BMNR HOLDERS - ROBINHOOD CHAIN FUELING ETH 2.0 ERA

[00:00:00]All right, guys. I've been on vacation for the last few weeks and uh man, there's a lot going on in BMR and ETH and we really need to get down to it. A lot of you uh wrote some really great comments when I said, "Do you want me to cover BMR uh and ETH on a daily basis?"

[00:00:13]And a lot of you said, you know, you you love the show, you love everything, and you're it's really helping you guys out.

[00:00:19]So, a bunch of people actually even emailed me, which is really cool. So, uh I am considering it. I don't know about daily, but maybe every other day. uh there's just not enough news and I don't like to just kind of repeat the same stuff. But maybe maybe as we get closer I can go daily. And the reason we want to do this is because we're entering a critical point and and you're like where where is the critical point? This is what a lot of people miss about the crypto cycles. The four-year cycle I already called the bottom. I said we're in the bottom. Literally when we hit the bottom that day, guys, I was out there calling the bottom. Okay? And guess what? I was right. I've been through these. I know exactly what happens. I'm trying to help people out this time because every single time the same thing happens. People sell at the bottom they panic sell and you know it's terrible and they and they rage quit crypto when this is the time to be buying time to be buying ETH time to be buying BTC time buying soul time to be liquidity farming. It's time to grow your bags.

[00:01:14]This is the time where I've always done all those things where I bought I've liquidity farmed. I did 4x on liquidity farming last time around and you know this time I'm gonna do more because as you know I'm I gotta put the links down here too and I'm gonna show you guys the stuff. But you know like on MaxFi we're killing it. MaxFi you know you don't even believe it guys we're over $2.2 million. This is a project I co-founded had zero money 5 months ago four or five months ago people on this system we've paid out 4 $345,000 just from liquidity farming. This is what people do in crypto. When you liquidity farm, you grow your bags. This is what you do. I'm an expert at this stuff. I'm a professional when it comes to crypto farming. This is how we grow our money. This is why I hold a lot of ETH. I do hold BMR. I do hold IBIT. I do hold these things because I got to hold them in my like IRA and stuff like that.

[00:02:03]But what I want to do is help you guys.

[00:02:04]You guys need to go down to MaxFind then click on the videos or I I can put the link for Passive Income Labs, my other channel, because that's really where you're going to make money. Okay, this entire bull run is predicated on a lot of stuff, a lot of information that I'm already talked about, that I've already given you guys, okay, on past videos.

[00:02:23]But basically, the setup is exactly the same. This is what it is. It's a freaking repeat. It's a repeat of what has already happened out there. And if it's going to repeat, well, guess what?

[00:02:34]It's also going to it's going to repeat this part, too. Okay? 365 days around that time. October 6th was when we peaked. 365 days is going to be October in a couple months about 3 months from now. October, November is when ETH will start moving again. You want to be in position. You got to be liquidity farming to earn more or you got to just be in position. Now, let's talk about BMR. Okay, first of all, I I haven't seen the MNAV this low in a long time.

[00:03:04]This is the lowest I've seen it. It should be priced at $19 because ETH is actually doing great. ETH actually did something really interesting which Bitcoin hasn't even done yet which if you see right here it blew past this top right here uh at one point and it's actually using it as resistance almost I mean we went all the way to 1900 from where were we 1900500 I mean this is a 20% jump this is absolutely great this is what you want to see now I don't know which direction it's going to go because it is actually a little bit ahead of its time and there's reasons for this so let's talk about what's going on in BMR R. First of all, BMR, you know, it's just one of those times.

[00:03:43]This is an opportunity. I've already said it. You know, they bought another 42,000. They're way up there. 42,000 ETH. They're up to 7 oh 73 million more ETH, which is great, but the market's really not reacting. Okay, the market is like, eh, you bought more ETH. And this is kind of what happens. Market goes through like this situation where it doesn't care. This happened to uh strategy also, uh, Micro Strategy. This happened exactly to it when it was at the bottom last cycle. nobody cared.

