# ![@danroberts0101 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4543883844.png) @danroberts0101 Daniel Roberts

Daniel Roberts posts on X about $iren, ai, data, bitcoin the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::4543883844/interactions)
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- [--] Week [------] -94%
- [--] Month [-------] -77%
- [--] Months [---------] -72%
- [--] Year [----------] -80%

### Mentions: [--] [#](/creator/twitter::4543883844/posts_active)
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- [--] Month [--] +5%
- [--] Months [--] -51%
- [--] Year [---] -31%

### Followers: [------] [#](/creator/twitter::4543883844/followers)
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- [--] Week [------] +0.72%
- [--] Month [------] +7.80%
- [--] Months [------] +98%
- [--] Year [------] +140%

### CreatorRank: [-------] [#](/creator/twitter::4543883844/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4543883844/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  52.83% [cryptocurrencies](/list/cryptocurrencies)  21.7% [finance](/list/finance)  20.75% [technology brands](/list/technology-brands)  11.32% [fashion brands](/list/fashion-brands)  0.94% [travel destinations](/list/travel-destinations)  0.94%

**Social topic influence**
[$iren](/topic/$iren) #87, [ai](/topic/ai) 29.25%, [data](/topic/data) #125, [bitcoin](/topic/bitcoin) 20.75%, [center](/topic/center) #493, [in the](/topic/in-the) 12.26%, [$irens](/topic/$irens) #2, [infrastructure](/topic/infrastructure) #28, [data centers](/topic/data-centers) #30, [market](/topic/market) 7.55%

**Top accounts mentioned or mentioned by**
[@jiahanjimliu](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@irenltd](/creator/undefined) [@iren_ltd](/creator/undefined) [@atzaran3](/creator/undefined) [@nvidia](/creator/undefined) [@ilzmcfly](/creator/undefined) [@fransbakker9812](/creator/undefined) [@glenchernen](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@cnbcovertime](/creator/undefined) [@thebigdegen](/creator/undefined) [@xcapitalmgmt](/creator/undefined) [@traderzmoon](/creator/undefined) [@otium33](/creator/undefined) [@rhouseresearch](/creator/undefined) [@irisenergyco](/creator/undefined) [@agrippainv](/creator/undefined) [@avivarazi](/creator/undefined) [@_sgr_a_star](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A great week And a big [--] months ahead. $IREN @IREN_Ltd"  
[X Link](https://x.com/anyuser/status/1817117811631919255)  2024-07-27T08:40Z 30.3K followers, 41.5K engagements


"The Fourth Industrial Revolution is defined by GPUs as the new workers. i.e. millions of computers inside AI factories turning raw data into intelligence. Everyone talks about Time to Power. An even bigger bottleneck is Time to Data Center or more simply Time to Compute. Thats the race. Were living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time its different. Inside these new AI factories the workers arent people on assembly lines theyre GPUs clustered Were living through the Fourth Industrial"  
[X Link](https://x.com/anyuser/status/1974060043885817942)  2025-10-03T10:32Z 30.3K followers, 135.2K engagements


"If you're unsure about or negative on Bitcoin now might be a good time to challenge that perspective. I also initially dismissed it as magic internet money. Ironically it actually is and is likely to be one of humanity's greatest discoveries"  
[X Link](https://x.com/anyuser/status/1616571700526604290)  2023-01-20T23:01Z 30.3K followers, 61.9K engagements


"The NSA invented Bitcoin [----] paper titled: HOW TO MAKE A MINT: THE CRYPTOGRAPHY OF ANONYMOUS ELECTRONIC CASH* Sources include "Tatsuaki Okamoto" 😳 Who else would be able to sit anonymously on [--] million coins. Oh and they invented SHA-256. https://groups.csail.mit.edu/mac/classes/6.805/articles/money/nsamint/nsamint.htm https://groups.csail.mit.edu/mac/classes/6.805/articles/money/nsamint/nsamint.htm"  
[X Link](https://x.com/anyuser/status/1702440110002729356)  2023-09-14T21:52Z 30.3K followers, 2.4M engagements


"The $7 trillion race is on. McKinsey just confirmed what many of us already knew: AI is triggering a compute boom with data center investment projected to hit $7 trillion by [----]. Thats why were building. At $IREN were not waiting to see how this plays out were already deep in it. Because the real bottleneck in AI isnt models. Its power and infrastructure. Our Sweetwater Hub is at the forefront: 2GW of contracted capacity Closed-loop cooling (no ongoing water draw) 6ms latency to Dallas-Fort Worth 1800+ acres of build-ready land And heres the truth: If you havent already started development"  
[X Link](https://x.com/anyuser/status/1918500310382985571)  2025-05-03T02:58Z 30.3K followers, 178.7K engagements


"Powering the Yottaverse $IREN #Yotta2025 @kentpdraper"  
[X Link](https://x.com/anyuser/status/1965242531689713953)  2025-09-09T02:35Z 30.3K followers, 37.9K engagements


"Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day the gap becomes more real"  
[X Link](https://x.com/anyuser/status/2002917139142082797)  2025-12-22T01:40Z 30.3K followers, 295.9K engagements


"5/ Power portfolio We added a new 1.6GW site in Oklahoma taking total secured power to 4.5GW. Fully secured power remains scarce and this scale supports ongoing customer engagement"  
[X Link](https://x.com/danroberts0101/status/2019617876429402564)  2026-02-06T03:43Z 30.3K followers, 23.1K engagements


"1/ Capital We secured $3.6bn of committed GPU financing for the Microsoft contract at 6% p.a. Combined with the $1.9bn Microsoft prepayment that covers 95% of GPU-related capex at an average interest cost just over 3%"  
[X Link](https://x.com/danroberts0101/status/2019617867273236853)  2026-02-06T03:43Z 30.3K followers, 28.6K engagements


"2/ Expansion Deployment of 140k GPUs remains on track supporting our $3.4bn ARR target by the end of [----]. Demand across hyperscale and enterprise customers continues to build"  
[X Link](https://x.com/danroberts0101/status/2019617869324316928)  2026-02-06T03:43Z 30.3K followers, 20.4K engagements


