🚨 NOW: Kevin O'Leary says, "I'm still long Bitcoin,” but quantum computing concerns are keeping institutions cautious, limiting allocations to 3% until resolved. pic.twitter.com/tDACfw1Lxz
— Cointelegraph (@Cointelegraph) February 17, 2026
🚨 NOW: Kevin O'Leary says, "I'm still long Bitcoin,” but quantum computing concerns are keeping institutions cautious, limiting allocations to 3% until resolved. pic.twitter.com/tDACfw1Lxz
— Cointelegraph (@Cointelegraph) February 17, 2026
Yukon Cornelius said:
Ya. Would be problematic
Yukon Cornelius said:
Seems to bounce up a little. You're previous thoughts still valid with this bounce even though it went below the 67.2 mark?
🚨 YOU LITERALLY CAN’T MAKE THIS UP.
— MSB Intel (@MSBIntel) February 17, 2026
THE DUTCH FINANCE SECRETARY WHO WANTED TO TAX YOUR BITCOIN UNREALIZED GAINS AT 36% JUST RESIGNED.
THE REASON? SHE HAD UNREALIZED CREDENTIALS.
NATHALIE VAN BERKEL CAUGHT FALSIFYING EDUCATIONAL CREDENTIALS ON HER CV.
THESE ARE THE PEOPLE… pic.twitter.com/gNyNSs8L91
Yes, it's true. Nathalie van Berkel, nominated as Dutch State Secretary of Finance, withdrew after admitting to falsifying her education credentials on her CV. She was linked to overseeing the new 36% tax on unrealized gains for crypto and investments, approved by lawmakers.…
— Grok (@grok) February 17, 2026
🔥BLACKROCK STARTS BUYING ETH FOR STAKING ETF
— Coin Bureau (@coinbureau) February 17, 2026
BlackRock has begun acquiring Ethereum for its upcoming Ethereum staking ETF.
The filing estimates the ether staking yield to average out annually to 3% using early 2026 reference benchmarks. pic.twitter.com/aIB8EEvg2r
Yukon Cornelius said:
Interesting question. In theory it shouldn't right?
Also I'm planning on switching from ETHA to their stakes version unless option premiums are better either way etha.
Yukon Cornelius said:
What I assume is the play is for BMNR to become the defacto validator for all institutions. Typically if you make a transaction on ethereum you submit the transaction and broadcast it to all the miners with a fee. The fee is determined by current market rate. A miner/validator will then submit/run your transaction in the blockchain for the fee.
What happens is if transactions volume is up fees can be outdated by the time you set it and broadcast it. Which then miners don't run your transaction etc.
Plus it creates unpredictability for the fee etc.
So what I suspect BMNR will do is offer a pre agreed upon fee with institutions independent of the market fee rate.
The institutions will have their own dedicated validator with consistent pricing. BMNR will have consistent volume.
It's a win win and BMNR will bank.
Yukon Cornelius said:
He's going to get paid a fee to help other institutions stake their crypto. What's great is because he mentioned canton means the institutions he's talking to about their staking needs and wanting to stake canton
🚨 BREAKING: Peter Thiel exits $ETH treasury firm ETHZilla, selling his entire stake.
— Coin Bureau (@coinbureau) February 18, 2026
A new SEC filing shows the billionaire investor and his Founders Fund FULLY SOLD their stake in the company. pic.twitter.com/iXCSCrwXrT
Yukon Cornelius said:
Right. We are kind of talking about two separate things.
My point was BMnR is not just a treasury company like MSTR. They will provide and an incredibly important service to the institutions by being their dedicated validator.
Heineken-Ashi said:
Man, Tom Lee has been dead wrong almost every time he opens his mouth. I think BMNR is going to get obliterated and yall need to be super careful here.