BMNR: there's a 50%+ chance that CPI comes in hot tomorrow and if it does, there's a 60% chance the Fed postpones the anticipated Sep cut (currently priced at 80% prob). If that happens we could see a 1-1.5% pullback in SPX and I'd be looking to buy the dip into Aug OPEX. 👇
In this scenario I could see ETH pullback and retest the breakout at 4k and I'd be adding positions in BMNR in the mid 40s, above the accumulation cost basis of Thiel, Wood, and Druck ($36 avg) and holding into Aug OPEX. Expecting some correction after that. NFA
@Keith_SGH @SharpLinkGaming and BMNR mNAV has expanded > 1.5 where they can start doing accretive raises again and based on my knowledge they still plan to raise another 2bn out of their announced 5bn program
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