# ![@StephenZeiner Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::226583728.png) @StephenZeiner Stephen Zeiner

Stephen Zeiner posts on X about $bitf, bitfarms, $sdig, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::226583728/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::226583728/c:line/m:interactions.svg)

- [--] Week [-----] +42%
- [--] Month [------] +81%
- [--] Months [-------] +318%
- [--] Year [-------] +364%

### Mentions: [--] [#](/creator/twitter::226583728/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::226583728/c:line/m:posts_active.svg)

- [--] Month [--] -61%
- [--] Months [---] +14%
- [--] Year [---] +75%

### Followers: [---] [#](/creator/twitter::226583728/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::226583728/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +2%
- [--] Months [---] +125%
- [--] Year [---] +164%

### CreatorRank: [-------] [#](/creator/twitter::226583728/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::226583728/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  87% [finance](/list/finance)  29% [cryptocurrencies](/list/cryptocurrencies)  21% [countries](/list/countries)  3% [technology brands](/list/technology-brands)  2%

**Social topic influence**
[$bitf](/topic/$bitf) #33, [bitfarms](/topic/bitfarms) #33, [$sdig](/topic/$sdig) 26%, [bitcoin](/topic/bitcoin) 18%, [$can](/topic/$can) 11%, [$btc](/topic/$btc) 7%, [in the](/topic/in-the) 7%, [stronghold digital](/topic/stronghold-digital) 7%, [$keel](/topic/$keel) #2, [moses](/topic/moses) #333

**Top accounts mentioned or mentioned by**
[@bitfarmsio](/creator/undefined) [@hashoveride](/creator/undefined) [@strongholddm](/creator/undefined) [@brianheg](/creator/undefined) [@ashfelicitous](/creator/undefined) [@alexcorgi1](/creator/undefined) [@xpraxisx](/creator/undefined) [@brockollierd](/creator/undefined) [@mintzermiguel](/creator/undefined) [@bitfarms](/creator/undefined) [@cazenoveuk](/creator/undefined) [@allanbreports](/creator/undefined) [@realmikebarnes](/creator/undefined) [@parkolour](/creator/undefined) [@tapert2](/creator/undefined) [@fluffyalpaca](/creator/undefined) [@kingstorey111](/creator/undefined) [@ynnck991](/creator/undefined) [@getwittit97](/creator/undefined) [@thealucardofx](/creator/undefined)

**Top assets mentioned**
[Bitfarms Ltd. (BITF)](/topic/$bitf) [Stronghold Digital Mining, Inc. (SDIG)](/topic/$sdig) [Bitcoin (BTC)](/topic/bitcoin) [Canaan Inc. (CAN)](/topic/$can) [TeraWulf Inc. (WULF)](/topic/$wulf) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Newmont Corporation (NEM)](/topic/$nem) [Iris Energy Limited (IREN)](/topic/$iren) [Morgan Stanley (MS)](/topic/morgan-stanley) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [CLEANSPARK INC (CLSK)](/topic/$clsk) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Ethereum (ETH)](/topic/ethereum) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Applied Digital Corp. (APLD)](/topic/$apld)
### Top Social Posts
Top posts by engagements in the last [--] hours

""Dow drops [---] points S&P [---] sheds 1% as AI disruption fears spread" -- meanwhile shares of $KEEL (c/k/a $BITF) drift back down towards $2 in sympathy with the broader market selloff. Meanwhile emerging evidence suggests Moses Lake colocation deal announcement in late March"  
[X Link](https://x.com/StephenZeiner/status/2022009259014467962)  2026-02-12T18:05Z [---] followers, [----] engagements


"For extra context: listen to the Needham presentation that Keel made in mid-January. Particularly the Q&A part. This isn't a prediction just an observation. I've noticed a lot of trading volume for the May [--] $3.5 strike price calls currently around [--] cents a contract"  
[X Link](https://x.com/StephenZeiner/status/2022010142951432481)  2026-02-12T18:09Z [---] followers, [---] engagements


"Hey there farmers I know that times are gettin hard but someday well pay our bills with our bags of Bitfarms well have it good. Well have the life we knew we would. Hang in there. /re: $BITF @Bitfarms_io"  
[X Link](https://x.com/StephenZeiner/status/2019514745662165015)  2026-02-05T20:53Z [---] followers, [----] engagements


"Shares of $KEEL (c/k/a $BITF) have been trading in sympathy with the price of #Bitcoin. While volatility may be Satoshi's gift to the $BTC faithful it's also a gift to $KEEL shareholders. Keel is an HPC/AI infrastructure platform not a #BTC miner anymore. I'm turning the page"  
[X Link](https://x.com/anyuser/status/2019789876288180677)  2026-02-06T15:06Z [---] followers, [----] engagements


"Moses Lake. permits approved (great detective work @chinoalemano). with the likely outcome being a bespoke GPU-as-a-Service node that's wholly owned and operated by $KEEL (or) developed by $KEEL for use by a long term tenant. More news likely very very soon"  
[X Link](https://x.com/anyuser/status/2019798082251047158)  2026-02-06T15:39Z [---] followers, [----] engagements


"What better way to usher in the new era of Keel Infrastructure than by announcing a colocation deal for Moses Lake. New name. New revenue source. Suddenly $KEEL isn't just a theoretical idea but a real company with a real customer. a step towards a new beginning"  
[X Link](https://x.com/StephenZeiner/status/2022037205242495431)  2026-02-12T19:56Z [---] followers, [---] engagements


"I'm actively seeking opposing viewpoints to really stress test this but as I mentioned earlier the evidence appears to be mounting that $KEEL (c/k/a $BITF) may announce a colocation deal for Moses Lake in late March [----]. Here's the Needham webcast link: https://wsw.com/webcast/needham148/register.aspxconf=needham148&page=bitf&url=https://wsw.com/webcast/needham148/bitf/2239755 https://wsw.com/webcast/needham148/register.aspxconf=needham148&page=bitf&url=https://wsw.com/webcast/needham148/bitf/2239755"  
[X Link](https://x.com/StephenZeiner/status/2022035961732116916)  2026-02-12T19:51Z [---] followers, [----] engagements


""Brah. patience give it another [--] to [--] months." A deal at Moses Lake opens the door to infinite patience because then we see it's happening. If you listen to Jonathan's comments the company is keenly aware of shareholder sentiment and the need to strike a reasonable balance between optimizing for maximum revenue and something "good enough" to get the ball rolling. https://twitter.com/i/web/status/2022038630265749788 https://twitter.com/i/web/status/2022038630265749788"  
[X Link](https://x.com/StephenZeiner/status/2022038630265749788)  2026-02-12T20:02Z [---] followers, [---] engagements


