Data-driven insights on Digital Assets & US Equities. Connecting the dots: Macro ➡️ Tech Stocks ➡️ Crypto. Focused on: $ETH, $SOL, $BMNR, Institutional Flows.
Jul 7, 2025 • 5 tweets • 2 min read
1️⃣ Overview & Core Deal
A Paradigm Shift for @BitMNR . A thread on its $250M pivot to an #Ethereum treasury, backed by a powerhouse syndicate. $BMNR
We break down the core deal data, the ~92% dilution of legacy shareholders, and the strategic endgame for its original mining business.
2️⃣ The Architects & Equity Analysis
Meet the architects behind the $BMNR transformation.
A deep dive into the all-star syndicate ft. @PanteraCapital, @foundersfund, & lead investor MOZAYYX (advised by Cantor Fitzgerald). Plus, a detailed breakdown of the equity transactions that fueled the pivot.
Mar 18, 2025 • 6 tweets • 4 min read
🔵 Inversion: Building the "Berkshire of On-Chain" for Crypto Adoption
As @santiagoroel declares, “My singular focus is to create an onboarding acquisition channel for the next 100, 200, 500 million users that will come onchain,” Inversion is redefining how traditional businesses adopt crypto at scale, leveraging its @avax -based blockchain and visionary leadership.
❇️ Project Background: Berkshire on-Chain
Launched in 2024, @inversion_cap pioneers a crypto-native private equity strategy, dubbed “Berkshire on-Chain,” inspired by @WarrenBuffett Berkshire Hathaway model. Rather than focusing on speculative assets, Inversion acquires traditional businesses with strong customer bases and established networks, replacing their outdated infrastructure with blockchain technology.
By integrating these companies onto its Avalanche Layer 1 blockchain, Inversion drives real-world economic activity on-chain, enhancing efficiency and affordability. Its mission is to position crypto as a foundational technology for global commerce, transforming industries like finance, supply chain, and media without requiring end-users to engage directly with crypto complexities.