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# ![@TheKamaHsutra Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1418176901919690757.png) @TheKamaHsutra Kamahsutra

Kamahsutra posts on X about $iren, $bitf, mining, $irens the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1418176901919690757/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418176901919690757/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX +110%
- X Months XXXXXXXXX +375%
- X Year XXXXXXXXX +526%

### Mentions: XX [#](/creator/twitter::1418176901919690757/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418176901919690757/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +20%
- X Months XXXXX +180%
- X Year XXXXX +184%

### Followers: XXXXX [#](/creator/twitter::1418176901919690757/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418176901919690757/c:line/m:followers.svg)

- X Week XXXXX +8.20%
- X Month XXXXX +42%
- X Months XXXXX +260%
- X Year XXXXX +417%

### CreatorRank: XXXXXXX [#](/creator/twitter::1418176901919690757/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1418176901919690757/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1418176901919690757/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2159 [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #782 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #65, [$bitf](/topic/$bitf) #2, [mining](/topic/mining) #459, [$irens](/topic/$irens) #2, [bitfarms](/topic/bitfarms) #2, [$cifr](/topic/$cifr) #103, [dip](/topic/dip) #1106, [contracts](/topic/contracts) #378, [$mara](/topic/$mara) #67, [open ai](/topic/open-ai) XXXX%

**Top accounts mentioned or mentioned by**
[@fransbakker9812](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@litigiousdulce](/creator/undefined) [@atzaran3](/creator/undefined) [@trailinvest](/creator/undefined) [@umbisam](/creator/undefined) [@mikealfred](/creator/undefined) [@danroberts0101](/creator/undefined) [@jarronjackson4](/creator/undefined) [@icyopro23](/creator/undefined) [@ericjackson](/creator/undefined) [@hashoveride](/creator/undefined) [@agrippainv](/creator/undefined) [@answerreality](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@xt1t00](/creator/undefined) [@pred3500](/creator/undefined) [@proof_of_thermo](/creator/undefined) [@benemodi](/creator/undefined) [@irenltd](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Stronghold Digital Mining, Inc. Class A Common Stock (SDIG)](/topic/$sdig) [CLEANSPARK INC (CLSK)](/topic/$clsk) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Waste Management, Inc. (WM)](/topic/$wm) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Kaspa (KAS)](/topic/kaspa) [Riot Platforms, Inc. (RIOT)](/topic/riot-platforms) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [501 (501)](/topic/$501)
### Top Social Posts [#](/creator/twitter::1418176901919690757/posts)
---
Top posts by engagements in the last XX hours

"@BistrainJoseph Kaspa is the alt coin of choice of friendly ghosts everywhere"  
[X Link](https://x.com/TheKamaHsutra/status/1978315890203521479) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T04:23Z 9236 followers, 1317 engagements


"$BITF just keeps on adding the right personnel for their transition towards AI/HPC. Jeffery Lucas has served BITF well during his tenure. I recall watch interviews of him listening in on earnings calls with him and he has always provided meaningful commentary to their decisions. BITF holders would like to say thank you. With the appointment of Jonathan Mir as new CFO to replace Mr. Lucas BITF is showing they grabbing some of the best talent they can find for the team. Jonathan Mir has over XX years of experience in the power energy and infrastructure game that is well connected to Wall"  
[X Link](https://x.com/TheKamaHsutra/status/1978086524085211136) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-14T13:12Z 9372 followers, 43.6K engagements


"@308legacywealth @FinancialErnie I actually thank him for that. Had he not done that I would not have sold all of it the next trading day when $CLSK was still near the top. Used to proceeds to rotate into other miners which eventually all found it's way into $IREN by the IREN May earnings call"  
[X Link](https://x.com/TheKamaHsutra/status/1976388704106324027) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-09T20:46Z 9341 followers, XXX engagements


"You're speaking the same language on the $IREN moat now. Time to power was laid out in advance. However I have said numerous times that IREN's operational excellence is also a moat as they have hit deliverables at incredible rates and their operational record is spotless. These things are easily translatable from BTC mining to AI DCs. Being fully vertically integrated allows them to deliver those type of cutting edge DCs at faster building times and lower building costs. People who trumpet the software moat can't see this. This translates into XX% savings/margins across the broad not just the"  
[X Link](https://x.com/TheKamaHsutra/status/1979314873470194135) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T22:33Z 9372 followers, XXX engagements


