[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @bitcoinbutcher1 ₿itcoin ₿utcher 🥩 🐑 🐷 ₿itcoin ₿utcher's recent activity focuses on $IREN and $CIFR, companies involved in Bitcoin mining and HPC (High-Performance Computing). The discussion centers around their potential for growth, partnerships, and value proposition, particularly after $WULF signed a deal with $GOOGL, which may indicate a positive trend for the industry. These companies seem to be gaining attention from hyperscalers and investors. ### Engagements: XXXXX [#](/creator/twitter::1591824768306659331/interactions)  - X Week XXXXXX +107% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +1,272% - X Year XXXXXXXXX +2,083% ### Mentions: X [#](/creator/twitter::1591824768306659331/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XXXXX +564% - X Year XXXXX +298% ### Followers: XXXXX [#](/creator/twitter::1591824768306659331/followers)  - X Week XXXXX +2.20% - X Month XXXXX +7.60% - X Months XXXXX +1,171% - X Year XXXXX +1,322% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1591824768306659331/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$iren](/topic/$iren) #32, [open ai](/topic/open-ai) 10%, [$msft](/topic/$msft) 6.67%, [$967m](/topic/$967m) #2, [balance sheet](/topic/balance-sheet) #628, [target](/topic/target) 3.33%, [retirement](/topic/retirement) #1191, [$987m](/topic/$987m) 3.33%, [$nvda](/topic/$nvda) 3.33%, [command](/topic/command) XXXX% **Top accounts mentioned or mentioned by** [@evolamtrades](/creator/undefined) [@coinreturns](/creator/undefined) [@stocktrader989](/creator/undefined) [@fransbakker9812](/creator/undefined) [@thekamahsutra](/creator/undefined) [@thebigdegen](/creator/undefined) [@pdphilaphil](/creator/undefined) [@openai](/creator/undefined) [@litigiousdulce](/creator/undefined) [@xcapitalmgmt](/creator/undefined) [@umbisam](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@midlevelcruiser](/creator/undefined) [@joshinvestsai](/creator/undefined) [@qwertyuipasd11](/creator/undefined) [@maobaobaomby](/creator/undefined) [@markosaaig](/creator/undefined) [@danroberts0101](/creator/undefined) [@mikealfred](/creator/undefined) [@thebtcminingguy](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Strategy (MSTR)](/topic/$mstr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) ### Top Social Posts Top posts by engagements in the last XX hours "$iren / 2026 YE Price Target / $XXX per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions. Overview Like most of us I am not yet retired and continue to work at my familys third generation butcher shop in downtown Detroit. To say last week did not test the stomach of even the most experienced investors would be an understatement as the price volatility of $iren demonstrated the range of market sentiment from the highs of $XX mid week to the lows of $XX as market makers shook the trees" [X Link](https://x.com/bitcoinbutcher1/status/1979885083357327622) 2025-10-19T12:19Z 7428 followers, 217.4K engagements "What do you think of @EvolamTrades comment regarding the retirement of shares The proceeds get used by paying down the converts so they didnt receive $987m but you essentially take the hit earlier for at a higher valuation Im also trying to better understand if they left the remaining capped calls open or sold" [X Link](https://x.com/bitcoinbutcher1/status/1996304623850684541) 2025-12-03T19:44Z 7377 followers, XXX engagements "$msft deal details may have not met expectations of the street but I remain confident that H5 and SW will command better terms. The higher interest and lower conversion premium show what happens following a XX% drawdown the overall attitude towards $nvda @OpenAI and the skepticism on GPU lifespan Think management will either proactively raise in the future and/or raise funding to match project announcements to neutralize the dilution impact on share price I remain confident that SW1 H5 and the completion of takes us to your XXX and beyond once $qqq $spy index inclusion" [X Link](https://x.com/bitcoinbutcher1/status/1996791571052683370) 2025-12-05T03:59Z 7372 followers, XXX engagements "@qwertyuipasd11 @MaoBaoBaomby @OpenAI By end of year I expect this and the company to announce 5-6B ARR vs the XXX currently guided" [X Link](https://x.com/bitcoinbutcher1/status/1996793322028126378) 2025-12-05T04:06Z 