# ![@bitcoinbutcher1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1591824768306659331.png) @bitcoinbutcher1 ₿itcoin ₿utcher 🥩 🐑 🐷

₿itcoin ₿utcher's recent activity focuses on $IREN and $CIFR, companies involved in Bitcoin mining and HPC (High-Performance Computing). The discussion centers around their potential for growth, partnerships, and value proposition, particularly after $WULF signed a deal with $GOOGL, which may indicate a positive trend for the industry. These companies seem to be gaining attention from hyperscalers and investors.

### Engagements: [-----] [#](/creator/twitter::1591824768306659331/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591824768306659331/c:line/m:interactions.svg)

- [--] Week [----------] +8,490%
- [--] Month [----------] +2,418%
- [--] Months [----------] +938%
- [--] Year [----------] +19,246%

### Mentions: [--] [#](/creator/twitter::1591824768306659331/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591824768306659331/c:line/m:posts_active.svg)

- [--] Week [--] +34%
- [--] Month [---] +81%
- [--] Months [---] +90%
- [--] Year [-----] +239%

### Followers: [-----] [#](/creator/twitter::1591824768306659331/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591824768306659331/c:line/m:followers.svg)

- [--] Week [-----] +0.77%
- [--] Month [-----] +4.80%
- [--] Months [-----] +372%
- [--] Year [-----] +1,502%

### CreatorRank: [-------] [#](/creator/twitter::1591824768306659331/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1591824768306659331/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68.66% [finance](/list/finance)  23.88% [technology brands](/list/technology-brands)  14.93% [cryptocurrencies](/list/cryptocurrencies)  #5772 [financial services](/list/financial-services)  #1191 [exchanges](/list/exchanges)  #5360 [fashion brands](/list/fashion-brands)  0.75%

**Social topic influence**
[$iren](/topic/$iren) #122, [$cifr](/topic/$cifr) #235, [$btc](/topic/$btc) #485, [goldman sachs](/topic/goldman-sachs) #218, [ai](/topic/ai) 8.21%, [sunday](/topic/sunday) 6.72%, [in the](/topic/in-the) 5.97%, [$msft](/topic/$msft) #464, [$wulf](/topic/$wulf) 5.22%, [end of](/topic/end-of) 5.22%

**Top accounts mentioned or mentioned by**
[@mikealfred](/creator/undefined) [@danroberts0101](/creator/undefined) [@fransbakker9812](/creator/undefined) [@ukharvey](/creator/undefined) [@rftylerpage](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@goldmansachs](/creator/undefined) [@litigiousdulce](/creator/undefined) [@thekamahsutra](/creator/undefined) [@vivek4real](/creator/undefined) [@fundstrat](/creator/undefined) [@anthropicai](/creator/undefined) [@marksotoges](/creator/undefined) [@ilzmcfly](/creator/undefined) [@grok](/creator/undefined) [@xcapitalmgmt](/creator/undefined) [@edgeofpower](/creator/undefined) [@bagelc47](/creator/undefined) [@fluidstack](/creator/undefined) [@joshinvestsai](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitcoin (BTC)](/topic/$btc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Microsoft Corp. (MSFT)](/topic/$msft) [TeraWulf Inc. (WULF)](/topic/$wulf) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitfarms Ltd. (BITF)](/topic/$bitf) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Asset Entities Inc. (ASST)](/topic/$asst) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Applied Digital Corp. (APLD)](/topic/$apld) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"There are two types of people: 1) Those who are worried about appearing successful 2) Those who are worried about being successful The sooner you recognize who you are the better"  
[X Link](https://x.com/bitcoinbutcher1/status/2018092069743378643)  2026-02-01T22:40Z [----] followers, [----] engagements


"We may have broken an $iren Sunday Night Record this evening and went almost [--] hours Skip to 3:02 if you dont want to listen to Seven Nation Army by The White Stripes. Please like comment or retweet to get our message amplified. See you next week Special thanks to the speakers: @TheKamaHsutra @FransBakker9812 @nanotitan28 @ElKaparis1 @TraderSaint_ @mikealfred @cantonmeow @GideonOPowell @austinhodly Pharma couldnt find handle and its [--] AM https://t.co/QSJb85irQH https://t.co/QSJb85irQH"  
[X Link](https://x.com/bitcoinbutcher1/status/1967451726941737468)  2025-09-15T04:53Z [----] followers, 15.9K engagements


"#cifr #goog @rftylerpage"  
[X Link](https://x.com/anyuser/status/1971159791142916288)  2025-09-25T10:28Z [----] followers, 80.7K engagements


"$iren / [----] YE Price Target / $230 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 $74 mid week to the lows of $57 as market makers shook the trees"  
[X Link](https://x.com/bitcoinbutcher1/status/1979885083357327622)  2025-10-19T12:19Z [----] followers, 220.8K engagements


"Who bought the $asst dip Back under $1 you know the rules. $btc"  
[X Link](https://x.com/bitcoinbutcher1/status/2011130652675002814)  2026-01-13T17:38Z [----] followers, 16.3K engagements


"A world gone digital needs data centers for multiple compute use cases and $iren remains true to its original mission Right now AI is the flavor of the month but to say its the end all is not a foregone conclusion. $btc ⛏ while designed to become more expensive over time could still become marginally more profitable than AI even if appears unlikely and new use cases may emerge What gets 🔌 in the ⚡ does not matter. Having control of the infrastructure and maintaining the optionality to monetize as you see fit makes $iren riskier but also more rewarding than colocation counterparts that avoid"  
[X Link](https://x.com/bitcoinbutcher1/status/2012963993783079321)  2026-01-18T19:03Z [----] followers, [----] engagements


"@mikealfred Say $iren and $cifr without saying it"  
[X Link](https://x.com/bitcoinbutcher1/status/2014728333154468007)  2026-01-23T15:54Z [----] followers, [----] engagements


"$iren Earnings Wish List for 2.5.26 "You can't always get what you want but if you try sometimes you just might find you get what you need" - The Rolling Stones If I had an all access interview with @danroberts0101 @mikealfred I created the graphic 👇to summarize questions I would want to ask. Do I expect everything here to be answered No but that's not the point of the exercise. To the extent that $iren continues to tap equity offerings and debt markets to supplement the cash from operations to expand I'm willing to bet these items will require more attention from institutions and"  
[X Link](https://x.com/bitcoinbutcher1/status/2016337666548142183)  2026-01-28T02:28Z [----] followers, 49K engagements


"$iren remains my #1 and heavily concentrated until 2/5 earnings but the margin of safety for $asst is staring the market in the face. When gold and silver lose their ✨ the big 🍊 machine will continue one block at a time. Do you believe in $btc or not Thats really the primary question. Thats your margin of safety. You get paid 15% discount to mNAV to wait for an experienced management team to cook with the upside of options without the pressure of time. Bet on the jockeys 🏇 @jameslavish @PunterJeff @Werkman @VivekGRamaswamy @ColeMacro https://twitter.com/i/web/status/2016561095578685742"  
[X Link](https://x.com/bitcoinbutcher1/status/2016561095578685742)  2026-01-28T17:16Z [----] followers, 12.2K engagements


