[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @litigious_dulce Dulce Dulce posts on X about $iren, bitcoin, data center, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1281053090783903744/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +481% - X Months XXXXXXX +150% - X Year XXXXXXXXX +1,645% ### Mentions: XX [#](/creator/twitter::1281053090783903744/posts_active)  - X Month XX +54% - X Months XXX +120% - X Year XXX +1,091% ### Followers: XXXXX [#](/creator/twitter::1281053090783903744/followers)  - X Week XXXXX +5.90% - X Month XXXXX +56% - X Months XXXXX +126% - X Year XXXXX +461% ### CreatorRank: XXXXXXX [#](/creator/twitter::1281053090783903744/influencer_rank)  ### Social Influence [#](/creator/twitter::1281053090783903744/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) **Social topic influence** [$iren](/topic/$iren) #18, [bitcoin](/topic/bitcoin), [data center](/topic/data-center), [$crwv](/topic/$crwv), [gpu](/topic/gpu), [$075hr](/topic/$075hr), [bitcoin mining](/topic/bitcoin-mining), [debt](/topic/debt), [$nbis](/topic/$nbis), [500k](/topic/500k) **Top assets mentioned** [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Equinix Inc (EQIX)](/topic/$eqix) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) ### Top Social Posts [#](/creator/twitter::1281053090783903744/posts) --- Top posts by engagements in the last XX hours "@313ronnieb @AshesToRubedo @KashRamki @awilkinson Its pretty cool how quickly everyone on X understood and embraced batna"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944412603788181830) 2025-07-13 15:04:24 UTC 2634 followers, XXX engagements "@CapstackCapital @TheKamaHsutra @alanbialo That doesnt explain your hatred for IREN. You might as well say your favorite color is green"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944901163792339345) 2025-07-14 23:25:46 UTC 2652 followers, XXX engagements "I deliberated for several hours yesterday and today regarding the following: 1) Although $IREN s data centers in Canada can operate air-cooled B200s IREN can only commission about 100K GPUs there. $CRWV will buy about 500K Blackwells this year alone. 2) In all likelihood IREN can air-cool Hoppers but not B200s in Texas due to the high ambient temperature (rack density is irrelevant). 3) IREN probably has disclosed all sites that will be energized in 2026 meaning there isnt some other site in a colder climate suitable for CSP expansion. Therefore if IREN plans to scale CSP it must do so in"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944426992776155412) 2025-07-13 16:01:35 UTC 2651 followers, 28.1K engagements "ChatGPT is pretty good for doing back of a napkin calculations. Try feeding ChatGPT the below inputs and see what it tells you. Starting Parameters and Key Values IREN GPU Fleet (Beginning) H100 GPUs: XXX units H200 GPUs: 1080 units Blackwell GPUs: (None at the start all new purchases modeled) GPU Pricing and Revenue H100: $X per GPU-hour H200: $XXXX per GPU-hour Blackwell: $XXXX per GPU-hour GPU Costs H100 cost: $40000 per unit H200 cost: $40700 per unit (used in calculations) Blackwell cost: $54167 per unit (derived from $130M / 2400 units) Mining Operations Hashrate: XX EH/s Average"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1945597889914327444) 2025-07-16 21:34:19 UTC 2651 followers, 2175 engagements "I was just relying on memory at the time and may have been wrong. Lets assume X year contract for the B200s (pricing varies depending on contract duration with on demand being the most expensive and X years being the cheapest). Lambda charges $XXXX per gpu-hr for a X year contract. Lambda is representative of the market so lets just say $IREN charges $XXXX per gpu-hr all costs included (many CSPs charge costs in addition to gpu-hr). If IREN is using a CSP aggregator like Nvidia Lepton (the Uber of GPU Capacity) then we can assume virtually XXX% utilization. So $3.25*24*365=$28.5k. If IREN"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944625596421767229) 2025-07-14 05:10:46 UTC 2639 followers, XXX engagements "AWS is not charging $0.75/hr for H100s. The P5s are the H100s (see the original article). $55/8=$6.88. $63/8=$7.88. You can find the pricing here: Ask ChatGPT what the instance names mean for more information. AWS EC2 is IaaS (the cheapest offering) which is higher in the value stack than bare metal CSP. AWS and GCP both charge a premium compared to neoclouds like $NBIS $CRWV and $IREN"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944543040649171212) 