"@Wyatts_Torch @poolsideai Ok sure none of your posting has ever hinted at being valuable. All you spout is IREN hate. Show me a piece that has any real insight. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1978607071672086583) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T23:41Z 9370 followers, XXX engagements


"@mikealfred What da. Fiji"  
[X Link](https://x.com/TheKamaHsutra/status/1978321413581779014) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T04:45Z 9353 followers, 3347 engagements


"The tractor is rolling at the Farms. $BITF had it's highest volume trading day ever at over XXX million shares traded. This came on the back of the news that they have converted their $300mil debt facility from Macquarie. Just look at how BITF's daily volume has gone to a whole new level since the HCW conference and @hashoveride buying his first tranche of shares on the open market. It's about almost 3x the daily average of prior. $BITF is very openly telling us how these funds will be used a total of $100mil will have been drawn from the $300mil that was secured from Macquarie. The civil"  
[X Link](https://x.com/TheKamaHsutra/status/1976758062091505707) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-10T21:13Z 9370 followers, 24.3K engagements


"So I'm paying $X per share for the right to purchase X share of $CIFR for $XX before the November 21st expiration if the strike price is met. I don't have to exercise the option if the strike price is met. I can trade the price of these contracts at any time at my discretion before the expiry"  
[X Link](https://x.com/TheKamaHsutra/status/1979286087412650503) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T20:39Z 9372 followers, XXX engagements


"I literally have no words. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1978282704148869315) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T02:12Z 9372 followers, 70.9K engagements


"I don't think my previous criticism of $RIOT's Corsicana site being too small still holds. Initially Corsicana was a very small site and had a very poor acres/MW ratio for a large AI/HPC campus as it was only XXX acres. However give credit where credit is due $RIOT has done a great job increasing the total acreage at Corsicana to XXX as this writing. This now gives Corsicana an acres/MW ratio of XXXXX which is not far behind that of SW1's generous XXXXX and pretty generous in it's own right. Corsicana is a very attractive site and will get a deal soon. However it doesn't fit into the OpenAI"  
[X Link](https://x.com/TheKamaHsutra/status/1977704243281777076) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-13T11:53Z 9256 followers, 4889 engagements


"No becoming an anchor tenant to poolside does not mean $CRWV doesn't mean they don't have enough confidence on their own facilities. $CRWV doesn't own any of their facilities right now and that is the point. CRWV is in limbo with the deal with CORZ they need to secure more capacity"  
[X Link](https://x.com/TheKamaHsutra/status/1978775891736945129) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-16T10:51Z 9357 followers, XX engagements


"🎩 I just woke up and now I have my tin-foil hat on.🎩 Consider the following: ➡ $IREN has numerous references to Abilene in company material in the past. ➡ Open AI takes a stake in $AMD. ➡ IREN started procuring AMD MI355X. ➡Open AI has the most ambitious buildout by GWs in history. ➡ @mikealfred started saying every MW will be used for AI. ➡ @danroberts0101 likely still in NYC media available. ➡ IREN's monthly operational update not out today. Was this too obvious from the start and now it's became not obvious at all SW2 also sits at heart of dense windfarms clusters with some of the"  
[X Link](https://x.com/TheKamaHsutra/status/1975189102954709292) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-06T13:19Z 9369 followers, 81.2K engagements


"Congratulations @hashoveride and Team $BITF Such a misunderstood company. Just keep cooking Ben and we'll see you soon for a space on X and catchup up on all the happenings at Bitfarms. People need to wake up that Bitfarms had transitioned for over a year now with all the right pieces in place"  
[X Link](https://x.com/TheKamaHsutra/status/1976659743868399947) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-10T14:43Z 9371 followers, 24K engagements


"@StockStormX Never heard of $MARA. is that a trash disposal stock like $WM 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1976054168931504343) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-08T22:36Z 9299 followers, 1245 engagements


"OpenAI has been on a torrid pace making deals to ensure that they at or near the top of the AI race. Here is a short summary of the deals they have made in the past X months alone. To get the timeline graphic to this state it took many many prompts and it's still not perfect. I think Sama needs more compute. Can more compute be coming in the form of XXX GWs from $IREN's SW sites Note: I have tried telling GPT to fix the $CRWV logo numerous times and it still won't get it correct even with an uploaded image. It's only half there is that a premonition of it staying asset lite $CORZ deal🤔"  
[X Link](https://x.com/TheKamaHsutra/status/1975293559613149515) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-06T20:14Z 9251 followers, 7853 engagements