"3/ Execution Construction across Horizon [--] remains aligned with Microsoft deployment timelines. Ongoing sequencing of data center delivery and GPU installs continues to be a focus"  
[X Link](https://x.com/danroberts0101/status/2019617871400431717)  2026-02-06T03:43Z 30.1K followers, 16.8K engagements


"4/ British Columbia Fit-outs for NVIDIA B200/B300 deployments at Prince George are complete and awaiting remaining GPU deliveries. The ASIC-to-GPU transition at Mackenzie and Canal Flats is progressing alongside active customer discussions"  
[X Link](https://x.com/danroberts0101/status/2019617873254387720)  2026-02-06T03:43Z 30.3K followers, 34.1K engagements


"- [--] year pay back on GPUs - the last [--] years of MSFT contract then pay off the data centers too - year [--] onwards = free data centers (for colo or cloud) + any residual value in the GB300s Or you can sign a colo deal and wait 10++ years to get your capital back on the data centers. I'll take option [--] thanks and keep compounding shareholder returns into the AI thematic"  
[X Link](https://x.com/danroberts0101/status/1999638206208458934)  2025-12-13T00:31Z 30.3K followers, 680.8K engagements


"What do coal and compute for AI have in common More than you might think. 🛢💻🤖 Back in the 19th century the steam engine made coal use more efficient. However instead of reducing coal consumption demand surged ushering in the industrial revolutiona phenomenon known as Jevons' paradox. Fast forward to today and were seeing history repeat itselfbut this time with AI and compute. As AI becomes more efficient and cheaper to run demand for computing power is increasing not decreasing. 🚀 Weve reached a point where AI and demand for compute is scaling rapidlysparking major demand for data centers"  
[X Link](https://x.com/anyuser/status/1848229615871168942)  2024-10-21T05:07Z 30.3K followers, 229.5K engagements


"This kind of momentum gives me and Will space to think bigger. If you were building on top of it what would you do next The pace of progress at Childress is accelerating Just months after breaking ground Horizon [--] electrical and mechanical works are well underway Horizon [--] data halls are rising Horizon 3-4 civils have commenced and more than [----] workers are active on site bringing this https://t.co/HVjMSBhZ5Q The pace of progress at Childress is accelerating Just months after breaking ground Horizon [--] electrical and mechanical works are well underway Horizon [--] data halls are rising Horizon"  
[X Link](https://x.com/anyuser/status/2002155744251314400)  2025-12-19T23:15Z 30.3K followers, 227K engagements


"Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong enough to briefly overwhelm the site at release. If you missed the deck its available here: 👉 The past few months have seen continued progress across capacity customers and capital. Demand remains the strongest weve seen and importantly were building the infrastructure and capital structure required to deliver against it. Were still at an early stage of our AI Cloud build-out but have already scaled ARR under contract to more than $2.3bn. Our $3.4bn ARR target utilizes only a"  
[X Link](https://x.com/anyuser/status/2019617864723099958)  2026-02-06T03:43Z 30.3K followers, 168.1K engagements


"After market close today one of the Wall St banks asked us to deliver a presentation on Datacenters & Bitcoin Mining. Over [---] investors dialed in 👀 A thread. 🧵 $IREN"  
[X Link](https://x.com/anyuser/status/1800282963437064695)  2024-06-10T21:44Z 30.3K followers, 272.2K engagements


"Kicking off another big day at Childress. [---] on site today. $IREN @IREN_Ltd"  
[X Link](https://x.com/anyuser/status/1816879074096349244)  2024-07-26T16:51Z 30.3K followers, 50.9K engagements


"🏗 Breaking Ground at Sweetwater Work is officially underway at Sweetwater marking a major milestone in $IRENs expansion. This site will host 1400MW⚡of high-performance computing data centers reinforcing our commitment to scalable next-generation infrastructure. 🌍 More updates to come as we build"  
[X Link](https://x.com/anyuser/status/1893027874430652782)  2025-02-21T19:59Z 30.3K followers, 59.5K engagements


"Like beavers building a dam. quiet work until the river changes course and the landscape looks different"  
[X Link](https://x.com/danroberts0101/status/1912995662922490129)  2025-04-17T22:24Z 30.3K followers, 177.3K engagements


"$IREN Is compute the new oil of #AI infrastructure Lets find out on our master stage #Raisesummit https://t.co/xcgniZ2HFs https://t.co/dNHlP0wVAf Is compute the new oil of #AI infrastructure Lets find out on our master stage #Raisesummit https://t.co/xcgniZ2HFs https://t.co/dNHlP0wVAf"  
[X Link](https://x.com/anyuser/status/1942507904847995099)  2025-07-08T08:55Z 30.3K followers, 47.3K engagements


"Big few months ahead as we bring online one of the worlds largest liquid-cooled AI data centers. 50MW of direct-to-chip IT load with day one rack density of 200kW At $IREN were building not just what AI demands now but what AI demands next. https://t.co/TxkAqft7TX At $IREN were building not just what AI demands now but what AI demands next. https://t.co/TxkAqft7TX"  
[X Link](https://x.com/anyuser/status/1948871101737484545)  2025-07-25T22:20Z 30.3K followers, 110.4K engagements


"This CNBC interview is a little dated but the message still holds. $IRENs origin story and our same belief today - data center capacity is highly unlikely to ever keep up with demand"  
[X Link](https://x.com/anyuser/status/1956907962414555348)  2025-08-17T02:36Z 30.3K followers, 72K engagements


"Largest Australian companies by market cap. $IREN on the up"  
[X Link](https://x.com/anyuser/status/1963058817660301616)  2025-09-03T01:57Z 30.3K followers, 76K engagements


"$1.0bn $IREN convertible: 0% coupon No dilution until $120/share (100% premium) Best priced 5yr convertible w/ no put since [----] Strong long-only order book 3rd convertible issuance in [--] months Congrats to the team $IREN is pleased to announce the closing of its $1.0 billion convertible notes offering. Key details of the transaction: - Oversubscribed $875m offering plus $125m greenshoe - Net proceeds of approximately $979.0m - 0.00% coupon 42.5% conversion premium - No put option for https://t.co/4s6Rmxfl37 $IREN is pleased to announce the closing of its $1.0 billion convertible notes"  
[X Link](https://x.com/anyuser/status/1978208483305554085)  2025-10-14T21:17Z 30.3K followers, 352.5K engagements


