@ssamsmit Avatar @ssamsmit Smit3y

Smit3y posts on X about in the, $btbt, $glxy, $iren the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 79.83% finance 36.13% cryptocurrencies 21.01% technology brands 18.49% social networks 7.56% exchanges 7.56% countries 2.52% financial services 1.68%

Social topic influence in the 17.65%, $btbt #26, $glxy #35, $iren #327, iren #43, company 9.24%, $eose 8.4%, ai 8.4%, investment 8.4%, center 7.56%

Top accounts mentioned or mentioned by @amitisinvesting @novogratz @mymorristribe @stocksavvyshay @rhouseresearch @optionscjp @ilzmcfly @mikealfred @richardy0510 @vulturetrades @kylewhitegoat @futurenvesting @anthonynoto @hoopmixonly @dividendtalks @sama @hypertechinvest @futurumequities @katieeperry @galaxyhqs

Top assets mentioned Bit Digital, Inc. (BTBT) Galaxy Digital Inc. (GLXY) Iris Energy Limited (IREN) Eos Energy Enterprises, Inc. (EOSE) Ethereum (ETH) WhiteFiber, Inc. (WYFI) SBET (SBET) Bitcoin (BTC) Reddit, Inc. (RDDT) RAI Finance (SOFI) TeraWulf Inc. (WULF) Mario Coin (COIN) Robinhood Markets, Inc. (HOOD) CLEANSPARK INC (CLSK) Cipher Mining Inc. Common Stock (CIFR) Coinbase Global Inc. (COIN) Bitfarms Ltd. (BITF) CoreWeave, Inc (CRWV) NuCypher (NU) BITMINE IMMERSION TECH (BMNR) Metadium (META)

Top Social Posts

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

"I have been getting frustrated owning $NU for the past couple of months as it is the worst performing stock in my portfolio as of now. Truth is there is absolutely nothing to be mad about when it comes to the companies execution. They have been absolutely stellar as of now and the stock price follows fundamentals in the long run. Watching other fintech's in my portfolio run in $SOFI and $HOOD (which is going parabolic) I need to remain focused on investing in quality companies. There is nothing that screams that $NU is not one of those companies"
X Link 2025-06-04T21:05Z [---] followers, [----] engagements

"Ive started to see a lot more $IREN pop up over finwit scoop some calls at the open tomorrow"
X Link 2025-06-20T02:34Z [---] followers, [----] engagements

"@amitisinvesting Bear case is Trump we could flip his mind tomorrow and were back to 50% tarrifs. Problem is our dopamine receptors are fried and we dont really care anymore at the POTUS who cried wolf. Were going higher but could also be a recipe for a gnarly leg down in the future"
X Link 2025-06-24T16:54Z [---] followers, [----] engagements

"Interesting price action on $BTBT today compared to $SBET at least. What are we seeing"
X Link 2025-07-11T15:42Z [---] followers, [----] engagements

"Financial Analysis: Ethereum Treasury Transition Companies - $BTBT $BMNR and $BTCS Executive Summary 🪙🪙 I asked perplexity to give me a financial summary of the following Ethereum treasury holdings - and former Bitcoin Miners - to give me a better rundown of the space. Here is what I found - After comprehensive analysis of the three former Bitcoin mining companies that have pivoted to Ethereum treasury strategies Bit Digital ( $BTBT ) emerges as the clear leader with the strongest financial position and best execution track record. The company has successfully completed its transformation"
X Link 2025-07-11T16:02Z [---] followers, [----] engagements

"Guess who capitalizes on this 👀👀 $EOSE $IREN $GLXY The trend is as clear as day. We need more power and we needed it yesterday how are you investing to profit off of it "No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out AmidData Center Buildout https://t.co/5oNwA2brYV "No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out AmidData Center Buildout https://t.co/5oNwA2brYV"
X Link 2025-07-22T16:06Z [---] followers, [----] engagements

"@optionscjp Its a good company that will run when housing is freed up and mortgages come down but this pump really cant be trusted. Agree with the sell off here If $RKT pumps alongside some more refinancing/housing companies in the future thats a good sign. Not if it pumps with $DNUT"
X Link 2025-07-23T04:07Z [---] followers, [---] engagements

"Only net profitable miner btw $IREN"
X Link 2025-08-06T21:00Z [---] followers, [---] engagements

"$BTBT Earnings Call Went Live Today - Here Is a Quick Summary 🖥🖥 Bit Digital ( $BTBT ) Q2 [----] Earnings Call Summary - CEO Sam Tabar and CFO Eric Wong led Bit Digital's Q2 [----] earnings call today at 10:00 AM ET I gave it a listen and wanted to outline some of the main points given by the company and how they are approaching this new era of the company. Here are the key highlights and management commentary: - CEO Sam Tabar was emphatic about the company's pivot: "Yes. You could call this a reboot. $BTBT is now finally in a position to scale as a pure-play Ethereum treasury and staking"
X Link 2025-08-15T20:54Z [---] followers, [----] engagements

"Now that the trading week is up and we have found some new clarity on some new AI deals - $WULF announced its partnership with $GOOG through its Lake Mariner facility (200 MW) - $GLXY got approval of their $1.4B debt facility to finance Phase [--] of their Helios Center What names stick out to you as next $CIFR $HIVE had just reported strong AI/HPC numbers If you were to bet on the next name to announce a similar deal as $WULF - who you would you put your money on"
X Link 2025-08-15T20:57Z [---] followers, [---] engagements

