@bitcoinbutcher1 ₿itcoin ₿utcher 🥩 🐑 🐷

₿itcoin ₿utcher's recent activity focuses on $IREN and $CIFR, companies involved in Bitcoin mining and HPC (High-Performance Computing). The discussion centers around their potential for growth, partnerships, and value proposition, particularly after $WULF signed a deal with $GOOGL, which may indicate a positive trend for the industry. These companies seem to be gaining attention from hyperscalers and investors.

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• [--] Year [-----] +1,505%

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Social Influence

Social category influence stocks 69.8% finance 25.5% cryptocurrencies 16.11% technology brands 15.44% financial services #1815 fashion brands 2.68% exchanges 2.68% countries 0.67%

Social topic influence $iren #30, $cifr 20.13%, iren #191, $btc #3134, space 10.07%, ai 9.4%, goldman sachs #243, in the 7.38%, $msft 7.38%, end of 6.71%

Top accounts mentioned or mentioned by @mikealfred @danroberts0101 @rftylerpage @fransbakker9812 @ericjackson @jiahanjimliu @ukharvey @thekamahsutra @goldmansachs @litigiousdulce @thebtcminingguy @vivek4real @fundstrat @grok @brianfry01 @fluidstack @anthropicai @spoonkidnapper @bagelc47 @hashoveride

Top assets mentioned Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Goldman Sachs (GS) Microsoft Corp. (MSFT) Metadium (META) NVIDIA Corp. (NVDA) Bitfarms Ltd. (BITF) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) TeraWulf Inc. (WULF) SPDR S&P [---] ETF Trust (SPY) CoreWeave, Inc (CRWV) Core Scientific, Inc. Common Stock (CORZ) Oracle Corporation (ORCL) MARA Holdings, Inc. (MARA) Lululemon Athletica Inc (LULU)

Top Social Posts

Top posts by engagements in the last [--] hours

"Join @closenberger and the gang Martket Talk: Open Mic -- Take [--] https://t.co/XthspjYZmo Martket Talk: Open Mic -- Take [--] https://t.co/XthspjYZmo"
X Link 2026-02-14T00:11Z [----] followers, [----] engagements

"@What06466418 @FransBakker9812 I missed it. Whats the TLDR"
X Link 2026-02-15T22:29Z [----] followers, [--] engagements

"https://x.com/i/spaces/1gqxvrzzqmQxB https://x.com/i/spaces/1gqxvrzzqmQxB"
X Link 2025-09-15T00:58Z [----] followers, 44.7K engagements

"We may have broken an $iren Sunday Night Record this evening and went almost [--] hours Skip to 3:02 if you dont want to listen to Seven Nation Army by The White Stripes. Please like comment or retweet to get our message amplified. See you next week Special thanks to the speakers: @TheKamaHsutra @FransBakker9812 @nanotitan28 @ElKaparis1 @TraderSaint_ @mikealfred @cantonmeow @GideonOPowell @austinhodly Pharma couldnt find handle and its [--] AM https://t.co/QSJb85irQH https://t.co/QSJb85irQH"
X Link 2025-09-15T04:53Z [----] followers, 15.9K engagements

"$iren / [----] YE Price Target / $230 per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions. Overview Like most of us I am not yet retired and continue to work at my familys third generation butcher shop in downtown Detroit. To say last week did not test the stomach of even the most experienced investors would be an understatement as the price volatility of $iren demonstrated the range of market sentiment from the highs of $74 mid week to the lows of $57 as market makers shook the trees"
X Link 2025-10-19T12:19Z [----] followers, 220.8K engagements

"There are two types of people: 1) Those who are worried about appearing successful 2) Those who are worried about being successful The sooner you recognize who you are the better"
X Link 2026-02-01T22:40Z [----] followers, [----] engagements

"$iren Bare Metal + AI Factory 🏭 After listening to @FransBakker9812 hosted space from last night it's becoming more clear to me that $iren is further along in its transition to AI Factory predicted by @brianfry01 than I anticipated. In a recent post @jiahanjimliu broke down the nature of margin capture for neoclouds and large enterprises that circumvent Azure GCP and AWS: "However the true unlock comes from how ORCL achieved higher topline for bare metal GPUs. You see OpenAI Palantir Tiktok all use ORCL bare metal GPUs (1) and it's not because ORCL is better than MSFT AWS or GCP. It's"
X Link 2026-02-10T04:20Z [----] followers, [----] engagements

"RT @mattshumer_: http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"
X Link 2026-02-11T16:41Z [----] followers, 26.3K engagements

"As a follow up to earlier @ResearchVa passed along to show the @GoldmanSachs estimate on $iren passive flows from index inclusion $433m of estimated passive inflows into the 👸 The same bank told you the company is worth [--] You can take it from here NFA"
X Link 2026-02-11T22:45Z [----] followers, [----] engagements

"https://x.com/i/spaces/1ynKOMMjMrZJR https://x.com/i/spaces/1ynKOMMjMrZJR"
X Link 2026-02-16T01:59Z [----] followers, 16.3K engagements

"MSCI Index Inclusion + $iren Deal Announcement = Share Price 📈🤯 leading to $qqq inclusion Warning: Informed Speculation NFA Here's some additional research on $iren being included in MSCI Global Small Cap Index announced yesterday on February 10: "The rebalancing (when the addition becomes effective meaning the stock is officially added to the index and passive funds / ETFs tracking it starts adjusting their holdings) takes places as of the close of February [--] 2026." (Gemini) "Impact on Volume: Investors should expect a massive spike in trading volume on that day. During previous quarterly"
X Link 2026-02-11T14:19Z [----] followers, 22.1K engagements

"@TheTechInvest The institutions are topping off before Q2 earnings 🤯"
X Link 2026-02-15T15:33Z [----] followers, [----] engagements

"Set a reminder for my upcoming Space https://x.com/i/spaces/1ynKOMMjMrZJR https://x.com/i/spaces/1ynKOMMjMrZJR"
X Link 2026-02-15T15:39Z [----] followers, 11.8K engagements

"Higher unemployment than reported along with lowest CPI since [----] at 2.4% Rate cuts are coming NFA JUST IN: US job numbers for [----] revised down by [--] million largest in decades JUST IN: US job numbers for [----] revised down by [--] million largest in decades"
X Link 2026-02-15T23:11Z [----] followers, [----] engagements

"$iren Order of Operations for a Path Forward Most of us reading this want $iren to be a $100B company tomorrow with pleas to management of Wen deal but take a step back and realize that perceived lack of urgency fails to acknowledge the work thats being done in the background to prepare $iren to properly scale and deliver on its promises. Sequence matters. Plenty of startups had great ideas but they failed because due to incorrect prioritization. As kids most of us learned the laws of mathematics known as the order of operations. My grade schoolteachers hammered PEMDAS into our heads. () * /"
X Link 2026-02-15T23:44Z [----] followers, 20K engagements

"@_Sgr_A_Star At second look I understand your point and its valid to assume contracted meant installed with time lag associated with delivery and burn prior to revenue. Thanks for the note"
X Link 2026-02-16T01:23Z [----] followers, [---] engagements

"If you missed us tonight @FransBakker9812 brought the usual 🔥 and @marblesats gave us some industry insight to close Markets are closed tomorrow but $iren fights on Recording 🔗 👇 https://t.co/R6KEe4fVQT https://t.co/R6KEe4fVQT"
X Link 2026-02-16T03:52Z [----] followers, 10.5K engagements