"As the New Year gets underway the opportunity ahead for $IREN and energy-intensive computing has never been clearer. Model capability keeps accelerating AI adoption is broadening and demand for compute is rising faster than most expected. When Will and I set out to build this business [--] years ago we had a simple goal: to create a data center platform capable of supporting the next generation of energy-intensive computing. From the start we designed the platform with a wide range of use cases in mind including machine learning video rendering and what would eventually become todays AI"  
[X Link](https://x.com/anyuser/status/2006847232574894101)  2026-01-01T21:57Z 30.3K followers, 268.3K engagements


"At $IREN were continuing to bet that demand for energy-intensive compute compounds faster than real-world infrastructure can be built - and were positioning the business accordingly. "Microsoft is coming to Childress. Earlier this month the software giant signed a $9.7 billion cloud-services contract with IREN to expand its rural data-center site to process Microsofts workloads for artificial intelligence." Read more from @WSJ about how $IREN's vertically "Microsoft is coming to Childress. Earlier this month the software giant signed a $9.7 billion cloud-services contract with IREN to expand"  
[X Link](https://x.com/danroberts0101/status/2007612665955512448)  2026-01-04T00:38Z 30.3K followers, 364K engagements


"6/ Consistency Whats been consistent for us is execution. Weve delivered data center capacity on time and at scale over multiple cycles and customers continue to value reliability as much as performance"  
[X Link](https://x.com/danroberts0101/status/2019617878228779453)  2026-02-06T03:43Z 30.3K followers, 49.8K engagements


"😂❤ @FransBakker9812 now having to monitor multiple locations via satellite be like https://t.co/jGXAL7PG5V @FransBakker9812 now having to monitor multiple locations via satellite be like https://t.co/jGXAL7PG5V"  
[X Link](https://x.com/danroberts0101/status/1893036112500924791)  2025-02-21T20:32Z 12.8K followers, 10.7K engagements


"https://x.com/IREN_Ltd/status/1912941614814609651s=19 West Texas - where power meets connectivity. $IREN #AI #HPC https://t.co/wbJH1bpTRx https://x.com/IREN_Ltd/status/1912941614814609651s=19 West Texas - where power meets connectivity. $IREN #AI #HPC https://t.co/wbJH1bpTRx"  
[X Link](https://x.com/danroberts0101/status/1931093112920953009)  2025-06-06T20:57Z 28K followers, [----] engagements


"@brianfry01 @mikealfred Great flashback @brianfry01 fond memories ❤"  
[X Link](https://x.com/danroberts0101/status/1969174556569923736)  2025-09-19T22:59Z 28.3K followers, [----] engagements


"@theBTCMiningGuy I was wondering if anyone would notice that 😀"  
[X Link](https://x.com/danroberts0101/status/2002157563962667483)  2025-12-19T23:22Z 25.6K followers, 11.1K engagements


"@RHouseResearch Paying off an entire data center in [--] years sounds reasonably attractive especially if you expect data centers to be around for a little while"  
[X Link](https://x.com/danroberts0101/status/2002171281157075321)  2025-12-20T00:16Z 26.3K followers, 13K engagements


"@RHouseResearch Your analysis omits several material items. For anyone looking for the full commercial context we covered the return framework in detail on our most recent earnings call and disclosures. Ill stop here. https://edge.media-server.com/mmc/p/xqn5ku83/3/ https://edge.media-server.com/mmc/p/xqn5ku83/3/"  
[X Link](https://x.com/danroberts0101/status/2002185344024998021)  2025-12-20T01:12Z 26.9K followers, 17.6K engagements


"1/ What is bitcoin mining The question weve heard a few times now"  
[X Link](https://x.com/danroberts0101/status/1432143195635216384)  2021-08-30T00:48Z 28.7K followers, [---] engagements


"6ms round-trip to the [----] N. Stemmons Freeway carrier hotel in Dallas-Fort Worth. To pre-empt a related follow-up question or observation Im inclined to think West Texas is on track to become an availability region for hyperscalers potentially unlocking broader DC workloads beyond AI training and inference"  
[X Link](https://x.com/danroberts0101/status/1917507279106236721)  2025-04-30T09:12Z 30.3K followers, 79.8K engagements


"Solving the datacenter shortage 600MW at a time with 100% renewable energy. #GenAI @nvidia @irisenergyco #bitcoin #IREN"  
[X Link](https://x.com/anyuser/status/1772363883635703901)  2024-03-25T20:44Z 30.3K followers, 34.9K engagements


"A few people asking how the numbers look for each new EH/s of capacity we are adding. [--] EH/s = $30m capex - Revenue: $19.6 million - Electricity cost: $4.5 million - Hardware Profit: $15.2 million - Payback period: [--] months miners only [--] months miners + infrastructure $65k BTC [-----] MW power draw [---] cent power cost [---] tx fees/block 0.15% pool fees $IREN https://www.coinwarz.com/mining/bitcoin/calculatorh=1000&p=15450000&pc=0.033&pf=0.15&d=83148355189240.00000000&r=3.42500000&er=1&btcer=65000&ha=PH&hc=&hs=-1&hq=1"  
[X Link](https://x.com/anyuser/status/1791246426418413630)  2024-05-16T23:16Z 30.3K followers, 91.8K engagements


"Our fans are big fans Congrats on the similar design we will have 500MW of datacenters finished in the next [--] months though Happy to chat if you need capacity. We are nothing without our fans We are nothing without our fans"  
[X Link](https://x.com/anyuser/status/1803943521474482659)  2024-06-21T00:10Z 30.3K followers, 53.7K engagements


"Mic'ed up and ready to roll"  
[X Link](https://x.com/anyuser/status/1805389267486884339)  2024-06-24T23:55Z 30.3K followers, 14.5K engagements


"New miners arriving on site $IREN @IREN_Ltd"  
[X Link](https://x.com/anyuser/status/1816574672374575259)  2024-07-25T20:42Z 30.3K followers, 54.7K engagements


"$IREN July power costs were very high and managing our #1 expense is front of mind as we build out our 750MW Childress site. A thread 🧵"  
[X Link](https://x.com/anyuser/status/1821480737234698417)  2024-08-08T09:37Z 30.3K followers, 153.1K engagements


