Michael Sikand 🦑 @michaelsikand Sep 30, 2025 A company worth just $26M in June is worth $14B. It has 9 employees and ...
BMNR as an ETH-treasury proxy may attract continued speculative flows.
Linked assets
These are the assets attached to this thesis, along with direction, confidence, and outcome so far.
Supported by explicit ‘acquiring ETH’ positioning and momentum/liquidity claims, but lacks concrete catalyst/financials; high narrative/valuation risk.
UBER is the equity of Uber Technologies, Inc., a Technology-sector company in the Software - Application industry.
Mentioned only as a volume comparison (‘more shares traded per day than Uber’). Not a direct bearish thesis on UBER fundamentals.
Source proof
Source proof: Strong source proof | 6 extracted claims | 2 directional assets | 1 supporting author | 1 successful tracked leg | headline-like title review
Post is a non-investment anecdote praising @nikitabier for repeatedly selling the same app to different companies. No public-company, sector, macro, product-cycle, valuation, or catalyst details are provided; no cashtags/tickers mentioned.
Post highlights extreme market-cap appreciation and trading volume in $BMNR, framing it as a leveraged/strategic acquirer of ETH (analogous to MicroStrategy’s BTC approach) and calling it “Exxon Mobil of digital oil.” Actionability is moderate: there is a clear bullish framing and asset-allocation narrative, but no concrete catalyst, valuation work, or timing/levels beyond hype/scale comparisons.
Post claims the author concentrated 70% of portfolio into an unnamed “secret smallcap” expected to 10x because it “powers Anduril’s subsea drones,” framing an “ocean/subsea” defense-spending supercycle. No identifiable public ticker is provided, so no directly tradable ticker idea can be formed from this text alone.
The post is a personal announcement about selling a startup to Morning Brew, presented as a thread about building/exiting a TikTok media company. It contains no cashtags, no public-company tickers, no macro/sector call, and no investable catalyst tied to a publicly traded security.
Non-investing social post (story about Thomas Tull backing Christopher Nolan; dynamic pricing at laundromats). No public-market ticker, catalyst, position, or actionable market view is stated in the provided text.
Supporting authors
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