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@penny_ether Avatar @penny_ether pennyether

pennyether posts on X about $btdr, bitdeer, money, nvda the most. They currently have XXXXXX followers and 2017 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks #6309 finance cryptocurrencies fashion brands technology brands countries

Social topic influence $btdr #2, bitdeer #5, money, nvda, asics #186, $7936t #186, has been, mining, $corz #26, $crwv #137

Top assets mentioned Bitdeer Technologies Group (BTDR) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc. (CRWV) MARA Holdings, Inc. (MARA) NVIDIA Corp. (NVDA) Bitfarms Ltd. (BITF) Hut X Mining Corp. (HUT) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) TeraWulf Inc. (WULF) Scholar Rock Holding Corporation Common Stock (SRRK) Regeneron Pharmaceuticals Inc (REGN) UnitedHealth Group (UNH)

Top Social Posts #

Top posts by engagements in the last XX hours

"$CORZ / $CRWV - Two Seas' "Vote No" presentation. It's definitely worth a read. I still think win-win is recutting the deal. If vote is no I think sp goes up modestly to reflect market's raised value on both signed and unsigned MWs. provided mgmt narrates the original goals"
X Link @penny_ether 2025-10-12T03:25Z 10.6K followers, 6997 engagements

"The least of my concerns is mgmts actual ability to execute. The question is incentive. A "no" vote incentivizes them to execute. or quit. The real concern I have is avtual market demand for their particular assets. The lack of a new customer is one negative signal. but mgmts bullishness prior to acquisition is another as have been the last X months of dealflow and market repricing MWs across the board. As was the case before the amount I'm willing to ride depends on the share price and mgmt commentary about plans. The real risk is that mgmt was blowing smoke up our asses about customer"
X Link @penny_ether 2025-10-12T19:59Z 10.6K followers, XXX engagements

"$MARA - Kindly requesting any information about $MARA's similarities to any of the other miners that are rallying. I honestly haven't kept track of that black hole for money. but if there's news I'm all ears. Did they announce anything beyond paying $168m for XX% of Exaion (undisclosed balance sheet / operations) Did I miss some announcement or signal that they might sign a deal for some of their MW's Have they been speaking more about pivoting to doing colocation Is this just anticipation of an HPC pivot -- given the $CLSK pivot Are treasuries hot again (despite $MARA saying: "we are not a"
X Link @penny_ether 2025-10-14T18:06Z 10.6K followers, 2461 engagements

"The HPC references I found were: - $168m investment into a foreign company Exaion whose financials remain undisclosed. - remarks of how HPC is a growing industry. of which MARA's involvement (aside from Exaion) is not clear to me. - mentions of how (at the time) only two miners were able to get deals (CORZ GLXY) and how Fred thinks the big opportunity is "inference at the edge" . again unsure how MARA folds into that and at the very least the market now disagrees (eg it currently bids up bulk MWs)"
X Link @penny_ether 2025-10-14T21:36Z 10.6K followers, XX engagements

"@BuzzardCapital Since almost two years ago:"
X Link @penny_ether 2025-10-15T11:09Z 10.6K followers, XXX engagements

"@HaydnBCole If you can get the same thing for cheaper what does the future value have to do with anything"
X Link @penny_ether 2025-10-15T12:07Z 10.6K followers, XX engagements

"Note to self: If the market is ripping and there is only X day left for 13F's to get filed and a stock is down at X year lows and it looks like it has bottomed out. buy weekly calls"
X Link @penny_ether 2025-08-15T02:43Z 10.6K followers, 9191 engagements

"@perry_lin1 Seems like this implies a Cayuga announcement is still at least some weeks out at least. Otherwise would announce then raise. Thoughts"
X Link @penny_ether 2025-10-14T14:46Z 10.6K followers, XXX engagements

"@smatthewschultz Please tell me the private jet was to get some PILOT experience"
X Link @penny_ether 2025-10-07T01:42Z 10.6K followers, 4573 engagements

