/19 - BTC ATH 5/22 SPY ATH 6/27 - recent breakout in BTC - good sign for S&P 500"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125536059064400) 2025-07-15 14:17:21 UTC 424.8K followers, 50.7K engagements


"Agree with this πŸ‘‡ Those who carry an inflation hammer πŸ”¨ see inflation nails Beware of cognitive bias"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945337952059449414) 2025-07-16 04:21:25 UTC 424.7K followers, 81.1K engagements


"@krakenfx forging the future moving equities onchain - Congrats on tokenizing the first Asia listing onto @xStocksFi Kraken ahead of Wall Street πŸ‘πŸ‘πŸ‘"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947988328059449435) 2025-07-23 11:53:03 UTC 424.8K followers, 1453 engagements


"The upside for $ETH treasury stocks $BMNR is impacted by how much ETH could rise in the future - $MSTR saw 11X in $BTC from 2020 to 2025 ETH has been rangebound since 2020. but stablecoins are creating the "chatGPT moment" for crypto @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945926671187526090) 2025-07-17 19:20:46 UTC 424.8K followers, 161.3K engagements


"🧡 1/ On DAT* and BTC/ETH Treasuries *post has consent from @saylor CASE STUDY: $MSTR created the template for crypto treasury. - since 2020 start of $BTC strategy @MicroStrategy - stock gain from $XX to $XXX QUESTION How much is due to BTC rise vs treasury strategy $BMNR @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914730469609961) 2025-07-17 18:33:19 UTC 424.8K followers, 321K engagements


"2/ @fundstrat discusses how stablecoins are the "ChatGPT" moment for crypto and Wall Street converging onto ETH on @SquawkCNBC $BMNR @BitMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945125531998982500) 2025-07-15 14:17:20 UTC 423.7K followers, 33.9K engagements


"5/ Bitmine announced its ETH treasury strategy on June XX 2025 and closed this transaction on July 9th 2025 @BitMNR $BMNR @CNBC"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914739323789528) 2025-07-17 18:33:21 UTC 424.8K followers, 103.1K engagements


"Latest video πŸ“Ή update πŸ‘‡ Granny Shots ETF ticker: $GRNY Please give it a watch πŸ‘€ @FundstratCap @fs_insight @BitMNR $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948022769263731159) 2025-07-23 14:09:55 UTC 424.8K followers, 44.3K engagements


"4/ $MSTR has conducted a series of accretive financings using the above playbook. - by the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @grok produced the below table (excerpt) @BitMNR $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945914737226551739) 2025-07-17 18:33:21 UTC 423.9K followers, 22.4K engagements


"$BMNR has strong partners 🦾: @MOZAYYX @foundersfund @PanteraCapital @FalconXGlobal @krakenfx @galaxyhq πŸ”₯ Great to be listed @NYSE - most prestigious and storied exchange - lends credibility to any company listed on NYSE - Eth strategy reflects converging tradfi and fintech"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1940592105664950316) 2025-07-03 02:03:07 UTC 423.9K followers, 82K engagements


"Today we celebrate the birthday of America - the great nation - the nation of the free - I especially honor and salute those protecting our freedom Happy 4th of July"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1941160567122853888) 2025-07-04 15:41:58 UTC 423.6K followers, 150.6K engagements


"Traditional financial institutions and crypto are converging led by stablecoins πŸ‘‡ Benefits: $GLXY $COIN $CRCL $MSTR $SMLR $SBET $DFDV $UPXY $MTPLF"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1938998081791369299) 2025-06-28 16:29:02 UTC 424.8K followers, 179.2K engagements


"@BitMNR @CNBC 6/ $MSTR has shown buying tokens - increased tokens/share $BMNR by 7th day (post-initial closing) - acquired $X billion of ETH - MSTR acquired $XXX million in same timeframe That is all"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946048662863228956) 2025-07-18 03:25:31 UTC 424.8K followers, 45.8K engagements