"$IREN seems to be catching a bid for the night owls Is the dip going to be bought up that fast I invite some more red ahead of Powell talking Friday. Id love to buy into some names at a further discount if that is what the market is willing to give me $IREN +2.78%"
X Link 2025-08-20T08:05Z [---] followers, [---] engagements

"$GLXY earnings out now Large miss largely due to digital asset prices slipping late in the quarter Excited to dive through the report and the call as the day moves forward"
X Link 2026-02-03T12:11Z [---] followers, [----] engagements

"$GLXY is just as much a crypto play as it is a datacenter play. Ensuring that your conviction remains in tact during bear markets in crypto is crucial especially for a name as volatile as $GLXY - As mentioned by Jonathan wider crypto sentiment currently remains substantially subdued and arguably the worst it has been in the last [--] months. The losses attributed during the quarter are almost all attributable to a decrease in digital asset prices - Fundamentals have also never been stronger for major blockchains. Institutions are starting to build and the tokenized and RWA thesis has never been"
X Link 2026-02-03T15:09Z [---] followers, [----] engagements

"$GLXY Phase I is "substantially complete" and commissioning is underway. Timeliness is crucial for any datacenter play and there have been no meaningful delays so far int he Helios build out"
X Link 2026-02-03T15:12Z [---] followers, [----] engagements

"Has got to be one of the ugliest charts in the market today $CRCL"
X Link 2026-02-03T15:47Z [---] followers, [----] engagements

"Probably the best looking chart out of any miner right now Have to give props to $WULF been firing on all cylinders"
X Link 2026-02-04T12:07Z [---] followers, [----] engagements

"$RDDT looks genuinely phenomenal right now my god"
X Link 2026-02-05T21:18Z [---] followers, [---] engagements

"Q4 Rev. growing at 70% YoY ARPU up 42% YoY 91.9% Gross Margins I think this is one of the best reports of the quarter. Looking to add as soon as possible $RDDT killed it"
X Link 2026-02-05T21:32Z [---] followers, [----] engagements

"$RDDT just posted a rule of [--] score of 115😂"
X Link 2026-02-05T23:29Z [---] followers, [----] engagements

"The more I read through this report the more I absolutely love this quarter and this name right now. $RDDT firing on utterly all cylinders Net Income and Adjusted EBITDA more than doubled YoY One of the few names I bought through the software crash Long $RDDT"
X Link 2026-02-10T12:20Z [---] followers, [---] engagements

"Really hard to fight the FED + CapEX growth coming into '26. Money coming in an inherent DOVE coming into the Fed Chair. I can't imagine this is the combination that ends the bull market"
X Link 2026-02-10T12:24Z [---] followers, [--] engagements

"If you aren't first you are last $HYPE The easiest long of this generation especially in the $20s GOOD LORD Hyperliquid has overtaken Coinbase in notional trading volume. It now processes almost 2x the notional volume of one of crypto's largest centralized platforms. Hyperliquid: $2.6T Coinbase: $1.4T For years the assumption was that onchain exchanges couldn't https://t.co/Lzlpuo0Iva GOOD LORD Hyperliquid has overtaken Coinbase in notional trading volume. It now processes almost 2x the notional volume of one of crypto's largest centralized platforms. Hyperliquid: $2.6T Coinbase: $1.4T For"
X Link 2026-02-10T15:35Z [---] followers, [---] engagements

"Pretty dope that ARPU growth has been faster in the US than it has globally for $RDDT Once the international flywheel takes off I think total ARPU can surpass $20 hopefully by EOY That might be a bit too bullish but excited to keep following the name"
X Link 2026-02-11T13:05Z [---] followers, [---] engagements

"BlackRock is buying Uniswap and you don't believe the tokenization thesis"
X Link 2026-02-11T14:48Z [---] followers, [---] engagements

"Some highlights for $COIN's Q4 results: Our customers trust us to store more crypto than any other company; in [----] more than 12% of all crypto in the world resided on Coinbase. Were building and connecting more products to facilitate customers doing more with their assets. Coinbase Total Trading Volume1 grew 156% to $5.2 trillion in [----] and Coinbase Crypto Trading Volume Market Share2 doubled. We also saw new records for stablecoin revenue driven by all-time highs in Average USDC Held in Coinbase Products3 and Average USDC Market Capitalization4 . We hit an all-time high in the number of"
X Link 2026-02-12T21:36Z [---] followers, [---] engagements

"$COIN repurchased $1.7 billion of our Class A common stock in Q4 and through February [--] [----] That one I did not see coming"
X Link 2026-02-12T21:41Z [---] followers, [---] engagements

"At the end of the day it seems quite clear that if you are bullish crypto that $COIN will be one of if not the largest beneficiary of the move. Don't underestimate the psychology of being the largest mindshare player in an industry. People in crypto automatically think Coinbase. Digging through the quarter now https://twitter.com/i/web/status/2022064252698472879 https://twitter.com/i/web/status/2022064252698472879"
X Link 2026-02-12T21:44Z [---] followers, [---] engagements

"$AAVE has already won the lending market Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. https://t.co/8PyBY1kxSi Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. https://t.co/8PyBY1kxSi"
X Link 2026-02-12T22:04Z [---] followers, [--] engagements

"$RDDT growing top line growth at 70% 92% gross margins just initiated a $1B buyback program and trading at 22x NTM P/E 😁😁"
X Link 2026-02-10T16:34Z [---] followers, [----] engagements