"#cifr #goog @rftylerpage"
X Link 2025-09-25T10:28Z [----] followers, 80.7K engagements

"Horizon 5-10 will 2x ARR $iren As a follow up to @FransBakker9812 [----] wish I wanted to show a snap shot of the potential revenue pickup upon signing a new IAAS deal for [---] MW remaining in Childress. @danroberts0101 previously guided for $3.4B of revenue comprised of $1.9B for the $msft deal along with $1.5B for Ive highlighted scenarios 👇 that show the inflection point at which H5 can double $iren ARR by showing the necessary increases in GPU count per MW and Rental Rate Per GPU. Given the relative underutilization of space for H1-H4 as well as the prepayment from $msft the likelihood of"
X Link 2025-12-30T16:03Z [----] followers, 40.8K engagements

"Who bought the $asst dip Back under $1 you know the rules. $btc"
X Link 2026-01-13T17:38Z [----] followers, 16.3K engagements

"A world gone digital needs data centers for multiple compute use cases and $iren remains true to its original mission Right now AI is the flavor of the month but to say its the end all is not a foregone conclusion. $btc ⛏ while designed to become more expensive over time could still become marginally more profitable than AI even if appears unlikely and new use cases may emerge What gets 🔌 in the ⚡ does not matter. Having control of the infrastructure and maintaining the optionality to monetize as you see fit makes $iren riskier but also more rewarding than colocation counterparts that avoid"
X Link 2026-01-18T19:03Z [----] followers, [----] engagements

"Not dilutive Think of a senior secured note as a loan where $cifr is most likely pledging the data center as collateral and/or lease payments from @awscloud Again this is not a convertible note and there is no equity conversion attached. Just a [--] year loan to be paid back to the note holders. Im look specifically at the [--] year treasury aka risk free rate at 3.84% Can @rftylerpage get the loan under 6% for roughly a 2% risk premium #cifr @rftylerpage Just executing and gearing up for the next [---] MW of leases Fortunately or unfortunately price dictates sentiment but the reality is $cifr keeps"
X Link 2026-02-03T15:10Z [----] followers, 12.3K engagements

"I like to visit the 🐻 case and sharpen the ⚔ There are multiple areas where @gnoble79 and are closer to agreeing than disagreeing like 1) GPU margin compression via Trainium and TPUs 2) Flawed outputs of LLM But to say AI is a failure does not take into consideration the successful use cases such as $meta enhancement of productivity amongst its employees as well as enhanced margins via better recommendation with the help of AI or $pltr profits stemming primarily from use by Department of Defense @OpenAI and @AnthropicAI clearly lose money as seen by their needs for additional rounds but"
X Link 2026-02-04T00:12Z [----] followers, [----] engagements

"$cifr @rftylerpage *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk"
X Link 2026-02-04T13:49Z [----] followers, 10.4K engagements

"Recap: Institutional investors could have used 13b of capital to invest for a 3.833% return deemed risk free due to backing by Instead that $13b oversubscribed the $2b bond offering by @rftylerpage $cifr for the Black Pearl site backed by @awscloud for 6.125% So for 2.3% risk premium institutions are funding a 🫧 https://twitter.com/i/web/status/2019147179193938288 https://twitter.com/i/web/status/2019147179193938288"
X Link 2026-02-04T20:32Z [----] followers, [----] engagements

"Remember $iren December equity offering details 👇 Institutions want shares for +-40/share Bottom is near Ask yourself if $cifr debt and $googl cap ex support the 🫧 thesis Pair that with progress and future deals at Horizon and Sweetwater Our time is coming"
X Link 2026-02-05T13:42Z [----] followers, 13K engagements

"@bdinvestingg Thats an opportunity if @danroberts0101 @mikealfred explain they will unplug the ASICs upon Horizon [--] signing and not look back at $btc without sacrificing the cash flow being generated in the interim"
X Link 2026-02-05T18:41Z [----] followers, [----] engagements

"Story as old as time. $btc [--]. Create FUD narratives [--]. Drive down price causing liquidations via short selling [--]. Acquire asset on the cheap and cover short [--]. Raise price 🎯 https://finance.yahoo.com/news/jpmorgan-says-bitcoin-could-reach-190708601.html https://finance.yahoo.com/news/jpmorgan-says-bitcoin-could-reach-190708601.html"
X Link 2026-02-06T14:40Z [----] followers, [----] engagements

"Taking a moment to listen to the call a second time this weekend but @XCapitalMgmt is a good primer. My attention will likely focus on where $iren will go next. Yesterday showed the power of emotion. Hope everyone takes a step back and remembers why they chose to invest and in $iren specifically. $IREN earnings: *How's Demand Strongest to-date. All the hypers raised capex guidance beyond expectations. *How's Price Action Brutal. Market wanted deal market didn't get deal price got cracked. Bought more after hours last night. *How Are The Fundamentals Better than https://t.co/T7kb4Ng7Sb $IREN"
X Link 2026-02-06T18:40Z [----] followers, 10.6K engagements

"Check out what @unaibld sent me 👇 for $iren The yellow mark shows a similar reversal pattern potentially forming before the move from $14 to $76 over the summer if we hold the close Management keeps methodically moving $iren forward each day and we will soon get the deal we desire at Horizon [--] and Sweetwater [--] https://twitter.com/i/web/status/2019872791999439349 https://twitter.com/i/web/status/2019872791999439349"
X Link 2026-02-06T20:36Z [----] followers, [----] engagements

"From his post $IREN TA thoughts The market has respected the structural support at $39.70 both on the daily and weekly charts. This week $49.30 was decisively broken triggering a bearish cascade and liquidations that have pushed IREN into clearly depressed and arguably irrational https://t.co/zGYTUq7kfY $IREN TA thoughts The market has respected the structural support at $39.70 both on the daily and weekly charts. This week $49.30 was decisively broken triggering a bearish cascade and liquidations that have pushed IREN into clearly depressed and arguably irrational https://t.co/zGYTUq7kfY"
X Link 2026-02-06T21:44Z [----] followers, [----] engagements

"@jiahanjimliu brings more alpha 👇 Air cooled DCs remember offer lower retrofit cost per MW to convert the work flows to inference. This savings in cap ex will help $iren scale faster but also helps @AnthropicAI or any other enterprise get to market faster. Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to me that Dan is very ambitions in Speculative Post $IREN: Earnings Call Transcript Notes Some other people"
X Link 2026-02-07T11:33Z [----] followers, [----] engagements

"@jiahanjimliu @danroberts0101 $iren flywheel accelerates via lower retrofit cap ex costs and lower GPU costs while maintaining flexibility to eventually demolish sites for liquid cooling and Rubin In the interim it addresses the markets skepticism on ability to monetize pipeline and convert to AI cash flow"
X Link 2026-02-07T13:09Z [----] followers, [----] engagements

"No commentary from @danroberts0101 on GPUs installed. Im willing to bet the $msft relationship and overall demand will help $iren outperform guidance at Prince George via higher rental hours @MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the long run. Achieving 0.4B ARR well before the end of this Q was very impressive. @MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the"
X Link 2026-02-07T13:11Z [----] followers, 10.6K engagements

"@Atzaran3 @danroberts0101 $nvda needs to start prioritizing $iren capacity"
X Link 2026-02-07T13:56Z [----] followers, [---] engagements

