Author
@BMNRTracker BMNRTracker
grade Cx.com/BMNRTracker ↗
Anonymous perma-bull mNAV tracker for BitMine, the ETH treasury equity
Posts a near-daily quantitative tracker of BMNR's mNAV/NAV s
trader score
+0.09
hit rate
65%
mean α
+0.09%
signals 14d
161
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 65% hit rate, +0.09% mean alpha, trader score +0.09. Their last-14d mentions, direction-adjusted, have moved -3.9% since posting (mean over 90 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @BMNRTracker | -0.65 | Argues Nebius is lower quality and may require an ATM or over $60B of debt to meet guidance. | -4.1% | tweet ↗ |
| 2026-10-16 | CRWV | @BMNRTracker | +0.35 | Argues Nebius is lower quality and may require an ATM or over $60B of debt to meet guidance. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @BMNRTracker | · | AI and crypto weakness is a great time to buy. — Explicitly calls the AI and crypto selloff a good buying opportunity. | · | tweet ↗ |
| 2026-10-16 | MSTR | @BMNRTracker | -0.60 | Says oil above $100 is crushing digital-asset treasury stocks BMNR and MSTR. | +6.7% | tweet ↗ |
| 2026-10-16 | BMNR | @BMNRTracker | -0.60 | Says oil above $100 is crushing digital-asset treasury stocks BMNR and MSTR. | +3.4% | tweet ↗ |
| 2026-10-16 | BMNR | @BMNRTracker | -0.10 | Reports BMNR at 0.90 mNAV, $24.91 NAV per share and a $22.52 market price. | +3.4% | tweet ↗ |
| 2026-10-16 | BMNR | @BMNRTracker | -0.10 | Reports BMNR at 0.91 mNAV, $25.08 NAV per share and a $22.95 market price. | +3.4% | tweet ↗ |
| 2026-10-16 | BMNR | @BMNRTracker | -0.05 | Reports BMNR at 0.93 mNAV, $25.13 NAV per share and a $23.28 market price. | +3.4% | tweet ↗ |
| 2026-10-15 | BMNR | @BMNRTracker | +0.55 | Added BMNR shares at $20.90 today. — Discloses adding BMNR shares at $20.90 after an mNAV rebound. | -4.1% | tweet ↗ |
| 2026-10-15 | BMNR | @BMNRTracker | -0.05 | Reports BMNR at 0.94 mNAV, $25.00 NAV per share and a $23.50 market price. | -4.1% | tweet ↗ |
| 2026-10-15 | BMNR | @BMNRTracker | -0.05 | Reports BMNR at 0.93 mNAV, $24.96 NAV per share and a $23.20 market price. | -4.1% | tweet ↗ |
| 2026-10-15 | ETH | @BMNRTracker | +0.00 | Reports BMNR mNAV, NAV per share, and current BMNR and ETH prices. | · | tweet ↗ |
| 2026-10-15 | BMNR | @BMNRTracker | +0.00 | Reports BMNR mNAV, NAV per share, and current BMNR and ETH prices. | -4.1% | tweet ↗ |
| 2026-10-15 | ETH | @BMNRTracker | +0.00 | Reports BMNR valuation metrics and prices while reacting positively to BMNR turning green. | · | tweet ↗ |
| 2026-10-15 | BMNR | @BMNRTracker | +0.10 | Reports BMNR valuation metrics and prices while reacting positively to BMNR turning green. | -4.1% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.