"Bitcoin is the way PS: ethereum is friends with BTC"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947787323514499168) 2025-07-22 22:34:20 UTC 424.8K followers, 98.4K engagements


"$BMNR has strong partners 🦾: @MOZAYYX @foundersfund @Pantera @FalconXGlobal @krakenfx @galaxyhq πŸ”₯ Critical to be listed @NYSE - most prestigious and storied exchange - lends credibility to any company listed on NYSE - Eth strategy reflects converging tradfi and fintech"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1939779755861053891) 2025-06-30 20:15:07 UTC 424.6K followers, 103K engagements


"and adjust for inflation too. @RyanSAdams"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948391383414259727) 2025-07-24 14:34:39 UTC 424.8K followers, 107K engagements


"ETH is garnering interest from the macro investment world and VCs πŸ‘‡ @CNBCtech @tanayamacheel"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945522330832154680) 2025-07-16 16:34:04 UTC 424.7K followers, 154.5K engagements


"Appreciate this @cosmo_jiang 😍😍😍 Pantera has been a great partner @PanteraCapital Bitmine $BMNR is committed to rapidly growing ETH value per share And the stated goal is eventually X% of ETH"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948233006256132554) 2025-07-24 04:05:19 UTC 424.8K followers, 82.5K engagements


"Bitcoin is a leading indicator for the S&P 500: - Bitcoin at XX% of Gold = $250000 per BTC - leading equities by X month - Bitcoin upside breakout bodes well S&P XXX Great speaking with @SquawkCNBC team @JoeSquawk @BeckyQuick @andrewrsorkin tickers: $BMNR $GRNY"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947313066133114900) 2025-07-21 15:09:48 UTC 424.8K followers, 179.9K engagements


"$MSTR set the standard for Treasuries @saylor $BMNR wants to be the Microstrategy of Ethereum $ETH"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945926151613915438) 2025-07-17 19:18:42 UTC 424.8K followers, 284.9K engagements


"@SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1945598582830105070) 2025-07-16 21:37:04 UTC 424.8K followers, 16.3K engagements


"Great convo with Jensen @nvidia - $NVDA is changing the world PS: Nvidia is a granny shot $GRNY @fs_insight @FundstratCap"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948114342680879306) 2025-07-23 20:13:48 UTC 424.8K followers, 277.5K engagements


"Congrats @BitwiseInvest @HHorsley @Matt_Hougan"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947789377104416828) 2025-07-22 22:42:30 UTC 424.8K followers, 67K engagements


"Love this @galaxyhq You have been a great partner"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1946589079161688149) 2025-07-19 15:12:57 UTC 424.7K followers, 111K engagements


"@DeMarkAnalytics is the godfather of systematic market timing $BMNR"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1948351579020460213) 2025-07-24 11:56:29 UTC 424.8K followers, 2565 engagements


"This is encouraging πŸ‘‡ A healthy credit market = good for equities"  
![@fundstrat Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2648357839.png) [@fundstrat](/creator/x/fundstrat) on [X](/post/tweet/1947744948163395743) 2025-07-22 19:45:57 UTC 424.8K followers, 87.1K engagements

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@fundstrat "this is true πŸ‘‡ and a reason economy strengthens when Fed resumes cuts"
@fundstrat Avatar @fundstrat on X 2025-07-21 11:55:21 UTC 424.8K followers, 173.8K engagements

"5/ $ETH also benefit from general rise in risk appetite - small-caps $IWM and ETH move in sync - tailwinds building for small-caps with Fed set cut later in 2025 Fed cuts = liquidity rising = positive for risk assets @BitMNR $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-15 14:17:21 UTC 424.7K followers, 48.8K engagements

"$AAPL has proven time again and again it has staying power and has made timely moves πŸ”₯"
@fundstrat Avatar @fundstrat on X 2025-07-22 00:36:00 UTC 424.8K followers, 148K engagements