"2/ "Preliminary revenue comprised $13.8 million from cryptocurrency self-mining $3.1 million from cryptocurrency hosting $0.7 million from the sale of energy and $0.6 million from capacity sales." $13.8mm from self-mining $3.1mm from hosting = $16.9mm in mining revenue"  
[X Link](https://x.com/StephenZeiner/status/1687121588049616897)  2023-08-03T15:21Z [---] followers, [---] engagements


"3/ The two numbers that I use to determine $SDIG mining revenue are: (a) BTCMW (estimated by me to have averaged $79.98 during Q2 2023) and (b) the number of megawatts devoted to mining operations (estimated by me to have been 95mw-125mw during Q2 2023)"  
[X Link](https://x.com/StephenZeiner/status/1687123501335851008)  2023-08-03T15:29Z [---] followers, [---] engagements


"4/ In my admittedly tedious 40+ minute $SDIG update yesterday I computed estimated mining revenue of $17.6mm -- compared to the $16.9mm that we're preliminarily reporting for Q2 [----]. That's a roughly 4% difference largely due to my juicing transaction fees by 5% for too long"  
[X Link](https://x.com/StephenZeiner/status/1687125100334583808)  2023-08-03T15:35Z [---] followers, [---] engagements


"9/ We really *do* appear to have curtailed power plant electricity output to more closely match our data center needs (thereby not having excess power to sell to the grid) and/or we *imported* a portion of our data center electricity needs from the grid while in low power mode"  
[X Link](https://x.com/StephenZeiner/status/1687131136986595329)  2023-08-03T15:59Z [---] followers, [---] engagements


"10/ I've come to realize. wow $SDIG actually *beat* my Q2 [----] expectations. I assumed we probably sold lots of electricity into a moribund grid market during Q2 [----]. But no we really seem to have optimized the use of our power plants and selectively imported electricity"  
[X Link](https://x.com/StephenZeiner/status/1687134394505469952)  2023-08-03T16:12Z [---] followers, [---] engagements


"11/ In conclusion the preliminary $18.2 million in healthy lean hyper-optimized non-bloated revenue that $SDIG revealed today is *way* better than my $20.9 million in revenue that assumed we were haplessly selling into a deflated grid. Seriously /end"  
[X Link](https://x.com/StephenZeiner/status/1687136302301421575)  2023-08-03T16:20Z [---] followers, [---] engagements


"@brianheg 1/ Great questions. The numbers are all still settling in and it's important we all remember these are preliminary figures. BTC mining revenue: I accidentally inflated BTCMW for too long by 5% absent that my projection was almost exactly what $SDIG delivered re: mining rev"  
[X Link](https://x.com/StephenZeiner/status/1687140948516511756)  2023-08-03T16:38Z [---] followers, [---] engagements


"$SDIG #Bitcoin mining revenue (Q1 [----] vs Q2 2023). Q1 2023: Self-mining: $11.2 million Hosting: $2.3 million Total revenue: $13.5 million Q2 2023: Self-mining: $13.8 million Hosting: $3.1 million Total revenue: $16.9 million 25% *increase* in $BTC mining revenue https://twitter.com/i/web/status/1687158161206087680 https://twitter.com/i/web/status/1687158161206087680"  
[X Link](https://x.com/StephenZeiner/status/1687158161206087680)  2023-08-03T17:47Z [---] followers, [---] engagements


"The REAL reason $18.2 million is *better* than $20.9 million (re: Stronghold Digital Mining) This is essentially a video summary of the thread I shared earlier today wherein we talked about today's news release. = /re: $SDIG /cc: @Stronghold_DM https://youtu.be/juxD8-S5yU4 https://youtu.be/juxD8-S5yU4"  
[X Link](https://x.com/StephenZeiner/status/1687189287576436737)  2023-08-03T19:50Z [---] followers, [---] engagements


"@JaMarc0 @brianheg More broadly speaking I'm not sure $SDIG will ultimately place the 25mw of end-to-end data center capacity at what I'm 99.999% certain is the so-called "third plant." But if it did that would be amazing. 😀"  
[X Link](https://x.com/StephenZeiner/status/1687193775439785984)  2023-08-03T20:08Z [---] followers, [---] engagements


"This is a Stronghold Digital Mining video I was reluctant to create but I wanna be honest with you. (Our journey together is uncertain and challenging but if you can't trust me our relationship will become unhealthy.) = /re: $SDIG /cc: @Stronghold_DM https://youtu.be/WR9SOfDjc0o https://youtu.be/WR9SOfDjc0o https://youtu.be/WR9SOfDjc0o https://youtu.be/WR9SOfDjc0o"  
[X Link](https://x.com/StephenZeiner/status/1687292919303086080)  2023-08-04T02:42Z [---] followers, [---] engagements


"Stronghold Digital Mining moves closer to filling up its #Bitcoin mining data centers ⚡ (There's a LOT of extremely positive news to talk about let's end the week on a high note. We're all on the same team) = /re: $SDIG /cc: @Stronghold_DM https://youtu.be/ry1rJoNwNKg https://youtu.be/ry1rJoNwNKg https://youtu.be/ry1rJoNwNKg https://youtu.be/ry1rJoNwNKg"  
[X Link](https://x.com/StephenZeiner/status/1687562482133479424)  2023-08-04T20:33Z [---] followers, [---] engagements


"Hi @cazenove_uk - thank you for sharing this insightful data regarding #Bitcoin miner $SDIG among others. Im optimistic that @Stronghold_DM is slowly but surely emerging from obscurity and will one day not be so dramatically undervalued. Thanks again 😀 Here is an interesting valuation metric for the #BTC Miners. Enterprise Value (EV) = MCAP + Debt - Cash and Cash Equivalents (including #BTC Hodl) and then divide by the amount of installed hash rate to provide a Value by PH/s. $SDIG came out with the lowest EV per PH/s at https://t.co/jeqtCCqTAF Here is an interesting valuation metric for the"  
[X Link](https://x.com/StephenZeiner/status/1687572188931436544)  2023-08-04T21:12Z [---] followers, [---] engagements


"FACT or FICTION: does Stronghold Digital Mining have ASTRONOMICAL administrative expenses Please review my analysis and math. Far from being astronomical our G&A expenses appear to be among the lowest in the industry = /re: $SDIG /cc: @Stronghold_DM https://youtu.be/pp4ThZ1RPsc https://youtu.be/pp4ThZ1RPsc https://youtu.be/pp4ThZ1RPsc https://youtu.be/pp4ThZ1RPsc"  
[X Link](https://x.com/StephenZeiner/status/1688638643978506240)  2023-08-07T19:50Z [---] followers, [---] engagements


