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[@bobleewaggeris](/creator/twitter/bobleewaggeris)
"If only there were a company built to help them harness off peak nuclear energy and convert it into digital capital $MARA"  
[X Link](https://x.com/bobleewaggeris/status/1983280104244748360) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T21:09Z XXX followers, 5287 engagements


"I see you out there @fgthiel. Maneuvering with the US France and the Saudis. - In DC meeting with senators and positioning $MARA to be a key partner for the JANUS microreactor program that will power future military bases. - In Riyadh working with the Saudis to monetize surplus energy through compute and Bitcoin for Vision 2030. - In France about to close the Exaion acquisition born out of EDF the state nuclear utility now pushing to mine Bitcoin with surplus nuclear power. Everyone hates Fred until they realize hes quietly threading the geopolitical needle across three superpowers and"  
[X Link](https://x.com/bobleewaggeris/status/1983528560577958190) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T13:37Z XXX followers, 37K engagements


"The $MARA story just keeps getting better. Its not just AI compute its sovereign compute. Every miner is talking about GPUs Marathon is saying: Well build you a sovereign energy compute system that runs AI stabilizes your grid and mines Bitcoin with unused power. Nations dont want to rent their AI infrastructure from AWS Microsoft or Google if they can own it. Thats a far bigger story than $IREN. Their two new partnerships TAE and PADO are literally laying the foundation for it. This thing moons on the first 8-K naming on an AI or sovereign customer Oh and btw they hold 53k #Bitcoin and mine"  
[X Link](https://x.com/bobleewaggeris/status/1982887573292044638) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T19:10Z XXX followers, 14.7K engagements


"Ppl will realize @fgthiel was playing 4D chess the whole time. $MARA"  
[X Link](https://x.com/bobleewaggeris/status/1983536584382177394) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T14:09Z XXX followers, 12.7K engagements


"Hearing the Ethereum will flip Bitcoin take a lot lately. @fundstrat thesis goes something like this: After 1971 money went synthetic and assets exploded and the same will happen to ETH with stablecoins and tokenization. But theres a flaw in that analogy. People used dollars to buy assets they didnt store wealth in the rails themselves. With #Ethereum you want it for something else. With #Bitcoin you want it. Maybe #ETH captures a $510T market as a toll booth like Visa But does it really accrue the value Am I missing anything"  
[X Link](https://x.com/bobleewaggeris/status/1983708780501106693) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T01:33Z XXX followers, XXX engagements


"Hey chart ppl does it go: gold runs then mag X then #Bitcoin or how does this work"  
[X Link](https://x.com/bobleewaggeris/status/1983729793192624355) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T02:56Z XXX followers, 1068 engagements


"Imagine this. #Bitcoin rips. Most miners are off building AI data centers. Meanwhile $MARA stayed focused on energy compute Bitcoin. What happens to earnings when BTC hits $200K$300K and MARA controls the hashrate"  
[X Link](https://x.com/bobleewaggeris/status/1983629369362055238) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T20:17Z XXX followers, 22K engagements


"Call me stupid but selling digital scarcity right before an era of abundance and massive QE feels like dumb money. #Bitcoin"  
[X Link](https://x.com/bobleewaggeris/status/1983936345610309676) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T16:37Z XXX followers, XXX engagements


"People are waking up to $MARA"  
[X Link](https://x.com/bobleewaggeris/status/1983956740392570893) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T17:58Z XXX followers, 2479 engagements


"@dollar_mara Call me crazy and Im probably catching a falling knife but I bought more $MSTR and $MARA today"  
[X Link](https://x.com/bobleewaggeris/status/1983973873499750900) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T19:06Z XXX followers, XXX engagements


"Its laughable that the worlds digital store of value is only worth $XXXX trillion as we enter the age of AI. #Bitcoin"  
[X Link](https://x.com/bobleewaggeris/status/1982497049720525255) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-26T17:18Z XXX followers, XX engagements


"@Leo_Traydes $MSTR not a bad either"  
[X Link](https://x.com/bobleewaggeris/status/1982553971240903131) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-26T21:04Z XXX followers, XXX engagements


"Really liking $MARA. They are becoming a hybrid of Bitcoin + energy + AI infrastructure The three secular growth stories of the next decade. They are the second largest holder of Bitcoin"  
[X Link](https://x.com/bobleewaggeris/status/1982642154607722585) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T02:55Z XXX followers, 61.6K engagements


