$BitMine Immersion Technologies Inc.(BMNR)$ DCA with conviction in BMNR. I am an engineer-investor, can appreciate & align with their new hired CFO/COO (Young Kim). Will share some of my research next, as I build up the case.๐
$BMNR 20260123 27.5 PUT$ I still have faith & conviction and will DCA to accumulate as it dip. Sharing the "+and- ve" summary of BMNR recent AGM:-- BitMine Immersion Technologies (BMNR) is making a bold move into the crypto space, pivoting into a "digital Berkshire-style" capital allocator with a heavy emphasis on Ethereum (ETH) and "moonshot" investments. The company's annual general meeting (AGM) in Las Vegas on January 15, 2026, was a pivotal moment, showcasing their aggressive strategy to become a premier ETH treasury company. The 4 Pillars of Growth:-- Maximizing Treasury Yield: Utilizing strategies like MAVAN (Made-in-America Validator Network) for Ethereum staking. Strategic "Moonshots": Including a $200
Wonder why Singtel, StarHub, M1 not proactively work with SpaceX , Starlink or show interest to Elon Musk projects ? Seem like still no lesson learnt when LTA give cold response to Tesla many yrs ago. [Facepalm] Smaller players like TPG, CircleLife, Republic should take the opportunity to disrupt these conservatives monopolies. [LOL]
$BMNR 20260123 28.5 PUT$ BMNR will continue to co-relate closely with the Ethereum upgrades. Can nibble and digest accordingly. ๐ Fusaka (Dec 2025): Focuses on enhancing data availability, likely integrating PeerDAS for improved Layer-2 scalability Glamsterdam (1H 2026): Planned as the first major upgrade of 2026 Hegota (Late 2026): Expected as the second major upgrade in 2026, following a faster development cadence. Ethereum is moving to a more frequent, biannual upgrade cadence to stay competitive with high-through
It should be a combined ASEAN effort to convince Elon & his leadership team to invest in ASEAN. EDB, GIC , Temasek, Enterprise SG ...etc.. should participate actively. Any of Elon's associated companies (Tesla, Space X, Boring Co, Neuro-Link, Solar City...etc.. is the tech future of this century. [Thinking] [Smart] [Grin] [Sly]
$USA Rare Earth Inc.(USAR)$ With the technology advancement, Rare Earth will always be needed. Can take advantage of the market volatility for occasional small treats throughout 2026 and beyond. USA is a victim of their own bullying , now scrambling to find alternatives.๐คฃ [Chuckle] Wishing all a Happy & Prosperous New Year. Huat ah.. together![USD]