[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](/creator/twitter/bitcoinbutcher1)
"$iren Ready for Prime Time Armed and lethal will fresh $1B at X% and a cap call protection up to XXX for common Goldman and Citi invited the Queen to the Prom and shes the next big thing Additional hedging and sub XX is a steal Good luck"  
[X Link](https://x.com/bitcoinbutcher1/status/1976248819051360317) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-09T11:30Z 4906 followers, 15.3K engagements


"@mikealfred Cooking oil not necessary for this market to cook"  
[X Link](https://x.com/bitcoinbutcher1/status/1978186882342096945) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-14T19:51Z 4907 followers, 7075 engagements


"No crying in the casino 🎰 - @mikealfred I didnt hear anyone crying for retail in April when $iren went to $5"  
[X Link](https://x.com/bitcoinbutcher1/status/1978399613800550622) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-15T09:56Z 4905 followers, 13.4K engagements


"$iren Sunday Night"  
[X Link](https://x.com/bitcoinbutcher1/status/1979233437283238065) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-17T17:09Z 4908 followers, 7132 engagements


"Set a reminder for my upcoming Space @FransBakker9812 @TheKamaHsutra @litigious_dulce"  
[X Link](https://x.com/bitcoinbutcher1/status/1977367543770702300) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-12T13:35Z 4903 followers, 25.9K engagements


"Mood Not fun but part of the process. Remember what you own. Stay strong. $iren $cifr $bitf $wulf"  
[X Link](https://x.com/bitcoinbutcher1/status/1978914309389586518) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-16T20:01Z 4908 followers, 20.6K engagements


"$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) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T12:19Z 4909 followers, 156.9K engagements


"Jim I think you are missing the foreword looking nature of $iren management to construct data centers that are already paid for that support GPUs despite being air cooled. Prince George can support power draw of up to XX kw rack density while the legacy players you mention retrofit lower rack densities built for legacy cloud / enterprise use cases"  
[X Link](https://x.com/bitcoinbutcher1/status/1973000051665355118) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-09-30T12:20Z 4594 followers, XXX engagements


"$iren Dont fear the convert All @danroberts0101 @mikealfred properly released AH to give time for market to digest. Details to follow but Im expecting delta hedging the next day or two as theres a motivation to hold down share price for a better conversion rate. This will likely be oversubscribed to $1B with 0-1% interest and a capped call that will protect shareholders from diluting and essentially create the option to pay back via cash or shares at 2x todays share price. The $1B is roughly 20k GPUs which aligns with plan to expand This is all educated speculation with more clarity to follow"  
[X Link](https://x.com/bitcoinbutcher1/status/1975666415861428360) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-07T20:55Z 4594 followers, 22.8K engagements


"When I read the $crwv $corz updates from @penny_ether @matthew_sigel Im reminded of this"  
[X Link](https://x.com/bitcoinbutcher1/status/1975739609507140083) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-08T01:46Z 4594 followers, 2687 engagements


"Concentration creates wealth; diversification protects your winnings $iren 1) Find a macroeconomic / technological super trend like artificial intelligence 2) Immerse yourself in understanding the components necessary for scaling like infrastructure hardware and software that comprise margin stack 3) Find companies that playing in the space that are misunderstood like $iren in 2024-2025 being labeled as $btc ⛏ but pivoting to AI by reallocating ⚡ to AI 4) Underwrite balance sheet to determine a margin of safety that protects downside 5) Create financial models that protect your upside by"  
[X Link](https://x.com/bitcoinbutcher1/status/1977319388924530697) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-12T10:24Z 4594 followers, 28.5K engagements


"As a shareholder are you ready to ride with that team again Id have hard time trusting again and would likely sell into strength for another team. This is in now way a FUD attempt but simply venting on behalf of $corz shareholders that got their capital tied up in this crap at the expense of other gains. Best of luck Penny"  
[X Link](https://x.com/bitcoinbutcher1/status/1977460780858499393) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-12T19:46Z 4594 followers, XXX engagements


"@BLACK1W1 @mikealfred Relatively small but still could create negative sentiment that promotes panic"  
[X Link](https://x.com/bitcoinbutcher1/status/1979167983105658881) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-17T12:49Z 4593 followers, XXX engagements


"@DGretta_Author @perry_lin1 @cryptomiami1 @iTzAnthonyNap Sell side analysts listen to our spaces and view our analysis"  
[X Link](https://x.com/bitcoinbutcher1/status/1978087471943426053) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-14T13:16Z 4908 followers, XXX engagements


"$wulf +10% @cryptomiami1 @iTzAnthonyNap @perry_lin1 I see a space in the future. Which other members of the $wulf pack should be requested"  
[X Link](https://x.com/bitcoinbutcher1/status/1978137621265023049) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-14T16:35Z 4906 followers, 3328 engagements


"Its like you didnt even read my comment Jim. For the XX MW specifically the company can construct for less than 1m/MW and run B200 and B300s. The existing $iren cloud did not retrofit the ⛏ data centers and switched in GPUs for ASICS 7-10m/mw would be for liquid cooled DCs Horizon X is already constructed and the only data centers to be constructed are the XX MW if Im correct on the additions at 1m and 75m at 7-10m at Horizon 2"  
[X Link](https://x.com/bitcoinbutcher1/status/1980014540424159743) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T20:53Z 4909 followers, 1611 engagements


"Hyperscalers: Don't try to be everything to everyone $iren $cifr $bitf $googl $meta $orcl $msft $amzn $meta $eqix $dlr Let's define a hyperscaler for those new to the space: a large cloud service provider offering flexible resources in compute storage and networking with the help of a global network of data centers that can easily accommodate small and large workloads depending on the size of their prospective clients. As I read @jiahanjimliu post yesterday related to power scarcity and bringing power to market for AI it reminded me of the song "Everything to Everyone" by Everclear that"  
[X Link](https://x.com/bitcoinbutcher1/status/1969744411345952923) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-09-21T12:43Z 4875 followers, 36.7K engagements


