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@BTCAxis Avatar @BTCAxis The Concealed Horizon

The Concealed Horizon posts on X about gpu, bitcoin, infrastructure, finance the most. They currently have XXX followers and XXX posts still getting attention that total X engagements in the last XX hours.

Engagements: X #

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Mentions: X #

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Followers: XXX #

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CreatorRank: undefined #

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Social Influence #

Social category influence cryptocurrencies finance stocks currencies

Social topic influence gpu, bitcoin, infrastructure, finance, accounting, esg, core scientific, bitcoin mining, mining, pays

Top assets mentioned Bitcoin (BTC) Core Scientific, Inc. Common Stock (CORZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"Finance is simply temporal arbitrage between information and capital"
X Link @BTCAxis 2025-10-15T03:01Z XXX followers, XX engagements

"6/ Risks & challenges - Regulatory / ESG pushback: large energy consumption and emissions scrutiny may constrain scale or trigger taxes/regulation. - Execution complexity: monitoring structuring and accounting for mixed BTC / compute cashflows is nontrivial. - Correlation risks: if both GPU demand and BTC crash the dual-basket bets decline together. - Valuation opacity: markets may misprice or de-rate hybrid structures until track records emerge"
X Link @BTCAxis 2025-10-13T18:58Z XXX followers, XX engagements

"4/ Carry mechanics (GP sleeve analogues) Here are three structured ways to bake BTC / compute carry into infrastructure deals: 4a. Treasury-promote via curtailable windows - The GP (infrastructure provider) receives a promote or carry paid in BTC derived from flexible/curtailable load windows. - When spot electricity is high infrastructure owner curtails compute mines BTC opportunistically and captures upside. - The promote is collateralized by energy asset cashflows; downside is bounded by fixed cost commitments"
X Link @BTCAxis 2025-10-13T18:54Z XXX followers, XX engagements

"1/ 🧵 What if Bitcoin is not just digital gold but energy-indexed carry Electricity hashing BTC = a monetization axis. In such a regime ownership of power + land + interconnect + cooling becomes akin to owning an equity royalty on computation. This is taxing the compute and it behaves like carry"
X Link @BTCAxis 2025-10-13T18:48Z XXX followers, XX engagements

"2/ The core thesis: Bitcoin is a monetary asset whose creation is tightly coupled to electron flows. Entities that supply the electrons (and the infrastructure envelope) can negotiate equity-style economics (warrants revenue share per kW power royalties). Thus cheap energy + site = a call on compute upside"
X Link @BTCAxis 2025-10-13T18:49Z XXX followers, XX engagements

"3/ Proof point: CoreWeave / Core Scientific - CoreWeave recently inked a 12-year multi-hundred MW deal with Core Scientific converting Bitcoin mining sites into GPU / HPC hosting centers. - In doing so CoreWeave essentially pays to lock in firm power + campus optionality and avoids leasing overheads. - The market responded: securing power = strategic moat rather than just a hosting contract. Its early evidence that the market is already treating power + real assets as equity in the compute stack"
X Link @BTCAxis 2025-10-13T18:52Z XXX followers, XX engagements

"7/ Forward impact & speculation - As these structures proliferate we may see compute-royalty funds that invest in land + power assets and collect warrants / BTC share rather than fixed lease income. - Some miners / infra firms will transition into infra-GPs where their primary asset is the optionality over compute not hash machines. - Public data center REITs may begin issuing power carry units or smart royalty bonds tied to AI hosting / BTC indices. - We may witness capital reallocation: investors shifting from pure BTC long to energy-as-equity long targeting infrastructure with embedded"
X Link @BTCAxis 2025-10-13T18:58Z XXX followers, XX engagements

"4b. Hashrate-linked carry / dual basket - GPs return is tied to a blended basket: (i) AI hosting rents (USD compute income) + (ii) BTC proceeds proportional to hashrate or BTC mined. - This fuses energy money (BTC) with energy compute (AI). - In stress regimes (e.g. GPU demand softens) the BTC leg can serve as a delta hedge or optional payout"
X Link @BTCAxis 2025-10-13T18:54Z XXX followers, XX engagements