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![313ronnieb Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1591824768306659331.png) ₿itcoin ₿utcher 🥩 🐑 🐷 [@313ronnieb](/creator/twitter/313ronnieb) on x 1328 followers
Created: 2025-07-23 15:28:43 UTC

$iren $cifr versatility 🔑 to Success

Listened to an episode with @_DannyKnowles @MitchellHODL this AM on my ride into work and enjoyed the emphasis on ⛏️ 

That said, I respectfully disagree with pursuing a ⛏️ exclusive business model for the following reasons:

1) AI growth in tokens will most likely exceed $btc adoption, creating an opportunity cost for rare ⚡️ as $btc remains heavily correlated to global M2 despite institutional growth.

2) Check out ⛏️ companies featuring HODL exclusive 🆚 AI HPC.  There’s a notable premium to AI; think $clsk $mara equity less HODL 🆚 $iren for same XX EH capacity.

3) Colocation and CSP offer more predictable cash flows that Wall Street currently values more than $btc.  That consistency offers a margin of safety along with the value of infrastructure in an ⚡️ tight environment.

4) There’s a potential 🫧 forming in $btc being formed by treasury companies that get valued in multiples of their HODL while the best ⛏️ produce at ~$40k cash cost.  How will these treasuries pay debt obligations in a 🐻 without 🏧 or selling $btc?
 
For those reasons, $iren and $cifr offer the best of $btc with the disruption of AI in the most risk effective manner.

@ericjackson @mikealfred @theBTCMiningGuy 

Bitcoin Treasury Companies, Mining & The Slow Grind to $X Million | Mitc... via @YouTube


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948042599396196701/c:line.svg)

**Related Topics**
[iren](/topic/iren)
[adoption](/topic/adoption)
[$btc](/topic/$btc)
[coins ai](/topic/coins-ai)
[$cifr](/topic/$cifr)
[$iren](/topic/$iren)
[cipher mining](/topic/cipher-mining)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

[Post Link](https://x.com/313ronnieb/status/1948042599396196701)

[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.]

313ronnieb Avatar ₿itcoin ₿utcher 🥩 🐑 🐷 @313ronnieb on x 1328 followers Created: 2025-07-23 15:28:43 UTC

$iren $cifr versatility 🔑 to Success

Listened to an episode with @_DannyKnowles @MitchellHODL this AM on my ride into work and enjoyed the emphasis on ⛏️

That said, I respectfully disagree with pursuing a ⛏️ exclusive business model for the following reasons:

  1. AI growth in tokens will most likely exceed $btc adoption, creating an opportunity cost for rare ⚡️ as $btc remains heavily correlated to global M2 despite institutional growth.

  2. Check out ⛏️ companies featuring HODL exclusive 🆚 AI HPC. There’s a notable premium to AI; think $clsk $mara equity less HODL 🆚 $iren for same XX EH capacity.

  3. Colocation and CSP offer more predictable cash flows that Wall Street currently values more than $btc. That consistency offers a margin of safety along with the value of infrastructure in an ⚡️ tight environment.

  4. There’s a potential 🫧 forming in $btc being formed by treasury companies that get valued in multiples of their HODL while the best ⛏️ produce at ~$40k cash cost. How will these treasuries pay debt obligations in a 🐻 without 🏧 or selling $btc?

For those reasons, $iren and $cifr offer the best of $btc with the disruption of AI in the most risk effective manner.

@ericjackson @mikealfred @theBTCMiningGuy

Bitcoin Treasury Companies, Mining & The Slow Grind to $X Million | Mitc... via @YouTube

XXXXX engagements

Engagements Line Chart

Related Topics iren adoption $btc coins ai $cifr $iren cipher mining stocks bitcoin treasuries

Post Link

post/tweet::1948042599396196701
/post/tweet::1948042599396196701