Even if you don't like $ETH you should consider liking or reposting this imo.
Took me about an hour and a second cup of coffee to get through it... also took ~10mins to try to draw that red squiggle to match the picture.
Thank you.
MicroVision $MVIS is quietly flying under the radar (LiDAR?).
The reverse split and need for cash are holding the share price back for now, but signing a long-term development agreement with 🤫 Caterpillar 🤫 should put the LiDAR sector on notice.
All of the hype, technology, talent and most importantly, partnerships, that Luminar acquired over the years since their SPAC debut, is now all being rolled up under MicroVision Inc.
Caterpillar ✅
Volvo
Gatik
+PlusAI
Mercedes
These are all Luminar deals/relationship that MicroVision CEO, Glen DeVos will look to repair heading into 2027.
And they even future proofed the portfolio by acquiring 1550nm FMCW player, Scantinel Photonics.
$MVIS is a ticker to watch! 👀
MicroVision Nasdaq: $MVIS
MicroVision signed a long-term development agreement to advance lidar for next-generation autonomous hauling solutions.
The initial program includes two Iris lidar sensors per off-highway truck, supporting autonomy in construction and mining environments where precision, safety, and reliability matter.
@MicroVision
Link: accessnewswire.com/newsroom/en/ae…#Lidar#AutonomousVehicles#MiningTech#Stocks
Anybody know anything about this company?
$MVIS
This orange move down is corrective imo meaning this could potentially be a great low risk entry for a turnaround play.
BREAKING: 🇺🇸 Tom Lee’s BitMine has bought $135 MILLION worth of Ethereum.
It now holds 5.62M $ETH worth $10 BILLION, which is 4.66% of the entire ETH supply.
$BMNR BitMine & $ORBS Eightco - The Future of Finance and Proof of Humanity 🚀
$V VISA Huge new catalyst Visa just partnered with OpenAI to bring its global payment network into ChatGPT and AI agents.
AI agents can now shop and pay on your behalf using Visa (with user-set spending limits and controls). This is “agentic commerce” going mainstream and it’s happening right now.
This massively accelerates the thesis:
$BMNR and $ORBS are aggressively positioned:
• $BMNR → $155M + leading investor in $ORBS
• $BMNR → $200M direct equity into @MrBeast / Beast Industries
• $ORBS → $90M total into OpenAI (~24% of treasury)
• $ORBS → $18M additional into @MrBeast / Beast Industries
• $ORBS → 283.4M $WLD (~8.3% of supply largest public owner globally)
OpenAI + Visa agentic payments + stablecoins on Ethereum = explosive on-chain volume and gas fees. Proof-of-Human (via $WLD) becomes critical infrastructure to verify real humans behind the agents.
Here’s the full investment map:
The $BMNR & $ORBS × Worldcoin Ethereum Map - UPDATED ATTACHED🔥 (looks like it all points back to ETH👀)
Tom Lee's Bitmine Buys Another $41 Million in Ethereum
Tom Lee (@fundstrat)-backed Bitmine (@BitMNR) has purchased another 25,000 $ETH worth about $41 million, according to onchain data, shared by lookonchain.
The latest acquisition brings total purchases to 125,000 ETH over the past three days. The buying spree is worth roughly $206 million at current prices.
Robert Kiyosaki says Ethereum could hit $60,000.
That would put $ETH among the best-performing major assets of the decade.
With institutional demand rising and Ethereum remaining the backbone of DeFi, some investors believe the upside is far from over.
Is Kiyosaki's $60K target realistic, or is it too bullish? 🤔👇
I’d say this coming Monday $BMNR will be announcing their biggest week of buys since becoming a DAT
125,000 $ETH purchased so far this week
As it stands, their largest week was back in December when they announced 138,452 ETH
$BMNR
BitMine Immersion – ALMOST 5% of ETH Supply!🚀
BMNR at 4.59% of ETH Supply (5.54M ETH held)
Trading near NAV with $9.6B total crypto + cash + moonshots (at current ETH prices)
→ Current price $16.20/share (as of June 9 close)
→ Strong opportunity at current levels with massive $4B share repurchase authorization active — accretive buybacks at any discount will drive shareholder value higher📈
2026 Bull Targets @ 1.6x NAV Premium (scales directly with ETH price + full MAVAN staking ramp):
$3K ETH → $48+ 🚀
$4K ETH → $64+ 🌙
$5K ETH → $80+ 🔥
$6K ETH → $96+ 💥
(+ massive upside from staking rewards compounding)
MAVAN Staking Update (huge recurring revenue engine):
87%+ of holdings staked turning treasury into cash-flow machine
Latest Holdings Update (June 2026):
$9.6 Billion in total crypto + cash + moonshots
- 5.54M ETH (biggest public ETH treasury globally)
- 203 BTC
- $200M stake in Beast Industries (@MrBeast)
- $88M stake in Eightco Holdings (NASDAQ: $ORBS)
- $247 Million Cash
BitMine continues aggressive dip-buying — largest ETH purchase of 2026 reported recently, adding hundreds of millions amid the pullback. Tom Lee’s team is executing perfectly on the 5% ETH supply goal.
