@matthew_sigel matthew sigel, recovering CFA

Matthew Sigel, a recovering CFA, has been active on social media, sharing insights and information about various companies, including those in the Bitcoin and crypto ecosystem. Recently, he has been discussing deals and developments in the data center and energy sectors, such as $CORZ, $IREN, and $CIFR, and their implications for the industry. He also shared his experience and expertise in finance, offering to connect with others who have a similar background.

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Social Influence

Social category influence finance 44.16% cryptocurrencies 42.34% stocks 36.13% technology brands 11.31% exchanges #4748 financial services 3.65% countries 2.92% currencies 1.46% travel destinations 1.09% social networks 0.73%

Social topic influence bitcoin #6964, ai 8.76%, crypto #6761, in the 7.66%, $node #1, market 4.74%, debt #1676, bank 3.65%, stocks 3.65%, business 3.65%

Top accounts mentioned or mentioned by @grok @perry_lin1 @bscnews @matthewsigel @bitcoinaiguy @mikealfred @perrylin1 @toptickresearch @vaneckus @imperiumpaper @vaneck_us @eingeltrade @repzdacanes @chiefskurp @brianarmstrong @mcagney @theblockpods @bitschep @tweet_tj @satoxis

Top assets mentioned Bitcoin (BTC) Coinbase Global Inc. (COIN) Solana (SOL) Mario Coin (COIN) BlackRock Inc (BLK) Bitfarms Ltd. (BITF) Bitdeer Technologies Group (BTDR) Strategy (MSTR) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Cipher Mining Inc. Common Stock (CIFR) Asset Entities Inc. (ASST) WhiteFiber, Inc. (WYFI) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"Fortune favors the brave $COIN"
X Link 2026-02-11T17:33Z 57.8K followers, 168K engagements

"@MarkLevineNYC The same industry that accounts for more than 100% of NYC job growth which the Governor called "unsustainble" and a "racket""
X Link 2026-02-16T02:22Z 57.8K followers, [----] engagements

"Brian Armstrong Has Been Practicing his @base Pitch and It's Getting Really Good 🔥 Today at the GS Tech & Comms Conference --"
X Link 2024-09-10T19:17Z 57.8K followers, 206.2K engagements

"WE LIKE SUI 🚨 VanEck (Europe) GmbH and VanEck ETP AG (the Issuer) hereby announce the launch and listing of the VanEck Sui ETN on the regulated segments of Euronext Amsterdam and Euronext Paris as of today [--] November [----]. 🚨"
X Link 2024-11-13T12:26Z 57.8K followers, 80.1K engagements

"🚨Coinbase to buy Deribit for $2.9B ($700M cash 11M shares) in Crypto's Largest Ever M&A: WSJ"
X Link 2025-05-08T12:51Z 57.8K followers, 85.6K engagements

"Russia's Largest Bank Sberbank Launches Structured Bonds Tied to Bitcoin"
X Link 2025-06-02T13:45Z 57.8K followers, 326K engagements

"🚨 JPMorgan Plans to Offer Clients Financing Against Crypto ETFs"
X Link 2025-06-04T16:04Z 57.8K followers, 229.8K engagements

"Hyperliquid earned 35% of all blockchain revenue in July 🤯"
X Link 2025-08-05T22:45Z 57.8K followers, 165.4K engagements

"$NB2 Northern Data is the only stock in my universe hitting a 52-week low today following this mornings "takeunder" bid from $RUM Rumble. The merged entity could evolve into a freedom tech full stack. Looking forward to improved disclosures in due course. Worth noting: Tether holds significant stakes in both companies. I dont mean to single out $NB2 but this miss illustrates an important point we will emphasize in our security selection process for $NODE: governance matters. Not ESG scores. Governance. Companies that report only twice a year as is common in parts of Europe provide far I dont"
X Link 2025-08-11T14:32Z 57.8K followers, 11.5K engagements

"🚨 US Commerce Department Begins Distributing GDP Data on Open-Source Blockchains Including Bitcoin Ethereum & Solana. Initially targeting Nine Blockchains per Bloomberg Report"
X Link 2025-08-28T13:36Z 57.8K followers, 216.7K engagements

"BLACKROCK & NVIDIA IN $40 B DATA CENTER TAKEOVER: Macquarie is selling Aligned Data Centers for $40B with press reports noting the platform is poised to expand its capacity to over 5GW. Implies a valuation of roughly $8M per MW of total data-center capacity (operating + development). Listed Bitcoin miners like IREN RIOT CIFR BTDR and HUT trade $3M per MW on the same "total-capacity" basis. If miners can access project finance thats 150500% equity upside"
X Link 2025-10-15T12:18Z 57.8K followers, 252.6K engagements

"THE TABLES HAVE TURNED Just days after Tether lifts its stake in Gold Royalty Corp ($GROY $600M mkt cap) above 10% the company fires back & adopts poison pill (shareholder rights plan) that would dilute everyone by roughly 50% if any investor (read: Tether) crosses the 15% line. Tethers been on a spree buying up gold-royalty stocks but this time they ran into a public company trying to do the same thing. 🍿 https://twitter.com/i/web/status/1986427634633376068 https://twitter.com/i/web/status/1986427634633376068"
X Link 2025-11-06T13:37Z 57.8K followers, 30.4K engagements

"Dear XRP maxis I may never understand what your blockchain actually does but Ill always respect the passion required to pretend it does something. So keep hustling 👍"
X Link 2025-11-14T01:14Z 57.8K followers, 417.5K engagements

"$CEG Constellation +5% after-hours gets $1B DOE loan to re-open Three Mile Island Loan would cover most of the estimated cost of $1.6B per Greg Beard senior advisor to DOE Loan Programs Office former President of Bitcoin miner Stronghold $SDIG sold to $BITF"
X Link 2025-11-18T21:19Z 57.5K followers, 15.4K engagements

"$CRCL +12% This is wrong. Roughly 99% of Circle insider shares already unlocked after the 2nd trading day post-earnings November 13th. The Dec [--] lockup is just the boilerplate 6-month date you get when your AI doesn't read the prospectus carefully enough. https://t.co/LCwrpTKHfH This is wrong. Roughly 99% of Circle insider shares already unlocked after the 2nd trading day post-earnings November 13th. The Dec [--] lockup is just the boilerplate 6-month date you get when your AI doesn't read the prospectus carefully enough. https://t.co/LCwrpTKHfH"
X Link 2025-11-28T16:12Z 57.8K followers, 23.4K engagements

"Tether has some nerve to endorse a $300M $AGRO secondary with a market cap of $830M and zero track record of positive stock performance since they bought the asset. No position just my [--] sats"
X Link 2025-12-10T13:18Z 57.8K followers, [----] engagements

"GS upgrade $COIN from neutral to BUY. "Selectively more optimistic on crypto." "Shift to structural growth through growing derivatives business best-in-class crypto infrastructure businesses and new secularly growing products particularly tokenization/prediction markets""
X Link 2026-01-05T13:09Z 57.5K followers, 83.1K engagements

"$LGN is my top performer today (+5%) as they close the Bowers acquisition early & earn multiple EPS upgrades. As the AI narrative moves from announcements to physical build-out E&Cs like Legence are well positioned to capture some of the growth. Tough day"
X Link 2026-01-07T19:42Z 57.8K followers, [----] engagements

"$CMPO +10% to all-time high after pricing $1.1B debt offering at 5.875% to pay for the Husky acquisition. $CMPO trading at all-time high +6% pre-market after announcing Q3 beat: EPS $0.29 vs. cons. $0.25 and introducing [----] guidance for 12-15% EBITDA growth (vs. consensus +8%) as they execute on new customer wins. 🚨 $CMPO announces business combination with Husky Technologies in https://t.co/AlOA3NJ8SZ $CMPO trading at all-time high +6% pre-market after announcing Q3 beat: EPS $0.29 vs. cons. $0.25 and introducing [----] guidance for 12-15% EBITDA growth (vs. consensus +8%) as they execute on"
X Link 2026-01-09T17:04Z 57.8K followers, [----] engagements

"Crypto-related equities -- 52-week highs: BCO BW FIGR GOOGL HUT SNDK 52-week lows: ETOR"
X Link 2026-01-09T17:07Z 57.7K followers, [----] engagements

"$NODE mentioned on CNBC -- "The funds that we like in the energy/electricity space are the actively managed ETFs. We have one that has more of a crypto background the ticker is NODE. Half of that portfolio is now leaning into the electricity transition. About 30% is in Bitcoin miners that are leaning into AI transformation and doing deals with hyerscalers and 20% of the fund is directly geared to power such as producers like $VST. 👊@JanvanEck3 https://twitter.com/i/web/status/2010808533571551322 https://twitter.com/i/web/status/2010808533571551322"
X Link 2026-01-12T20:18Z 57.8K followers, [----] engagements