"Everyone visiting Childress is amazed by the scale of the operation. Building in the real world is tough but constructing 50MW of data centers every month is even tougher. I was able to tour $IREN s Childress site last Friday to talk about BESS. After seeing in person I can confirm: ⚡The scale and size of their operations are impressive. There were over [---] people on site working that day ⚡Data centers are very high-end. Squeaky clean https://t.co/WH2UgW8tz4 I was able to tour $IREN s Childress site last Friday to talk about BESS. After seeing in person I can confirm: ⚡The scale and size of"  
[X Link](https://x.com/anyuser/status/1846648856177791474)  2024-10-16T20:26Z 30.3K followers, 22.3K engagements


"Installing @nvidia's latest-generation H200 GPUs in $IREN data centers 💥 Accelerating the expansion of our AI Cloud Service"  
[X Link](https://x.com/anyuser/status/1850000873906188636)  2024-10-26T02:25Z 30.3K followers, 53.1K engagements


"Fiber-packed 🌀 Setting up @nvidia HGX H200 GPU servers with a robust fiber network to enhance performance and efficiency"  
[X Link](https://x.com/anyuser/status/1854529562673090711)  2024-11-07T14:21Z 30.3K followers, 24.8K engagements


"West Texas is experiencing a surge in data center demand where renewable energy penetration now exceeds 80%. On the road to Childress the vast solar installations are an unmistakable sign of the regions transition to sustainable energy"  
[X Link](https://x.com/anyuser/status/1856667329012400594)  2024-11-13T11:56Z 30.3K followers, 46.4K engagements


"Appreciate the support @Agrippa_Inv $IREN - Complete A-Z investment case In this post Ill cover why I expect this hyper-growth stock to crack $150 over the next [--] monthsrepresenting a gain of 1150% from its current price of $12 📈 I went All-In this stock and for good reason. 🧵 https://t.co/mx4a7rqzZR $IREN - Complete A-Z investment case In this post Ill cover why I expect this hyper-growth stock to crack $150 over the next [--] monthsrepresenting a gain of 1150% from its current price of $12 📈 I went All-In this stock and for good reason. 🧵 https://t.co/mx4a7rqzZR"  
[X Link](https://x.com/anyuser/status/1857019457870164187)  2024-11-14T11:15Z 30.3K followers, 22.1K engagements


"IRENman @IREN_Ltd @danroberts0101 @CNBCOvertime https://t.co/UfhjqI4pGH @IREN_Ltd @danroberts0101 @CNBCOvertime https://t.co/UfhjqI4pGH"  
[X Link](https://x.com/anyuser/status/1866303798844825823)  2024-12-10T02:07Z 30.3K followers, 21.5K engagements


"Not really a simple yes/no. These decisions evolve through ongoing customer conversations and capex decision points. Recent news doesnt prompt a course change - in fact there are compelling reasons why this may even accelerate demand. That said this is exactly why weve preserved optionality - from end markets to infrastructure to capital. $IREN $IREN POLL with todays crash of anything DC related will IREN move forward with liquid cooling retrofit at Childress . or hold off for a while if you vote for the former you probably believe a deal is de facto secured $IREN POLL with todays crash of"  
[X Link](https://x.com/anyuser/status/1884114544680919115)  2025-01-28T05:41Z 30.3K followers, 28.6K engagements


"@Agrippa_Inv @chieff_x We are listening. Thank you"  
[X Link](https://x.com/anyuser/status/1896747402784334254)  2025-03-04T02:19Z 30.3K followers, 10.5K engagements


"This is partly why we've been selective about potential transactions especially those that dont maximize our revenue per MW. e.g. simple ground leases. Nvidia CEO Every single data center in the future will be power limited. Your revenues will be power limited I still dont get why $IREN is not already at $15-$20. $6.50 is going to look so cheap by EOY https://t.co/fgWuenIzSl Nvidia CEO Every single data center in the future will be power limited. Your revenues will be power limited I still dont get why $IREN is not already at $15-$20. $6.50 is going to look so cheap by EOY"  
[X Link](https://x.com/anyuser/status/1902403099962327202)  2025-03-19T16:53Z 30.3K followers, 27.3K engagements


"An oldie but a goodie. Still makes you think"  
[X Link](https://x.com/anyuser/status/1944397515496751203)  2025-07-13T14:04Z 30.3K followers, 17.6K engagements


"So the more I speak with people in the ecosystem the clearer it seems that AI models are now looking to learn from synthetic data. Basically content generated by other AIs instead of by humans. This might seem like a small shift but its potentially pretty significant. It means models can improve by training on their own outputs or learning from each other not just relying on human input. I'm not sure it's quite self-learning yet but were seemingly getting closer to something like that. If these feedback loops start to work reliably progress could accelerate fast and in ways that are hard to"  
[X Link](https://x.com/anyuser/status/1945142733934350475)  2025-07-15T15:25Z 30.3K followers, 15.9K engagements


"🤖🌥❤ $IREN"  
[X Link](https://x.com/anyuser/status/1961238871796289733)  2025-08-29T01:25Z 30.3K followers, 83.3K engagements


"Seen this movie 🎬 before From $IREN Aug-25 earnings. @danroberts0101 called then what the market is realizing today. *The reason I believe in $IREN's AI cloud scale-up is because I watched them call an insane mining EH/s expansion target (that no other miner had ever done) and deliver on-time when https://t.co/f5WKgYQ943 From $IREN Aug-25 earnings. @danroberts0101 called then what the market is realizing today. *The reason I believe in $IREN's AI cloud scale-up is because I watched them call an insane mining EH/s expansion target (that no other miner had ever done) and deliver on-time when"  
[X Link](https://x.com/anyuser/status/1999639132692447729)  2025-12-13T00:34Z 30.3K followers, 137.4K engagements


"@nocoinmaxgrift None of those have a finite supply"  
[X Link](https://x.com/danroberts0101/status/1745336810602213567)  2024-01-11T06:48Z 29.9K followers, 32.3K engagements


"Bitcoin is back to $23000. Bear market over $600k per Bitcoin is gold parity 🤷♂ Bitcoin is better at being gold than gold. Scarcity durability transferability divisibility. Bitcoin to $300k in the next cycle 50% of gold market cap doesn't seem crazy"  
[X Link](https://x.com/anyuser/status/1616910347369345024)  2023-01-21T21:27Z 30.3K followers, 24K engagements