"$meta Earnings Call Highlights Since the beginning of [----] we've seen a 30% increase in output per engineer but the majority of that growth coming from the adoption of agentic coding which saw a big jump in Q4. We're seeing even stronger gains with power users of AI coding tools whose output has increased 80% year over year. We expect this growth to accelerate through the next half. We're doing so in several ways including changing how we develop data center sites establishing strategic partnerships contracting cloud capacity and establishing new ownership structures for some of our large"  
[X Link](https://x.com/bitcoinbutcher1/status/2016853772069200027)  2026-01-29T12:39Z [----] followers, [----] engagements


"$msft Earnings Call Highlights When it comes to our cloud and token factory the key to long-term competitiveness is shaping our infrastructure to support new high-scale workloads. The key metric we are optimizing for is tokens per watt per dollar which comes down to increasing utilization and decreasing TCO using silicon systems and software. Capital expenditures were $37.5 billion in this quarter roughly two-thirds of our CapEx was on short-lived assets primarily GPUs and CPUs. Our customer demand continues to exceed our supply. https://twitter.com/i/web/status/2016855970656231590"  
[X Link](https://x.com/bitcoinbutcher1/status/2016855970656231590)  2026-01-29T12:48Z [----] followers, [----] engagements


"$iren The time is now $IREN Weekly Space @ 9PM ET Join us for another Sunday night space. The last space before earnings With: @SmallCapSnipa @bitcoinbutcher1 And many others. See you there will be recorded. https://t.co/sZ5eJcCDMQ https://t.co/HTmTYPLxr2 $IREN Weekly Space @ 9PM ET Join us for another Sunday night space. The last space before earnings With: @SmallCapSnipa @bitcoinbutcher1 And many others. See you there will be recorded. https://t.co/sZ5eJcCDMQ https://t.co/HTmTYPLxr2"  
[X Link](https://x.com/bitcoinbutcher1/status/2017961789078552602)  2026-02-01T14:02Z [----] followers, [----] engagements


"@investmattallen Hard to take this seriously with $mara being recognized. Management continues to self-enrich without any semblance of successful mining operations let alone the vision or ability to execute AI [---] MW gross available at Childress"  
[X Link](https://x.com/bitcoinbutcher1/status/2018111427475599865)  2026-02-01T23:57Z [----] followers, [----] engagements


"#cifr @rftylerpage Just executing and gearing up for the next [---] MW of leases Fortunately or unfortunately price dictates sentiment but the reality is $cifr keeps moving forward"  
[X Link](https://x.com/bitcoinbutcher1/status/2018681565044260981)  2026-02-03T13:42Z [----] followers, 23.6K engagements


"@stocks4545 @rftylerpage Execution is boring but $cifr is trading at the value of three leases with all of the upside of the pipeline"  
[X Link](https://x.com/bitcoinbutcher1/status/2018684353421656129)  2026-02-03T13:53Z [----] followers, [---] engagements


"@XCapitalMgmt All the major players reportedly looking up to lock up 2028-30 power now (and based on lead times for key inputs that timeline isn't crazy). If that's true for [----] power imagine the demand for 2026-27 power $IREN $CIFR. This"  
[X Link](https://x.com/bitcoinbutcher1/status/2018695125631668690)  2026-02-03T14:36Z [----] followers, 13.3K engagements


"@user889889 @XCapitalMgmt $apld more just caught up in my eyes $iren $cifr $wulf $apld appear to be the top players right now"  
[X Link](https://x.com/bitcoinbutcher1/status/2018709432331321469)  2026-02-03T15:33Z [----] followers, [---] engagements


"@gnoble79 Show us your 🩳 Start with $iren Otherwise its engagement farming George"  
[X Link](https://x.com/bitcoinbutcher1/status/2018828707528630387)  2026-02-03T23:27Z [----] followers, [----] engagements


"I like to visit the 🐻 case and sharpen the ⚔ There are multiple areas where @gnoble79 and are closer to agreeing than disagreeing like 1) GPU margin compression via Trainium and TPUs 2) Flawed outputs of LLM But to say AI is a failure does not take into consideration the successful use cases such as $meta enhancement of productivity amongst its employees as well as enhanced margins via better recommendation with the help of AI or $pltr profits stemming primarily from use by Department of Defense @OpenAI and @AnthropicAI clearly lose money as seen by their needs for additional rounds but"  
[X Link](https://x.com/bitcoinbutcher1/status/2018840042580406572)  2026-02-04T00:12Z [----] followers, [----] engagements


"@litigious_dulce makes a great point 👇 $btc ⛏ may be whats holding back many institutions from owning $iren and at this point assuming cash cost of $40k you are making roughly $35k per $btc which results in $15-20m of cash flow per month which may cover expenses but continues to drag the equity down. Say the abandonment of the ⛏ business creates a 1% boost in the stock you created $175m of shareholder value or the equivalent of roughly [--] year of ⛏ at current spot. @danroberts0101 @mikealfred 👇 I respect Jims judgment but I dont believe capex is a concern. Almost all deals are structured"  
[X Link](https://x.com/bitcoinbutcher1/status/2019054677745156225)  2026-02-04T14:25Z [----] followers, [----] engagements


"Sorry everyone AI is 💀 Great job @rftylerpage $cifr Winners win $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"  
[X Link](https://x.com/bitcoinbutcher1/status/2019138402550215001)  2026-02-04T19:58Z [----] followers, 13.8K engagements


"@SmallCapSnipa Im sure $tsmc $nvda $cifr $wulf have nothing to do with that number Maybe $iren"  
[X Link](https://x.com/bitcoinbutcher1/status/2019165871764275645)  2026-02-04T21:47Z [----] followers, [----] engagements


"Live from Childress $iren $btc ⛏ removal"  
[X Link](https://x.com/bitcoinbutcher1/status/2019374563147104342)  2026-02-05T11:36Z [----] followers, 12K engagements


"@treasury_bill @marksotoges Not necessarily"  
[X Link](https://x.com/bitcoinbutcher1/status/2019377668630925629)  2026-02-05T11:48Z [----] followers, [--] engagements


"@qwertyuipasd11 @treasury_bill @marksotoges A lot of us are not here for today. Time horizon is everything"  
[X Link](https://x.com/bitcoinbutcher1/status/2019387006850404404)  2026-02-05T12:25Z [----] followers, [---] engagements


"@Xenocapx @mikealfred I still have $btc but do not believe its the best use of $iren time any longer"  
[X Link](https://x.com/bitcoinbutcher1/status/2019405293185294722)  2026-02-05T13:38Z [----] followers, [---] engagements


"@edge_of_power Strange following $meta price action after their earnings"  
[X Link](https://x.com/bitcoinbutcher1/status/2019411360619307296)  2026-02-05T14:02Z [----] followers, [---] engagements


"@bdinvestingg Thats an opportunity if @danroberts0101 @mikealfred explain they will unplug the ASICs upon Horizon [--] signing and not look back at $btc without sacrificing the cash flow being generated in the interim"  
[X Link](https://x.com/bitcoinbutcher1/status/2019481613977997720)  2026-02-05T18:41Z [----] followers, [----] engagements