"1/ Ill be making some adjustments to my unofficial homemade @Stronghold_DM / $SDIG dashboard today to reflect the #Bitcoin halving. Unless we see the #BTC network hashrate drop drastically or witness a sudden skyrocket in $BTC price hash prices are gonna be sub-5 cents 🧵👇"  
[X Link](https://x.com/StephenZeiner/status/1781277528000258449)  2024-04-19T11:03Z [---] followers, [---] engagements


"Stronghold Digital Mining (@Stronghold_DM / $SDIG) and the wild ride towards its ultimate destiny. (Special thanks to @ostermayer sorry for accidentally mispronouncing your name in the broadcast for the insightful prediction re: $ARLP & $SDIG). 😀"  
[X Link](https://x.com/StephenZeiner/status/1805705293839397181)  2024-06-25T20:51Z [---] followers, [----] engagements


"Bitfarms January [----] production update T21 miner issues HPC/AI push and #Bitcoin volatility. This is a minority perspective but I'm really happy to see $BITF making an effort to be more than just another plug-and-play $BTC miner. = /re: $SDIG $BITF https://youtu.be/D6y-Mc48nXM https://youtu.be/D6y-Mc48nXM"  
[X Link](https://x.com/StephenZeiner/status/1886898893767471324)  2025-02-04T22:05Z [---] followers, [----] engagements


"@DavidAn95107827 Hi David I'd venture a highly educated guess that more than 51% of $BITF shareholders would be open minded to a $5.50-$6.50/share premium offered by $RIOT. That said if I recall correctly the "peace treaty" doesn't expire until mid-2026. By then the premium might be higher"  
[X Link](https://x.com/StephenZeiner/status/1887181049953738974)  2025-02-05T16:46Z [---] followers, [----] engagements


"I was just trying to find the most up-to-date number of $BITF shares outstanding: "The percentage of Bitfarms common shares beneficially owned is based on [---------] Bitfarms common shares outstanding as of December [--] 2024." (Source: around page 130). https://www.sec.gov/Archives/edgar/data/1812477/000121390024110699/ea0216025-02.htm https://www.sec.gov/Archives/edgar/data/1812477/000121390024110699/ea0216025-02.htm https://www.sec.gov/Archives/edgar/data/1812477/000121390024110699/ea0216025-02.htm https://www.sec.gov/Archives/edgar/data/1812477/000121390024110699/ea0216025-02.htm"  
[X Link](https://x.com/StephenZeiner/status/1888404203984551943)  2025-02-09T01:47Z [---] followers, [---] engagements


"@allanbreports @real_MikeBarnes Hi I'm relatively new to "truly" understanding what makes a gold mining company "well run" versus not being well run. It seems like ultra low AISC's represent 80% of what determines if a company like $NEM is well run with 20% representing things like meeting production goals"  
[X Link](https://x.com/StephenZeiner/status/1889000355486146577)  2025-02-10T17:15Z [---] followers, [---] engagements


"@allanbreports @real_MikeBarnes I'm asking mainly because that seems to be the #1 issue the market has with $NEM -- persistently "high" AISC's compared to for example $AEM. And perhaps to an extent $NEM having relatively "flat" production guidance and having mine uptime issues that diminish production"  
[X Link](https://x.com/StephenZeiner/status/1889000791802798447)  2025-02-10T17:17Z [---] followers, [--] engagements


"Practical advice for coping with CATASTROPHIC losses in your #Bitcoin mining stock portfolio. ☹ This is NOT the type of broadcast I want to publish but it's tough out there. You're not alone. Let's talk. = /re: $BITF $SDIG $CLSK $IREN $MARA $WULF $RIOT https://youtu.be/CA4msNrMzI0 https://youtu.be/CA4msNrMzI0 https://youtu.be/CA4msNrMzI0 https://youtu.be/CA4msNrMzI0"  
[X Link](https://x.com/StephenZeiner/status/1894861769539002819)  2025-02-26T21:27Z [---] followers, [---] engagements


"@brianheg Hi When I saw that $WULF had postponed their earnings call it reminded me of the time $SDIG did the same thing. Theres either some really bad news thats in the works or some really good news. I took an educated guess that $WULF was gonna surprise us in a good way. They did"  
[X Link](https://x.com/StephenZeiner/status/1956039175343399267)  2025-08-14T17:04Z [---] followers, [---] engagements


"@BrockOllie_RD @Bitfarms_io Hi Brock Wow That's amazingly awesome news I didn't realize you were an $SDIG "OG" as they'd say. from the days of the IPO Let's see if we can push shares of $BITF into orbit. $3 maybe $5 a share :-)"  
[X Link](https://x.com/StephenZeiner/status/1965817907046477876)  2025-09-10T16:41Z [---] followers, [---] engagements


"Has the data center market evolved in such a way that potential HPC/AI data center customers are willing to overlook the mine-waste-to-energy plant at Panther Creek and the relatively higher carbon intensity of the PJM-PPL zone of the grid I'm optimistic the answer is yes but"  
[X Link](https://x.com/StephenZeiner/status/1967657827134239138)  2025-09-15T18:32Z [---] followers, [---] engagements


"Power Magazine described the $BITF acquisition of $SDIG with a headline that reads: "Canada Bitcoin Miner Acquiring Two Pennsylvania Coal Plants" -- eh "waste coal" plants I suppose is more accurate These aren't traditional "thermal coal" plants. https://www.powermag.com/canada-bitcoin-miner-acquiring-two-pennsylvania-coal-plants/ https://www.powermag.com/canada-bitcoin-miner-acquiring-two-pennsylvania-coal-plants/"  
[X Link](https://x.com/StephenZeiner/status/1967658499875475522)  2025-09-15T18:35Z [---] followers, [---] engagements


"In closing do potential HPC/AI data center partners understand that Do they want to understand that I hope so But with the *obsession* that exists with "clean energy" - I wouldn't recommend gambling everything on the HPC/AI crowd understanding it. /end"  
[X Link](https://x.com/StephenZeiner/status/1967664654853013660)  2025-09-15T18:59Z [---] followers, [---] engagements


