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[@313ronnieb](/creator/twitter/313ronnieb)
"@Fllw_the_light @mikealfred Feel like a material offer lets say XX% over current ask so about 10b EV in cash would warrant consideration from the Board as it would net an additional $730m for shareholders net of termination fee and probably slightly higher if its cash / stock or stock only"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1942770436707680579) 2025-07-09 02:19:01 UTC 1224 followers, XX engagements


"If you are not entertaining the idea that large players like $meta $msft sense the weakness in the levered balance sheet of $crwv and would not press down before making a competing bid for $corz to secure ⚑ we agree to disagree. This will work out better for $iren $cifr"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1943401095084003437) 2025-07-10 20:05:02 UTC 1205 followers, 2875 engagements


"@cazenove_uk @IREN_Ltd @powermining_BTC @McnallieM @sebastian_ski @Umbisam @Freedom_By_40 @theBTCMiningGuy @BTC_Bella69420 @Agrippa_Inv @TheKamaHsutra Taking #1 soon $iren"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947399105040273796) 2025-07-21 20:51:42 UTC 1226 followers, XXX engagements


"I just sell πŸ₯© 🐷 πŸ‘ for a living but it does not take @elonmusk to understand that $iren $cifr have 10-30x ⚑ capacity at their disposal and trade below the value of this $crwv investment Next time @mikealfred @ericjackson bang the πŸ₯ on the significance of base layer power 🎧"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1945088129439879673) 2025-07-15 11:48:42 UTC 1223 followers, XXX engagements


"@litigious_dulce BATNA the πŸ‘Έ rises Fair or not the perceived risk of Colo or CSp partnering with $nvda currently pays a premium I hope they minimize dilution and am willing to wait @stocktrader989 good post here"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947234839691686187) 2025-07-21 09:58:58 UTC 1277 followers, XXX engagements


"$iren is it about to πŸš€ like $pltr Friday night mid πŸ‚ market and ran across the πŸ“ˆattached as photos and created by @scott32061303 : X. πŸ“ˆ $pltr ran from .786 (29.15) to XXXXX (157.72) in XX months after consolidation X. πŸ“ˆ $iren recently broke out of .786 (13.86) with authority after failing last summer and late fall to hold support with a 🎯 of XXXXX (219.31) in play if the πŸ‘Έ repeats $pltr I realize a 10x seems absurd but consider the following catalysts: - $cifr deal / $corz deal as HPC comps - $btc breaking ATH with XX EH - Horizon X and X deal closures in next 4-6 months potentially -"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1946345354892591200) 2025-07-18 23:04:28 UTC 1288 followers, 21.5K engagements


"@TheBTCTherapist Or ⛏ HPC capability $iren $cifr"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1946636093186556075) 2025-07-19 18:19:46 UTC 1185 followers, XXX engagements


"@mcF_dan @litigious_dulce Have to look $clsk cash cost but that ⛏ EBiTDA may be lower Easier to measure as a pure play miner"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947235693907914948) 2025-07-21 10:02:21 UTC 1281 followers, XXX engagements


"@mikealfred @sama needs more ⚑ Who you going to call $iren $cifr"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947644821222404468) 2025-07-22 13:08:05 UTC 1287 followers, XXX engagements


"@ericjackson Dont forget about $iren $cifr"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1945929531996479806) 2025-07-17 19:32:08 UTC 1205 followers, 1726 engagements


"@stocktrader989 @litigious_dulce Said another way company may be able to squeeze more out of ASICs then the useful life before acquiring new ASICS if economics make sense and theres no customer acquisition cost"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947238660815945796) 2025-07-21 10:14:09 UTC 1215 followers, XX engagements


"Sum of the Parts: How $IREN gets to $XXX The wise @nanotitan28 once said confluence is πŸ‘‘. Let's take this opportunity as a follow up to $pltr TA similarities to dive deeper into $iren verticals and assign a napkin math valuation. Building world class data centers from the ground up allows $iren the flexibility to exercise multiple use cases across properties giving the company more leverage as it negotiates colocation and/or CSP services. I found this especially relevant after listening to @GaryCardone @theMiningPod interview in which Kent Draper CCO defined the three ways $iren will make"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947051293480042745) 2025-07-20 21:49:37 UTC 1288 followers, 112.6K engagements


"@Breadddman Something tells me Zuck is having someone scrub your data for your friend. Wish both of you well and a $cifr $meta deal helps debunk the stigma that a miner not named $corz can sign a hyperscaler"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947712128963523004) 2025-07-22 17:35:32 UTC 1282 followers, XXX engagements


