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@TheKamaHsutra "@BistrainJoseph Kaspa is the alt coin of choice of friendly ghosts everywhere"
X Link @TheKamaHsutra 2025-10-15T04:23Z 9184 followers, 1299 engagements

"$BITF just keeps on adding the right personnel for their transition towards AI/HPC. Jeffery Lucas has served BITF well during his tenure. I recall watch interviews of him listening in on earnings calls with him and he has always provided meaningful commentary to their decisions. BITF holders would like to say thank you. With the appointment of Jonathan Mir as new CFO to replace Mr. Lucas BITF is showing they grabbing some of the best talent they can find for the team. Jonathan Mir has over XX years of experience in the power energy and infrastructure game that is well connected to Wall"
X Link @TheKamaHsutra 2025-10-14T13:12Z 9185 followers, 43K engagements

"@edvestments 💯 Not just becoming a US domestic issue $BITF will actually have HQ redomiciled to the US as well. Should really help visibility of this forgotten AI energy play"
X Link @TheKamaHsutra 2025-10-06T05:41Z 9125 followers, 7794 engagements

"@Wyatts_Torch @poolsideai Ok sure none of your posting has ever hinted at being valuable. All you spout is IREN hate. Show me a piece that has any real insight. 😂"
X Link @TheKamaHsutra 2025-10-15T23:41Z 9184 followers, XXX engagements

"@mikealfred What da. Fiji"
X Link @TheKamaHsutra 2025-10-15T04:45Z 9185 followers, 3316 engagements

"The tractor is rolling at the Farms. $BITF had it's highest volume trading day ever at over XXX million shares traded. This came on the back of the news that they have converted their $300mil debt facility from Macquarie. Just look at how BITF's daily volume has gone to a whole new level since the HCW conference and @hashoveride buying his first tranche of shares on the open market. It's about almost 3x the daily average of prior. $BITF is very openly telling us how these funds will be used a total of $100mil will have been drawn from the $300mil that was secured from Macquarie. The civil"
X Link @TheKamaHsutra 2025-10-10T21:13Z 9176 followers, 24.2K engagements

"I don't think my previous criticism of $RIOT's Corsicana site being too small still holds. Initially Corsicana was a very small site and had a very poor acres/MW ratio for a large AI/HPC campus as it was only XXX acres. However give credit where credit is due $RIOT has done a great job increasing the total acreage at Corsicana to XXX as this writing. This now gives Corsicana an acres/MW ratio of XXXXX which is not far behind that of SW1's generous XXXXX and pretty generous in it's own right. Corsicana is a very attractive site and will get a deal soon. However it doesn't fit into the OpenAI"
X Link @TheKamaHsutra 2025-10-13T11:53Z 9184 followers, 4835 engagements

"I literally have no words. 😂"
X Link @TheKamaHsutra 2025-10-15T02:12Z 9185 followers, 68.8K engagements

"@BSide911 Bora Bora🌴⛱"
X Link @TheKamaHsutra 2025-10-12T14:58Z 9025 followers, XXX engagements

"🎩 I just woke up and now I have my tin-foil hat on.🎩 Consider the following: ➡ $IREN has numerous references to Abilene in company material in the past. ➡ Open AI takes a stake in $AMD. ➡ IREN started procuring AMD MI355X. ➡Open AI has the most ambitious buildout by GWs in history. ➡ @mikealfred started saying every MW will be used for AI. ➡ @danroberts0101 likely still in NYC media available. ➡ IREN's monthly operational update not out today. Was this too obvious from the start and now it's became not obvious at all SW2 also sits at heart of dense windfarms clusters with some of the"
X Link @TheKamaHsutra 2025-10-06T13:19Z 9183 followers, 80.7K engagements

"Congratulations @hashoveride and Team $BITF Such a misunderstood company. Just keep cooking Ben and we'll see you soon for a space on X and catchup up on all the happenings at Bitfarms. People need to wake up that Bitfarms had transitioned for over a year now with all the right pieces in place"
X Link @TheKamaHsutra 2025-10-10T14:43Z 9184 followers, 23.9K engagements