"That's one part of the answer. the next part is how much IBIT you could've sold and how much exchange BTC you could've bought. Eg actual market depth. Entirely possible that AH there's just not enough liquidity and the problem was leveraged positions did not account for right tail volatility. It's the same reason MMs jack up premium prices as they sell more and more options. because managing the delta has more risk: there's only so much liquidity they can tap into before they work against themselves. The leveraged traders did not account for this info and the attackers took advantage. I dont"
X Link @penny_ether 2025-10-12T20:23Z 10.5K followers, XX engagements

"@LargoCabayero @JeffLaberge4 @BitdeerOfficial I think the hashrate that is "hosted" is not owned by $BTDR. So by letting the contracts roll off they wouldn't get more self-mining hashrate. They would reclaim more rackspace for self-mining. and they already have quite a surplus of that. (See: power pipeline)"
X Link @penny_ether 2025-10-15T10:59Z 10.6K followers, XX engagements

"$BTDR - Sealminer A3 and A3 Pro website now up. A3 is XX J/TH Pro is XXXX J/TH. Air cooled. BTDR matching/besting the S21 XP and getting close to Bitmain's S23 (11 J/TH) which allegedly starts shipping in January. Pre-order / pricing for the A3 is still "stay tuned". The A3 unlocks a lot of optionality for $BTDR. They can sell the units and/or they can self mine. It is an immense advantage when vertical integration includes the ability to manufacture cashflow machines. you can either sell them or mine with them and dominate a zero-sum industry. The ASIC market is massive. I'll have to cover"
X Link @penny_ether 2025-09-16T17:18Z 10.6K followers, 8612 engagements

"Correct me if I'm wrong: The baseline transmission latency isn't the problem. Eg international phone calls are fine. The limiting factor is the time to generate tokens. this is a problem that $NVDA and LLM designers are advancing at a substantial pace. In other words. wait 12m and you'll get better quality answers in less time"
X Link @penny_ether 2025-10-14T00:03Z 10.6K followers, XXX engagements

"@BTC_Bella69420 It's amazing you can just ask ChatGPT to solve equations and/or make interactive webpages and plot charts. This is like a dream come true"
X Link @penny_ether 2025-10-13T06:17Z 10.6K followers, XXX engagements

"Updated chart. jfc $BITF $WYFI $CIFR $HUT $BTDR and even $MARA"
X Link @penny_ether 2025-10-13T23:31Z 10.6K followers, 8312 engagements

"$BTDR / Bitmain: Circling back on this and tying it to my latest article about hashrate growth: In 2026 I project around XXX EH/s to be added. That's about XXX GWs of capacity swapped or added. At $1050/KWH cost (just a guess) that'd be around $5b of cash spent on ASICs. In case those numbers sound ridiculous consider the gross profit potential of miners: If hashprice stays at $45-ish that'd be roughly $14b in gross profit. This occurs as miners' average gross hashcost drops from $XX to $XX during the year (due in part to the above allocations of ASICs). Essentially BTC is emitting $19b/year."
X Link @penny_ether 2025-09-22T16:18Z 10.6K followers, 6180 engagements

"$BTDR - tons of updates. Now officially declaring they are going the $IREN route of CSP with "potentially 200MW @ $2b ARR by end of 2026." 570MW in Ohio (2027H1). they let the LOI expire so they can receive full economics. 164MW in Norway (2026Q4). 15MW in WA underway. On the ASIC/mining front: - Hashrate: They're up to XX EH/s. More on the way: XXX EH/s in transit and XXX EH/s being assembled. - A3 (14J/TH) and A3 Pro (12.5 J/TH): Started mass production. I can only imagine their hashrate growth as these start to land. Will also greatly improve overall fleet efficiency. - A4 (non-charge"
X Link @penny_ether 2025-10-14T23:12Z 10.6K followers, 12.8K engagements