"Just informed my parents that I rotated their full $mstr position into $iren $cifr a few weeks back when $mstr traded at XXX and $iren and $cifr traded at XX and X respectively. Dads Response: I need a new vest Yes more $iren $cifr swag @BTC_Bella69420 @theBTCMiningGuy"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947728032619266435) 2025-07-22 18:38:44 UTC 1287 followers, XXX engagements


"@McnallieM @Bitfarms_io No reverse split just buybacks Good for $bitf telling to $riot to pound sand"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947693663624061263) 2025-07-22 16:22:10 UTC 1288 followers, XXX engagements


"@stocktrader989 @litigious_dulce Spot price of $btc will likely rise in 3-4 years as well and growth in EH likely muted due to AI growth"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947239166267326580) 2025-07-21 10:16:09 UTC 1277 followers, XX engagements


"@smatthewschultz Your rerate is coming or youll just buy back all your shares yourself 120k $btc has a nice ring to it"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947842560468168983) 2025-07-23 02:13:50 UTC 1278 followers, XX engagements


"@litigious_dulce @FransBakker9812 My fear is an $apld like deal Feeling like you need to close to appease the Street"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947236097190236486) 2025-07-21 10:03:58 UTC 1226 followers, XXX engagements


"@LiningScott @ericjackson Power assets matter but its important to also remember is where that power sits Both $iren and $cifr ops are primarily in Texas rich in renewables and a more business friendly environment than competing jurisdictions"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947839230434283667) 2025-07-23 02:00:36 UTC 1288 followers, XXX engagements


"@proof_of_thermo @Tsuff101 air cooling with $nvda GPUs for HPC also present superior efficiency opportunities in the pipe"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1946636786437955659) 2025-07-19 18:22:31 UTC 1185 followers, XXX engagements


"If only there was a vertically integrated HPC provider with in house construction. Do you know anyone @mikealfred In all seriousness I wouldnt be acting like this if it wasnt for a few bad 🍎 $iren $nbis $crwv $corz $cifr"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1944141722402865404) 2025-07-12 21:08:01 UTC 1277 followers, 2757 engagements


"@Charge_Stack provided insightful analysis and always remained upbeat regardless of market circumstances. @BlakeaLewis03 deserves our support because we all know how much his dad meant to the Mining Mafia. @theBTCMiningGuy @BTC_Bella69420 🫑"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947834826637381739) 2025-07-23 01:43:06 UTC 1287 followers, XXX engagements


"@LTD1984 @mikealfred 2x the time to buy more $cifr at this rate Once it gets announced rerates immediately. With the ⚑ shortage; do you doubt @rftylerpage wont close the deal"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1945232179471991199) 2025-07-15 21:21:06 UTC 1203 followers, XXX engagements


"I cut meat for a living as a butcher shop owner but also had XX years of accounting capital markets and tax experience and earned my MBA from a Top XX Business school before rejoining my third generation family business during the depths of COVID-19. For those keeping score $iren closed at XXXXX on 7/3 when this gentleman doubled his short; so far so good. Today $iren made a new XX Week High I will no longer address our friend and will focus on providing an entertaining view on finance to help those interested. In the words of Drago; if he dies he dies. - Your favorite butcher"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947432311185936719) 2025-07-21 23:03:39 UTC 1288 followers, 3964 engagements


"@McnallieM @cazenove_uk @IREN_Ltd @powermining_BTC @sebastian_ski @Umbisam @Freedom_By_40 @theBTCMiningGuy @BTC_Bella69420 @Agrippa_Inv @TheKamaHsutra Something tells me it will not be the last time $iren hits +20% in a day The real game starts when Horizon X gets announced Thanks for the shoutout"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947399874489815408) 2025-07-21 20:54:45 UTC 1226 followers, XXX engagements


"@Benzinga check us out in Eastern Market #detroithustlesharder Bitcoin Miner IREN Could Surge 1572% As SOTP Valuation Pegs $XXX Target Hedge Fund Manager Eric Jackson Says 'We're Cooking With Gas' - Cipher Mining (NASDAQ:CIFR) - Benzinga"  
![@313ronnieb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1591824768306659331.png) [@313ronnieb](/creator/x/313ronnieb) on [X](/post/tweet/1947282946949329377) 2025-07-21 13:10:07 UTC 1282 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.]