"$BTDR becomes world's largest Bitcoin miner leapfrogging $MARA. Bitdeer reported [--] EH/s capacity as of end December (6% of global hash rate) +18% m/m +229% y/y. Like other miners they are actively selling everything they mine (and more) to fund the AI pivot"
X Link 2026-01-13T20:12Z 57.8K followers, 56.5K engagements

"Sizable insider buy 500k shares $ASST from Chairman @ColeMacro as stock fell after $SMLR takeover approved"
X Link 2026-01-14T13:54Z 57.5K followers, 13K engagements

"$WYFI +13% after OpenAI announced a partnership with Cerebras. (Cerebras is live with 5MW colocation agreement at Whitefiber's MTL-3 Montreal datacenter) OpenAI🤝Cerebras https://t.co/zvVIdIsw2u https://t.co/cKUL5ZSTE3 OpenAI🤝Cerebras https://t.co/zvVIdIsw2u https://t.co/cKUL5ZSTE3"
X Link 2026-01-14T21:29Z 57.8K followers, 14.2K engagements

"$GLXY gets ERCOT approval for [---] MW Power Expansion at Helios doubles total power capacity to 1.6GW+ signs service agreement with $AEP construction underway for first phase under lease with $CRWV first power early this year"
X Link 2026-01-15T14:25Z 57.8K followers, 64.8K engagements

"One of the most widely followed Wall Street strategists Chris Wood (Jefferies former CLSA) author of GREED & FEAR removed BTC from his long-term asset allocation model portfolio last week due to quantum computing risks. The paper that spooked him is in replies"
X Link 2026-01-19T15:05Z 57.7K followers, 211.6K engagements

"Bell Canada (BCE CN) Data Center Rollout Moving Faster Than Expected CEO Says $HIVE should benefit"
X Link 2026-01-20T02:30Z 57.8K followers, 12.6K engagements

"🚨 BitMine $BMNR Wins Authorization for New Share Issuance After Shareholder Vote. 4/ Regarding the [----] Stockholders vote all [--] proposals passed: Proposals: [--]. Elect Board of Directors ✅🏆 YES ➡ 98% votes in favor [--]. Increase authorized shares ✅🏆 YES ➡ 81% votes in favor 52.2% of all shares [--]. Ominbus Incentive plan ✅🏆 YES ➡ 89% votes in favor [--]. 4/ Regarding the [----] Stockholders vote all [--] proposals passed: Proposals: [--]. Elect Board of Directors ✅🏆 YES ➡ 98% votes in favor [--]. Increase authorized shares ✅🏆 YES ➡ 81% votes in favor 52.2% of all shares [--]. Ominbus Incentive plan ✅🏆 YES ➡"
X Link 2026-01-20T15:26Z 57.8K followers, 85.1K engagements

"$BTGO BitGo is the first crypto IPO of [----] and will be the first publicly traded company to offer investors pure-play exposure to the crypto custody business. At a relatively modest $2B market capitalization it is also one of the few publicly traded crypto-related businesses that likely grew revenues greater than (+50%) during 2025s disappointing crypto markets. With a long runway for future growth and market share gains BitGo is a natural fit for $NODE and thus we are requesting an allocation in today's public offering. We see significant upside for BitGo from tokenization (tokenized real"
X Link 2026-01-21T18:51Z 57.8K followers, 71.5K engagements

"$IBKR 52-week high To everyone who said prediction markets are just sports heres the CEO of a $110b company: [--]. Weather and temperature contracts are the most frequently traded [--]. Utilities will soon hedge electricity and natural gas contracts using these markets Prediction markets are already https://t.co/WUhFIBDCoo To everyone who said prediction markets are just sports heres the CEO of a $110b company: [--]. Weather and temperature contracts are the most frequently traded [--]. Utilities will soon hedge electricity and natural gas contracts using these markets Prediction markets are already"
X Link 2026-01-21T19:25Z 57.8K followers, [----] engagements

"$WYFI -11% post-close Announces proposed private placement of $200M convertible notes"
X Link 2026-01-21T21:02Z 57.7K followers, 15.9K engagements

"After hitting $100 in trading this afternoon for the first time $ASST Strive announces $150M follow-on offer of SATA PREF price TBD to buy more BTC and retire the Semler converts. I like this strategy of finding a price in the market and avoiding the ATM for now. Cleaner. $ASST [--] PERP opens at $82 trading $84.5 last. Headed to $95+ soon. Just my [--] sats $ASST [--] PERP opens at $82 trading $84.5 last. Headed to $95+ soon. Just my [--] sats"
X Link 2026-01-21T21:27Z 57.5K followers, 58.4K engagements

"$WYFI also pre-announces Q4 revenues $22.7-25.1M vs. cons $23.2M. Expects cash on hand $112-124M. Stock -7% now $WYFI -11% post-close Announces proposed private placement of $200M convertible notes. https://t.co/MiQEtWntX5 $WYFI -11% post-close Announces proposed private placement of $200M convertible notes. https://t.co/MiQEtWntX5"
X Link 2026-01-21T21:41Z 57.7K followers, [----] engagements

"@BizarreSlothy @mikealfred Bakkt has competition"
X Link 2026-01-22T22:38Z 57.8K followers, [---] engagements

"Slipped to 2nd place😢 Down 1.6% this week and nobody can keep up with junior copper miners. Good week for Latam +6%. Two weeks down [--] to go 👍 https://t.co/CyEVUVDptO Two weeks down [--] to go 👍 https://t.co/CyEVUVDptO"
X Link 2026-01-23T21:20Z 57.8K followers, 13.9K engagements

"🚨 PJM issues 5pm update: Activates demand response. Largest US grid by electricity consumption says may set new all-time winter peak load on Tuesday Jan. [--]. $BITF now likely curtailing; $BTDR possibly. UPDATED chart Tragic that 1M+ Americans are without power due to the winter storm impacting the eastern U.S. Some public bitcoin miners have meaningful capacity in or near affected regions and several such as CLSK RIOT BTDR and others are structurally set up to act as flexible loads via https://t.co/2lKY2jQiiC Tragic that 1M+ Americans are without power due to the winter storm impacting the"
X Link 2026-01-26T01:24Z 57.8K followers, 21.7K engagements

"$WMB $DTM 52-week highs today Promising new tailwind for pipeline stocks https://t.co/sygymjxtWU Promising new tailwind for pipeline stocks https://t.co/sygymjxtWU"
X Link 2026-01-26T15:16Z 57.8K followers, [----] engagements

"Stifel survey of electrical & mechanical contractors: Data centers drove Q4 demand acceleration above expectations. $LGN 52-week high"
X Link 2026-01-26T15:30Z 57.8K followers, [----] engagements

"$HIVE $BITF $BTDR downgrades after the bell from KBW. Analyst lowering numbers for all miners. General theme: $HIVE: scaling but unprofitably $BITF: current valuation prices in one AI deal which won't materialize until 2H26 $BTDR lack of clarity (AI strategy governance)"
X Link 2026-01-26T21:11Z 57.8K followers, 15.3K engagements

"Actually did some work on $ZM yesterday as VanEck has a prop position which rallied +10% yesterday on a report their Anthropic stake could be worth $2-4B (they reportedly own 1%). As software stocks have been melting down I've been looking at $FIG (down 80% since IPO & they own BTC/ETH sentiment in toilet: "AI kills these companies"*). So I thought maybe it makes some sense to compare the two stocks for context: ZM: market cap of the stock is $30B. It trades on 10x [----] FCF and analysts expect 13% cumulative FCF growth over next [--] years. FIG: $15B market cap (half of ZM). Stock at $29. Citi"
X Link 2026-01-27T19:39Z 57.8K followers, [----] engagements

"@SharkpuncherTR How rude Sharkpuncher. It's not like we have negative AUM. Good things can take time"
X Link 2026-01-28T00:17Z 57.5K followers, [--] engagements

"The largest US-based Bitcoin miner curtailed enough electricity (770 MW) to power more than [------] homes this week. When temperatures dropped we stepped up. ❄ This week MARA curtailed nearly [---] MW of mining operations during the winter storm voluntarily freeing up power when the grid needed it most. Dispatchable. Responsive. Essential infrastructure. https://t.co/M8zIy69nIf When temperatures dropped we stepped up. ❄ This week MARA curtailed nearly [---] MW of mining operations during the winter storm voluntarily freeing up power when the grid needed it most. Dispatchable. Responsive. Essential"
X Link 2026-01-29T21:07Z 57.8K followers, 29K engagements

"Bought Bitcoin today in $NODE. Bullish RSI divergence (lower panel): price making lower lows while momentum improves. A similar setup appeared MarchApril last year (purple vertical lines) which marked a very attractive entry"
X Link 2026-01-29T21:17Z 57.8K followers, [----] engagements

