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

Kamahsutra posts on X about $bitf, $iren, $irens, bitfarms 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 +25%
- X Month XXXXXXXXX +127%
- X Months XXXXXXXXX +445%
- X Year XXXXXXXXX +559%

### 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 XX -XX%
- X Month XXX +16%
- X Months XXXXX +189%
- X Year XXXXX +172%

### 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 +9.20%
- X Month XXXXX +44%
- X Months XXXXX +283%
- X Year XXXXX +441%

### 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)  #3602 [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXX% [travel destinations](/list/travel-destinations)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$bitf](/topic/$bitf) #8, [$iren](/topic/$iren) #73, [$irens](/topic/$irens) #1, [bitfarms](/topic/bitfarms) #8, [has been](/topic/has-been) 2.94%, [$sdig](/topic/$sdig) #1, [$dlr](/topic/$dlr) #11, [$500mil](/topic/$500mil) #1, [$bitfs](/topic/$bitfs) #1, [$googl](/topic/$googl) #2568

**Top accounts mentioned or mentioned by**
[@hashoveride](/creator/undefined) [@fransbakker9812](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@lynchaiporfolio](/creator/undefined) [@litigiousdulce](/creator/undefined) [@midlevelcruiser](/creator/undefined) [@mikealfred](/creator/undefined) [@poolsideai](/creator/undefined) [@stocktrader989](/creator/undefined) [@stockmeetups](/creator/undefined) [@atzaran3](/creator/undefined) [@devoncarson](/creator/undefined) [@xcapitalmgmt](/creator/undefined) [@danielr06814508](/creator/undefined) [@danroberts0101](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@wyatts_torch](/creator/undefined) [@ltd1984](/creator/undefined) [@mcnalliem](/creator/undefined) [@coreweave](/creator/undefined)

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

"@just_for_elon They won't know under the reporting threshold which RIOT should be at now"  
[X Link](https://x.com/TheKamaHsutra/status/1980362106676679073) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-20T19:54Z 9894 followers, XXX engagements


"@LTD1984 @hashoveride They are still mining BTC and they're a lean operator so that should be enough to keep the lights on. The credit facility and convertibles is for building the sites"  
[X Link](https://x.com/TheKamaHsutra/status/1980399085241942517) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-20T22:21Z 9894 followers, 1271 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 9892 followers, 127.3K 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 9894 followers, 74.8K engagements


"The NVL72 is XX GPUs. This is also confirmed by the power draw of each B300 GPU being around 1400 W. If there were XXX GPUs then XXX x 1400 W = XXXXX kW just for the GPUs alone without accounting for the power draws of the CPUs and spine. We know that the rack density needed for NVL72 GB300 is around XXX to XXX kW rack density"  
[X Link](https://x.com/TheKamaHsutra/status/1980112909653922063) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-20T03:24Z 9892 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 9895 followers, 204K engagements


"I literally have no words. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1978282704148869315) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T02:12Z 9893 followers, 72K engagements


"Wow. I did not expect to have so many $BITF Farmers listen in live to our spaces with @hashoveride. He just dropped a load of alpha on us this afternoon. Rest easy farmers his interests are completely aligned with shareholders. You have to listen to the entire thing We are also pleased to announced that Ben will be doing another one with us at $8"  
[X Link](https://x.com/TheKamaHsutra/status/1980387536225653065) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-20T21:35Z 9895 followers, 60.3K engagements


"@cazenove_uk @powermining_BTC @McnallieM @sebastian_ski @Umbisam @Agrippa_Inv @Freedom_By_40 @BTC_Bella69420 Congrats Anthony and Bryce Looking forward to another at least 2x of those milestones from you guys in the future 🍾"  
[X Link](https://x.com/TheKamaHsutra/status/1980704973332648252) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-21T18:37Z 9895 followers, XXX engagements


"A month ago I had profiled $BITF's Moses Lake site as it was the site closet to monetization. It was exactly a month ago and going into tomorrow's spaces with @hashoveride I thought it would be appropriate to profile the biggest site in their portfolio that is closest to monetization. The latest $100mil credit facility from Macquarie is already earmarked for substation building and one can only guess how much of the $500mil from the convertibles offering will be going into building out this site. In my estimation there will be a good chunk of that convertibles money going into Panther Creek"  
[X Link](https://x.com/TheKamaHsutra/status/1980041083309465681) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-19T22:39Z 9895 followers, 115K engagements