[00:04:08]You're kind of hitting that situation again where nobody cared. But things are changing so fast and I'm going to show you guys some stuff, some information, and we're going to play you guys a couple videos. Also, Ethereum is absolutely dominant. If you look at all the chains, $40 billion versus all the other chains in DeFi. No one even comes close like 10x every other chain. All the all the all the other things like stable coins, everything else is more than everyone else. And not by like one or two times, by like 10 times, except for Tron who has a lot of stable coins cuz that's like their their version of ETH in Asia. But if you take all the other chains that are actually used and reputable, Tron is not that reputable.

[00:04:47]It is absolutely mind-boggling how much larger it is. Okay. And then we're going to talk about what Robin Hood did. Robin Hood just released their chain called Robin Hood chain, which uh you know, I thought they would have been a little bit more creative with their naming, but all right, that's fine. Robin Hood is doing really well. It's a brand new chain, 484 million, and it was over a billion during the week. So, you got to understand this brand new chain is bringing all these people onto ETH. This is an absolute hit. This is this is incredible. And guess what? I'm going to I'm going to give you guys some game. A lot of you guys don't know. So, you're like, "Well, I don't care about this Cash Cat," which is their number one token on Robin Hood chain. Okay, it's stupid. Yeah, it is stupid. But I'm going to show you guys how this helps ETH. You see the market cap, 78 million.

[00:05:34]You see the liquidity 3.4 uh 3.4 million, right? There's a couple ways this actually helps ETH. All these transactions, which are millions of transactions, get burned. All the people trading it, okay? They burn ETH. Also, right here, you see right here, it says liquidity pool wrapped ETH 1.6 6 million. Every memecoin that gets made on Robin Hood chain or every new project that gets made, securitized, uh even unsecurized, uh which is a chain that's run by Black Rockck or any of these other projects. Guess what they do? They have to put their ETH in a liquidity pool, which is right here. There's $1.6 million worth of ETH that's in a liquidity pool. That means there was demand for hundreds of millions of dollars worth of ETH on this chain within the last week or two created out of thin air. Poof. That's what you guys don't see. A lot of people just go, "Well, I don't know why ETH is doing so well. What changed?" Well, the demand changed. All of this is demand for ETH.

[00:06:31]That's why it's starting to run up because every time someone makes a new token or a new project or, you know, secures an real world asset, an RWA asset on the chains, well, guess what happens? Millions of dollars worth of ETH get locked up and then millions of dollars worth of ETH fees get burned.

[00:06:52]So, this is something very few people understand fully and you can see all of these are brand new tokens. All of these I mean, when was this created? 7 days ago. seven days ago. I mean, these were just created out of thin air. And you know, even like a smaller project like this has $17,000 worth of ETH. This is how Solana blew up was like millions of tokens like this just coming onto the market. And when you have so many tokens just hitting the market, this is what happens. Oh, this is another big project called Wallet on um on Robin Hood. So, you can see here, $291,000.

[00:07:29]multiply this by hundreds and then thousands of different projects on Robin Hood and then you know on BS well not BSC on base on all these other chains that and Ethereum and Polygon all these other chains it becomes huge and the demand goes up and this is why you're starting to see such great strength for ETH so where do I think it's going to go well first of all this 82 discounting it by BMR by 20% is absurd is going to win big here that's just the facts guys See how the chart is supposed to be going?

[00:08:01]You see how we broke away from it and then we went under it? We shouldn't be sitting this low. We should be at $19.

[00:08:07]And am I going to sell my BMR at a discount? No. That's crazy. This is a time to buy. They're literally giving you a reason to buy it. They're letting you buy BMR at a 20% discount to ETH is absurd to me. It doesn't even make sense, guys. It makes no sense. And it basically says maybe Wall Street has lost a little bit of confidence in Tom Lee, but they won't be losing confidence once ETH crosses like 2200, 2,300. It's probably going to be overnav. So this is something you got to understand if you have vision, if you have some understanding of how the markets work.

[00:08:41]I've seen this happen before. It's happened with Micro Strategy. It's happened with Michael Sailor. I've seen this exact same playbook. This is this is the time you want to buy BMR.