"@ilzmcfly $GLXY secured an additional [---] GW. I know you said no pipeline but their secured is now theoretically [---] GW+"
X Link 2026-02-10T11:01Z [---] followers, [---] engagements

"History rewards the brave $COIN sitting at its April support after a pretty meaningful net loss in their Q4 earnings. Big thing is that the street had EVERY reason to take the name down on their print but they didn't. Seems like quite an attractive entry to the largest player in crypto https://twitter.com/i/web/status/2023414875637076155 https://twitter.com/i/web/status/2023414875637076155"
X Link 2026-02-16T15:11Z [---] followers, [--] engagements

"If you thought $CIFR performance at 46% this week was good check out $BITF 84% weekly move A monster move - every MW will be utilized @mikealfred"
X Link 2025-09-14T23:56Z [---] followers, 31.4K engagements

"@richardy0510 @vulturetrades Yo ass ain't getting in 😭"
X Link 2024-08-17T20:16Z [---] followers, [--] engagements

"@KyleWhiteGOAT This is a pretty bold statement. Him selling off everything as much as he is doesnt have much inclination to him eyeing Sofi. But if he did it would moon my lord"
X Link 2024-10-09T18:16Z [---] followers, [----] engagements

"Please correct me if Im wrong but I saw this on CNBC this morning and immediately my mind went to $IRENS earnings call where Dan mentioned the possibility of a trillion dollar business being interested in their sweetwater location in TX Im no mathematician but $MSFT $1T 🚨MICROSOFT: $80 BILLION AI DATA CENTER SPENDING SPREE Microsoft plans to pour $80B into AI-ready data centers by June [----] with over half in the U.S. President Brad Smith says its all about AI infrastructureboosting Americas digital edge. Source: Slashdot https://t.co/LSyVudXsdC 🚨MICROSOFT: $80 BILLION AI DATA CENTER"
X Link 2025-01-03T23:00Z [---] followers, [----] engagements

"@Futurenvesting @anthonynoto I feel there is no investor that should be super disappointed this report after hearing this. Into has long term visions and while EPS guidance did seem semi weak its in no way thesis changing for the company. Love to hear Noto speak about this quarter"
X Link 2025-01-27T17:45Z [---] followers, [---] engagements

"@amitisinvesting Keep em coming Amit this is great🙌"
X Link 2025-04-22T01:18Z [---] followers, [---] engagements

"@amitisinvesting Amit or Van Gough"
X Link 2025-05-02T16:45Z [---] followers, [----] engagements

"@HoopMixOnly AI had white boys wearing cornrows lets not kid ourselves"
X Link 2025-05-28T04:36Z [---] followers, 10.6K engagements

"$EOSE has really caught my eye since their quarterly report. Dilution doesn't seem out of the ordinary - though never pleasant - but their restructured deal with Cerberus really caught my attention. Some thoughts: - Negotiating a deal down from what was 15% to 7% is in no way shape or form bearish - Cerberus extended their maturities until [----] alongside agreeing to a lock-up period with $EOSE - Fastest QoQ revenue growth in the companies history alongside $680 million in backlog orders ensuring that substantial revenue gain in the future is not out of question Need to dive further into"
X Link 2025-05-30T16:14Z [---] followers, [----] engagements

"Been seeing a lot more posts about $EOSE lately - my guess is thanks to a 30% decrease in two days - might try and get a lengthier report out today or this weekend. Hitting on: - The failure of the US grid and how Zinc-bromine batteries are able to capitalize on what seems to be an every lasting whole to fill for more compute and power - Recent earnings report and their partnership with Cerberus - Zinc-bromine vs. Lithium batteries and the positives and negatives of both - Long Duration Energy Forecast and how it will be utilized in the future The company excites me but I am in no manner an"
X Link 2025-05-30T22:15Z [---] followers, [---] engagements

"@mymorristribe You are gonna love my next post then brutha. Thank you for the kind words"
X Link 2025-05-31T02:04Z [---] followers, [---] engagements

"A Complete $EOSE Deep Dive: Comprehensive Academic Analysis of Both The Zinc-Bromine Energy Sector and Where $EOSE is Headed In this post I will examine the state of what the market has deemed a developmental-stage enterprise and how it can capitalize on the AI-boom to come"
X Link 2025-05-31T19:27Z [---] followers, 37.2K engagements