"Armed with a robust balance sheet after the Macquarie credit facility and convertible offerings Ben Gagnon is ready to cook. 🧑🏻🍳🔥"  
[X Link](https://x.com/TheKamaHsutra/status/1980733664863612950) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-21T20:31Z 9895 followers, 17.8K 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 9853 followers, 1860 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 9841 followers, 19.9K 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 9821 followers, 7891 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 9716 followers, 46.4K 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 9772 followers, 24.1K engagements


"You have to think about it this way. He's a young CEO that's only been on the job for a year so he wasn't making massive CEO money prior to this. He's probably got a young family and mortgage still to pay (or maybe not 😂). He's already going to get RSU shares regardless and he's still putting money in. Once this money goes in it's going to be a long long time before he can take it out. It will be a bad look if he sells these shares people will see it. He's putting his money where his mouth is"  
[X Link](https://x.com/TheKamaHsutra/status/1976752564801577362) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-10T20:51Z 9846 followers, XX 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 9823 followers, 24.4K engagements


"@hashoveride Wen Washington"  
[X Link](https://x.com/TheKamaHsutra/status/1977037259078799447) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-11T15:43Z 9745 followers, 1230 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 9840 followers, XXX 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 9773 followers, 4965 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 9769 followers, 44K engagements


"@mikealfred What da. Fiji"  
[X Link](https://x.com/TheKamaHsutra/status/1978321413581779014) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T04:45Z 9827 followers, 3348 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 9840 followers, XXX 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 9840 followers, XXX 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 9576 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 9718 followers, XXX engagements


"@Alex83110581 @seacliffstweetr Indeed. just need something before the earnings call"  
[X Link](https://x.com/TheKamaHsutra/status/1980292166607155329) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-20T15:16Z 9851 followers, XX engagements


"@mikealfred Big for who though BKKT IREN GLXY 🤔"  
[X Link](https://x.com/TheKamaHsutra/status/1979216326318018875) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-17T16:01Z 9880 followers, 2869 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 9891 followers, 115.4K 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 9884 followers, 12.9K engagements


"@mikealfred He asked for a pro forma income statement of IREN's CSP. This would be closest thing that I have for it reverse engineered using DLR pro forma and my own modelling of $IREN's CSP business at PG:"  
[X Link](https://x.com/TheKamaHsutra/status/1972870432727707739) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-09-30T03:45Z 9879 followers, 4346 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 9883 followers, 81.5K engagements


"@Freedom_By_40 @Dan_Apperley @FransBakker9812 @mikealfred @litigious_dulce You have always been one of my favorite chart squigglers Keep up the great work 🤝"  
[X Link](https://x.com/TheKamaHsutra/status/1978183789353255349) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-14T19:39Z 9880 followers, XXX engagements


"@jiahanjimliu $MARA is $WM 😉"  
[X Link](https://x.com/TheKamaHsutra/status/1978461778120954149) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-15T14:03Z 9888 followers, 1177 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 9893 followers, 91K 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 9892 followers, 21.9K 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 9892 followers, 25.4K 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 9893 followers, 38.3K 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 9892 followers, 96.8K 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 9894 followers, 82.2K 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 9894 followers, 48.3K engagements


"@GHanley64 @hashoveride They do synthetic hodl which is basically playing with calls"  
[X Link](https://x.com/TheKamaHsutra/status/1980446609319293220) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-21T01:30Z 9893 followers, XXX engagements


"@mcF_dan @The_AI_Investor And how about maintenance. it's not like GPUs don't have failures. After product life do we just leave space junk up there permanently If not that is another expensive mission to retrieve the end of life GPUs. Any answers to these types of questions 🤷🏻♂"  
[X Link](https://x.com/TheKamaHsutra/status/1980768763751338302) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-21T22:50Z 9893 followers, XXX engagements


"@TraderSaint_ Please bro. If $IREN makes new ATH without a further dip from here. I'll rename my handle KamaSaintIREN for a week. 😂"  
[X Link](https://x.com/TheKamaHsutra/status/1980771785386975601) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-21T23:02Z 9894 followers, 4438 engagements


"@Umbisam @DollarCostAvg @danielnewmanUV @StockSavvyShay Don't short change $IREN's Childress site it's around XXX acres. There are X plots under IE US DEVELOPMENT HOLDINGS X INC of XXX XXXXX and XXXXX acres respectively"  
[X Link](https://x.com/TheKamaHsutra/status/1980821945127219308) [@TheKamaHsutra](/creator/x/TheKamaHsutra) 2025-10-22T02:22Z 9894 followers, 4217 engagements