"Ill put up the $iren community against any retail community in the 🌎 Another gem 👇 https://open.substack.com/pub/leoinai/p/iren-is-quietly-building-a-categoryr=8afua&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/leoinai/p/iren-is-quietly-building-a-categoryr=8afua&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-08T00:55Z [----] followers, 18.6K engagements

"@__d_1ggin follow"
X Link 2026-02-08T01:07Z [----] followers, [----] engagements

"Did you read the work of @jiahanjimliu @__d_1ggin Feels unlikely. Is what youre providing really insight To say $iren is broke right now after showing a cash balance of over $3B and securing 3.6B of GPU financing under 6% shows negligence and/or financial illiteracy. Rather than cling to $iren for relevance make an objective criticism of our research as opposed to following share price like a 🐑 Your choice. Be better"
X Link 2026-02-08T11:39Z [----] followers, [----] engagements

"Im unable to attend due family commitments this week but will be listening to this on my drive to work tomorrow. The skeptics say $iren cant while we know they will. @danroberts0101 is creating a monster with @marblesats @jiahanjimliu @__d_1ggin putting the puzzle pieces together for your alpha and entertainment. See everyone next week $IREN Weekly Space 2/8/2026 @ 9PM ET We don't do Super Bowl but it will be recorded. See you at 9PM ET. We will talk about IREN's software plans ERCOT batch [--] for undisclosed sites + open mic. Alpha guaranteed. RSVP: https://t.co/cQEa2NGJmY"
X Link 2026-02-08T15:07Z [----] followers, [----] engagements

"@Jake__Wujastyk As fast as they go down they can rebound as shorts cover and people remember that sound money matters"
X Link 2026-02-08T15:18Z [----] followers, [---] engagements

"@minnus @moninvestor @ilzmcfly @midascabal @TheRonnieVShow @FransBakker9812 @TheRayMyers @CKCapitalxx @SylentTrade @XCapitalMgmt @marksotoges @DrNHJ Colo EBITDA margins from $cifr $wulf projected to be 80-85% Also think Colo split of [--] is unlikely if we can finance GPUs"
X Link 2026-02-09T03:30Z [----] followers, [---] engagements

"https://x.com/i/spaces/1jMKgRkWOrWxL https://x.com/i/spaces/1jMKgRkWOrWxL"
X Link 2026-02-09T11:37Z [----] followers, [----] engagements

"@rftylerpage On the $iren earnings call @danroberts0101 brought attention to the need for time to DC versus time to power in the markets and emphasized the interest in air cooled DCs You previously mentioned your cap ex expectations for Black Pearl air cooled DCs to be in line with liquid cooled cap ex after @awscloud but does an air cooled DC get constructed quicker Also can you comment if your team has the ability to run B200 or B300 GPUs in your air cooled DCs or if clients can use TPUs or Trainiums Congrats on the @MorganStanley upgrade https://twitter.com/i/web/status/2020901266205909257"
X Link 2026-02-09T16:43Z [----] followers, [----] engagements

"@McnallieM @cazenove_uk can you address this DC air cooled vs liquid cool nuance in your upcoming interview with Kent Draper"
X Link 2026-02-09T16:51Z [----] followers, [----] engagements

"👀those $iren @AnthropicAI rumors might not be so far fetched afterall @DarioAmodei 🤝 @danroberts0101 @mikealfred We will throw in the Kubernetes on that bare metal for the right price and scale to the 🌙 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by"
X Link 2026-02-09T17:23Z [----] followers, 19.8K engagements

"@midascabal After @MorganStanley upgrade that might be awhile. Also consider $cifr trading just above the fair value of Black Pearl and Barber Lake sites"
X Link 2026-02-10T01:04Z [----] followers, [----] engagements

"@Umbisam 🤣I hope he sees this comment I've never seen someone so sure of themselves be so wrong about a company $mara"
X Link 2026-02-10T01:06Z [----] followers, [----] engagements

"@BagelC47 @MarkosAAIG Yes but were speaking about using GPUs with higher rack densities that likely get too hot to be feasible"
X Link 2026-02-10T01:56Z [----] followers, [---] engagements

"@jiahanjimliu any thoughts. Im pretty sure any $cifr $wulf colocation deal would ultimately funnel through @fluidstack via IAAS My best guess is @AnthropicAI would prefer to not carry the tech risk of prior generations of chips and can focus in on their software that layers on top of Kubernetes https://twitter.com/i/web/status/2021300780641419749 https://twitter.com/i/web/status/2021300780641419749"
X Link 2026-02-10T19:10Z [----] followers, [---] engagements

"@jiahanjimliu @bourneonthecob @AvivArazi @fluidstack @AnthropicAI Right but the question is in your opinion why not buy the GPUs and my guess is @AnthropicAI doesnt have the DC team members to execute GPU implementation and layout and needs @fluidstack @awscloud or @IREN_Ltd to compensate for that human capital void"
X Link 2026-02-10T19:42Z [----] followers, [---] engagements

"So @GoldmanSachs underwrote $iren convertible notes in December and grew their position after seeing behind the curtain. The downgrade in 🎯 from [--] to [--] is noise. Truth is they are likely buying more near the direct equity offering price of $41 for their clients before a new deal results in an upgrade where they benefit from the increased interest. Follow the money. Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits eh What would they know that Dipshit Danny on X who"
X Link 2026-02-10T22:38Z [----] followers, 27.1K engagements

"@tennant_n @GoldmanSachs Same old games to mess with retail before the truth comes out"
X Link 2026-02-10T22:45Z [----] followers, [---] engagements

"@navajav5227 @GoldmanSachs Thats the goal. Bleed out the impatient (including me)"
X Link 2026-02-10T22:50Z [----] followers, [--] engagements

"@PDPhilaPhil @GoldmanSachs Negligence or ill intent; your choice"
X Link 2026-02-10T22:59Z [----] followers, [---] engagements

"@RetardBagFinder @GoldmanSachs Look at the change of share count between November [--] and December [--] when share price bottomed at [--] on December [--] Yes they represent high net worth individuals but the timing with the direct equity offering is worh the question"
X Link 2026-02-10T23:02Z [----] followers, [---] engagements

"@dylan_teeter @GoldmanSachs"
X Link 2026-02-10T23:05Z [----] followers, [---] engagements

"@JonahLupton @GoldmanSachs"
X Link 2026-02-10T23:33Z [----] followers, [---] engagements

"@tjones0178 @GoldmanSachs I dont get mad anymore. Just point out the hypocrisy and buy more"
X Link 2026-02-10T23:34Z [----] followers, [---] engagements

"Good news for $iren Index inclusions = rebalancing Rebalancing represents shares of $iren being bought in the open market be included as part of the index Look for additional buying pressure here in the next few weeks as people either front run or for the actual rebalancing @MikePowerX any guidance on $spy or $qqq $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG"
X Link 2026-02-11T13:06Z [----] followers, 18K engagements

"$iren @EvolamTrades Cliff Notes: +-8.2 Enterprise Value / EBITDA based on current share price At a high level Enterprise Values is the total value of the company represented by sum of the debt (money borrowed) and equity (money invested) Heres what $iren can do to increase ARR and the multiple to increase EV and ultimately share price: 1) Deliver $msft flawlessly and expand multiple via execution risk upgrade 2) Continue executing shareholder accretive financing like $3.6B below 6% to address market concerns of financing IAAS expanding multiple further 3) Sign Horizon 5-10 to expand ARR but"
X Link 2026-02-11T16:24Z [----] followers, [----] engagements

