Ray
@narrenschiffe2
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Fund Manager in TradFi, with an enthusiastic heart for Bitcoin & crypto.
London
Joined June 2021
RT @mlmabc: WOW - another wallet, likely tied to the same entity that sold BTC yesterday and that received 86K BTC ($9.7B now, $550M at the….
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RT @DeItaone: FED OFFICIALS WORRIED ABOUT SLOWDOWN BEFORE WEAK JOBS REPORT. Minutes from the Fed’s July 30 meeting show growing concern abo….
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RT @arkham: BREAKING: BITMINE IS NOW ON ARKHAM. Bitmine Immersion Technologies, chaired by Tom Lee, is now on Arkham. Bitmine holds $5.2 Bi….
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Excited for $SBET's next weekly. Post-earnings mNAV slid to ~1.15x (from 1.25x). Goal’s always been to grow ETH Concentration, and they’ve delivered weekly. But near 1.0, ATM alone can’t move it. What’s next? Your serve, @joechalom @ethereumJoseph.
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$SBET mNAV = 1.25x .(at ETH $4620, Share Price $22.8).- ETH holding = 728,804.- ETH Concentration = 3.95x .- Fully Diluted Shares = 728,804 * 1000 / 3.95 = 184,507,342.- ETH NAV = 728,804 x $4620 = $3.37B .- FD Market Cap = 184,507,342 x $22.8 = $4.21B. - mNAV = MC / ETH NAV =.
NEW: SharpLink reports Q2 2025 results:. ✅ Total Raised: $2.6B.✅ Holdings: 728,804 ETH ($3.3B).✅ ETH Concentration: 3.95 (98% increase).✅ New Chairman: Joe Lubin @ethereumJoseph.✅ New Co-CEO: Joseph Chalom @joechalom
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DC vs Bitcoin mining: zero-sum or synergy?. AI DC demand is exploding. permits + sites are the chokepoint. Operators are buying/partnering with miners who already have interconnects. DCs need 24/7 firm power, miners are curtailable. Fight for scarce MWs - or blend complementary.
We’re executing with focus and discipline to transform Helios into one of the largest and most advanced AI datacenter campuses in the world. Excited for what’s ahead.
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RT @StriveFunds: Strategy's Path to the S&P 500 and the "Uberization" of Bitcoin. Strategy's recent earnings performance has positioned th….
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RT @narrenschiffe2: $SBET $BMNR - Even if ETH spot ETF staking gets approved in the US, they can’t stake it all - redemptions require a big….
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$SBET, $BMRN vs Spot ETH ETF w/ Staking. 미국에서 ETH Spot ETF의 스테이킹이 허용되더라도, 환매 대응을 위해 전부를 스테이킹할 수는 없음. 상당 비율을 미스테이킹 상태로 둬야 함. 유럽에선 가능한 두 가지 해법이 미국에선 불가:.1) Bridge Financing (CoinShares Physical Staked ETH.
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$SBET $BMNR - Even if ETH spot ETF staking gets approved in the US, they can’t stake it all - redemptions require a big unstaked buffer. Two fixes work in Europe but are off-limits in the US:.1) Bridge financing (case: CoinShares Physical Staked ETH) -> US ETFs can’t borrow. 2).
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RT @intocryptoverse: #ALTs continue to drop against Ethereum. Trend likely to continue until ETH puts in all time highs .
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RT @0xProfessorJo: <하반기 코인 시장 흐름은? 2편>. 1. 코인베이스의 온체인 확장. 최근 시장에서 눈에 띄는 흐름 중 하나는 핀테크와 대형 거래소가 본격적으로 온���인 금융에 들어오기 시작했다는 점입니다. 그 선두에는 코인베이스가….
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RT @SecScottBessent: Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Rese….
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Agreed - but no cash. Let me run an ATM too. I'm at 1.0x mNAV.
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RT @fundstrat: Today's "hot" PPI is just a graze. #1: since late-2022, every dip has been bought.#2: since late-2022, every dip has bee….
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최근 CoinDesk × Cathie Wood 인터뷰가 인상적이었음. 이제는 리테일들 투자자들도, 기관이 ETH 대신 ETH ETF를 사는 이유는 이해하는 것 같음. 그런데 의외로 많은 리테일 투자자들이, 왜 기관투자자가 ETH ETF 대신 ETH Treasury 기업 주식을 매수하는 걸 더 편안하게 생각할 수 있는지는 명확히.
Cathie Wood talking about her thoughts on Ethereum $ETH and buying $BMNR
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The recent CoinDesk × Cathie Wood interview was excellent. Most people now understand why institutions buy ETH ETFs instead of spot ETH. But surprisingly, many retail investors don’t get why they might buy ETH Treasury company shares instead of ETH ETFs (beyond high return or.
Cathie Wood talking about her thoughts on Ethereum $ETH and buying $BMNR
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$SBET and $BMNR are in an interesting spot. At $22, $SBET trades around mNAV 1.2. At $63, $BMNR sits near mNAV 2.0. Two approaches make sense. 1) High mNAV play ($BMNR) - Higher mNAV = more ETH per ATM share, faster ETH/share growth, boosted by high liquidity (Tom Lee’s.
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