Investment Q&A

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Q: Is Larry Fink betting a major part of BLK’s future on block chain and more specifically ethereum. BMNR has been mentioned as a potential acquisition to get the amount of ethereum that BLK would need to achieve a strong position in that market.

Does your research suggest that all this is likely and/or in action. AND would you consider this to be a good time to buy BLK shares ? Thanks

Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Q: I got into crypto at the wrong time and am sitting on big losses in ETHA, BMNR, and IBIT in my taxable account. I want to harvest these capital losses. Can you recommend substitutes that move according to Ether and Bitcoin pricing to stay in the game before I can buy back after 30 days?

Q: Hi team, I own all four of these stocks and would like to increase holdings in two of the four. which two would you add to now?

Thanks Dave

Q: I am a bit confused with BMNR. I was under impression that this is a leveraged Etherium play, and expected the stock amplify the changes in Etherium price. However, when I look at the price changes for the past 2 months, as of today Nov 3, the ETHA is down 13% while BMNR is up 7% since September 1. Can you explain this anomaly please? Do I misunderstand the business model of BMNR?

Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.

BMNR - GRNY - BRK.B

May I also have your thoughts on WHY for the company you would pick first.

Thanks

Q: Hello,
Any comments on the short report on BMNR. Supposedly the short seller had a similar view on MicroStrategy but the short aspect did not materialize. Tom Lee is well known so I am not sure to bail at this point or stick to it for longer term. Also, i was hoping to see a surge in ATRL after the announcements of the major projects but the stock hardly moved. Any comments please. Thanks very much.

Q: I am planning to invest $5k for the long term (10 years) in Ethereum/crypto-related stocks. This represents 1% of my portfolio.

Should I split my money equally between COIN, GLXY, ETHQ/ETHA and BMNR?

If not in what order should I buy these stocks? Are there any that you would not consider?

Q: bmnr or coin if you had to choose, and why? thank you!

Q: Recently, the tech market has been booming. During this period, I bought several volatile, high-flying stocks to capture the thrill of the momentum. Each position is relatively small—only about 0.5% to 1% of my portfolio. Despite that, they’re performing exceptionally well. I purchased them less than a few weeks ago, and I’m already seeing a total gain of around 20%.

My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.

Q: Can I get your updated view and opinion on SBET. I have a small position and down 15% and would like to add more. Already own a good sized position in GLXY which has done very well. I understand the volatility and risks in crypto. Can you comment on this recent news of SBET increasing their share offering and also the plan of tokenizing their stock. Do you see this as positive news and do you see more upside in ETH going forward? Also I think before you mentioned you favor SBET over BMNR, is that still the case today? Thank you!

Q: Hello,
The news release as of yesterday Sept 22, 2025, , "BitMine sells approximately 5.22 million shares at $70.00 per share and approximately 10.4 million warrants with a strike price of $87.50

BitMine common share sale is a 14% premium to the closing price of BitMine Common Stock on September 19, 2025

BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support BitMine's goal of acquiring 5% of ETH"

Why would institutions pay a premium when they can simply buy it at market price for less than the $70 offering.. is it because at the market price which is less than $70, they won't get as many shares? I would appreciate your thoughts..

Q: Good evening,

With the understanding that the above equities are to be considered high risk and somewhat speculative, in what order would you buy these (please exclude any names that you would not consider buyable)?

Are any of them particularly compelling at this time?

I already own a fair bit of IBIT and ETHA, as well as COIN, HOOD, GALAXY. but looking to add a little spice to the portfolio.

Thank you,

Q: This Tom Lee run company is modeled after Mr Saylor's MSTR but is based on ether instead of bitcoin. I own a small position in BMNR which though volatile is currently up from my entry price. You explained the value reduction of MSTR in a recent question based on competition. You referred to the investment approach in its current circumstances as "Ponzi-like." Could you explain your view on BMNR and whether it too has a Ponzi-like set up. Also if you held this equity would you sell and instead hold an ether ETF as a "safer" way to invest in ether as you recommended regarding MSTR and investing in bitcoin or is there a distinction between MSTR and BTMR such that you would continue to hold the latter. Appreciate your response.

Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!

Q: Hello Chris/Michael:

Kudos for your YouTube podcast. Great data dense presentation with some actionable ideas! I posed this question on YouTube comments section. Hee it is for all of us, the subscribers.

If 1% position is a reasonable position to take in Cryptos, what would be the "intra group" percentages for ANY investor. I know percentages are personal. Here it is about slicing that 1 % ! More in the ETF than in the "miners?

Also, I remember Peter mentioning that Tom Lee is one of his favourites and he follows him. I don't recall Chris mentioning Tom Lee's Bitmine?

Best wishes to these young men!
Many thanks!

P.S. My Twitter/YouTube handle dovetails nicely with Chris's percentage based approach! My handle is 3P Investor. Investing is P for Personal, P for Percentage based and P for Portfolio/Probability. The three legs of a Financial stool. :)

Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.

Q: Hello
I understand these are speculative plays. Any idea why bmnr is surging daily whereas sbet surges than drops. From my understanding , sbet keeps issuing shares and as a result is not doing as well. I thought issuing shares to buy more ether was the goal.. i would appreciate your comments.

Q: Im up 90% on a Friday p% position on this name which I only bought last Tuesday. It seems to jump every day. It’s not very often that one catches lightning. Would you hold at this point or sell half? Thanks,

Jason