2025-07-13 23:42:43 UTC 2637 followers, XXX engagements "@TheKamaHsutra @CapstackCapital @alanbialo Its pretty clear he hates Bitcoin Bitcoin mining dilution csp air cooled data centers and ambitious claims re next gen liquid cooled data centers. Very common perspective"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944896515010338830) 2025-07-14 23:07:18 UTC 2652 followers, XXX engagements "@seacliffstweetr asked why hyperscalers cannot simply invest a bunch of money into data center design and eliminate $IREN s moat. Hyperscalers cannot simply eliminate IRENs moat by pouring capital into data center design because the core barriers are not just money but constrained non-fungible resourcesmost notably time land power and long-lead infrastructure (LLI). IRENs data center architecture is the product of over five years of disciplined iteration rooted in first principles and relentless empirical testing rather than bursts of creative genius. Every meaningful design decision was"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944764524546150832) 2025-07-14 14:22:49 UTC 2644 followers, XXX engagements "If were being honest $IREN s data centers are not visually impressive. They seem short and basic almost too utilitarian. By contrast $EQIX s data centers are works of art. Ill leave it to the reader to guess which picture depicts IRENs data centers Also when we hear the term modular most probably think along the lines of mobile or manufactured homes. Modular sounds cheap transient and low-quality. How big of a surprise would it be then if the modular aspect of IRENs data centers were its biggest strength What if the abstract spartan design optimally reduced costs while future-proofing the"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1943746708162130302) 2025-07-11 18:58:22 UTC 2651 followers, 17K engagements "First lets talk about short-term price action because were degenerate and cant help ourselves. This week is a doji meaning consolidation/confusion. Whether we go up or down is normally a 50/50 but because the trend is up and (we expect good news soon) we should be biased long. Perhaps we see a symmetrical trading pattern. Second ask your favorite LLM for sources regarding the following data center statistics: As of 2024 about XX to XX percent of data centers globally have deployed only some form of liquid cooling. Some industry forecasts suggest the share could approach XX percent by 2026."  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1943741573055066566) 2025-07-11 18:37:58 UTC 2651 followers, 24.5K engagements "We bitcoin mining shareholders have endured so much shit for so long. We watched as other growth companies raced to 500+ P/E ratios and shitcoins ballooned to 10B+ MCs. While we may not have despaired we certainly resigned ourselves to more pain and waiting. Now out of nowhere we hear that $CRWV is trying to acquire $CORZ. Why is this different from last time Because the offer then was for like $1B (insultingly low). Now itll probably be closer to $15B (in stock anyways). Thats a figure that garners attention not only for CORZ but for all the other AI/HPC players. To me this event is a"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1938399027361440003) 2025-06-27 00:48:36 UTC 2651 followers, 24.5K engagements "$0.75/hr is not market price for H100s. Pretty sure the person interviewed was being hyperbolic and quoting the lowest number he found. However theres little to no supply at that price and the CSP is certainly shady as fuck. Also GPU-hr pricing is just one cost; there may or may not be additional costs. Oftentimes when you see a really low GPU-hr price the CSP is not telling you about really outrageous additional costs"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944544743020691640) 2025-07-13 23:49:29 UTC 2637 followers, XXX engagements "If IREN doesnt use any debt it can reach NBIS-scale pretty trivially. However to compete with CRWV (and hyperscalers) IREN must rely on external capital. The more IREN can borrow the faster IREN will grow. If next year IREN can borrow $5B then IREN can compete with CRWV. If within X years IREN can borrow $10-25B IREN can compete with anyone. Strategically I think it makes sense to use debt to invest $5B into Blackwells 2026 and $10B into Rubins 2027. These sums are not unrealistic"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1945599772217237764) 2025-07-16 21:41:47 UTC 2651 followers, XXX engagements "One day $IREN will pump without dumping and we will