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![mikealfred Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::95257097.png) Mike Alfred [@mikealfred](/creator/twitter/mikealfred) on x 211.3K followers
Created: 2025-07-15 18:09:26 UTC

It's insane that CIFR is trading at $2B market cap when they are probably going to announce a $4B+ revenue AI deal before end of year. In an extreme downside scenario, I could probably sell their entire site portfolio for more than $5B. That's one hell of a margin of safety.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945183942195233069/c:line.svg)

**Related Topics**
[market cap](/topic/market-cap)
[$5b](/topic/$5b)
[coins ai](/topic/coins-ai)
[$4b](/topic/$4b)
[$2b](/topic/$2b)

[Post Link](https://x.com/mikealfred/status/1945183942195233069)