[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.] #  @EvolamTrades EvolamTrades EvolamTrades posts on X about $iren, bearish, breakdown, debt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1747039880314519552/interactions)  - X Month XXXXXX -XX% - X Months XXXXXXX +166% - X Year XXXXXXX +114% ### Mentions: X [#](/creator/twitter::1747039880314519552/posts_active)  - X Month XX -XX% - X Months XX +48% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1747039880314519552/followers)  - X Month XXXXX +4.90% - X Months XXXXX +101% - X Year XXXXX +118% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1747039880314519552/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) **Social topic influence** [$iren](/topic/$iren) #101, [bearish](/topic/bearish), [breakdown](/topic/breakdown), [debt](/topic/debt), [balance sheet](/topic/balance-sheet), [what is](/topic/what-is), [$1b](/topic/$1b), [bullish](/topic/bullish), [arb](/topic/arb), [$2b](/topic/$2b) **Top accounts mentioned or mentioned by** [@danroberts0101](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@mikealfred](/creator/undefined) [@saylor](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@smatthewschultz](/creator/undefined) [@umbisam](/creator/undefined) [@stocktrader989](/creator/undefined) [@fransbakker9812](/creator/undefined) [@coinreturns](/creator/undefined) [@realjimchanos](/creator/undefined) [@rovercrc](/creator/undefined) [@cryptocon](/creator/undefined) [@jasonles](/creator/undefined) [@808trades](/creator/undefined) [@ready2profit](/creator/undefined) [@ceiv](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@pdphilaphil](/creator/undefined) [@zerohedge](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) ### Top Social Posts Top posts by engagements in the last XX hours "$IREN share count outstanding. With all the noise out there today see breakdown of $IREN share count outstanding and where it is headed. Anyone telling you this is bearish news either (a) hasn't been following the stock (b) doesn't understand IREN. Stock is going much higher over the next 12-18 months. This is all noise and was flagged by most logical followers of the company for a while. They are effectively cleaning up and resetting the Balance Sheet (it is less about avoiding dilution and more about cleaning up the Balance Sheet to take on more funding for the next leg of growth)" [X Link](https://x.com/EvolamTrades/status/1996255728269394201) 2025-12-03T16:30Z 2539 followers, 36.3K engagements "Hey Butcher love your work. The converts are ITM so whether they convert at $XXX or $XXX or $XX its the same thing. Same amount of shares bc the conversion price is deep ITM The overhang IMO is more about clearing out debt to make leverage metrics look better to institutions that are underwriting leverage. If its still marked as Debt on balance sheet versus equity it changes things" [X Link](https://x.com/EvolamTrades/status/1996305950597136787) 2025-12-03T19:50Z 2539 followers, 15K engagements "There seems to be a lot of confusion around $IREN this AM and what is happening.here are a few notes: The $1B equity raise of taking out old converts is bullish. I wouldn't be surprised if a portion of those converts are Arb funds that take a discount which will result in less shares outstanding. Taking a discount and rolling into the next $2B raise with proceeds is a likely scenario. Arb funds do not care about gambling equity appreciation they care about liquidity and will take the profit and roll. The $2.3B upcoming CAPEX was known all along. Another $3.9B is coming in the next 30-60-90" [X Link](https://x.com/EvolamTrades/status/1995875185694568553) 2025-12-02T15:18Z 2541 followers, 9182 engagements "$IREN for all newbies welcome to how the game is played. When converts price they pile in and short to A) Hedge B) drive conversion price lower Meanwhile March $XX & $XX calls continue to accumulate" [X Link](https://x.com/EvolamTrades/status/1995961193564168645) 2025-12-02T21:00Z 2540 followers, 19.2K engagements "@HungStriker How are you getting a savings of 36M shares" [X Link](https://x.com/EvolamTrades/status/1996196069898936468) 2025-12-03T12:33Z 2541 followers, 1884 engagements "$IREN trades at 11.28x EV / EBITDA based on today's metrics (23.3k GPU's and the $MSFT deal). Mgmt has guided to an additional 40k GPU's in 2026 as well by finishing the conversion of BC to AI/HPC but I am only illustrating the view of what we know today. Incredible value long term: 🥇The $2.3B Notes + FCF from operations will take care of the Infra buildout needed for the $MSFT deal 🥇$5.9B needed for GPU's - $MSFT is prepaying $2B of this so $3.9B needed via financing (expecting announcement around this in the next 30-45 days) 🥇$1.8B in cash + being able to unlock around $500M of" [X Link](https://x.com/EvolamTrades/status/1996264269982097542) 2025-12-03T17:04Z 2541 followers, 18.9K engagements "@marksotoges @FransBakker9812 @IREN_Ltd Im not onboard with them selling anything. Short term focus IMO I rather them think about next XX years" [X Link](https://x.com/EvolamTrades/status/1997078763453272534) 2025-12-05T23:00Z 2540 followers, XXX engagements
