🧵 1/ BitMine provided its latest holdings update for March 16, 2026: $11.5 billion in total crypto "moonshots": - 4,595,562 ETH at $2,185 per ETH (@coinbase) - 196 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $83 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $1.2 billion. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases…

Tom Lee(@fundstrat)'s #Bitmine staked 74,880 $ETH($219.2M) an hour ago, while SharpLink Gaming(@SharpLink) redeemed 35,627 $ETH($104.4M) 4 hours ago. intel.arkm.com/explorer/enti… intel.arkm.com/explorer/enti…

A lot of people have been asking for an update on this chart, so I’ll just leave this here for anyone who needs to see it.   This shows the average BTC trajectory following an oversold RSI reading, with RSI falling below 30 at t=0.   So far, it’s been pretty bang on.   Unless you believe the 4-year cycle is still in play, which we don’t, this chart should hold up contextually over time. No, it won’t be perfect, but assuming the bull market isn’t already over, it’s a useful chart to keep in mind.   As we’ve outlined many times, based on our work on the business cycle, the current path of financial conditions, and our expectations for overall liquidity, the balance of probabilities is that this cycle extends well into 2026.   In that world, the 4-year cycle is dead.   Remember, the 4-year cycle was never about the halving, despite widespread belief that it is, but instead has always been driven by the public debt refinancing cycle, as outlined in our work at GMI, which post-COVID was pushed out by one year. In our view, the 4-year cycle is now officially broken because the weighted average maturity of the debt term structure has increased. And the bigger picture is that there is still a vast amount of interest expense that needs to be monetized, which has far exceeded GDP growth. Another thing to keep in mind is that bases can take time to form and usually come with plenty of chop before the bigger up-move kicks in. Finally, let me repeat what I said when I first posted this chart last month.   If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you. Move along...

A lot of people have been asking for an update on this chart, so I’ll just leave this here for anyone who needs to see it.   This shows the average BTC trajectory following an oversold RSI reading, with RSI falling below 30 at t=0.   So far, it’s been pretty bang on.   Unless you believe the 4-year cycle is still in play, which we don’t, this chart should hold up contextually over time. No, it won’t be perfect, but assuming the bull market isn’t already over, it’s a useful chart to keep in mind.   As we’ve outlined many times, based on our work on the business cycle, the current path of financial conditions, and our expectations for overall liquidity, the balance of probabilities is that this cycle extends well into 2026.   In that world, the 4-year cycle is dead.   Remember, the 4-year cycle was never about the halving, despite widespread belief that it is, but instead has always been driven by the public debt refinancing cycle, as outlined in our work at GMI, which post-COVID was pushed out by one year. In our view, the 4-year cycle is now officially broken because the weighted average maturity of the debt term structure has increased. And the bigger picture is that there is still a vast amount of interest expense that needs to be monetized, which has far exceeded GDP growth. Another thing to keep in mind is that bases can take time to form and usually come with plenty of chop before the bigger up-move kicks in. Finally, let me repeat what I said when I first posted this chart last month.   If you think the bull market is over and we are now facing twelve months of pain, this chart is not for you. Move along...

Tom Lee predicts $100k Ethereum says *THIS* is the #1 mistake he sees new $ETH holders making: "Ethereum's price is not about what's happening today. It's the future...Invest in that supercycle...I think what people get wrong is... Ethereum... It's still got a $100,000 price in the future."

This will be the first 5 year cycle.

The Fusaka upgrade is today. Ethereum is securely scaling.

Great catching up in Tokyo yesterday with the new homie, Tom Lee @fundstrat Thanks for the intro @CathieDWood @ARKInvest

The October 10th Crypto Crash WAS Coordinated! MSCI, JPMorgan, and key political players moved in sync, pressuring $MSTR and targeting Trump’s ENTIRE crypto ecosystem. I break down the exact timeline, the evidence, and what comes next on @Crypto_1nsider youtu.be/-T2YfveRVZo?si=WqWd…

THE TIMELINE OF A HIT JOB MORE PROOF of a coordinated attack against $MSTR and Digital Asset Treasury Companies. They want you to think this delisting decision is organic. The timeline proves it is discriminatory theater. I went back and tracked the dates. This didn't start with MSCI. It started with a short seller, a liquidity squeeze, and an overreaction to Metaplanet. THE TIMELINE May 14: Jim Chanos announces his "Long $BTC, Short $MSTR" trade; a blatant attempt to sway market sentiment. July 7: JP Morgan implements a firm wide margin hike on trading $MSTR (50% to 95%). Translation: They choked off leverage to force liquidations, in a clearly hostile act to manufacture selling pressure. Sept 12: Metaplanet announces a capital raise. MSCI panics realizing that more companies are adopting the Saylor Playbook at scale. THE SMOKING GUN - In the (attached) Sept 12 announcement, MSCI admits the quiet part out loud: “...to avoid potential reverse turnover, MSCI will exceptionally not implement the public offering of METAPLANET...” They froze $MTPLF out to obstruct the trend of $BTC on corporate balance sheets. This wasn't "consulting” with the market, this was gatekeeping. Oct 10: MSCI announces “...an extension of its ongoing consultation with the investment community…” at 8:34 PM GMT. Translation: They need more time to build out a retroactive cover story. The Kicker: This was exactly 16 minutes before President Trump’s Tariff announcement (4:50 PM EDT) that triggered the Global Flash Crash. No way this is just coincidence. They used the macro panic as a smoke screen to bury the announcement. Nov 20: $MSTR | $BTC sentiment is in the tank. JP Morgan sees an opportunity. They dredge up the 42 day old MSCI note (that was prompted by the 69 day old Metaplanet note) and raise the alarm on the "de-listing" for Strategy. The Reality? They make NO MENTION of the other 38 companies this rule impacts (List attached in that comments to this post). Present Day: We are seeing reports of frozen $MSTR share transfers out of JPM and Failure to Deliver (FTD) spikes in $MSTR. This is a wanton, shameless targeting of $MSTR dressed up as "responsible oversight”.  Look behind the veil, don't fall for the theatrics.