"1) What is $EOSE and Financial Performance & The Profitability Inflection Point Firstly Eos Energy Enterprises ( $EOSE ) is a U.S.-based company specializing in the design development manufacturing and marketing of advanced energy storage solutions primarily for utility-scale microgrid and commercial and industrial applications. Their core technology is a zinc-bromine battery systemmarketed as Znyth and Z3 moduleswhich offers long-duration cost-effective and environmentally sustainable alternatives to conventional lithium-ion batteries. The companys business model is centered on direct sales"
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"2) Zinc-Bromine Technology Fundamental Competitive Advantages in Long-Duration Applications $EOSE's Z3 zinc-bromine battery technology represents an advancement in long-duration energy storage leveraging electrolyte chemistry to deliver operational characteristics that are believed by many to be fundamentally superior to lithium-ion alternatives. The technology utilizes zinc hybrid cathode chemistry within a fully sealed closed-system design featuring no moving parts eliminating the mechanical complexity and maintenance requirements that plague alternative battery approaches. One of the most"
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"3) U.S. Grid Infrastructure Crisis The Catalytic Demand Environment The United States electrical grid confronts an unprecedented reliability crisis that creates compelling demand tailwinds for long-duration energy storage technologies with $EOSE's positioned strategically to address critical infrastructure gaps. The average American experiences four hours of power outages annually with the frequency of significant outages doubling over the past twenty years as aging infrastructure struggles with modern energy demands. The American Society of Civil Engineers downgraded the energy sector's"
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"4) Policy Tailwinds & International Expansion -Regulatory Support and Global Market Penetration The policy environment for long-duration energy storage has evolved dramatically with the passage of the Inflation Reduction Act (IRA) creating substantial economic incentives that directly benefit $EOSE's domestic manufacturing strategy and grid-scale deployment opportunities. The IRA's 30% investment tax credit (ITC) for standalone storage systems significantly improves project economics boosting internal rates of return for $EOSE installations to 12-15% and creating competitive advantages"
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"5) Management & Execution Risks - Leadership Analysis and Operational Challenges $EOSE executive leadership structure presents both significant strengths and notable concerns that directly impact the company's ability to execute its ambitious scaling strategy and achieve profitability targets. Chief Executive Officer Joe Mastrangelo brings substantial industry credibility with nearly [--] years of energy sector experience including leadership roles at General Electric where he served as CEO of Gas Power Systems (15000+ employees across 60+ countries) and CEO of GE's Power Conversion business."
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"6) Investment Thesis Risk-Adjusted Returns and Closing Remarks A variety of risk factors requiring careful monitoring include management execution consistency particularly given CFO instability during the critical scaling phase. The 28.9% equity dilution from recent financing creates substantial pressure for operational performance with limited tolerance for execution delays or cost overruns. Competitive dynamics could shift rapidly if alternative technologies achieve breakthrough cost reductions or if lithium-ion supply chain constraints resolve faster than anticipated. Regulatory changes"
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"7) Lastly this was my first academic write up publicly shown so any and all advice and recommendations for future cases would be greatly appreciated I had a great time learning about $EOSE through this process and am currently long with $7.5 1/27 calls and shares. Those who may be more familiar with the name please let me know what I could add or should change. Thanks for reading Many more to come. ☘🙌"
X Link 2025-05-31T19:27Z [---] followers, [----] engagements

"@StockSavvyShay Small jab at $CRWV 🫢"
X Link 2025-06-03T01:21Z [---] followers, [----] engagements

"The best executing stock in the market $HOOD but are we front running a possible S&P inclusion on Friday Sell the news event Who knows what I do know is that I dont own enough. Buying at $60 or $70 or $80 will not matter in the years to come. The next generation has found a home in going to $HOOD and thats exactly where theyll go instead of Fidelity Vanguard or Schwab. The future is here and it is bright 🚀🚀"
X Link 2025-06-03T16:43Z [---] followers, [----] engagements

"Continued $EOSE Academic Deep Dive:🔋🔋 Thank you to everyone for the continued support during my first $EOSE write up it is pretty cool to see so many people get excited about a company that is quite simply just not that big on X. @mymorristribe gave some great recommendations for what could be added in my previous write up a lot of which will be addressed here. There are many accounts on here that know more about $EOSE than I do and Jonathan is one of them give him a follow. 1) Cash Reserves and Financial Strengthening $EOSE has significantly strengthened its financial position through"
X Link 2025-06-04T00:36Z [---] followers, [----] engagements

"How $NU Bank is Capitalizing on Latin America's Digital Banking Revolution: An Investment Thesis $NU has been trading relatively flat in the $12 range for over a year now yet the business is compounding - and fast. A Complete $NU Thesis "
X Link 2025-06-10T14:56Z [---] followers, [----] engagements

"@amitisinvesting $EOSE"
X Link 2025-06-11T23:32Z [---] followers, [----] engagements

"@DividendTalks What part of 17x earnings is priced for fantasy Businesses today are better than they have ever been historically highest ROE and ROIC in history lowest levels of debt and highest margins. This is the new norm and it deserves to be. This isnt 2008"
X Link 2025-06-25T16:34Z [---] followers, [----] engagements

"All those with $SOFI accounts - I have a Chase account for banking purposes including credit cards and savings accounts. I use $HOOD as my brokerage for my ROTH and traditional IRAs. Is it worth opening a $SOFI account now I really do want access to the platform and private investments. But I am currently a fulltime student and really do not earn enough to put a lot of money into the $SOFI account at all. Is $SOFI your only banking account If it isn't what % of assets do you hold with them Is there a benefit to being a member at $SOFI for longer I.E should I sign up now and then as earnings"
X Link 2025-07-09T05:31Z [---] followers, [----] engagements

"Would you buy into strength with $ETH here or wait for it to calm down Or is $BTBT/ another treasury a better play"
X Link 2025-07-09T19:42Z [---] followers, [---] engagements

"@amitisinvesting For those saying this is bearish for $META Id love to hear the bear case. Win or lose the AI race one of the only companies in the world that is truly giving it their all to come out on top. Long $META"
X Link 2025-07-09T23:24Z [---] followers, [----] engagements

"$ETH at $2800 overnight $BTBT catching a bid by end of the week how do those $5-$7 calls look"
X Link 2025-07-10T06:41Z [---] followers, [---] engagements

"Cybersecurity Investment Analysis: SentinelOne ( $S ) vs. CrowdStrike ( $CRWD ) vs. Palo Alto Networks ( $PANW ) Comparing the two incumbents and an incoming challenger operating in an industry growing close to a 10% CAGR till [----] I am here to dive into the best play in Cyber today 👨💻 While $S emerges as the most compelling valuation play with a PEG ratio of 0.81the only company trading below the [---] "fair value" threshold. $S also operates at a significantly smaller in scale than the two other incumbents within the industry. $S has demonstrated strong growth momentum and margin expansion"
X Link 2025-07-10T18:27Z [---] followers, [----] engagements