all look like this"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1945484225047679049) 2025-07-16 14:02:39 UTC 2651 followers, 8081 engagements "I wonder if $IREN can compete on price with $NBIS I can sense @tim_delcourt s frustration 😛"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944406682341179721) 2025-07-13 14:40:53 UTC 2651 followers, 6457 engagements "@Atzaran3 See Coreweave Lambda and Nebius. Debt isnt easy to get if you are a disrespected small cap. Times are changing"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1945604138089193888) 2025-07-16 21:59:08 UTC 2651 followers, XXX engagements "A picture is worth a thousand words. So heres three pictures. $IREN"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1942958114656903622) 2025-07-09 14:44:47 UTC 2649 followers, 8310 engagements "My IRL friend @fnitefiend informed me that I was somewhat confusing and unorganized in this space. After I chastised him for having a smooth brain I think I needed to explain DGX Cloud Lepton more. If it helps view Lepton as the uber of GPU compute: Designed for developers DGX Cloud Lepton connects you to a network of high-performance GPUs across multiple cloud providers with a unified experience. See Lepton aggregates capacity from many sources standardizes the user experience and lets buyers access whatever is available in the network wherever it lives physically. Lepton also includes"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944630572640317829) 2025-07-14 05:30:32 UTC 2645 followers, 4502 engagements "The main difference between colocation and a cloud service provider (CSP) lies in control and responsibility. In a colocation model the customer owns and maintains their own servers networking gear and sometimes storage but rents space (rack power cooling connectivity) in a third-party data center. The colocation provider ensures physical security power and climate control but the customer is responsible for managing and maintaining their own IT hardware and software. In contrast a CSP like AWS Azure or Google Cloud offers a fully managed infrastructure stack. The customer does not own any"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1940435935138566649) 2025-07-02 15:42:33 UTC 2647 followers, 1905 engagements "Profitability does hinge on scale though Yes cost of electricity and ASIC efficiency both matter tremendously but even if you have both you can be unprofitable if you lack scale. See $CIFR which has best-in-class electricity cost and very good ASIC efficiency. If scale improves margins by XX% and IREN has a net profit margin of XX% then thats the difference between a slightly profitable company and a very profitable company. Regarding ROIC lets say IREN spent $20m/EH so $1B total for its ASICs. Lets then say that it makes a net profit of about $250m/year for the next three years (assume $0"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1941531548295077900) 2025-07-05 16:16:07 UTC 2638 followers, 7694 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@litigious_dulce Dulce
Dulce posts on X about $iren, bitcoin, data center, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +481%
- X Months XXXXXXX +150%
- X Year XXXXXXXXX +1,645%
Mentions: XX #
- X Month XX +54%
- X Months XXX +120%
- X Year XXX +1,091%
Followers: XXXXX #
- X Week XXXXX +5.90%
- X Month XXXXX +56%
- X Months XXXXX +126%
- X Year XXXXX +461%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies technology brands countries
Social topic influence $iren #18, bitcoin, data center, $crwv, gpu, $075hr, bitcoin mining, debt, $nbis, 500k
Top assets mentioned Iris Energy Limited Ordinary Shares (IREN) Bitcoin (BTC) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Equinix Inc (EQIX) Core Scientific, Inc. Common Stock (CORZ) Uber Technologies, Inc. (UBER) Cipher Mining Inc. Common Stock (CIFR)
Top Social Posts #
Top posts by engagements in the last XX hours
"@313ronnieb @AshesToRubedo @KashRamki @awilkinson Its pretty cool how quickly everyone on X understood and embraced batna"
@litigious_dulce on X 2025-07-13 15:04:24 UTC 2634 followers, XXX engagements
"@CapstackCapital @TheKamaHsutra @alanbialo That doesnt explain your hatred for IREN. You might as well say your favorite color is green" @litigious_dulce on X 2025-07-14 23:25:46 UTC 2652 followers, XXX engagements