@313ronnieb "@Fllw_the_light @mikealfred Feel like a material offer lets say XX% over current ask so about 10b EV in cash would warrant consideration from the Board as it would net an additional $730m for shareholders net of termination fee and probably slightly higher if its cash / stock or stock only"
@313ronnieb Avatar @313ronnieb on X 2025-07-09 02:19:01 UTC 1224 followers, XX engagements

"If you are not entertaining the idea that large players like $meta $msft sense the weakness in the levered balance sheet of $crwv and would not press down before making a competing bid for $corz to secure ⚑ we agree to disagree. This will work out better for $iren $cifr"
@313ronnieb Avatar @313ronnieb on X 2025-07-10 20:05:02 UTC 1205 followers, 2875 engagements

"@cazenove_uk @IREN_Ltd @powermining_BTC @McnallieM @sebastian_ski @Umbisam @Freedom_By_40 @theBTCMiningGuy @BTC_Bella69420 @Agrippa_Inv @TheKamaHsutra Taking #1 soon $iren"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 20:51:42 UTC 1226 followers, XXX engagements

"I just sell πŸ₯© 🐷 πŸ‘ for a living but it does not take @elonmusk to understand that $iren $cifr have 10-30x ⚑ capacity at their disposal and trade below the value of this $crwv investment Next time @mikealfred @ericjackson bang the πŸ₯ on the significance of base layer power 🎧"
@313ronnieb Avatar @313ronnieb on X 2025-07-15 11:48:42 UTC 1223 followers, XXX engagements

"@litigious_dulce BATNA the πŸ‘Έ rises Fair or not the perceived risk of Colo or CSp partnering with $nvda currently pays a premium I hope they minimize dilution and am willing to wait @stocktrader989 good post here"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 09:58:58 UTC 1277 followers, XXX engagements

"$iren is it about to πŸš€ like $pltr Friday night mid πŸ‚ market and ran across the πŸ“ˆattached as photos and created by @scott32061303 : X. πŸ“ˆ $pltr ran from .786 (29.15) to XXXXX (157.72) in XX months after consolidation X. πŸ“ˆ $iren recently broke out of .786 (13.86) with authority after failing last summer and late fall to hold support with a 🎯 of XXXXX (219.31) in play if the πŸ‘Έ repeats $pltr I realize a 10x seems absurd but consider the following catalysts: - $cifr deal / $corz deal as HPC comps - $btc breaking ATH with XX EH - Horizon X and X deal closures in next 4-6 months potentially -"
@313ronnieb Avatar @313ronnieb on X 2025-07-18 23:04:28 UTC 1288 followers, 21.5K engagements

"@TheBTCTherapist Or ⛏ HPC capability $iren $cifr"
@313ronnieb Avatar @313ronnieb on X 2025-07-19 18:19:46 UTC 1185 followers, XXX engagements

"@mcF_dan @litigious_dulce Have to look $clsk cash cost but that ⛏ EBiTDA may be lower Easier to measure as a pure play miner"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 10:02:21 UTC 1281 followers, XXX engagements

"@mikealfred @sama needs more ⚑ Who you going to call $iren $cifr"
@313ronnieb Avatar @313ronnieb on X 2025-07-22 13:08:05 UTC 1287 followers, XXX engagements

"@ericjackson Dont forget about $iren $cifr"
@313ronnieb Avatar @313ronnieb on X 2025-07-17 19:32:08 UTC 1205 followers, 1726 engagements

"@stocktrader989 @litigious_dulce Said another way company may be able to squeeze more out of ASICs then the useful life before acquiring new ASICS if economics make sense and theres no customer acquisition cost"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 10:14:09 UTC 1215 followers, XX engagements

"Sum of the Parts: How $IREN gets to $XXX The wise @nanotitan28 once said confluence is πŸ‘‘. Let's take this opportunity as a follow up to $pltr TA similarities to dive deeper into $iren verticals and assign a napkin math valuation. Building world class data centers from the ground up allows $iren the flexibility to exercise multiple use cases across properties giving the company more leverage as it negotiates colocation and/or CSP services. I found this especially relevant after listening to @GaryCardone @theMiningPod interview in which Kent Draper CCO defined the three ways $iren will make"
@313ronnieb Avatar @313ronnieb on X 2025-07-20 21:49:37 UTC 1288 followers, 112.6K engagements

"@Breadddman Something tells me Zuck is having someone scrub your data for your friend. Wish both of you well and a $cifr $meta deal helps debunk the stigma that a miner not named $corz can sign a hyperscaler"
@313ronnieb Avatar @313ronnieb on X 2025-07-22 17:35:32 UTC 1282 followers, XXX engagements