7371 followers, XX engagements "@MaoBaoBaomby @OpenAI Thats why I find colocation with a hyper to become more likely" [X Link](https://x.com/bitcoinbutcher1/status/1996891257621348595) 2025-12-05T10:35Z 7373 followers, XXX engagements "Direct Equity Offering / Convertible Notes Yes share count increased for $iren but they also collected $967m more by retiring the bond portions than allowing the 2029 and 2030 convertible exercise at XXXXX and XXXXX respectively. @coinreturns Additionally the interest expense savings also negate the impact of the additional shares issued. I'm personally more interested in the 80m shares traded yesterday and likely at least another 50m shares traded today. If share count is around 323m (283m 10-Q + 40m Direct Offering) than roughly XX% of shares have been traded in the past two days. My" [X Link](https://x.com/bitcoinbutcher1/status/1996262639421342163) 2025-12-03T16:57Z 7413 followers, 35.2K engagements "As a follow up to yesterday. I stand by my commentary with the exception of the 987m comment. The math is correct but conceptually inaccurate. Bottom line management issued shares to replace a portion of convertibles. The reduction of this debt on balance sheet made the subsequent convertible issuance more palatable for those parties underwriting the deal because you retired about 500m of debt before issuing 2B of new debt. You have more clarity in the balance sheet than delaying dilution in future and also clean up the related debt balance. Additionally theres savings in interest expense and" [X Link](https://x.com/bitcoinbutcher1/status/1996602175758241975) 2025-12-04T15:27Z 7413 followers, 9280 engagements "@JoshMandell6 I understand how it addresses liabilities in the short to medium term but how does $mstr become compelling without a long term solution to funding their cap table Off the top of my head a trade desk that you have mentioned is the only short term solution to create non equity raising cash flows to fund operations" [X Link](https://x.com/bitcoinbutcher1/status/1995553085947629657) 2025-12-01T17:58Z 7421 followers, XXX engagements "Post-convertible 💭 So $iren had $1.0B as of 9/30 and just closed on another $2.0B for likely at least $3B on the balance sheet (assuming ⛏ and ☁ cover cash expenses since October 1) The GPUs for $msft likely require $1.5B if company closes $2.5B of financing as guided with the DC requiring roughly $2.25B if 3/4 of DC cost remain with H1 complete Given the payment terms negotiated on GPUs along with the likelihood of a secured note for the DCs cash seems to be resolved for the foreseeable future with ⛏and ☁ adding to cash Im ready for GPU lease announcements in the interim with H5 and" [X Link](https://x.com/bitcoinbutcher1/status/1998166796067860869) 2025-12-08T23:04Z 7428 followers, 5478 engagements "@genZinvest0r @MarkosAAIG Is industry norm X or X Theres data to suggest that the GPUs will get economic use at X or beyond but that aggressive treatment adds to their risk profile in the event of a downturn albeit temporary" [X Link](https://x.com/bitcoinbutcher1/status/1997411328013504820) 2025-12-06T21:02Z 7424 followers, XX engagements "Sample size Jim. Im willing to bet most $nbis investors and $iren investors likely are both excited about their respective companies and try to find rational parties on both sides of the aisle to test their thesis. Thats the power of @MarkosAAIG @closenberger owning both and serving as intermediaries. $iren is far from perfect but I personally find it easier to promote their strengths and criticize the shortcomings due to their transparency. I find it more difficult to vet $nbis due to situations like their earnings call or not disclosing the # of GPUs in $msft explicitly as examples" [X Link](https://x.com/bitcoinbutcher1/status/1997702772716720363) 2025-12-07T16:20Z 7425 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@bitcoinbutcher1 ₿itcoin ₿utcher 🥩 🐑 🐷
₿itcoin ₿utcher's recent activity focuses on $IREN and $CIFR, companies involved in Bitcoin mining and HPC (High-Performance Computing). The discussion centers around their potential for growth, partnerships, and value proposition, particularly after $WULF signed a deal with $GOOGL, which may indicate a positive trend for the industry. These companies seem to be gaining attention from hyperscalers and investors.
