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@RHouseResearch Avatar @RHouseResearch Rittenhouse Research

Cipher Mining ($CIFR) recently announced a significant data center co-location deal with Amazon ($AMZN), providing an estimated 200MW of critical IT load capacity, with a total contract value of $XXX billion over XX years. This deal has garnered attention from major investors, including Jane Street, which has disclosed a X% position in Cipher Mining. Additionally, Galaxy Digital ($GLXY) and CoreWeave ($CRWV) are also making notable advancements in the data center and AI spaces.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

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

Social topic influence $iren #215, $glxy #56, $crwv #123, $msft 7.69%, debt #1575, bank #3441, $88b 5.13%, $82b 5.13%, if you 5.13%, $nbis XXXX%

Top accounts mentioned or mentioned by @closenberger @floodcapital @actaccordingly @defisurfer808 @lootdropcapital @agrippainv @santiagoroel @jordaantrades @thebtcminingguy @agrippa_inv @novogratz @realjimchanos @contrariancurse @leopoldasch @abigubifooty @skeptical1704 @liebermanaustin @austranskolswft @counterpartytv @notthreadguy

Top assets mentioned IREN Limited (IREN) Galaxy Digital Inc. (GLXY) CoreWeave, Inc. (CRWV) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Freicoin (FRC) Freshpet, Inc. (FRPT) TeraWulf Inc. (WULF) JPMorgan Chase (JPM) ProCap BTC (BRR)

Top Social Posts

Top posts by engagements in the last XX hours

"With all due respect your take here is ridiculous especially considering how other "data center developers" in your ETF's portfolio operate. Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming XX% LTC (i.e. that Galaxy $GLXY can raise XX% or $5.3B of the total CapEx bill via project-level debt financing) Galaxy still needs to contribute $1.3B of cash equity into the project. $300MM or so has already been funded resulting in $1B of additional equity capital needed. Note that $GLXY has already raised $1.4B of non-dilutive project level debt from DB for Phase I (133MW) and"
X Link 2025-10-11T17:52Z 8110 followers, 173.7K engagements

"Remember when current $IREN Board Member Mike Alfred tweeted that he was short First Republic Bank $FRC on March XX 2023 And then told a compete and utter lie that a bank run was occurring at First Republic just one day later Note that First Republic didnt go into receivership until May"
X Link 2025-11-20T21:30Z 8110 followers, 11.7K engagements

"I had previously thought that @RealJimChanos converting his biz to a family office / research shop would mark the top and then I thought that Nate Anderson retiring would mark the top but this post + you pitching a long at Sohn surely definitively going to mark a top right"
X Link 2025-12-09T23:07Z 8110 followers, XXX engagements

"@ContrarianCurse Who do you think is renting the data centers that private credit lenders such as Blue Owl are financing the construction of"
X Link 2025-12-10T23:37Z 8110 followers, XXX engagements

"Rookie Fund Manager @leopoldasch: $4.1B AUM Veteran Fund Manager Matthew Sigel: $48MM AUM The audacity (and / or sheer delusion)"
X Link 2025-11-18T22:51Z 8103 followers, 6962 engagements

"$8.8B of CapEx: - $3B of data center CapEx ($15MM per MW x 200MW to build the data center) -$5.8B on GPUs To return $8.2B of EBITDA ($9.7B TCV x XX% margin). You read that correctly - $IREN is spending $8.8B to earn $8.2B. There is literally more cash going out the door than coming in on this deal"
X Link 2025-11-28T23:21Z 8104 followers, 104.8K engagements

"@LootDropCapital Well on the signed contract theres $8.8B going out and $8.2B going in so the unlevered IRR is negative. Not sure if you know how math works but"
X Link 2025-11-29T01:00Z 8103 followers, XXX engagements

"@Agrippa_Inv Lol you want me to build out a monthly model to juice the unlevered IRR XX bps to XXX% Talk about clutching at straws. And if this is such a leveragable deal why hasnt $IREN announced the financing yet We both know why - dilutive equity on the way 😂"
X Link 2025-11-29T01:27Z 8103 followers, 2215 engagements

"By my estimation Nebius $NBIS is earning $XXXX per GPU hour for their Microsoft $MSFT deal versus $XXXX per GPU hour for $IREN"
X Link 2025-11-29T13:20Z 8103 followers, 55.9K engagements

