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![tbpn Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1838288550569349120.png) TBPN [@tbpn](/creator/twitter/tbpn) on x 95.1K followers
Created: 2025-06-30 22:34:18 UTC

We asked @fundstrat (Chief Investment Officer of @FundstratCap) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins.

"Stablecoins are the ChatGPT of Fintech."

"They provide a logarithmic benefit over traditional systems."

"Stablecoins is a $250B market, and Secretary Bessent said it could grow to $2T."

"Large companies will need to secure the Layer X (what stablecoins transact on) that they're operating on."

"We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of crypto in order to fund and operate their stablecoin."

![](https://pbs.twimg.com/amplify_video_thumb/1939814709475385345/img/vgwoclNBC9J01Mjc.jpg)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939814781168623852/c:line.svg)

**Related Topics**
[bmnr](/topic/bmnr)
[$2t](/topic/$2t)
[bessent](/topic/bessent)
[$250b](/topic/$250b)
[fintech](/topic/fintech)
[open ai](/topic/open-ai)
[stablecoins](/topic/stablecoins)
[investment](/topic/investment)

[Post Link](https://x.com/tbpn/status/1939814781168623852)