"@othrwrldsthnths Not inside information merely speculation based on fact patterns identified"
X Link 2026-02-11T16:45Z [----] followers, [---] engagements

"Good stuff @JoshInvestsAI 👇 Check out #3 and you will begin to understand the $iren opportunity. If ERCOT validates the company via Batch Zero while subsequently invalidating spreadsheet pipelines of the competition the ⚡ crunch gets more intense and $iren will secure better terms for SW and H5-10 $IREN Q2 [----] Earnings - Going into these earnings I was looking for a few answers to critical questions I had. I was really happy with the call and felt like management answered them really well. 1) How will they finance the remaining CapEx for the MSFT deal "So with the $IREN Q2 [----] Earnings -"
X Link 2026-02-11T17:00Z [----] followers, [----] engagements

"@warai_ein @ResearchVa @GoldmanSachs With a little help from my friend @ResearchVa"
X Link 2026-02-12T00:21Z [----] followers, [---] engagements

"@IrenSoFarAway @ResearchVa @GoldmanSachs"
X Link 2026-02-12T00:48Z [----] followers, [---] engagements

"@tennant_n @ResearchVa @GoldmanSachs Theres two pieces 1) rebalancing 2) passive bid for as long as $iren qualifies"
X Link 2026-02-12T01:38Z [----] followers, [---] engagements

"@pete_rizzo_ Sell me on why @binance is good for crypto. All I hear is how they screw their clients by trading against their order flow"
X Link 2026-02-12T01:55Z [----] followers, [---] engagements

"@mikealfred Watch the recovery tomorrow after inflation is neutral or lower than expected. Everything being priced for end of the world"
X Link 2026-02-12T17:12Z [----] followers, [----] engagements

"@Vivek4real_ @fundstrat has plenty to be proud of but I think hes doing a disservice to his reputation by continually saying we will go to [---] in a month"
X Link 2026-02-12T18:09Z [----] followers, [----] engagements

"$btc is the most hated asset right now which makes it attractive The Fear and Greed Index is currently showing levels of fear higher than: March [----] June [----] November [----] August [----] April [----] This is where winners are born. https://t.co/ubZV59dv1m The Fear and Greed Index is currently showing levels of fear higher than: March [----] June [----] November [----] August [----] April [----] This is where winners are born. https://t.co/ubZV59dv1m"
X Link 2026-02-12T19:21Z [----] followers, [----] engagements

"@UKHarvey @Vivek4real_ @fundstrat I think long term we see $400k but after a 50% drawdown I see no signs of a supply shock to support your position"
X Link 2026-02-13T01:04Z [----] followers, [--] engagements

"@UKHarvey @Vivek4real_ @fundstrat Please indulge me on your price target and date and we can track it as gentleman Can admit when Im wrong"
X Link 2026-02-13T01:10Z [----] followers, [--] engagements

"@UKHarvey @Vivek4real_ @fundstrat Well aware of the finite supply Harvey and do not understand the hostility There are plenty of legacy miners and treasury companies that cannot survive with this spot price You make it sound like I dont want it to happen"
X Link 2026-02-13T01:13Z [----] followers, [--] engagements

"@UKHarvey @Vivek4real_ @fundstrat How about 200k by end of June @RemindMe_OfThis"
X Link 2026-02-13T01:14Z [----] followers, [--] engagements

"@UKHarvey @Vivek4real_ @fundstrat For your reference $mara $hut $clsk $riot all pivoting to AI currently and will likely offload treasuries over time to fund their cap ex"
X Link 2026-02-13T01:22Z [----] followers, [---] engagements

"@UKHarvey @Vivek4real_ @fundstrat @RemindMe_OfThis Guess Ill find out"
X Link 2026-02-13T01:24Z [----] followers, [--] engagements

"@UKHarvey this shows how bearish I am on $btc"
X Link 2026-02-13T01:36Z [----] followers, [---] engagements

"@Jake__Wujastyk After CPI I dont understand the positioning by most people The Fed is behind the curve"
X Link 2026-02-13T18:09Z [----] followers, [----] engagements

"@tennant_n @Jake__Wujastyk Hedging and rotation or sitting in cash a little different in severity"
X Link 2026-02-13T22:13Z [----] followers, [--] engagements

"@SteveUrkelDude Look at $coin That felt like crypto bottoming signal"
X Link 2026-02-13T22:57Z [----] followers, [---] engagements

"@RetardBagFinder @TheTechInvest May disregard my non-adherence to their fiscal calendar"
X Link 2026-02-15T21:11Z [----] followers, [--] engagements

"@SpoonKidnapper @chad_ventures I honestly think this market cares more about pricing in future cuts than reacting to backward data beyond a few days"
X Link 2026-02-15T23:18Z [----] followers, [--] engagements

"@Bitcoin_4life Nature is healing"
X Link 2026-02-16T03:59Z [----] followers, [---] engagements

"Unit Bias in Real Time Current Market Caps $iren $4B $cifr $2.2B $xrp $194B $doge $36.7B $fart $1.4B Two of these companies are using proof of work to change the 🌎 via $btc and AI The next [--] are marketing schemes that cater to unsophisticated investors and traders ⚠ XRP is an IQ test and a lot of people are failing. XRP is an IQ test and a lot of people are failing"
X Link 2025-07-28T02:59Z [----] followers, 25.1K engagements

"$cifr December [----] 🎯 $33/share I ran a scenario for a year end 🎯 at the request of @XCapitalMgmt with the following changes: - Excluded Stingray Reveille Mikeska Milsing and McLennan from analysis and assumed no value to be conservative - updated $btc price to $200000 for 🐂 run scenario - updated block reward to current [-----] - updated network hash rate to [----] EH - updated power cost to 33k - minimal dilution going into year end with unlikely purchase of ASICs This not only shows the impact of Barber Lake and Black Pearl HPC but my key takeaway is how this is a great time to be a ⛏"
X Link 2025-08-12T21:54Z [----] followers, 60.3K engagements

"$iren 🤝 $meta in Q4 [----] My prior post referenced the 200kW density racks coming online that address 180kW and 💧 cooling needs of $meta along with an energized site available in Q4 with Horizon [--]. This could be the dark horse tenant that will gobble up [---] mw from $iren ASIC (Application Specific Integrates Circuits) replace $nvda GPUs for specialized tasks. Think a massive company with scale doing the same thing over and over. Without further research assuming these ASICs from $amd $intc will be more cost effective to scale fleet for $meta without compromising performance Now consider the"
X Link 2025-08-17T11:37Z [----] followers, 20.1K engagements

"I may have stumbled into a hyperscaler $iren Heres a truth bomb that most investors will miss until its too late: IREN isnt just working on partnerships with hyperscalers on a project by project basis. Its also quietly and organically growing in to a hyperscaler itself. Heres a truth bomb that most investors will miss until its too late: IREN isnt just working on partnerships with hyperscalers on a project by project basis. Its also quietly and organically growing in to a hyperscaler itself"
X Link 2025-09-22T12:40Z [----] followers, 22.4K engagements