"@Bitfarms_io / $BITF has the kind of transformational leader that is deeply analytical and process driven while at the same time hilariously affable and engaging. Thank you @hashoveride for your continued stewardship of the $SDIG assets and for leading us into the future. 🚀 😀 Got sent this meme from Stocktwits. I agree. Let me cook. $BITF https://t.co/NBwjG00ixc Got sent this meme from Stocktwits. I agree. Let me cook. $BITF https://t.co/NBwjG00ixc"  
[X Link](https://x.com/StephenZeiner/status/1975292211618287618)  2025-10-06T20:08Z [---] followers, [----] engagements


"There's a reasonable chance $CAN will release its September update tomorrow. Early next week at the latest. Earnings scheduled for mid November. This could be a $2+ stock sooner rather than later. I'm ultra bullish on #Bitcoin and love that $CAN is a #Bitcoin focused enterprise"  
[X Link](https://x.com/StephenZeiner/status/1976363678388900103)  2025-10-09T19:06Z [---] followers, [----] engagements


"Hey Farmers 🧑🌾 Imagine a reality in which $BITF has a [--] billion dollar market cap. and uses its shares as currency to roll up vast swaths of the industry. leading to synergistic combinations that propel the company's value even higher. "Bro u high" Nah. Just dreamin' big"  
[X Link](https://x.com/StephenZeiner/status/1976493338967552087)  2025-10-10T03:41Z [---] followers, [----] engagements


"1/ @canaanio / $CAN just posted their September [----] business update and there's something in there that's shocking In addition to new record high [----] #Bitcoin on the balance sheet now there's [----] #Ethereum there as well (nearly $126 million value) https://investor.canaan-creative.com/news-releases/news-release-details/canaan-inc-provides-september-2025-bitcoin-production-and-mining https://investor.canaan-creative.com/news-releases/news-release-details/canaan-inc-provides-september-2025-bitcoin-production-and-mining"  
[X Link](https://x.com/StephenZeiner/status/1976640510145216973)  2025-10-10T13:26Z [---] followers, 21.2K engagements


"@canaan / $CAN announces a pilot project to convert flared natural gas in Canada into low-cost power. They're deploying [---] Avalon A15 Pro #Bitcoin mining machines that will mine $BTC at ultra low costs 😀 There's MORE checkout the entire news release: https://investor.canaan-creative.com/news-releases/news-release-details/canaan-inc-launches-innovative-gas-computing-pilot-canada-energy https://investor.canaan-creative.com/news-releases/news-release-details/canaan-inc-launches-innovative-gas-computing-pilot-canada-energy"  
[X Link](https://x.com/StephenZeiner/status/1977729960707084581)  2025-10-13T13:35Z [---] followers, [----] engagements


"Bitfarms is up over 500% in the past [--] months and the stock keeps rising and rising and rising. I'm truly enjoying the journey and I hope you are too 🙂 Does the rally ever end "Never" many say. But always be prepared 🪂 BROADCAST: = /re: $BITF https://youtu.be/nVPviMbRoyU https://youtu.be/nVPviMbRoyU https://youtu.be/nVPviMbRoyU https://youtu.be/nVPviMbRoyU"  
[X Link](https://x.com/StephenZeiner/status/1977917903690191141)  2025-10-14T02:02Z [---] followers, [----] engagements


"In response to a question about when I *might* lighten up on $CAN I replied back on September [--] that $1.64 would be a potential trigger point. That would represent a 100% return. "Brah WTF it's gonna be up 1000% soon" And I hope it is 🙂 Just saw $CAN at $1.67 amazing. @parkolour 1/ Hi At 7:42am this morning I was journaling about $CAN and its fundamentals. I do this a lot - organizing my thoughts in writing. Towards the end I articulated my thinking regarding *potential* triggers for an exit. My handwriting isn't the best hopefully you can read it 🙂 https://t.co/gPT0CMwSEF @parkolour 1/ Hi"  
[X Link](https://x.com/StephenZeiner/status/1978122482356732364)  2025-10-14T15:35Z [---] followers, [----] engagements


"I'm starting to get hyperactively excited about what's going on with Bitfarms and Canaan 🚀 I keep forcing myself to be sober minded and skeptical but f--k it today the excitement just burst out. 😀 Wow this is f'ing amazing BROADCAST: /re: $BITF $CAN https://youtu.be/HlNgIpzngnU https://youtu.be/HlNgIpzngnU"  
[X Link](https://x.com/StephenZeiner/status/1978570022185246869)  2025-10-15T21:13Z [---] followers, [----] engagements


"$BITF Energy Pipelines: PA: 1GW WA: 18MW QC: 170MW If valued at $8.50 per watt the $BITF energy pipeline is worth slightly over $10 billion. Not entirely sure if the $8.50 per watt assumes functional HPC/AI data centers that are already operational and fully leased out. Morgan Stanley: "We continue to believe that Bitcoin sites offer AI players the fastest time to power with the lowest execution risk and believe this will increasingly be valued/recognized." MS analysts raise their "per watt" value creation estimates after meeting mgmt teams. https://t.co/m7X08FfWN7 Morgan Stanley: "We"  
[X Link](https://x.com/StephenZeiner/status/1978633641124069878)  2025-10-16T01:26Z [---] followers, 12.1K engagements


"If the $8.50 per watt cited in the Morgan Stanley screenshot shared by @matthew_sigel is based purely on "energy pipelines" and no actual (operational) HPC/AI data centers that have paying customers then $BITF should hire Morgan Stanley to find a buyer for the $BITF energy pipeline that Morgan Stanley appears to be valuing at around $10 billion. Immediate shareholder value 😀"  
[X Link](https://x.com/StephenZeiner/status/1978634994026217816)  2025-10-16T01:31Z [---] followers, [---] engagements


"1/ $BITF Notes to myself: ☑ The potential exists for [--------] $BITF shares to hit the market in the future (145.6876 common shares per $1k of $500mm) ☑ As of July [--] [----] there were [---------] $BITF shares outstanding. ☑ Did $BITF buy back [--------] of its own stock"  
[X Link](https://x.com/StephenZeiner/status/1979119182353510580)  2025-10-17T09:35Z [---] followers, [----] engagements


"2/ Did $BITF buy back nearly [--] million of its own shares FOR UNDER $1 (or near there) as seemingly promised in the 7/22 news release (Source: https://www.globenewswire.com/news-release/2025/07/22/3119289/0/en/Bitfarms-Announces-Corporate-Share-Buyback-Program.html https://www.globenewswire.com/news-release/2025/07/22/3119289/0/en/Bitfarms-Announces-Corporate-Share-Buyback-Program.html"  
[X Link](https://x.com/StephenZeiner/status/1979120342607049026)  2025-10-17T09:40Z [---] followers, [---] engagements