[00:08:49]Actually, I think BMR is if you're not going to do any liquidity farming like I do on MaxFi, then, you know, your best bet is to probably buy BMR. It's actually now looking like way too good.

[00:09:00]It's It's discounted. Where can you get something at a 18% discount from the asset they hold? It's ridiculous. This is a great play. And as you can see, what's happening with Robin Hood and and and there's going to be more chains that are coming out. I mean, this is a breakaway success. This is all the different stuff. I mean, I don't even know what these things are, man.

[00:09:18]Unicorn. What the? You know, but it doesn't matter. Look, even unicorn, this this shitcoin, this piece of garbage, whatever this is, it's called unicorn.

[00:09:31]I don't know what it is. I don't even know. And I don't understand. But it doesn't matter. Even this has tied up $64,000 worth of ETH. It doesn't matter.

[00:09:41]This is what you guys need to start understanding. This one's called What If?

[00:09:46]What? [laughter] Oh god. When I see charts like this, man, I just want to I just want to cry when I see I just don't understand.

[00:09:55][laughter] $57,000 of the ETH just pulled up here, guys. The demand is insatiable. I cannot believe this. This thing doing 10x. I cannot believe it, guys. I'm about to go ham on the the e on on Robin Hood and just buy every meme coin on here. This is absurd.

[00:10:16]What is going on with these charts? This is insanity. Oh my god. And then they So they call this real world assets, but what the hell is this? But it's called real world asses. So they called it RWA, but they renamed it real world ass.

[00:10:37][laughter] And even this has $55,000 worth of ETH locked up. In effect, when it gets locked up in a liquidity pool, it's basically like it's it's taken out of circulation. Okay? And as more people buy the token, more wrapped teeth gets locked up. So, as valuations go up, more wrapped ETH over time or ETH, however you want to call it, gets gets basically locked up over time and thus creates a shortage of ETH. And then when demand comes into ETH, price of ETH goes up.

[00:11:06]That's how Soul went from 8 to like $150. just too many of these projects started launching. Now you're starting to see it happen with with this. I'm gonna have to do some research, man. I I I might have to buy real world asses and what if and uh all this other crap in here. Zombie cat. Zombie cats. Oh my god, dude. What is going on in this world? This is why people can't take us seriously. That looks like a rug. Zombie cats do not touch. Oh, Juggernaut looks legit. $193 million $93,000 uh of ETH in there. I don't understand why anyone would buy this, but I I do know some people who are, which is insane. It is what it is. So, hopefully that explains to you guys what's going on. Now, let's get out of this stupidity and concentrate on some on some real stuff. Uh there was actually a great video by Joe Luben and Tom Lee so we can understand this better. So let's listen to Joe Luben because I he No, it's not Joe Luben. This is Joseph Shalom. They look exactly the same. They have been cloned uh at the center. I don't know where the center is that made them exactly look the same, but they are a clone of one another. It is actually verifiable. Um so let's listen to Joseph Shal Shalom. Shalom. Something like that. Let's listen to him because he was actually very interested uh interesting what he had to say. And he is a CEO of ESBET, which we shouldn't forget ESPE. I think Esbet has an opportunity here to actually do really well too. I don't know what the MNAV is, but it's probably low also. So, you have an opportunity between ESP and BMR. Still think BMR is probably a better better one right now at least. But, you know, ESP could if they do a few things could change it could change the narrative. Let's see what he has to say.

[00:12:56]>> Look at the charts and what's happening with ETH and Bitcoin today. You kind of consider the macro headwinds, even some of the news on CPI coming in much lighter. Do you think ETH is actually breaking away from Bitcoin right now?

[00:13:07]>> I think the last month or so, you've seen a rapid growth in the price of ETH from what was a multi-year low of about 1500. Today, it's trading in the high 1800s. Shockingly, I don't think it's uh actually macro. I think there's been a number of significant ecosystem announcements that over the last several weeks the largest stewards of Ethereum have injected a bunch of confidence and stewardship and new organizations that are uh essentially reshaping the narrative and I think it's as much a narrative than a macro. Um the other announcement that was really really positive was Robin Hood choosing the Ethereum ecosystem through arbitum and this combination of ecosystem support the new narrative and another use case has been very very bullish for the Ethereum ecosystem and also for the price of ETH.