"Definitely a 🫧 $iren $cifr $bitf"  
[X Link](https://x.com/bitcoinbutcher1/status/1976293294641442928) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-09T14:26Z 4839 followers, 19.7K engagements


"@Sean__James @RealJimChanos @mikealfred No @Sean__James successful companies are not allowed to reinvest their earnings into their business. Im also going to Texas to work on Sweetwater tomorrow and get a huge loan for a X GW site in one deal"  
[X Link](https://x.com/bitcoinbutcher1/status/1979994099399672009) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T19:32Z 4892 followers, XXX engagements


"$CIFR 2027 Price Target - $XX (currently $12) I had the privilege of interviewing @rftylerpage $cifr this past Sunday and came away more bullish about the future following the Barber Lake deal closure with @fluidstackio @Google resulting in XXX% equity granted in warrants and a $1.4B backstop pledged to help construction funding. @CipherInc followed up with a $1.3B convertible bond offering (upsized from $800m $1.1B) with X% interest and a capped call that essentially converts debt to equity at $XXXXX per share. The company for now will pursue XXX% ownership of sites and try to avoid JV (like"  
[X Link](https://x.com/bitcoinbutcher1/status/1973153942868742571) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-09-30T22:32Z 4897 followers, 83K engagements


"🚨 Sunday Night Spaces $iren 🚨 Sunday October XX 9:00 PM EST Invite to follow. Mark it. Alpha Team: assemble @FransBakker9812 @TheKamaHsutra @litigious_dulce"  
[X Link](https://x.com/bitcoinbutcher1/status/1977109977694454143) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-11T20:32Z 4897 followers, 5219 engagements


"🚨 Detroit $btc AI / HPC Meetup 🚨 To my friends in the XXX XXX XXX and beyond its time to take our journey to the next level. Comment 👇 if you want in. Thanks BB"  
[X Link](https://x.com/bitcoinbutcher1/status/1977912848975007999) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-14T01:42Z 4906 followers, 4442 engagements


"🚨Portfolio addition: $wulf 🚨 Sometimes in life you go with your gut and invest before investigating. That said heres what I know: 1) @perry_lin1 @cryptomiami1 @iTzAnthonyNap provide great insights and value $wulf 2) Management owns over XX% of the stock 3) Short interest is over XX% 4) Patrick Fleury CFO is well spoken and pulled off more magic with $3.2B in a secured note offer This is less than X% of my portfolio and view it as speculative trade before I do more in depth analysis. You dont raise $3.2B to look at it. Squeeze me"  
[X Link](https://x.com/bitcoinbutcher1/status/1978082272264745347) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-14T12:55Z 4906 followers, 34.3K engagements


"@mikealfred"  
[X Link](https://x.com/bitcoinbutcher1/status/1979330201311232028) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-17T23:34Z 4901 followers, 4913 engagements


"@litigious_dulce Trying to compare $iren to $dlr $eqix is a starting point but than you realize that contiguous greenfield sites in rural areas is way more cost efficient than legacy low rack density DCs in small MW allocations in urban areas"  
[X Link](https://x.com/bitcoinbutcher1/status/1979553673744413145) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-18T14:22Z 4900 followers, XXX engagements


"@Lennard4567 Likely issue a new convert at higher share price to settle in cash but error on the most diluted scenario"  
[X Link](https://x.com/bitcoinbutcher1/status/1979896469093249379) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T13:04Z 4908 followers, 1290 engagements


"@BobbyAx99479964 Look at $cifr @fluidstackio @Google"  
[X Link](https://x.com/bitcoinbutcher1/status/1979897397200240667) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T13:08Z 4904 followers, 1410 engagements


"Drug free sir You are the same gentlemen that said hyperscalers would not come to West Texas $cifr @fluidstackio @Google Additionally we had a gentlemen on our space from ERCOT say with XX% certainty that SW is a go for energization despite your prior feedback If Im XX% wrong on this projection thats still nearly a 2x from current pricing Ill take my chances Happy to live rent free in your mind"  
[X Link](https://x.com/bitcoinbutcher1/status/1979972962431213991) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T18:08Z 4907 followers, 1955 engagements


"@litigious_dulce @Wyatts_Torch @fluidstackio @Google Fair point. Felt the need to remind of two of his shortcomings"  
[X Link](https://x.com/bitcoinbutcher1/status/1979974497210978645) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T18:14Z 4903 followers, XXX engagements


"@willweathersby @RealJimChanos No Will its ridiculous for me to question Jim when his hit rate while notable is not perfect"  
[X Link](https://x.com/bitcoinbutcher1/status/1979996969318629723) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T19:43Z 4904 followers, XXX engagements


"@RealJimChanos @mikealfred Jim Im still curious how you bean counted your way to $1.75b for XX MW at Prince George and Mackenzie additions. Dont you find it strange that we would be suspicious of your analysis when I just outlined how its no more than $1.25b"  
[X Link](https://x.com/bitcoinbutcher1/status/1980006082194931794) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T20:20Z 4906 followers, 5266 engagements


"@RealJimChanos @mikealfred I cannot wait for earnings to finally officially dismiss your lack of understanding in Tune in tonight with @FransBakker9812 and we can discuss air cooled DCs vs liquid cooled DCs again for you and our new listeners"  
[X Link](https://x.com/bitcoinbutcher1/status/1980016718589145572) [@bitcoinbutcher1](/creator/x/bitcoinbutcher1) 2025-10-19T21:02Z 4905 followers, XXX engagements