"@StockStormX Never heard of $MARA. is that a trash disposal stock like $WM 😂"
X Link @TheKamaHsutra 2025-10-08T22:36Z 9000 followers, 1237 engagements

"We know @IREN_Ltd Co-CEO Daniel Roberts has been in the US since at least September 7th to attended the All-In Summit. X. Los Angeles CA Sept X All-In Summit X. Las Vegas NV Sept X YOTTA Digital Infrastructure Conference X. Santa Clara CA Sept XX AI Infra Summit X. New York City NY Sept XX Yahoo Finance X. Englewood Cliffs NJ Sept XX CNBC It doesn't appear that he has left the US since his West Coast Tour. If he hasn't returned to Australia since leaving the West Coast and has appeared in the East Coast would it be safe to assume he's spent all his time in the NYC area since We know that"
X Link @TheKamaHsutra 2025-09-27T03:45Z 9005 followers, 83.2K engagements

"OpenAI has been on a torrid pace making deals to ensure that they at or near the top of the AI race. Here is a short summary of the deals they have made in the past X months alone. To get the timeline graphic to this state it took many many prompts and it's still not perfect. I think Sama needs more compute. Can more compute be coming in the form of XXX GWs from $IREN's SW sites Note: I have tried telling GPT to fix the $CRWV logo numerous times and it still won't get it correct even with an uploaded image. It's only half there is that a premonition of it staying asset lite $CORZ deal🤔"
X Link @TheKamaHsutra 2025-10-06T20:14Z 9126 followers, 7844 engagements

"@HODLingFool @LeeWinbush Sold my last chunk in very early 2024 and never looked back. That was my biggest position last cycle but this cycle completely changed when the AI MW arbitrage trade surfaced. Those who recognized it early and positioned for with the best horses have been rewarded"
X Link @TheKamaHsutra 2025-10-15T11:35Z 9134 followers, XX engagements

"@JaMarc0 @eisokant @CoreWeave @FransBakker9812 No Pecos County which further West down the I20 where CORZ has a facility as well"
X Link @TheKamaHsutra 2025-10-15T14:10Z 9177 followers, XXX engagements

"💲5 $BITF has closed over $X and as a man of his word @hashoveride has agreed to a time for the next Bitfarms Kitchen Stadium Event 💲5 Please join myself co-hosts @bitcoinbutcher1 @litigious_dulce and @midlevelcruiser at X PM EST on Monday October 20th for this must listen to event. Ben has also graciously offered more than just X hour of his valuable time We should be able to open up questions and speakers from the floor this time around. You will not want to miss out the free recipes of Chicken Tikka Masala. I mean AI/HPC pivots from Ben Gagnon"
X Link @TheKamaHsutra 2025-10-14T15:27Z 9185 followers, 63.6K engagements

"@MugenIppo It won't do anything for the stock price as anyone can see when $IREN got the right CFO in place what happened to the type of financial deals they can come up with"
X Link @TheKamaHsutra 2025-10-14T14:04Z 9167 followers, XXX engagements

"A great slide deck from @mcF_dan to help you $IREN pill some people who might need it. NFA. 😉"
X Link @TheKamaHsutra 2025-09-29T19:47Z 9134 followers, 19.8K engagements

"@mikealfred He asked for a pro forma income statement of IREN's CSP. This would be closest thing that I have for it reverse engineered using DLR pro forma and my own modelling of $IREN's CSP business at PG:"
X Link @TheKamaHsutra 2025-09-30T03:45Z 9130 followers, 4337 engagements

"Yes I think he has done a great job so far in the transition. People hype up other companies about their AI/HPC pivot but I still see the same personnel running the show. Companies such as $IREN and a couple of others already had the right personnel in place from the start but for pivoters who didn't you must see that transition in personnel before taking the ambitions more seriously"
X Link @TheKamaHsutra 2025-10-14T13:23Z 9160 followers, XXX engagements