"I deliberated for several hours yesterday and today regarding the following: 1) Although $IREN s data centers in Canada can operate air-cooled B200s IREN can only commission about 100K GPUs there. $CRWV will buy about 500K Blackwells this year alone. 2) In all likelihood IREN can air-cool Hoppers but not B200s in Texas due to the high ambient temperature (rack density is irrelevant). 3) IREN probably has disclosed all sites that will be energized in 2026 meaning there isnt some other site in a colder climate suitable for CSP expansion. Therefore if IREN plans to scale CSP it must do so in" @litigious_dulce on X 2025-07-13 16:01:35 UTC 2651 followers, 28.1K engagements
"ChatGPT is pretty good for doing back of a napkin calculations. Try feeding ChatGPT the below inputs and see what it tells you. Starting Parameters and Key Values IREN GPU Fleet (Beginning) H100 GPUs: XXX units H200 GPUs: 1080 units Blackwell GPUs: (None at the start all new purchases modeled) GPU Pricing and Revenue H100: $X per GPU-hour H200: $XXXX per GPU-hour Blackwell: $XXXX per GPU-hour GPU Costs H100 cost: $40000 per unit H200 cost: $40700 per unit (used in calculations) Blackwell cost: $54167 per unit (derived from $130M / 2400 units) Mining Operations Hashrate: XX EH/s Average" @litigious_dulce on X 2025-07-16 21:34:19 UTC 2651 followers, 2175 engagements
"I was just relying on memory at the time and may have been wrong. Lets assume X year contract for the B200s (pricing varies depending on contract duration with on demand being the most expensive and X years being the cheapest). Lambda charges $XXXX per gpu-hr for a X year contract. Lambda is representative of the market so lets just say $IREN charges $XXXX per gpu-hr all costs included (many CSPs charge costs in addition to gpu-hr). If IREN is using a CSP aggregator like Nvidia Lepton (the Uber of GPU Capacity) then we can assume virtually XXX% utilization. So $3.2524365=$28.5k. If IREN" @litigious_dulce on X 2025-07-14 05:10:46 UTC 2639 followers, XXX engagements
"AWS is not charging $0.75/hr for H100s. The P5s are the H100s (see the original article). $55/8=$6.88. $63/8=$7.88. You can find the pricing here: Ask ChatGPT what the instance names mean for more information. AWS EC2 is IaaS (the cheapest offering) which is higher in the value stack than bare metal CSP. AWS and GCP both charge a premium compared to neoclouds like $NBIS $CRWV and $IREN" @litigious_dulce on X 2025-07-13 23:42:43 UTC 2637 followers, XXX engagements
"@TheKamaHsutra @CapstackCapital @alanbialo Its pretty clear he hates Bitcoin Bitcoin mining dilution csp air cooled data centers and ambitious claims re next gen liquid cooled data centers. Very common perspective" @litigious_dulce on X 2025-07-14 23:07:18 UTC 2652 followers, XXX engagements
"@seacliffstweetr asked why hyperscalers cannot simply invest a bunch of money into data center design and eliminate $IREN s moat. Hyperscalers cannot simply eliminate IRENs moat by pouring capital into data center design because the core barriers are not just money but constrained non-fungible resourcesmost notably time land power and long-lead infrastructure (LLI). IRENs data center architecture is the product of over five years of disciplined iteration rooted in first principles and relentless empirical testing rather than bursts of creative genius. Every meaningful design decision was" @litigious_dulce on X 2025-07-14 14:22:49 UTC 2644 followers, XXX engagements
"If were being honest $IREN s data centers are not visually impressive. They seem short and basic almost too utilitarian. By contrast $EQIX s data centers are works of art. Ill leave it to the reader to guess which picture depicts IRENs data centers Also when we hear the term modular most probably think along the lines of mobile or manufactured homes. Modular sounds cheap transient and low-quality. How big of a surprise would it be then if the modular aspect of IRENs data centers were its biggest strength What if the abstract spartan design optimally reduced costs while future-proofing the" @litigious_dulce on X 2025-07-11 18:58:22 UTC 2651 followers, 17K engagements
"First lets talk about short-term price action because were degenerate and cant help ourselves. This week is a doji meaning consolidation/confusion. Whether we go up or down is normally a 50/50 but because the trend is up and (we expect good news soon) we should be biased long. Perhaps we see a symmetrical trading pattern. Second ask your favorite LLM for sources regarding the following data center statistics: As of 2024 about XX to XX percent of data centers globally have deployed only some form of liquid cooling. Some industry forecasts suggest the share could approach XX percent by 2026." @litigious_dulce on X 2025-07-11 18:37:58 UTC 2651 followers, 24.5K engagements