"https://x.com/i/spaces/1yNGabgwREnJj https://x.com/i/spaces/1yNGabgwREnJj"  
[X Link](https://x.com/bitcoinbutcher1/status/2019591708783120555)  2026-02-06T01:59Z [----] followers, [----] engagements


"@edge_of_power I have a problem with making an earnings rating before release and not attend the call"  
[X Link](https://x.com/bitcoinbutcher1/status/2019795551135347189)  2026-02-06T15:29Z [----] followers, [----] engagements


"@BCrytpM @edge_of_power I judge the guy by his actions and could care less about his race"  
[X Link](https://x.com/bitcoinbutcher1/status/2019809230426108202)  2026-02-06T16:23Z [----] followers, [--] engagements


"@edge_of_power @user889889 @BCrytpM Two separate conversations. To make a rating prior to the call without knowing about Oklahoma as an example is negligent"  
[X Link](https://x.com/bitcoinbutcher1/status/2019811566980583557)  2026-02-06T16:32Z [----] followers, [--] engagements


"Taking a moment to listen to the call a second time this weekend but @XCapitalMgmt is a good primer. My attention will likely focus on where $iren will go next. Yesterday showed the power of emotion. Hope everyone takes a step back and remembers why they chose to invest and in $iren specifically. $IREN earnings: *How's Demand Strongest to-date. All the hypers raised capex guidance beyond expectations. *How's Price Action Brutal. Market wanted deal market didn't get deal price got cracked. Bought more after hours last night. *How Are The Fundamentals Better than https://t.co/T7kb4Ng7Sb $IREN"  
[X Link](https://x.com/bitcoinbutcher1/status/2019843601937621359)  2026-02-06T18:40Z [----] followers, 10.6K engagements


"@ilzmcfly Love some napkin math. Buildout notwithstanding but a eye grabber my man"  
[X Link](https://x.com/bitcoinbutcher1/status/2019926561860853763)  2026-02-07T00:09Z [----] followers, [----] engagements


"@jiahanjimliu brings more alpha 👇 Air cooled DCs remember offer lower retrofit cost per MW to convert the work flows to inference. This savings in cap ex will help $iren scale faster but also helps @AnthropicAI or any other enterprise get to market faster. Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to me that Dan is very ambitions in Speculative Post $IREN: Earnings Call Transcript Notes Some other people"  
[X Link](https://x.com/bitcoinbutcher1/status/2020098561598177525)  2026-02-07T11:33Z [----] followers, [----] engagements


"@jiahanjimliu @danroberts0101 $iren flywheel accelerates via lower retrofit cap ex costs and lower GPU costs while maintaining flexibility to eventually demolish sites for liquid cooling and Rubin In the interim it addresses the markets skepticism on ability to monetize pipeline and convert to AI cash flow"  
[X Link](https://x.com/bitcoinbutcher1/status/2020122686886732237)  2026-02-07T13:09Z [----] followers, [----] engagements


"@rk330pumps Theres a middle ground. The stock will get hammered again in May if $iren does not deliver deal(s) but it appears they are close to at least one via multibillion reference"  
[X Link](https://x.com/bitcoinbutcher1/status/2020128944989622450)  2026-02-07T13:34Z [----] followers, [--] engagements


"@_Sgr_A_Star We got to take a look at Prince George 400m ARR and sensitize the GPU count 550-600 feels on play for Pg"  
[X Link](https://x.com/bitcoinbutcher1/status/2020191820639096964)  2026-02-07T17:43Z [----] followers, [----] engagements


"RT @bitcoinbutcher1: @edge_of_power Did you read the work of @jiahanjimliu @__d_1ggin Feels unlikely. Is what youre providing really i"  
[X Link](https://x.com/bitcoinbutcher1/status/2020462644843434376)  2026-02-08T11:40Z [----] followers, [--] engagements


"@Jake__Wujastyk As fast as they go down they can rebound as shorts cover and people remember that sound money matters"  
[X Link](https://x.com/bitcoinbutcher1/status/2020517537595666763)  2026-02-08T15:18Z [----] followers, [---] engagements


"@minnus @moninvestor @ilzmcfly @midascabal @TheRonnieVShow @FransBakker9812 @TheRayMyers @CKCapitalxx @SylentTrade @XCapitalMgmt @marksotoges @DrNHJ Colo EBITDA margins from $cifr $wulf projected to be 80-85% Also think Colo split of [--] is unlikely if we can finance GPUs"  
[X Link](https://x.com/bitcoinbutcher1/status/2020701921372492103)  2026-02-09T03:30Z [----] followers, [---] engagements


"@midascabal After @MorganStanley upgrade that might be awhile. Also consider $cifr trading just above the fair value of Black Pearl and Barber Lake sites"  
[X Link](https://x.com/bitcoinbutcher1/status/2021027458888479206)  2026-02-10T01:04Z [----] followers, [----] engagements


"@Umbisam 🤣I hope he sees this comment I've never seen someone so sure of themselves be so wrong about a company $mara"  
[X Link](https://x.com/bitcoinbutcher1/status/2021027861034135774)  2026-02-10T01:06Z [----] followers, [----] engagements


"@BagelC47 @MarkosAAIG Yes but were speaking about using GPUs with higher rack densities that likely get too hot to be feasible"  
[X Link](https://x.com/bitcoinbutcher1/status/2021040543145525671)  2026-02-10T01:56Z [----] followers, [---] engagements


"Story as old as time. $btc [--]. Create FUD narratives [--]. Drive down price causing liquidations via short selling [--]. Acquire asset on the cheap and cover short [--]. Raise price 🎯 https://finance.yahoo.com/news/jpmorgan-says-bitcoin-could-reach-190708601.html https://finance.yahoo.com/news/jpmorgan-says-bitcoin-could-reach-190708601.html"  
[X Link](https://x.com/bitcoinbutcher1/status/2019783366795526448)  2026-02-06T14:40Z [----] followers, [----] engagements


"@jiahanjimliu any thoughts. Im pretty sure any $cifr $wulf colocation deal would ultimately funnel through @fluidstack via IAAS My best guess is @AnthropicAI would prefer to not carry the tech risk of prior generations of chips and can focus in on their software that layers on top of Kubernetes https://twitter.com/i/web/status/2021300780641419749 https://twitter.com/i/web/status/2021300780641419749"  
[X Link](https://x.com/bitcoinbutcher1/status/2021300780641419749)  2026-02-10T19:10Z [----] followers, [---] engagements


"@RetardBagFinder @GoldmanSachs Look at the change of share count between November [--] and December [--] when share price bottomed at [--] on December [--] Yes they represent high net worth individuals but the timing with the direct equity offering is worh the question"  
[X Link](https://x.com/bitcoinbutcher1/status/2021359139109339633)  2026-02-10T23:02Z [----] followers, [---] engagements


"Horizon 5-10 will 2x ARR $iren As a follow up to @FransBakker9812 [----] wish I wanted to show a snap shot of the potential revenue pickup upon signing a new IAAS deal for [---] MW remaining in Childress. @danroberts0101 previously guided for $3.4B of revenue comprised of $1.9B for the $msft deal along with $1.5B for Ive highlighted scenarios 👇 that show the inflection point at which H5 can double $iren ARR by showing the necessary increases in GPU count per MW and Rental Rate Per GPU. Given the relative underutilization of space for H1-H4 as well as the prepayment from $msft the likelihood of"  
[X Link](https://x.com/bitcoinbutcher1/status/2006033535077962093)  2025-12-30T16:03Z [----] followers, 40.8K engagements