"FinX Please tune into @SquawkCNBC at 6:10am @JoeSquawk @BeckyQuick @andrewrsorkin - big week for earnings Dont miss it"
@fundstrat Avatar @fundstrat on X 2025-07-21 10:00:20 UTC 424.8K followers, 78K engagements

"We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI Bitcoin Palantir $PLTR Glad to have her on our team for $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-23 12:00:06 UTC 424.8K followers, 231.3K engagements

"@CathieDWood pioneered exponential investing early early on $TSLA $PLTR $HOOD $META and most recently $CRCL - her investment and partnership is synergy for $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-22 12:26:46 UTC 424.8K followers, 451.3K engagements

"Congrats to Bitmine $BMNR team on reaching the $X billion ETH club - just XX days after closing PIPE - great achievement πŸ‘πŸ‘πŸ‘ keep stacking ETH"
@fundstrat Avatar @fundstrat on X 2025-07-24 11:54:42 UTC 424.8K followers, 219.2K engagements

"Microstrategy $MSTR Semler Scientific $SMLR created an investment class of #Bitcoin treasury $SBET @ethereumJoseph is the first for Ethereum and bridges crypto-traditional finance in a staking ecosystem. Positively enhances the layer X network @fs_insight @SeanMFarrell #SundayThoughts"
@fundstrat Avatar @fundstrat on X 2025-06-16 01:58:21 UTC 424.8K followers, 327.2K engagements

"$GLXY @novogratz Our head of digital assets research @SeanMFarrell sees this as one to watch πŸ‘€πŸ‘€"
@fundstrat Avatar @fundstrat on X 2025-06-29 20:24:38 UTC 424.8K followers, 243K engagements

"A 🧡 on stablecoins and Ethereum 1/ Stablecoins is the singular most successful crypto product and the only one to move into the "real world" with $XXX billion in total assets we are in the earliest days. (keep reading plz) @fs_insight @SeanMFarrell"
@fundstrat Avatar @fundstrat on X 2025-06-28 15:37:32 UTC 424.8K followers, 601K engagements

"Dear Exponential Capital - can u please tell me how you can grow your capital when you spend all your time calling tops"
@fundstrat Avatar @fundstrat on X 2025-07-17 18:54:41 UTC 423.9K followers, 55.5K engagements

"@CathieDWood @ARKInvest @foundersfund @PanteraCapital We are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital"
@fundstrat Avatar @fundstrat on X 2025-07-22 16:20:52 UTC 424.8K followers, 13.5K engagements

"$NVDA is a granny shot πŸ¦ΉπŸ‘΅ πŸ‘‡ Ticker: $GRNY"
@fundstrat Avatar @fundstrat on X 2025-07-22 00:32:37 UTC 424.8K followers, 125K engagements

"Pudgy penguins @pudgypenguins πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜˜πŸ˜‹"
@fundstrat Avatar @fundstrat on X 2025-07-18 00:41:16 UTC 424.7K followers, 141.1K engagements

"3/ There are multiple ways $MSTR Treasury DAT strategies grow the token held per share: - issue stock P/NAV (mNAV) = rising token/share - token volatility lowers cost of borrowing = better ROI - use converts/preferred = limited equity dilution By the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @BitMNR $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-17 18:33:20 UTC 424.6K followers, 89.8K engagements

"2/ Of the 35X rise in $MSTR price: - 11X due to $BTC Bitcoin rising from $11k to $118k - 25X due to Treasury strategy - aka increase in BTC per share Treasury strategy far more significant than token price gain @BitMNR $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-17 18:33:20 UTC 424.8K followers, 203.6K engagements

"@krakenfx a key partner for Bitmine @BitMNR - been clutch every day Congrats on forging new ground with @xStocksFi"
@fundstrat Avatar @fundstrat on X 2025-07-23 11:55:06 UTC 424.8K followers, 41K engagements