Ticker: $BMNR
Chairman: Tom Lee @fundstrat
This is the cleanest leveraged ETH + yield play on the market — discount to NAV + buyback firepower + staking cash flow + ETH upside = asymmetric opportunity.
The Future of Finance = ETH
Pure $BMNR hopium math:
BMNR’s “Alchemy of 5%” target is roughly 6.035M ETH.
If they get there, $BMNR becomes the closest thing the public market has to a giant Ethereum treasury + staking yield vehicle.
Now imagine $ETH wakes up again.
Assuming BMNR reaches 5% of ETH supply and share count stays around 586M, rough NAV/share looks like this:
ETH $3K = BMNR NAV/share around $32
ETH $4K = around $42
ETH $5K = around $52
ETH $6K = around $63
ETH $7K = around $73
ETH $8K = around $83
ETH $9K = around $94
ETH $10K = around $104
But that is only NAV.
In a real ETH bull cycle, treasury stocks do not always trade at 1x NAV.
They can trade at 2x, 3x, even 4x NAV if the market believes they can keep raising capital, staking ETH, increasing ETH per share, and becoming the dominant public ETH proxy.
So the dream math becomes:
ETH $3K
BMNR at 2x-4x NAV = roughly $64-$127
ETH $4K
BMNR at 2x-4x NAV = roughly $84-$168
ETH $5K
BMNR at 2x-4x NAV = roughly $105-$210
ETH $6K
BMNR at 2x-4x NAV = roughly $125-$251
ETH $7K
BMNR at 2x-4x NAV = roughly $146-$292
ETH $8K
BMNR at 2x-4x NAV = roughly $167-$333
ETH $9K
BMNR at 2x-4x NAV = roughly $187-$374
ETH $10K
BMNR at 2x-4x NAV = roughly $208-$416
That is why $BMNR gets weird.
It is not just ETH beta.
It is ETH beta + staking yield + treasury premium + reflexivity.
The reflexivity is the fun part:
If BMNR trades above NAV, they can potentially raise capital at a premium.
If they raise capital at a premium and buy more ETH, NAV/share can grow.
If NAV/share grows, the market may reward the premium again.
That is the MSTR-style loop, but for ETH.
Now $BMNU is the degenerate side quest.
$BMNU is 2x daily $BMNR.
Not 2x forever.
Daily.
That means if BMNR trends cleanly, BMNU can go absolutely vertical.
But if BMNR chops sideways, BMNU can bleed even if the long-term thesis is right.
Rough dream math from around $1 BMNU:
If BMNR goes to $60-$70, BMNU could be $10-$15+ in a clean trend.
If BMNR goes to $100-$150, BMNU could be $35-$80+.
If BMNR goes to $200+, BMNU can become a full chaos instrument.
But only if the path is clean.
A violent up/down chop can destroy the math.
Timeline for the dream:
ETH $3K-$4K: possible in a strong recovery window if ETH reclaims $2K, ETF flows return, and ETH/BTC turns.
ETH $5K-$6K: more likely during a real bull expansion where ETH reclaims ATH and institutions rotate beyond BTC.
ETH $8K-$10K: late-cycle dream scenario, probably needs ETF demand, CLARITY-style regulatory tailwinds, stablecoin/tokenization growth, staking demand, and full ETH narrative revival.
Simple read:
$ETH is the asset.
$BMNR is the public treasury vehicle.
$BMNU is the leveraged lottery ticket.
If ETH returns to beast mode and BMNR reaches 5%, the stock does not need to trade at NAV forever.
The real hopium is mNAV expansion.
That is where the numbers get stupid.
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