"@JaMarc0 @eisokant @CoreWeave @FransBakker9812 No Pecos County which further West down the I20 where CORZ has a facility as well"  
[X Link](https://x.com/TheKamaHsutra/status/1978463392512852064) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T14:10Z 9260 followers, XXX engagements


"💲5 $BITF has closed over $X and as a man of his word @hashoveride has agreed to a time for the next Bitfarms Kitchen Stadium Event 💲5 Please join myself co-hosts @bitcoinbutcher1 @litigious_dulce and @midlevelcruiser at X PM EST on Monday October 20th for this must listen to event. Ben has also graciously offered more than just X hour of his valuable time We should be able to open up questions and speakers from the floor this time around. You will not want to miss out the free recipes of Chicken Tikka Masala. I mean AI/HPC pivots from Ben Gagnon"  
[X Link](https://x.com/TheKamaHsutra/status/1978120442964512858) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-14T15:27Z 9372 followers, 109K engagements


"@MugenIppo It won't do anything for the stock price as anyone can see when $IREN got the right CFO in place what happened to the type of financial deals they can come up with"  
[X Link](https://x.com/TheKamaHsutra/status/1978099644837097941) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-14T14:04Z 9211 followers, XXX engagements


"A great slide deck from @mcF_dan to help you $IREN pill some people who might need it. NFA. 😉"  
[X Link](https://x.com/TheKamaHsutra/status/1972749973315101146) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-29T19:47Z 9244 followers, 19.8K engagements


"@Docofgothm @tfp6 @poolsideai No because $IREN has much faster time to energization unless poolside say they can energize XXX GW by H1 2026 and all X GW before end of 2027. The pie is also more than big enough for multiple winners"  
[X Link](https://x.com/TheKamaHsutra/status/1978624697194480079) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-16T00:51Z 9313 followers, XXX engagements


"🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often but when I have used it like I did for $IREN's BTC mining fleet around the same time last year the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the recent $IREN earnings call I was just as mind-blown by what they had announced in their guidance. The guidance is just as ambitious as their accelerated EH growth guidance in the May 2024 earnings call. However this is arguably an even much more ambitious plan for $IREN since it's entering into an arena that is far more"  
[X Link](https://x.com/TheKamaHsutra/status/1962286060341444968) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-08-31T22:47Z 9365 followers, 123.5K engagements


"$IREN announced their latest convertibles offering last night after hours and it has created some weak price action for the Queen today. Consider that your dip buying opportunity. Consider the following: $CIFR announced their convertibles offering on the same day they announced their FluidStack/Google deal on September XX prior to market open. It put a damper on their share price even with deal announcement until they further announced an update to the convertibles and what the conditions were. CIFR later announced an incredibly bullish update to their offering the amount was upsized from"  
[X Link](https://x.com/TheKamaHsutra/status/1976039852501025113) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-08T21:39Z 9318 followers, 83.2K engagements


"I think you've sorely mistaken the situation. Consider the following: $BITF made the pivot to AI/HPC even before the $SDIG acquisition. The Sharon acquisition was the first sign. So people recognized the situation in real time. 😉 $BITF has overhauled the BOD and has removed the South American founding contingent. With all due respect the South American contingent was the incompetent faction within BITF. Some of whom were not qualified to run a publicly listed company and more adept at running cookie factories. The overhaul of the BOD included the appointment of a key piece such as Wayne Duso"  
[X Link](https://x.com/TheKamaHsutra/status/1976109928768029049) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-09T02:18Z 9323 followers, 37.9K engagements


"@midlevelcruiser @hashoveride I just dip bought shares not as ballsy with the calls. I hear you might be near Moses Lake. you wanna meet me there next week Look at those reviews for Maggie's Kitchen. After that we can head over Advanced Excavations to buy some BTC mining equipment"  
[X Link](https://x.com/TheKamaHsutra/status/1978840230279913806) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-16T15:07Z 9367 followers, XXX engagements


