Bruce
@bruce_aiweb3
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Investor @ Crypto, Stocks & AI | Alumni @PKU1898 | NFA | 非投资建议
HongKong, China
Joined June 2016
A stark contrast in ETH treasury strategies:. $BMNR is aggressively accumulating $ETH, targeting 5% of the total supply. They use strategic ATM offerings at price peaks to boost ETH holdings & EPS. @BitMNR @fundstrat . Meanwhile, $SBET's ETH holdings have grown very slowly,
Not all $ETH treasury plays are created equal. A look at the performance of 3 major ETH DATs since mid-July tells a compelling story. While others faced headwinds, $BMNR stands out as the only one with positive growth in both: .✅ Share Price: +52% .✅Market Cap: +231% . To
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🔥@CathieDWood's @ARKInvest still holds 4M shares of $BMNR (valued at ~$212M). 🚀Strong Bullish signal for @BitMNR @fundstrat
🔥 $BMNR is up more than 70% since my tweet. With @ARKInvest's @CathieDWood , @fundstrat's @mozayyx , @foundersfund, @PanteraCapital , @krakenfx , @DCGco , and @galaxyhq on board, they are on track in their pursuit of the ‘alchemy of 5%’ of ETH holdings, which equals 6
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As @BNBCHAIN Day Tokyo kicked off during $BNB's ATH run near $900, top BNB treasury play @BNBNetworkCo /CEA Industries ( $BNC) surged ~20% in the last session 📈 . Could outpace BNB itself 🚀 . @cz_binance @heyibinance @BNBCHAIN @BNBCHAINZH @BNBNetworkCo @namdar @SaadNaja
Based on @NanoLabsLtd ' latest information:. The PIPE share price for CEA Industries ( $VAPE) common stock is $10.10, with warrant exercise price at $15.15. After full warrant exercise, total shares would be 100.84M, resulting in 99.2% dilution for existing shareholders.
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🔥 @binance has launched $WLFI perpetual pre-market trading with a price of $0.38, indicating a $38B FDV. With @ALT5_Sigma holding 7.5% of the $WLFI token supply, $ALTS trades at a 0.5x mNAV with a market cap of $1.45B. This is significantly lower compared to other DATs like
🧵Trump's $1.5B revenge. Shut out by banks, they're using $ALTS to build a crypto empire. Nasdaq-listed @ALT5_Sigma ( $ALTS) has executed one of the most audacious strategic pivots in the digital asset sector. On Aug 11, 2025, the company announced a monumental $1.5B
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RT @ChainCatcher_: Space 回顾它来啦🤓—— $ETH 财库爆发进行时，机构主导的��市前路向何方？. 部分精彩观点分享：. 机构配置呈现长期化趋势. 以太坊本轮上涨受ETH ETF配置和ETH财库公司两大因素推动. 当主流媒体冠用以太坊“数字石油”称号，或….
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🔥 $OPEN rockets 20% today - @wallstreetbets strikes again. @ericjackson is the King of $OPEN 👑
Incredibly impressed by how spot-on @DatadoorIO's forecast for $OPEN Q2 earnings was. The results look very bullish:. 🔸Revenue of $1.6B (+36% QoQ). 🔸4,299 homes sold (+46% QoQ). 🔸Adj. EBITDA turned positive at $23M for the first time since 2022. 🔸Net loss narrowed sharply
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Following @BitMNR's lead, @SharpLinkGaming Authorizes $1.5 Billion Stock Buyback Program. $SBET $BMNR
🚨 @SharpLinkGaming ’s Latest SEC filings scream crypto dominance, with @Consensys steering the ship! Here’s the breakdown👇. 1️⃣Consensys is the mastermind!.‣ $4.5M 1st round (May ‘25): Consensys Software, sole investor at $2.94/share, owned ~70% fully diluted. Absolute
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🔥@tonstrat just announced its treasury now exceeds $780M, holding a massive $713M position in $TON. This isn't just an allocation; it's a calculated move, with the strategy detailed by @ManuelStotz to build the "MicroStrategy for $TON.". The thesis is simple: Combine @telegram
🧵The Great Pivot: How a $558M Deal Turned VERB into Wall Street's Gateway to the Telegram Empire. On Aug 4, 2025, @tonstrat ( $VERB) announced a landmark pivot to become the world's first publicly listed treasury company for Toncoin ( $TON). This was fueled by a heavily
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coinbase.com
Starting immediately and as part of an effort to increase transparency by providing as much information symmetry as possible, Coinbase will be using this blog post to communicate when we have made a...