"3/ If $BITF bought back all [--------] shares of its own stock for UNDER $1 or near there (did they) *then* $BITF shareholders should extend some grace and latitude to @hashoveride and the $BITF team regarding the recently upsized $500 convertible notes offering. HOWEVER"  
[X Link](https://x.com/StephenZeiner/status/1979122187198939334)  2025-10-17T09:47Z [---] followers, [----] engagements


"@Tapert2 @hashoveride 1/ Yes 😃 Thats why its such a HUGELY relevant and timely question. Theres NO meaningful dilution *if* $BITF followed through with the intent and spirit of the 7/22 news release and bought back nearly [--] MILLION $BITF shares for around $1 or less If that never happened"  
[X Link](https://x.com/StephenZeiner/status/1979201132590252042)  2025-10-17T15:01Z [---] followers, [---] engagements


"@Tapert2 @hashoveride 2/ then its going to lead to a lot of confusion and frustration. Im convinced $BITF shareholders will be FAR more understanding of the $500 convertible note *IF* $BITF followed through an bought back the nearly [--] million shares mentioned in the 7/22 news release. //end"  
[X Link](https://x.com/StephenZeiner/status/1979202287533793306)  2025-10-17T15:06Z [---] followers, [---] engagements


"I don't follow $IREN or $CIFR so I want to tread carefully. If those companies sold convertible notes *and* announced deals with paying customers then I get why @AshFelicitous would rationally conclude that $BITF needs to announce a paying customer. But what if there isn't one @hashoveride IREN CIFR and other release the contract news after convertible closure. so our turm now. @hashoveride IREN CIFR and other release the contract news after convertible closure. so our turm now"  
[X Link](https://x.com/StephenZeiner/status/1981043943258173572)  2025-10-22T17:04Z [---] followers, [----] engagements


"@MintzerMiguel @AshFelicitous 1/ You mention: "collecting 588M from the market" -- I sometimes wonder if shares of $BITF would be at $10+ if the $588M would have been collected from a paying customer instead Maybe there is no paying customer anywhere in sight That would kinda suck. But the good news"  
[X Link](https://x.com/StephenZeiner/status/1981047620635074838)  2025-10-22T17:18Z [---] followers, [---] engagements


"@fluffy__alpaca @AshFelicitous 1/ I'm open minded to the idea that $BITF has perhaps received dozens of urgent requests for meetings from prospective customers. I'm less open minded to the possibility that billions in HPC/AI contract value has been dangled in front of $BITF and that they've turned it down"  
[X Link](https://x.com/StephenZeiner/status/1981053442790449276)  2025-10-22T17:42Z [---] followers, [---] engagements


"@fluffy__alpaca @AshFelicitous 2/.with the $BITF position basically being thank you for your interest and for these company-altering contract proposals but we're committed to a methodical 3+ year HPC/AI pivot that requires us to follow a specific process that excludes customer acquisition at this time"  
[X Link](https://x.com/StephenZeiner/status/1981054039673434480)  2025-10-22T17:44Z [---] followers, [---] engagements


"Thanks for sharing this. I wonder if the $5+ billion dollar deal $APLD announced today fits into what $BITF might contemplate as being a "best deal" scenario. I'd be delighted with a "mediocre deal" because at least there's a paying customer locked in and a source of actual HPC/AI data center revenue. It has got to be an amazing sight to behold if $BITF is actively turning away potential customers because of a sincerely held belief that dramatically better deals will emerge in the future. Who knows maybe the customer who ultimately signed a deal with $APLD first approached $BITF only to be"  
[X Link](https://x.com/StephenZeiner/status/1981160206991036652)  2025-10-23T00:46Z [---] followers, [----] engagements


"Deals here deals there deals everywhere. is Bitfarms *really* next ("Brah patience.") Yes I agree patience I'm just really curious what if anything is preventing Bitfarms from scoring a customer. Milestone payment structure = /re: $BITF https://youtu.be/bAswuDSDYcE https://youtu.be/bAswuDSDYcE https://youtu.be/bAswuDSDYcE https://youtu.be/bAswuDSDYcE"  
[X Link](https://x.com/StephenZeiner/status/1985463908782461201)  2025-11-03T21:47Z [---] followers, [----] engagements


"@AlexCorgi1 Hi I'm glad you mentioned $CAN - this was what I wrote back in mid-October regarding my exit points: I kinda assumed it would show up for anyone who follows me on X. I lightened up as it skyrocketed. What's your average $CAN price https://x.com/StephenZeiner/status/1978122482356732364 In response to a question about when I *might* lighten up on $CAN I replied back on September [--] that $1.64 would be a potential trigger point. That would represent a 100% return. "Brah WTF it's gonna be up 1000% soon" And I hope it is 🙂 Just saw $CAN at $1.67 amazing."  
[X Link](https://x.com/StephenZeiner/status/1985511310960763055)  2025-11-04T00:56Z [---] followers, [---] engagements


"@Ralphixxx Hi Ralph I lightened up as it skyrocketed. Here's a post I made back in mid-October about this What's your average $CAN price I strongly suspect shares will prosper alongside $BTC assuming we're not heading for a new crypto winter. https://x.com/StephenZeiner/status/1978122482356732364 In response to a question about when I *might* lighten up on $CAN I replied back on September [--] that $1.64 would be a potential trigger point. That would represent a 100% return. "Brah WTF it's gonna be up 1000% soon" And I hope it is 🙂 Just saw $CAN at $1.67 amazing."  
[X Link](https://x.com/StephenZeiner/status/1985512059539206509)  2025-11-04T00:58Z [---] followers, [---] engagements


"Alright. They report earnings on November [--]. The odds of truly "bad" news being reported are in my opinion minimal. The *real* challenge is $BTC. we are coming to what has kinda traditionally been the end of the "bull cycle" for the price of #BTC. Shares of $CAN are likely to trade down in sympathy with deteriorating #Bitcoin mining economics. Thing is what if $BTC breaks the [--] year cycle and starts to move back up in price- particularly if the US Fed keeps dropping rates or even potentially starts another round of quantitative easing to help support what might be a dramatically deteriorated"  
[X Link](https://x.com/StephenZeiner/status/1985515382199718189)  2025-11-04T01:12Z [---] followers, [---] engagements


"@AlexCorgi1 Alright. Thanks for sharing this. I'll cover $CAN again extremely soon. Are you also in $BITF by chance I think you might be but am not 100% sure"  
[X Link](https://x.com/StephenZeiner/status/1985526972345434407)  2025-11-04T01:58Z [---] followers, [---] engagements


