u/Euro347

There is literally so much to be bullish about

Based on Bitmine’s (BMNR) update on June 29, 2026, the company needs to acquire 334,960 more ETH to hit its target.

As of Bitmine’s (BMNR) latest weekly treasury update on June 28, 2026, the company reports having $555 million in total cash and marketable securities.

334,960 × $1,600(current range) = $535,936,000

We're basically there. Not sure they will need to sell a whole lot more shares at this point.

Now I'm excited for what comes next. Start adding BTC to the treasury. Buying other companies for more cash flow. Dive into the AI space in some capacity. The possibilities are endless.

Robinhood utilizes its own dedicated Ethereum Layer 2 (L2) network called Robinhood Chain.

​The network is built using Arbitrum’s Orbit technology stack, meaning it operates as a specialized rollup settled on Ethereum, tapping into Arbitrum's speed and low transaction costs while maintaining Ethereum's underlying security.

​The network launched its public mainnet on July 1, 2026, and is designed specifically as an institutional-grade, permissionless environment for decentralized finance (DeFi) and tokenized real-world assets (RWAs)—such as their 24/7 tradable "Stock Tokens" (like NVDA, GOOG, and AAPL) available outside the US.

​Key Technical Specs:

​Architecture: Ethereum Layer 2 (Built on Arbitrum Orbit)

​Compatibility: Fully EVM-compatible (Ethereum Virtual Machine)

​Native Gas Token: Ethereum (ETH)

​Core Infrastructure Partners: Chainlink (official cross-chain oracle & CCIP), Alchemy, and BitGo.

Ethereum is mentioned quite a few times.

Not sure what all the fear, uncertainty and doubt was all about this week.

Everyone is so worried about JPM and Citi recently. Why though? They are expanding on the Ethereum network

Straight from the source https://am.jpmorgan.com/us/en/asset-management/institutional/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/

Today was one of the biggest red days in a while, the tree was shake for sure. Tech and semi's did get a standard reality check.

But..

minus $1.4 trillion in S&P500 value

minus $1.11 trillion in NASDAQ value

minus $1.0 trillion in Gold value

minus $280 Billion Silver value

Expected...

+$1.5Trillion SpaceX ipo

+$1Trillion Anthropic ipo

+$1Trillion+ Open AI ipo

At the end of the day the books always balance, the orders are queued and cash has been set aside for new high profile names looking to take the spot light . Im not sure SpaceX is worth $1.5T, Anthropic is worth $1T and Open AI is worth $1T+ but we are moving into a new phase of the AI trade and market momentum. The wave of high profile ipo's will surely be interesting. Im sure the Fed meeting coming up had a factor in all of this but there is a lot of positive momentum going forward. I think all the news is priced in at this point, the market needs to go through a price discover phase. CEO's of leading AI companies are meeting in Washington next week, should be a high profile week. Maybe Uncle Same adopts AI, after all he is one of the biggest employers and there are ALOT of areas for improvement.

See you Monday, im expecting a green day.