[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.] [@proof_of_thermo](/creator/twitter/proof_of_thermo) "@Restructuring__ Glad to see it as a universally recognised fact that ETH Zurich is vastly superior to Imperial"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1948094971187208457) 2025-07-23 18:56:49 UTC 1257 followers, XXX engagements "Is the timeline for the XX GW expansion known The fact that they're willing to go this deep into rural america - arguably the most rural there is in Wyoming where I doubt fiber line backbones are accessible - is very telling. The scarcity is real and training might have been underestimated (vs. inference)"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1948723804416483515) 2025-07-25 12:35:35 UTC 1258 followers, XXX engagements "Those $SBET $BTCS $UPXI $YHC trades have been amazing feels great to increase my $IREN and $CIFR exposure by gambling on shitcoin treasury companies"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1945490442063052881) 2025-07-16 14:27:21 UTC 1252 followers, 1952 engagements "$CIFR @CipherInc and $IREN @IREN_Ltd are often put together these days. Those tickers more recently popularised by @ericjackson on television and highlighted since forever to the FinX detectives by @mikealfred indeed have a lot in common with some key differences too. Let's see what's going on with $CIFR 🧵"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1943591508491346059) 2025-07-11 08:41:40 UTC 1255 followers, 34K engagements "Keeping a very close eye on the $CIFR / $IREN pair. Opportunities present themselves but its up to you to asses risks and rewards"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1947695603447669137) 2025-07-22 16:29:52 UTC 1252 followers, XXX engagements "A balanced $IREN - $NBIS comparison Frans' got you"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1945751552892801060) 2025-07-17 07:44:55 UTC 1254 followers, 2174 engagements "$CRWV has amassed around $10B of outstanding debt as of today and doesn't have the operating leverage that $IREN has. The main advantage that $CRWV has over $IREN right now is a 15x larger market cap which allows it to do stuff like the $CORZ op (assuming it goes through as is). The market just needs to digest X more large B200/300 GPU purchase by $IREN IMHO before "allowing it" to become a serious neo-cloud. Once that happens financing is practically a given as the rest of the business is already rock solid"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1947977547368604126) 2025-07-23 11:10:13 UTC 1255 followers, XXX engagements "There is a considerable and growing chance the $CORZ - $CRWV deal doesnt go through as is. Bullish"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1946263732381696486) 2025-07-18 17:40:08 UTC 1255 followers, XXX engagements "@shdhxhejwb @edvestments @litigious_dulce @Mr_Mickles75 @LEADER_TRADING not even the mining ops are properly priced in"  [@proof_of_thermo](/creator/x/proof_of_thermo) on [X](/post/tweet/1948067760438669341) 2025-07-23 17:08:42 UTC 1250 followers, XX 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.]
@proof_of_thermo
"@Restructuring__ Glad to see it as a universally recognised fact that ETH Zurich is vastly superior to Imperial"
@proof_of_thermo on X 2025-07-23 18:56:49 UTC 1257 followers, XXX engagements
"Is the timeline for the XX GW expansion known The fact that they're willing to go this deep into rural america - arguably the most rural there is in Wyoming where I doubt fiber line backbones are accessible - is very telling. The scarcity is real and training might have been underestimated (vs. inference)" @proof_of_thermo on X 2025-07-25 12:35:35 UTC 1258 followers, XXX engagements
"Those $SBET $BTCS $UPXI $YHC trades have been amazing feels great to increase my $IREN and $CIFR exposure by gambling on shitcoin treasury companies" @proof_of_thermo on X 2025-07-16 14:27:21 UTC 1252 followers, 1952 engagements
"$CIFR @CipherInc and $IREN @IREN_Ltd are often put together these days. Those tickers more recently popularised by @ericjackson on television and highlighted since forever to the FinX detectives by @mikealfred indeed have a lot in common with some key differences too. Let's see what's going on with $CIFR 🧵" @proof_of_thermo on X 2025-07-11 08:41:40 UTC 1255 followers, 34K engagements
"Keeping a very close eye on the $CIFR / $IREN pair. Opportunities present themselves but its up to you to asses risks and rewards" @proof_of_thermo on X 2025-07-22 16:29:52 UTC 1252 followers, XXX engagements
"A balanced $IREN - $NBIS comparison Frans' got you" @proof_of_thermo on X 2025-07-17 07:44:55 UTC 1254 followers, 2174 engagements
"$CRWV has amassed around $10B of outstanding debt as of today and doesn't have the operating leverage that $IREN has. The main advantage that $CRWV has over $IREN right now is a 15x larger market cap which allows it to do stuff like the $CORZ op (assuming it goes through as is). The market just needs to digest X more large B200/300 GPU purchase by $IREN IMHO before "allowing it" to become a serious neo-cloud. Once that happens financing is practically a given as the rest of the business is already rock solid" @proof_of_thermo on X 2025-07-23 11:10:13 UTC 1255 followers, XXX engagements
"There is a considerable and growing chance the $CORZ - $CRWV deal doesnt go through as is. Bullish" @proof_of_thermo on X 2025-07-18 17:40:08 UTC 1255 followers, XXX engagements
"@shdhxhejwb @edvestments @litigious_dulce @Mr_Mickles75 @LEADER_TRADING not even the mining ops are properly priced in" @proof_of_thermo on X 2025-07-23 17:08:42 UTC 1250 followers, XX engagements