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@EvolamTrades EvolamTrades
EvolamTrades posts on X about $iren, bearish, breakdown, debt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Month XXXXXX -XX%
- X Months XXXXXXX +166%
- X Year XXXXXXX +114%
Mentions: X #
- X Month XX -XX%
- X Months XX +48%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Month XXXXX +4.90%
- X Months XXXXX +101%
- X Year XXXXX +118%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance technology brands
Social topic influence $iren #101, bearish, breakdown, debt, balance sheet, what is, $1b, bullish, arb, $2b
Top accounts mentioned or mentioned by @danroberts0101 @bitcoinbutcher1 @mikealfred @saylor @thebtcminingguy @smatthewschultz @umbisam @stocktrader989 @fransbakker9812 @coinreturns @realjimchanos @rovercrc @cryptocon @jasonles @808trades @ready2profit @ceiv @jiahanjimliu @pdphilaphil @zerohedge
Top assets mentioned IREN Limited (IREN) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last XX hours
"$IREN share count outstanding. With all the noise out there today see breakdown of $IREN share count outstanding and where it is headed. Anyone telling you this is bearish news either (a) hasn't been following the stock (b) doesn't understand IREN. Stock is going much higher over the next 12-18 months. This is all noise and was flagged by most logical followers of the company for a while. They are effectively cleaning up and resetting the Balance Sheet (it is less about avoiding dilution and more about cleaning up the Balance Sheet to take on more funding for the next leg of growth)"
X Link 2025-12-03T16:30Z 2539 followers, 36.3K engagements
"Hey Butcher love your work. The converts are ITM so whether they convert at $XXX or $XXX or $XX its the same thing. Same amount of shares bc the conversion price is deep ITM The overhang IMO is more about clearing out debt to make leverage metrics look better to institutions that are underwriting leverage. If its still marked as Debt on balance sheet versus equity it changes things"
X Link 2025-12-03T19:50Z 2539 followers, 15K engagements
"There seems to be a lot of confusion around $IREN this AM and what is happening.here are a few notes: The $1B equity raise of taking out old converts is bullish. I wouldn't be surprised if a portion of those converts are Arb funds that take a discount which will result in less shares outstanding. Taking a discount and rolling into the next $2B raise with proceeds is a likely scenario. Arb funds do not care about gambling equity appreciation they care about liquidity and will take the profit and roll. The $2.3B upcoming CAPEX was known all along. Another $3.9B is coming in the next 30-60-90"
X Link 2025-12-02T15:18Z 2541 followers, 9182 engagements
"$IREN for all newbies welcome to how the game is played. When converts price they pile in and short to A) Hedge B) drive conversion price lower Meanwhile March $XX & $XX calls continue to accumulate"
X Link 2025-12-02T21:00Z 2540 followers, 19.2K engagements
"@HungStriker How are you getting a savings of 36M shares"
X Link 2025-12-03T12:33Z 2541 followers, 1884 engagements
"$IREN trades at 11.28x EV / EBITDA based on today's metrics (23.3k GPU's and the $MSFT deal). Mgmt has guided to an additional 40k GPU's in 2026 as well by finishing the conversion of BC to AI/HPC but I am only illustrating the view of what we know today. Incredible value long term: 🥇The $2.3B Notes + FCF from operations will take care of the Infra buildout needed for the $MSFT deal 🥇$5.9B needed for GPU's - $MSFT is prepaying $2B of this so $3.9B needed via financing (expecting announcement around this in the next 30-45 days) 🥇$1.8B in cash + being able to unlock around $500M of"
X Link 2025-12-03T17:04Z 2541 followers, 18.9K engagements
"@marksotoges @FransBakker9812 @IREN_Ltd Im not onboard with them selling anything. Short term focus IMO I rather them think about next XX years"
X Link 2025-12-05T23:00Z 2540 followers, XXX engagements