# $BMNR Catalyst Posts & Social Intelligence Recap — August 03, 2026

> **Asset:** $BMNR  
> **Date:** 2026-08-03 (August 03, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/bmnr/2026-08-03  
> **Token Profile:** https://cryptitalk.com/tokens/bmnr.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @fundstrat
> **Author:** Thomas (Tom) Lee (not drummer) FundstratDirect.com ([@fundstrat](https://x.com/fundstrat))  
> **Metrics:** 736 likes · 61 retweets · 58 comments · 106.2K views  

> **Posted:** 2026-08-03T18:07:21+00:00  


> **Source Link:** [https://x.com/fundstrat/status/2084340357471351099](https://x.com/fundstrat/status/2084340357471351099)  


> **Visual Note:** The image is a bar chart titled "BMNR: Bitmine outperforms ETH post-large ETH/BTC upward moves," displaying 1-month percentage changes of ETH less BTC and BMNR less ETH from July through July across two rows. It shows four instances where ETH beats BTC (with gains of +40, +2, +7, and +11), each followed by BMNR beating ETH (with corresponding gains of +23, +7, +14, and a projected "???" for July), illustrating the accompanying post's claim that BMNR has consistently outperformed ETH in the two months following every instance of ETH outperformance against BTC since 2025.  

> 
> "Even better stat:
- every time 
$ETH
 outperforms 
$BTC
 in any month
  (3 times since 2025)

- 
$BMNR
 outperforms ETH over following 2 months
   (3 of 3 times since 2025)

July 2026: ETH outperformed BTC by 1,100bp
- care to guess what BMNR does in August & Sept?"


### Post #2 by @fundstrat
> **Author:** Thomas (Tom) Lee (not drummer) FundstratDirect.com ([@fundstrat](https://x.com/fundstrat))  
> **Metrics:** 476 likes · 43 retweets · 47 comments · 68.7K views  

> **Posted:** 2026-08-03T12:48:47+00:00  


> **Source Link:** [https://x.com/fundstrat/status/2084260187787976783](https://x.com/fundstrat/status/2084260187787976783)  


> **Visual Note:** The image displays a bar chart titled "BMNR: Bitmine outperforms ETH post-large ETH upward moves," comparing monthly percentage changes of ETH vs. QQQ (top) and BMNR vs. ETH (bottom) from July through July, highlighting instances where ETH beat QQQ by +51, +14, and +25, followed by corresponding BMNR outperformance of ETH by +10/+23, +1/+3, and +11 (with the final month marked "???"), visually supporting the claim that BMNR tends to outperform ETH in the months following large ETH gains over QQQ.  

> 
> "Whenever 
$ETH
 outperforms 
$QQQ
 sizably in a month

- 
$BMNR
 outperforms 
$ETH
 over the following 2 months"


### Post #3 by @fundstrat
> **Author:** Thomas (Tom) Lee (not drummer) FundstratDirect.com ([@fundstrat](https://x.com/fundstrat))  
> **Metrics:** 147 likes · 10 retweets · 23 comments · 44.2K views  

> **Posted:** 2026-08-03T09:16:28+00:00  


> **Source Link:** [https://x.com/fundstrat/status/2084206756972880206](https://x.com/fundstrat/status/2084206756972880206)  


> **Video Content:** The video shows a time-lapse of a bright, glowing sun rising against a deep orange sky, with the sun gradually moving upward across the horizon over the course of the frames. The only on-screen element is a small circular logo in the upper right corner featuring a stylized character, with no text, tickers, or numbers visible in the footage itself.  

> 
> "FinX peeps  

Please tune into 
@SquawkCNBC
 this am at 6:10am ET with 
@JoeSquawk
 @BeckyQuick
 @andrewrsorkin
 

- I will be on and talking about what to expect in markets for August 
@FundstratDirect
 @FundstratCap
 @BitMNR
 
$BMNR
 $BMNP"


### Post #4 by @scottmelker
> **Author:** The Wolf Of All Streets ([@scottmelker](https://x.com/scottmelker))  
> **Metrics:** 93 likes · 2 retweets · 19 comments · 27.1K views  

> **Posted:** 2026-08-03T20:00:01+00:00  


> **Source Link:** [https://x.com/scottmelker/status/2084368713747464459](https://x.com/scottmelker/status/2084368713747464459)  


> 
> "BITMINE 
$BMNR
 CHAIRMAN TOM LEE SAYS ETHEREUM 
$ETH
 OUTPERFORMED NASDAQ 100 IN JULY"