"Banking Crisis [---] You didn't 'deposit' your money with a bank. You made an unsecured loan. The banks don't have your money now. They lost it gambling on long term bonds and mortgage securities as their prices cratered from the Fed dialling up rates. There isn't enough money for everyone unless the Fed prints more. This is why Bitcoin. Still only [--] million of them. Still transactions every [--] minutes. #bitcoin #banks #money"  
[X Link](https://x.com/anyuser/status/1638439898914123776)  2023-03-22T07:18Z 30.3K followers, 423K engagements


"Yes we were paid to produce Bitcoin last month in Texas. US$28k per Bitcoin in *negative* electricity costs; plus US$28k per Bitcoin when we sold it. US$7m of mining profit for the month across our four North American sites. $IREN Aug-23 Update - Negative 8c power at Childress in August $56k mining profit per #BTC - Targeting next-gen compute and generative #AI with @NVIDIA H100 GPUs - Avg hashrate of [----] PH/s [---] #BTC mined $11.5m revenue $IREN Aug-23 Update - Negative 8c power at Childress in August $56k mining profit per #BTC - Targeting next-gen compute and generative #AI with @NVIDIA"  
[X Link](https://x.com/anyuser/status/1699510501431247147)  2023-09-06T19:50Z 30.3K followers, 209K engagements


"Those who think Bitcoin is 'old tech' just don't get it. Its simplicity is a feature not a bug. Bitcoin is deeply liquid moves at the speed of light yet holds its value for generations. No other asset on the planet can do this. Gold got closest; Gold [---] is simply better"  
[X Link](https://x.com/anyuser/status/1711243469430337556)  2023-10-09T04:53Z 30.3K followers, 40.3K engagements


"Gold cannot compete with #Bitcoin - in [--] years the gold supply will double. - in [---] years it will grow 7x. - in [---] years there will still only be [--] million #Bitcoin The store of value debate is quite simple"  
[X Link](https://x.com/anyuser/status/1715518233070199278)  2023-10-20T23:59Z 30.3K followers, 13.4K engagements


"Someone just told me that a #Bitcoin ETF cannot be approved. Because apparently there aren't enough coins available to meet demand and you can't make more of them. THIS. IS. THE. POINT. 👏🤦♂"  
[X Link](https://x.com/anyuser/status/1715575681768448402)  2023-10-21T03:48Z 30.3K followers, 110.6K engagements


"Bitcoin is a bubble. Dead. Tulips. Nope you just don't understand it. In [--] months I look forward to reposting this chart. [--]. Macro liquidity cycle turning [--]. ETFs imminent [--]. Halving in [---] days' time Bitcoin not crypto. p.s. yes that is $500k and $2.5m per coin on the vertical axis"  
[X Link](https://x.com/anyuser/status/1744499718783471664)  2024-01-08T23:21Z 30.3K followers, 73.8K engagements


"There's a major issue with the #Bitcoin ETFs which few are acknowledging. We've never had an ETF where the underlying has a limited supply. 😬 If ETFs buy the 30% of available #Bitcoin or those holders also refuse to sell then we have a major problem. 😧"  
[X Link](https://x.com/anyuser/status/1745321975227019729)  2024-01-11T05:49Z 30.3K followers, 1.3M engagements


"10 EH/s ahead of schedule ✅ Now we accelerate. big few months ahead🤠 $IREN @irisenergyco"  
[X Link](https://x.com/anyuser/status/1791548146826514438)  2024-05-17T19:15Z 30.3K followers, 23.6K engagements


"Construction momentum continues $IREN"  
[X Link](https://x.com/anyuser/status/1809475069497995601)  2024-07-06T06:30Z 30.3K followers, 37.3K engagements


"As a public company we are limited in how much we can say about reports of a certain nature. We encourage debate and value intellectually honest discourse. However not all engagement meets these standards. We remain focused on our growth to [--] EH/s of mining capacity this year serving our AI cloud service customers and pursuing monetization opportunities for our broader power and land portfolio. $IREN @IREN_Ltd"  
[X Link](https://x.com/anyuser/status/1811609694856982797)  2024-07-12T03:53Z 30.3K followers, 94.9K engagements


"Big day ahead @IREN_Ltd $IREN"  
[X Link](https://x.com/anyuser/status/1815731171696783590)  2024-07-23T12:50Z 30.3K followers, 18.7K engagements


"Thanks @MorganLBrennan @jonfortt & the @CNBCOvertime team. We've had a fantastic year and the next one is looking just as promising. 👊 $IREN "We have [----] megawatts of power and land secured.the opportunity to explore partners and monetize that is something we're really excited about" @IREN_Ltd Co-CEO Dan Roberts $IREN @MorganLBrennan @JonFortt #AI #Bitcoin #renewables https://t.co/cgD4pAXMRH "We have [----] megawatts of power and land secured.the opportunity to explore partners and monetize that is something we're really excited about" @IREN_Ltd Co-CEO Dan Roberts $IREN @MorganLBrennan"  
[X Link](https://x.com/anyuser/status/1829633005926957173)  2024-08-30T21:31Z 30.3K followers, 25.9K engagements


"Full steam ahead at Childress. 510MW of data centers + [--] EH/s by [--] December $IREN @IREN_Ltd"  
[X Link](https://x.com/anyuser/status/1844617903943057492)  2024-10-11T05:55Z 30.3K followers, 70.5K engagements


"Bitcoin at all-time highs. 📈 With the value of gold approaching $20 trillion a $1M BTC would put the two assets in the same league. And with the U.S. Government now considering a strategic bitcoin reserve it's clear that Bitcoin is no longer just 'magic internet money.' Where do you think this road leads 🌎"  
[X Link](https://x.com/anyuser/status/1855557968710037983)  2024-11-10T10:27Z 30.3K followers, 24.5K engagements