"The rare 🚨"
X Link @penny_ether 2025-10-15T13:04Z 10.6K followers, 8735 engagements

"$WULF is interesting. of all the big HPC/miners it has the lowest IV and IVP and huge options volumes today. Not saying bullish or bearish. it's just interesting"
X Link @penny_ether 2025-10-09T19:19Z 10.6K followers, 7965 engagements

"BTC / security budget - My argument has been incentive to break BTC (vs security budget) doubles every X years. Pushback: "what incentive there's no way to profit". Ok just imagine this but x2 x4 x8. etc. And knowing BTC would drop far more than this. In theory it would cost XX% x mining rewards/day x bribe fee to make a sidechain that would rugpull all the "confirmed" txs the moment the sidechain is broadcast. (If you want to pretend that wouldn't tank BTC then GTFO.) That's about 250BTC for a whole day. (Half of that next halving.) Possible reward The higher BTC goes the higher the reward."
X Link @penny_ether 2025-10-11T01:04Z 10.6K followers, 5231 engagements

"@chiptomunk @saylor Supposing he did. would it be bullish to have diluted at 1.35x mNAV or whatever it averaged this week"
X Link @penny_ether 2025-10-11T19:54Z 10.5K followers, XXX engagements

"Sure selling at continually lower highs is a kind of arb :) And yeah having people give you 1.35BTC for 1BTC is a nice luxury. I think we both know the game. just gotta hope BTC Yield outpaces mNAV decline. If mNAV is a function of "estimated future BTC Yield" then that's a circle. Two years ago mNAV of 2x meant betting on some amount of "expected BTC Yield" (aka: dollars IN). and turned out the actual dollars in exceeded that by a lot. Big winners. But now mNAV of 1.35x prices in lower "expected BTC Yield" which is on paper an easier win condition. yet the actual dollars in would have to be"
X Link @penny_ether 2025-10-11T20:32Z 10.6K followers, XXX engagements

"@matthew_sigel If they knew how to present this could've been their $IREN-Q2-earnings moment where they planted a flag and said "we will build it they will come""
X Link @penny_ether 2025-10-14T23:59Z 10.6K followers, 1174 engagements

"$BTDR / ASICs - Bitmain has been the NVDA of BTC Mining and it's been quite lucrative; they literally manufacture money printing machines that will always provide operating profit to the buyer. Just how valuable is gaining market share In this post I explore some insights from an ongoing study I'm doing. Thing to keep in mind is that $BTDR is guiding to claim J/TH dominance in 2026. These claims have happened many times before. but $BTDR is already up to the A3 that is nearly on par with Bitmain. The A4 (with charge recycling) could completely blow Bitmain out of the water on the first"
X Link @penny_ether 2025-09-19T14:58Z 10.6K followers, 11.8K engagements

"Are any of my followers well-versed in biotech Specifically looking into myostatin inhibitors. $SRRK and $REGN. I think by 2030 these drugs could be quite commonplace. What GLP1 is to losing weight (muscle + fat) myostatin inhibitors are seemingly to preserving and (possibly) gaining muscle. Right now myostatin inhibitors are undergoing trials for treating skeletal muscular atrophy ($SRRK looks like it's got a winner) and some trials for use in conjunction with GLP1s. I think the big money is with the latter. $SRRK's EMBRAZE trial showed a XX% reduction in lean mass loss when Apitegromab"
X Link @penny_ether 2025-09-28T23:44Z 10.6K followers, 4991 engagements

"@vaneck_us @matthew_sigel $NODE"
X Link @penny_ether 2025-10-14T14:20Z 10.6K followers, XXX engagements

"@PunterJeff @ChrisChattin "Zero missed payments therefore no problem servicing debt." That's an interesting methodology for assessing credit risk"
X Link @penny_ether 2025-10-14T23:44Z 10.6K followers, XXX engagements

