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[@NFTGroudon](/creator/twitter/NFTGroudon)
"Notes from Cipher Mining $CIFR CEO Tyler Pages Recent Space Regarding Fluidstack Deal Looked for blend of key features - economics partners structure upside optionality - to make deal as optimal as possible. $1.4B backstop from Google although more than Cipher may need was a priority in negotiations to derisk the financing as much as possible (notes construction costs could be around $1.7B). Regarding Fortress Partnership When the framework with Fortress was originally signed in late April / early May the market looked very different. Fortress arrangement had them backstopping the full cost"  
[X Link](https://x.com/NFTGroudon/status/1972647355754090893) [@NFTGroudon](/creator/x/NFTGroudon) 2025-09-29T12:59Z XXX followers, 7091 engagements


"Cipher Mining $CIFR Analyst Price Targets As Q3 Ends Arete Research (Andrew Beale) BUY $XXXXX From 9/24/2025 Note: Argues CIFR is a lower-risk / high-upside way to invest in the Bitcoin miner to HPC pivots. Clear Street LLC (Brian Dobson) BUY $XXXXX From 9/29/2025 Note: Stresses the importance of Ciphers colocation model to derisk future cash flows. Compass Point Research (Michael Donovan) BUY $XXXXX From 9/26/2025 Note: Highlighted Ciphers growth runway due to their recent deal and strategic partnerships. HC Wainwright & Co. (Mike Colonnese) BUY $XXXXX From 9/29/2025 Note: Rationale for"  
[X Link](https://x.com/NFTGroudon/status/1973085141783167373) [@NFTGroudon](/creator/x/NFTGroudon) 2025-09-30T17:58Z XXX followers, 10.7K engagements


"Cipher Mining $CIFR - ERCOT Interconnect Approvals Coming Soon Ive seen a number of posts in the last few months criticizing Cipher for reporting a total GW pipeline where some of the included sites dont have a final interconnect agreement in place from ERCOT just yet. In an effort to save my own sanity I wanted to post a quick write-up (instead of answering directly to some of these maniacs) why I have absolutely zero concern surrounding the total pipeline number and why I believe well see ERCOT interconnect approvals sooner rather than later. Today I want to focus on Cipher Minings 3M sites"  
[X Link](https://x.com/NFTGroudon/status/1973805664225923394) [@NFTGroudon](/creator/x/NFTGroudon) 2025-10-02T17:41Z XXX followers, 22.1K engagements


"Cipher Mining $CIFR is headed in the right direction in every single metric Bitcoin Mined June: XXX July: XXX August: XXX September: XXX Bitcoin HODL June: 1063 July: 1219 August: 1414 September: 1500 Month End Operating Hashrate June: XXXX July: XXXX August: XXXX September: XXXX Month End Fleet Efficiency June: XXXX July: XXXX August: XXXX September: 16.8"  
[X Link](https://x.com/NFTGroudon/status/1975661329227583627) [@NFTGroudon](/creator/x/NFTGroudon) 2025-10-07T20:35Z XXX followers, 1607 engagements


"Thursday Thoughts: Rural Texas Land Is Far More Valuable Than We Thought $IREN $CIFR If youve been in this space longer than a day youve probably already come to the conclusion that the AI bottleneck wont be chips or funding but grid-connected power. Im sure youve all seen the push to build large-scale data centers from every single hyperscaler you can think of. The flip side of that coin exists as well - Im also sure youve seen the push from local towns and community residents to stop the build of these massive projects near them. If you havent go ahead and google it - the results are"  
[X Link](https://x.com/NFTGroudon/status/1976322322526064961) [@NFTGroudon](/creator/x/NFTGroudon) 2025-10-09T16:22Z XXX followers, 4894 engagements


"Cipher Mining $CIFR Fun Fact of the Day: Although not directly related to Led Zeppelins founder and lead guitarist Jimmy Page Ciphers CEO Tyler Page has been known to pull out a double neck guitar and play the solo to Whole Lotta Love during board meetings. Keep on rockin Tyler"  
[X Link](https://x.com/NFTGroudon/status/1962543222758019118) [@NFTGroudon](/creator/x/NFTGroudon) 2025-09-01T15:49Z XXX followers, 30.7K engagements


"Very Quick Cipher Mining $CIFR vs Aligned Data Centers Comparison (by the numbers) Current Operating Capacity Cipher: 477MWs ADC: 600MWs Under Construction Cipher: 450MWs ADC: 750MWs Total Planned Capacity Cipher: 3.1GWs ADC: 5GWs Total Sites Cipher: XX ADC: XX Average MWs per Site Cipher: 245MWs ADC: 64MWs Company Value Given: Cipher: $8B ADC: $40B Assuming there is no premium to Cipher Mining for being fully US based having larger sites and owning an undisclosed pipeline Cipher Mining would be valued at roughly $25B - putting each share at $63.10"  
[X Link](https://x.com/NFTGroudon/status/1978526764101181519) [@NFTGroudon](/creator/x/NFTGroudon) 2025-10-15T18:21Z XXX followers, 2454 engagements


"One Year Later: Cipher Mining $CIFR & Juvo Energy Well its been about a year since Cipher struck a deal with Juvo Energy so it seems like a solid arbitrary time to get retrospective. Cipher/Juvo Deal Recap: Last October Cipher signed option agreements with Juvo to buy or lease three prospective data center sites in Texas that totaled 1.5GWs of potential capacity (500MWs at each site). The deals gave Cipher a two year window (until October 2026) to exercise the options with pricing for these three sites directly tied to how many megawatts are approved for interconnection by ERCOT. Key"  
[X Link](https://x.com/NFTGroudon/status/1979624276090073335) [@NFTGroudon](/creator/x/NFTGroudon) 2025-10-18T19:03Z XXX followers, 1178 engagements