"Appreciate the partnership @DellTech Supercharging #AI with 100% renewable energy IREN democratizes high-performance #AICloudServices for startups and enterprises with sustainable data centers. Check out the full story ☁ https://t.co/i7iJGZARRM #DellAIFactory #NVIDIA https://t.co/TC3fet0WXl Supercharging #AI with 100% renewable energy IREN democratizes high-performance #AICloudServices for startups and enterprises with sustainable data centers. Check out the full story ☁ https://t.co/i7iJGZARRM #DellAIFactory #NVIDIA https://t.co/TC3fet0WXl"  
[X Link](https://x.com/anyuser/status/1856965638628966770)  2024-11-14T07:41Z 30.3K followers, 26.3K engagements


"At $IREN shareholder feedback challenges us to improve and deliver greater value - thank you. Updates: - Investing efficiently: Each EH/s of operating capacity costs $30M to build and is typically valued by the market at several times that amount highlighting the accretive potential of our investments. - Funding sources: We are carefully assessing all opportunities - ATM debt convertible - to balance growth and risk/reward. Management aligned through stock ownership and RSU vesting conditions is thoughtful in utilising funding instruments like the ATM. - Reincorporation: US domicile under"  
[X Link](https://x.com/anyuser/status/1857314979051192828)  2024-11-15T06:49Z 30.3K followers, 152.3K engagements


"31 EH/s incoming $IREN"  
[X Link](https://x.com/anyuser/status/1861932961756811599)  2024-11-28T00:39Z 30.3K followers, 61.7K engagements


"Bitcoin is dirt cheap relative to its endgame. With gold parity at $800K-$900K per coin Bitcoin's superior features - scarcity divisibility transferability and durability - make this milestone feel inevitable. A 10x move from here isnt just possible - its probable. The real question is over what time period"  
[X Link](https://x.com/anyuser/status/1861982248687526305)  2024-11-28T03:55Z 30.3K followers, 72.9K engagements


"True we continue to progress over 1GW of additional development sites. Unlike others we focus on contracted MW over speculative figures knowing from decades of development experience that countless challenges can arise before actually securing any capacity or agreements. $IREN Target Price By June [--] [----] (BoE). Reminder - We not only have the Acqua Panna site. We also have 1+ GW EXTRA (in various other locations possibly [--] or [--] yrs later in energization timeline). Sum of the part BoE valuation: Mining (50EH @ $100m/EH) = $5B AcquaPanna Site $IREN Target Price By June [--] [----] (BoE). Reminder"  
[X Link](https://x.com/anyuser/status/1863606525098422562)  2024-12-02T15:29Z 30.3K followers, 19.9K engagements


"Less than [--] EH/s at the start of last year. Few believed us when we set a target of [--] EH/s by the end of [----]. Now we're looking at [--] EH/s by mid-next year IREN INCREASES CAPACITY TO [--] EH/s 🚀🚀🚀 Today @IREN has announced a 33% increase in its self-mining capacity raising it from [--] EH/s to [--] EH/s and boosting mining efficiency to a low of 15j/TH thanks to the activation of its Childress Phase [--] substation. The company is https://t.co/7AuBoFPEMp IREN INCREASES CAPACITY TO [--] EH/s 🚀🚀🚀 Today @IREN has announced a 33% increase in its self-mining capacity raising it from [--] EH/s to 28"  
[X Link](https://x.com/anyuser/status/1863612746182676641)  2024-12-02T15:54Z 30.3K followers, 33.1K engagements


"Yeah and horses served humanity for thousands of years too. until someone came up with cars. Michael Saylor has floated the idea of selling all of America's gold to buy Bitcoin. That is an outrageously foolish idea for many reasons one of them being that gold has served humanity for [----] years while Bitcoin has only been around for [--] years. https://t.co/0b5ELC3PMc Michael Saylor has floated the idea of selling all of America's gold to buy Bitcoin. That is an outrageously foolish idea for many reasons one of them being that gold has served humanity for [----] years while Bitcoin has only been"  
[X Link](https://x.com/anyuser/status/1865585816619336106)  2024-12-08T02:34Z 30.3K followers, 30.1K engagements


"It's true. And planning on it. How much more capacity for Bitcoin Mining and AI can $IREN bring online A lot. Co-CEO @danroberts0101 discusses $IREN's rapid data center expansion on @CNBCOvertime. How much more capacity for Bitcoin Mining and AI can $IREN bring online A lot. Co-CEO @danroberts0101 discusses $IREN's rapid data center expansion on @CNBCOvertime"  
[X Link](https://x.com/anyuser/status/1866298068976447804)  2024-12-10T01:45Z 30.3K followers, 18.2K engagements


"Bitcoin is casually hovering around $100k still just 10% of gold's market cap. BlackRock's Bitcoin ETF has now surpassed their gold ETF in size. A quiet yet historic shift. Speculation of Trump pushing for a US strategic Bitcoin reserve continues but Texas has already front-run the federal government with tabled legislation. Public companies arent waiting around either. Theyre absorbing available supply while others watch from the sidelines. Even AMP Super is reportedly allocating into Bitcoin. Institutional adoption is no longer hypothetical. At some point most people are sceptical about"  
[X Link](https://x.com/anyuser/status/1867374386447003835)  2024-12-13T01:02Z 30.3K followers, 48.3K engagements


"@BlckJck26 Imminent. More focused on expansion beyond [--] EH/s and AI tbh"  
[X Link](https://x.com/anyuser/status/1867375897088565719)  2024-12-13T01:08Z 30.3K followers, 38.9K engagements


"Big [----] for $IREN smashing targets and setting the bar high with [--] EH/s and 510MW in operation. On track for an even bigger [----] with [--] EH/s and 810MW in sight. Exciting times ahead $IREN update: - Childress Phase [--] construction complete - Self-mining capacity increased from [--] EH/s to [--] EH/s (2024 original goal of [--] EH/s) - Fleet-wide efficiency of [--] J/TH with 510MW operating data centers - On-track for [--] EH/s and 810MW operating data centers in H1 https://t.co/FX2T4Ar5Eg $IREN update: - Childress Phase [--] construction complete - Self-mining capacity increased from [--] EH/s to [--] EH/s"  
[X Link](https://x.com/anyuser/status/1871165884674527449)  2024-12-23T12:08Z 30.3K followers, 44.4K engagements


