The only assets I would buy more of right now are Bitcoin and land.*Walter Bloomberg (@DeItaone):JPMORGAN: BUY THE DIP, V-SHAPED REBOUND LIKELYJPMorgan Chase says investors should buy market pullbacks, arguing conditions support another V-shaped recovery despite geopolitical risks.Strategist Mislav Matejka notes volatility may persist, but a 3–12 month horizon favors https://t.co/lWOXJYnm35 ...

JPMorgan Urges Investors To Buy The Dip, Forecasting V-shaped RecoveryJPMorgan is advising investors to aggressively buy market pullbacks, arguing that current conditions support a swift V-shaped recovery despite escalating geopolitical risks.Strategist Mislav Matejka notes that while short-term volatility is expected, extreme bearish sentiment and oversold signals have created a rare entry opportunity for the next 3–12 months.The bank specifically expects international stocks, emerging markets, and small-c ...

Last year, Liberation Day, it was a V-shaped recovery. Are we going to see that now in case the market crash a little more. >> You know, Trump is prone to do anything.He say we've we've won. Whether we've won or we haven't, and he pulls back our offensive operation, will that stop the Iranians from bombing our Gulf allies. You know, presumably it would.And maybe that would cause a Vshape. I think you've upset the apple card. I think you've upset the balance of what's going on in the Middle East.So, the Amer ...

Core Insights - Bitmine Immersion Technologies (BMNR) shares increased by 11% following the acquisition of 60,999 Ethereum (ETH), bringing total holdings to 4.596 million ETH, which is 3.81% of the total ETH supply [1][4][7] - The company is generating an estimated $180 million in annualized staking revenues from 3.04 million staked ETH [1][9] - Chairman Tom Lee linked the ETH accumulation to geopolitical tensions and rising oil prices, suggesting that these factors are driving institutional investors towards crypto assets [2][10] Company Developments - Bitmine's total treasury now stands at $11.5 billion, which includes cryptocurrency, cash, and other holdings [4][7] - The company aims to reach 5% of the total ETH supply, positioning itself as the largest Ethereum treasury globally [7] - Bitmine acquired 5,000 ETH directly from the Ethereum Foundation, indicating a strong relationship with the Foundation [8] Investment Strategy - The company has increased its investment in Eightco (ORBS) with a $75 million commitment, alongside ARK Invest and Payward, diversifying its portfolio [2][12] - Eightco has invested in OpenAI and MrBeast's Beast Industries, adding a layer of exposure beyond pure crypto holdings [12][13] Market Context - Tom Lee's analysis suggests that rising oil prices, which increased from $63.77 to $94.65, are causing a shift towards crypto assets as growth stocks amid economic concerns [10] - Ethereum has seen a year-to-date decline of 23% but has recently bounced back by 11.6% over the past week [11] Institutional Interest - ARK Investment Management holds approximately 9.4 million BMNR shares, and BlackRock has increased its stake by 165.6% [15] - Analyst consensus is "Buy" with an average price target of $34.50, significantly above the current trading price of $22.91 [15] Future Catalysts - The launch of the MAVAN staking infrastructure is planned for 2026, which is expected to enhance the company's staking yield [9] - Monitoring ETH's price action will be crucial, as sustained increases could significantly amplify the value of Bitmine's ETH holdings [17]

Core Insights - Bitmine has established itself as the largest Ethereum treasury globally, holding 4.596 million ETH, which is 3.81% of the total ETH supply, and aims to reach 5% ownership [3][7] - The company has staked 3.04 million ETH, generating an estimated $180 million in annualized staking revenues, distinguishing it from typical crypto holding companies [1][7] - Recent geopolitical tensions and rising oil prices are driving institutional investors towards crypto assets, positioning Bitmine's treasury to benefit from a potential V-shaped recovery in Ethereum prices [6][9][10] Treasury Update - Bitmine purchased an additional 60,999 ETH, increasing its total holdings to 4.596 million ETH [3][5] - The company has a total of $11.5 billion in cryptocurrency, cash, and other holdings, which includes a significant investment in Eightco [5][12] - The MAVAN staking infrastructure is set to launch in 2026, which will formalize and scale the company's staking potential [8] Market Performance - Bitmine's stock (BMNR) has experienced volatility, with a 52-week range from $3.20 to $160.95, and is currently up 11% following the treasury update [4][5] - The stock is still down 15% year-to-date, but has shown signs of recovery with an 11.6% bounce over the past week [4][10] Institutional Interest - ARK Investment Management holds approximately 9.4 million shares of BMNR, and BlackRock has increased its stake by 165.6% [14] - Analyst consensus is positive, with a "Buy" rating and an average price target of $34.50, significantly above the current trading price of $22.91 [14] Future Catalysts - The price action of ETH will be crucial in determining the sustainability of Bitmine's recent gains, with ETH currently trading around $2,289 [16] - Upcoming developments include the MAVAN launch timeline and further commentary from Chairman Tom Lee regarding the Eightco funding round [16]

Tom Lee is signaling a V-shaped recovery for ETH, suggesting the bottom is near. He's urging investors to look for opportunities, not just sell. This type of optimistic outlook is powerful motivation :) #Crypto #TomLee #IvanClips https://t.co/PD8JneitLz ...