"First of many $BTBT"
X Link 2025-07-10T18:45Z [---] followers, [----] engagements

"@amitisinvesting Amit talking about side chicks was not on my [----] bingo card"
X Link 2025-07-11T17:29Z [---] followers, [----] engagements

"Just another day of owning Painpal $PYPL 😔 Anybody have the news"
X Link 2025-07-11T18:29Z [---] followers, [----] engagements

"$BTBT vs $SBET: The Battle of Ethereum Treasury Giants and Why I Think $BTBT is the Superior Option Now that the two treasuries are at the center of attention how do they compare 🪙🪙 At first glance $BTBT emerges as the more obvious investment choice with stronger operational fundamentals completed strategic execution and better risk-adjusted exposure to Ethereum's growth potential. While #SBET holds more ETH in absolute terms its weaker financial foundation and business model make it a far riskier proposition compared to $BTBT's institutional-grade operations and management A Tale of Two"
X Link 2025-07-11T18:42Z [---] followers, 55.5K engagements

"While I agree I think the underlying companies that are diluting their shareholders differ. No matter how large or how many ATM events they both indulge in they are inherently different companies that operate in different sectors. If $ETH goes back to 1k $SBET is just a failing gaming company. $BTBT can go back to mining if needed while itll hurt their reputation SUBSTANTIALLY they will still be more profitable than $SBET. My [--] cents"
X Link 2025-07-11T19:23Z [---] followers, [----] engagements

"Everything To Know About the White Fiber ( $WYFI ) Carve-Out IPO and What It Means for $BTBT Before delving into this technical detail let it be known that the information that has been made public is limited regarding the carve out-IPO. What we do know is based form the SEC filing that WhiteFiber has submitted about a week ago. Bit Digital Inc. ( $BTBT ) intends to carve out its high-performance-computing (HPC) and GPU-cloud subsidiary WhiteFiber Inc. through an initial public offering (IPO) on Nasdaq under the symbol $WYFI The Form S-1 filed on [--] July [----] outlines a minority float (20%)"
X Link 2025-07-14T21:10Z [---] followers, [----] engagements

"SentinelOne ( $S ) Earnings Preview & 12-24 Month Investment Thesis Why I think the Underappreciated Cybersecurity Player is Poised to Re-Rate in the Coming Quarters. As bullish as I have been on trends in $ETH and Fintech like $SOFI and $HOOD recently. I think the Cybersecurity space has one of the most secure bull cases out of any sector moving forward. More computer more power more AI-integration only leads to induced demand for Cybersecurity. And while many may view the space as a winner take all in $CRWD I believe that $S is under an inflection point that can truly lead to a re-rating"
X Link 2025-07-15T16:29Z [---] followers, [----] engagements

"Wild times for $ETH treasuries. Will margin expansion move over to $BTBT and $SBET with the added hype to $BMNR $ETH holding quite strong today 🚨 PETER THIEL TAKES 9.1% STAKE IN Tom Lees $BMNR Things are starting be interesting - This one should be on top of your watchlist Question is Do you buy in now in anticipation of ETH treasury doubling 🚨 PETER THIEL TAKES 9.1% STAKE IN Tom Lees $BMNR Things are starting be interesting - This one should be on top of your watchlist Question is Do you buy in now in anticipation of ETH treasury doubling"
X Link 2025-07-15T21:59Z [---] followers, [----] engagements

"$ETH getting talked about on CNBC now Just starting to wake up. $BTBT and $SBET off to the races"
X Link 2025-07-16T19:21Z [---] followers, [----] engagements

"I don't think people realize how large this is for $EOSE for the next [--] years Regardless of whether the Tariff sticks or not this administration wants batteries made in the US. $EOSE is at the center of that field. They will capitalize greatly on this movement moving forward BREAKING: The US is set to impose a 93.5% tariff on battery material from China. BREAKING: The US is set to impose a 93.5% tariff on battery material from China"
X Link 2025-07-17T18:46Z [---] followers, [----] engagements

"@amitisinvesting Amit commenting on $ETH we have to be topping soon"
X Link 2025-07-17T21:13Z [---] followers, [----] engagements

"Got long $GLXY late last week largely thanks to the work done by @RHouseResearch. This is one of the better reports that are put out for free on X and it was a phenomenal read. If you are here I would highly highly encourage it. Mark the calendars for August 5th we will see how the Crypto pump is doing until then. But the rotation from Bitcoin proxies to Data Center applications is a real trend. I can't wait to see how their first earnings go list on the NASDAQ. Time to start tunning in more than ever 🪙🪙 Rittenhouse Research is long Galaxy Digital $GLXY $BRPHF We believe Galaxy's flagship"
X Link 2025-07-18T04:59Z [---] followers, [----] engagements

"Let the fun continue $BTBT"
X Link 2025-07-18T13:42Z [---] followers, [----] engagements

"Starting to see some mainstream coverage on $GLXY. Retail + mainstream can never be taken as a bad sign. Looking forward to the rest of the week https://www.wsj.com/business/galaxy-digital-sees-demand-surge-as-u-s-passes-first-major-crypto-bill-bef64978st=wcKwKi&reflink=article_copyURL_share https://www.wsj.com/business/galaxy-digital-sees-demand-surge-as-u-s-passes-first-major-crypto-bill-bef64978st=wcKwKi&reflink=article_copyURL_share"
X Link 2025-07-20T21:41Z [---] followers, [---] engagements