"$iren Dont fear the convert All @danroberts0101 @mikealfred properly released AH to give time for market to digest. Details to follow but Im expecting delta hedging the next day or two as theres a motivation to hold down share price for a better conversion rate. This will likely be oversubscribed to $1B with 0-1% interest and a capped call that will protect shareholders from diluting and essentially create the option to pay back via cash or shares at 2x todays share price. The $1B is roughly 20k GPUs which aligns with plan to expand This is all educated speculation with more clarity to follow"
X Link 2025-10-07T20:55Z [----] followers, 23K engagements

"🚨 Sunday Night Spaces $iren 🚨 Sunday October [--] 9:00 PM EST Invite to follow. Mark it. Alpha Team: assemble @FransBakker9812 @TheKamaHsutra @litigious_dulce"
X Link 2025-10-11T20:32Z [----] followers, [----] engagements

"$iren 11/6 Earnings Week Wish List 1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon [--] 2) 23k GPUs previously purchased all contracted with ARR of $300m 3) Additional GPU purchases with guidance for 100k operating by end of [----] 4) Expansion of Prince George and Mackenzie by additional [--] MW 5) More details on $nvda relationship 6) Plans for SW [--] 7) Update on development pipeline 8) Analyst coverage by $gs $c Special thanks to @roberto45580514 @willweathersby for their contributions"
X Link 2025-10-30T02:16Z [----] followers, 36.6K engagements

"Lets have an $iren job fair the day after earnings for a site without a grid connection according to the experts Got to wonder what $IREN are unable to tell prospective job applicants prior to next Thursdays (Nov 6) earnings release which they will be able to disclose the following day (Nov 7) when IREN hosts a jobfair on Friday for their 1+GW Sweetwater Texas ai super factory site 🤔 https://t.co/ER38UdsMtJ Got to wonder what $IREN are unable to tell prospective job applicants prior to next Thursdays (Nov 6) earnings release which they will be able to disclose the following day (Nov 7) when"
X Link 2025-10-30T18:12Z [----] followers, 28.5K engagements

"🚨 $iren Sunday Night Space 🚨 We definitely need to talk about $corz $crwv @penny_ether Looking forward to it @FransBakker9812 @FransBakker9812 @mikealfred Yes I will join you this Sunday night but I can't promise to only talk about $IREN. @FransBakker9812 @mikealfred Yes I will join you this Sunday night but I can't promise to only talk about $IREN"
X Link 2025-10-31T15:30Z [----] followers, 12.6K engagements

"Just remember this weekend that there are no coincidences. Any short with a 🧠 will consider covering going into close and watch the AH activity. Expecting big things from @rftylerpage on Monday $cifr Good morning from Ann Arbornever noticed this restaurant before.there are no coincidences. $CIFR https://t.co/CV7QkkcFsp Good morning from Ann Arbornever noticed this restaurant before.there are no coincidences. $CIFR https://t.co/CV7QkkcFsp"
X Link 2025-10-31T17:59Z [----] followers, 34.3K engagements

"Weve seen this movie before. Stimulus checks dividends all end up in risk assets. New Fed chair next year brings more dovish policy with QT ending in December. Midterms are [--] year out and the political class on both sides of the aisle are positioning. A deal for reopening will happen this week because neither party can bear responsibility for Thanksgiving travel or SNAP going into an election year. Dont hate the players just play the game. TRUMP: A dividend of at least $2000 a person (not including high income people) will be paid to everyone https://t.co/X31hivLQ6G TRUMP: A dividend of at"
X Link 2025-11-09T15:26Z [----] followers, 35.7K engagements

"@EvolamTrades @coinreturns I could have labeled better but Im not suggesting that we received $967m and its sitting in the bank account"
X Link 2025-12-03T19:46Z [----] followers, [---] engagements

"@mikealfred GDP is being propped up by Federal spending and we continue to issue debt like drunken sailors"
X Link 2024-08-16T19:25Z [----] followers, [----] engagements

"Can someone enlighten me as to why @saylor and @MicroStrategy have not adopted FASB guidelines marking Bitcoin to fair value This feels like the last domino before the inclusion in the S&P 500"
X Link 2024-11-10T13:16Z [----] followers, 19.8K engagements

"For the TA guys out there whats your gut feeling on a support level This may run a little more but I think we retest 75-80k at a minimum"
X Link 2024-11-11T21:58Z [----] followers, 24.9K engagements

"$iren Last time 🏧 got announced stock went from [--] to [--] over summer Id be lying to say Im excited but management followed up with uses that show this is about growth not funding existing operations Let @danroberts0101 @mikealfred cook There is a plan"
X Link 2025-01-21T14:02Z [----] followers, 15.5K engagements

"No cash sitting around for a dump to 79k this is just strange Last week @Strategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 3/2/2025 we hodl [------] $BTC acquired for $33.1 billion at $66357 per bitcoin. $MSTR https://t.co/fXKTmXHve1 Last week @Strategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 3/2/2025 we hodl [------] $BTC acquired for $33.1 billion at $66357 per bitcoin. $MSTR https://t.co/fXKTmXHve1"
X Link 2025-03-03T13:23Z [----] followers, 53.7K engagements

"AI Growth and adoption remains severley limited by capacity constraints - Intrator $crwv Q1 ☎ Maybe $crwv has a superior tech but consider - [---] MW Active ⚡ - [---] GW Contracted ⚡ $iren - [---] MW Active ⚡ - [----] GW Contracted ⚡ $72B vs $2.2B market cap Patience I just bought more $iren https://t.co/mdk62RmE3B I just bought more $iren https://t.co/mdk62RmE3B"
X Link 2025-06-04T00:56Z [----] followers, 31.3K engagements

"Didn't feel like waiting for Wall Street to do the napkin math. $iren is ready to erupt $iren monthly revenue of $67m in May '25 for an annual rate of $804m Feel free to share comment or point out where this can get better Room to expand to other miners given power shortage"
X Link 2025-06-08T19:18Z [----] followers, 12K engagements

"$crwv bid on $corz acts a stalking 🐴 bid for all of the AI/HPC miners $cifr $wulf Consider: $corz [---] GW $iren [----] GW (excludes future pipeline) $corz $18/share estimated sale price is $5.4B $iren implied value is $12.1B or $50/share @ericjackson @mikealfred"
X Link 2025-06-26T17:29Z [----] followers, 15K engagements

"$iren Will Qualify for NASDAQ [---] S&P [---] Hyperbole possibly but as @ericjackson reminded us earlier today that management grew EH in the past year from [--] to likely announcing [--] tomorrow on 6/30 led by @danroberts0101 @mikealfred and team New to $iren check out @FransBakker9812 @Agrippa_Inv @TheKamaHsutra @theBTCMiningGuy @mikealfred for the fundamental case but for now lets assume the recent move $5 to $14 is more than hype and just the tip of the iceberg That iceberg appears to be a $btc miner with volatile earnings but look underneath the surface and you find a company with two"
X Link 2025-06-29T18:11Z [----] followers, 27.4K engagements

"Bitcoin ⛏: The X Factor of $IREN If you missed @KashRamki and @awilkinson Space a few days back than you can understand $iren will do well with their [----] GW portfolio due to the global shortage of ⚡capacity for GPUs🔌due to the proliferation of AI and gives an adequate margin of safety to institutions. The base case assumes simply enterprise software solutions likely via colocation but also leaves upside for AI colocation that will command higher lease rates due to rack density requirements and HPC solutions performed in-house with higher margins. Furthermore I would respectfully press"
X Link 2025-07-13T13:49Z [----] followers, 33.9K engagements