"Not dilutive Think of a senior secured note as a loan where $cifr is most likely pledging the data center as collateral and/or lease payments from @awscloud Again this is not a convertible note and there is no equity conversion attached. Just a [--] year loan to be paid back to the note holders. Im look specifically at the [--] year treasury aka risk free rate at 3.84% Can @rftylerpage get the loan under 6% for roughly a 2% risk premium #cifr @rftylerpage Just executing and gearing up for the next [---] MW of leases Fortunately or unfortunately price dictates sentiment but the reality is $cifr keeps"  
[X Link](https://x.com/bitcoinbutcher1/status/2018703744779592078)  2026-02-03T15:10Z [----] followers, 12.3K engagements


"Recap: Institutional investors could have used 13b of capital to invest for a 3.833% return deemed risk free due to backing by Instead that $13b oversubscribed the $2b bond offering by @rftylerpage $cifr for the Black Pearl site backed by @awscloud for 6.125% So for 2.3% risk premium institutions are funding a 🫧 https://twitter.com/i/web/status/2019147179193938288 https://twitter.com/i/web/status/2019147179193938288"  
[X Link](https://x.com/bitcoinbutcher1/status/2019147179193938288)  2026-02-04T20:32Z [----] followers, [----] engagements


"Remember $iren December equity offering details 👇 Institutions want shares for +-40/share Bottom is near Ask yourself if $cifr debt and $googl cap ex support the 🫧 thesis Pair that with progress and future deals at Horizon and Sweetwater Our time is coming"  
[X Link](https://x.com/bitcoinbutcher1/status/2019406396299833620)  2026-02-05T13:42Z [----] followers, 13K engagements


"@tennant_n @GoldmanSachs Same old games to mess with retail before the truth comes out"  
[X Link](https://x.com/bitcoinbutcher1/status/2021354893097959621)  2026-02-10T22:45Z [----] followers, [---] engagements


"@navajav5227 @GoldmanSachs Thats the goal. Bleed out the impatient (including me)"  
[X Link](https://x.com/bitcoinbutcher1/status/2021356032312881462)  2026-02-10T22:50Z [----] followers, [--] engagements


"@PDPhilaPhil @GoldmanSachs Negligence or ill intent; your choice"  
[X Link](https://x.com/bitcoinbutcher1/status/2021358404602822794)  2026-02-10T22:59Z [----] followers, [---] engagements


"@dylan_teeter @GoldmanSachs"  
[X Link](https://x.com/bitcoinbutcher1/status/2021359785258709043)  2026-02-10T23:05Z [----] followers, [---] engagements


"@tjones0178 @GoldmanSachs I dont get mad anymore. Just point out the hypocrisy and buy more"  
[X Link](https://x.com/bitcoinbutcher1/status/2021367116923011544)  2026-02-10T23:34Z [----] followers, [---] engagements


"@UKHarvey @Vivek4real_ @fundstrat Please indulge me on your price target and date and we can track it as gentleman Can admit when Im wrong"  
[X Link](https://x.com/bitcoinbutcher1/status/2022116226491891996)  2026-02-13T01:10Z [----] followers, [--] engagements


"@UKHarvey @Vivek4real_ @fundstrat How about 200k by end of June @RemindMe_OfThis"  
[X Link](https://x.com/bitcoinbutcher1/status/2022117130037325843)  2026-02-13T01:14Z [----] followers, [--] engagements


"https://x.com/i/spaces/1gqxvrzzqmQxB https://x.com/i/spaces/1gqxvrzzqmQxB"  
[X Link](https://x.com/bitcoinbutcher1/status/1967392547644580066)  2025-09-15T00:58Z [----] followers, 44.7K engagements


"@Atzaran3 @danroberts0101 $nvda needs to start prioritizing $iren capacity"  
[X Link](https://x.com/bitcoinbutcher1/status/2020134466081968179)  2026-02-07T13:56Z [----] followers, [---] engagements


"@jiahanjimliu @bourneonthecob @AvivArazi @fluidstack @AnthropicAI Right but the question is in your opinion why not buy the GPUs and my guess is @AnthropicAI doesnt have the DC team members to execute GPU implementation and layout and needs @fluidstack @awscloud or @IREN_Ltd to compensate for that human capital void"  
[X Link](https://x.com/bitcoinbutcher1/status/2021308843381096920)  2026-02-10T19:42Z [----] followers, [---] engagements


"@JonahLupton @GoldmanSachs"  
[X Link](https://x.com/bitcoinbutcher1/status/2021366912677027956)  2026-02-10T23:33Z [----] followers, [---] engagements


"@othrwrldsthnths Not inside information merely speculation based on fact patterns identified"  
[X Link](https://x.com/bitcoinbutcher1/status/2021626652137026021)  2026-02-11T16:45Z [----] followers, [---] engagements


"@mikealfred Watch the recovery tomorrow after inflation is neutral or lower than expected. Everything being priced for end of the world"  
[X Link](https://x.com/bitcoinbutcher1/status/2021995867902009354)  2026-02-12T17:12Z [----] followers, [----] engagements


"@UKHarvey @Vivek4real_ @fundstrat I think long term we see $400k but after a 50% drawdown I see no signs of a supply shock to support your position"  
[X Link](https://x.com/bitcoinbutcher1/status/2022114628051120541)  2026-02-13T01:04Z [----] followers, [--] engagements


"@UKHarvey @Vivek4real_ @fundstrat @RemindMe_OfThis Guess Ill find out"  
[X Link](https://x.com/bitcoinbutcher1/status/2022119595944161502)  2026-02-13T01:24Z [----] followers, [--] engagements


"Check out what @unaibld sent me 👇 for $iren The yellow mark shows a similar reversal pattern potentially forming before the move from $14 to $76 over the summer if we hold the close Management keeps methodically moving $iren forward each day and we will soon get the deal we desire at Horizon [--] and Sweetwater [--] https://twitter.com/i/web/status/2019872791999439349 https://twitter.com/i/web/status/2019872791999439349"  
[X Link](https://x.com/anyuser/status/2019872791999439349)  2026-02-06T20:36Z [----] followers, [----] engagements


"From his post $IREN TA thoughts The market has respected the structural support at $39.70 both on the daily and weekly charts. This week $49.30 was decisively broken triggering a bearish cascade and liquidations that have pushed IREN into clearly depressed and arguably irrational https://t.co/zGYTUq7kfY $IREN TA thoughts The market has respected the structural support at $39.70 both on the daily and weekly charts. This week $49.30 was decisively broken triggering a bearish cascade and liquidations that have pushed IREN into clearly depressed and arguably irrational https://t.co/zGYTUq7kfY"  
[X Link](https://x.com/anyuser/status/2019889862703210933)  2026-02-06T21:44Z [----] followers, [----] engagements