"Pass. We already have multiple anti-crypto analysts/PMs and they are very rich and old AF. With $node we are trying to provide thoughtful long-only diversified exposure to the entire value chain mindful of upside/downside capture over the cycle at a very reasonable fee and with max transparency. How about you You have broken one of my [--] Commandments of X investing which is that it's pathetic to have a single ticker in your bio unless you are working on a fund or link to the rest of your portfolio or you're a key man at a public company. It's like wearing another man's name on your back at a"
X Link 2026-01-29T21:54Z 57.8K followers, [----] engagements

"@uhonyn We used the vaneck bitcoin etf $hodl to express this view and via a fee waiver $node shareholders will pay nothing for the exposure. Via a Cayman subsidiary we can own up to 25% in digital assets via ETFs. Disclosures"
X Link 2026-01-29T22:35Z 57.8K followers, [---] engagements

"@EvgenyGaevoy Come on nobody even remembers the macro news because it didn't matter stocks were up the next day and shortly thereafter at new highs. Are you saying there was no vulnerability in Binance's systems that caused the depeggings and contributed materially to the washout"
X Link 2026-01-30T23:13Z 57.8K followers, [----] engagements

"CLSK insider open market transactions don't reflect the "buy-in" comment suggest rephrase. Happy birthday though. Happy birthday to our fearless and inspiring leader @smatthewschultz. Because of him people dont show up they buy-in. $CLSK @CleanSpark_Inc #bitcoin Happy birthday to our fearless and inspiring leader @smatthewschultz. Because of him people dont show up they buy-in. $CLSK @CleanSpark_Inc #bitcoin"
X Link 2026-01-31T17:03Z 57.7K followers, 25.8K engagements

"@elerianm Why do you never tweet about the $2.6B company you are Chairman of Because down 90% $UAA"
X Link 2026-01-31T18:15Z 57.8K followers, [----] engagements

"@FinancialErnie Markets are made on the margin and the stock i bought yesterday insiders are buying not selling"
X Link 2026-01-31T18:19Z 57.5K followers, [---] engagements

"🚨 Please expect some increased $NODE volatility. We have been buying some dips"
X Link 2026-02-02T16:23Z 57.8K followers, [----] engagements

"$WULF +12% AH TeraWulf expands into KY & MD. First PJM site. Acquisitions add [---] GW of load more than doubling capacity to [---] GW across five sites supporting [------] MW of new contracted capacity annually. Century Aluminum ($CENX) sells Hawesville KY site for $200M cash + a 6.8% non-dilutive minority stake in a Terawulf affiliate as the site is redeveloped into an AI/HPC campus. https://twitter.com/i/web/status/2018448299565445174 https://twitter.com/i/web/status/2018448299565445174"
X Link 2026-02-02T22:15Z 57.7K followers, 15.7K engagements

"@perry_lin1 Why don't you count Scrubgrass and Panther Creek"
X Link 2026-02-02T23:39Z 57.7K followers, [---] engagements

"@perry_lin1 Bridge or not Stronghold was an early innovator in acquiring generation capacity $bitf saw the value and $sdig former CEO is now a main character at Dept. of Energy"
X Link 2026-02-03T00:02Z 57.7K followers, [---] engagements

"@perry_lin1 @AnswerReality @chinoalemano @TheKamaHsutra We are 5-1 wulf/bitf ratio"
X Link 2026-02-03T01:27Z 57.8K followers, [---] engagements

"$PYPL -16% pre market. Misses earnings. Replaces CEO (and ETH holder) Alex Chriss w/ HP Exec Enrique Lores. PYPL shares fell 10% during Chriss [---] year tenure vs. S&P +50%"
X Link 2026-02-03T12:50Z 57.5K followers, [----] engagements

"$CIFR Cipher Mining Inc. Announces Proposed Offering of $2 Billion of Senior Secured Notes to build out the 300MW Black Pearl Data Center already leased to Amazon AWS for $5.5B. Part of proceeds to reimburse CIFR $232M for equity already invested. AWS payments start Aug 2025"
X Link 2026-02-03T13:30Z 57.8K followers, 122.2K engagements

"$ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. 52-week high: ORCL CDS 😬 https://t.co/5ZIMaQKlxu 52-week high: ORCL CDS 😬 https://t.co/5ZIMaQKlxu"
X Link 2026-02-03T14:31Z 57.5K followers, 55.7K engagements

"Novogratz address BTC quantum risk on $GLXY earnings call --"
X Link 2026-02-03T18:57Z 57.6K followers, 15.1K engagements

"$ENPH +7% AH after beat/raise. Energy management tech leader posts strongest US growth in [--] years +21%. Says 90% of Q1 guidance already booked making the raised guidance conservative again. $ENPH upgraded neutral to BUY at Goldman. "Successfully reset near-term expectations "Growth opportunities have improved" "Valuation at or near all-time lows" "Set up for potential near-term beat for first time in over a year" $ENPH upgraded neutral to BUY at Goldman. "Successfully reset near-term expectations "Growth opportunities have improved" "Valuation at or near all-time lows" "Set up for potential"
X Link 2026-02-03T21:49Z 57.5K followers, [----] engagements

"@TheBlueMatt PR tip: instead of attacking as "absurd" or "FUD" just keep posting frequently all progress and updates and invite feedback from the marketplace of ideas where this is disagreement or tradeoffs. Will be a much more disarming strategy. 👍"
X Link 2026-02-04T01:56Z 57.7K followers, [----] engagements

"$ENPH +38% on beat and raise Solar leader posts strongest US growth in [--] years +21%. Says 90% of Q1 guidance already booked making the raised guidance conservative again Three sell-side upgrades this morning $56 is 18x our [----] EBIDTA estimate hardly rich. @EingeLtrade bullish. recently added $ENPH where numbers look conservative and stock is cheap. @EingeLtrade bullish. recently added $ENPH where numbers look conservative and stock is cheap"
X Link 2026-02-04T14:37Z 57.5K followers, [----] engagements

""Bitcoin is just open-source software" The software --"
X Link 2026-02-04T15:28Z 57.8K followers, 65.2K engagements

"*ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"
X Link 2026-02-04T21:04Z 57.8K followers, 64K engagements

"French Government stalls EDF's data center arm sale to $MARA on national security grounds; asks for deeper review prelude to possible block. (Recall last week the French finance ministry announced it was blocking Eutelsat from selling infra assets to a private equity firm.)"
X Link 2026-02-05T12:52Z 57.8K followers, 13.4K engagements

""While the sentiment surrounding cryptocurrencies may appear to be waning these episodes have historically provided opportunities to engage in length. A chart worth paying close attention to is the BTC / XAU ratio which is testing a multi-year level." - GS"
X Link 2026-02-05T16:46Z 57.8K followers, [----] engagements

"$IREN $CLSK both miss revenue estimates"
X Link 2026-02-05T21:15Z 57.7K followers, 14.9K engagements

"$MSTR shares close down 17% in worst day since April [----]. Reports net loss $42.93/share. $MSTR reports cash and cash equivalents $2.3B vs. $518M consensus (two estimates). Strategy says will keep cash reserves at 2-3 years of dividends"
X Link 2026-02-05T21:25Z 57.8K followers, 16.3K engagements

"One clarification: calling leverage historically extreme was ill-phrased. Futures OI hit ATHs with price in October then moved one-way lower after the 10/10 break. IMO as BTC matures as a settlement FX higher OI highs should be normal especially with ETF options basis trades and structured products in the mix. What matters is funding. By that measure we never saw persistent elevated perp funding or anything that was actually historically extreme." Bitcoin Market Update: Deleveraging Narrative Shock and an Oversold Setup Bitcoin has experienced a sharp drawdown over the past week with prices"
X Link 2026-02-06T03:05Z 57.5K followers, [----] engagements

"$BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to maximizing shareholder value Expects to trade on TSE & Nasdaq under ticker KEEL. https://twitter.com/i/web/status/2019746958110277782 https://twitter.com/i/web/status/2019746958110277782"
X Link 2026-02-06T12:16Z 57.8K followers, 93K engagements

"$BITF ($KEEL) repaying Macquarie $300M debt facility. Good decision to retire that pricy debt as their balance sheet has never been stronger coming into this downdraft and their lease discussions should be going well in WA. No impact to capex plans at Panther Creek/Sharon. $BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to maximizing shareholder value Expects to https://t.co/CNKesaNl7X $BITF re-domiciling from"
X Link 2026-02-06T12:22Z 57.8K followers, 14.1K engagements

"The Bitcoin income ETF that writes calls is down as much as Bitcoin YTD despite being marketed as a smoother ride. Turned out selling calls doesnt hedge drawdowns. Who knew (This is why we dont issue these.)"
X Link 2026-02-06T18:56Z 57.8K followers, 16.4K engagements

"PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. This take reveals a deep misunderstanding of the issue. It's like pointing to an empty DMV lobby after hours and declaring nobody needs a drivers license. PJM has [---] GW of generation stuck in its interconnection queue. Only 15% ever reach service. The forward strip they're This take reveals a deep misunderstanding of the issue. It's like pointing to an empty DMV lobby after hours and declaring nobody needs a drivers license. PJM has [---] GW"
X Link 2026-02-06T19:31Z 57.7K followers, 31.4K engagements

"My top pick for the Superbowl -- "No" on Allstate advertising on Big Game offers value at $0.45. 1) They haven't bought a Superbowl ad since [----]. 2) Terrible year for P&Cs. 3) Trade rag reported a couple weeks ago they had no plans to do so. Max long"
X Link 2026-02-06T20:07Z 57.8K followers, [----] engagements

"@mikealfred I kind of like it. Generic stable professional sounding"
X Link 2026-02-06T20:27Z 57.8K followers, [----] engagements

"@NYCComptroller "Bad budgeting" you mean sanctuary city expenses"
X Link 2026-02-07T14:24Z 57.7K followers, [---] engagements

"@VitalikButerin @RyanSAdams If it's a store of value then why didn't you take out a loan against it instead of "withdrawing" [-----] ETH per your post last week (presumably sold by now)"
X Link 2026-02-07T14:29Z 57.5K followers, [----] engagements

"Morgan Stanley initiates on "3 Bitcoin mining stocks with data center upside." Still systematic shortage of AI compute-related supply HUT deal was so good they use lower $/watt in their model to be conservative ("surprise") "Significant upside in WULF & CIFR"; u/w MARA"
X Link 2026-02-09T12:27Z 57.8K followers, 43.2K engagements

"@RepzdaCanes So obvious Allstate wouldn't go up against the NFL's official insurance partner. Was buying that one all weekend and during the game"
X Link 2026-02-09T12:56Z 57.8K followers, [---] engagements

""Micron shut out of NVDA HBM4 plans as specs get tougher" Hynix & Samsung to get the business ✅ Hynix +8% ATH after positive pre-release Operating profit +68% y/y beat consensus by 15% Says growth momentum accelerated further in Q4 Sees DRAM bit growth flat in Q1 (vs usual seasonal down) Considering US listing Canceling treasury shares 12.2T Won (2%) Call tomorrow. Hynix +8% ATH after positive pre-release Operating profit +68% y/y beat consensus by 15% Says growth momentum accelerated further in Q4 Sees DRAM bit growth flat in Q1 (vs usual seasonal down) Considering US listing Canceling"
X Link 2026-02-09T13:17Z 57.8K followers, 48.5K engagements

"@perry_lin1 sterling has long been the go-to venue for issuers seeking longer-dated funding underpinned by strong demand from UK pension funds and insurers"
X Link 2026-02-09T15:29Z 57.8K followers, [----] engagements

"@ImperiumPaper British pensioners"
X Link 2026-02-09T16:15Z 57.6K followers, [----] engagements

"@edzitron Bitcoin miners have signed 3+ GW of AI-related lease contracts since last year and for the most part each deal has gotten better ($/MW) for the miners. Not BS"
X Link 2026-02-09T18:22Z 57.7K followers, [----] engagements

"@TraceyRyniec SpaceX u mean"
X Link 2026-02-09T19:42Z 57.6K followers, [----] engagements

"Crypto-related equities (expanded universe): 52-week highs: AES B3SA3 BZ BK CME CVX DTM GEV KMI MOD PRY IM VRT 52-week lows: KLAR"
X Link 2026-02-09T20:57Z 57.8K followers, [----] engagements

"@edzitron You're missing that APLD almost went bankrupt and the shares weren't "given""
X Link 2026-02-09T20:57Z 57.8K followers, [----] engagements

"@MikeBucella my bad. $COP is the oil major which piloted Bitcoin mining not $CVX"
X Link 2026-02-09T21:36Z 57.7K followers, [---] engagements

"@Diminsmonk @MARA @fgthiel Maybe he will let the JPM analyst ask a "question" on the next "earnings call""
X Link 2026-02-09T22:41Z 57.6K followers, [--] engagements

"There is an ATM authorized on SATA but they went with the one-time offering instead which was cleaner given retiring a bunch of higher-priced debt. Now SATA's adjustable interest rate will rachet higher to get SATA $95+ per management target otherwise at current mNAV of the common equity there is little hope to grow. 'Bondholder' was ill-phrased above. Pref holders. https://twitter.com/i/web/status/2021040201326325929 https://twitter.com/i/web/status/2021040201326325929"
X Link 2026-02-10T01:55Z 57.7K followers, [---] engagements

"Notable $VST upgrade from JEF: Same analyst who timely downgraded at $217 last September when the stock was pricing in near-perfect outcomes now it's $158 (+4% pre-market). Why the downgrade then: Sub-8% FY28 FCF yield Market assumed 100% probability Comanche Peak nukes contracted at $100/MWh Optimistic gas & power price curves Upside fully pulled forward bad risk/reward Why the upgrade now (to Buy): Stock down 2530% risk reset 12% FY28 FCF yield excluding unannounced DC deals & buybacks Valuation no longer embeds aggressive DC outcomes Asymmetric upside despite PJM reform overhang PT = $203"
X Link 2026-02-10T14:03Z 57.8K followers, [----] engagements

"⚠$BTDR flagship US AI Site at Risk of Delay BTDR slips crucial disclosure into todays monthly report: Clarington OH site (570MW) the cornerstone of its U.S. AI/HPC strategy may be delayed due to ongoing litigation with a neighboring industrial tenant. This is the same site BTDR has been guiding the market toward as a leased facility with [----] energization central to proving domestic AI compute capability. Lawsuit was first mentioned generically in an after-hours 6-K last Thursday; todays report is where we learn its Clarington. Strong Jan mining numbers aside introduces real timeline risk to"
X Link 2026-02-10T15:50Z 57.8K followers, 26.7K engagements

"$GOOGL prices 100-year bond at +120bps over gilts down from initial price terms of 145-150bps on strong demand. $14B orders for a $1.4B issue The 100-year issue received the most orders of the five sterling tranches GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN"
X Link 2026-02-10T16:10Z 57.8K followers, 78.3K engagements

"@perry_lin1 Correct"
X Link 2026-02-10T18:07Z 57.8K followers, [---] engagements

"HOOD interesting AI anecdote from the call: "AI support is really cranking. Now over 75% of our cases are solved by AI including the complex cases that previously required licensed brokerage professionals. And we've built a lot of this tech in-house. We're continuing to automate and optimize the entire engineering pipeline from writing code down to code review all the way to deployment and testing. And this is already turning into real savings and efficiency gains estimated at $100M+ in [----] alone." (Stock -8% AH after earnings miss after closing -1% vs SCHW/LPLA/RJF all -8% today)"
X Link 2026-02-10T23:54Z 57.8K followers, 40.2K engagements

"30% of $HOOD Q&A (6 of [--] questions) concerned prediction markets by far the #1 topic. This tracks with industry growth: volumes are now $10B+ per month ($300400M/day) roughly comparable to average daily U.S. sports betting handle. On the call Vlad flagged the regulatory constraint: binary yes/no contracts (e.g. TSLA deliveries X) can fit under CFTC event contract authority similar to how Kalshi lists sports over/unders at multiple strike levels. But contracts with continuous or formula-based payouts tied to a single issuers financial performance could be treated as SEC security-based swaps"
X Link 2026-02-11T00:42Z 57.8K followers, 16.6K engagements

"$VRT monster order number +252% y/y stock +14% pre to ATH"
X Link 2026-02-11T12:33Z 57.8K followers, [----] engagements

"SCHW CEO on Bloomberg TV: *AI IS BENEFICIAL TO BUSINESS *COST TO SERVE A SCHWAB ACCOUNT HAS DROPPED 21% HOOD interesting AI anecdote from the call: "AI support is really cranking. Now over 75% of our cases are solved by AI including the complex cases that previously required licensed brokerage professionals. And we've built a lot of this tech in-house. We're continuing to HOOD interesting AI anecdote from the call: "AI support is really cranking. Now over 75% of our cases are solved by AI including the complex cases that previously required licensed brokerage professionals. And we've built a"
X Link 2026-02-11T13:24Z 57.8K followers, [----] engagements

"$BWA auto supplier Borg Warner pivoting to turbines for data centers wins generator system award from Endeavour with production early 2027; says possibly $300M+ sales in first year stock +18% adding $2B in market cap"
X Link 2026-02-11T15:46Z 57.8K followers, [----] engagements

"@ChiefSkurp @brian_armstrong At least that one was pre-planned vs. open market sale"
X Link 2026-02-11T18:15Z 57.6K followers, [----] engagements

