X @Bankless

Investment Thesis - Fundstrat's Tom Lee has positioned $BMNR as the world's largest ETH treasury, holding over 800,000 ETH [1] - The analyst predicts ETH is poised for a Bitcoin 2017-like surge [1] - The analysis suggests potential for 100x returns on ETH [1] Market Analysis & Strategy - The report highlights a 5% ETH investment strategy [1] - The discussion covers the increasing role of Ethereum in Wall Street [1] - The analysis addresses Wall Street's potential misunderstanding of crypto [1] Valuation & Risk - The report includes estimations of ETH's potential value [1] - The analysis includes navigation of market risks associated with Ethereum [1]