"Google does have a history of clustering their AI DCs in a certain region. As per the SemiAnalysis article here: "There are three sites XX miles from each other (Council Bluffs Omaha and Papillon Iowa) and another site XX miles away in Lincoln Nebraska." $IREN's SW2 is about XX miles from the Google site right beside the Alamo X Solar Project. This would certainly be within the XX mile distance between Google's Lincoln Nebraska DC and their X DCs around Omaha. I wouldn't image it being that difficult to lay a direct dark fiber connection between the Google site to SW2 if they were truly"  
[X Link](https://x.com/TheKamaHsutra/status/1969781875313987693) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-21T15:12Z 9285 followers, 25.4K engagements


"@Bojangle_J @HardRfinder It's not about pumping the stock. It would appear you guys don't know where these companies with big MWs are going. This isn't the same type of cycle for BTC mining"  
[X Link](https://x.com/TheKamaHsutra/status/1979045324401336398) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T04:42Z 9270 followers, XXX engagements


"Please join myself @bitcoinbutcher1 @litigious_dulce @midlevelcruiser hosting $BITF CEO @hashoveride to talk about Bitfarm's pivot to AI/HPC. Tomorrow at 5PM Eastern No holds barred you will not want to miss it 😉"  
[X Link](https://x.com/TheKamaHsutra/status/1967682388349366701) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-15T20:10Z 9372 followers, 113.2K engagements


"@DillinghamDill They do now. cobbled some low quality sites that $APLD didn't want. then also have some shitty sites in Texas that are know to have no fiber access from the last time I looked at them. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1978316405964489203) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T04:26Z 9236 followers, XXX engagements


"@NoKnownHeir @Wyatts_Torch @poolsideai Single digits. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1978604628322275434) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T23:31Z 9308 followers, XXX engagements


"Someone found this for me on a Facebook group. I didn't even know that group existed but thank you for the support FB $BITF group. 🙏"  
[X Link](https://x.com/TheKamaHsutra/status/1977919950313386208) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-14T02:10Z 9370 followers, 14.7K engagements


"We all know that @hashoveride was the former Chief Mining Officer at $BITF prior to becoming CEO. The CMO title was non-existent in the BTC mining industry until BITF created that role for Ben Gagnon. From his seminars on BTC mining and how well he's squeezed everything out of BITF's mining fleet we know he's a very technical person. In my estimation he's somewhat of a hardware and computing geek no offense Ben. 😅 From his past prior to BITF Ben had started his own BTC mining operations in China starting around 2015. If anyone knows anything about the history of BTC you do not start mining"  
[X Link](https://x.com/TheKamaHsutra/status/1967625632688324935) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-15T16:24Z 9337 followers, 21.8K engagements


"We always knew that $IREN would execute their track record already speaks for itself when it comes to promised deliverables. There aren't many specific details of the contracts or the counterparties as of yet. Just a couple of quick thoughts from the PR: The 11k GPUs being contracted ahead of delivery confirms the insatiable demand for AI compute at this time. $IREN haters have been proven wrong once again. The GPUs are being contracted on average of X year terms that support the X year payback revenue IREN has projected. Luckily we have a model that can estimate some of that. I had"  
[X Link](https://x.com/TheKamaHsutra/status/1975527260259037192) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-07T11:42Z 9332 followers, 48.4K engagements


"With all due respect @FinancialErnie that is an extremely flawed analysis. $IREN and $CLSK may have been competitors in the BTC mining business. However as AI/HPC they're miles apart in terms of site assets and also AI DC expertise. In terms of site assets I won't even go into the SW sites for now since they're not energized yet but will be very soon. As of this very moment $IREN has XXX MW of energized infrastructure. $CLSK say they have XXXX GW under contract but I don't know the exact MW of built out infrastructure at this time. What is more important is the site quality time to"  
[X Link](https://x.com/TheKamaHsutra/status/1976357629782892604) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-09T18:42Z 9316 followers, 61K engagements


"@seacliffstweetr Picked up Nov XX $XX calls for a dollar"  
[X Link](https://x.com/TheKamaHsutra/status/1979262185458016684) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T19:04Z 9372 followers, 2658 engagements


"@Wyatts_Torch @poolsideai If you can't see that they are planning to build and own their own infrastructure then you're blind and biased"  
[X Link](https://x.com/TheKamaHsutra/status/1978602037286773149) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T23:21Z 9313 followers, XXX engagements