"@mcagney @Figure @provenancefdn @coingecko IPO lockup expiry looming probably weighing on the stock"
X Link 2026-02-11T18:26Z 57.8K followers, [----] engagements

"Not sure I agree with that logic but appreciate the reply. Those shares are still being sold just earlier than usual. And Nasdaq's matching engine is orderly too so if onchain demand is lackluster insider supply could still overwhelm it. Anyway recommend avoiding this relentless insider selling pattern post-IPO 👍 -- https://x.com/matthew_sigel/status/2021640462201692568 https://x.com/matthew_sigel/status/2021640462201692568"
X Link 2026-02-11T18:45Z 57.8K followers, [---] engagements

"@BradR1115 @TopTickResearch You may be one your own on this one. Not convinced yet but watching"
X Link 2026-02-12T01:51Z 57.8K followers, [---] engagements

"Will be on @SquawkCNBC at 7am this morning talking about Bitcoin (and $NODE). Tune in"
X Link 2026-02-12T11:10Z 57.8K followers, [----] engagements

"Disclosure for ticker mention Learn more http://vaneck.com/node http://vaneck.com/node"
X Link 2026-02-12T11:12Z 57.8K followers, [----] engagements

"@HomesInter @BSCNews @vaneck_us @coinbase @brian_armstrong found the racist"
X Link 2026-02-12T12:27Z 57.8K followers, [--] engagements

"EQIX +13% pre-market to 52-week high Legacy data REIT turns from AI prey to predator as AI inference demand drives bookings acceleration to +42% y/y and 20% q/q strong pricing growth +1GW of powered land in Q4"
X Link 2026-02-12T13:40Z 57.8K followers, [----] engagements

"$BTDR reports Q4 "revenues +250% y/y" However beneath that headline: margins collapsed losses widened cash burn is huge financing/dilution is heavy AI upside delayed (plus litigation risk) $BTDR -8% $BTDR +14% YTD vs $BTC -20% on AI hopes. But Clarington lease has been the carrot on a stick for a year Q1'25 they promised a major lease. Instead dumped the partner LOI to "go it alone" got sued by a neighbor & just pulled the [----] timeline. No partner no date. Sell. $BTDR +14% YTD vs $BTC -20% on AI hopes. But Clarington lease has been the carrot on a stick for a year Q1'25 they promised a major"
X Link 2026-02-12T16:02Z 57.8K followers, [----] engagements

"@ZohranKMamdani Update: impossible promise runs into budget reality. Sad for those who believed the hype"
X Link 2026-02-12T16:45Z 57.8K followers, [--] engagements

"@Bitcoin_Jew @LincolnRestler Yes"
X Link 2026-02-12T23:53Z 57.8K followers, [--] engagements

"@NYCComptroller Data from this report: Jobs are only growing because of Healthcare & Social Assistance (you should separate these categories) Business taxes DOWN Energy inflation MUCH HIGHER than national average (please stop the climate virtue signaling it's crushing New Yorks finances)"
X Link 2026-02-13T01:55Z 57.8K followers, [---] engagements

"@JesseKobernick It's $1M over [--] years at current prices. Seems like a bargain for a top legal mind"
X Link 2026-02-13T14:03Z 57.8K followers, [----] engagements

"@CK_Cryptoklepto The increase was thanks to positive inflows and a rebalance in $DAPP (ie the stock underperformed so DAPP bought more). Conversely in $NODE we were sellers on a % basis in Q4. disclosures -- http://vaneck.com/dapp http://vaneck.com/node http://vaneck.com/dapp http://vaneck.com/node"
X Link 2026-02-13T15:09Z 57.8K followers, [---] engagements

"@EricBalchunas @daniburgz Little do they know that crypto stonks are [--] of the top [--] movers in IGV today"
X Link 2026-02-13T16:15Z 57.8K followers, [----] engagements

"I've spoken to many investors who want exposure to crypto via equities but are spooked understandably by portfolios full of pure-play miners and exchanges that have seen repeated blowups and bankruptcies. If that sounds like you we designed the VanEck Onchain Economy ETF (ticker: NODE) with you in mind. NODE is an actively managed ETF that can hold global crypto ETPs up to a [--] percent weight alongside companies with credible strategies to make or save money through bitcoin digital assets and the onchain economy. The issue were trying to solve is managing downside volatility without losing"
X Link 2025-05-14T00:11Z 57.8K followers, 339.1K engagements

"Important clarification: @LincolnRestler doesnt oppose the self-defense industry in general. He only opposes Israels right to self-defense. NYC City council member pushing to redesign streets around a mode of transport used by 3% of commuters (bikers) actively worked to kill NYC jobs because he doesnt personally prefer the industry (defense) which accounts for 3% of U.S. GDP. At the Brooklyn Navy Yard. NYC City council member pushing to redesign streets around a mode of transport used by 3% of commuters (bikers) actively worked to kill NYC jobs because he doesnt personally prefer the industry"
X Link 2026-02-12T02:51Z 57.8K followers, [----] engagements

"🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed $NODE will aim to hold [----] names from a 130+ stock universe tied to the digital asset economy: Exchanges miners data centers Energy infra semis/hardware TradFi rails Consumer/gaming & asset managers Balance sheet HOLDers Up to 25% in crypto ETPs Managed by yours truly for 69bps+ Target launch: May 14th The global economy is shifting to a digital foundation. NODE offers active equity exposure to the real businesses building that future. VanEck Onchain Economy ETF https://t.co/ITVUWFlP4Y VanEck Onchain Economy ETF"
X Link 2025-04-16T19:16Z 57.8K followers, 401.5K engagements

"H100 rental prices are up only since Claude [---] Opus launch $NVDA H100 rental prices make new 8-month highs; +14% from November lows as hyperscaler demand tightens supply faster than new capacity can come online. https://t.co/KbQOzYB6mB $NVDA H100 rental prices make new 8-month highs; +14% from November lows as hyperscaler demand tightens supply faster than new capacity can come online. https://t.co/KbQOzYB6mB"
X Link 2026-01-23T22:05Z 57.8K followers, 584.2K engagements

"$WULF +12% AH TeraWulf expands into KY & MD. First PJM site. Acquisitions add [---] GW of load more than doubling capacity to [---] GW across five sites supporting [------] MW of new contracted capacity annually. Century Aluminum ($CENX) sells Hawesville KY site for $200M cash + a 6.8% non-dilutive minority stake in a Terawulf affiliate as the site is redeveloped into an AI/HPC campus. https://twitter.com/i/web/status/2018448299683111053 https://twitter.com/i/web/status/2018448299683111053"
X Link 2026-02-02T22:15Z 57.8K followers, 13.1K engagements

"*TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk found in peer contracts. This pricing could help establish a structural advantage; CIFR is now building AI infrastructure with utility-scale cost of capital while many peers are burdened by much higher rates. $CIFR Cipher Mining Inc. Announces Proposed Offering of $2 Billion of Senior Secured Notes to build out the 300MW Black"
X Link 2026-02-04T13:26Z 57.8K followers, 176.6K engagements

"$CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns"
X Link 2026-02-04T19:47Z 57.8K followers, 168.3K engagements

""The upside to our base case price targets for WULF and CIFR at 159% and 158% respectively is unusually high" "By our estimates the HUT transaction with Google/Fluidstack/Anthropic in December [----] generated value to HUT shareholders of $18/watt; Bitcoin stocks trade at a range of $1-7 on an enterprise value/watt basis" https://twitter.com/i/web/status/2020836948177248703 https://twitter.com/i/web/status/2020836948177248703"
X Link 2026-02-09T12:27Z 57.8K followers, 21.8K engagements

"Bernstein: "Weakest Bitcoin bear case in history: What we are experiencing is the weakest Bitcoin bear case in its history. When all stars are aligned Bitcoin community manufactures a self-imposed crisis of confidence. Nothing blew up no skeletons will unravel. Media is back again to write an obituary. Time remains a flat circle on Bitcoin." https://twitter.com/i/web/status/2020846395968688600 https://twitter.com/i/web/status/2020846395968688600"
X Link 2026-02-09T13:05Z 57.8K followers, 83.7K engagements

"*ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"
X Link 2026-02-09T17:11Z 57.8K followers, 338.9K engagements

"We rode SATA to $100+ in Jan stepped aside after the $225M follow-on and are now LONG again at $85. Why the round trip The offering and subsequent BTC rout smashed the price but CLEANED the balance sheet. Legacy debt is gone. SATA is now the senior-most claim on 13k+ unencumbered BTC. The Math: We see 20% absolute return in [--] weeks with minimal downside: Upside: Simple snap-back near Par ($100) + dividends. Catalyst: MSTR ($STRC) ex-div on the 15th. Watch the income rotation into SATA (ex-div on the 1st) fill the liquidity gap. Management is mandated to defend the $95 floor to keep their ATM"
X Link 2026-02-09T20:34Z 57.8K followers, 26.9K engagements

