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@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.

Engagements: XXXXXX #

• X Week XXXXXX -XX%
• X Month XXXXXXX -XX%
• X Months XXXXXXXXX +1,291%
• X Year XXXXXXXXX +2,000%

Mentions: XX #

• X Week XX -XX%
• X Month XXX -XX%
• X Months XXXXX +587%
• X Year XXXXX +283%

Followers: XXXXX #

• X Week XXXXX +1.20%
• X Month XXXXX +7.50%
• X Months XXXXX +1,159%
• X Year XXXXX +1,531%

CreatorRank: XXXXXXX #

Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% cryptocurrencies XXXX%

Social topic influence $iren #171, $crwv #181, $goog #159, goog 6.25%, balance sheet 6.25%, $apld 6.25%, debt #1803, $cifr #140, cifr #121, $nbis #169

Top accounts mentioned or mentioned by @evolamtrades @coinreturns @stocktrader989 @pdphilaphil @maobaobaomby @openai @markosaaig @mrmag314 @fransbakker9812 @xcapitalmgmt @jimcramer @qwertyuipasd11 @thekamahsutra @mikealfred @macroresurf @filipgerven @genzinvest0r @bksteeb @elonevilmusk @litigiousdulce

Top assets mentioned IREN Limited (IREN) CoreWeave, Inc. (CRWV) Alphabet Inc Class A (GOOGL) Applied Blockchain, Inc. Common Stock (APLD) Cipher Mining Inc. Common Stock (CIFR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Strategy (MSTR) Bitcoin (BTC) Bitfarms Ltd. (BITF) TeraWulf Inc. (WULF) Oracle Corporation (ORCL) Galaxy Digital Inc. (GLXY)

Top Social Posts

Top posts by engagements in the last XX hours

"$iren / 2026 YE Price Target / $XXX 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 $XX mid week to the lows of $XX as market makers shook the trees"
X Link 2025-10-19T12:19Z 7456 followers, 218.1K engagements

"@MacroReSurf XX% ownership by insiders and relative strengths possible due to $goog affiliated"
X Link 2025-12-11T10:17Z 7456 followers, XXX engagements

"Post-convertible 💭 So $iren had $1.0B as of 9/30 and just closed on another $2.0B for likely at least $3B on the balance sheet (assuming ⛏ and ☁ cover cash expenses since October 1) The GPUs for $msft likely require $1.5B if company closes $2.5B of financing as guided with the DC requiring roughly $2.25B if 3/4 of DC cost remain with H1 complete Given the payment terms negotiated on GPUs along with the likelihood of a secured note for the DCs cash seems to be resolved for the foreseeable future with ⛏and ☁ adding to cash Im ready for GPU lease announcements in the interim with H5 and"
X Link 2025-12-08T23:04Z 7427 followers, 13.4K engagements

"@MaoBaoBaomby @jimcramer Look at borrowing costs for $apld to show the confidence the market has in $crwv as a tenant or age GPU fleet as well"
X Link 2025-12-09T16:47Z 7428 followers, XXX engagements

"@BkSteeb @coinreturns For the retirement / equity offering its 1-2% The new convertible will be 28m shares So overall roughly 10-11%"
X Link 2025-12-03T19:13Z 7449 followers, XXX engagements

"Thank you @jimcramer Check out $crwv debt to EBITDA and credit default swaps before calling $iren a poor mans $crwv"
X Link 2025-12-09T16:40Z 7443 followers, 7983 engagements

"Missing an additional 1B from the October convertible which adds to cash strength"
X Link 2025-12-08T23:10Z 7450 followers, 2233 engagements

"I think the world of $goog and its likely $iren is speaking to them to diversify tenant base but the idea that $nvda GPUs get replaced by TPUs is fantasy $nvda will lower pricing if anything but remains superior in high end training and inference while TPUs are more specialized Finally $iren is leasing out all of their GPUs for 2-3 year contracts to hedge against tech obsolescence"
X Link 2025-12-11T18:16Z 7454 followers, XXX engagements

"@LEADER_TRADING Volume is anemic. I just want to defend XX and get to 2026"
X Link 2025-12-11T21:24Z 7456 followers, 1506 engagements

"$btc $mstr live but notice the relative performance of $iren and $cifr Once we get any hint of good news the CoLocation providers and neoclouds will fly"
X Link 2025-12-01T18:04Z 7454 followers, 8013 engagements

"Enjoyed the read from a $crwv and $nbis perspective I agree that both firms have more developed software layers but would need to better understand: 1) $crwv achieved scale as an asset lite provider but remain 7x LTM EBITDA in debt with low operating margins. How do they delever the balance sheet without diluting or an efficiency miracle 2) $nbis guidance caught the attention of many and I acknowledge the value add of their stack with SME but similarly the most public deal announced with $msft was IAAS with likely at 3.4-3.6 rate when you try to back into #s using their PUE guidance if"
X Link 2025-12-06T11:30Z 7454 followers, 16.3K engagements

"Portfolio update: Sold my $bitf $wulf shares for tax loss harvesting Both companies remain fundamentally strong and this is more of an administrative move Will look for reentry in Q1 but for now trying to minimize April taxes"
X Link 2025-12-10T16:16Z 7456 followers, 9148 engagements

"@mikealfred Its shows the lack of understanding in vertical integration offered by $iren that enhances margins vs $orcl $nbis IAAS while $cifr has more credit worthy tenants than $apld $glxy"
X Link 2025-12-11T17:45Z 7456 followers, 6467 engagements

"Retail vs Everybody Today is a disgrace to the US financial markets"
X Link 2025-12-12T18:53Z 7456 followers, 15.2K engagements