Engagements: XXXXX #
- X Week XXXXXX +107%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +1,272%
- X Year XXXXXXXXX +2,083%
Mentions: X #
- X Week X -XX%
- X Month XX -XX%
- X Months XXXXX +564%
- X Year XXXXX +298%
Followers: XXXXX #
- X Week XXXXX +2.20%
- X Month XXXXX +7.60%
- X Months XXXXX +1,171%
- X Year XXXXX +1,322%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX%
Social topic influence $iren #32, open ai 10%, $msft 6.67%, $967m #2, balance sheet #628, target 3.33%, retirement #1191, $987m 3.33%, $nvda 3.33%, command XXXX%
Top accounts mentioned or mentioned by @evolamtrades @coinreturns @stocktrader989 @fransbakker9812 @thekamahsutra @thebigdegen @pdphilaphil @openai @litigiousdulce @xcapitalmgmt @umbisam @jiahanjimliu @midlevelcruiser @joshinvestsai @qwertyuipasd11 @maobaobaomby @markosaaig @danroberts0101 @mikealfred @thebtcminingguy
Top assets mentioned IREN Limited (IREN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Strategy (MSTR) Nebius Group N.V. Class A Ordinary Shares (NBIS)
Top Social Posts
Top posts by engagements in the last XX hours
"$iren / 2026 YE Price Target / $XXX per share Let me take a brief detour as an introduction to the analysis. For those that want to see the assumptions and valuation methodology skip to Assumptions. Overview Like most of us I am not yet retired and continue to work at my familys third generation butcher shop in downtown Detroit. To say last week did not test the stomach of even the most experienced investors would be an understatement as the price volatility of $iren demonstrated the range of market sentiment from the highs of $XX mid week to the lows of $XX as market makers shook the trees"
X Link 2025-10-19T12:19Z 7428 followers, 217.4K engagements
"What do you think of @EvolamTrades comment regarding the retirement of shares The proceeds get used by paying down the converts so they didnt receive $987m but you essentially take the hit earlier for at a higher valuation Im also trying to better understand if they left the remaining capped calls open or sold"
X Link 2025-12-03T19:44Z 7377 followers, XXX engagements
"$msft deal details may have not met expectations of the street but I remain confident that H5 and SW will command better terms. The higher interest and lower conversion premium show what happens following a XX% drawdown the overall attitude towards $nvda @OpenAI and the skepticism on GPU lifespan Think management will either proactively raise in the future and/or raise funding to match project announcements to neutralize the dilution impact on share price I remain confident that SW1 H5 and the completion of takes us to your XXX and beyond once $qqq $spy index inclusion"
X Link 2025-12-05T03:59Z 7372 followers, XXX engagements
"@qwertyuipasd11 @MaoBaoBaomby @OpenAI By end of year I expect this and the company to announce 5-6B ARR vs the XXX currently guided"
X Link 2025-12-05T04:06Z 7371 followers, XX engagements
"@MaoBaoBaomby @OpenAI Thats why I find colocation with a hyper to become more likely"
X Link 2025-12-05T10:35Z 7373 followers, XXX engagements
"Direct Equity Offering / Convertible Notes Yes share count increased for $iren but they also collected $967m more by retiring the bond portions than allowing the 2029 and 2030 convertible exercise at XXXXX and XXXXX respectively. @coinreturns Additionally the interest expense savings also negate the impact of the additional shares issued. I'm personally more interested in the 80m shares traded yesterday and likely at least another 50m shares traded today. If share count is around 323m (283m 10-Q + 40m Direct Offering) than roughly XX% of shares have been traded in the past two days. My"
X Link 2025-12-03T16:57Z 7413 followers, 35.2K engagements
"As a follow up to yesterday. I stand by my commentary with the exception of the 987m comment. The math is correct but conceptually inaccurate. Bottom line management issued shares to replace a portion of convertibles. The reduction of this debt on balance sheet made the subsequent convertible issuance more palatable for those parties underwriting the deal because you retired about 500m of debt before issuing 2B of new debt. You have more clarity in the balance sheet than delaying dilution in future and also clean up the related debt balance. Additionally theres savings in interest expense and"
X Link 2025-12-04T15:27Z 7413 followers, 9280 engagements
"@JoshMandell6 I understand how it addresses liabilities in the short to medium term but how does $mstr become compelling without a long term solution to funding their cap table Off the top of my head a trade desk that you have mentioned is the only short term solution to create non equity raising cash flows to fund operations"
X Link 2025-12-01T17:58Z 7421 followers, XXX engagements
"Post-convertible 💭 So $iren had $1.0B as of 9/30 and just closed on another $2.0B for likely at least $3B on the balance sheet (assuming ⛏ and ☁ cover cash expenses since October 1) The GPUs for $msft likely require $1.5B if company closes $2.5B of financing as guided with the DC requiring roughly $2.25B if 3/4 of DC cost remain with H1 complete Given the payment terms negotiated on GPUs along with the likelihood of a secured note for the DCs cash seems to be resolved for the foreseeable future with ⛏and ☁ adding to cash Im ready for GPU lease announcements in the interim with H5 and"
X Link 2025-12-08T23:04Z 7428 followers, 5478 engagements
"@genZinvest0r @MarkosAAIG Is industry norm X or X Theres data to suggest that the GPUs will get economic use at X or beyond but that aggressive treatment adds to their risk profile in the event of a downturn albeit temporary"
X Link 2025-12-06T21:02Z 7424 followers, XX engagements
"Sample size Jim. Im willing to bet most $nbis investors and $iren investors likely are both excited about their respective companies and try to find rational parties on both sides of the aisle to test their thesis. Thats the power of @MarkosAAIG @closenberger owning both and serving as intermediaries. $iren is far from perfect but I personally find it easier to promote their strengths and criticize the shortcomings due to their transparency. I find it more difficult to vet $nbis due to situations like their earnings call or not disclosing the # of GPUs in $msft explicitly as examples"
X Link 2025-12-07T16:20Z 7425 followers, XXX engagements