The alchemy of 5% of ETH | NYSE | Thomas (“Tom”) Lee Chairman @fundstrat. Key tickers: $BMNR $BMNP

New York, NY
🧵 1/ BitMine provided its latest holdings update for September 21, 2026 $17.1 billion in total crypto + "moonshots": - 5,983,940 ETH at $2,688 per ETH (per @coinbase) - 212 Bitcoin (BTC) - $180 million stake in Beast Industries @MrBeast - $105 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and - total cash and marketable securities of $714 million. Ticker: $BMNR common equity $BMNP 9.5% perpetual preferred, dividends paid weekly Chairman: Tom Lee @fundstrat Link ⛓️ prnewswire.com/news-releases…
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Bull market 🐂 underway Per @StocktonKatie
JUST IN: Fairlead Strategies Founder Katie Stockton says "there are indications that the bear cycle is over" and "has enough indications" to confirm a new bull market 👀 Bullish 🚀
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Keep stacking ethereum:native
Five straight green days for $ETH ETFs. ~$747M in net inflows. Everyone watches the price. I’m watching the money coming back. $ETH $BMNR
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Bitmine (NYSE-BMNR) $ETH $BMNP retweeted
BITMINE’S MAVAN IS ALREADY EARNING FEES ON HYPERLIQUID Hyperion’s SEC filings show MAVAN, formerly Pier Two, hosts and manages the Kinetiq × Hyperion validator and receives 25% of its validator commissions and other validator level rewards earned in $HYPE. Now MAVAN is helping bring DoubleZero Edge’s subscription based Hyperliquid market data service to market over dedicated fiber. BitMine owns the world’s largest corporate ETH treasury alongside a growing multi chain infrastructure business. $BMNR $ETH
BITMINE’S MAVAN IS ALREADY EARNING FEES ON HYPERLIQUID Today’s DoubleZero launch reveals a much deeper part of the $BMNR story. Hyperion’s SEC filings show MAVAN, hosts and manages the Kinetiq × Hyperion validator and receives 25% of its validator commissions and other validator level rewards. Now MAVAN is helping bring DoubleZero Edge’s subscription based Hyperliquid market data service to market over dedicated fibre. Bitmine @BitMNR owns the world’s largest corporate ETH treasury alongside a growing multi chain infrastructure business. $HYPE $ETH
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MAVAN @MAVAN_BMNR the world’s largest staking entity, stake more than $ETH - staking @solana $SOL - staking @HyperliquidX $HYPE $ETH and $BTC friends MAVAN makes $ETH $SOL $HYPE friends Tickers: $BMNR $BMNP
Excited to support @HyperionDeFi and @Kinetiq_xyz in bringing @doublezero’s Hyperliquid infrastructure to market. DoubleZero Edge brings multicast data distribution over dedicated fiber and now carries @HyperliquidX. Request Edge access at doublezero.xyz/hyperliquid. $BMNR $BMNP
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Yas 👏 😍 @FTDA_US @FranklnTempletn says Bull market underway
MASSIVE: 🇺🇸 $1.8 Trillion Franklin Templeton’s crypto head says crypto is entering a new bull cycle.
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Boom 💥 $ETH That’s the tweet
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$ETH is the settlement layer of the future
built on Ethereum
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Yas 👏 @RyanDetrick Orange-pilled
We've owned Bitcoin in our tactical models and continue to expect it to move higher, providing some diversification and alpha.
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Yas 👏
Why $ETH is my biggest play? The internet didn’t win because it was the best place to store information. It won because it became the base layer for applications. Ethereum is taking a similar role for financial assets. Tokenized funds. Stablecoins. Credit. Collateral. Settlement. The bet isn’t simply on tokenization. It’s on Ethereum becoming financial infrastructure.
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Yas 👏
JUST IN: Tom Lee says "we believe a crypto bull market is underway"
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Yas 👏 $ETH is the way
Tom and the teams $ETH and $BMNR price targets: $ETH at $22,000 = $BMNR at $500 Implied mNAV (Current Sharecount) = 2.48 $ETH at $62,500 = $BMNR at $1,500 Implied mNAV (Current Sharecount) = 2.63 Optimistic targets, but definitely possible if we can run up past $10k $ETH
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Yas 👏 Yas yas 👏👏
I watched this man accumulate fear like I've never seen in my years in crypto. He did it while comments harassed & laughed at him. I was consistently encouraged by his attitude. I learned from @fundstrat that being contrarian is a lonely place. But it's also the right place.
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runner in aisle 7