"So let me get this straight. $MARA is trading around 1-2 P/S with nearly $1B in revenue (ex-BTC holdings) while actively moving into data centers and HPC Meanwhile $IREN is sitting at XX P/S after its data-center rerate. What am I missing here"  
[X Link](https://x.com/bobleewaggeris/status/1982800528514945330) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T13:24Z XXX followers, 60.3K engagements


"$MARA went out of its way in Q2 to distance itself from being a Bitcoin treasury company. The article is pure old school corporate finance orthodoxy the same dont hold Bitcoin its too volatile mindset that breaks when a superior money compounds XX% a year while fiat destroys the balance sheet. Treasuries still trading near X mNAV $MSTR Metaplanet Strive $MARA look like the deal of the decade if #Bitcoin runs here"  
[X Link](https://x.com/bobleewaggeris/status/1982804035678654687) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T13:38Z XXX followers, 7061 engagements


"$MSTR can cover its dividend payouts for XX years even on a -XX% #Bitcoin drawdown. How is that not AAA"  
[X Link](https://x.com/bobleewaggeris/status/1982866747817636225) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T17:47Z XXX followers, XXX engagements


"@BitPaine Its because tradfi orthodoxy still thinks you should hold melting fiat and that Bitcoin is too volatile Theyll fomo in when they find out"  
[X Link](https://x.com/bobleewaggeris/status/1982877301009523190) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T18:29Z XXX followers, XXX engagements


"@chiptomunk They havent announced any customers yet. Point is they are posturing for it and positioned well"  
[X Link](https://x.com/bobleewaggeris/status/1982890074619695564) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T19:20Z XXX followers, 3023 engagements


"@GODISGREAT824 I need to go deeper on $CLSK and $RIOT"  
[X Link](https://x.com/bobleewaggeris/status/1982891667029103065) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T19:26Z XXX followers, XXX engagements


"@level941 I know. I wish they had the balls to give Wall Street the middle finger"  
[X Link](https://x.com/bobleewaggeris/status/1982916490207908244) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T21:05Z XXX followers, XX engagements


"Noticing a lot of $MARA hate today. Polarizing stock tons of jaded investors with cognitive bias from past pain. Most takes are emotional and surface-level. Love the setup. Lets look through the noise at whats actually going on: X. Convertibles - hedged shorts that turn into buy pressure if BTC rips. X. Mis-labelled business - still priced like a miner instead of sovereign energy-compute infrastructure. X. AI disbelief - Exaion + PADO + TAE is real HPC footprint not a generic data-center pivot. X. Bitcoin treasury overhang - $6B BTC vs $7.2B market cap. Wall Street treats it like a liability"  
[X Link](https://x.com/bobleewaggeris/status/1982989108893856000) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T01:53Z XXX followers, 3427 engagements


"@hillery_dan My read is that short-term its stabilizing. long-term if Bitcoin and $MARA run its fuel. Let me know what you find out"  
[X Link](https://x.com/bobleewaggeris/status/1982990496801665462) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T01:59Z XXX followers, XXX engagements


"If you ever want to see how early we are go on LinkedIn and read comments on posts about #Bitcoin or $MSTR"  
[X Link](https://x.com/bobleewaggeris/status/1983008551682642212) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T03:10Z XXX followers, XXX engagements


"Short-term the short hedges stabilize the stock. As soon as #Bitcoin or $MARA rip these unwind and its rocket fuel"  
[X Link](https://x.com/bobleewaggeris/status/1983145266359185899) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T12:14Z XXX followers, 1877 engagements


"This is huge. Everyones celebrating the age of abundance humanoids AI infinite compute. Almost no ones acknowledging the cost wasted energy grid strain local resistance. When utilities communities and governments start pushing back on AI data centers for overloading their infrastructure theyll look for models that make compute sustainable. $MARA is building the energy architecture that makes abundance sustainable. Its right there in front of you"  
[X Link](https://x.com/bobleewaggeris/status/1983168085436555330) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T13:44Z XXX followers, 7623 engagements


"$MARA is signaling a potential revenue model: Curtailment Capture - 2000 TWh market How much can they capture at scale Flared Gas Mitigation - Power purchase at $0.01$0.02/kWh translates to how much #BTC value Grid Balancing/Demand Response - How much are utilities willing to pay Sovereign Compute Hosting - similar to cloud compute pricing"  
[X Link](https://x.com/bobleewaggeris/status/1983173255142735954) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T14:05Z XXX followers, 4872 engagements