"No commentary from @danroberts0101 on GPUs installed. Im willing to bet the $msft relationship and overall demand will help $iren outperform guidance at Prince George via higher rental hours @MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the long run. Achieving 0.4B ARR well before the end of this Q was very impressive. @MarkACleary2 @bitcoinbutcher1 @XCapitalMgmt The revenue miss was mostly because of BTC but it's whatever one quarter of catching up shouldn't be a concern for the"  
[X Link](https://x.com/bitcoinbutcher1/status/2020123177922228453)  2026-02-07T13:11Z [----] followers, 10.6K engagements


"Im unable to attend due family commitments this week but will be listening to this on my drive to work tomorrow. The skeptics say $iren cant while we know they will. @danroberts0101 is creating a monster with @marblesats @jiahanjimliu @__d_1ggin putting the puzzle pieces together for your alpha and entertainment. See everyone next week $IREN Weekly Space 2/8/2026 @ 9PM ET We don't do Super Bowl but it will be recorded. See you at 9PM ET. We will talk about IREN's software plans ERCOT batch [--] for undisclosed sites + open mic. Alpha guaranteed. RSVP: https://t.co/cQEa2NGJmY"  
[X Link](https://x.com/bitcoinbutcher1/status/2020514712610287958)  2026-02-08T15:07Z [----] followers, [----] engagements


"https://x.com/i/spaces/1jMKgRkWOrWxL https://x.com/i/spaces/1jMKgRkWOrWxL"  
[X Link](https://x.com/bitcoinbutcher1/status/2020824447238951333)  2026-02-09T11:37Z [----] followers, [----] engagements


"@rftylerpage On the $iren earnings call @danroberts0101 brought attention to the need for time to DC versus time to power in the markets and emphasized the interest in air cooled DCs You previously mentioned your cap ex expectations for Black Pearl air cooled DCs to be in line with liquid cooled cap ex after @awscloud but does an air cooled DC get constructed quicker Also can you comment if your team has the ability to run B200 or B300 GPUs in your air cooled DCs or if clients can use TPUs or Trainiums Congrats on the @MorganStanley upgrade https://twitter.com/i/web/status/2020901266205909257"  
[X Link](https://x.com/bitcoinbutcher1/status/2020901266205909257)  2026-02-09T16:43Z [----] followers, [----] engagements


"@McnallieM @cazenove_uk can you address this DC air cooled vs liquid cool nuance in your upcoming interview with Kent Draper"  
[X Link](https://x.com/bitcoinbutcher1/status/2020903297440178521)  2026-02-09T16:51Z [----] followers, [----] engagements


"👀those $iren @AnthropicAI rumors might not be so far fetched afterall @DarioAmodei 🤝 @danroberts0101 @mikealfred We will throw in the Kubernetes on that bare metal for the right price and scale to the 🌙 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by"  
[X Link](https://x.com/bitcoinbutcher1/status/2020911445475574233)  2026-02-09T17:23Z [----] followers, 19.8K engagements


"$iren Bare Metal + AI Factory 🏭 After listening to @FransBakker9812 hosted space from last night it's becoming more clear to me that $iren is further along in its transition to AI Factory predicted by @brianfry01 than I anticipated. In a recent post @jiahanjimliu broke down the nature of margin capture for neoclouds and large enterprises that circumvent Azure GCP and AWS: "However the true unlock comes from how ORCL achieved higher topline for bare metal GPUs. You see OpenAI Palantir Tiktok all use ORCL bare metal GPUs (1) and it's not because ORCL is better than MSFT AWS or GCP. It's"  
[X Link](https://x.com/bitcoinbutcher1/status/2021076813405933968)  2026-02-10T04:20Z [----] followers, [----] engagements


"$iren @EvolamTrades Cliff Notes: +-8.2 Enterprise Value / EBITDA based on current share price At a high level Enterprise Values is the total value of the company represented by sum of the debt (money borrowed) and equity (money invested) Heres what $iren can do to increase ARR and the multiple to increase EV and ultimately share price: 1) Deliver $msft flawlessly and expand multiple via execution risk upgrade 2) Continue executing shareholder accretive financing like $3.6B below 6% to address market concerns of financing IAAS expanding multiple further 3) Sign Horizon 5-10 to expand ARR but"  
[X Link](https://x.com/bitcoinbutcher1/status/2021621287727022219)  2026-02-11T16:24Z [----] followers, [----] engagements


"Good stuff @JoshInvestsAI 👇 Check out #3 and you will begin to understand the $iren opportunity. If ERCOT validates the company via Batch Zero while subsequently invalidating spreadsheet pipelines of the competition the ⚡ crunch gets more intense and $iren will secure better terms for SW and H5-10 $IREN Q2 [----] Earnings - Going into these earnings I was looking for a few answers to critical questions I had. I was really happy with the call and felt like management answered them really well. 1) How will they finance the remaining CapEx for the MSFT deal "So with the $IREN Q2 [----] Earnings -"  
[X Link](https://x.com/bitcoinbutcher1/status/2021630369213128809)  2026-02-11T17:00Z [----] followers, [----] engagements


"@warai_ein @ResearchVa @GoldmanSachs With a little help from my friend @ResearchVa"  
[X Link](https://x.com/bitcoinbutcher1/status/2021741310680457715)  2026-02-12T00:21Z [----] followers, [---] engagements


"@IrenSoFarAway @ResearchVa @GoldmanSachs"  
[X Link](https://x.com/bitcoinbutcher1/status/2021748310919245939)  2026-02-12T00:48Z [----] followers, [---] engagements


"@tennant_n @ResearchVa @GoldmanSachs Theres two pieces 1) rebalancing 2) passive bid for as long as $iren qualifies"  
[X Link](https://x.com/bitcoinbutcher1/status/2021760826731086247)  2026-02-12T01:38Z [----] followers, [---] engagements


"@UKHarvey @Vivek4real_ @fundstrat Well aware of the finite supply Harvey and do not understand the hostility There are plenty of legacy miners and treasury companies that cannot survive with this spot price You make it sound like I dont want it to happen"  
[X Link](https://x.com/bitcoinbutcher1/status/2022116889745609190)  2026-02-13T01:13Z [----] followers, [--] engagements


"@tennant_n @Jake__Wujastyk Hedging and rotation or sitting in cash a little different in severity"  
[X Link](https://x.com/bitcoinbutcher1/status/2022433942763397137)  2026-02-13T22:13Z [----] followers, [--] engagements


"@SteveUrkelDude Look at $coin That felt like crypto bottoming signal"  
[X Link](https://x.com/bitcoinbutcher1/status/2022445038693716330)  2026-02-13T22:57Z [----] followers, [---] engagements


"Ill put up the $iren community against any retail community in the 🌎 Another gem 👇 https://open.substack.com/pub/leoinai/p/iren-is-quietly-building-a-categoryr=8afua&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/leoinai/p/iren-is-quietly-building-a-categoryr=8afua&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/bitcoinbutcher1/status/2020300476059906086)  2026-02-08T00:55Z [----] followers, 18.5K engagements


"@__d_1ggin follow"  
[X Link](https://x.com/bitcoinbutcher1/status/2020303520206135507)  2026-02-08T01:07Z [----] followers, [----] engagements