### Post #5 by @cryptorover
> **Author:** Crypto Rover ([@cryptorover](https://x.com/cryptorover))  
> **Metrics:** 82 likes · 14 retweets · 36 comments · 22.9K views  

> **Posted:** 2026-08-03T13:07:28+00:00  


> **Source Link:** [https://x.com/cryptorover/status/2084264889766314217](https://x.com/cryptorover/status/2084264889766314217)  


> **Visual Note:** The image shows a split composition: on the left, a man in glasses and a green tie speaks into a microphone with animated hand gestures, while the right side displays the Ethereum logo and the text "ETHEREUM" on a blue background. This visual accompanies news about Tom Lee's Bitmine ($BMNR) purchasing 10,399 ETH worth $19.4 million, with the Ethereum branding directly tying the announcement to the cryptocurrency being acquired.  

> 
> "JUST IN: Tom Lee’s Bitmine 
$BMNR
 bought 10,399 
$ETH
 worth $19.4 million over the past week.

At least he's not selling…"


### Post #6 by @cryptogoos
> **Author:** CryptoGoos ([@cryptogoos](https://x.com/cryptogoos))  
> **Metrics:** 291 likes · 15 retweets · 21 comments · 12.9K views  

> **Posted:** 2026-08-03T13:10:24+00:00  


> **Source Link:** [https://x.com/cryptogoos/status/2084265629746385369](https://x.com/cryptogoos/status/2084265629746385369)  


> **Visual Note:** A close-up photograph of an Asian man wearing red-framed glasses and a dark suit with a light green shirt, speaking at an event.  

> 
> "JUST IN: Tom Lee’s Bitmine 
$BMNR
 has bought 10,399 
$ETH
 worth $19.4 million over the past week.

He is NOT selling!"


### Post #7 by @BitMNR
> **Author:** Bitmine (NYSE-BMNR) $ETH ([@BitMNR](https://x.com/BitMNR))  
> **Metrics:** 113 likes · 6 retweets · 11 comments · 11.0K views  

> **Posted:** 2026-08-03T16:29:11+00:00  


> **Source Link:** [https://x.com/BitMNR/status/2084315656158118042](https://x.com/BitMNR/status/2084315656158118042)  


> **Visual Note:** The image depicts a cartoon-style race between two runners labeled "RETAIL" and "INSTITUTIONAL," both wearing Ethereum-themed jerseys on a track. The scene symbolizes how institutional investors are outpacing retail in the crypto space, aligning with the post's promotion of $BMNP as an institutional-grade, ETH-yield-funded preferred instrument available to retail investors.  

> 
> "Bitmine preferred 
$BMNP
 pays dividends weekly 

- funded natively from 
$ETH
 staking yield"


### Post #8 by @BMNRTracker
> **Author:** BMNR MNAV Tracker ([@BMNRTracker](https://x.com/BMNRTracker))  
> **Metrics:** 149 likes · 14 retweets · 13 comments · 8.8K views  

> **Posted:** 2026-08-03T12:51:03+00:00  


> **Source Link:** [https://x.com/BMNRTracker/status/2084260758364315998](https://x.com/BMNRTracker/status/2084260758364315998)  


> 
> "After the recent update, 
$BMNR
 announced they bought back 4.5 million shares. 

They also announced they bought 10,799 
$ETH
. 

My current estimated share count is now 587.1 million shares outstanding."


### Post #9 by @TheValueThinker
> **Author:** Collin ([@TheValueThinker](https://x.com/TheValueThinker))  
> **Metrics:** 174 likes · 14 retweets · 9 comments · 8.4K views  

> **Posted:** 2026-08-03T14:31:06+00:00  


> **Source Link:** [https://x.com/TheValueThinker/status/2084285939392651459](https://x.com/TheValueThinker/status/2084285939392651459)  


> 
> "$BMNR
 buys back another +4.5m shares, total 16.1 million bought back in the past 3 weeks. 

Again, the only MATH that works well for shareholders during these times.

+10,399 
$ETH
 to the bag. Getting closer to 5% Alchmey"


### Post #10 by @ETH_MAXER
> **Author:** 언성재 ([@ETH_MAXER](https://x.com/ETH_MAXER))  
> **Metrics:** 68 likes · 8 retweets · 13 comments · 4.8K views  

> **Posted:** 2026-08-03T22:23:56+00:00  


> **Source Link:** [https://x.com/ETH_MAXER/status/2084404932250374273](https://x.com/ETH_MAXER/status/2084404932250374273)  


> 
> "Apart from Clarity,

Our Bitmine
is doing well and climbing up
thanks to yesterday's treasury stock buyback.

