bluenode

💼 Ledger a embauché John Andrews, ancien dirigeant de Circle, en tant que directeur financier pour se préparer à une éventuelle introduction en bourse, avec une valorisation potentielle supérieure à 4 milliards de dollars. Andrews dirigeait auparavant les marchés de capitaux et les relations avec les investisseurs chez Circle et était impliqué dans son processus d'introduction en bourse.

@FinancialErnie Hi! Have almost the same numbers, except for $MARA and $BTDR where I have a lower production output, if we make an estimation for a full month prod. Confirmation of $IREN slowing down to favour AI/PHC instead of BTC mining. $CLSK and $RIOT are pretty consistent, witch is good.

Netanyahu says Iran no longer has the capacity to produce ballistic missiles. Israel says it is working with the U.S. to secure the Strait of Hormuz.

$CLSK $MARA $IREN $BTC $ABTC $CORZ $BTDR Day 18: BTDR TBD MARA about circuits to under 5 CLSK holds low 20 IREN back to 14 ABTC bounces back to 9 CORZ mid 4 Hash pops above 1000 Note: Self mining only 🪙 Doesn’t include hosting or spot purchases 💰 Additional photos will be in the replies. 03/18: @BitdeerOfficial 158.8 (weekly 3/13)⛏️ @MARA: 4.95 ⛏️ @CleanSpark_Inc: 20.09⛏️ @IREN_Ltd: 14.13 ⛏️ @ABTC: 9.25⛏️ @Core_Scientific: 4.39⛏️ Global Hash: 1010EH⚡️ Monthly Rank: MARA: 476.09🥇 BTDR: 321.9🥈(as of 3/13) CLSK: 371.04🥉 IREN: 272.53 4️⃣ ABTC: 164.26 5️⃣ CORZ: 75.73 6️⃣

@GregInvestFr Comme toujours cela dépend du point d'entrée de chacun et de l'horizon temps. Mes principaux achats datent d'il y a plus de 5 ans (prix moyen 53,76 aujourd'hui) et j'ai bien profité des dividendes depuis.

@GregInvestFr J'avais mis dans une note 81,95€, 86,90€ et 92,10€ sans avoir plus cherché à les optimiser. Donc pas tellement plus haut qu'actuellement. Je garde des targets assez "réalistes" car je ne crois pas en une croissance sur le long terme. C'est un simple arbitrage.

Vente partielle sur TotalEnergies $TTE 🇫🇷 J’ai décidé de me séparer d’1/3 de ma position sur TotalEnergies, soit 24 actions vendues à 77,20 €. Avec un PRU de 51,37 €, cela représente une PV de +50 % 🟢 Pourquoi cette vente ? → Profiter de la forte hausse récente et sécuriser une partie des gains. → Réduire le risque sur une position qui a déjà bien performé, tout en restant exposé au potentiel restant. Je reste investi sur les 2/3 restants, et je prévois de vendre un 1/3 supplémentaire si le cours monte dans la zone des 85-90 €. Je ne prévois pas de revenir avant un retracement significatif, idéalement sous 60 €, avec un renfort ciblé autour de la MM200 hebdo à 57 €. 💡 Gestion par paliers = sécuriser ses gains tout en gardant une exposition au potentiel de hausse, méthode que je privilégie systématiquement sur mes titres long terme. Surtout sur TotalEnergies, qui est une entreprise cyclique ♻️

@CastilloTrading Both nPOC re-test are touched. Would be great to go up after this to clear now the upper targets.

Walking VIP Members through why I wasn't willing to long $BTC at Premium Prices, that is where we were taking profits. Here is a clip from Monday's livestream going over these setups and methods on why TPing was important, along with waiting for nPOC re-test levels. #Bitcoin

@CastilloTrading First nPOC touched and cleared ✅

Why I’m Not Invested in $NBIS First of all, let me make one thing clear: contrary to what you might think, I’m not an $NBIS bear. But then again, I’m not invested either… and for good reason. Nebius positions itself as a holistic cloud platform with superior software technology that caters to AI-native start-ups and enterprise clients. That in and of itself isn’t a problem, but it means they're directly competing against the largest hyperscalers in the world, who are also targeting that exact cohort with their own set of software solutions (Google Cloud, Microsoft, etc.). Nonetheless, if $NBIS can successfully differentiate itself with its core offerings, it could gain some pricing power, which is the company’s best shot at one day becoming profitable. The problem is, $NBIS is VERY far away from that… Looking at the last quarterly filing, the company’s gross expenses + depreciation equaled ~110% of its revenues. In other words, these two cost categories exceeded the value of the underlying revenues ($249.2m vs. revenue of $227.7m). To be fair, last quarter Nebius still used a 4 year depreciation schedule on GPUs, which is rather short and overstates depreciation. Adjusting for a 5 year depreciation schedule (industry standard) leads us to $144.6m of depreciation. Then, adding gross expenses of $68.5m on top gets you to $213.1m, which equals 93.5% of revenues. And keep in mind, this figure does NOT include the hundreds of millions in costs spent on SG&A, R&D, and financing (interest). So what’s my point with this? The problem is, these are STRUCTURAL costs, the kind that scale with revenue, meaning you can’t easily grow out of them through sheer scale. My point is that $NBIS' pricing power is nowhere to be seen, at least not relative to its costs. Now, most $NBIS investors would probably argue that we are still "early" and that pricing power will show up eventually. My problem with that argument is that the company seems to be allocating a very large chunk of its pipeline towards servicing hyperscalers through bare metal offerings, the kind of “bulk” service that does NOT command significant pricing power. That means, fundamentally speaking, $NBIS is likely very far away from actually becoming profitable. And while right now everyone is focused on headline figures like ARR, the market’s patience will run out eventually... it ALWAYS does for every company. One day, the market will demand to see real profits flow down to the bottom line, and I’m not sure if $NBIS is structurally positioned to deliver on that any time soon. To make matters worse, investors can’t even model out the economics of these large hyperscaler deals, because management provides absolutely 0 information on anything except headline figures. We don’t even know the CapEx associated with these deals, or at the very least, the number of GPUs they have to purchase to fulfill their end of the bargain. Contrast that with a company like $IREN, which gives you all the necessary information to build an entire P&L and cash flow model over the full course of the contract length, which is exactly what I’ve done extensively for our subscribers on Substack. I have a VERY good idea of how much actual post-tax net income $IREN is making in every year of their hyperscaler contract. There are other reasons that further point in the same direction, but I won’t get into them right now. If they fix their cost structure one day, I’m happy to reconsider my stance. But as of today, their “black box” approach to publishing details on their largest deals makes them uninvestable for me.