"I've wondered if $BITF has actually turned away potentially customers because of a sincerely held belief that an even better deal is [--] [--] [--] or even 12+ months away. The strategy *can* plausibly work. and I applaud the principled approach to potentially turning customers away. But can you imagine how much rumination and regret might unfold in the minds of those making these decisions if there's ultimately no "better" deal down the road and literally BILLIONS of dollars of extremely useful customer revenue were rejected along the way Besides sites like Scrubgrass are years away from development."  
[X Link](https://x.com/StephenZeiner/status/1985527628187513026)  2025-11-04T02:00Z [---] followers, [---] engagements


"The Night Before Bitfarms Makes An Announcement = To be or not to be. may the force be with the entire @Bitfarms_io team especially @hashoveride So much hangs in the balance. Let's f'ing do this 😀💰⚡ /re: $BITF https://youtu.be/Pk_Gm5fxd_M https://youtu.be/Pk_Gm5fxd_M"  
[X Link](https://x.com/StephenZeiner/status/1988724763968278529)  2025-11-12T21:45Z [---] followers, [----] engagements


"Bitfarms Announces Plans for Conversion of Washington Site to HPC/AI Workloads $BITF https://www.globenewswire.com/news-release/2025/11/13/3187121/0/en/Bitfarms-Announces-Plans-for-Conversion-of-Washington-Site-to-HPC-AI-Workloads.html https://www.globenewswire.com/news-release/2025/11/13/3187121/0/en/Bitfarms-Announces-Plans-for-Conversion-of-Washington-Site-to-HPC-AI-Workloads.html"  
[X Link](https://x.com/StephenZeiner/status/1988938207493517367)  2025-11-13T11:53Z [---] followers, [----] engagements


"The companys [--] MW Bitcoin mining facility in Washington State will be the first site fully converted to support HPC/AI workloads with up to 190KW per rack and advanced liquid cooling. $BITF has signed a fully funded binding agreement of US$ [---] million with a large publicly traded American multinational provider of critical infrastructure and services for data centers. Under the terms of the agreement the partner will supply all critical IT equipment and building materials for [--] MW of gross capacity with an anticipated industry leading PuE between [---] and [---]. The site is targeted for"  
[X Link](https://x.com/StephenZeiner/status/1988939423120052591)  2025-11-13T11:58Z [---] followers, [----] engagements


"Hi Towards the very end of the $BITF call we got some context as to why $BITF is actively turning away customers - or at least not attempting to move inbounds and interest into signed contracts. It appears to come down to the question of whether or not accepting and locking in $140-$150 per kw *today* is the right move compared to what $BITF believes would be closer to $180 per kw if a deal were struck sometime in the future"  
[X Link](https://x.com/StephenZeiner/status/1988978934537408691)  2025-11-13T14:35Z [---] followers, 10.4K engagements


"@stonkguy69420 Also I definitely think that the ghost of the SDIG carbon capture project still haunts me to some degree. Maybe also a so-called poverty mentality that prioritizes getting paid today in real money versus the promise of future potential money that may never materialize"  
[X Link](https://x.com/StephenZeiner/status/1988981694482022875)  2025-11-13T14:46Z [---] followers, [----] engagements


"Bitfarms: $2.60 (-17.98%) = Today was a very challenging day. It might not seem like it sometimes but I really *am* zealously supportive of @hashoveride and his leadership of $BITF - I think it's useful to repeat this on a day like today. /re: $BITF https://youtu.be/t_981z-YnNM https://youtu.be/t_981z-YnNM"  
[X Link](https://x.com/StephenZeiner/status/1989096355453956188)  2025-11-13T22:21Z [---] followers, [----] engagements


"Excellent comments @brianheg. I was just digging into some of the source materials buried in the footnotes of today's $BITF investor presentation and discovered this: "The pricing premium for large occupiers requiring [--] to [--] MW of continuous capacity remains a significant challenge. Consequently we expect a sustained rental rate premium for these large-scale requirements outpacing the pricing growth for smaller-scale data center needs." Source: (Published September [----] so it's relatively recent.) Washington fits right in the middle of the [--] to [--] MW range cited. The report classifies this"  
[X Link](https://x.com/StephenZeiner/status/1989151673671958759)  2025-11-14T02:01Z [---] followers, [----] engagements


"@Sherifkamaly @Kingstorey111 @hashoveride And lest we forget "cheap shares" may not go unnoticed by energy hungry entities that may want to absorb 100% of the $BITF energy infrastructure portfolio. It wasn't long ago that $RIOT was on the verge of devouring $BITF - "cheap shares" might attract new/better buyout offers"  
[X Link](https://x.com/StephenZeiner/status/1989164011242541472)  2025-11-14T02:50Z [---] followers, [---] engagements


"@McnallieM and @cazenove_uk dropped an amazingly insightful interview with @hashoveride of $BITF that merits everybody's full attention: It's rare to get to hear what's inside the email inbox of a CEO of a publicly traded company. It almost feels like we're getting what can "feel" like material non-public information but now it's out in the open: 16:20 - "if we wanted to go out there and sign one of the leases which is in my inbox today we could get $140 kilowatt per month. Thats what we could lock in today." 1:01:03 - "we have multiple offers in my inbox today for infrastructure that we have"  
[X Link](https://x.com/StephenZeiner/status/1989534367517933958)  2025-11-15T03:22Z [---] followers, [----] engagements


"@heedoyoon @Bitfarms_io @hashoveride Yes very true. Just knowing there are actual offers sitting in Ben's inbox is extremely actionable information. My fear was that there might not be any real interest out there. Not so 😀Now I understand why $BITF has such high conviction in its strategy"  
[X Link](https://x.com/StephenZeiner/status/1991980461636386904)  2025-11-21T21:22Z [---] followers, [---] engagements


"@ynnck991 @Bitfarms_io @hashoveride Awesome We were given a gift. Ben provided us with unprecedented (dare I say shocking) details regarding the contents of his email inbox. It "feels" like material non-public information. something we shouldn't even know about. The "efficient market" hasn't caught on yet"  
[X Link](https://x.com/StephenZeiner/status/1991984065084600522)  2025-11-21T21:36Z [---] followers, [----] engagements


"@TylerTX12 @AlexCorgi1 @BitFarms Hi In response to whether or not I had an exit price I posted this (see below) on September [--] [----]. I was extremely transparent about my exit prices and happily achieved a meaningful return I'm always saddened when anyone gets trapped in a trade: https://x.com/StephenZeiner/status/1970931170872578532 @parkolour 1/ Hi At 7:42am this morning I was journaling about $CAN and its fundamentals. I do this a lot - organizing my thoughts in writing. Towards the end I articulated my thinking regarding *potential* triggers for an exit. My handwriting isn't the best"  
[X Link](https://x.com/StephenZeiner/status/1999575147204751640)  2025-12-12T20:20Z [---] followers, [---] engagements


