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So when is BMNR outperforms ETH?

I dont want to sound negative. However wasnt BMNR supposed to outperform ETH?

BMNR is -1% to -2% to ETH today. Year to date, it is -4%.

When are we supposed to outperform it?

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u/StanfordV — 20 hours ago
▲ 20 r/BMNRInvestors

BMNR is pumping today

I have exposure to BMNR through BMNU (2x Leveraged, Daily Reset)

Based off of the ETH/USD Chart, Ethereum just broke out of a triangle and pumped 8%. We can expect price to reclaim recent swing highs from earlier in the summer around 2,500$.

If Ethereum can continue upwards, a move of 18% is a completely reasonable technical target by the end of October.

(This is not financial advice, just my opinion)

u/TomPearl_67 — 1 day ago
▲ 18 r/BMNRInvestors

ETH finally breaks above $2000! BMNR 🚀⛽️

Market pricing in positive outcomes from today’s White House meeting. The SEC’s proposed rules yesterday already signal a friendlier stance, and with Trump, SEC Chair Atkins, and CFTC Chair Selig all in the room, expectations are high for clearer regulatory signals or even a push on the stalled CLARITY Act.

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u/Inventor141 — 1 day ago
▲ 23 r/BMNRInvestors

Pamp it!

Be cautious when everyones is an expert in a Bull-and-Bear market!! Seen way too many no names on mainstream media this past couple weeks saying crypto needs clarity imminent… good to see a gap up and 10% day 🤙🏽 also sold all my SOL yesterday a sacrifice from me to you so the market can go up finally LFG fam!

u/Itchy-Box-7378 — 1 day ago
▲ 7 r/BMNRInvestors+1 crossposts

[SERIOUS] Woke up and the market had already eaten $300M+ in longs overnight

Saw that ~$326M got liquidated in derivatives on Aug 15 - most of it while people were asleep, from how these cascades usually play out. This isn't a one-off either, 2026's already had a few billion-dollar liquidation days. Feels like thin overnight order books turn an ordinary move into something a lot uglier once liquidations start stacking.

For those of you holding positions overnight - what's your actual process for not getting caught off guard by this? Curious about specifics: stop-losses and hope, staying up through certain windows, some kind of alert setup, or do you just treat it as the cost of holding overnight? Genuinely trying to understand how people actually handle this.

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u/Salt-Animator-6283 — 2 days ago
▲ 11 r/BMNRInvestors

Bitmine 8-K Breakdown (Aug 17, 2026): Stacked another 10k ETH & Buying Back Shares Again!

Here is a quick TL;DR on Bitmine's latest 8-K filing from today. They are continuing to aggressively stack ETH and buy back their own shares.
Here are the key takeaways:
1. Total Assets (~$11.4 Billion total, assuming ETH at $1,893)
5,815,164 ETH: Valued at ~$11.0B
Cash & Marketable Securities: $78M
Beast Industries Stake: $180M
Eightco/ORBS: $73M
210 BTC
2. The 5% Total Supply Target is 96.36% Complete
Currently holding 5,815,164 ETH (~4.818% of the total supply).
Added 9,926 ETH last week alone.
Only 219,836 ETH left to hit their 5% target!
3. Relentless Share Buybacks
Bought back 1.7M shares last week (following 3.0M shares the previous week).
Cumulative buybacks since July 1st now sit at 20.8M shares.
Assuming no ATM dilution, total outstanding shares sit at ~$582.4M.
ETH per Share: ~0.009984 ETH (+0.46% WoW). Up only!
4. Cash Flow & Options Play?
Cash reserves dropped from $104M to $78M (-$26M).
New ETH additions accounted for ~$18.8M of that spend.
Note: You can't directly calculate the average buyback price from cash depletion alone this time due to timing differences or alternative cash inflows. High probability they are generating yield through selling short options/premiums again like last quarter.
5. Staking Yields
5,067,309 ETH staked (~87.1% of total holdings).
7-day annualized yield: 2.61% (~$250M estimated annual revenue).
If 100% of holdings were staked, annual revenue would hit ~$287M.
6. Tom Lee’s Commentary
ETH/BTC hit 0.02994, breaking out of its long-term downtrend.
Previous cycles were driven by ICOs, NFTs, and Stablecoins — Tom believes the next cycle will be driven by Wall Street Tokenization and Agentic AI.
Macro tailwinds (easing monetary conditions) continue to provide strong support for crypto.
My Take:
It looks like they funded part of the recent share buybacks using options premiums or alternative financing (math implies ~$4/share if funded purely by remaining cash, which means outside capital came in). Nothing concerning at all, just smart capital allocation as usual.
Bullish as always. What are your thoughts?

u/Harudo_invest — 3 days ago
▲ 7 r/BMNRInvestors

Contrarian Prediction

BMNR gets added to the S&P500 in 2027 and before Strategy because ETH is structurally a better asset for a Digital Asset Treasury business model to succeed.

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u/ThinkMidnight9549 — 6 days ago
▲ 24 r/BMNRInvestors

🚨 BITMINE WEEKLY UPDATE: 5.8M+ ETH HELD (4.8% of Total Supply!) | $11.6B Treasury & Massive Share Buybacks Continues! 🚀💎🙌

BitMine ($BMNR) just released another massive weekly update.. Added 7,391 $ETH in 7 days, repurchased 3.0M shares this week alone, and total holdings reached $11.6 BILLION! We are now holding 4.8% of all Ethereum in existence.. almost at the "Alchemy of 5%" goal! 🚀🔥 

📊 TREASURY BREAKDOWN
🔹 5,805,238 $ETH (Now holding 4.8% of total ETH supply!) 
🔹 209 $BTC
🔹 $104M Cash & Marketable Securities 
🔹 $180M Beast Industries
🔹 $69M Eightco ($ORBS) 

💰 Total Crypto, Cash & Strategic Holdings: $11.6 BILLION 

🔥 SHARE BUYBACK ENGINE IN FULL EFFECT
🔹 3.0M $BMNR shares repurchased this week alone!
🔹 19.1M total shares repurchased since July 1st! 
Management is aggressively reducing share float while hoovering up $ETH at the same time.. The ETH-per-share ratio is compounding fast! 📈

🧠 WHY THIS IS INSANELY BULLISH FOR $BMNR:

  1. 4.8% of ALL ETH: We are literally inches away from the 5% target. BitMine is cementing its position as the undisputed #1 institutional Ethereum titan on earth. 
  2. Double Supply Squeeze: Buying back 19.1M shares in just over a month while stacking thousands of ETH weekly creates a massive double-squeeze mechanism on floating supply.
  3. Strategic Moonshot Upside: Beyond $ETH, $180M in Beast Industries and $69M in Eightco ($ORBS) give us non-linear exposure to high-growth tech ecosystems on top of our mega-crypto treasury!
    The treasury is growing.. The float is shrinking.. 
    Are you loading up before we hit the 5% milestone? 🚀💎🙌
u/Sea-While-2840 — 9 days ago
▲ 5 r/BMNRInvestors

Next eth ATH bmnr price estimation?

I played around with ai and came up with this. Curious on what you think on what bmnr could hit next time we see ATH with Eth. Lmk know why.

Realistic call: somewhere in the $50–$115 band on the day of a new ATH breakout, with anything above ~$115 likely a short-lived spike that mean-reverts within weeks, based on last year's precedent.

The wildcard is share count, not the multiple — BMNR has been retiring shares through buybacks recently (Stocktwits) , while historically it's diluted to buy more ETH. Whichever direction wins moves the NAV baseline more than sentiment does.

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u/Dabtron — 10 days ago