I'm getting so fed up and tired now...
I want to stop pumping Clarity...

$BMNR"


### Post #11 by @ETH_MAXER
> **Author:** 언성재 ([@ETH_MAXER](https://x.com/ETH_MAXER))  
> **Metrics:** 46 likes · 2 retweets · 6 comments · 3.2K views  

> **Posted:** 2026-08-03T09:41:17+00:00  


> **Source Link:** [https://x.com/ETH_MAXER/status/2084213003034276167](https://x.com/ETH_MAXER/status/2084213003034276167)  


> **Visual Note:** A Korean news article headline dated August 3, 2026, reporting that the South Korean government announced a "2026 Tax Reform Plan" proposing virtual asset inheritance and gift tax exemptions, which could lead to tax savings of approximately 250 billion won annually (20% local tax, 22% comprehensive real estate tax), potentially boosting virtual asset transactions starting next year. The article relates to the accompanying post about Bitmine ($BMNR) by highlighting potential government policy benefits that could positively impact the cryptocurrency market.  

> 
> "I'll buy Bitmine$BMNR"


### Post #12 by @Badie912
> **Author:** Badie ([@Badie912](https://x.com/Badie912))  
> **Metrics:** 57 likes · 5 retweets · 5 comments · 2.0K views  

> **Posted:** 2026-08-03T12:55:34+00:00  


> **Source Link:** [https://x.com/Badie912/status/2084261898476753213](https://x.com/Badie912/status/2084261898476753213)  


> 
> "Week after week 
$bmnr
 executes. Bullish. We fly when 
$eth
 does.
@fundstrat
  @ykkz99
 @BitMNR
 

"This past week's 4.5 million buyback brings our total common equity repurchases to over 16 million common shares. This buyback remains the largest ever executed by any Ethereum,"


### Post #13 by @BTCtreasuries
> **Author:** BitcoinTreasuries.NET ([@BTCtreasuries](https://x.com/BTCtreasuries))  
> **Metrics:** 18 likes · 1 retweets · 1 comments · 1.9K views  

> **Posted:** 2026-08-03T17:35:25+00:00  


> **Source Link:** [https://x.com/BTCtreasuries/status/2084332324293124522](https://x.com/BTCtreasuries/status/2084332324293124522)  


> **Visual Note:** A close-up photograph of a man with dark hair and glasses, wearing a dark pinstripe suit, white shirt, and blue patterned tie, appearing on a television set.  

> 
> "JUST IN: Tom Lee's Bitmine 
$BMNR
 buys an additional 10,399 #Ethereum and now holds a total of 5.797 million ETH.

The 2nd-largest treasury company in the world after Strategy."


### Post #14 by @DecodeMarkets
> **Author:** Fernando Pertini ([@DecodeMarkets](https://x.com/DecodeMarkets))  
> **Metrics:** 6 likes · 2 retweets · 1 comments · 1.0K views  

> **Posted:** 2026-08-03T20:50:59+00:00  


> **Source Link:** [https://x.com/DecodeMarkets/status/2084381540599857544](https://x.com/DecodeMarkets/status/2084381540599857544)  


> **Visual Note:** This image displays ORBS Holdings & Key Metrics as of July 31, 2023, showing total holdings of $391M, cash & equivalents of $142M, and other key data points. The post's mention of "$391m portfolio" directly references the total holdings shown in the image.  

> 
> "$ORBS
 is 40% below $391m portfolio on 31.8m shares short (11.8% float)

$125M buyback authorized is 50% of mkt cap

Investor 
$BMNR
 bought back 16.1M shares in 3 straight weeks. BMNR chair 
@fundstrat
 sits on ORBS board

The fuse is set for a historic squeeze

Light it

Do your DD"


### Post #15 by @Coinvo
> **Author:** Coinvo ([@Coinvo](https://x.com/Coinvo))  
> **Metrics:** 7 likes · 0 retweets · 2 comments · 882 views  

> **Posted:** 2026-08-03T13:01:03+00:00  


> **Source Link:** [https://x.com/Coinvo/status/2084263277719130137](https://x.com/Coinvo/status/2084263277719130137)  


> **Visual Note:** The Ethereum cryptocurrency logo, a white geometric diamond shape on a blue background.  