"As hard as it is psychologically to add to $GLXY up on these 10%-15% moves I believe adding into strength may not be the worst idea. Share count average cost when you have true conviction in a quality company. Keeping some cash available incase we do get back into the low $20s again but more than ready to add at these levels"
X Link 2025-07-21T14:22Z [---] followers, [----] engagements

"Investment Merits Behind $GLXY and Why It Is Poised to Capitalize on The AI Data-Center and Crypto Hype Over the course of the last two weeks or so I have been able to dive a little bit deeper into the $GLXY. Two individual themes I have been bullish on in [----] alongside the majority of the street have been data center and crypto companies. $GLXY is one of the only companies in the world that satisfies both. With over [--] billion dollars in digital assets ( $BTC $ETH $SOL - and issued positions in many treasury companies like $BMNR and $SBET) alongside a [--] year partnership with the company who"
X Link 2025-07-21T21:16Z [---] followers, [----] engagements

"Does anyone have any good articles/videos to read and or watch about the significance of the Fusaka upgrade Would love to get a little more familiar with it ⚡ UPDATE: Ethereum devs agree on Fusaka upgrade timeline for early November mainnet launch with public testnet upgrades starting late September. https://t.co/lVrRWWA4bM ⚡ UPDATE: Ethereum devs agree on Fusaka upgrade timeline for early November mainnet launch with public testnet upgrades starting late September. https://t.co/lVrRWWA4bM"
X Link 2025-07-22T04:19Z [---] followers, [----] engagements

"$IREN $GLXY Maybe I dont own enough "We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in [----] and [----] respectively. With several other U.S. companies developing frontier AI models we expect total frontier AI training demands in America to reach 20-25GW in "We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in [----] and [----] respectively. With several other U.S. companies developing frontier AI models we expect total frontier AI training demands in America to reach 20-25GW in"
X Link 2025-07-22T17:13Z [---] followers, [---] engagements

"$SBET casually down 40% this week"
X Link 2025-07-24T20:33Z [---] followers, [---] engagements

"@HyperTechInvest $WYFI"
X Link 2025-08-01T06:44Z [---] followers, [----] engagements

"@StockSavvyShay @FuturumEquities $MU getting some love"
X Link 2025-08-02T21:19Z [---] followers, [---] engagements

"Everything You Need to Know Regarding $WYFI's IPO - Latest Data Available As most of us know $BTBT is spinning off their most profitable side of the business known as WhiteFiber ( $WYFI )- an AI and Datacenter player that is well known for infrastructure services across Datacenters. Now that the quite period is somewhat over we have been getting more and more information about what else is new with the incoming IPO. $WYFI's $125 million IPO at the midpoint price of approximately $16 per share creates a financial structure that balances growth capital access with strategic control retention."
X Link 2025-08-04T14:48Z [---] followers, [----] engagements

"$GLXY We have met some resistance around the $32 mark but this Cup & Handle seems like it wants to move higher. Maybe Earnings tomorrow is the catalyst to break it through that resistance are and we are off too $38-$40 soon I'm loving the look of this chart at the moment excited to see what Mike has to say on the call tomorrow"
X Link 2025-08-04T18:18Z [---] followers, [----] engagements

"The Firefly Aerospace IPO: A Comprehensive Investment Analysis and Everything You Need to Know Pre-IPO 🧵 $FLY's Aerospace's upcoming initial public offering represents one of the most significant space industry debuts in recent years as the company seeks to capitalize on its historic lunar landing success and position itself at the forefront of the expanding commercial space economy especially as hot as the space is with recent runs in $RKLB and $ASTS. With an expected valuation of $5.5 billion and plans to trade under the ticker symbol " $FLY " Firefly's IPO offers investors exposure to"
X Link 2025-08-05T16:33Z [---] followers, [----] engagements

"Going to be DCAing a lot as time moves on. [---] GW utterly absurd how large the potential for Helios has become 🚀🚀"
X Link 2025-08-05T17:49Z [---] followers, [---] engagements

"Galaxy Digital Q2 [----] Earnings Report: Comprehensive Analysis 🪙🪙 $GLXY's second quarter [----] earnings report happened yesterday morning and they had revealed not only a dramatic financial turnaround on a QoQ basis but also strategic diversification across digital assets and artificial intelligence infrastructure. The cryptocurrency investment firm delivered a remarkable recovery from first quarter losses while expanding its Bitcoin holdings and VASTLY accelerating its data center initiatives. I wanted to give a quick rundown of some of the most important points made yesterday specifically"
X Link 2025-08-06T14:46Z [---] followers, [----] engagements

"A good CEO looks ahead into [----] and [----] We need to be operate and run the biggest data center in the world by [----] So much to be bullish on $GLXY Galaxy Digital just posted its best month yet. CEO @novogratz joins @katieeperry to unpack @galaxyhq's $9B crypto trade massive data center push and whats next for cryptos fast-moving future. In this candid conversation Mike shares: - Why July was a turning point for https://t.co/QMbaCyt6Eb Galaxy Digital just posted its best month yet. CEO @novogratz joins @katieeperry to unpack @galaxyhq's $9B crypto trade massive data center push and whats next"
X Link 2025-08-06T17:45Z [---] followers, [----] engagements

