🧵Anatomy of a Paradigm Shift: How @BitMNR was reborn as an ETH powerhouse. $BMNR 1️⃣ The Pivot: A struggling micro-cap Bitcoin miner announces a massive $250M private placement, completely transforming into a pure-play $ETH treasury vehicle. 2️⃣ The Dream Team: Backed by an all-star syndicate. • Chairman: Wall Street influencer investor @fundstrat . • VCs: @foundersfund (co-founded by @peterthiel ) & @PanteraCapital. • Lead: MOZAYYX, advised by @cantorfitzgerld (whose former CEO, @howardlutnick , is now the U.S. Secretary of Commerce). 3️⃣ The Playbook: Become the "MicroStrategy of Ethereum," but with a yield-generating twist. The strategy leverages staking & DeFi, making "ETH per share" the new key metric. 4️⃣ The Reaction: The market went into a frenzy. The stock exploded >2,900%, creating a speculative mNAV premium of over 30x, fueled by the powerful narrative and a classic low-float squeeze. This is a masterclass in financial engineering. The real test begins now: can they execute the "accretive loop" and justify the hype? #Ethereum #ETH #BMNR #DAT #Investing #DeFi #Staking #FoundersFund #Pantera