"@StephenZeiner @hashoveride @bitcoinbutcher1 @litigious_dulce @midlevelcruiser No problem Steven these questions have to be addressed. Anyone who is not interested already knows and not going to work with $BITF. However we also know that it won't be an issue with anyone they move forward with"  
[X Link](https://x.com/TheKamaHsutra/status/1968419743540355188) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-17T21:00Z 9279 followers, 1857 engagements


"That was rather quick but expected in this market's appetite to fund AI DCs. $BITF just announced the updated terms of their convertibles offering: Key terms: ➡Upsized from $300mil to $500mil ➡1.375% interest rate per annum ➡Initial conversion of XX% premium using $XXXX SP ➡Caped call transaction initially set to $XXXXX This is well timed by Ben and the BITF team doing the convertibles offering after a big run up. The XXXXX% interest rates also seems to be very attractive since they didn't have a deal with a named client such as $CIFR or the $IREN GPU cloud contracts. I smell some DCs being"  
[X Link](https://x.com/TheKamaHsutra/status/1979025258146419122) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T03:22Z 9372 followers, 79.5K engagements


"You do also have to consider the full vertical integration starting from the infrastructure side up to bare metal. There is a lot of merit to having the lower build and operational costs for a DC. XX% lower costs translate in massive margins. Even with GPU hour commoditization $IREN would dominate on the bare metal side due to having the best margins. If there ever was commoditization and prices racing lower that would squeeze out a lot of neoclouds and leave even more pie for IREN"  
[X Link](https://x.com/TheKamaHsutra/status/1979283249948983584) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T20:27Z 9372 followers, XXX engagements


"@Wyatts_Torch @poolsideai Ok sure. $CIFR just proved you wrong with their deal at Barber Lake. so why don't just eat the humble pie. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1978603433033630004) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T23:26Z 9337 followers, XXX engagements


"🚨Much Improved $IREN napkin math for CSP🚨 The above post was already quite long and I didn't want to really dive deeper into the math in the same post. The math above still works but it's very napkin in nature and doesn't take into more real world scenarios and costs. I think the math of $IREN's CSP business warranted it's own separate post. To calculate the CSP business is more nuanced than BTC mining but with $IREN having supplied most of the important numbers and we can fill in the rest with some research we can model out their CSP business much better. I would still call it napkin math"  
[X Link](https://x.com/TheKamaHsutra/status/1963845974347931745) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-05T06:05Z 9366 followers, 90.8K engagements


"@jiahanjimliu $MARA is $WM 😉"  
[X Link](https://x.com/TheKamaHsutra/status/1978461778120954149) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T14:03Z 9342 followers, 1157 engagements


"This guy starts flexing his equity analyst title tells people they don't know what they're talking starts using profane ad hominem attacks and has the nerves to play the uno reversal card telling people to learn humility Seriously from all my post I don't think many or anyone has took me for being arrogant. Quite the contrary I stay humble and keep working my butt off. Come on @james_j_otis do better"  
[X Link](https://x.com/TheKamaHsutra/status/1977038856030478743) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-11T15:49Z 9272 followers, 9728 engagements


"When I first saw this graphic on the CNBC interview with Jensen Huang I couldn't believe my eyes that $IREN's logo was right up there with the other NVDA deals that were titled "KEY DEALS in 2025". We know that no deal has been announced between $IREN and NVDA yet or ever aside from just getting preferred partner status. However there are hundreds of other companies with that kind of status for various NVDA products and services. That certainly wouldn't warrant being on that graphic especially alone by itself looking prominent would it On a recent BG2 podcast (see below) Jensen just randomly"  
[X Link](https://x.com/TheKamaHsutra/status/1977386498858098886) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-12T14:50Z 9372 followers, 96K engagements


"Ok Jim since we don't have a pro forma income statement from $IREN's CSP business at Prince George with 23k GPUs that would generate the $500mil ARR yet. I have used the $DLR pro forma income statement that you have provided and integrated into my napkin math model for IREN's CSP business at PG. I like to break everything down to $/MW/year which makes it easy to see at different scale. The revenue generation numbers for $IREN's GPU fleet isn't hard it's simply: GPUs X Hours in a year X Average GPU hour price X Utilization coefficient This can easily be seen in my napkin math spreadsheet"  
[X Link](https://x.com/TheKamaHsutra/status/1972867516687872006) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-30T03:34Z 9244 followers, 12.8K engagements


