Sherif Baron Radwan ✝️

@JKeynesAlpha $BITF Ben, what a let down.

$BITF $KEEL Earnings today: Why aren't there deals yet? -On NTP as the gating condition for leases:"For a customer to commit to binding, in our view, they're going to want NTP... There probably are some customers who would be interested to sign prior to NTP, but those aren't the investment-grade counterparties that we're really seeking to engage with." -On permit timing:"In the coming months, sometime around the mid to late summertime, we should be achieving the full permitted status across at least one, if not all of the sites." -On lease execution confidence for 2026:"Lease execution, which we are confident we can achieve this year and will be major catalysts." -On deliberately waiting for better terms:"Our view is that the best way to maximize value for shareholders is to get the best terms in a lease, because that's gonna be what is gonna be driving our NOI and our multiple. When we're looking to sign 10 to 15 year agreements... it's really important for us to take the, you know, maybe a little bit more time than investors may want us to." -On lease rates improving:"This dynamic has pushed lease rates higher since our Q3 call, exactly as we said it would." -On the utility proactively calling them:"We actually had the utility call us and ask us how much more power we could take on site... that was obviously a very welcome call over here at Bitfarms to receive. It's a pretty unusual one in the industry." -On 2027 delivery: "At all three of our projects... we all expect them to come online and start delivering megawatts and start generating revenue to customers in 2027." -On NTP as the key milestone for investors to watch:"The important thing to keep track of, especially over the next coming months, is the continued progress that we have towards NTP. Because once NTP is cleared, that's basically the last thing standing between us and a signed agreement." -On valuation disconnect and what leases would do: "Companies that have signed leases trade at $4 million-$6 million per 2027 megawatt. A two to three times premium to where we are today. This is the market's consistent signal, driven entirely by lease execution. Not facility delivery, not revenue generation, just signed leases." -On the expansion capacity being unpriced: "Two-thirds of our 2.2 GW portfolio, or approximately 1.5 GW, is expansion capacity, which we believe the market is assigning little to no value." -On liquidity runway,they don't need to raise capital: "Our current cash position of $520 million provides the runway to advance Panther Creek, Sharon and Moses Lake through lease execution without accessing capital markets." -"Our strategic objective is to ensure we are well capitalized through the lease process and beyond, without the need to raise any new capital in the markets." -On Bitcoin mining being marginal: "Right now the Bitcoin mining remains profitable, but it's not very. It's marginal. It's still contributing to the business, but really it's not the focus of the business." -On why they believe their sites are defensible: "Our megawatts sit in regions with large barriers to entry. Pennsylvania, Washington State, and Quebec all have multi-year wait lists. No one is cutting the line." -On the scarcity argument for their markets: "It takes a little bit longer to get permits going in Pennsylvania or in Washington than it does in Texas, which is the easiest market in the United States for that. We believe that drives a lot of extra value because it's way more scarce, it's way harder to acquire, and there's just not as much optionality." -On the Russell index eligibility post-redomiciliation: "We will now be eligible for inclusion in indices that require one to be a U.S.-domiciled company. For example, we'll be eligible for inclusion in the Russell 1000 and the Russell 3000." -On GPU/memory supply not being their problem: "As a pure play infrastructure developer and owner, that really is not coming into our calculus very much. Mostly that's a customer situation for them to resolve with their own supply chain because we're not the ones investing in the GPUs and the compute and the servers." -On the colocation pivot reducing CapEx: "It just helps to reduce the CapEx 'cause we're no longer paying for the compute."

$SATL great short from high 6’s. Pumpers on here are borderline criminals. Send it to 2.

JUST IN 🚨 NYC Mayor Zohran Mamdani: 'Last night, an alleged member of the Jewish Defense League—designated by the FBI as a "known violent extremist organization"—attempted to blow up the home of Nerdeen Kiswani in a chilling act of political violence and an apparent assassination plot. The defendant allegedly planned to flee to Israel following the attack'

$SLNH what did I tell you, almost there. Keep pushing @jbelizaireCEO!

