Crossroads

IGNORE the BMNR Price. Bitmine's Strategy is CRUSHING it!

Name: IGNORE the BMNR Price. Bitmine's Strategy is CRUSHING it!
Uploaded: 2025-09-26T21:15:08Z
Description: Roy / Crossroads on X: @kross_roads The content on this channel is for educational purposes only and does not constitute financial advice. We do not provide recommendations to buy, sell, or hold any stocks, derivatives, or other investments. Viewers should consult a registered financial advisor bef

9/26/2025, 9:15:08 PM

View channel Watch on YouTube

Economic Summary

BMNR (BMNR) is executing a digital-asset-treasury strategy: raising capital via equity-linked securities to monetize volatility and aggressively buy Ethereum, which increases ETH-per-share and aims to compound shareholder value over time.
Institutional flows and trading volume concentrate on a few large digital-treasury issuers (BMNR and MSTR), creating passive daily demand, greater liquidity, and a virtuous cycle that can attract more retail investment.
Macro/tech tailwinds for Ethereum (ETH) include enterprise adoption—Swift exploring an Ethereum Layer 2 (Linea)—which supports ETH utility and potential long-term demand for companies holding Ethereum.

Bullish

BMNR is increasing Ethereum per share, directly boosting underlying asset exposure.
Large trading volume and institutional passive flows concentrate on leaders (BMNR, MSTR), providing liquidity and price support.
Well-timed capital raise and warrants let BMNR buy ETH on dips and monetize volatility.
Enterprise adoption (Swift using Ethereum Layer 2s) supports long-term ETH demand and utility.

Bearish

BMNR and similar digital-asset-treasury plays are highly volatile; not suitable for risk-averse investors.
Equity-linked securities/warrants and capital raises can dilute shareholders or pressure the stock despite strategic intent.
Smaller players (e.g., BTBT) lack institutional scale, so they may be ignored and underperform relative to leaders.

Bullish tickers

BMNRETHMSTR

Bearish tickers

BMNRETH

BMNR

4 price targets

50706138

Bullish

Increasing ETH per share, high institutional trading volume, and a well-timed capital raise that funds aggressive ETH purchases.

Bearish

High volatility and potential dilution from equity-linked securities/warrants; stock has fallen ~12% recently.

ETH

Bullish

Wider enterprise adoption (Swift exploring Ethereum Layer 2s) and yield opportunities make ETH attractive for corporate treasuries.

Bearish

Crypto volatility; Ethereum price swings can drag BMNR and similar treasuries down.

MSTR

Bullish

Large institutional flows and daily trading volume have historically benefited MicroStrategy as a digital-asset-treasury play.

BTBT

Bullish

Has a higher MNAV in places, but small scale limits institutional interest.

Bearish

Too small to consistently attract major institutional flows; limited liquidity compared to leaders.

HOOD

People mentioned

CrossroadsTom Lee