""Its anyones guess whether $60k is the low but my guess is that it is and that after a few months of backing and filling the next cyclical bull market will get underway." Finally Bitcoin fell to $60k last week which is in the support zone that I suggested a few months ago when I wrote that another 4-year cycle bull market had likely ended. A decline to only $60k would be relatively shallow for a Bitcoin winter but as the commodity currency https://t.co/aKz2qmGEo3 Finally Bitcoin fell to $60k last week which is in the support zone that I suggested a few months ago when I wrote that another"
X Link 2026-02-13T16:24Z 57.8K followers, 25.3K engagements

"What is it about these ex sell-side egos that makes them jam GPUs into whatever commodity framework they think they already know https://x.com/i/status/1996228596050821332 This reminds me I have been meaning to address this cute but ultimately wrong take from former GS head of commodities research Jeff Currie now at Carlyle. His November note (How much does AI rhyme with shale link below) argues that AI compute is a commodity like shale oil https://t.co/34cSsAahKK https://x.com/i/status/1996228596050821332 This reminds me I have been meaning to address this cute but ultimately wrong take from"
X Link 2026-02-15T12:11Z 57.8K followers, [----] engagements

"@ImperiumPaper Havent looked at the posting but remember that Schw equity is neck and neck with SPY since the GFC pays 30% out as dividend has an existing profitable business etc. Schw stablecoin doesnt need to beat Tether to succeed & their cash comp doesnt need to be A+ to attract talent"
X Link 2026-02-15T17:25Z 57.8K followers, [---] engagements

"🚨Strategy Inc Assigned 'B-' Issuer Credit Rating; Outlook Stable at S&P Thats high-yield territory. Able to service debt for now but vulnerable to shocks. S&P data: B issuers carry 15% 5-yr default risk. 🚨 $MSTR President is in NYC meeting investors this week sounding confident. Takeaway: A major ratings agency is likely to initiate coverage of MSTR perpetual preferreds in coming quarters opening the door for insurers & pensions to buy. (We just added to $MSTR in $NODE amid https://t.co/0Kv47dpYk3 🚨 $MSTR President is in NYC meeting investors this week sounding confident. Takeaway: A major"
X Link 2025-10-27T16:51Z 57.8K followers, 154.5K engagements

"This reminds me I have been meaning to address this cute but ultimately wrong take from former GS head of commodities research Jeff Currie now at Carlyle. His November note (How much does AI rhyme with shale link below) argues that AI compute is a commodity like shale oil that H100 rental prices are breaking and that the whole market will eventually clear at something close to variable cost. I think this framework misses how the GPU market actually clears. Very little high end GPU capacity is truly spot. Hyperscalers and AI labs contract multi year blocks of capacity with strict reliability"
X Link 2025-12-03T14:42Z 57.8K followers, 25.8K engagements

"We initiated a position in $ETOR in $NODE. ETOR is a profitable global retail brokerage with built-in social trading and meaningful balance-sheet float income not just a crypto trading app. Shares are now 55% below the first-day IPO close and 30% down in the last month trading below 2027E book value barring a profitability collapse which looks very unlikely given current returns and cash generation. This drawdown comes as retail participation has started the year strong historically supportive for retail brokers. We see an asymmetric setup: profitable growing buying back stock yet still"
X Link 2026-01-15T15:13Z 57.8K followers, 46.8K engagements

"As great as it would be to manage one of 2025s rainmakers this table is misleading. $BIZDs 12%+ expense ratio is a reporting ghost. Our actual fee is 0.42% (all-in). The rest is an accounting quirk (AFFE) that treats the full operating expenses of public BDCs as if they were fund fees. Its like forcing a tech ETF to include Apples payroll and executive comp in its expense ratio. The House passed a fix (H.R. 2225). The Senate should finish the job so investors see the real cost. https://twitter.com/i/web/status/2013963295732994296 https://twitter.com/i/web/status/2013963295732994296"
X Link 2026-01-21T13:14Z 57.8K followers, [----] engagements

"https://x.com/matthew_sigel/status/2016203511910768694 PINS -10% to fresh 52-week low after announcing $35-45M charge to cut 15% of workforce cut office space to focus investments on AI. Not a great look for beleaguered saas investors looking for cost savings to rescue stocks. Lack of pre-announce to cushion news didn't help. https://t.co/29dz8ECkYv https://x.com/matthew_sigel/status/2016203511910768694 PINS -10% to fresh 52-week low after announcing $35-45M charge to cut 15% of workforce cut office space to focus investments on AI. Not a great look for beleaguered saas investors looking for"
X Link 2026-01-27T19:40Z 57.8K followers, [----] engagements

"Bitcoin Market Update: Deleveraging Narrative Shock and an Oversold Setup Bitcoin has experienced a sharp drawdown over the past week with prices falling roughly [--] percent and currently trading in the mid-$60000s. The move has been driven by a rapid unwind of leverage from historically extreme levels rather than a single liquidation shock. BTC futures open interest has fallen from roughly $61 billion one week ago to about $49 billion today a decline of more than [--] percent in notional exposure in just a few sessions. More broadly futures open interest peaked above $90 billion in early"
X Link 2026-02-05T18:12Z 57.8K followers, 60.6K engagements

"Full disclosure: We entered at $31 stopped out below $27 took the tax loss bought back $HOOD @ $78 where we have more conviction in long-term share gains. HOOD +14% ETOR +6% today. Happy to revisit $ETOR later still very cheap. Always weighing risk/reward vs. the tax bill 🫡 We initiated a position in $ETOR in $NODE. ETOR is a profitable global retail brokerage with built-in social trading and meaningful balance-sheet float income not just a crypto trading app. Shares are now 55% below the first-day IPO close and 30% down in the last month https://t.co/oH3PUkAyb4 We initiated a position in"
X Link 2026-02-06T16:52Z 57.8K followers, [----] engagements

"$BTDR +14% YTD vs $BTC -20% on AI hopes. But Clarington lease has been the carrot on a stick for a year Q1'25 they promised a major lease. Instead dumped the partner LOI to "go it alone" got sued by a neighbor & just pulled the [----] timeline. No partner no date. Sell. ⚠$BTDR flagship US AI Site at Risk of Delay BTDR slips crucial disclosure into todays monthly report: Clarington OH site (570MW) the cornerstone of its U.S. AI/HPC strategy may be delayed due to ongoing litigation with a neighboring industrial tenant. This is the same https://t.co/jmtZgDHOlV ⚠$BTDR flagship US AI Site at Risk of"
X Link 2026-02-10T17:26Z 57.8K followers, 16.1K engagements

"Chart of the week"
X Link 2026-02-12T02:57Z 57.8K followers, [----] engagements

"Record EPS at a $280B SIFI. One profitable calendar year at a $3B Bitcoin miner. Similar CEO pay"
X Link 2026-02-12T13:27Z 57.8K followers, [----] engagements

"@edge_of_power [---] replies/week not enough for you (I tend not to reply too much to folks who have a ticker in their bio unless they are a control person.)"
X Link 2026-02-15T16:31Z 57.8K followers, [---] engagements

"$NVDA H100 rental prices make new 8-month highs; +14% from November lows as hyperscaler demand tightens supply faster than new capacity can come online"
X Link 2026-01-13T15:50Z 57.8K followers, 225.3K engagements

"NYC City council member pushing to redesign streets around a mode of transport used by 3% of commuters (bikers) actively worked to kill NYC jobs because he doesnt personally prefer the industry (defense) which accounts for 3% of U.S. GDP. At the Brooklyn Navy Yard. Easy Aerial is leaving the Brooklyn Navy Yard. @BklynNavyYard leadership made the right decision last month to not renew their lease. This public asset should not be leasing space to companies producing drones that are being transformed into weapons of war. Easy Aerial is leaving the Brooklyn Navy Yard. @BklynNavyYard leadership"
X Link 2026-02-12T02:22Z 57.8K followers, 11.2K engagements

""The current limiting factor in 3-4 year frame is chips. On a one-year time frame it's energy power production electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year people are going to have a real hard time turning them on. Chip output will exceed our ability to turn chips on. We're trying to accelerate electricity production." Q: Well what's your plan for this world "Well we're trying to accelerate electricity production" - Elon (2:45:30) .@collision and I interviewed @elonmusk. 0:00:00 - Orbital"
X Link 2026-02-07T12:59Z 57.8K followers, 12.8K engagements

"GOOGL selling 100-year debt 😯"
X Link 2026-02-09T13:07Z 57.8K followers, 511.6K engagements