[00:13:51]>> All right so a lot of things happening because you know maybe we did a video last week actually to that point is Robin Hood causing a little bit of this pump because it's opening up some new narratives here and we'll get into some of the >> Robin Hood is absolutely causing a lot of this pump but would I say all of it?

[00:14:04]No. the narrative has changed and also we're getting end of the crypto cycle, the four-year cycle. So, we're getting to that part of it, okay, that things start to go up. It's all kind of lining up. Have I seen this play out before?

[00:14:16]Yes, I have.

[00:14:18]>> Some of what's been happening on on Robin Hood chain is we've seen a a whole meme culture start to rise, but I think there's going to be some narratives that maybe have not played out just yet. I was looking at a tweet you guys put out and it's in reference to your launch of E Systems. This, of course, gets into a whole layer of partnerships. You've got of course Joe Luben the found co-founder over there and of course you guys Sharp Link and Bitmine as well. First of all, what is this and explain to me why this particular partnership?

[00:14:44]>> Sure. This is the third of a number of recent announcements in the Ethereum ecosystem. And so if you guys uh didn't watch my last video, these new foundations are being made to basically augment the ETH foundation. You got ETH systems and I think another one called ETH Labs. Uh and they're investing in them. This is absolutely what's necessary and it's honestly absolutely profound. It's going to be powerful for ETH and to be giving these companies an 18% discount is absurd because they are actually making foundations that are going to make this whole entire your ETH investment even stronger. I want to be very direct. The Ethereum ecosystem lost lost its narrative and a bit of confidence as the Ethereum Foundation narrowed its scope and reduced the size of its group. Over the last month, there have been three spinouts from the Ethereum Foundation. ETH Labs as as an infrastructure builder, Ethereum institutional, the go to market for Ethereum, and today a for-profit organization called uh ETH systems that is focusing on institutional privacy and compliance. These are some of the densest talent organizations that are going on offense now. um along with the private sector and it's not a surprise that the backers of these three organizations are Tom Lee from Bitmine, Sharpink and Joe Luben because the private owners in the DATs realize they have an aligned interest to support the ecosystem and I think we see a rejuvenation of confidence and a turning around in the sentiment around ETH that that you have. But where is the turnaround in BMR? So, this is the disconnect. ETH has been rejuvenated to a degree. This is just the start. This is nothing, by the way. $1,800 is nothing. is child's play. Let's talk when he said 2500, 3500, 4500. Okay, we'll talk then. But right now, this is just the start of things. But where is the confidence in ESPED BMR? Where is it? You know, that's something we have to think about. If one has become more I I would say more people want to buy more one, why not the other? There's a disconnect. Usually, these disconnects start to disappear as confidence grows in the underlying asset. In this case, underlying asset is ETH.

[00:16:48]>> Actual scoreboard has been great for Ethereum, leading in tokenization, leading in stable coins, leading in DeFi by over uh by large margins. This is the sentiment and the confidence catching up to reality. And facts don't lie, even though the price has lacked. So, you're seeing a concertive effort by the largest stewards and owners of ETH in the world to bring some clarity to what's coming in the future, which is this massive institutional adoption super cycle. And we're telling the story better than we have. Well, >> all right. Angles was a great interview.

[00:17:19]>> Oops. We got another interview here, too. Not an interview, but actually uh what um Tom Lee had to stay here is actually really interesting. Basically, ETH is entering its 2.0 moment, which is like what happened to Amazon and Nvidia when it shifted when it had this shift from where it was just started to where it is now. And I think he makes a great point. Now, this is where it gets important and this is why I'm considering doing a daily show because if we are going to shift, that means the price of ETH, I think ETH is going to get to about 7 to $8,000 during this next bull run, which I'm very conservative in my estimate, but I might be completely wrong. I might be wrong for a couple reasons because of what Tom Lee is saying here. There is a potential for ETH to do more than, you know, a 56x. There actually is. But in order for people to understand that, we have to see what the underlying causes of this are going to be. And for ETH, what is going to cause it? As you can see, Robin Hood chain has been one of the things.

