To The Moon

$BMNR 20260123 27.5 PUT$ 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 million investment in MrBeast's company, aimed at generating high returns.

Productizing BitMine: Launching a dedicated app to interact with users and potentially distribute content.

Institutional Partnerships: Leveraging relationships with firms like Galaxy Digital, Pantera, and others.

*Massive Share Authorization Approved*

Shareholders approved a staggering increase in authorized common stock from 500 million to 50 billion shares. This move enables future capital raises, potential mergers, and stock splits, but has raised concerns about dilution. The company's decision to increase its share count is seen as a strategic move to fuel its ambitious growth plans.

*Aggressive Ethereum Strategy*

Chairman Tom Lee reaffirmed BMNR's goal of becoming a premier ETH treasury company, with holdings reaching over 4.2 million tokens, representing roughly 3.48% of the supply. The company's Ethereum holdings are valued at approximately $10.7 billion, making it a significant player in the crypto market.

*MAVAN Launch*

BMNR is moving forward with its "Made in America Validator Network" (MAVAN), a proprietary staking infrastructure aimed at generating yield on its ETH holdings, slated for early 2026. This move is expected to provide a stable source of income and further solidify BMNR's position in the Ethereum ecosystem.

*$200 Million "Moonshot" Investment*

The company announced a $200 million investment in Beast Industries, linked to a new financial platform associated with MrBeast. This investment is seen as a strategic move to tap into the growing creator economy and expand BMNR's reach into new markets.

*Contentious Meeting & Governance Concerns*

The AGM was criticized for being poorly managed, with key executives (CEO/CFO) absent and promised high-profile guests ( vitalik buterin  &   sam altman ) failing to appear. Investors voiced concerns over transparency and the heavy workload of Chairman Tom Lee. Despite this, the company reported strong retail sentiment and saw its stock rise in after-hours trading following the approval of the share increase.

*Strategic Shift & Leadership*

The board defended the shift toward a "DAT-plus" (Digital Asset Treasury) strategy, with Tom Lee hinting at using the Lighter decentralized trading platform as a strategic focus. This move is seen as a way to leverage BMNR's Ethereum holdings and create new revenue streams.

*Board & Compensation Approval*

Shareholders elected the board and approved a new 2025 Omnibus Incentive Plan, including performance-based compensation for the executive chairman. This move aligns the interests of the leadership team with those of the shareholders and provides a clear path for growth and success.

In conclusion, BMNR's AGM showcased the company's aggressive strategy to become a premier ETH treasury company. With its massive share authorization, aggressive Ethereum strategy, and moonshot investments, BMNR is poised to make a significant impact in the crypto space. Despite governance concerns, the company's strong retail sentiment and rising stock price indicate a promising future.