"I think I'm more of a "you go first @brian_armstrong" kind of guy here. Fortune favors the brave $COIN https://t.co/OHikufmgem Fortune favors the brave $COIN https://t.co/OHikufmgem"
X Link 2026-02-11T17:40Z 57.8K followers, 267.6K engagements

"$NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected. We are seeing very strong pricing across all families of GPUs and we are at full utilization as we continue to sell-out all available capacity. In Q4 we saw nearly twice as many transactions completed for over [--] months in duration over what we succeeded with in Q3 while average selling prices increased by more than 50%. As an"
X Link 2026-02-12T14:49Z 57.8K followers, 27.9K engagements

"SEI +12% lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for [---] MW of power gen assets. (Solaris powers xAI "Colossus" site in Memphis; their two data center customers total [---] GW with 400MW still to be leased)"
X Link 2026-02-13T11:40Z 57.8K followers, 11K engagements

"$FIGR pre-announce Q4 in the updated prospectus blockchain share offering (secondary not new shares) launched today. Sees prelim Q4 revenues $158-162M vs. cons $154M. Sees prelim Q4 EBIDTA $80-83M vs cons $82M FIGR +2%"
X Link 2026-02-13T15:11Z 57.8K followers, [----] engagements

"also announced $30M buyback small but symbolic"
X Link 2026-02-13T15:16Z 57.8K followers, [----] engagements

"Locked replies after too many busted calls"
X Link 2026-02-14T11:26Z 57.8K followers, 32K engagements

"IDGAF about the block from this political permabear but the category error must be addressed: Silver trades $20B/day notional futures-driven. Annual mine supply turns in days. DRAM is $300M/day 75% OEM contracts [--] suppliers. Metal trades. Memory gets allocated. Locked replies after too many busted calls Locked replies after too many busted calls"
X Link 2026-02-15T12:11Z 57.8K followers, 11.8K engagements

"@edge_of_power Agree with thesis as does the market. $IRSA has been great performer & MarketVector has strong incentive to ensure this index remains best-in-class. Index committee can use discretion to include $ONDS even after its US domicile move. Disclosures-- https://www.vaneck.com/us/en/investments/israel-etf-isra/overview/ https://www.vaneck.com/us/en/investments/israel-etf-isra/overview/"
X Link 2026-02-15T16:42Z 57.8K followers, [---] engagements

"PJM plan could accelerate data center power deals analysts say "I would expect to see over the next couple of months a flurry of major data center/power deals to get announced by the IPPs the data center owners & big tech companies" said James West MD at Melius Research"
X Link 2026-02-16T12:16Z 57.8K followers, 29.3K engagements

"Why we should build more datacenters -- PJM capacity costs attributable to data centers total $23B over [--] years. Using GDP value-added accounts: data centers generate $231B/yr in direct GDP (wages profits depreciation) and $727B/yr incl. suppliers & induced effects. Scaled to PJMs 21% GDP share ➡ $146B direct (6:1) or $460B total (20:1 payoff) over comparable period. PJM plan could accelerate data center power deals analysts say "I would expect to see over the next couple of months a flurry of major data center/power deals to get announced by the IPPs the data center owners & big tech"
X Link 2026-02-16T12:46Z 57.8K followers, 15.8K engagements

"Dem leadership jammed a last-minute budget amendment through to hand Medicaid home health administration to a single out-of-state vendor sidestepping the normal competitive process and the (State) Comptrollers usual pre-approval. Meanwhile Medicaid spending keeps exploding even as enrollment falls from its COVID peak and yet when stakeholders ask for due diligence on issues like the high concentration of intermediaries in parts of Brooklyn theyre met with moral grandstanding. The Comptrollers job is to demand transparency and protect taxpayers. Turning legitimate fiscal questions culture-war"
X Link 2026-02-16T17:51Z 57.8K followers, [--] engagements

"In the spirit of full disclosure intellectual honesty posterity's judgment and rigorous debate I would like to share my strong belief: I have become personally convinced that Jack Dorsey CEO of Square and founder of X is Bitcoins founder Satoshi Nakamoto. This is my opinion not that of VanEck. The evidence linking Jack to Satoshi is a combination of technical parallels circumstantial links patterns (including timing) uncanny coincidences motive and ability. While not definitive the breadth of these connections is compelling and worthy of further scrutiny. If true addressing these questions"
X Link 2025-02-18T14:09Z 57.8K followers, 1.3M engagements

"WHY JACK DORSEY IS SATOSHI NAKAMOTO Jack Dorsey was: [--] of [----] confirmed cypherpunks in [----] (his UMR email) Wore an Adam Back t-shirt in the UMR yearbook UMR students were called Miners Was a CompSci & Math major with an interest in crypto Member of ACM in [----] to at least [----] Created academic research paper submission & review software for Mira Digital Publishing Known to use: OpenBSD Windows Mac Linux Confirmed to code in: C Python Java Perl PHP OCaml JoCaml Lisp ObjC and more Still on the cypherpunk mailing list in [----] under his dnet .com email Wrote a manifesto about making a mark"
X Link 2025-02-15T19:47Z 16.9K followers, 3.4M engagements

"Hearing exchanges are out of Bitcoin. Monday 9:30am might be the first official shortage. Not financial advice just: it might make sense to get some. 🚨🚨🚨🚨🚨 FIVE-YEAR RECORD LOW Almost [------] Bitcoins removed from exchanges in the last [--] days. https://t.co/nID3wluPwo 🚨🚨🚨🚨🚨 FIVE-YEAR RECORD LOW Almost [------] Bitcoins removed from exchanges in the last [--] days. https://t.co/nID3wluPwo"
X Link 2025-10-03T23:21Z 57.8K followers, 495.5K engagements

"🚨🚨🚨🚨🚨 FIVE-YEAR RECORD LOW Almost [------] Bitcoins removed from exchanges in the last [--] days"
X Link 2025-10-03T21:18Z 18.3K followers, 599.9K engagements

"1000 BTC for Sale on Coinbase at $100k"
X Link 2024-11-22T19:38Z 57.8K followers, 656.1K engagements

"ALL TIME HIGH Bitcoin / Mag [--] Ratio"
X Link 2025-04-04T19:17Z 57.8K followers, 296K engagements

"Schwab CEO Says He "Feels Silly" For Not Buying Crypto; Announces that Schwab Will Enter Spot Crypto Markets"
X Link 2024-11-21T20:49Z 57.8K followers, 645.5K engagements

"🚨 First State Pension Fund Buys #ETH ETF 🚨 State of Michigan Files 13F Discloses New ETH ETF Holdings; Becomes Top [--] Holder of $ETH & $ETHE"
X Link 2024-11-04T15:46Z 57.8K followers, 700.9K engagements

"🚨Minneapolis Fed Joins ECB With #Bitcoin Attack 🚨 New Paper Claims Governments Can Run Permanent Deficits if Consumers Don't Notice & Adopt New Money Like BTC. Fantasizes About "Legal Prohibition" & Extra Taxes on BTC to Ensure Govt Debt Remains "Only Risk Free Security" 1/ This new paper is a true declaration of war: the ECB claims that early #bitcoin adopters steal economic value from latecomers. I strongly believe authorities will use this luddite argument to enact harsh taxes or bans. Check 🧵 for why: https://t.co/qg31YenTSC 1/ This new paper is a true declaration of war: the ECB"
X Link 2024-10-20T23:23Z 57.8K followers, 1.3M engagements

"1/ This new paper is a true declaration of war: the ECB claims that early #bitcoin adopters steal economic value from latecomers. I strongly believe authorities will use this luddite argument to enact harsh taxes or bans. Check 🧵 for why:"
X Link 2024-10-19T05:36Z 308K followers, 2.7M engagements

"FOR IMMEDIATE RELEASE: VanEck Endorses Strategic Bitcoin Reserve. No need for 'sources'we'll just tell you ourselves. 🚨SCOOP: Sources close to @BlackRock tell @FoxBusiness the big money manager is not endorsing a strategic $BTC reserve despite recent reports that it is. 🚨SCOOP: Sources close to @BlackRock tell @FoxBusiness the big money manager is not endorsing a strategic $BTC reserve despite recent reports that it is"
X Link 2024-11-19T18:39Z 57.8K followers, 205.5K engagements

"🚨SCOOP: Sources close to @BlackRock tell @FoxBusiness the big money manager is not endorsing a strategic $BTC reserve despite recent reports that it is"
X Link 2024-11-19T18:24Z 275.6K followers, 335.1K engagements

"Bitcoin is $1k from an all-time high and the Google Trends chart looks like this"
X Link 2025-05-20T20:49Z 57.8K followers, 264.7K engagements

"Tiny market cap. Huge footprint. $MSTR = 0.07% of U.S. equities by value. But 16% of all equity raised or announced in [----] Bitcoin isnt just a store of value. Its a magnet for capital"
X Link 2025-03-24T20:43Z 57.8K followers, 758K engagements