"@GetWITTit97 @BitFarms @TheKamaHsutra There is no press release that contains the previous slide to the best of my knowledge. And yes according to the Q3'25 IP Panther Creek is scheduled to break ground in Q4'25. This slide (see below) suggests "construction" starting in. early/mid [----] 🫠"  
[X Link](https://x.com/StephenZeiner/status/1999576610232545684)  2025-12-12T20:26Z [---] followers, [---] engagements


"@TheAlucardofX @Bitfarms_io Hi The Q3 [----] IP mentioning "breaking ground" in Q4 [----] was published on November [--] [----]. Are you saying there was a news release or filing wherein $BITF indicated that "breaking ground" was delayed indefinitely pending Vera Rubin infra requirements being shared by NVIDIA"  
[X Link](https://x.com/StephenZeiner/status/2001031142821277884)  2025-12-16T20:46Z [---] followers, [----] engagements


"@BrockOllie_RD @Bitfarms_io Hi @BrockOllie_RD - if its any consolation I *do* legitimately eat broccoli on a regular basis. 🥦 😄"  
[X Link](https://x.com/StephenZeiner/status/2001419910740656462)  2025-12-17T22:31Z [---] followers, [---] engagements


"@RYANO379666 @Bitfarms_io As of December [--] [----] it doesn't appear as though anything significant has happened regarding the foliage in the zone where the proposed $BITF Panther Creek data center is going to be built. I'll probably be in the neighborhood again next week"  
[X Link](https://x.com/StephenZeiner/status/2007118395528163688)  2026-01-02T15:54Z [---] followers, [---] engagements


"I've been refining a method of using satellite images to track activity. The easier approach is for $BITF to routinely (as in every couple of weeks maybe once a month) share photos taken on-site. I'm convinced that seeing a picture of the construction team coordinating actual construction work with the general contractor will spark meaningful excitement. To their credit $WULF has shared photos of what's going on at Lake Mariner. Great job looking all this up 😀 https://twitter.com/i/web/status/2010719016210346094 https://twitter.com/i/web/status/2010719016210346094"  
[X Link](https://x.com/StephenZeiner/status/2010719016210346094)  2026-01-12T14:22Z [---] followers, [---] engagements


"@xPraxisX The system isn't allowing me to message you either. My DM's are definitely open. Hope you're having a great day :-)"  
[X Link](https://x.com/StephenZeiner/status/2011150888774353248)  2026-01-13T18:58Z [---] followers, [--] engagements


"@brianheg I also like seeing what's going on in $WULF land and the NYISO is definitely feeling it too. Not sure if $GREE sells into the NYISO but if so they've potentially got some windfall profits heading their way"  
[X Link](https://x.com/StephenZeiner/status/2015180577264001028)  2026-01-24T21:51Z [---] followers, [---] engagements


"Bitfarms acquisition of Stronghold Digital Mining is on track and $BITF February [----] KPI's released = /re: $SDIG $BITF https://youtu.be/-oVAKPka9uE https://youtu.be/-oVAKPka9uE"  
[X Link](https://x.com/StephenZeiner/status/1896658665786196307)  2025-03-03T20:27Z [---] followers, [----] engagements


"Hi 👋 Im out on a field trip in the vicinity of what *may* become the @Bitfarms_io / $BITF Panther Creek HPC/AI data center"  
[X Link](https://x.com/StephenZeiner/status/1958226128176652436)  2025-08-20T17:54Z [---] followers, [----] engagements


"@BrockOllie_RD @negligible_cap Hi At a bare minimum $BITF could presumably use at least 50MW of electricity being generated by Panther Creek to power *something* HPC/AI related - but it'll come at the expense of powering BTC mining. Not sure if new electrical generation capacity at PC is realistic"  
[X Link](https://x.com/StephenZeiner/status/2015181345874436324)  2026-01-24T21:54Z [---] followers, [---] engagements


"The end of the Stronghold Digital Mining daily update and the start of something new. it's probably time to expand the topical range of this channel. I'll always be a StrongHODLer at heart. Always. 🥲♥ = /re: $SDIG #Bitcoin /cc: @Stronghold_DM https://twitter.com/i/web/status/1856078257403138339 https://youtu.be/kLqQYKgD9SE https://twitter.com/i/web/status/1856078257403138339 https://youtu.be/kLqQYKgD9SE"  
[X Link](https://x.com/StephenZeiner/status/1856078257403138339)  2024-11-11T20:55Z [---] followers, [---] engagements


"Bitfarms moving [-----] #Bitcoin miners into position at Stronghold Digital Mining. = /re: $SDIG $BITF /cc: @Stronghold_DM https://www.youtube.com/watchv=NI15eX7V5k8 https://www.youtube.com/watchv=NI15eX7V5k8"  
[X Link](https://x.com/StephenZeiner/status/1856797088652431803)  2024-11-13T20:31Z [---] followers, [---] engagements


"Responding to comments. and going on a wild Stronghold Digital Mining rant that reveals the truth. = /re: $BITF $SDIG (Get me talking about $SDIG and it's as if I become possessed by an energy and enthusiasm that can just seem so irrational lol.) 😃 https://youtu.be/i_A88ZZk_uY https://youtu.be/i_A88ZZk_uY"  
[X Link](https://x.com/StephenZeiner/status/1885088951142126016)  2025-01-30T22:13Z [---] followers, [---] engagements


"It's not lost upon me that four years ago today Stronghold Digital Mining was incorporated in the nearby state of Delaware. As of a couple days ago $SDIG no longer trades as an independent company and is officially part of Bitfarms. But. is $BITF still a #Bitcoin miner https://twitter.com/i/web/status/1902539788978135274 https://twitter.com/i/web/status/1902539788978135274"  
[X Link](https://x.com/StephenZeiner/status/1902539788978135274)  2025-03-20T01:56Z [---] followers, [----] engagements


"One year ago today @Bitfarms_io / $BITF announced its proposed acquisition of @Stronghold_DM / $SDIG a year later and Panther Creek is the centerpiece of a transformative pivot by $BITF into HPC/AI data centers that has the potential to *radically* reshape shareholder value"  
[X Link](https://x.com/StephenZeiner/status/1958522570203869379)  2025-08-21T13:32Z [---] followers, [---] engagements