Tom Lee: Ethereum Has Halved Eight Times in Eight YearsOn February 11, Bitmine Chairman Tom Lee stated at Consensus in Hong Kong that since 2018, Ethereum has experienced eight declines of more than 50%, and each time formed a V-shaped recovery, rebounding at nearly the same pace as it fell. He noted that a broader turnaround in the crypto market would likely require Bitcoin to lead, while Bitcoin’s recovery may depend on gold beginning to weaken.Against this backdrop, he believes Ethereum is approaching a ...

LATEST: ⚡ Tom Lee says Ethereum is set for a V-shaped recovery after its recent 50% drop, noting that all eight similar declines since 2018 have rebounded at the same pace. https://t.co/ACKptatnFA ...

Market Outlook - Ethereum is expected to experience a "V-shaped recovery" after a 60% decline from its peak, with a similar recovery anticipated in 2026 [1] - The current price of Ethereum is around $2,000 per token, having fallen 35% in the past month amid a broader industry downturn that has erased $2 trillion in value [1] Historical Context - This marks the eighth instance since 2018 where Ethereum prices have dropped 50% or more, indicating that such declines are becoming an annual occurrence [2] - Significant investment opportunities in crypto have historically emerged following sharp declines, as seen in 2025 after market drops due to tariff concerns [2] Market Sentiment - Market sentiment around Ethereum has weakened, with major holders like Vitalik Buterin and Stani Kulechov selling off substantial amounts of their holdings, approximately $7 million and $8 million respectively [3] Company Performance - Bitmine is currently facing at least $6.6 billion in unrealized losses from its Ethereum investments, with its share price dropping about 66% to $21 over the past six months due to Ethereum's poor performance [4] - Despite the losses, Bitmine continues to invest in Ethereum, purchasing over $80 million worth of tokens recently, and aims to increase its ownership from 3.6% to 5% of the total Ethereum supply [5] Investment Predictions - Tom Lee, a prominent Ethereum advocate, has set a long-term price prediction for Ethereum at $250,000 [6] Current Market Data - Bitcoin is trading at $68,972, down 0.8% in the past 24 hours, while Ethereum is at $2,009, down 1.5% in the same timeframe [7]

Core Viewpoint - Tom Lee suggests that Ethereum's price may experience a sharp rebound following its recent decline, supported by historical price patterns, ongoing network usage, and investor behavior after market downturns [1][2]. Group 1: Historical Price Patterns - Lee emphasizes that Ethereum's past declines have typically been followed by rapid, V-shaped recoveries, indicating that significant price drops often represent optimal entry points for both cryptocurrencies and equities [2][3]. - He notes that the faster the decline, the quicker the recovery tends to be, reinforcing the idea of a potential rebound for Ethereum [2]. Group 2: Market Demand and Structure - The demand for Ethereum remains strong, with continued on-chain activity despite recent price weaknesses, positioning it as central to the future of finance [2]. - Changes in market structure, such as Nasdaq lifting caps on options contracts for major Bitcoin and Ethereum exchange-traded funds, are also highlighted as positive developments for the market [3]. Group 3: Investment Strategy - Lee argues that market pullbacks historically present opportunities for investors, suggesting that the best entry points for crypto and equities arise after declines [3]. - He reiterates the importance of holding through volatility, particularly for Bitcoin, which has never recorded a negative four-year return [4]. Group 4: Company Insights - BitMine is noted for having no debt and earning staking rewards on its Ethereum holdings, which positions it favorably in the current market environment [5]. - Strategy, another company mentioned, has reportedly responded positively to a strong quarterly report, indicating potential for growth [5]. Group 5: Criticism and Forecasts - Lee's optimistic outlook comes amid criticism regarding his previous short-term price predictions for Ethereum and Bitcoin, which have not materialized as expected [6][7]. - Despite the criticism, Lee maintains a bullish stance on both cryptocurrencies, suggesting that the current market conditions may still lead to a rebound [7].