[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.]  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, $PYUSD) run on. It’s not processing transactions, but it could benefit if stablecoin volumes surge and ETH becomes a core financial layer. Think of BMNR as a second-order play: no merchant rails, no wallets… but upside if Ethereum cements itself as the base layer for programmable money. Not a payments company, but a miner evolving into a fintech-adjacent ETH vault.  XXXXX engagements  **Related Topics** [pyusd](/topic/pyusd) [dai](/topic/dai) [crcl](/topic/crcl) [pypl](/topic/pypl) [bmnr](/topic/bmnr) [surge](/topic/surge) [$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.]
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
Related Topics pyusd dai crcl pypl bmnr surge $usdc stablecoins
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