$BMNR Thesis @BitMNR shouldn't be thought of as just another Digital Asset Trust (DAT). Bitmine is simply Bitmine. They are the best alpha among crypto-related stocks. - Fundraising Ability Starting with a PIPE deal, they have continuously raised funds through an ATM. I thought their only remaining options were the convertible bonds and preferred shares that Saylor used in the past. However, through what @fundstrat and his friends call a "moonshot strategy," they created a mint-like fundraising event, turning $20M into nearly $1B in a single day. All of these actions ultimately lead to one thing: Bitmine. - The Difference in the Speaker Other DATs either lack a speaker or have one with limited ability. However, Tom Lee is an aggressive speaker from a TradFi background with the best understanding of crypto. Their aggressive actions are unmatched by anyone else. I dare to say that his influence in the current market is greater than Saylor's. - One & Only As a crypto investor, I always try to pursue the unparalleled "One & Only"—the alpha of all alphas. Bitmine and Tom Lee's aggressive Ethereum purchases, their experimental yet tremendous fundraising methods, their ability to overcome crises, and their promotional skills are unmatched by anyone else. I am only now beginning to agree with Tom Lee's philosophy. After taking a huge loss on Sharplink, I vowed not to touch DATs again, but I dare to think that in the future, it won't be Ethereum that moves Bitmine's stock price, but Bitmine that moves the price of Ethereum. They are the alpha of alphas.