[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.]  Blake Lewis [@BlakeaLewis03](/creator/twitter/BlakeaLewis03) on x XXX followers Created: 2025-07-20 17:07:22 UTC ⚡ I’ve doubled down on three of my current Bitcoin miner investments in the last X months: $CIFR, $IREN & $CLSK. Here’s my rationale 🔹 $CIFR (Cipher Mining) • Crushed Q2 targets: Black Pearl Phase I is delivering ~3.4 EH/s of self-mining, surpassing guidance of XXX EH/s. Total capacity now ~16.8 EH/s, ramping to ~23.1 EH/s in Q3. • Cost discipline via 4CP: Smart power curtailment has kept operational costs among the lowest in the industry by avoiding peak charges. 🔹 $IREN • Massive scale + efficiency: Reached XX EH/s of mining capacity by end of June, with fleet running at ~15 J/TH and ~3 c/kWh net electricity cost. • AI cloud traction: Expanded AI Cloud to ~2,400 NVIDIA Blackwell GPUs, generating ~$2.2 M monthly at XX% margins. 🔹 $CLSK (CleanSpark) • Second Bitcoin miner to XX EH/s: Achieved the milestone in mid-2025 through fully owned infrastructure—fleet at ~16.15 J/TH efficiency and holding XXXXXX BTC in treasury. • Expansion runway: Secured XXX MW of additional power for +10 EH/s growth, positioning it for >60 EH/s in the near term. •Vertical Integration and a pure play miner. 🧩 Why I doubled down: 1.Technical execution: All three miners are beating growth and efficiency targets. 2.Operational discipline: Power optimization (e.g., 4CP, renewables) is driving margin resilience. 3.Diversified exposure: $IREN crosses into AI infrastructure; $CIFR & $CLSK are committed Bitcoin playbooks with strong infrastructure backbones. 🚨 Not financial advice — simply sharing my strategic reallocations based on operational momentum and sector fundamentals. XXXXX engagements  **Related Topics** [clsk](/topic/clsk) [iren](/topic/iren) [mining](/topic/mining) [$cifr](/topic/$cifr) [bitcoin mining](/topic/bitcoin-mining) [doubled](/topic/doubled) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [Post Link](https://x.com/BlakeaLewis03/status/1946980262128296437)
[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.]
Blake Lewis @BlakeaLewis03 on x XXX followers
Created: 2025-07-20 17:07:22 UTC
⚡ I’ve doubled down on three of my current Bitcoin miner investments in the last X months: $CIFR, $IREN & $CLSK. Here’s my rationale
🔹 $CIFR (Cipher Mining) • Crushed Q2 targets: Black Pearl Phase I is delivering ~3.4 EH/s of self-mining, surpassing guidance of XXX EH/s. Total capacity now ~16.8 EH/s, ramping to ~23.1 EH/s in Q3.
• Cost discipline via 4CP: Smart power curtailment has kept operational costs among the lowest in the industry by avoiding peak charges.
🔹 $IREN • Massive scale + efficiency: Reached XX EH/s of mining capacity by end of June, with fleet running at ~15 J/TH and ~3 c/kWh net electricity cost.
• AI cloud traction: Expanded AI Cloud to ~2,400 NVIDIA Blackwell GPUs, generating ~$2.2 M monthly at XX% margins.
🔹 $CLSK (CleanSpark) • Second Bitcoin miner to XX EH/s: Achieved the milestone in mid-2025 through fully owned infrastructure—fleet at ~16.15 J/TH efficiency and holding XXXXXX BTC in treasury.
• Expansion runway: Secured XXX MW of additional power for +10 EH/s growth, positioning it for >60 EH/s in the near term.
•Vertical Integration and a pure play miner.
🧩 Why I doubled down: 1.Technical execution: All three miners are beating growth and efficiency targets.
2.Operational discipline: Power optimization (e.g., 4CP, renewables) is driving margin resilience.
3.Diversified exposure: $IREN crosses into AI infrastructure; $CIFR & $CLSK are committed Bitcoin playbooks with strong infrastructure backbones.
🚨 Not financial advice — simply sharing my strategic reallocations based on operational momentum and sector fundamentals.
XXXXX engagements
Related Topics clsk iren mining $cifr bitcoin mining doubled bitcoin coins layer 1