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# ![@UncleAlpha007 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1675975217003241474.png) @UncleAlpha007 Asymmetric Bets

Asymmetric Bets posts on X about $dlr, $iren, market cap, $cifr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1675975217003241474/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +479%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1675975217003241474/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +172%
- X Months XXX +497%
- X Year XXX +2,780%

### Followers: XXXXX [#](/creator/twitter::1675975217003241474/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:followers.svg)

- X Week XXXXX +0.98%
- X Month XXXXX +9.40%
- X Months XXXXX +296%
- X Year XXXXX +2,016%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1675975217003241474/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$dlr](/topic/$dlr) #1, [$iren](/topic/$iren) #143, [market cap](/topic/market-cap) #813, [$cifr](/topic/$cifr) #92, [$750m](/topic/$750m) #3, [ai](/topic/ai) 16.67%, [$9b](/topic/$9b) #3, [$eqix](/topic/$eqix) 8.33%, [$59b](/topic/$59b) 8.33%, [$18b](/topic/$18b) XXXX%

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@mikealfred](/creator/undefined) [@4fun1984](/creator/undefined) [@elonevilmusk](/creator/undefined) [@umbisam](/creator/undefined) [@fransbakker9812](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@rftylerpage](/creator/undefined) [@samirtabar](/creator/undefined) [@joesquawk](/creator/undefined) [@grok](/creator/undefined) [@petersento30674](/creator/undefined) [@otium33](/creator/undefined) [@paint_the_stars](/creator/undefined) [@oakenshieldvgx](/creator/undefined) [@shonohenry](/creator/undefined) [@vldprz](/creator/undefined) [@vasilist](/creator/undefined)

**Top assets mentioned**
[Digital Realty Trust Inc (DLR)](/topic/$dlr) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Equinix Inc (EQIX)](/topic/$eqix) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last XX hours

"Why $IREN can 10x by 2030 (follow up to prior post) Digital Realty ($DLR) and Equinix ($EQIX) are comps to IREN. IREN will have more contracted ARR than $DLR by mid 2026 (implies XXX% upside) yet DLR's market cap is $59B vs. IREN at $18B. Similarly $IREN is likely to have more contracted ARR than $EQIX by 2027 (EQIX has a $81.5B market cap vs. $IREN at $18B. Implies XXX% upside over the next 14-18 months). Further IREN should get to contracted ARR of $18B+ by 2030 (implying a market cap of $160B using EQIX as a comp). Capital required to get to $18B ARR is likely to be in the $35-$40B range."  
[X Link](https://x.com/UncleAlpha007/status/1986067598065181013)  2025-11-05T13:46Z 4832 followers, 26K engagements


"@BillAckman you should check out $CIFR - will do $750M AI cocolcation rev by YE26 with AMZN/FluidStack/Google as tenant. Using $DLR as a comp = $9B EV for Cipher. Assigns no value to their 3GW pipeline which is all highly likely to get leased. If it gets leased $CIFR is a $50B market cap company in X years. 7x-10x upside I am balls long $FNMA $FMCC $FNMAJ $CIFR (not a seller)"  
[X Link](https://x.com/UncleAlpha007/status/1991937532653904265)  2025-11-21T18:31Z 4832 followers, 2280 engagements


"$CIFR will generate $750M in revenue from announced Amazon/Fluidstack/Google deals by YE26. Using a 12x EV/Revenue multiple similar to peer $DLR $CIFR's enterprise value would be $9B. That EXCLUDES a 3GW pipeline. CIFR is trading for less than the value of its announced deals and the stock is attributing $X to its 3GW AI pipeline. The stock is also attributing negative value to Bitcoin mining operations. Obvious buy/ hold here imo @rftylerpage"  
[X Link](https://x.com/UncleAlpha007/status/1991899292811010386)  2025-11-21T15:59Z 4831 followers, 38.2K engagements


"$IREN if they did all colocation for just Sweetwater X which is energized in April 2026 then enterprise value upon completion would be $33B ($2.13M per MW 1.4MW divided by XXX PUE) = $2.7B in recurring revenue by 2027. Using a 12x sales multiple like peer $DLR = $33B enterprise value. This ignores the rest of the pipeline and the current business entirely. If you discount $33B back XX% over two years for execution risk you have a $24B enterprise value today (ignoring the existing business ignoring the pipeline and assuming only colocation)"  
[X Link](https://x.com/UncleAlpha007/status/1995972836570136718)  2025-12-02T21:46Z 4833 followers, 19.2K engagements