"Just informed my parents that I rotated their full $mstr position into $iren $cifr a few weeks back when $mstr traded at XXX and $iren and $cifr traded at XX and X respectively. Dads Response: I need a new vest Yes more $iren $cifr swag @BTC_Bella69420 @theBTCMiningGuy"
@313ronnieb Avatar @313ronnieb on X 2025-07-22 18:38:44 UTC 1287 followers, XXX engagements

"@McnallieM @Bitfarms_io No reverse split just buybacks Good for $bitf telling to $riot to pound sand"
@313ronnieb Avatar @313ronnieb on X 2025-07-22 16:22:10 UTC 1288 followers, XXX engagements

"@stocktrader989 @litigious_dulce Spot price of $btc will likely rise in 3-4 years as well and growth in EH likely muted due to AI growth"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 10:16:09 UTC 1277 followers, XX engagements

"@smatthewschultz Your rerate is coming or youll just buy back all your shares yourself 120k $btc has a nice ring to it"
@313ronnieb Avatar @313ronnieb on X 2025-07-23 02:13:50 UTC 1278 followers, XX engagements

"@litigious_dulce @FransBakker9812 My fear is an $apld like deal Feeling like you need to close to appease the Street"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 10:03:58 UTC 1226 followers, XXX engagements

"@LiningScott @ericjackson Power assets matter but its important to also remember is where that power sits Both $iren and $cifr ops are primarily in Texas rich in renewables and a more business friendly environment than competing jurisdictions"
@313ronnieb Avatar @313ronnieb on X 2025-07-23 02:00:36 UTC 1288 followers, XXX engagements

"@proof_of_thermo @Tsuff101 air cooling with $nvda GPUs for HPC also present superior efficiency opportunities in the pipe"
@313ronnieb Avatar @313ronnieb on X 2025-07-19 18:22:31 UTC 1185 followers, XXX engagements

"If only there was a vertically integrated HPC provider with in house construction. Do you know anyone @mikealfred In all seriousness I wouldnt be acting like this if it wasnt for a few bad 🍎 $iren $nbis $crwv $corz $cifr"
@313ronnieb Avatar @313ronnieb on X 2025-07-12 21:08:01 UTC 1277 followers, 2757 engagements

"@Charge_Stack provided insightful analysis and always remained upbeat regardless of market circumstances. @BlakeaLewis03 deserves our support because we all know how much his dad meant to the Mining Mafia. @theBTCMiningGuy @BTC_Bella69420 🫑"
@313ronnieb Avatar @313ronnieb on X 2025-07-23 01:43:06 UTC 1287 followers, XXX engagements

"@LTD1984 @mikealfred 2x the time to buy more $cifr at this rate Once it gets announced rerates immediately. With the ⚑ shortage; do you doubt @rftylerpage wont close the deal"
@313ronnieb Avatar @313ronnieb on X 2025-07-15 21:21:06 UTC 1203 followers, XXX engagements

"I cut meat for a living as a butcher shop owner but also had XX years of accounting capital markets and tax experience and earned my MBA from a Top XX Business school before rejoining my third generation family business during the depths of COVID-19. For those keeping score $iren closed at XXXXX on 7/3 when this gentleman doubled his short; so far so good. Today $iren made a new XX Week High I will no longer address our friend and will focus on providing an entertaining view on finance to help those interested. In the words of Drago; if he dies he dies. - Your favorite butcher"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 23:03:39 UTC 1288 followers, 3964 engagements

"@McnallieM @cazenove_uk @IREN_Ltd @powermining_BTC @sebastian_ski @Umbisam @Freedom_By_40 @theBTCMiningGuy @BTC_Bella69420 @Agrippa_Inv @TheKamaHsutra Something tells me it will not be the last time $iren hits +20% in a day The real game starts when Horizon X gets announced Thanks for the shoutout"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 20:54:45 UTC 1226 followers, XXX engagements

"@Benzinga check us out in Eastern Market #detroithustlesharder Bitcoin Miner IREN Could Surge 1572% As SOTP Valuation Pegs $XXX Target Hedge Fund Manager Eric Jackson Says 'We're Cooking With Gas' - Cipher Mining (NASDAQ:CIFR) - Benzinga"
@313ronnieb Avatar @313ronnieb on X 2025-07-21 13:10:07 UTC 1282 followers, XXX engagements

creator/twitter::1591824768306659331/posts
/creator/twitter::1591824768306659331/posts