Author

@BMNRTracker 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
-0.22
hit rate
45%
mean α
-0.19%
signals 14d
178

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: 45% hit rate, -0.19% mean alpha, trader score -0.22. Their last-14d mentions, direction-adjusted, have moved +1.1% since posting (mean over 80 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03ETH@BMNRTracker+0.25Estimates BMNR value at 0.85 mNAV and says ETH looks better recently.·
2026-07-03BMNR@BMNRTracker+0.10Estimates BMNR value at 0.85 mNAV and says ETH looks better recently.
2026-07-02BMNR@BMNRTracker-0.25Notes BMNR was 10x higher one year ago.
2026-07-02BMNR@BMNRTracker-0.15Reports BMNR mNAV closed the week at 0.83, down from 0.85.
2026-07-02BMNR@BMNRTracker-0.40Says portfolio would be much higher without owning BMNR, implying disclosed underperforming holding.
2026-07-02ETH@BMNRTracker+0.00Reports BMNR MNAV, NAV per share, BMNR price and ETH price.·
2026-07-02BMNR@BMNRTracker+0.00Reports BMNR MNAV, NAV per share, BMNR price and ETH price.
2026-07-02ETH@BMNRTracker+0.00Reports BMNR MNAV/NAV and says buybacks would be nice here.·
2026-07-02BMNR@BMNRTracker+0.15Reports BMNR MNAV/NAV and says buybacks would be nice here.
2026-07-02ETH@BMNRTracker+0.00Reports BMNR MNAV, NAV per share, BMNR price and ETH price.·
2026-07-02BMNR@BMNRTracker+0.00Reports BMNR MNAV, NAV per share, BMNR price and ETH price.
2026-07-02ETH@BMNRTracker+0.00Reports BMNR MNAV/NAV and says climbing.·
2026-07-02BMNR@BMNRTracker+0.10Reports BMNR MNAV/NAV and says climbing.
2026-07-02ETH@BMNRTracker+0.00Reports BMNR MNAV, NAV per share, BMNR price and ETH price.·
2026-07-02BMNR@BMNRTracker+0.00Reports BMNR MNAV, NAV per share, BMNR price and ETH price.

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.