"@Docofgothm @tfp6 @poolsideai No because $IREN has much faster time to energization unless poolside say they can energize XXX GW by H1 2026 and all X GW before end of 2027. The pie is also more than big enough for multiple winners"
X Link @TheKamaHsutra 2025-10-16T00:51Z 9184 followers, XXX engagements

"🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often but when I have used it like I did for $IREN's BTC mining fleet around the same time last year the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the recent $IREN earnings call I was just as mind-blown by what they had announced in their guidance. The guidance is just as ambitious as their accelerated EH growth guidance in the May 2024 earnings call. However this is arguably an even much more ambitious plan for $IREN since it's entering into an arena that is far more"
X Link @TheKamaHsutra 2025-08-31T22:47Z 9184 followers, 122K engagements

"@HYBITCOIN No idea if it happens sooner than late great"
X Link @TheKamaHsutra 2025-10-13T21:09Z 9141 followers, XXX engagements

"@StockMeetUps @litigious_dulce @bitcoinbutcher1 @FransBakker9812 @mikealfred Yeah. with warmongering warlords all over the continent. 😂😂😂"
X Link @TheKamaHsutra 2025-10-14T15:13Z 9162 followers, XX engagements

"Land is not a concern for $IREN. They always plan the land purchases as they get close to the connection agreement time being confirmed after it has passed the load studies. This is the current land that is under IE US Development Holdings X Inc. for the Bull Data Center project at SW1 as of May XX 2025 which may still grow in size. This site is over 1300 acres for 1400 MW the acres/MW ratio is XXXXXX which is an extremely high ratio as is without adding any additional land at SW1. Note that in that November 2024 slide from IREN they clearly state that the substation shown for the SW1 site"
X Link @TheKamaHsutra 2025-10-05T15:35Z 9128 followers, 9688 engagements

"$IREN announced their latest convertibles offering last night after hours and it has created some weak price action for the Queen today. Consider that your dip buying opportunity. Consider the following: $CIFR announced their convertibles offering on the same day they announced their FluidStack/Google deal on September XX prior to market open. It put a damper on their share price even with deal announcement until they further announced an update to the convertibles and what the conditions were. CIFR later announced an incredibly bullish update to their offering the amount was upsized from"
X Link @TheKamaHsutra 2025-10-08T21:39Z 9184 followers, 83.1K engagements

"I think you've sorely mistaken the situation. Consider the following: $BITF made the pivot to AI/HPC even before the $SDIG acquisition. The Sharon acquisition was the first sign. So people recognized the situation in real time. 😉 $BITF has overhauled the BOD and has removed the South American founding contingent. With all due respect the South American contingent was the incompetent faction within BITF. Some of whom were not qualified to run a publicly listed company and more adept at running cookie factories. The overhaul of the BOD included the appointment of a key piece such as Wayne Duso"
X Link @TheKamaHsutra 2025-10-09T02:18Z 9185 followers, 37.7K engagements

"@Atzaran3 @eisokant @CoreWeave @FransBakker9812 👀"
X Link @TheKamaHsutra 2025-10-15T14:07Z 9176 followers, XX engagements

"@KristophJeffers If anyone bought when Ben Gagnon first bought they would have been well rewarded"
X Link @TheKamaHsutra 2025-10-11T04:46Z 8987 followers, XXX engagements

"@NUFC4tress @hashoveride They will both do great $BITF is a legit AI play that people slept on. Price action wasn't good because of $RIOT being a bunch of douchebags. They also don't get the kind of love from other posters on X. It will be a sleeper no more"
X Link @TheKamaHsutra 2025-10-10T14:49Z 9130 followers, XXX engagements

"@JeebsTX @cantonmeow Is that how stacking $ETH looks like"
X Link @TheKamaHsutra 2025-10-12T23:11Z 9041 followers, XXX engagements

