BMNR vs. The Federal Reserve's Plan : Is Bitmine Building The Next Global Reserve Ledger?

BitMine Immersion ($BMNR) is quietly turning its balance sheet into a pure Ethereum engine, right as the US experiments with tokenized Treasuries and "Project Crypto" rules. This is the "Macro End Game" that nobody is discussing.

While retail investors argue about charts, the SEC just issued a historic "No-Action Letter" allowing the Depository Trust Company (DTC) to begin tokenizing US securities. This means the plumbing of the entire US Stock Market is moving on-chain. And what chain will it likely run on? Ethereum. And who owns 3.37% of the entire Ethereum supply and is building the compliant "MAVAN" validator network to process those transactions? BitMine Immersion.

In this video, we connect the dots between the Federal Reserve's latest "Tokenization" reports, the SEC's "Project Crypto" under Chair Paul Atkins, and BMNR's aggressive accumulation strategy. We argue that BMNR isn't just a stock—it is a "Private Central Bank" for the digital economy.

In this video, we breakdown:

The "Project Crypto" Timeline: Breaking down the SEC's new stance on digital assets and the "DTC" tokenization approval (Dec 11, 2025).

The "Gas" Problem: Why the US financial system needs massive amounts of ETH to operate a tokenized ledger—and why they might have to buy it from BMNR.

The MAVAN Moat: How BMNR's "Made in America" validators solve the national security risk of foreign-run nodes.

The "Reserve Asset" Thesis: Why holding 5% of the global ledger (ETH) makes BMNR a systemic player, not just a spectator.

Disclaimer: This video was created with the assistance of AI tools and is provided for informational and educational purposes only. I am not a licensed financial advisor, and nothing in this content should be considered financial advice. All investments involve risk.

#Tokenization #ProjectCrypto #BMNR #FederalReserve #Ethereum #RWA #USDebt #ReserveCurrency #BitMine #MacroEconomics