USA Stocks discussion - Part 3

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wongdawson

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DevilPlate said:
Whats yr bull thesis for XRP?

I keep seeing Solana a threat to Ether nia….
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The problem with ETH is it high gas fees Solana is much cheaper but not very stable when very huge activity moving on the same times most of the meme coins is on Solana Blockchain. Bank and stable coins most likely will be on ETH Blockchain as it the biggest and stable Blockchain
 
redname

redname

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DevilPlate said:
Whats yr bull thesis for XRP?

I keep seeing Solana a threat to Ether nia….
Click to expand...

Mine was very simple

From what I read,
Among the top, BTC and xrp are steered towards institutional targets and looking at how much BTC has grown, I picked xrp cause more growth headroom

I might b wrg but at least thts what I read and thought tht time

I got BTC ETF but I dca part of my monthly savings, so small portion compared to xrp
 
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DevilPlate

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stanlawj

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redname said:
Why crypto gng up?

U nvr say I also dnt knw, check my acct and see huat
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My theory is that the market is front-running the Sept Fed rate cut but already fully priced it in, i.e. all the major players have already taken their position.

So in the meantime, specs (short-term traders) are just causing these small moves. So I don't think this up move in crypto sector will continue anymore until Sept FOMC gives more new information for major players to make their big move. Sept FOMC will be issuing the updated Summary of Economic Projections (SEP). Last SEP was in June before the big jobs cuts (i.e. outdated).
 
elvintay07

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wongdawson said:
If anyone say I don't believe but Tom Lee I believe last year Jan 2024 when BTC at 50-60k he say by Dec 20 BTC will 88K true enough I hit 88k
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He said small caps will gain and catch up with S&P500. Where is the catch up?
 
xoxozone

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wongdawson said:
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GPT summary from the video
  1. Digital Finance Shift
    • Global financial system is moving onto digital platforms.
    • Public blockchains with smart contracts (like Ethereum) are necessary — not Bitcoin.
    • Wall Street is choosing Ethereum as its foundation.
  2. Tom Lee’s Role
    • Became Chairman of Bitmine, an Ethereum-focused treasury company.
    • Compares it to MicroStrategy’s Bitcoin strategy — except Bitmine is focused on Ethereum.
  3. Ethereum’s Super Cycle
    • Believes Ethereum is entering a macro “super cycle” for the next 10–15 years.
    • Key drivers:
      • Stablecoins ($280B → projected $4T).
      • Tokenization of Wall Street assets (SEC projects).
      • Ethereum’s proof-of-stake yield (staking generates income).
  4. Why Bitmine Instead of Ethereum Directly
    • Treasury firms grow Ethereum held per share.
    • Example:
      • July → $4 ETH/share.
      • August → $40 ETH/share (10× growth).
    • This outperforms just holding ETH or ETFs (similar to how MicroStrategy stock outperformed BTC).
  5. Risk Management
    • Bitmine has:
      • No debt, no convertibles, only equity.
      • Large scale (2nd biggest crypto treasury after MicroStrategy).
      • Daily liquidity (~$2.6B traded, among top 20 US stocks).
    • Safer in downturns since smaller & leveraged treasuries struggle.
  6. Comparison: Bitcoin vs Ethereum
    • Bitcoin = digital gold (store of value).
    • Ethereum = programmable money (smart contracts, DeFi, Wall Street adoption, staking yield).
    • Both are investable, but ETH offers income generation + institutional buildout.
  7. Institutional Adoption
    • Only ~5% of Bitcoin remains to be mined.
    • But 95% of institutions still don’t own BTC → huge demand potential.
    • Governments starting to view BTC as a reserve asset (e.g., El Salvador, potentially US).
  8. Cycle Risks
    • Bitcoin halving cycles less relevant now — institutional + government adoption are stronger drivers.
    • Long-term view: If you hold Bitcoin/Ethereum for 3+ years, historically never lost money.
  9. Strategic Advantage of Bitmine
    • Already the largest ETH treasury (~$9B held).
    • Backed by major institutional investors: Founders Fund, Stan Druckenmiller, Galaxy, DCG, Kraken, Ark Invest, Bill Miller.
    • Market cap ~$10B, very liquid, attractive for institutional investors.
  • Ethereum is being positioned as the backbone of the future financial system.
  • Bitmine is effectively MicroStrategy 2.0, but for Ethereum.
  • Owning Bitmine stock = leveraged exposure to ETH + growing ETH/share + institutional scale/liquidity.
  • Long-term thesis: ETH could replicate Bitcoin’s 100× run, and Bitmine could outperform ETH itself.
 
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stanlawj

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I'm looking at the orange bars.

G0uwOvsXcAAnVVU
 
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