"Did you read the work of @jiahanjimliu @__d_1ggin Feels unlikely. Is what youre providing really insight To say $iren is broke right now after showing a cash balance of over $3B and securing 3.6B of GPU financing under 6% shows negligence and/or financial illiteracy. Rather than cling to $iren for relevance make an objective criticism of our research as opposed to following share price like a 🐑 Your choice. Be better"  
[X Link](https://x.com/bitcoinbutcher1/status/2020462584256692488)  2026-02-08T11:39Z [----] followers, [----] engagements


"So @GoldmanSachs underwrote $iren convertible notes in December and grew their position after seeing behind the curtain. The downgrade in 🎯 from [--] to [--] is noise. Truth is they are likely buying more near the direct equity offering price of $41 for their clients before a new deal results in an upgrade where they benefit from the increased interest. Follow the money. Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits eh What would they know that Dipshit Danny on X who"  
[X Link](https://x.com/bitcoinbutcher1/status/2021353063873753549)  2026-02-10T22:38Z [----] followers, 27K engagements


"Good news for $iren Index inclusions = rebalancing Rebalancing represents shares of $iren being bought in the open market be included as part of the index Look for additional buying pressure here in the next few weeks as people either front run or for the actual rebalancing @MikePowerX any guidance on $spy or $qqq $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG"  
[X Link](https://x.com/bitcoinbutcher1/status/2021571613091573895)  2026-02-11T13:06Z [----] followers, 18K engagements


"MSCI Index Inclusion + $iren Deal Announcement = Share Price 📈🤯 leading to $qqq inclusion Warning: Informed Speculation NFA Here's some additional research on $iren being included in MSCI Global Small Cap Index announced yesterday on February 10: "The rebalancing (when the addition becomes effective meaning the stock is officially added to the index and passive funds / ETFs tracking it starts adjusting their holdings) takes places as of the close of February [--] 2026." (Gemini) "Impact on Volume: Investors should expect a massive spike in trading volume on that day. During previous quarterly"  
[X Link](https://x.com/bitcoinbutcher1/status/2021589864580358371)  2026-02-11T14:19Z [----] followers, 22K engagements


"RT @mattshumer_: http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"  
[X Link](https://x.com/bitcoinbutcher1/status/2021625683064320379)  2026-02-11T16:41Z [----] followers, 24.7K engagements


"As a follow up to earlier @ResearchVa passed along to show the @GoldmanSachs estimate on $iren passive flows from index inclusion $433m of estimated passive inflows into the 👸 The same bank told you the company is worth [--] You can take it from here NFA"  
[X Link](https://x.com/bitcoinbutcher1/status/2021717297061409058)  2026-02-11T22:45Z [----] followers, [----] engagements


"@pete_rizzo_ Sell me on why @binance is good for crypto. All I hear is how they screw their clients by trading against their order flow"  
[X Link](https://x.com/bitcoinbutcher1/status/2021765089896927369)  2026-02-12T01:55Z [----] followers, [---] engagements


"@Vivek4real_ @fundstrat has plenty to be proud of but I think hes doing a disservice to his reputation by continually saying we will go to [---] in a month"  
[X Link](https://x.com/bitcoinbutcher1/status/2022010297398309093)  2026-02-12T18:09Z [----] followers, [----] engagements


"$btc is the most hated asset right now which makes it attractive The Fear and Greed Index is currently showing levels of fear higher than: March [----] June [----] November [----] August [----] April [----] This is where winners are born. https://t.co/ubZV59dv1m The Fear and Greed Index is currently showing levels of fear higher than: March [----] June [----] November [----] August [----] April [----] This is where winners are born. https://t.co/ubZV59dv1m"  
[X Link](https://x.com/bitcoinbutcher1/status/2022028408323232073)  2026-02-12T19:21Z [----] followers, [----] engagements


"@UKHarvey @Vivek4real_ @fundstrat For your reference $mara $hut $clsk $riot all pivoting to AI currently and will likely offload treasuries over time to fund their cap ex"  
[X Link](https://x.com/bitcoinbutcher1/status/2022119142065914262)  2026-02-13T01:22Z [----] followers, [---] engagements


"@UKHarvey this shows how bearish I am on $btc"  
[X Link](https://x.com/bitcoinbutcher1/status/2022122611183165863)  2026-02-13T01:36Z [----] followers, [---] engagements


"@Jake__Wujastyk After CPI I dont understand the positioning by most people The Fed is behind the curve"  
[X Link](https://x.com/bitcoinbutcher1/status/2022372575347703914)  2026-02-13T18:09Z [----] followers, [----] engagements


"Join @closenberger and the gang Martket Talk: Open Mic -- Take [--] https://t.co/XthspjYZmo Martket Talk: Open Mic -- Take [--] https://t.co/XthspjYZmo"  
[X Link](https://x.com/bitcoinbutcher1/status/2022463751618974122)  2026-02-14T00:11Z [----] followers, [----] engagements


"$CIFR [----] Price Target - $65 (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 @fluidstack @Google resulting in 5.4% 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 0% interest and a capped call that essentially converts debt to equity at $23.22 per share. The company for now will pursue 100% ownership of sites and try to avoid JV (like"  
[X Link](https://x.com/bitcoinbutcher1/status/1973153942868742571)  2025-09-30T22:32Z [----] followers, 87.5K engagements


"$cifr @rftylerpage price action after the completion of delta hedging rebalancing by @BitfuryGeorge and end of Q3 shenanigans identified by @mikealfred as $btc enters Uptober Enjoy the show Quick Update on $CIFR: Bitfury has now completed its share sell-down to rebalance its global portfolio. Combined Bitfury/V3 ownership 16% (vs 80%+ at one time) greatly reducing overhang risk & boosting liquidity/free float. V3 may occasionally sell small amounts (2% Quick Update on $CIFR: Bitfury has now completed its share sell-down to rebalance its global portfolio. Combined Bitfury/V3 ownership 16% (vs"  
[X Link](https://x.com/bitcoinbutcher1/status/1973362277190701228)  2025-10-01T12:20Z [----] followers, 12.3K engagements


"$iren $cifr Fashionably Late to the AI Party There's a misconception in the Artificial Intelligence race that if you ain't first you're last (Yes that was Ricky Bobby reference) but lately I'm becoming more sold on late mover advantage often promoted by @litigious_dulce $iren $cifr may seemingly be walking into the party late but that's actually their advantage. Both companies had the foresight to acquire land and power interconnects years before it was cool in anticipation of global compute requiring exponentially more power. They overcame the stigma of bitcoin miner and moved closer to AI"  
[X Link](https://x.com/bitcoinbutcher1/status/1974281927860396431)  2025-10-04T01:14Z [----] followers, 15.3K engagements


"Next time someone says that vertical integration does not matter smile and walk away. $iren has no colocation fees Dont compare 🍎 to 🍊 $orcl $crwv $nbis $ORCL - ORACLE LOST NEARLY $100 MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER - THE INFORMATION $ORCL - ORACLE LOST NEARLY $100 MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER - THE INFORMATION"  
[X Link](https://x.com/bitcoinbutcher1/status/1975579643806699946)  2025-10-07T15:11Z [----] followers, 34.3K engagements


"You heard it here first 👇 $iren $iren 🤝 $nvda coming soon https://t.co/344RYyCtic $iren 🤝 $nvda coming soon https://t.co/344RYyCtic"  
[X Link](https://x.com/bitcoinbutcher1/status/1975926873642221631)  2025-10-08T14:10Z [----] followers, 22.5K engagements