"Exciting momentum at $IREN as we close [----] with remarkable achievements: substantial #Bitcoin mining growth best-in-class efficiency and advancing our AI and data center capabilities. On track for [--] EH/s in the coming months with further growth TBA. $IREN December Update: - [----] #Bitcoin mined in [----] - [---] #Bitcoin mined in Dec - $40m mining hardware profit in Dec - [--] EH/s installed capacity - [--] EH/s on-track for H1 [----] - Advancing AI opportunities $IREN December Update: - [----] #Bitcoin mined in [----] - [---] #Bitcoin mined in Dec - $40m mining hardware profit in Dec - [--] EH/s installed"  
[X Link](https://x.com/anyuser/status/1876781187772862745)  2025-01-08T00:01Z 30.3K followers, 43.3K engagements


"Nice share. [----] could be a big year. $IREN Better Quality Here. Luckily Enough This Isnt Deeply Understood By Many. Yet. https://t.co/eOQAJ0yFC5 $IREN Better Quality Here. Luckily Enough This Isnt Deeply Understood By Many. Yet. https://t.co/eOQAJ0yFC5"  
[X Link](https://x.com/anyuser/status/1882224276792877115)  2025-01-23T00:30Z 30.3K followers, 36.3K engagements


"😃 One $IREN data center two technological revolutions. @NVIDIA GPUs powering the future of #AI side-by-side with ASICs securing the #Bitcoinnetwork. https://t.co/UnuToz3vqD One $IREN data center two technological revolutions. @NVIDIA GPUs powering the future of #AI side-by-side with ASICs securing the #Bitcoinnetwork. https://t.co/UnuToz3vqD"  
[X Link](https://x.com/anyuser/status/1886958043591795050)  2025-02-05T02:00Z 30.3K followers, 20.6K engagements


"A good month but more importantly a solid foundation for what looks to be a promising year ahead given the broader market conditions. All systems go at $IREN. $IREN January Update: - $40m hardware profit - [---] #BTC mined - [--] EH/s in [--] months - Direct-to-chip liquid cooling for AI/HPC - Advancing construction at Sweetwater - Progressing multi-GW development pipeline $IREN January Update: - $40m hardware profit - [---] #BTC mined - [--] EH/s in [--] months - Direct-to-chip liquid cooling for AI/HPC - Advancing construction at Sweetwater - Progressing multi-GW development pipeline"  
[X Link](https://x.com/anyuser/status/1887650009673290054)  2025-02-06T23:50Z 30.3K followers, 38K engagements


"$IREN expanding into AI/HPC with Horizon [--]. Pleased to announce a 75MW liquid-cooled AI data center at Childress designed for NVIDIA Blackwell. 💰 $300-350M capex 📅 Completion: H2 [----] 🖥 200kW rack density With scarce liquid-cooled data center capacity in the market $IREN is uniquely positioned. $IREN New 75MW liquid-cooled data center at Childress for AI / HPC (Horizon 1) New 600MW Sweetwater [--] site in development to create a 2GW Sweetwater Data Center Hub https://t.co/NII1rH4rcM $IREN New 75MW liquid-cooled data center at Childress for AI / HPC (Horizon 1) New 600MW Sweetwater [--] site in"  
[X Link](https://x.com/anyuser/status/1890116285545214208)  2025-02-13T19:10Z 30.3K followers, 46.6K engagements


"💯 the parallels are real. As efficiency rises demand explodes. The real race isnt just AI it's the infrastructure to power it. $IREN https://www.theaustralian.com.au/business/technology/ai-is-becoming-the-new-coal-says-iren-cofounder-dan-roberts/news-story/e23cf8d61a54db0f07726da63d7c1ae8btr=06ea505247ce5002bd2bb9fcee82bc09 https://www.theaustralian.com.au/business/technology/ai-is-becoming-the-new-coal-says-iren-cofounder-dan-roberts/news-story/e23cf8d61a54db0f07726da63d7c1ae8btr=06ea505247ce5002bd2bb9fcee82bc09"  
[X Link](https://x.com/anyuser/status/1890132204015219043)  2025-02-13T20:13Z 30.3K followers, 13.2K engagements


"The Block [--] transformer has successfully landed at Childress - just in time before today's winter snow event. A fantastic team effort to get it in place"  
[X Link](https://x.com/anyuser/status/1898602728655634559)  2025-03-09T05:12Z 30.3K followers, 18.5K engagements


"West Texas is quickly becoming the new data center capital of the world and $IREN is growing with it. We're set to deliver a 75MW liquid-cooled AI data center in the coming months while the 2GW Sweetwater Data Center Hub near the Stargate project in Abilene is progressing well - with the first 1.4GW coming online in April next year. @OpenAI @sama @Oracle @larryellison @SoftBank https://www.datacenterdynamics.com/en/news/iren-plans-75mw-liquid-cooled-ai-data-center-in-texas/ https://www.datacenterdynamics.com/en/news/iren-plans-75mw-liquid-cooled-ai-data-center-in-texas/"  
[X Link](https://x.com/anyuser/status/1899587849856717280)  2025-03-11T22:26Z 30.3K followers, 74.9K engagements


"When supply chains are stretched a strong procurement team keeps things moving. Excited to see the Phase [--] substation transformer successfully installed at Childress $IREN A Heavy Lift for a Powerful Future $IREN's multi-disciplinary engineering teams successfully installed the Childress Phase [--] substation transformer over the weekend bringing the company one step closer to energizing an additional 150MW of data center capacity. David Shaw https://t.co/ug8VTie7IX A Heavy Lift for a Powerful Future $IREN's multi-disciplinary engineering teams successfully installed the Childress Phase 4"  
[X Link](https://x.com/anyuser/status/1900377006082318360)  2025-03-14T02:42Z 30.3K followers, 16.6K engagements


"Big progress in West Texas 👊 The road to 50EH/s in the next couple of months is well and truly underway. Miner installs are rolling on at Childress $IREN's site team is making steady progress towards our 50EH/s targetforH12025. https://t.co/SaHTnm8pi9 Miner installs are rolling on at Childress $IREN's site team is making steady progress towards our 50EH/s targetforH12025. https://t.co/SaHTnm8pi9"  
[X Link](https://x.com/anyuser/status/1910450030936547816)  2025-04-10T21:49Z 30.3K followers, 18.9K engagements