"$iren what a day"
X Link 2025-07-23T19:44Z [----] followers, 15.5K engagements

"On the Road to $300 $iren After listening to @brianfry01 speak to his stance on colocation CSP services Im more convinced that @danroberts0101 @mikealfred $iren need to pursue CSP with full force to change the 🌎 by becoming the premier AI 🏭 Theres an element of pragmatism that kicks in that recognizes colocation offers stability and cash flows to fund GPUs but I would contend that the token growth rates along with $nvda DGX Cloud Lepton becoming more impactful than the App Store for 🍏 $aapl highlight the urgency to be a creator and not a landlord The critics say that $iren doesnt have the"
X Link 2025-07-29T12:16Z [----] followers, [----] engagements

"So $meta plans to spend on $100B on capital expenditures of AI in [----] an increase from the [----] guided $66-$72B. What does $100B get you Glad you asked. 1) $iren $4.49B 2) $cifr $2.01B 3) $corz $3.99B You have $89.51B left to play with for $nvda GPUs for all that ⚡ Thank you for your attention to this matter. $orcl $msft $amzn $goog @ericjackson @mikealfred @theBTCMiningGuy $META implying a +$100B CapEx for [----]. But the good news for investors is that they showed what AI already does to their bottom line (36% YoY growth) Yes the semi cycle is still early $NVDA $AMD $TSM. $META implying a"
X Link 2025-07-30T23:44Z [----] followers, 18.9K engagements

"$iren 2024-2025 YoY Progress Year MW EH l ⛏ $btc l [----] l [---] MW l [----] EH l [---] $btc l [----] l [---] MW l [--] EH l [---] $btc l Let the numbers speak for themselves; the 🏧 funded growth not management comp and laid the foundation for a future self-funding mechanism. The flywheel is forming; renewable energy powered data centers with industry leading rack density created a ⛏ 🏆 with the cash flow funding future site development and GPUs that will create greater scale and cash flows to develop a 🌎 class software stack before winning the ☁ 🏆 @danroberts0101 @mikealfred @dskrinnikoff 🫡 @brianfry01"
X Link 2025-08-07T01:02Z [----] followers, [----] engagements

"$cifr Connecting the dots 👀 $cifr remains a generational opportunity. Every hyperscaler acknowledges the ⚡ bottleneck present that threatens the growth of their businesses $meta $goog $msft @orcl $amzn @rftylerpage will speak later tonight on X to address retail like any smart CEO should do. That said his interview with @cazenove_uk @McnallieM provide the answers to the question: where is $cifr going $cifr leverages the utility of the $btc network to monetize its cheap Texas power and will operate ⛏ simultaneously on Colocation sites to maximize shareholder value Consider now that $cifr"
X Link 2025-08-10T12:36Z [----] followers, [----] engagements

"Sum of the Parts / $iren Share Price🎯/ $71 Q1'26 Our favorite legacy $btc ⛏turned neo ☁ survived the DeepSeek and Liberation Day fallout to rise up from $5 to $23 per share since April. Where does $iren go next after earnings Check out the model 👇 detailing how $iren gets to $71 by early 2026; 3x the current $23/share. Parts of $iren / Key Assumptions 1) Colocation ($3.9B) Assumes Horizon [--] and Horizon [--] will be constructed and leased by end of Q1 with a lease rate of $2.00/MW and valued at 20x FFO 2) Mining ($4.7B) Assumes [--] EH with [----] EH for $btc network along with a $btc price of"
X Link 2025-08-27T04:57Z [----] followers, 61K engagements

"Awesome earnings for $iren and will follow up with deep recap but could not help but think that @danroberts0101 showing a willingness to pursue ☁ colocation at Horizon just increased @rftylerpage $cifr value at 💈 Barber Lake"
X Link 2025-08-29T02:12Z [----] followers, 16.8K engagements

"$iren generational opportunity and will not touch. Cant help but ask myself what is $cifr worth Awesome earnings for $iren and will follow up with deep recap but could not help but think that @danroberts0101 showing a willingness to pursue ☁ colocation at Horizon just increased @rftylerpage $cifr value at 💈 Barber Lake Awesome earnings for $iren and will follow up with deep recap but could not help but think that @danroberts0101 showing a willingness to pursue ☁ colocation at Horizon just increased @rftylerpage $cifr value at 💈 Barber Lake"
X Link 2025-08-29T13:02Z [----] followers, 11.3K engagements

"$IREN in control flexible and dangerous "We're not going to be dogmatic round what we do in this business. We're here to make money and make money for our shareholders and that involves making good decisions." @danroberts0101 Such a simple statement and yet what appears to be frictionless execution comes after years of planning procurement and operational excellence. Dan and Will anticipated that the world would increasingly become digital and secured renewable energy sources for a fraction of today's FMV before monetizing these untapped sites with $btc ⛏ Then $iren quickly redeployed assets"
X Link 2025-09-01T05:10Z [----] followers, 10.5K engagements

"For the $iren and $cifr holders out there a few recommendations: 1) view your past [--] months [--] yr returns 2) Ask yourself if $124k $btc will be the top and consider global liquidity while youre at it or that will likely cut rates 3) Will $iren close H1 and likely H2 with a hyperscaler or add GPUs from $nvda to 4) Will $cifr close 💈 Barber Lake or expand EH to [----] EH 5) Do you believe in $btc sound money and the productivity engine that is AI Now is the time to play offense; not defense. Ill be the first to tell you when I think the 🎵 is slowing down For now Im staying on the wall"
X Link 2025-09-04T15:45Z [----] followers, 21.9K engagements

"I owe @ericjackson an apology for calling $open a passion project versus his other [---] bag ideas $iren $cifr recently With recent resignation of CEO and now involvement of @rabois in finding the right leader to move the company forward I have to acknowledge the progress made I continue to watch $open but would like to see the Board work with @ericjackson @rabois and a new CEO lay out their vision before Id make a move With all of the retail representation in the $open army we should all wish these guys the best of luck"
X Link 2025-09-05T11:37Z [----] followers, 24.6K engagements

"Game recognizes game. Impressive deal for $nbis $msft $iren $cifr have some work to do"
X Link 2025-09-08T21:29Z [----] followers, 13.7K engagements

"$iren $cifr 🚀🌕"
X Link 2025-09-09T19:14Z [----] followers, [----] engagements

"I Bitcoin Butcher predicted at the risk of public embarrassment on a @mikealfred space at 7:00 PM EST that $iren will qualify for the $qqq $spy by the end of [----]. Current market cap is roughly $9B and would need roughly a 2.5x to qualify at about $23B or $85/ share Im willing to fly to Texas to install GPUs @danroberts0101 $iren Will Qualify for NASDAQ [---] S&P [---] Hyperbole possibly but as @ericjackson reminded us earlier today that management grew EH in the past year from [--] to likely announcing [--] tomorrow on 6/30 led by @danroberts0101 @mikealfred and team New to $iren check out $iren"
X Link 2025-09-10T23:20Z [----] followers, 20.4K engagements