"@mikealfred $iren under [--] and $cifr under [--] are just staring you in the face Take advantage"  
[X Link](https://x.com/bitcoinbutcher1/status/1975948783067242845)  2025-10-08T15:37Z [----] followers, 14.5K engagements


"$iren Ready for Prime Time Armed and lethal will fresh $1B at 0% and a cap call protection up to [---] for common Goldman and Citi invited the Queen to the Prom and shes the next big thing Additional hedging and sub [--] is a steal Good luck"  
[X Link](https://x.com/bitcoinbutcher1/status/1976248819051360317)  2025-10-09T11:30Z [----] followers, 15.4K engagements


"Definitely a 🫧 $iren $cifr $bitf This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread) https://t.co/xoN90stiki This is BEYOND insane: AI compute demand is now growing at over [--] TIMES the rate of Moores Law creating a massive shortage. Just to meet current demand $500 billion must be invested in data centers PER YEAR until [----]. What does this mean Let us explain. (a thread)"  
[X Link](https://x.com/bitcoinbutcher1/status/1976293294641442928)  2025-10-09T14:26Z [----] followers, 20K engagements


"Some said this was too bullish but the truth is I was too bearish and a refresh is coming soon for $iren @FransBakker9812 on holiday and gave yours truly the keys to the car for Sunday night Space with @TheKamaHsutra @litigious_dulce Comment below for suggestions on show topics. 1.2k attendance or bust Lets get it Sum of the Parts / $iren Share Price🎯/ $71 Q1'26 Our favorite legacy $btc ⛏turned neo ☁ survived the DeepSeek and Liberation Day fallout to rise up from $5 to $23 per share since April. Where does $iren go next after earnings Check out the model 👇 detailing how $iren"  
[X Link](https://x.com/bitcoinbutcher1/status/1976593612424016057)  2025-10-10T10:20Z [----] followers, 25.2K engagements


"🚨 Sunday Night Spaces $iren 🚨 Sunday October [--] 9:00 PM EST Invite to follow. Mark it. Alpha Team: assemble @FransBakker9812 @TheKamaHsutra @litigious_dulce"  
[X Link](https://x.com/bitcoinbutcher1/status/1977109977694454143)  2025-10-11T20:32Z [----] followers, [----] 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)  2025-10-12T10:24Z [----] followers, 28.9K engagements


"Set a reminder for my upcoming Space @FransBakker9812 @TheKamaHsutra @litigious_dulce https://x.com/i/spaces/1BRKjgjaEQNGw https://x.com/i/spaces/1BRKjgjaEQNGw"  
[X Link](https://x.com/bitcoinbutcher1/status/1977367543770702300)  2025-10-12T13:35Z [----] followers, 26.6K 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)  2025-10-16T20:01Z [----] followers, 21.5K engagements


"We went from power getting denied in being a threat to $iren to power approvals being accelerated being a threat in the in the same week from 🐻s Does anyone else see how illogical this looks Also its one thing to urge expedited approvals and its another for a government agencies and/or utilities to carry out these plans in a timely manner. Earnings are coming the first week of November and as a shareholder Im first to admit management bears the burden of proof with their grand plans but their track record speaks for itself. $IREN Time-to-Power moat in question @RealJimChanos US Energy Sec"  
[X Link](https://x.com/bitcoinbutcher1/status/1981772018233028770)  2025-10-24T17:17Z [----] followers, 23.4K engagements


"Guilty $iren $cifr $bitf $wulf Short a 🐂 and get the horns Heres to the RINOs: Retail in Name Only BREAKING: Short sellers are on track for their worst year since [----] and they are blaming retail investors per FT. BREAKING: Short sellers are on track for their worst year since [----] and they are blaming retail investors per FT"  
[X Link](https://x.com/bitcoinbutcher1/status/1983154189044989961)  2025-10-28T12:49Z [----] followers, 17.5K engagements


"$iren 11/6 Earnings Week Wish List 1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon [--] 2) 23k GPUs previously purchased all contracted with ARR of $300m 3) Additional GPU purchases with guidance for 100k operating by end of [----] 4) Expansion of Prince George and Mackenzie by additional [--] MW 5) More details on $nvda relationship 6) Plans for SW [--] 7) Update on development pipeline 8) Analyst coverage by $gs $c Special thanks to @roberto45580514 @willweathersby for their contributions"  
[X Link](https://x.com/bitcoinbutcher1/status/1983719507693613302)  2025-10-30T02:16Z [----] followers, 36.6K engagements


"🚨 $iren Sunday Night Space 🚨 We definitely need to talk about $corz $crwv @penny_ether Looking forward to it @FransBakker9812 @FransBakker9812 @mikealfred Yes I will join you this Sunday night but I can't promise to only talk about $IREN. @FransBakker9812 @mikealfred Yes I will join you this Sunday night but I can't promise to only talk about $IREN"  
[X Link](https://x.com/bitcoinbutcher1/status/1984281769697501339)  2025-10-31T15:30Z [----] followers, 12.6K engagements


"Just remember this weekend that there are no coincidences. Any short with a 🧠 will consider covering going into close and watch the AH activity. Expecting big things from @rftylerpage on Monday $cifr Good morning from Ann Arbornever noticed this restaurant before.there are no coincidences. $CIFR https://t.co/CV7QkkcFsp Good morning from Ann Arbornever noticed this restaurant before.there are no coincidences. $CIFR https://t.co/CV7QkkcFsp"  
[X Link](https://x.com/bitcoinbutcher1/status/1984319304561721527)  2025-10-31T17:59Z [----] followers, 34.3K engagements


"Sunday night you know the drill. @matthew_sigel gives the state of the union as we take a step back from $iren only and examine the digital economy as a whole along with upcoming earnings this week. 🔗 in post 👇 $IREN Weekly Space 11/2 at 9PM ET Join us tonight for another weekly space the last one before the earnings week kicks off 🔥 Today I am joined by @matthew_sigel @bitcoinbutcher1 @litigious_dulce @TheKamaHsutra See you 9PM ET Will be recorded https://t.co/4kl8X9JPD7 https://t.co/Mv5nkT8PWu $IREN Weekly Space 11/2 at 9PM ET Join us tonight for another weekly space the last one before"  
[X Link](https://x.com/bitcoinbutcher1/status/1984988854542074032)  2025-11-02T14:19Z [----] followers, 21.7K engagements


"Good start for $iren This feels like an appetizer $iren 11/6 Earnings Week Wish List 1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon [--] 2) 23k GPUs previously purchased all contracted with ARR of $300m 3) Additional GPU purchases with guidance for 100k operating by end of [----] 4) Expansion of Prince $iren 11/6 Earnings Week Wish List 1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon [--] 2) 23k GPUs previously purchased all contracted with ARR of $300m 3) Additional GPU purchases with guidance for 100k operating by end of [----] 4) Expansion of Prince"  
[X Link](https://x.com/bitcoinbutcher1/status/1985305448170610968)  2025-11-03T11:17Z [----] followers, 19.4K engagements