""One key performance metric for BitMine $BMNR going forward will be increasing $ETH held per share and also driving reflexive benefits by accumulating a larger share of the supply of ETH Thomas "Tom" Lee newly appointed Chairman of BitMine's Board of Directors. @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-10 18:40:29 UTC 424.8K followers, 135.7K engagements

"this is good to see πŸ‘‡ American economy is resilient and yet we know many 'pundits' claim the US is already in a recession"
@fundstrat Avatar @fundstrat on X 2025-07-18 16:01:02 UTC 424.8K followers, 76.5K engagements

"This is why an ETH treasury stock can outperform holding ETH πŸ‘‡ $BMNR @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-17 19:48:07 UTC 424.8K followers, 158.1K engagements

"ummm. did u read the thread and understand it"
@fundstrat Avatar @fundstrat on X 2025-07-17 19:40:17 UTC 424.7K followers, 82.7K engagements

"🧡on ethereum 1/ $ETH +22% past month but down -X% YTD ETH rangebound since 2021 but the rise of stablecoins $CRCL $USDT and Wall Street tokenizing real-world assets is driving up demand for ETH = upside .please read on $BMNR DAT @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-15 14:17:19 UTC 424.8K followers, 964.6K engagements

"As Chairman of Bitmine we are glad to be building the future defi future with @ARKInvest adding to our key partners @mozayyx @foundersfund @PanteraCapital Ticker: $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-22 16:21:45 UTC 424.8K followers, 73.2K engagements

"Most hated rally applies to equities and crypto πŸ‘€πŸ‘€πŸ‘€ πŸ‘‡ $ETH"
@fundstrat Avatar @fundstrat on X 2025-06-30 10:24:14 UTC 423.9K followers, 254.5K engagements

"$ETH = tokenizing real world Starting with stablecoins"
@fundstrat Avatar @fundstrat on X 2025-07-03 00:03:51 UTC 424.8K followers, 478K engagements

"Excited to be at the ALL-IN / Hill & Valley forum AI summit in DC @mozayyx Xuan @CathieDWood ARK @theallinpod @teflonblondie"
@fundstrat Avatar @fundstrat on X 2025-07-23 16:12:51 UTC 424.8K followers, 111K engagements

"3/ Head of Digital Assets for Fundstrat @SeanMFarrell notes that transaction activity picking up on ethereum data from @TheBlock__ $BMNR @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-15 14:17:20 UTC 424.8K followers, 32.4K engagements

"This remains one of the most hated V-shaped rallies and yet we are within X% of all-time highs LINK πŸ”— @YouTube - short positioning bear sentiment better macro - possible #faceripper rally @fs_insight @FundstratCap #tuesdayvibe"
@fundstrat Avatar @fundstrat on X 2025-06-04 03:28:48 UTC 424.7K followers, 322.6K engagements

"Options trading now available for $BMNR investors = more options = good @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-23 12:52:11 UTC 424.8K followers, 105.2K engagements

"An ethereum treasury co can increase ones holding of $ETH per share via capital markets staking and selling volatility while an ETH ETF is fixed holding per share Great convo @LJMoynihan @_NYNext @nypost @fundstrat @fs_insight @FundstratCap $BMNR @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-11 16:46:08 UTC 424.1K followers, 26.2K engagements

"Love this @BitwiseInvest πŸ‘ @pudgypenguins"
@fundstrat Avatar @fundstrat on X 2025-07-19 00:35:51 UTC 424.6K followers, 97.2K engagements

"Great convo on $ETH and Ethereum treasury strategies $BMNR πŸ‘‡ But Ethereum enthusiasts believe the crypto is a good bet both because of its inherent value and because of the rewards it offers. And if the heavyweights who bought into BitMine $BMNR are any indication it has serious backers. said @LJMoynihan Lydia @nypost @_NYNext @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-11 13:39:54 UTC 424.8K followers, 98.3K engagements

