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![samsolid57 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1241543417093451776.png) Sam Badawi [@samsolid57](/creator/twitter/samsolid57) on x 15.4K followers
Created: 2025-07-26 17:41:57 UTC

$BMNR: INDIRECT STABLECOIN WINNER?

BitMine isn’t building stablecoin payment rail like $PYPL, $TOST $SOFI, or $CRCL. But with Tom Lee steering the ship, it’s pivoting toward $ETH accumulation…. positioning itself as a treasury-heavy bet on the chain most stablecoins (like $USDC, $DAI, $PYUSD) run on. It’s not processing transactions, but it could benefit if stablecoin volumes surge and ETH becomes a core financial layer.

Think of BMNR as a second-order play: no merchant rails, no wallets… but upside if Ethereum cements itself as the base layer for programmable money. Not a payments company, but a miner evolving into a fintech-adjacent ETH vault.

![](https://pbs.twimg.com/media/GwzRr0iaUAA50qs.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949163293282893838/c:line.svg)

**Related Topics**
[pyusd](/topic/pyusd)
[dai](/topic/dai)
[crcl](/topic/crcl)
[pypl](/topic/pypl)
[bmnr](/topic/bmnr)
[surge](/topic/surge)
[$usdc](/topic/$usdc)
[stablecoins](/topic/stablecoins)

[Post Link](https://x.com/samsolid57/status/1949163293282893838)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

samsolid57 Avatar Sam Badawi @samsolid57 on x 15.4K followers Created: 2025-07-26 17:41:57 UTC

$BMNR: INDIRECT STABLECOIN WINNER?

BitMine isn’t building stablecoin payment rail like $PYPL, $TOST $SOFI, or $CRCL. But with Tom Lee steering the ship, it’s pivoting toward $ETH accumulation…. positioning itself as a treasury-heavy bet on the chain most stablecoins (like $USDC, $DAI, $PYUSD) run on. It’s not processing transactions, but it could benefit if stablecoin volumes surge and ETH becomes a core financial layer.

Think of BMNR as a second-order play: no merchant rails, no wallets… but upside if Ethereum cements itself as the base layer for programmable money. Not a payments company, but a miner evolving into a fintech-adjacent ETH vault.

XXXXX engagements

Engagements Line Chart

Related Topics pyusd dai crcl pypl bmnr surge $usdc stablecoins

Post Link

post/tweet::1949163293282893838
/post/tweet::1949163293282893838