[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.]

[@brockfassnacht](/creator/twitter/brockfassnacht)
"$IREN sold some shares today. Bought some calls. Looking at the IV I just paid it is sickening but I still think the probability that $IREN can accomplish what $ORCL showed below is underappreciated by the market. My bet: They sign a $2B+ cloud deal at Horizon 1/2 by the end of the year and the market goes. Oh Sh*t they could do this like 20+ more times"  
[X Link](https://x.com/brockfassnacht/status/1979282535063359587) [@brockfassnacht](/creator/x/brockfassnacht) 2025-10-17T20:25Z XXX followers, 22.9K engagements


"$WULF Remember the reason for the Google backstop & warrant exchange was to get this credit rated at a competitive rate (I think Patrick was aiming for BBB). Every X% is $32MM a year. IMO as long a $WULF continues to execute the stock should trend higher. Given current AI power demand the market needs to price in Cayuga getting leased out very soon"  
[X Link](https://x.com/brockfassnacht/status/1978100757602632026) [@brockfassnacht](/creator/x/brockfassnacht) 2025-10-14T14:09Z XXX followers, 1306 engagements


"Trump tweets that US will start buying bitcoin at 5PM ET. Bitcoin rips over $200K during overnight hours triggering loss on polymarket bet. IBIT Option market doesn't reopen for till next morning. By that time Bessent is meeting with the media and telling reporters "Not official but we are looking at it" by that time bitcoin retraces to $150K and both positions are out of the money. Ig you can introduce some delta hedge by shorting bitcoin (probably with a perp) on some brypto exchange or another polymarket/kalshi bet. Am I wrong but seems like you can be caught naked in an extreme vol"  
[X Link](https://x.com/brockfassnacht/status/1980323279844852149) [@brockfassnacht](/creator/x/brockfassnacht) 2025-10-20T17:20Z XXX followers, XX engagements