[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.]  Dulce [@litigious_dulce](/creator/twitter/litigious_dulce) on x 2756 followers Created: 2025-06-27 00:48:36 UTC 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 it’ll probably be closer to $15B (in stock anyways). That’s a figure that garners attention, not only for CORZ, but for all the other AI/HPC players. To me, this event is a watershed moment—not because it’s the biggest % gain I’ve experienced (not by a long shot), but because it has made obvious what should have already been obvious. MWs are worth a lot, and it’s just a matter of time before hyperscalers and neoclouds run out, hungry for more. At this time, I think it prudent to consider the concept of reflexivity. While fundamental value is theoretically based on intrinsic factors, most individuals and even many institutions default to a heuristic: “the market must know something.” That means when stocks like $IREN, $CIFR, etc., were in the dumpster, everyone assumed the fundamentals were trash. But when these stocks breakout and repeatedly make new 52-week highs, everyone will suddenly want a piece. It won’t be long before we see headlines that foment FOMO and hype. The news and NGU will trigger impulsive buying. Bull trends will extend, and quite possibly even our most bullish projections will be too conservative. Animal spirits will be unleashed. I predict this all happens sooner rather than later. Let’s fucking go. XXXXXX engagements  **Related Topics** [corz](/topic/corz) [$corz](/topic/$corz) [mining](/topic/mining) [bitcoin mining](/topic/bitcoin-mining) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/litigious_dulce/status/1938399027361440003)
[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.]
Dulce @litigious_dulce on x 2756 followers
Created: 2025-06-27 00:48:36 UTC
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 it’ll probably be closer to $15B (in stock anyways). That’s a figure that garners attention, not only for CORZ, but for all the other AI/HPC players.
To me, this event is a watershed moment—not because it’s the biggest % gain I’ve experienced (not by a long shot), but because it has made obvious what should have already been obvious. MWs are worth a lot, and it’s just a matter of time before hyperscalers and neoclouds run out, hungry for more.
At this time, I think it prudent to consider the concept of reflexivity. While fundamental value is theoretically based on intrinsic factors, most individuals and even many institutions default to a heuristic: “the market must know something.” That means when stocks like $IREN, $CIFR, etc., were in the dumpster, everyone assumed the fundamentals were trash. But when these stocks breakout and repeatedly make new 52-week highs, everyone will suddenly want a piece.
It won’t be long before we see headlines that foment FOMO and hype. The news and NGU will trigger impulsive buying. Bull trends will extend, and quite possibly even our most bullish projections will be too conservative. Animal spirits will be unleashed.
I predict this all happens sooner rather than later.
Let’s fucking go.
XXXXXX engagements
Related Topics corz $corz mining bitcoin mining bitcoin coins layer 1 coins bitcoin ecosystem coins pow