"We bitcoin mining shareholders have endured so much shit for so long. We watched as other growth companies raced to 500+ P/E ratios and shitcoins ballooned to 10B+ MCs. While we may not have despaired we certainly resigned ourselves to more pain and waiting. Now out of nowhere we hear that $CRWV is trying to acquire $CORZ. Why is this different from last time Because the offer then was for like $1B (insultingly low). Now itll probably be closer to $15B (in stock anyways). Thats a figure that garners attention not only for CORZ but for all the other AI/HPC players. To me this event is a" @litigious_dulce on X 2025-06-27 00:48:36 UTC 2651 followers, 24.5K engagements
"$0.75/hr is not market price for H100s. Pretty sure the person interviewed was being hyperbolic and quoting the lowest number he found. However theres little to no supply at that price and the CSP is certainly shady as fuck. Also GPU-hr pricing is just one cost; there may or may not be additional costs. Oftentimes when you see a really low GPU-hr price the CSP is not telling you about really outrageous additional costs" @litigious_dulce on X 2025-07-13 23:49:29 UTC 2637 followers, XXX engagements
"If IREN doesnt use any debt it can reach NBIS-scale pretty trivially. However to compete with CRWV (and hyperscalers) IREN must rely on external capital. The more IREN can borrow the faster IREN will grow. If next year IREN can borrow $5B then IREN can compete with CRWV. If within X years IREN can borrow $10-25B IREN can compete with anyone. Strategically I think it makes sense to use debt to invest $5B into Blackwells 2026 and $10B into Rubins 2027. These sums are not unrealistic" @litigious_dulce on X 2025-07-16 21:41:47 UTC 2651 followers, XXX engagements
"One day $IREN will pump without dumping and we will all look like this" @litigious_dulce on X 2025-07-16 14:02:39 UTC 2651 followers, 8081 engagements
"I wonder if $IREN can compete on price with $NBIS I can sense @tim_delcourt s frustration 😛" @litigious_dulce on X 2025-07-13 14:40:53 UTC 2651 followers, 6457 engagements
"@Atzaran3 See Coreweave Lambda and Nebius. Debt isnt easy to get if you are a disrespected small cap. Times are changing" @litigious_dulce on X 2025-07-16 21:59:08 UTC 2651 followers, XXX engagements
"A picture is worth a thousand words. So heres three pictures. $IREN" @litigious_dulce on X 2025-07-09 14:44:47 UTC 2649 followers, 8310 engagements
"My IRL friend @fnitefiend informed me that I was somewhat confusing and unorganized in this space. After I chastised him for having a smooth brain I think I needed to explain DGX Cloud Lepton more. If it helps view Lepton as the uber of GPU compute: Designed for developers DGX Cloud Lepton connects you to a network of high-performance GPUs across multiple cloud providers with a unified experience. See Lepton aggregates capacity from many sources standardizes the user experience and lets buyers access whatever is available in the network wherever it lives physically. Lepton also includes" @litigious_dulce on X 2025-07-14 05:30:32 UTC 2645 followers, 4502 engagements
"The main difference between colocation and a cloud service provider (CSP) lies in control and responsibility. In a colocation model the customer owns and maintains their own servers networking gear and sometimes storage but rents space (rack power cooling connectivity) in a third-party data center. The colocation provider ensures physical security power and climate control but the customer is responsible for managing and maintaining their own IT hardware and software. In contrast a CSP like AWS Azure or Google Cloud offers a fully managed infrastructure stack. The customer does not own any" @litigious_dulce on X 2025-07-02 15:42:33 UTC 2647 followers, 1905 engagements
"Profitability does hinge on scale though Yes cost of electricity and ASIC efficiency both matter tremendously but even if you have both you can be unprofitable if you lack scale. See $CIFR which has best-in-class electricity cost and very good ASIC efficiency. If scale improves margins by XX% and IREN has a net profit margin of XX% then thats the difference between a slightly profitable company and a very profitable company. Regarding ROIC lets say IREN spent $20m/EH so $1B total for its ASICs. Lets then say that it makes a net profit of about $250m/year for the next three years (assume $0" @litigious_dulce on X 2025-07-05 16:16:07 UTC 2638 followers, 7694 engagements