▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
The algorithms just made a billion-dollar mistake. While BMNR stock fell 3% today, their latest filing reveals they now hold more cash and crypto than the entire company is worth. We are witnessing a historic “NAV Discount” window.
BitMine Immersion (BMNR) just dropped the bombshell: They now control 4.11 Million ETH, effectively owning 3.4% of the entire Ethereum supply. Their total treasury (Crypto + Cash) sits at $13.2 Billion.
Here is the problem: The stock market values the company at only ~$12 Billion. This means the market is assigning a negative value to their actual mining business. You are buying dollar bills for 90 cents. This divergence usually resolves violently—either the price rockets to match the holdings, or the holdings crash. History suggests the former.
In this video, we breakdown:
The Valuation Gap: Why BMNR is trading at a 10% discount to its liquid assets (Negative Enterprise Value).
The “Ethereum Whale”: How Tom Lee turned this miner into the world’s largest ETH treasury.
The “Squeeze” Setup: Why today’s 3% drop is likely a bear trap before the algorithms re-price the new $13.2B floor.
NAV Analysis: Comparing BMNR’s premium/discount to MSTR’s massive premium.
Disclaimer: This video is for entertainment and educational purposes only. It is not financial advice. I am not a financial advisor. All investment strategies and investments involve risk of loss. Nothing contained in this video should be construed as investment advice. Past performance is not indicative of future results.
#BMNR #Ethereum #TomLee #StockMarket #CryptoStocks #UndervaluedStocks #Investing #ETH #Bitmine #MarketInefficiency
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
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