"Thank you for your leadership thank you for your commitment thank you for persevering amidst an ocean of skepticism and doubt. Thanks for seeing value in Stronghold Digital Mining where others saw none and thank you for sharing the $BITF story w/ the world @hashoveride $bitf is up 24% today with over 134.5M shares traded today across the US and Canada. Thats 24.5% of all outstanding shares. An absolute record for @Bitfarms_io in both countries. Looks like I am not the only one whos bullish on Bitfarms. https://t.co/NnVcIv2DH8 $bitf is up 24% today with over 134.5M shares traded today across"  
[X Link](https://x.com/StephenZeiner/status/1965821735938494553)  2025-09-10T16:56Z [---] followers, [----] engagements


"Dear @Bitfarms_io / $BITF shareholders and friends: The future of the company rests on landing an HPC/AI data center customer. But who wants an HPC/AI data center powered by waste coal and scrap tires (Welcome to the uphill challenge we must overcome.) = https://youtu.be/2YG_I0YUBq8 https://youtu.be/2YG_I0YUBq8"  
[X Link](https://x.com/StephenZeiner/status/1967686108281716808)  2025-09-15T20:25Z [---] followers, [---] engagements


"@Bitfarms_io 1/ Stronghold Digital Mining was under constant attack by those who opposed the mission critical environmental work being done at Scrubgrass and Panther Creek. It's imperative that $BITF start thinking about getting ahead of the tidal wave of opposition that's coming"  
[X Link](https://x.com/StephenZeiner/status/1967686901827244241)  2025-09-15T20:28Z [---] followers, [---] engagements


"If I understood @hashoveride correctly $BITF is avoiding locking in a 10+ year deal "today" for around $150/kw to potentially lock in a $180/kw deal in the future. Might we all agree that *SOME* deal any deal even for "only" $140/kw-$150/kw would dramatically "validate" $BITF as being a *real* HPC/AI company (Not to mention the stock price robustly and irreversibly rerating dramatically higher.) With potentially over ONE GIGAWATT of future HPC/AI data center capacity at Scrubgrass $BITF can arguably still reap windfall profits at the $180/kw - $200/kw level sometime in the unknowable future."  
[X Link](https://x.com/StephenZeiner/status/1989013884720599351)  2025-11-13T16:53Z [---] followers, 10.6K engagements


"Im open minded to the very real possibility that weakness in #Bitcoin pricing and associated mining economics *could* plausibly stem from the issues surrounding v30 and the potential for a BIP-444 led soft fork. It could be useful for $CAN to offer thought leadership about this. Canaan Inc. Reports Unaudited Third Quarter [----] Financial Results - Total revenues ofUS$150.5 millionexceeded guidance up 104.4% YoY - Bitcoin mining revenues reached US$30.6 million up [-----] % YoY - Cryptocurrency treasury1climbed to a milestone of [----] BTC and [----] Canaan Inc. Reports Unaudited Third Quarter 2025"  
[X Link](https://x.com/StephenZeiner/status/1990791827361050804)  2025-11-18T14:38Z [---] followers, [----] engagements


"In my opinion @Bitfarms_io / $BITF has the the very real potential to be a $10+ stock. And that's EXTREMELY conservative. The moment @hashoveride revealed the contents of his email inbox during a recent interview it all became clear. Here's the math to prove it. https://twitter.com/i/web/status/1991971627517788653 https://twitter.com/i/web/status/1991971627517788653"  
[X Link](https://x.com/anyuser/status/1991971627517788653)  2025-11-21T20:46Z [---] followers, 30.9K engagements


"@BitFarms The area depicted in the "Data Center Campus Master Plan" generally correlates with the spot I visited back in August [----] while on site for a field trip:"  
[X Link](https://x.com/anyuser/status/1999537941329084603)  2025-12-12T17:52Z [---] followers, [----] engagements


"I agree with @Bitfarms_io / $BITF .Pennsylvania is no longer just coal and steel. It's also becoming a hub for AI infrastructure. Speaking of building a [--] GW pipeline in the state I didn't find any evidence of "building" happening near Panther Creek today. It's my understanding based on page [--] of the Q3 [----] investor presentation that "breaking ground" at Panther Creek is expected by Q4 [----]. There are [--] days left in [----]. To anyone reading this did I potentially overlook a news release or filing wherein "breaking ground" is now scheduled for [----] maybe [----] Any additional guidance is always"  
[X Link](https://x.com/anyuser/status/2001022211625300036)  2025-12-16T20:10Z [---] followers, 16.2K engagements


"Congratulations @Hut8Corp @ashergenoot @bigsuey and the entire $HUT team. Thats a really awe inspiring deal. Im very genuinely happy for you all. Keep building momentum. One deal often leads to another. Proud to announce @Hut8Corps first data center deal Thankful for @fluidstack and for @Google providing a financial backstop covering obligations for the [--] year base lease term which covers the lease payments and related pass-through obligations https://t.co/EMRcZE11tH Proud to announce @Hut8Corps first data center deal Thankful for @fluidstack and for @Google providing a financial backstop"  
[X Link](https://x.com/anyuser/status/2001299595112898850)  2025-12-17T14:33Z [---] followers, [----] engagements


"Hi @ashergenoot congratulations once again to you and the entire $HUT team on a win-win HPC/AI deal. Thanks for taking my question during the Spaces conversation this evening. By any reasonable standard $HUT scored an extremely good deal. I truly hope more deals come your way. Starting now Starting now"  
[X Link](https://x.com/anyuser/status/2001482724914376751)  2025-12-18T02:40Z [---] followers, [----] engagements


"I'm really optimistic that data centers and local Pennsylvania communities can coexist. Pennsylvania has experienced significant increases in electricity prices. I've seen this myself. It's shaping up to be a major political issue in [----]. The bigger issue is whether or not PJM remains an attractive grid ecosystem as compared to the alternatives. I think it does particularly if Scrubgrass (for example) can plausibly stand up a couple gigawatts of natural gas powered generation to approach what's being planned at nearby Homer City. (For context last time I checked Homer City is talking about"  
[X Link](https://x.com/StephenZeiner/status/2007113422505124109)  2026-01-02T15:35Z [---] followers, [----] engagements


"I'm cautiously optimistic that Scrubgrass and Panther Creek are selling electricity into PJM. I'm also cautiously optimistic PJM doesn't collapse under the heavy load. More than anything just want everyone who'll be on shift staying safe. Conditions are gonna be rough. / $BITF"  
[X Link](https://x.com/anyuser/status/2015179495053860895)  2026-01-24T21:46Z [---] followers, [----] engagements

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