$BITF loaded to the brim, ready for liftoff. Ben is about to deliver.

$SATL time to slaughter some pigs. The FURUs on here are really slimy.

$SATL added short. Don’t forget the massive shelf.

@bebetter2018 Profit taking but shorts haven’t piled in yet. Very volatile stock, needs to cool off.

@BaronRadwan Is that’s what’s happening now?

$SATL short

@jbelizaireCEO @SolunaHoldings You are a failure. As I said, this junk is going lower to fill that gap. BEARISH.

We keep pushin'. Stay tuned. $SLNH @SolunaHoldings

@SpolianskyLaw @DigipowerX The rumors are true. I am leading a hostile takeover of DGXX. All profits will be mine.

Did you hear the rumor about @DigipowerX $DGXX?

@chinoalemano @Ovatek_Invests You know full well that’s what he meant.

@Ovatek_Invests That part he meant he sold $DGXX shares (dilution) at 6.2, not personal shares. I could be wrong tho.

$DGXX Michel's "never sold a share" contradiction — He says "I never sold a share" multiple times, then literally says "I sold shares at $6.20 a share" in the November institutional raise. That's a direct contradiction in the same interview that Frank never challenged. The previous model didn't explicitly flag this as a standalone issue, but it should be in the complaint as evidence of misleading statements.

@Ovatek_Invests I haven’t seen anyone projecting this hard in a while. I think you’re living in your own little bubble.

@BaronRadwan You sound like an extremely insecure man just so you know

$DGXX it's literally from the transcript of the video

@Ovatek_Invests You’re very emotional “bro”, you need to relax.

@BaronRadwan “LOL” why are you posting like a 12-year-old girl?

@Ovatek_Invests Well you shared the screenshots LOL.

@BaronRadwan Yah…clearly. I’m impressed by your analysis ability, and how you were able to identify my position is not in the green.

@LoveEquine18921 @Ovatek_Invests @RealCryptOGene 😂

@Ovatek_Invests @RealCryptOGene $DGXX you lost $20,626.19 in one trade yet say Im falling for a scam 😂

$DGXX are there any Canadiens that are interested in filing a complaint. I live in the US so I’m dealing with the United States SEC. I have some helpful information.

@Ovatek_Invests @LoveEquine18921 @RealCryptOGene When your position eventually goes green, mine will be very green.

@BaronRadwan @LoveEquine18921 @RealCryptOGene Bro, it's 1.8% of my account in this particular brokerage. I have several brokerage accounts. Believe me this is not a significant loss. I'll make my money back because of people like you and then I'll get out.

@Ovatek_Invests Well seeing as how all accounts I manage are triple digit % green, I’d love to see how smart money is doing. Despite all the noise, my DGXX position is green, yours is not.

@BaronRadwan You are an example of why retail traders are referred to as dumb money

@Ovatek_Invests Yes you really are hurting, it’s pretty clear “bro”. You sound as emotional as someone whose life savings are on the line. If this is 1.8% of your portfolio as you claim, then you would know it’s a high risk trade that didn’t pay off, dump, and move on.

@BaronRadwan Bro, it's like 1.8% of my brokerage account. And that's just one account of several you think I'm really hurting. All this energy coming from me is purely based on principle

$DGXX This is actually an own goal that neither Frank nor Michel appeared to notice. If USDC has zero assets and owns only an idea — and SMCI does the actual manufacturing — then what exactly did insiders receive 10.2 million shares OF? Michel is simultaneously arguing USDC is valuable enough to attract Hans Vestberg AND that it has zero assets. These two statements cannot both be true in the way being presented.

@LoveEquine18921 @Ovatek_Invests @RealCryptOGene Because he can’t accept taking such a huge L after going all in above $4.

@Ovatek_Invests @RealCryptOGene $DGXX why did you keep any if it's such a scam. ❓