"Google does have a history of clustering their AI DCs in a certain region. As per the SemiAnalysis article here: "There are three sites XX miles from each other (Council Bluffs Omaha and Papillon Iowa) and another site XX miles away in Lincoln Nebraska." $IREN's SW2 is about XX miles from the Google site right beside the Alamo X Solar Project. This would certainly be within the XX mile distance between Google's Lincoln Nebraska DC and their X DCs around Omaha. I wouldn't image it being that difficult to lay a direct dark fiber connection between the Google site to SW2 if they were truly"
X Link @TheKamaHsutra 2025-09-21T15:12Z 9118 followers, 25.4K engagements

"Bro you're pissed because you sold $IREN at the bottom and you don't want to be wrong about selling a generational opportunity such as IREN. You feel compelled to shit on it every chance you get isn't that obvious sour grapes 😂 $IREN keeps proving you wrong and it will continue to do so"
X Link @TheKamaHsutra 2025-10-05T22:33Z 9166 followers, XXX engagements

"All of us want thank @hashoveride for so graciously giving us more than an hour of his time talking $BITF. There is also a deal to be announced Not $BITF with a hyperscaler (yet). but Ben Gagnon has agreed to do another space with us at $X BITF and then again at $XX BITF. I think there are very good odds of those spaces happening in the future. 😉"
X Link @TheKamaHsutra 2025-09-16T22:23Z 9177 followers, 133.6K engagements

"Please join myself @bitcoinbutcher1 @litigious_dulce @midlevelcruiser hosting $BITF CEO @hashoveride to talk about Bitfarm's pivot to AI/HPC. Tomorrow at 5PM Eastern No holds barred you will not want to miss it 😉"
X Link @TheKamaHsutra 2025-09-15T20:10Z 9184 followers, 111.4K engagements

"@yukkeyo Yeah. you guys use too much paper tickets and stuff for everything. 😂 I even brought some of my $IREN gear on the trip last year. Will have more mining gear to wear on this trip thanks to @McnallieM. 😉"
X Link @TheKamaHsutra 2025-10-12T23:08Z 9037 followers, 3531 engagements

"@DillinghamDill They do now. cobbled some low quality sites that $APLD didn't want. then also have some shitty sites in Texas that are know to have no fiber access from the last time I looked at them. 😂"
X Link @TheKamaHsutra 2025-10-15T04:26Z 9181 followers, XXX engagements

"@NoKnownHeir @Wyatts_Torch @poolsideai Single digits. 😂"
X Link @TheKamaHsutra 2025-10-15T23:31Z 9178 followers, XX engagements

"Someone found this for me on a Facebook group. I didn't even know that group existed but thank you for the support FB $BITF group. 🙏"
X Link @TheKamaHsutra 2025-10-14T02:10Z 9184 followers, 14.5K engagements

"@ALLINGUY7 @bitcoinbutcher1 @FransBakker9812 @litigious_dulce Don't worry about BTC production decreasing if they are swapped out for air-cooled B200/B300. Those are a net profit printing hack in Canada"
X Link @TheKamaHsutra 2025-10-12T23:49Z 9037 followers, XX engagements

"We all know that @hashoveride was the former Chief Mining Officer at $BITF prior to becoming CEO. The CMO title was non-existent in the BTC mining industry until BITF created that role for Ben Gagnon. From his seminars on BTC mining and how well he's squeezed everything out of BITF's mining fleet we know he's a very technical person. In my estimation he's somewhat of a hardware and computing geek no offense Ben. 😅 From his past prior to BITF Ben had started his own BTC mining operations in China starting around 2015. If anyone knows anything about the history of BTC you do not start mining"
X Link @TheKamaHsutra 2025-09-15T16:24Z 9123 followers, 21.8K engagements

"We always knew that $IREN would execute their track record already speaks for itself when it comes to promised deliverables. There aren't many specific details of the contracts or the counterparties as of yet. Just a couple of quick thoughts from the PR: The 11k GPUs being contracted ahead of delivery confirms the insatiable demand for AI compute at this time. $IREN haters have been proven wrong once again. The GPUs are being contracted on average of X year terms that support the X year payback revenue IREN has projected. Luckily we have a model that can estimate some of that. I had"
X Link @TheKamaHsutra 2025-10-07T11:42Z 9037 followers, 48.3K engagements