"This whole saga would be relatively easy to sweep under the rug. Sure mgmt might prefer the immediate payout. but if/when that's no longer an option their next best thing is to resume a focus on maximizing shareholder value. Eg: we value our shareholders opinion and in light of recent market evolution are as confident as ever that we can maximize shareholder value by diversifying our client base. Market conditions are vastly different than just X months ago and we are now free to resume discussions with enterprises and hyperscalars both of which we feel are far more committed to growing their"
X Link @penny_ether 2025-10-12T19:42Z 10.6K followers, XXX engagements

"$CRWV / $CORZ - Take a look at peers. MWs are king. Besides what's fair for you Issue stock and get hard assets improved margins $1b in net cash. Or go ahead and raise $10b cash. see how "fair" that feels. There is plenty of room for win-win"
X Link @penny_ether 2025-10-07T20:54Z 10.6K followers, 10.6K engagements

"$BTDR - I wrote up something about it yesterday but never posted it. The tldr is that they have "an embarrassment of riches" and if you want something maximally speculative on mining/HPC colocation/CSP then they are impossible to ignore. Below is the draft. It's incomplete as I wanted to provide more concrete figures on the Sealminer upside. I'll get around to that sometime. too busy enjoying life. --------- $BTDR - I like BTDR here because it has a few moonshot upsides but hasn't moved (too much) in sympathy to peers. An HPC colocation hopeful awaiting monthly update. No news is news"
X Link @penny_ether 2025-09-12T14:11Z 10.6K followers, 8644 engagements

"Biggest positions aren't really meaningful because they are hedges. Biggest by weight are cash gold BTC ZQ contracts negative beta on SPY. That's just by delta. but I have some gamma and other greeks in there as well. Other side of the barbell is $SPHR $UNH REITs various AI/tech/miners NG stuff staples high beta stuff and speculative plays. I don't go super concentrated on single tickers unless it's something crazy obvious like $CORZ at $8"
X Link @penny_ether 2025-09-12T20:29Z 10.6K followers, XXX engagements

"1. High gamma is not due to calls "becoming ITM" X. XXX% tariff announcement didn't "crush gamma" and "cause a fall". If anything it pumped IV up which on most chains generally increases net gamma not decreases. X. Gamma increases the amount sellers have to buy (if underlying goes up). but also the amount they have to sell (if underlying goes down). it's not like gamma is some magic "up only" thing $IREN probably going up but who knows for sure Paging @FransBakker9812 for approval"
X Link @penny_ether 2025-10-11T06:24Z 10.5K followers, 1670 engagements

"All this talk about exchanges and liquidations. but seems like the one simple truth is not enough cross exchange arbers exist. Could've made millions selling IBIT and buying unlevered on exchanges and this would've softened the blow. Am I wrong"
X Link @penny_ether 2025-10-12T19:28Z 10.6K followers, 3214 engagements

"@jmp075 Is IBIT at XX higher/lower than equivalent bottom tick at exchanges It's a complicated question overall because the arb requires buyers showing up for IBIT more than buyers showing up at exchanges. Maybe that was already the case"
X Link @penny_ether 2025-10-12T20:08Z 10.6K followers, XXX engagements

"Hashrate / ASICs: A collection of recent writing in case you want to be informed on hashrate ASICs and ASIC production (aka the arms dealers of BTC Miners) The Hashrate Almanac: Why hashrate always goes up the hashcurve forecasts etc A study of ASIC CapEx / TAM / margins / economics / etc: Basically selling ASICs is awesome. About $BTDR's ASIC manufacturing prospects (selling and self-mining): Some estimates on ASIC TAM for the coming year: Bonus: Historic hashprice-adjusted network hashrate CAGR: -------------- Also we just adjusted up X% to 1080 EH/s in a period where hashprice was lower."
X Link @penny_ether 2025-10-02T00:59Z 10.6K followers, 9990 engagements