"@StockStormX But you're not worried about the current $DLR power portfolio vs someone like $IREN Or the fact that almost none of their legacy DCs can be converted to AI/HPC use and stuck at GPU cloud use I'm on the other side of who is going to win going forward"  
[X Link](https://x.com/TheKamaHsutra/status/1977492904815034620) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-12T21:53Z 9240 followers, XXX engagements


"@johanhuynhh @hashoveride And it's mini-pumping AH. There were quite a few people said they were out because of the convertibles offering. obviously have no idea why it was done and how bullish the terms were. Instead of cooking they got cooked. 👨🍳"  
[X Link](https://x.com/TheKamaHsutra/status/1979296599387050375) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T21:20Z 9372 followers, XXX engagements


"🍴What will the $IREN Chefs cook up next 🧑🍳"  
[X Link](https://x.com/TheKamaHsutra/status/1975711140610019745) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-07T23:53Z 9332 followers, 7704 engagements


"@hashoveride Wen Washington"  
[X Link](https://x.com/TheKamaHsutra/status/1977037259078799447) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-11T15:43Z 9370 followers, 1226 engagements


"The $IREN haters are out of the woodwork once again as @poolsideai has just signed a deal with $CRWV. However this deal is very interesting to say the least. poolside will only be the tenant to CRWV for a small portion of the deal while they will actually become the landlord to CRWV for much bigger MWs and for a longer duration. poolside becoming a fully vertically integrated AI company with their own frontier model might come as a surprise to many however if the recent actions from OpenAI was any indication then it was just a prelude to more things going in that direction: control of your"  
[X Link](https://x.com/TheKamaHsutra/status/1978593396639031446) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T22:46Z 9370 followers, 73.9K engagements


"I am pleased to announce that thanks to $BITF closing at $XXXX today the scheduled spaces with @hashoveride will not be canceled and will proceed as planned. Please note regardless of the price of $BITF for Monday CEO Ben Gagnon and the rest of us have already committed to bringing that spaces to you. Please also note contrary to some misguided belief out there Ben is not taking off with the funds secured in the Macquarie deal and the convertibles offering. The use of those funds are for the operations and buildouts for BITF at their sites"  
[X Link](https://x.com/TheKamaHsutra/status/1979292927328424260) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T21:06Z 9372 followers, 43.3K engagements


"And there you have it the updated terms of $IREN's convertible notes offering: Just a few thoughts of my own I will not get into cap calls transactions as I'm not as nearly qualified to speak on this subject as others that will also be posting about this news event. As predicted the amount was increased from the initial figure. When fully upsized the amount will go from $875mil to $979mil this confirms the voracious appetite out there for funding AI related DCs that we all have been hearing about. Why not even more My best guess is that with the already $1bil cash in hand from $IREN's ATM"  
[X Link](https://x.com/TheKamaHsutra/status/1976286517258580075) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-09T13:59Z 9368 followers, 70.5K engagements


"@iTzAnthonyNap @seacliffstweetr Sell these to me on a dip too when you want to sell on red days like today. 😂 I know you didn't sell me these we're both waiting for next earnings"  
[X Link](https://x.com/TheKamaHsutra/status/1979280470404739493) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T20:16Z 9372 followers, XXX engagements


"@IREN_Ltd am I just being the Jim Garrison of this $IREN case"  
[X Link](https://x.com/TheKamaHsutra/status/1975241181777854562) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-06T16:46Z 9243 followers, 7353 engagements


"@JaMarc0 @eisokant @CoreWeave @FransBakker9812 No they're doing nat gas behind the meter at the Permian Basin"  
[X Link](https://x.com/TheKamaHsutra/status/1978466079375569242) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T14:20Z 9269 followers, XXX engagements


"Well we can't say we didn't see this one coming. We knew Dan Roberts and the $IREN crew were in NYC for an extended period of time. As the saying goes "One does not simply walk into NYC without dealing in financing". or something like that.😂 So how many more GPUs or Horizon type DC conversions will this convertible notes offering pay for Haven't thought about it but we know there will be more GPUs coming to Horizon 1&2. That is now inevitable IMO"  
[X Link](https://x.com/TheKamaHsutra/status/1975667701839503577) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-07T21:01Z 9330 followers, 46.3K engagements


"@fawc3tt It does but you know those hedge funds will be playing games with the arbitrage"  
[X Link](https://x.com/TheKamaHsutra/status/1979060128255995908) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T05:41Z 9341 followers, 1210 engagements