Just as @ALT5_Sigma closes its massive $1.5B financing, the celebration is cut short. A bombshell report from @theinformation alleges an SEC probe into investor @Jonisaac702 for profit inflation & insider trading related to the deal. $ALTS and Isaac flatly deny it: Isaac
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Just as @ALT5_Sigma closes its massive $1.5B financing, the celebration is cut short. A bombshell report from @theinformation alleges an SEC probe into investor @Jonisaac702 for profit inflation & insider trading related to the deal. $ALTS and Isaac flatly deny it: Isaac
🧵Trump's $1.5B revenge. Shut out by banks, they're using $ALTS to build a crypto empire. Nasdaq-listed @ALT5_Sigma ( $ALTS) has executed one of the most audacious strategic pivots in the digital asset sector. On Aug 11, 2025, the company announced a monumental $1.5B
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Here’s the definitive breakdown of the $BMNR playbook. Forget the simple pump—the timing is the real masterstroke. @fundstrat @BitMNR. It was a calculated three-act play:. 🔸Act I: Ignite the Hype. The PIPE financing news fueled a parabolic run to a $135 peak on July 3rd, letting
🔥@BitMNR boosted its ETH holdings by $1.7B to $6.6B (+373K tokens, from 1.15M to 1.52M) in just a week. It is now the world’s 2nd largest crypto treasury, behind only $MSTR. @fundstrat $BMNR 🚀
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@ZachWitkoff @worldlibertyfi @SteveWitkoff @BNBCHAIN 9️⃣ Final Outlook: A High-Stakes Political-Financial Bet ♟️. ALT5 Sigma's $1.5B transformation redefines the company as a public proxy for the Trump family-backed $WLFI crypto ecosystem. 🔸The Bull Case: Investors gain ground-floor access to a potentially massive,
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@ZachWitkoff @worldlibertyfi @SteveWitkoff @BNBCHAIN 8️⃣ The Road Ahead: Catalysts & Risks ⚖️. The path forward is defined by key events and significant risks. Catalysts:. 🔸As a holder of 7.5% of $WLFI, ALT5 can influence protocol governance, as a 5% quorum is needed for proposals to pass. 🔸A second community vote is expected in
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@ZachWitkoff @worldlibertyfi @SteveWitkoff @BNBCHAIN 7️⃣ The Peer Group: A Stark Comparison 🆚. Immediately following the transaction, the market rendered a skeptical verdict. Based on the closing price on August 19, 2025, $ALTS was trading at an mNAV of 0.92x—a significant discount to its underlying asset value. This stands in
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@ZachWitkoff @worldlibertyfi @SteveWitkoff @BNBCHAIN 6️⃣ Valuation Deep Dive: The mNAV Sensitivity 📊. Valuing a DAT company relies on the multiple to Net Asset Value (mNAV). This metric compares the company's market cap to the value of its underlying digital assets. ALT5's own sensitivity analysis shows how its mNAV fluctuates
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@ZachWitkoff @worldlibertyfi @SteveWitkoff @BNBCHAIN 5️⃣ The Operational Bedrock: ALT5's Core Fintech Business 💻. Crucially, ALT5 is not a shell company. Founded in 2018, its B2B-focused subsidiary has processed over $5B in crypto transactions. 🔸ALT5 Prime: An institutional-grade trading and custody platform, an
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@ZachWitkoff @worldlibertyfi @SteveWitkoff 4️⃣ The WLF Ecosystem: More Than Just a Token 🌐. World Liberty Financial is building a comprehensive financial ecosystem. Its cornerstone is the USD1 stablecoin, with a circulation of over 2.2 billion, primarily on the @BNBCHAIN . Zach Witkoff announced in May that USD1 would be
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@ZachWitkoff @worldlibertyfi @SteveWitkoff 3️⃣ Anatomy of the Raise: A Granular Look at the Terms 💰. The $1.5B financing was structured across two offerings, both priced at $7.50 per share—a ~16% discount to the prior closing price of $8.97. 🔸Registered Direct Offering (Cash): Raised $750M in cash from a group of
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2️⃣ The New Guard: Witkoff, Trump & A Crypto Veteran CFO 👨💼. The deal installs a powerhouse new leadership team, cementing the strategic takeover. 🔸@ZachWitkoff (Chairman): Co-Founder & CEO of @worldlibertyfi . Emphasizing his father @SteveWitkoff 's strong relationship with the
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1️⃣ A New Identity: The $WLFI Treasury Strategy 🏦. Following the financing, ALT5 formally adopted a DAT strategy. The core of this strategy is the acquisition and holding of a single, highly concentrated digital asset: $WLFI. Upon closing, ALT5 acquired and now holds ~7.5% of
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