"Coming soon: @TheKamaHsutra @litigious_dulce and myself will explore the value proposition of $bitf AI/HPC with @hashoveride on a Space TBD $bitfarmers unite @hashoveride Alright @hashoveride will coming on to talk about the AI/HPC opportunity that is still flying under the radar that is $BITF. @litigious_dulce @bitcoinbutcher1 LFG.😉 @hashoveride Alright @hashoveride will coming on to talk about the AI/HPC opportunity that is still flying under the radar that is $BITF. @litigious_dulce @bitcoinbutcher1 LFG.😉"
X Link 2025-09-11T23:08Z [----] followers, [----] engagements

"$BITF Valuation Part I: Panther Creek I / Margin of Safety / BUY Panther Creek I (PCI) represents [--] MW of [---] MW at the flagship site of $bitf. The equity value alone of Part I completed is $1.81 per share and is fully funded. I'll follow up with a more detailed valuation but wanted to frame my investment in the following manner; you are paying $0.35-$0.40 ($2.19 AH 9/11 RH) per share for the mining business and for the rest of the HPC business of $bitf excluding PC I. That's a non-expiring call option if I ever saw one or a setup for LEAPs that have been mispriced but that's quickly"
X Link 2025-09-12T14:00Z [----] followers, 15.2K engagements

"To the $bitfarmers $bitf @TheKamaHsutra is one of the best in the AI/HPC space and we are going to give @hashoveride the proper reintroduction on Tuesday with @litigious_dulce @midlevelcruiser Its not hype if you got the goods Enjoy the alpha 🤔$BITF and the Transatlantic AI opportunity 🤔 In a recent HC Wainwright conference presentation $BITF CEO @hashoveride brought up something that I have not heard mentioned before by any of the BTC miners pivoting to AI/HPC: the transatlantic AI opportunity. Ben Gagnon https://t.co/fgQGroFJkS 🤔$BITF and the Transatlantic AI opportunity 🤔 In a recent"
X Link 2025-09-14T22:11Z [----] followers, [----] engagements

"@TheKamaHsutra @litigious_dulce @midlevelcruiser @hashoveride https://x.com/i/spaces/1OwGWegvMvAxQ https://x.com/i/spaces/1OwGWegvMvAxQ"
X Link 2025-09-15T20:21Z [----] followers, 109.3K engagements

"Update: $10B market cap ✅ $20B market cap ☑ $qqq ☑ ($lulu #100 at $19B) $spy ☑ $iren I Bitcoin Butcher predicted at the risk of public embarrassment on a @mikealfred space at 7:00 PM EST that $iren will qualify for the $qqq $spy by the end of [----]. Current market cap is roughly $9B and would need roughly a 2.5x to qualify at about $23B or $85/ share Im https://t.co/0K0ukB0Ewt I Bitcoin Butcher predicted at the risk of public embarrassment on a @mikealfred space at 7:00 PM EST that $iren will qualify for the $qqq $spy by the end of [----]. Current market cap is roughly $9B and would need roughly"
X Link 2025-09-16T00:41Z [----] followers, 22.4K engagements

"Hyperscalers: Don't try to be everything to everyone $iren $cifr $bitf $googl $meta $orcl $msft $amzn $meta $eqix $dlr Let's define a hyperscaler for those new to the space: a large cloud service provider offering flexible resources in compute storage and networking with the help of a global network of data centers that can easily accommodate small and large workloads depending on the size of their prospective clients. As I read @jiahanjimliu post yesterday related to power scarcity and bringing power to market for AI it reminded me of the song "Everything to Everyone" by Everclear that"
X Link 2025-09-21T12:43Z [----] followers, 37K engagements

"At some point the foreplay will 🛑 Send it @rftylerpage #cifr OpenAI and Oracle to Reveal New Data Center Expansion in Texas. "OpenAI and Oracle to announce data center expansion in Texas." OpenAI and Oracle to Reveal New Data Center Expansion in Texas. "OpenAI and Oracle to announce data center expansion in Texas.""
X Link 2025-09-23T18:05Z [----] followers, 47.8K engagements

"Update: $iren officially $spy $qqq threat with $13B MC A once wishful scenario; an additional GPU fleet expansion and Horizon [--] signing along with $btc strength will get us to $85 per share by end of Q1 [----] with two new buy side analysts ratings $70/share In the event the company can pull off an explosive move in excess of $85 before qualifying the initial rebalancing will create an even greater upward force This is the fundamental path to $pltr ing @cantonmeow @dannycheng2022 Update: $10B market cap ✅ $20B market cap ☑ $qqq ☑ ($lulu #100 at $19B) $spy ☑ $iren Update: $10B market cap ✅ $20B"
X Link 2025-09-25T03:41Z [----] followers, 18.2K engagements

"Wrong again @rftylerpage 🐐 #cifr #goog 1) In connection with their PIPE investment (see below) Softbank had a ROFR on $CIFR's data center capacity which lapsed before ever being exercised. Said differently Softbank literally turned down the opportunity to lease $CIFR's data center capacity. 2) Softbank made a $50M 1) In connection with their PIPE investment (see below) Softbank had a ROFR on $CIFR's data center capacity which lapsed before ever being exercised. Said differently Softbank literally turned down the opportunity to lease $CIFR's data center capacity. 2) Softbank made a $50M"
X Link 2025-09-25T10:36Z [----] followers, 11.9K engagements

"@mikealfred The same people complaining about no deal now want to pick this apart Moving the goal post @rftylerpage delivered and the bond offering may get hedged but its part of a bigger vision 🐂 ish"
X Link 2025-09-25T13:11Z [----] followers, 17.6K engagements

"I bought more $cifr @rftylerpage signs @fluidstack $goog and people want to sell Good. More for the few @mikealfred The same people complaining about no deal now want to pick this apart Moving the goal post @rftylerpage delivered and the bond offering may get hedged but its part of a bigger vision 🐂 ish @mikealfred The same people complaining about no deal now want to pick this apart Moving the goal post @rftylerpage delivered and the bond offering may get hedged but its part of a bigger vision 🐂 ish"
X Link 2025-09-25T13:38Z [----] followers, 12.7K engagements

"People were willing to pay [-----] premarket per share for a JV with Fortress with maximum 49% interest by $cifr @rftylerpage @BitfuryGeorge Also the convertible incentivizes the MM to press down for institutional buddies to lower conversion price I will gladly host a space with @rftylerpage to provide clarity when the time is right but something tells me he will be unavailable because he continues to cook more deal(s) for $cifr The market might be irrational today but the cream rises to the top They scared a lot of beginner investors and salad hands out of CIFR today. Very tricky. Now theyre"
X Link 2025-09-25T20:59Z [----] followers, 20.5K engagements

"🚨 Interview @rftylerpage $cifr Crazy end to the week but I thought theres more to talk about with @rftylerpage $cifr @BTC_Bella69420 Sunday evening 8:00 PM EST Follow up with a Space invite Comment with questions 👇"
X Link 2025-09-26T20:19Z [----] followers, [----] engagements

"$cifr Sunday Night Alpha 9/28 All @rftylerpage @CipherInc will address the people tomorrow night 9/28 at 8:00 PM EST. Lets pack this Space up to over 1k tomorrow night Shares and retweets appreciated. Dont miss this opportunity Questions in comments below 👇 @theBTCMiningGuy @BTC_Bella69420 @mikealfred @ericjackson Set a reminder for my upcoming Space https://twitter.com/i/spaces/1MYGNlQXOOVxw https://twitter.com/i/spaces/1MYGNlQXOOVxw"
X Link 2025-09-27T21:38Z [----] followers, 18.8K engagements