"4/ Crypto is a leading indicator for equities - Bitcoin $BTC leads $SPY by X month - BTC ATH 1/20 SPY ATH 2/19 - BTC ATH 5/22 SPY ATH 6/27 - recent breakout in BTC - good sign for S&P 500"
@fundstrat Avatar @fundstrat on X 2025-07-15 14:17:21 UTC 424.8K followers, 50.7K engagements

"Agree with this πŸ‘‡ Those who carry an inflation hammer πŸ”¨ see inflation nails Beware of cognitive bias"
@fundstrat Avatar @fundstrat on X 2025-07-16 04:21:25 UTC 424.7K followers, 81.1K engagements

"@krakenfx forging the future moving equities onchain - Congrats on tokenizing the first Asia listing onto @xStocksFi Kraken ahead of Wall Street πŸ‘πŸ‘πŸ‘"
@fundstrat Avatar @fundstrat on X 2025-07-23 11:53:03 UTC 424.8K followers, 1453 engagements

"The upside for $ETH treasury stocks $BMNR is impacted by how much ETH could rise in the future - $MSTR saw 11X in $BTC from 2020 to 2025 ETH has been rangebound since 2020. but stablecoins are creating the "chatGPT moment" for crypto @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-17 19:20:46 UTC 424.8K followers, 161.3K engagements

"🧡 1/ On DAT* and BTC/ETH Treasuries *post has consent from @saylor CASE STUDY: $MSTR created the template for crypto treasury. - since 2020 start of $BTC strategy @MicroStrategy - stock gain from $XX to $XXX QUESTION How much is due to BTC rise vs treasury strategy $BMNR @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-17 18:33:19 UTC 424.8K followers, 321K engagements

"2/ @fundstrat discusses how stablecoins are the "ChatGPT" moment for crypto and Wall Street converging onto ETH on @SquawkCNBC $BMNR @BitMNR"
@fundstrat Avatar @fundstrat on X 2025-07-15 14:17:20 UTC 423.7K followers, 33.9K engagements

"5/ Bitmine announced its ETH treasury strategy on June XX 2025 and closed this transaction on July 9th 2025 @BitMNR $BMNR @CNBC"
@fundstrat Avatar @fundstrat on X 2025-07-17 18:33:21 UTC 424.8K followers, 103.1K engagements

"Latest video πŸ“Ή update πŸ‘‡ Granny Shots ETF ticker: $GRNY Please give it a watch πŸ‘€ @FundstratCap @fs_insight @BitMNR $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-23 14:09:55 UTC 424.8K followers, 44.3K engagements

"4/ $MSTR has conducted a series of accretive financings using the above playbook. - by the way - $ETH has higher volatilty than $BTC - so this volatility reduces ETH DAT more than BTC DAT @grok produced the below table (excerpt) @BitMNR $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-17 18:33:21 UTC 423.9K followers, 22.4K engagements

"$BMNR has strong partners 🦾: @MOZAYYX @foundersfund @PanteraCapital @FalconXGlobal @krakenfx @galaxyhq πŸ”₯ Great to be listed @NYSE - most prestigious and storied exchange - lends credibility to any company listed on NYSE - Eth strategy reflects converging tradfi and fintech"
@fundstrat Avatar @fundstrat on X 2025-07-03 02:03:07 UTC 423.9K followers, 82K engagements

"Today we celebrate the birthday of America - the great nation - the nation of the free - I especially honor and salute those protecting our freedom Happy 4th of July"
@fundstrat Avatar @fundstrat on X 2025-07-04 15:41:58 UTC 423.6K followers, 150.6K engagements

"Traditional financial institutions and crypto are converging led by stablecoins πŸ‘‡ Benefits: $GLXY $COIN $CRCL $MSTR $SMLR $SBET $DFDV $UPXY $MTPLF"
@fundstrat Avatar @fundstrat on X 2025-06-28 16:29:02 UTC 424.8K followers, 179.2K engagements