"With all due respect @FinancialErnie that is an extremely flawed analysis. $IREN and $CLSK may have been competitors in the BTC mining business. However as AI/HPC they're miles apart in terms of site assets and also AI DC expertise. In terms of site assets I won't even go into the SW sites for now since they're not energized yet but will be very soon. As of this very moment $IREN has XXX MW of energized infrastructure. $CLSK say they have XXXX GW under contract but I don't know the exact MW of built out infrastructure at this time. What is more important is the site quality time to"
X Link @TheKamaHsutra 2025-10-09T18:42Z 9184 followers, 60.9K engagements

"@Wyatts_Torch @poolsideai If you can't see that they are planning to build and own their own infrastructure then you're blind and biased"
X Link @TheKamaHsutra 2025-10-15T23:21Z 9185 followers, XXX engagements

"@StephenZeiner @hashoveride @bitcoinbutcher1 @litigious_dulce @midlevelcruiser No problem Steven these questions have to be addressed. Anyone who is not interested already knows and not going to work with $BITF. However we also know that it won't be an issue with anyone they move forward with"
X Link @TheKamaHsutra 2025-09-17T21:00Z 9123 followers, 1854 engagements

"You have to think about it this way. He's a young CEO that's only been on the job for a year so he wasn't making massive CEO money prior to this. He's probably got a young family and mortgage still to pay (or maybe not 😂). He's already going to get RSU shares regardless and he's still putting money in. Once this money goes in it's going to be a long long time before he can take it out. It will be a bad look if he sells these shares people will see it. He's putting his money where his mouth is"
X Link @TheKamaHsutra 2025-10-10T20:51Z 9037 followers, XX engagements

"@Wyatts_Torch @poolsideai Ok sure. $CIFR just proved you wrong with their deal at Barber Lake. so why don't just eat the humble pie. 😂"
X Link @TheKamaHsutra 2025-10-15T23:26Z 9185 followers, XXX engagements

"🚨Much Improved $IREN napkin math for CSP🚨 The above post was already quite long and I didn't want to really dive deeper into the math in the same post. The math above still works but it's very napkin in nature and doesn't take into more real world scenarios and costs. I think the math of $IREN's CSP business warranted it's own separate post. To calculate the CSP business is more nuanced than BTC mining but with $IREN having supplied most of the important numbers and we can fill in the rest with some research we can model out their CSP business much better. I would still call it napkin math"
X Link @TheKamaHsutra 2025-09-05T06:05Z 9185 followers, 90.6K engagements

"@jiahanjimliu $MARA is $WM 😉"
X Link @TheKamaHsutra 2025-10-15T14:03Z 9184 followers, 1121 engagements

"This guy starts flexing his equity analyst title tells people they don't know what they're talking starts using profane ad hominem attacks and has the nerves to play the uno reversal card telling people to learn humility Seriously from all my post I don't think many or anyone has took me for being arrogant. Quite the contrary I stay humble and keep working my butt off. Come on @james_j_otis do better"
X Link @TheKamaHsutra 2025-10-11T15:49Z 9184 followers, 9679 engagements

"When I first saw this graphic on the CNBC interview with Jensen Huang I couldn't believe my eyes that $IREN's logo was right up there with the other NVDA deals that were titled "KEY DEALS in 2025". We know that no deal has been announced between $IREN and NVDA yet or ever aside from just getting preferred partner status. However there are hundreds of other companies with that kind of status for various NVDA products and services. That certainly wouldn't warrant being on that graphic especially alone by itself looking prominent would it On a recent BG2 podcast (see below) Jensen just randomly"
X Link @TheKamaHsutra 2025-10-12T14:50Z 9184 followers, 95.2K engagements