> 
> "Tom Lee's 
$BMNR
 just bought another 10,399 
$ETH
 worth over $19 million."


### Post #16 by @BMNRTracker
> **Author:** BMNR MNAV Tracker ([@BMNRTracker](https://x.com/BMNRTracker))  
> **Metrics:** 24 likes · 1 retweets · 2 comments · 823 views  

> **Posted:** 2026-08-03T11:41:13+00:00  


> **Source Link:** [https://x.com/BMNRTracker/status/2084243186306723873](https://x.com/BMNRTracker/status/2084243186306723873)  


> 
> "$BMNR
MNAV = 0.90
NAV per share = $18.90
$BMNR
 $16.97
$ETH
 $1,842

Buybacks?"


### Post #17 by @YounghoYh_PARK
> **Author:** Frontier Bet ([@YounghoYh_PARK](https://x.com/YounghoYh_PARK))  
> **Metrics:** 4 likes · 0 retweets · 0 comments · 383 views  

> **Posted:** 2026-08-03T23:06:44+00:00  


> **Source Link:** [https://x.com/YounghoYh_PARK/status/2084415703663427676](https://x.com/YounghoYh_PARK/status/2084415703663427676)  


> **Visual Note:** A cryptocurrency trading chart for ETH/USDT on Binance, showing the Ethereum price at $1,858.46, down 1.12% (AvL 1,859.10), with a candlestick chart displaying a 24-hour range between $1,822.06 and $1,898.50.  

> 
> "어제 미국시장이 이렇게 강했는데..

클래러티 법안 때문에 또 유동성이 주식으로 간거야??

정말 답답하네요!
$ETH
 $BMNR"


### Post #18 by @GpaAndy
> **Author:** Andy the Jet ([@GpaAndy](https://x.com/GpaAndy))  
> **Metrics:** 16 likes · 0 retweets · 10 comments · 236 views  

> **Posted:** 2026-08-03T22:00:02+00:00  


> **Source Link:** [https://x.com/GpaAndy/status/2084398917081502074](https://x.com/GpaAndy/status/2084398917081502074)  


> **Visual Note:** Screenshot of the ARKHAM DEX analytics dashboard showing Bitfinex's portfolio with a balance of $910,757,989.27, displaying holdings across assets like ETH, LINK, stETHtETH, HEX, DMT, APT, and MKR along with a balance history chart.  

> 
> ".
@Strategy
 sold $105m of btc.
@BitMNR
 bought $19m of eth and repurchased ~$80m of bmnr.

the real race is crypto per share."


### Post #19 by @_pawtrader
> **Author:** パウ ([@_pawtrader](https://x.com/_pawtrader))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 59 views  

> **Posted:** 2026-08-03T16:02:20+00:00  


> **Source Link:** [https://x.com/_pawtrader/status/2084308897792164282](https://x.com/_pawtrader/status/2084308897792164282)  


> **Visual Note:** A TradingView mobile screenshot showing an article titled 'Ark Invest Rotates $43.5M Into Coinbase and Circle as Bullish and Bitmine Exit' from 99Bitcoins, dated 02:33 Aug 2.  

> 
> "コインベース決算の後の記事だけどキャシー姐さんはBITMINE投げてコインベースとサークル買い足したって。

取引所ビジネス閑古鳥だからこういうニュースも嬉しいですね。"


### Post #20 by @BlockzeitE
> **Author:** Blockzeit ([@BlockzeitE](https://x.com/BlockzeitE))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 11 views  

> **Posted:** 2026-08-03T18:52:15+00:00  


> **Source Link:** [https://x.com/BlockzeitE/status/2084351660407869699](https://x.com/BlockzeitE/status/2084351660407869699)  


> **Visual Note:** The image features a glowing "B BitMine" logo at the center, surrounded by swirling US dollar bills and silver Ethereum coins against a green-tinted cosmic background. It visually reinforces the accompanying post by symbolizing BitMine's recent $19.55 million Ethereum acquisition, blending imagery of traditional fiat currency with crypto tokens to represent the company's growing crypto treasury reserves.  

> 
> "BitMine Immersion Technologies ($BMNR) acquired roughly $19.55 million worth of Ethereum tokens over the past week, increasing its reserves to approximately 5.8 million ETH.

The company now controls more than 4.8% of Ether’s circulating supply.

Chairman Tom Lee expects the"




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*Generated by Context Pilot Social Intelligence Engine.*