"Im not looking for short-term trades Im looking for companies with 5-10 year growth story arcs that are 10-20+ baggers over that time before the market realizes it. $MARA is looking more and more like the company Ive been looking for"  
[X Link](https://x.com/bobleewaggeris/status/1983206187232330065) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T16:16Z XXX followers, 2110 engagements


"It's a Marathon not a sprint $MARA"  
[X Link](https://x.com/bobleewaggeris/status/1983214523889635709) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T16:49Z XXX followers, XXX engagements


"I hereby coin the term Nuclear Capital. Converting nuclear energy into #Bitcoin capital"  
[X Link](https://x.com/bobleewaggeris/status/1983284975668494407) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T21:29Z XXX followers, XXX engagements


"4 day #Bitcoin ETF net flow streak and rising"  
[X Link](https://x.com/bobleewaggeris/status/1983397989352865978) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T04:58Z XXX followers, XXX engagements


"Boomers have the opportunity to make the $XX trillion debt right by leaving a strategic #Bitcoin reserve to future generations"  
[X Link](https://x.com/bobleewaggeris/status/1983512332517957790) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T12:32Z XXX followers, XX engagements


"Fed -25bps and going to be buying treasury bonds. Not just ending QT Dec 1st but sounds like QE. How can you not buy #Bitcoin on at that news"  
[X Link](https://x.com/bobleewaggeris/status/1983595584612073946) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T18:03Z XXX followers, XX engagements


"Fed -25bps and going to be buying treasury bonds. Not just ending QT Dec 1st but sounds like QE. How can you not buy #Bitcoin on that news"  
[X Link](https://x.com/bobleewaggeris/status/1983595892893769783) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T18:04Z XXX followers, XXX engagements


"Umm $MARA has XX% of its float shorted way higher than quantum names $IONQ $QUBT $RGTI $QBTS that have next to no revenue. MARAs doing $1B in rev and moving into data centers + HPC with 53k of Bitcoin on the balance sheet. This looks more and more like a coiled spring. What the hell are these people thinking"  
[X Link](https://x.com/bobleewaggeris/status/1982810481749340173) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-27T14:03Z XXX followers, 28.3K engagements


"So let me get this straight France just introduced a bill to buy X% of the Bitcoin supply and another to mine #Bitcoin with surplus nuclear power. $MARA just acquired a majority stake in Exaion a French HPC + AI infrastructure company born out of EDF (Frances nuclear utility). France is literally aligning its energy + compute + digital capital strategy and MARA is already in the room. What am I missing here"  
[X Link](https://x.com/bobleewaggeris/status/1983181657629712495) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T14:38Z XXX followers, 43.9K engagements


"Nation states are entering a new economic energy loop: - Convert energy into AI to create abundance. - Convert energy into #Bitcoin to preserve scarcity. Store the surplus as digital capital and oscillate between stored energy and intelligence. $MARA is building the bridge"  
[X Link](https://x.com/bobleewaggeris/status/1983299565773324418) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-28T22:27Z XXX followers, 1630 engagements


"Is this a strategic mistake by $CLSK Every miner is rushing to build an AI data center. So now youre going to compete with AWS CoreWeave $IREN and the hyperscalers Meanwhile $MARAs doing the opposite while everyones chasing hype theyre partnering with nations utilities and HPC providers. MARAs building the platform that bridges energy compute Bitcoin. Miners chasing the AI narrative are stepping out of their advantage zone while MARA is consolidating the foundation layer everyone else will depend on"  
[X Link](https://x.com/bobleewaggeris/status/1983557809405911280) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T15:33Z XXX followers, 22.8K engagements


"No mean no hate for $CLSK and other miners. Im sure they will be successful with this and get the ai rerate. But Im just wondering who is playing the bigger game"  
[X Link](https://x.com/bobleewaggeris/status/1983574676552003642) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-29T16:40Z XXX followers, XXX engagements


"Ive found the rotation sequence: Gold Mag X Bitcoin $MARA"  
[X Link](https://x.com/bobleewaggeris/status/1983736766264963419) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T03:24Z XXX followers, XXX engagements


"And the companies that are able to harness this energy and toggle it between abundance and digital scarcity will accrue the value. $MARA"  
[X Link](https://x.com/bobleewaggeris/status/1983884615065444655) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T13:12Z XXX followers, 1945 engagements


"smart money is buying #Bitcoin"  
[X Link](https://x.com/bobleewaggeris/status/1984006170882035949) [@bobleewaggeris](/creator/x/bobleewaggeris) 2025-10-30T21:15Z XXX followers, XX engagements