"List of Bitcoin corrections in the run-up to $20k in 2017: -41% -38% -29% -34% -41% -40% -27% List of Bitcoin corrections in the run-up to $69k in 2021: -21% -17% -31% -26% -55% () -25%"
X Link 2025-02-28T12:47Z 57.8K followers, 333.1K engagements

"We analyzed [--] state-level Bitcoin reserve bills. If enacted they could drive $23 billion in buying or 247k BTC. This sum is independent of any pension fund allocations likely to rise if legislators move forward"
X Link 2025-02-12T13:21Z 57.8K followers, 268.4K engagements

"VanEck's @MarketVector launches $MEMECOIN index top [--] assets 30% cap. Warns potential customers: "These coins are intended for entertainment purposes""
X Link 2024-05-08T13:08Z 57.8K followers, 616.7K engagements

"Vanguard: Bitcoin is immature and has no value. Also Vanguard: Buys 20M shares of MSTR becomes top backer of Bitcoins loudest bull. Indexing into $9B of what you openly mock isn't strategy. Its institutional dementia"
X Link 2025-07-14T15:35Z 57.8K followers, 139.3K engagements

"🚨JPM & Coinbase Ink Deal to Link Users' Bank & Crypto Accounts Will enable direct Bank-to-Wallet connection. Customers will be able to transfer Chase rewards to Coinbase account And use Chase Credit Cards to fund $COIN balances for the first time"
X Link 2025-07-30T12:25Z 57.8K followers, 169.5K engagements

"🚨 Luxembourg becomes first EU Sovereign Wealth Fund to buy Bitcoin with a 1% position via ETF"
X Link 2025-10-09T11:39Z 57.8K followers, 256.3K engagements

"Blackrock CIO of ETF & Index Investments @Samaraepcohen said today at the Coinbase event that permissioned blockchains have lost & that traditional market participants are coalescing around open-source #Ethereum for tokenization so as not to fragment liquidity 👍"
X Link 2024-06-13T19:55Z 57.8K followers, 425.7K engagements

"The US President should be able to ban #TikTok in the name of national security without a [--] page new law that broadens the power of the executive branch & purports to cover all kinds of "transactions" including cryptography & payments. NO legislation needed"
X Link 2023-03-25T12:42Z 57.8K followers, 258.7K engagements

"48 out of [--] candidates backed by crypto's biggest PAC were declared winners as of Friday morning. 💯"
X Link 2024-11-08T20:11Z 57.8K followers, 332.2K engagements

"Following all Bitcoiners Back Tonight 🫡"
X Link 2024-12-09T03:55Z 57.8K followers, 64.1K engagements

"We still think Bitcoin hits $180k this year. JUST IN: $133 billion VanEck says they still believe Bitcoin will rise to $180000 by the end of the year 🚀 https://t.co/zO14e1F8GE JUST IN: $133 billion VanEck says they still believe Bitcoin will rise to $180000 by the end of the year 🚀 https://t.co/zO14e1F8GE"
X Link 2025-08-18T22:48Z 57.8K followers, 99.4K engagements

"JUST IN: $133 billion VanEck says they still believe Bitcoin will rise to $180000 by the end of the year 🚀"
X Link 2025-08-18T20:08Z 3.9M followers, 292.3K engagements

"Russia's Largest Bank Sberbank Launches Structured Bonds Tied to Bitcoin"
X Link 2025-06-02T13:45Z 57.8K followers, 326K engagements

"Bitcoin is categorically different from all other digital assets. In my opinion it is the only crypto appropriate for a US Government Stockpile. All others require a portfolio manager. While I'm happy to serve if asked I don't think such a job should exist at US Treasury"
X Link 2025-01-27T22:08Z 57.8K followers, 75.5K engagements

"Every gold rally sparks the same pattern: Bitcoin breaks out bigger"
X Link 2025-09-06T07:39Z 57.8K followers, 104.3K engagements

"BitMine ($BMNR) just filed to expand its at-the-market equity program by $20B a 5x increase in issuance capacity to fund more ETH purchases. Prior authorized: $4.5B New supplement: +$20B Total capacity: $24.5B"
X Link 2025-08-12T12:07Z 57.8K followers, 325.1K engagements

"The CEO of the Largest Bank in Singapore (DBS) is Bullish on Bitcoin"
X Link 2025-02-10T14:55Z 57.8K followers, 52.7K engagements

"We at @vaneck_us are pleased to announce that @CBOE just filed our 19b-4 to list and trade shares of the FIRST Solana exchange-traded fund in the US We look forward to engaging with the SEC during the review period"
X Link 2024-07-08T20:19Z 57.8K followers, 156.2K engagements

"$COIN COO says PANIC at the White House: "The tone from the SEC has just changed literally overnight.The administration sensing some panic" at JPM TMT conference:"
X Link 2024-05-21T19:10Z 57.8K followers, 622K engagements

"$1 Million market cap penny stock Nilam Resources (NILM) announces letter of intent to buy [-----] Bitcoin ($1.7B) "at a discounted rate relative to current market prices" via an acquisition of a special purpose entity under the name MindWave. 1) What"
X Link 2024-03-25T20:18Z 57.8K followers, 649.5K engagements

"Morgan Stanley Barclays Citigroup and Goldman Sachs are managing $MSTR's new $2B convertible bond sale. The Preferred issue STRK has been working 👀"
X Link 2025-02-18T21:48Z 57.8K followers, 142.6K engagements

"We own 9% of our own Bitcoin ETF shares outstanding with more in cold storage. No other manager approaches this level of conviction. And yes we have the resources & expertise to run diversified alts strategies too 🫡 @gaborgurbacs bruh @matthew_sigel how are you doing @gaborgurbacs bruh @matthew_sigel how are you doing"
X Link 2024-12-31T23:18Z 57.8K followers, 312.7K engagements

"@gaborgurbacs bruh @matthew_sigel how are you doing"
X Link 2024-12-31T23:05Z [----] followers, 285.6K engagements

"Galaxy Digital Multicoin & Jump look to Raise $1B for Solana Treasury Company: Bloomberg"
X Link 2025-08-25T11:33Z 57.8K followers, 183.6K engagements

"In the old days you could bury a veto like this on a Friday night and hope it died in silence. Now thankfully moves like this dominate the Saturday morning doomscroll & help raise $$$ to beat leaders who betray the will of the people. Ask around. Its happened before. 🚨 Arizona Governor Vetoes Bitcoin Bill Calls BTC "untested" and not a "sound investment" https://t.co/IGGK1QtLQQ 🚨 Arizona Governor Vetoes Bitcoin Bill Calls BTC "untested" and not a "sound investment" https://t.co/IGGK1QtLQQ"
X Link 2025-05-03T12:22Z 57.8K followers, 60K engagements

"🚨 Arizona Governor Vetoes Bitcoin Bill Calls BTC "untested" and not a "sound investment" To sign this the Governor will need to hear from many constituents respectfully. To sign this the Governor will need to hear from many constituents respectfully"
X Link 2025-05-03T11:06Z 57.8K followers, 318.5K engagements

"Sounds to me like $MSFT is open to an #ETH ETF as long as they can collect staking income 🤷♂"
X Link 2024-12-11T20:13Z 57.8K followers, 93.3K engagements

"🚨 SoftBank to Join Tether Bitfinex and Cantor to launch [--] Capital seeded with $3B in Bitcoin and set to go public via SPAC: FT SoftBank will contribute $900M to buy BTC @ $85k with Tether in for $1.5B and Bitfinex $600M. Masayoshi Son's biggest Bitcoin bet yet. In [----] Softbank's Son personally bought $200M of Bitcoin near the top then sold months later reportedly losing over $130M. Earlier this year SoftBank invested $50M in Cipher Mining acquiring approximately [----] million shares (3%) to support HPC data center development and entering into a month exclusive negotiation for data center"
X Link 2025-04-23T00:23Z 57.8K followers, 220K engagements

"The next big link between Bitcoin and Big Tech wont come out of nowhere. When it arrives it will feel obvious. Two new corporate entrants to the Bitcoin movement are coming. They arent small players either. unironically tariffs have moved the needle. one of the two CEOs has been pro $BTC (publicly). will look more like $TSLA than $MSTR. Two new corporate entrants to the Bitcoin movement are coming. They arent small players either. unironically tariffs have moved the needle. one of the two CEOs has been pro $BTC (publicly). will look more like $TSLA than $MSTR"
X Link 2025-04-14T13:50Z 57.8K followers, 105K engagements

"🚨 BlackRock Adds its Bitcoin ETF to Model Portfolio for First Time $BLK adding 1-2% allocation in its target allocation portfolios that allow for alternatives according to an investment outlook viewed by Bloomberg"
X Link 2025-02-28T15:48Z 57.8K followers, 100.9K engagements

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