"I am loving the strength going into $BTBT at the moment $WYFI could be an essential catalyst for the name moving forward. Anyone have an official IPO date"
X Link 2025-08-06T19:20Z [---] followers, [----] engagements

"How Much Is [---] Gigawatts of Power: Scale Comparisons and Applications for $GLXY ⚡⚡ $GLXY Digital's Q2 [----] quarter has announced a planned [---] GW capacity at their Helios data center in Texas. What seems to be the highlight of the earnings call at this moment I wanted to quantify just for $GLXY in the future. To understand the magnitude of this power requirement it's essential to examine what [---] gigawatts can accomplish and how such a facility would compare to major power infrastructure across the United States. [---] GW would position $GLXY Digital's Helios campus among the top 6-8 largest"
X Link 2025-08-06T20:16Z [---] followers, [----] engagements

"@NicolasFlamelX He sounded very confident but more importantly he was more forward looking than I have ever heard him. Looking far into the future makes me want to add more and more shares"
X Link 2025-08-06T20:19Z [---] followers, [---] engagements

"Its happening $WYFI "
X Link 2025-08-07T14:28Z [---] followers, [----] engagements

"Someone please let $BTBT know that $ETH is at 4300"
X Link 2025-08-11T18:16Z [---] followers, [----] engagements

"As disappointing as price action has been for $BTBT we have managed to hold the [---] day at $2.85. That will be a pretty pivotal area of resistance to hold on to as we have gap filled the $2.90-$2.70 range already. With earnings that come on Thursday I think the most important thing to look for is a sign of transparency. How are they viewing thew "failed" $WYFI IPO - and how can they stay up to date as an $ETH treasury with $BMNR and $SBET seemingly leading the race at this point"
X Link 2025-08-11T18:25Z [---] followers, [----] engagements

"$DUOL erasing all of the gains after arguably one of the best reports of the quarter is laughable. The chart does look pretty ugly right here though already losing its [---] day EMA after a monster quarter isn't amazing price action. It has been bouncing off pretty much perfectly off of the [---] day EMA for the past three months and this quarter should've been the catalyst needed for the breakthrough. Seems like institutes/algos have another plan though. Now directly from a Fundamental perspective this business is firing on all cylinders. Utterly phenomenal quarter and probably a buy for the"
X Link 2025-08-11T18:46Z [---] followers, [----] engagements

"Someone let $BTBT know they own 80% of $WYFI Lets get this show in the road please"
X Link 2025-08-13T19:20Z [---] followers, [----] engagements

"Bit Digital ( $BTBT ) Q2 [----] Earnings Preview and What Investors are Looking For 🪙🪙: Across some disappointing price action over the past week or so $BTBT faces a critical report as its Q2 [----] earnings drop tomorrow (August [--] 2025). With investors demanding clarity on the company's pivot from Bitcoin mining to Ethereum staking and AI infrastructure - specifically its $WYFI carve out. The earnings call represents a critical juncture where management must address mounting execution concerns persistent cash burn and the viability of its ambitious transformation strategy. Wall Street expects"
X Link 2025-08-13T20:24Z [---] followers, [----] engagements

"$IREN is a better business and it really isnt close compared to $WULF But this is probably bearish news. A [---] MW load signing with a hyper scaler before we get any news about $IRENs [---] GW total load Maybe this is a knock on $IRENs IR team and being transparent but there really is no reason we shouldnt be leading the charge in terms of Bitcoin Miners singing deals. Ive heard the patience is a virtue story with this company but at the very least give investors some clarity on whether conversations are happening or not. $WULF up 39%"
X Link 2025-08-14T14:20Z [---] followers, 19.2K engagements

"TeraWulf-Google Partnership: $3.7 Billion AI Infrastructure Deal Breakdown 🪫⚡ TeraWulf Inc. ( $WULF ) announced today a partnership that fundamentally repositions the company from a Bitcoin mining operation to a major AI infrastructure provider something that many people who follow Bitcoin mining stokcs have been waiting for. The deal involving Fluidstack as the primary customer and Google as the financial backer has sent the stock surging over 40% in today's trading session. The partnership centers on two separate 10-year high-performance computing (HPC) colocation agreements with"
X Link 2025-08-14T18:33Z [---] followers, 29.6K engagements

"@TheShortBear I see it between UNH and UPS really"
X Link 2025-08-14T19:13Z [---] followers, [----] engagements

"A close above $19 would be big for $IREN today"
X Link 2025-08-14T19:41Z [---] followers, [---] engagements

"$BTBT [--] Debt [---] Million Dollars in Cash [---] Million in $ETH Long $BTBT Second Quarter [----] Financial Highlights Total Revenue: $25.7MM Adj EBITDA: $27.8MM Cash & Cash Equivalents: $181.2MM Total ETH Held: [------] Total ETH Value: $511.5MM Balance Sheet: [--] debt 🔗 Read the full report: https://t.co/AhbQhOiGCO https://t.co/348IPsaG95 $BTBT Second Quarter [----] Financial Highlights Total Revenue: $25.7MM Adj EBITDA: $27.8MM Cash & Cash Equivalents: $181.2MM Total ETH Held: [------] Total ETH Value: $511.5MM Balance Sheet: [--] debt 🔗 Read the full report: https://t.co/AhbQhOiGCO"
X Link 2025-08-14T20:16Z [---] followers, [----] engagements

"$SBET $BTBT Jesus I thought the re-rating would happen the other way. $SBET down 26% this week $BTBT down 6%"
X Link 2025-08-15T17:16Z [---] followers, [----] engagements