[00:18:20]But Robin Hood chain launched at a great time. How much volume is Robin Hood chain going to have during the bull run?

[00:18:25]Well, if it's doing billions of dollars a day in volume now, and it's creating billions of dollars worth of assets now, the bull run, it's going to be multi-billion dollars a day and it's going to create tens of billions of dollars worth of volume. So is Base Chain. So is all these other things. So these are things to start to consider.

[00:18:40]What how are these things going to impact ETH? So let's listen to what he has to say here.

[00:18:47]On Amazon 2.0, the stock went from $6 to 241.

[00:18:52]Look at Nvidia and their transition from a 1.0 company to a 2.0. Well, in that 17ear period listed here, Nvidia had the CUDA platform, uh, which is a actually an important programming language that's still what's used for GPUs today. And it's the main reason why Nvidia has almost a near monopoly on AI high-end AI chips. And then in the 2014 period, they launched their chips were used by crypto miners. Yet Nvidia stock basically kept peaking at a dollar. [snorts] Nvidia 2.0. Chat GBT was launched in late 2022. Blackwell got announced in 2024 and the rest is history and went from $1 to 197 almost at 200x as Nvidia went to.

[00:19:27]>> So $1 to $197. I mean, that's absolutely insane. And same thing for, you know, you saw for Amazon. Something to consider that they don't do a couple X's. They do some big numbers. You know, could we go from $1,800 where we are now to 18,000? Could we get a 10x? And that would still put us around uh under no right around $2 trillion market. Yeah, around a $2 trillion market cap. Is that a possibility for ETH? That is, in my opinion, a possibility. Is it going to happen this cycle, next cycle? I don't know. But it is something to start to consider >> 2.0. And the final example give you as addressable markets expand is JP Morgan.

[00:20:09]Okay, JP Morgan over this 30-year period. Okay, uh transformed. Now, keep in mind the JP Morgan today is not the JP Morgan that saved America in 1907.

[00:20:19]Actually, the JP Morgan today started off as Chase. Chase acquired Chemical Manufacturers Handover Bank. in 2000 the year 2000 Chase acquired JP Morgan and then over the next uh 15 years acquired Bear Sterns Bank One Washington Mutual but despite all that you can see these acquisitions here JP Morgan was stuck and peaked at around $70 but with the acquisition of JP Morgan and Beer Sterns Chase became a global bank a truly global bank and as you can see the 2.0 played out over the next 15 years and JP Morgan stock went from $50 to $334. So you can see when the addressable market increases the asset price rises and sometimes it takes time. Well, that's why I'm talking about ETH because ETH 2.0 is the period when Ethereum not only becomes central to a lot of growth vectors, but ETH, the asset becomes money.

[00:21:01]>> Yeah, this is interesting. This is actually one of the most interesting things Tom Lee has ever said to be very honest with you. Um, and then what else we got? Uh, nothing here.

[00:21:12]>> Uh, Bit Mine. Oh, they they have the BMP, which is their offering, which is actually doing really well. let's say $86, which was the convertible notes that um oh the preferred notes that BMR put out. So they went from $80 to $86, but their stock is at a 20 20% discount, 18% discount. Make it make sense. And that's the thing you got to understand.

[00:21:34]People are so confident they're going to be making their 9.5% perpetual preferred fund yield. They're so confident because BMR actually gets a yield from ETH. But there's stock they're not confident on.

[00:21:48]What? Make it make sense. The only thing that makes sense is you need to be buying BMR. That's it. Uh I think that's about it. And oh yeah, this Soul one I'm doing good on too. Uh this is another one on MaxFi. We're we're doing really good yields on Soul. Uh ETH and Soul together. Uh I I I do have a lot of that and I have a lot of um ETH and uh bit Bitcoin together which I think are going to do great together.