"$CIFR [----] Price Target - $65 (currently $12) I had the privilege of interviewing @rftylerpage $cifr this past Sunday and came away more bullish about the future following the Barber Lake deal closure with @fluidstack @Google resulting in 5.4% equity granted in warrants and a $1.4B backstop pledged to help construction funding. @CipherInc followed up with a $1.3B convertible bond offering (upsized from $800m $1.1B) with 0% interest and a capped call that essentially converts debt to equity at $23.22 per share. The company for now will pursue 100% ownership of sites and try to avoid JV (like"
X Link 2025-09-30T22:32Z [----] followers, 87.5K engagements

"$cifr @rftylerpage price action after the completion of delta hedging rebalancing by @BitfuryGeorge and end of Q3 shenanigans identified by @mikealfred as $btc enters Uptober Enjoy the show Quick Update on $CIFR: Bitfury has now completed its share sell-down to rebalance its global portfolio. Combined Bitfury/V3 ownership 16% (vs 80%+ at one time) greatly reducing overhang risk & boosting liquidity/free float. V3 may occasionally sell small amounts (2% Quick Update on $CIFR: Bitfury has now completed its share sell-down to rebalance its global portfolio. Combined Bitfury/V3 ownership 16% (vs"
X Link 2025-10-01T12:20Z [----] followers, 12.3K engagements

"$iren $cifr Fashionably Late to the AI Party There's a misconception in the Artificial Intelligence race that if you ain't first you're last (Yes that was Ricky Bobby reference) but lately I'm becoming more sold on late mover advantage often promoted by @litigious_dulce $iren $cifr may seemingly be walking into the party late but that's actually their advantage. Both companies had the foresight to acquire land and power interconnects years before it was cool in anticipation of global compute requiring exponentially more power. They overcame the stigma of bitcoin miner and moved closer to AI"
X Link 2025-10-04T01:14Z [----] followers, 15.3K engagements

"I expect a new attendance record. 1k or bust $iren $IREN Weekly Space 10/5/2025 Join us Sunday at 9PM ET for another weekly IREN space. Joining me: @bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra Guest speakers are welcome. Will be recorded Post your questions below. See you tomorrow https://t.co/EF91szu1DJ https://t.co/VGumP2kHGs $IREN Weekly Space 10/5/2025 Join us Sunday at 9PM ET for another weekly IREN space. Joining me: @bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra Guest speakers are welcome. Will be recorded Post your questions below. See you tomorrow"
X Link 2025-10-04T12:01Z [----] followers, [----] engagements

"You heard it here first 👇 $iren $iren 🤝 $nvda coming soon https://t.co/344RYyCtic $iren 🤝 $nvda coming soon https://t.co/344RYyCtic"
X Link 2025-10-08T14:10Z [----] followers, 22.5K engagements

"You had your chance $iren $cifr @mikealfred $iren under [--] and $cifr under [--] are just staring you in the face Take advantage @mikealfred $iren under [--] and $cifr under [--] are just staring you in the face Take advantage"
X Link 2025-10-08T17:24Z [----] followers, [----] engagements

"$iren Ready for Prime Time Armed and lethal will fresh $1B at 0% and a cap call protection up to [---] for common Goldman and Citi invited the Queen to the Prom and shes the next big thing Additional hedging and sub [--] is a steal Good luck"
X Link 2025-10-09T11:30Z [----] followers, 15.4K engagements

"Definitely a 🫧 $iren $cifr $bitf This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread) https://t.co/xoN90stiki This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread)"
X Link 2025-10-09T14:26Z [----] followers, 20K engagements

"Some said this was too bullish but the truth is I was too bearish and a refresh is coming soon for $iren @FransBakker9812 on holiday and gave yours truly the keys to the car for Sunday night Space with @TheKamaHsutra @litigious_dulce Comment below for suggestions on show topics. 1.2k attendance or bust Lets get it Sum of the Parts / $iren Share Price🎯/ $71 Q1'26 Our favorite legacy $btc ⛏turned neo ☁ survived the DeepSeek and Liberation Day fallout to rise up from $5 to $23 per share since April. Where does $iren go next after earnings Check out the model 👇 detailing how $iren"
X Link 2025-10-10T10:20Z [----] followers, 25.2K engagements

"Set a reminder for my upcoming Space @FransBakker9812 @TheKamaHsutra @litigious_dulce https://x.com/i/spaces/1BRKjgjaEQNGw https://x.com/i/spaces/1BRKjgjaEQNGw"
X Link 2025-10-12T13:35Z [----] followers, 26.6K engagements

"Jim it's hard to take your comments seriously when you cannot properly identify the name of site which if intentionally done as a slight seems childish or at a minimum an ill informed take. Naming convention aside members of our community have explained at length that air cooled data centers in Canada are built at 700k per MW and can house B200 and B300s. Let's just assume $1m and per MW because I'm feeling generous on a beautiful Sunday. With respect to the GPUs for the 50MW that can house roughly 20k GPUs at approximately 60k per GPU. That right there looks like $1.25B versus $1.75B that"
X Link 2025-10-19T19:01Z [----] followers, [----] engagements

"Guilty $iren $cifr $bitf $wulf Short a 🐂 and get the horns Heres to the RINOs: Retail in Name Only BREAKING: Short sellers are on track for their worst year since [----] and they are blaming retail investors per FT. BREAKING: Short sellers are on track for their worst year since [----] and they are blaming retail investors per FT"
X Link 2025-10-28T12:49Z [----] followers, 17.5K engagements

"$iren 🤝 $msft"
X Link 2025-11-03T11:10Z [----] followers, 12K engagements

"Good start for $iren This feels like an appetizer $iren 11/6 Earnings Week Wish List 1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon [--] 2) 23k GPUs previously purchased all contracted with ARR of $300m 3) Additional GPU purchases with guidance for 100k operating by end of [----] 4) Expansion of Prince $iren 11/6 Earnings Week Wish List 1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon [--] 2) 23k GPUs previously purchased all contracted with ARR of $300m 3) Additional GPU purchases with guidance for 100k operating by end of [----] 4) Expansion of Prince"
X Link 2025-11-03T11:17Z [----] followers, 19.4K engagements

"#1 fan boy $iren $msft So many more people need to reconsider their investment prospects Maybe index funds $IREN fanboys will most likely never see a hyperscaler contract during the companys entire existence $IREN fanboys will most likely never see a hyperscaler contract during the companys entire existence"
X Link 2025-11-03T11:31Z [----] followers, 17.5K engagements

"$btc getting smacked and decided its time to play the @mikealfred $ibit trade I went fairly close to the spot price and have the following: [--] strike [----] cost [-----] breakeven Less than 1% of the portfolio but like taking advantage of market fear and volatility Governments still deficit spend and will remain financially irresponsible Furthermore Fed is ending QT in early December Bullish"
X Link 2025-11-04T17:05Z [----] followers, 24.7K engagements

"@AnswerReality I got the vibe from @danroberts0101 that $iren may sign another deal here shortly in some of his Q&A responses. Hard to not be bullish with ARR guidance from $500m in Q1 to $3.4B in Q4 of [----]. Fundamentals stronger than ever. The macro will improve soon"
X Link 2025-11-07T00:00Z [----] followers, [----] engagements

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