"Ok Jim since we don't have a pro forma income statement from $IREN's CSP business at Prince George with 23k GPUs that would generate the $500mil ARR yet. I have used the $DLR pro forma income statement that you have provided and integrated into my napkin math model for IREN's CSP business at PG. I like to break everything down to $/MW/year which makes it easy to see at different scale. The revenue generation numbers for $IREN's GPU fleet isn't hard it's simply: GPUs X Hours in a year X Average GPU hour price X Utilization coefficient This can easily be seen in my napkin math spreadsheet"
X Link @TheKamaHsutra 2025-09-30T03:34Z 9176 followers, 12.8K engagements

"@GavinSBaker If Blackwell pricing is going up and less susceptible to pricing decay than the Hoppers then $IREN will just be raking in profits with B200/B300 deployments in Canada. You may want to buy some $IREN now before it takes off again"
X Link @TheKamaHsutra 2025-10-08T20:45Z 9184 followers, 9680 engagements

"@yukkeyo @McnallieM Christmas day is scheduled for Fujikawaguchiko. Just invest in $IREN as easy as that. 😂"
X Link @TheKamaHsutra 2025-10-12T23:21Z 9060 followers, XXX engagements

"@StockStormX But you're not worried about the current $DLR power portfolio vs someone like $IREN Or the fact that almost none of their legacy DCs can be converted to AI/HPC use and stuck at GPU cloud use I'm on the other side of who is going to win going forward"
X Link @TheKamaHsutra 2025-10-12T21:53Z 9169 followers, XXX engagements

"🍴What will the $IREN Chefs cook up next 🧑🍳"
X Link @TheKamaHsutra 2025-10-07T23:53Z 9177 followers, 7687 engagements

"Let's see what The Wizards of Auss can cook up for the $IREN monthly operations update that should be here tomorrow morning"
X Link @TheKamaHsutra 2025-10-06T22:37Z 8969 followers, 35.2K engagements

"@Umbisam When I hear the CEO of $CLSK referencing Reggie to shade the valuation of $IREN I can only think of this. 🤔"
X Link @TheKamaHsutra 2025-10-04T20:07Z 9120 followers, 5689 engagements

"@hashoveride Wen Washington"
X Link @TheKamaHsutra 2025-10-11T15:43Z 9130 followers, 1217 engagements

"The $IREN haters are out of the woodwork once again as @poolsideai has just signed a deal with $CRWV. However this deal is very interesting to say the least. poolside will only be the tenant to CRWV for a small portion of the deal while they will actually become the landlord to CRWV for much bigger MWs and for a longer duration. poolside becoming a fully vertically integrated AI company with their own frontier model might come as a surprise to many however if the recent actions from OpenAI was any indication then it was just a prelude to more things going in that direction: control of your"
X Link @TheKamaHsutra 2025-10-15T22:46Z 9185 followers, 44.1K engagements

"And there you have it the updated terms of $IREN's convertible notes offering: Just a few thoughts of my own I will not get into cap calls transactions as I'm not as nearly qualified to speak on this subject as others that will also be posting about this news event. As predicted the amount was increased from the initial figure. When fully upsized the amount will go from $875mil to $979mil this confirms the voracious appetite out there for funding AI related DCs that we all have been hearing about. Why not even more My best guess is that with the already $1bil cash in hand from $IREN's ATM"
X Link @TheKamaHsutra 2025-10-09T13:59Z 9184 followers, 70.2K engagements

"@HYBITCOIN $BITF has ran really hard of late but that is just the catchup part vs the field IMO. There is a lot more run way when deals come to fruition. They are legit AI DC play that has been misunderstood for a long time"
X Link @TheKamaHsutra 2025-10-13T21:01Z 9141 followers, XXX engagements

"@IREN_Ltd am I just being the Jim Garrison of this $IREN case"
X Link @TheKamaHsutra 2025-10-06T16:46Z 9171 followers, 7334 engagements

"@JaMarc0 @eisokant @CoreWeave @FransBakker9812 No they're doing nat gas behind the meter at the Permian Basin"
X Link @TheKamaHsutra 2025-10-15T14:20Z 9178 followers, XXX engagements