[00:22:13]And I'm this is my goal basically where you know and I'm being conservative. If ETH and Bitcoin just do a 3x on $10,000 in two years I'm going to have $171,000 by compounding. That's it. My rewards on MaxFi. This is called liquidity farming.

[00:22:28]You got to learn about this stuff guys.

[00:22:30]Uh this is what's going on. So for the most part, as you can see, uh most of the news is pretty good, but not for BitMine. It's it's below M now for ridiculous reasons. And then they publish this stuff which is you know for the most part they're kind of going over the cycles and so forth.

[00:22:50]Uh let's see if there's anything interesting and they talk about Robin Hood. Um Ethereum has the largest developer community according it does. It does have the largest communities. I mean Ethereum is really set up and then they talk about ETH 2.2 creates a huge road for ETH assets. This is similar to 2 uh to the 2.0 O evolution for Amazon and everything he just talked about. All of these things are things we cannot negate. Okay. And then they reached 5.74 million ETH. That's 4.8% of ETH supply.

[00:23:23]I mean I mean that's crazy. And then they got uh Maven. They got the Moonshot stuff.

[00:23:30]Mr. Beast, Ako, Orbs, partnerships with ETH Labs, ETH systems. Now that we know it's a for-profit organization, that means they could potentially have some upside here. First, uh, ETH preferred offering. I mean, guys, this looks great. They've uplisted to the big boards. They've added to the Russell 1000. I mean, what more do you want this man to do? This man has has come through. It's just that sometimes the stock takes a little bit longer to shine. To be honest with you, I I don't I don't know if there's a better time to buy BMR. There really isn't. Let's see.

[00:24:05]The big money is not the buying and selling, but the waiting. Yeah, that I agree with Charlie Munger here. I agree.

[00:24:14]That is the big money. And sometimes it's a waiting game. We are right now we are right now in the waiting game. Um yeah, that's really where we are. And uh you know, if ETH reaches $22,000, then you're looking at a 53 $300 to $500 price range for BMR. Will that happen this cycle? I don't know if it's going to happen this cycle, but there's actually a possibility of it happening this cycle in this four years. I'd say I'd say the the well next 3 years, which would put us at 2029. Yeah, it's it's a possibility. I still think 8,000 9,000, but realistically, you know, with everything that's going on with AI, with real world assets, with tokenization, and you know, like Robin Hood chain just came out of nowhere, there's a case to be made that this could absolutely happen. So if that does happen, this is where we end up. This is this is why you want to buy BMR at 15 bucks. Your upside potential, it's called asymmetrical, right? Your potential to go up is very high. Your potential to go down, where are you going to be? Well, it's already an undervalued asset. You're going to go to $14, $13. It's I mean, your downside isn't that much anymore, but your upside is enormous. That's where BMR starts to shine. Also, SBET at this point. So any guys, that's what's going on. It's been fun. Uh, I'm going to keep you guys more updated as we go forward, try to give you guys more of these shows, uh, every other day or even daily because there is going to be a lot more information coming out and things are getting and heating up even as I speak. I mean, Jesus. Um, you know, you're starting to see ETH now making a run to that 1900 line. Again, this could be as simple as more people are buying ETH to get into liquidity pools or in projects on Robin Hood. Like, it could be really that Yeah, I mean, that's what's going on.

[00:26:00]something is going on that and when you start to see these spikes and I've seen these spikes before. I've seen them in multiple bull runs. Um this is what's going on. There's just a demand spike at that moment. People bridging over.

[00:26:11]People need ETH. People need gas. A lot of people need gas getting into a project during the ICO days which I was part of. I god I don't even remember when those were. Was that 200 17?

[00:26:24]I don't even remember. That's how far back it is. Uh or even sooner. I don't remember when I was involved in that. Uh we would see these crazy spikes in ETH because like a project would launch and they would need like they raise like $10 million or $20 million and everybody would go buy ETH. Well, it would spike the price to get into a project. That's kind of what was happening. And you're starting to see that here and there now.

[00:26:44]And it's it's interesting. It kind of reminds me of that those moments. So anyway, guys, best of luck out there.

[00:26:49]I'll keep you guys updated. Take care.