"We believe West Texas is on its way to becoming the data center capital of the world. Why Abundant low-cost power: Texas has over 60GW of wind and solar installed more than any other US state and more than most countries. Extensive fiber backbones: high-bandwidth low-latency links to major US network hubs. Streamlined permitting and pro-business policies: enabling projects to move fast. West Texas brings together the three ingredients every data center operator is chasing: energy approvals and fiber. West Texas - where power meets connectivity. $IREN #AI #HPC https://t.co/wbJH1bpTRx West"  
[X Link](https://x.com/anyuser/status/1912991191626645778)  2025-04-17T22:06Z 30.3K followers, 21K engagements


"Just to clarify the proposal currently applies only to superannuation balances (our version of tax-advantaged retirement accounts) not general assets like Bitcoin or equities held outside of super. That said youre absolutely right to raise the alarm. Taxing unrealised gains sets a dangerous precedent whether limited to retirement savings or not. It undermines core property rights and opens the door for future expansion to homes businesses and other assets. We should all be paying close attention. This is how slippery slopes begin"  
[X Link](https://x.com/anyuser/status/1929191354401190015)  2025-06-01T15:00Z 30.3K followers, 33.1K engagements


"Second 345kV/138kV bulk substation transformer now installed. Reinforces N-1 redundancy for AI data center and underpins expansion to 750MW. Delivered despite lead time challenges another big win for the infra team. $IREN Another milestone at Childress $IREN's second 345kV / 138kV transformer has arrived on site. David Shaw Chief Operating Officer commented The procurement of this bulk substation transformer amid global supply constraints demonstrates the strength of our infrastructure team https://t.co/y4Wg2E6kLb Another milestone at Childress $IREN's second 345kV / 138kV transformer has"  
[X Link](https://x.com/anyuser/status/1931050999017623723)  2025-06-06T18:10Z 30.3K followers, 18K engagements


"660MW of data centers live. Line of sight to US$600m+ in annualised EBITDA. Horizon [--] our 50MW liquid-cooled AI DC @ 200kW racks (10x legacy DCs) coming online this year at Childress. Excited to get this done: We successfully raised capital without an investor put. Yes the coupon's slightly higher but it gives us freedom to execute without the overhang of forced refis or early repayments. Capped calls mean minimal dilution up to $20.98/share and the prepaid forward acts like a deferred buyback. This deal puts us in a strong position to go full throttle on our [----] capex program including"  
[X Link](https://x.com/anyuser/status/1933664672445874176)  2025-06-13T23:15Z 30.3K followers, 58.8K engagements


"Big week in West Texas as we hit another major milestone in bringing Horizon [--] to life -- IRENs first direct-to-chip liquid-cooled AI data center. Two medium-voltage transformers delivered ahead of schedule reinforcing our commitment to building a resilient high-performance power backbone to support next-gen AI infrastructure. Massive credit to our site and procurement teams for making it happen. Q4 [----] delivery is coming into view and this is just the beginning. 🎥 Great to see Noah Clark our HPC Senior Ops Manager on the ground sharing what this means. Its been a big week at Childress with"  
[X Link](https://x.com/anyuser/status/1934440882113311109)  2025-06-16T02:40Z 30.3K followers, 25.3K engagements


"London in full swing - AI capital and great conversations with some of our earliest UK supporters as well as those new to the journey. $IREN"  
[X Link](https://x.com/anyuser/status/1937511970909163825)  2025-06-24T14:03Z 30.3K followers, 31K engagements


"Horizon [--] from $IREN is only months away with 50MW of AI-ready capacity coming online soon. Scalable grid-connected infrastructure is essential to meet the projected surge in AI data center demand expected to reach 156GW globally by [----]. $IREN's Horizon [--] project unlocks up to 50MW of AI-ready capacity built on the design foundation of our existing 650MW of powered https://t.co/Fi4DIpeqUo Scalable grid-connected infrastructure is essential to meet the projected surge in AI data center demand expected to reach 156GW globally by [----]. $IREN's Horizon [--] project unlocks up to 50MW of AI-ready"  
[X Link](https://x.com/anyuser/status/1937747153633317150)  2025-06-25T05:38Z 30.3K followers, 54K engagements


"Weve discovered a new continent - AI Atlantis - where [---] billion virtual graduate students work for free for just a few watts of power." - Nat Friedman In the 1970s the Universe [--] experiment gave mice everything - food shelter safety. Over time their society collapsed. Not from scarcity but from abundance. Purpose vanished. So did they. If AI brings abundance - which feels more inevitable by the day - displacing work and flooding the world with intelligence what happens to us A void is almost certainly coming. The question is: how do we fill it"  
[X Link](https://x.com/anyuser/status/1940028062768169126)  2025-07-01T12:41Z 30.3K followers, 13.9K engagements


"Kent does a great job distilling where $IREN is today and whats coming next. Well worth a listen if youre following the energy AI or data center landscape. https://x.com/i/spaces/1BdxYqymvZYxX https://x.com/i/spaces/1BdxYqymvZYxX"  
[X Link](https://x.com/anyuser/status/1946405222882152556)  2025-07-19T03:02Z 30.3K followers, 23.1K engagements


"1.4GW of data centers - loading. Construction is progressing at $IREN's 1400MW Sweetwater [--] site in West Texas Substation foundations are well underway laying the groundwork to energize one of the largest grid-connected data center campuses in the world. https://t.co/wq78aBLLwM Construction is progressing at $IREN's 1400MW Sweetwater [--] site in West Texas Substation foundations are well underway laying the groundwork to energize one of the largest grid-connected data center campuses in the world. https://t.co/wq78aBLLwM"  
[X Link](https://x.com/anyuser/status/1953478857010417947)  2025-08-07T15:30Z 30.3K followers, 32.2K engagements


"Hey @FransBakker9812 [--]. Horizon [--] supports rack densities of up to [---] kW though initial deployment is expected to utilise GB300s at [---] kW per rack - at least until next-generation chips become available. [--]. Gross load is expected to be below [--] MW for a [--] MW IT load. We are continuing to try and optimise for peak summer PUE based on long-term climate data with average PUE obviously anticipated to be materially lower than that"  
[X Link](https://x.com/anyuser/status/1974044358862123223)  2025-10-03T09:30Z 30.3K followers, 181.4K engagements

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