"To all of the kid analysts and ex mining executives out there hiding behind burner accounts wrong. Hide behind your burners and stay irrelevant. This life isnt for you. Enjoy the margin calls and / or lost profits"  
[X Link](https://x.com/bitcoinbutcher1/status/1985309894963077581)  2025-11-03T11:35Z [----] followers, [----] engagements


"Finally got a chance to listen to the $cifr call and as promised our man @rftylerpage masterfully laid out the vision of the company going forward. Some of my favorite quotes: "Our second long-term lease this time with Amazon proves that neither we nor West Texas are one-hit wonders." "This is not a fluke and will not be our last HPC deal." "Given the strength of the lease we have secured we believe that we will utilize debt financing to fund the majority of construction costs at the site and any remaining construction obligations will be funded from cash on hand with no need for further"  
[X Link](https://x.com/bitcoinbutcher1/status/1985688889680420974)  2025-11-04T12:41Z [----] followers, 10.5K engagements


"$cifr Proceeds for 💈 Barber Lake 💈 This is NOT a convertible bond. @rftylerpage confirmed no further equity issuance yesterday after building a war chest following the $1.3B convertible raise to set a defensive floor and now go on offense. Ignore the pre market nonsense. The future is too bright"  
[X Link](https://x.com/bitcoinbutcher1/status/1985704359775064257)  2025-11-04T13:43Z [----] followers, 26.3K engagements


"$btc getting smacked and decided its time to play the @mikealfred $ibit trade I went fairly close to the spot price and have the following: [--] strike [----] cost [-----] breakeven Less than 1% of the portfolio but like taking advantage of market fear and volatility Governments still deficit spend and will remain financially irresponsible Furthermore Fed is ending QT in early December Bullish"  
[X Link](https://x.com/bitcoinbutcher1/status/1985755400772231437)  2025-11-04T17:05Z [----] followers, 24.7K engagements


"Im waiting for institutional investors to digest this earnings call and realize they get $3.4B forward ARR for less than $20B for $iren Very interested to see how that will stack up against $crwv $nbis guidance next week. The battle lines are being drawn and I expect a clean fight. Cheer for your team and bring some objectivity to acknowledge the pros and cons of both your squad and your competition. May the best neocloud win"  
[X Link](https://x.com/bitcoinbutcher1/status/1986802638801834143)  2025-11-07T14:27Z [----] followers, 12.3K engagements


"Weve seen this movie before. Stimulus checks dividends all end up in risk assets. New Fed chair next year brings more dovish policy with QT ending in December. Midterms are [--] year out and the political class on both sides of the aisle are positioning. A deal for reopening will happen this week because neither party can bear responsibility for Thanksgiving travel or SNAP going into an election year. Dont hate the players just play the game. TRUMP: A dividend of at least $2000 a person (not including high income people) will be paid to everyone https://t.co/X31hivLQ6G TRUMP: A dividend of at"  
[X Link](https://x.com/bitcoinbutcher1/status/1987542239870882016)  2025-11-09T15:26Z [----] followers, 35.7K engagements


"$iren 🐂 s: @FransBakker9812 @TheKamaHsutra @litigious_dulce and I decided to give it a week to touch grass and digest all of the $msft details and also wait for @McnallieM @cazenove_uk interview with Kent. Your regular scheduled programming returns next Sunday at our regular time. Look out for $nbis $crwv earnings and study the competition this week. Institutions are about to digest earnings and expect coverage from $gs $citi along with these institutional buys. More clarity from budget resolution and CPI on Thursday will lead to a 🎅 rally. We remain as bullish as ever but just want to take"  
[X Link](https://x.com/bitcoinbutcher1/status/1987636516831502431)  2025-11-09T21:40Z [----] followers, 14.3K engagements


"Today sucks; no doubt about it. Remember every seller is met by a buyer. Were still 9-10x off April lows and the fundamentals remain the same. Survive and advance. $iren $cifr $bitf $wulf"  
[X Link](https://x.com/bitcoinbutcher1/status/1989042312068935778)  2025-11-13T18:46Z [----] followers, 12.7K engagements


"$iren Space Sunday Night Theme: Staying Alive $IREN Weekly Space 11/16 @ 9PM ET This Sunday we will zoom in on the Microsoft deal. Talk about why the market sold off all the tech stocks. Explain why vertical integration will make IREN win and talk about $CRWV. Join us at 9PM ET. Will be recorded https://t.co/Xieyw55MzZ https://t.co/8so5URpMEr $IREN Weekly Space 11/16 @ 9PM ET This Sunday we will zoom in on the Microsoft deal. Talk about why the market sold off all the tech stocks. Explain why vertical integration will make IREN win and talk about $CRWV. Join us at 9PM ET. Will be recorded"  
[X Link](https://x.com/bitcoinbutcher1/status/1989740226382848322)  2025-11-15T17:00Z [----] followers, 11.4K engagements


"@dotkrueger ETF fees and $mstr performance also matter at the moment in time and seeing @saylor on CNBC"  
[X Link](https://x.com/bitcoinbutcher1/status/1860779218646282520)  2024-11-24T20:15Z [----] followers, [---] engagements


"Bitcoin ⛏: The X Factor of $IREN If you missed @KashRamki and @awilkinson Space a few days back than you can understand $iren will do well with their [----] GW portfolio due to the global shortage of ⚡capacity for GPUs🔌due to the proliferation of AI and gives an adequate margin of safety to institutions. The base case assumes simply enterprise software solutions likely via colocation but also leaves upside for AI colocation that will command higher lease rates due to rack density requirements and HPC solutions performed in-house with higher margins. Furthermore I would respectfully press"  
[X Link](https://x.com/anyuser/status/1944393707664310274)  2025-07-13T13:49Z [----] followers, 33.9K engagements


"@TheKamaHsutra @litigious_dulce @midlevelcruiser @hashoveride https://x.com/i/spaces/1OwGWegvMvAxQ https://x.com/i/spaces/1OwGWegvMvAxQ"  
[X Link](https://x.com/anyuser/status/1967685152676647165)  2025-09-15T20:21Z [----] followers, 109.3K engagements


"@pilot_brah @BitcoinAIGuy @AlexSchettino @realzachp Set my 🥩 counter before we 🚀"  
[X Link](https://x.com/bitcoinbutcher1/status/2011411956771787157)  2026-01-14T12:15Z [----] followers, [----] engagements


"https://x.com/i/spaces/1nAKEEYoBrXKL https://x.com/i/spaces/1nAKEEYoBrXKL"  
[X Link](https://x.com/bitcoinbutcher1/status/2013068571631337720)  2026-01-19T01:58Z [----] followers, 20.8K engagements


"@FransBakker9812 @Tech_Journalism @SemiAnalysis_ People sleep or operate in tents rarely by choice usually necessity. $iren fixes this"  
[X Link](https://x.com/anyuser/status/1945885768255205740)  2025-07-17T16:38Z [----] followers, [----] engagements


"Set a reminder for my upcoming Space https://x.com/i/spaces/1gqxvrzzqmQxB https://x.com/i/spaces/1gqxvrzzqmQxB"  
[X Link](https://x.com/anyuser/status/1967322271816806811)  2025-09-14T20:19Z [----] followers, 20.7K engagements

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