"@BitMNR @CNBC 6/ $MSTR has shown buying tokens - increased tokens/share $BMNR by 7th day (post-initial closing) - acquired $X billion of ETH - MSTR acquired $XXX million in same timeframe That is all"
@fundstrat Avatar @fundstrat on X 2025-07-18 03:25:31 UTC 424.8K followers, 45.8K engagements

"Bitcoin is the way PS: ethereum is friends with BTC"
@fundstrat Avatar @fundstrat on X 2025-07-22 22:34:20 UTC 424.8K followers, 98.4K engagements

"$BMNR has strong partners 🦾: @MOZAYYX @foundersfund @Pantera @FalconXGlobal @krakenfx @galaxyhq πŸ”₯ Critical to be listed @NYSE - most prestigious and storied exchange - lends credibility to any company listed on NYSE - Eth strategy reflects converging tradfi and fintech"
@fundstrat Avatar @fundstrat on X 2025-06-30 20:15:07 UTC 424.6K followers, 103K engagements

"and adjust for inflation too. @RyanSAdams"
@fundstrat Avatar @fundstrat on X 2025-07-24 14:34:39 UTC 424.8K followers, 107K engagements

"ETH is garnering interest from the macro investment world and VCs πŸ‘‡ @CNBCtech @tanayamacheel"
@fundstrat Avatar @fundstrat on X 2025-07-16 16:34:04 UTC 424.7K followers, 154.5K engagements

"Appreciate this @cosmo_jiang 😍😍😍 Pantera has been a great partner @PanteraCapital Bitmine $BMNR is committed to rapidly growing ETH value per share And the stated goal is eventually X% of ETH"
@fundstrat Avatar @fundstrat on X 2025-07-24 04:05:19 UTC 424.8K followers, 82.5K engagements

"Bitcoin is a leading indicator for the S&P 500: - Bitcoin at XX% of Gold = $250000 per BTC - leading equities by X month - Bitcoin upside breakout bodes well S&P XXX Great speaking with @SquawkCNBC team @JoeSquawk @BeckyQuick @andrewrsorkin tickers: $BMNR $GRNY"
@fundstrat Avatar @fundstrat on X 2025-07-21 15:09:48 UTC 424.8K followers, 179.9K engagements

"$MSTR set the standard for Treasuries @saylor $BMNR wants to be the Microstrategy of Ethereum $ETH"
@fundstrat Avatar @fundstrat on X 2025-07-17 19:18:42 UTC 424.8K followers, 284.9K engagements

"@SeanMFarrell Head of Fundstrat Digital Assets research recommends $GXLY @galaxyhq - in his core crypto equity portfolio πŸ”₯πŸ”₯πŸ”₯πŸ”₯πŸ”₯"
@fundstrat Avatar @fundstrat on X 2025-07-16 21:37:04 UTC 424.8K followers, 16.3K engagements

"Great convo with Jensen @nvidia - $NVDA is changing the world PS: Nvidia is a granny shot $GRNY @fs_insight @FundstratCap"
@fundstrat Avatar @fundstrat on X 2025-07-23 20:13:48 UTC 424.8K followers, 277.5K engagements

"Congrats @BitwiseInvest @HHorsley @Matt_Hougan"
@fundstrat Avatar @fundstrat on X 2025-07-22 22:42:30 UTC 424.8K followers, 67K engagements

"Love this @galaxyhq You have been a great partner"
@fundstrat Avatar @fundstrat on X 2025-07-19 15:12:57 UTC 424.7K followers, 111K engagements

"@DeMarkAnalytics is the godfather of systematic market timing $BMNR"
@fundstrat Avatar @fundstrat on X 2025-07-24 11:56:29 UTC 424.8K followers, 2565 engagements

"This is encouraging πŸ‘‡ A healthy credit market = good for equities"
@fundstrat Avatar @fundstrat on X 2025-07-22 19:45:57 UTC 424.8K followers, 87.1K engagements

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