I subscribed to @Agrippa_Inv for the first time ever and read the entirety of the post on $IREN, took me ~1 hr Initial impression: > He might know more about this company than everyone other than management > Elite levels of detailed analysis > Updated graphs/charts on Childress + BC > Accounts for real risks, not just “pump” or delusion Overall it’s probably the most detailed analysis I’ve ever read on ANY company Genuinely might be one of the best subscriptions out there if you want extraordinary research + digestible info I’ve also been given the green light from @Agrippa_Inv to share some of his thoughts in the substack post, so I’ll be doing that here soon too! Thank you again Agrippa, look forward to learning more from you! Long $IREN 🫡

Want maximum exposure to $Bitcoin 's rebound over the coming months? Go with Strategy $MSTR or top miners. They are best positioned to capture a big share of the ~1M BTC left to be mined 🥇 $BTDR 68 EH/s sub 18 j/TH 🥈 $MARA 66 EH/s sub 19 j/TH 🥉 $CLKS $IREN $RIOT (w/ bonus AI)

$BTDR February 2026 Mining & Operations Updates: 🔹Continuous Hashrate Growth: Self-mining #hashrate reached 68 EH/s with 705 $BTC mined (⬆️ 541% YoY). 🔹Surging #AI Cloud Demand: Deployed 2,096 #GPU, reaching ~$21m ARR at a 64% utilization rate. 🔹Imminent Colocation Deals: In advanced negotiations with prospective colocation clients to execute a significant lease agreement very soon. 🔹Hardware Innovation: #SEALMINER A4-1 on track for mass production in March 2026. DL1 for #DOGE and #Litecoin will launch in Q1 2026. 🔗 Full report: ir.bitdeer.com/news-releases/… #Bitdeer #BitcoinMining #BitdeerAI #AIDC #HPC

@CDavidFloyd @FransBakker9812 @Umbisam Didn't know, thanks for the mention :)

@blue_node_be @FransBakker9812 @Umbisam He’s been out of it for some time now

$NBIS Deal with no details over capex, GPU/MW, pre-payments etc is a nothing burger for me and indicative of a less transparent AI as a service sector, with a growing opaque profitability/cashflows multi-year profile, while it being the most critical reference for long term investors. In general, disclosures’ trend is not good.

@CastilloTrading During past months this was THE indicator to check. Great spot, let's it work out now!

Binance has been steadily bidding Spot $BTC sicne the start of the month, and $BTC is green on the month. I have said multiple times that Bitcoin will stop dropping as soon as Binance stop selling spot, and they have been in buy more for few weeks now.

@FransBakker9812 @Umbisam @Umbisam not holding $IREN ?! He was one of the first accounts I followed while starting to buy some $IREN shares at 6-7$ :)

@Umbisam Happy to hear this from someone who is not holding $IREN. I said the same and I get labeled salty and "cope harder".

Just some above nPOC levels I am watching on $BTC and $ETH for the start of the week.

@NewcomerInvest $BAM is at its highest ever dividend yield, and management has said they strongly believe the business will grow ~20% in 2026. They're raising record amounts of money and seeing strong demand. It sounds like it'll be a good year for them, despite the noise in the headlines.

DATA CENTERS UNDER CONSTRUCTION IN THE UNITED STATES The number of data centers currently under construction by state shows how quickly AI infrastructure is expanding. Texas — 135 Virginia — 134 Georgia — 51 Ohio — 45 Arizona — 35 Nevada — 29 Indiana — 21 Mississippi — 21 Illinois — 19 Iowa — 16 Oregon — 12 South Carolina — 12 Wisconsin — 11 Maryland — 11 North Carolina — 11 Pennsylvania — 11 Utah — 10 Missouri — 8 Wyoming — 7 Alabama — 7 New York — 7 Tennessee — 7 Florida — 7 $NVDA $NBIS $IREN $CRWV $AMZN $MSFT $GOOG $ORCL