"@LiebermanAustin CoreWeave $CRWV hasnt raised a $ of equity since their IPO in March despite adding circa $1.5B of annualized revenue since that time"
X Link 2025-12-02T22:47Z 8103 followers, 4523 engagements

"$IREN CEO Dan Roberts in May 2025: Were building AI data centers at $6MM - $7MM per MW. $IREN in November 2025: Its going to cost us $14MM - $16MM per MW to build an AI data center"
X Link 2025-12-04T02:04Z 8103 followers, 92.5K engagements

"@AustranSkolSwft Doesnt matter $MSFT deal bro (just ignore how bad of a deal it is) LOL"
X Link 2025-12-04T02:09Z 8104 followers, 4237 engagements

"@ActAccordingly @tbpn Freshpet thesis was a masterclass in short selling. Even more impressive in this environment. $FRPT"
X Link 2025-12-09T02:36Z 8103 followers, XXX engagements

"@MetacriticCap Buy stuff for sub $15B (such that its immaterial no need to disclose organic and PF growth) maintain positive revenue growth"
X Link 2025-12-09T03:58Z 8105 followers, XX engagements

"Surely all of the Credit Default Swap gurus out there are going to give us an update on how CoreWeaves $CRWV CDS and debt have traded this week right"
X Link 2025-12-05T02:02Z 8108 followers, 5350 engagements

"In my view still presents the best r/r of the cohort of emerging AI data center co-location businesses (along with TeraWulf $WULF which I also like a lot). Basically think that if you have a positive view on CoreWeave's $CRWV credit risk as a tenant (which I do) $GLXY is very cheap here on an absolute basis and even cheaper on a relative basis (and you're also getting the Digital Assets business which is worth $5B+ for free at this valuation)"
X Link 2025-11-21T17:08Z 8108 followers, 2603 engagements

"So in the past week alone two of crypto's biggest skeptics have come out with some positive views on tokenization. Michael Burry posted a link to an article titled "how tokenization is quietly rewiring markets" with the hashtag #stilllearning. And Jamie Dimon stated flat out that "blockchain is real" and that J.P. Morgan $JPM is "exploring tokenization." Meanwhile yesterday Galaxy Digital $GLXY and State Street $STT ($5T AUM $50T AUC/AUA) announced a partnership to debut a tokenized fund (SWEEP) intended to provide an on-chain cash management solution for institutions. And today Galaxy and"
X Link 2025-12-11T23:43Z 8110 followers, 2763 engagements

"New post on my (free) substack: Has the Delivery Timeline for Galaxy Digital's Data Center Campus and CoreWeave Lease Accelerated $GLXY $CRWV"
X Link 2025-11-26T18:01Z 8110 followers, 44K engagements

"CoreWeaves $CRWV June Offerings at X% and XXXX% arent Convertible Notes They arent dilutive. This is clear and obvious to anyone with the reading comprehension level of a third grader. Ive seen a lot on here but comparing the interest rate on a convertible note vs. a standard unsecured note is up there with one of the dumbest tweets Ive come across"
X Link 2025-12-09T16:30Z 8110 followers, 11.9K engagements

"Any update on @APompliano and @dgt10011s SPAC Ticker is $BRR lol. You really gotta hand it to Pomp - truly an original outside the box thinker launching a BTC Treasury company via SPAC in late 2025. Because thats exactly what the world needed"
X Link 2025-12-10T04:44Z 8110 followers, 3781 engagements

"Yup. GPU and related equipment (e.g. networking) are XX% of the cost of a built-out data center. Cooling infrastructure is 2%. Energy costs once the facility is up and running are XX% of revenue as youve noted. Note that not a single proponent of the data centers in space idea has articulated as to how the economics actually pencil out with concrete $ examples. Just a lot of rambling about how it makes sense from first principles"
X Link 2025-12-11T21:38Z 8110 followers, 1824 engagements

"Don't really see how there is any defensibility to their offering. Partnering with traditional institutions seems like a much better approach. Also helps that Galaxy $GLXY has spent the last X years as the only real pure-play digital assets focused investment bank. Essentially a category of one business that would be very tough to build from scratch today"
X Link 2025-12-11T23:47Z 8109 followers, XXX engagements

"Sounds cool sure. But Galaxy $GLXY literally has a $1.7B loan book where they lend against their clients tokens. What do you think happens to that loan book when their clients come to them with tokenized assets You think their clients can get larger loans on those assets with $GLXY or on $FIGRs ghost-town of a marketplace"
X Link 2025-12-11T23:54Z 8110 followers, XXX engagements