Crypto Hedge Fund | Early-stage venture investments, Liquid portfolio trading, DeFi farming, Airdrop advisorymonolith.vc Dubai, United Arab EmiratesJoined March 2024
Nasdaq just rewrote the rules for crypto-treasury companies.
1. No more silent share issuance → now requires shareholder vote
2. Higher disclosure standards
3. Break the rules = trading halt or delist
Market reaction was immediate:
• @BitMNR: −8.8%
• @SharpLinkGaming:…
Nasdaq just rewrote the rules for crypto-treasury companies.
1. No more silent share issuance → now requires shareholder vote
2. Higher disclosure standards
3. Break the rules = trading halt or delist
Market reaction was immediate:
• @BitMNR: −8.8%
• @SharpLinkGaming:…
Now we see 3 leaders in this race: $BNMR, $SBET, and $DYNX.
The question is: which model actually gives holders the best ETH exposure?
Brief comparison of three companies:
1/ @BitMNR ($BMNR)
Strategy: Pure accumulation.
Holdings: Over 1.5M ETH already, with a stated target of…
Now we see 3 leaders in this race: $BNMR, $SBET, and $DYNX.
The question is: which model actually gives holders the best ETH exposure?
Brief comparison of three companies:
1/ @BitMNR ($BMNR)
Strategy: Pure accumulation.
Holdings: Over 1.5M ETH already, with a stated target of… https://t.co/HLx7e2rJwS
Tom Lee @fundstrat is quietly building one of the largest $ETH treasuries ever.
Its secret strategy is:
1/ @BitMNR sells shares on the open market.
2/ They use the cash to buy ETH directly, piece by piece.
3/ The more ETH they hold, the more confidence they get, which helps…
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