ALT Game Show Lol GIF by ABC Network

$ETH is playing out a textbook Elliott Wave structure So far, four waves are done and we've swept all the liquidity in current LTF range which means next expansion phase is close You are not ready for what's coming
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Truth
Realizing you survived the greatest Crypto shakeout in history and are about to get rich AF
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Boom 💥
The top for $ETH this cycle will be $45k yeah you read it right, $45000
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🧵 1/ BitMine provided its latest holdings update for September 21, 2026 $17.1 billion in total crypto + "moonshots": - 5,983,940 ETH at $2,688 per ETH (per @coinbase) - 212 Bitcoin (BTC) - $180 million stake in Beast Industries @MrBeast - $105 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and - total cash and marketable securities of $714 million. Ticker: $BMNR common equity $BMNP 9.5% perpetual preferred, dividends paid weekly Chairman: Tom Lee @fundstrat Link ⛓️ prnewswire.com/news-releases…
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5/ As of September 20, 2026, Bitmine total staked ETH stands at 5,067,309 ($13.6 billion at $2,688 per ETH). "Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward would be $421 million on an annualized basis (using 2.62% 7-day BMNR yield)," stated Lee. "Annualized staking revenues are now projected at $357 million. And this 5.1 million ETH is 85% of the 5.96 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.62% (annualized)," continued Lee. Total staked $ETH by week: - 9/20/26: 5,067,309 ETH - 9/13/26: 5,067,309 ETH - 9/7/26: 5,067,309 ETH - 8/30/26: 5,067,309 ETH - 8/23/26: 5,067,309 ETH - 8/16 /26: 5,067,309 ETH - 8/9/26: 5,067,309 ETH - 8/2/26: 4,917,189 ETH - 7/26/26: 4,917,189 ETH - 7/19/26: 4,917,189 ETH - 7/12/26: 4,917,189 ETH - 7/5/26: 4,879,157 ETH - 6/28/26: 4,879,157 ETH - 6/21/26: 4,718,677 ETH - 6/14/26: 4,718,677 ETH - 6/7/26: 4,718,677 ETH - 5/31/26: 4,718,677 ETH - 5/25/26: 4,712,917 ETH - 5/17/26: 4,712,917 ETH - 5/10/26: 4,712,917 ETH - 5/2/26: 4,362,757 ETH - 4/26/26: 3,701,589 ETH - 4/19/26: 3,334,637 ETH - 4/12/26: 3,334,637 ETH - 4/5/26: 3,334,637 ETH - 3/29/26: 3,142,643 ETH - 3/22/26: 3,142,643 ETH - 3/15/26: 3,040,515 ETH - 3/8/26: 3,040,483 ETH - 3/1/26: 3,040,483 ETH - 2/23/26: 3,040,483 ETH - 2/17/26: 3,040,483 ETH - 2/8/26: 2,897,459 ETH - 2/1/26: 2,897,459 ETH - 1/26/26: 2,009,267 ETH - 1/19/26: 1,838,003 ETH - 1/11/26: 1,256,083 ETH - 1/4/26: 659,219 ETH - 12/28/24: 408,627 ET
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6/ Bitmine is one of the most widely traded stocks in the US. According to data from Fundstrat $BMNR traded average daily dollar volume of $1.2 bmillion (5-day average, as of September 18, 2026): ➡️ ranking #100 in the US ➡️ behind Eaton Corp $ETN @eatoncorp (rank #99) and ➡️ ahead of Ciena $CIEN @Ciena (rank #101) among 5,704 US-listed stocks (statista.com and @fundstrat research).
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