Ethereum is where tokenised dollars settle, it pays whoever secures it, and its float locks away as it is used — while policy quietly penalises anyone holding the currency instead. BitMine Immersion owns 4.8% of all ether and collects 12.1% of everything the network pays out.
I hold a concentrated long position in BMNR. It is the largest position I own, and the full detail is disclosed on the thesis page.