"10 shares a day keeps the doctor away Take the time to watch some of Mikes interviews on $GLXYs YouTube page if you are a shareholder Or just across any media platform The $GLXY team is on a mission and that can be seen by the $1.4 Billion dollar refinancing announced today. Acceleration is the name of the game and Im excited to be apart of the process Have quite literally never been more bullish $GLXY https://twitter.com/i/web/status/1956405686079991927 https://twitter.com/i/web/status/1956405686079991927"
X Link 2025-08-15T17:20Z [---] followers, [----] engagements

"So close to graduating from her teenage years $IREN $IREN with its highest close since November 2021"
X Link 2025-08-15T21:04Z [---] followers, [---] engagements

"Why Are Miners Catching a Bid Today 💵 Across the board it seems as if a lot of miners turned to AI/HPC play have began to catch a bid - with many being up between 5-10% through intra-day trading. The primary catalyst being $WULF's performance is Google's expanded investment commitment which has grown from an initial $1.8 billion to a $3.2 billion backstop financing arrangement. This increase accompanied $GOOG's stake expansion from 8% to 14% ownership in $WULF positioning the tech giant as a major strategic partner in the company's transformation. The partnership centers on $WULF's Lake"
X Link 2025-08-18T18:28Z [---] followers, [---] engagements

"$WYFI on some pretty low volume but a solid pump. Assuming its tailing the $WULF news $BTBT needs to start tailing sooner or later right"
X Link 2025-08-18T19:10Z [---] followers, [----] engagements

"Is $BITF the cheapest miner to HPC play in the market right now"
X Link 2025-08-19T04:27Z [---] followers, [----] engagements

"@SixSigmaCapital This tweet proves absolutely nothing 😭"
X Link 2025-08-19T17:46Z [---] followers, [----] engagements

"WHAT an overnight move from $SOFI"
X Link 2025-08-25T00:32Z [---] followers, [----] engagements

"Note that 43% of revenue was allocated to R&D for $SNOW One of the largest growth companies in the space - and fighting with the best of the best on a Rule of [--] Scale Look how good $DUOL looks here too 👀👀"
X Link 2025-09-01T01:05Z [---] followers, [----] engagements

"The run that $IREN has had will shortly be mirrored by $GLXY One of the largest and most trusted crypto management teams in the space - offering investment banking services (on the $HOOD and Bitstamp deal) asset management and prop trading for all their customers. On top of that they have secured [--] GW and are already partnered with the sole leader in Datacenter leasing in $CRWV with expected margins to reach 90%+ when Helios is active There is nothing not to love with $GLXY. If you are bullish on AI and Crypto (the two largest themes in the market now) then you have no reason to not be"
X Link 2025-09-03T01:01Z [---] followers, [----] engagements

"Intraday bleeding for most miners and a lot of AI names across the board $IREN down from up 5% premarket to -4% $CRWV almost 50% off of its highs Most intriguing thing to me here though is the POSSIBILITY of $CLSK moving toward a possible AI/HPC play If that does happen how far does $CLSK pump to"
X Link 2025-09-03T18:35Z [---] followers, [----] engagements

"Exploring other verticals have to be the most exciting words that any $CLSK investor could possibly hear I have no position at this time. But [--] GW that could position itself to help out any hyper scaler could prove to be extremely beneficial to $CLSK stock price Keeping an eye on this for now Introducing $CLSK's August Bitcoin Mining Update (as of 8/31/25): *Bitcoin Production: [---] *Total Bitcoin Holdings: [-----] *Operational Hashrate: [----] EH/s *Average Operating Hashrate: [----] EH/s (1.4 EH/s Growth Month Over Month) *Peak Efficiency of Deployed Fleet: [-----] J/Th https://t.co/SthtDSLV0d"
X Link 2025-09-03T18:37Z [---] followers, [----] engagements

"Mining Performances since April Lows $IREN 423% 🤯🤯 $CLSK 38% $BITF 91% $CIFR 281% $RIOT 113% $IREN has to be one of the highest growing stocks since the April low (the highest in familiar with besides $OPEN). The Queen stands at the top 👑👑"
X Link 2025-09-03T18:41Z [---] followers, [----] engagements

"Gemini IPO: An Analysis of the Winklevoss Twins' Cryptocurrency Exchange Public Offering $GEMI The Winklevoss Twins were popularized in media in their play in the The Social Network and their part throughout the initial launch of $META (formerly Facebook). Well the two crypto twins just officially launched its initial public offering (IPO) for $GEMI one of the worlds leading crypto exchanges. Seeking a valuation of up to $2.22 billion and aiming to raise $317 million this IPO represents one of the most closely watched cryptocurrency industry public offerings of the year. The timing coincides"
X Link 2025-09-03T21:31Z [---] followers, [----] engagements

"$SOFI after the Josh Allen Partnership. Right Right"
X Link 2025-09-03T21:35Z [---] followers, [----] engagements

"One of @RHouseResearch most touched on drivers for $GLXY compared to many miners like $IREN $CLSK $MARA and many more is the vast difference in dilution numbers when comparing companies $GLXY stands as a remarkable exception among cryptocurrency-related companies representing disciplined capital allocation even in the high-growth digital asset sector. From [----] to [----] the company increased its weighted average shares outstanding from [----] million to just [-----] million representing a conservative 33.1% dilution. How does this compare to many of the favorite miners on X The data below reveals"
X Link 2025-09-05T20:46Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing