Leo Liu

19 posts

Leo Liu

Leo Liu

@messingliu

Beigetreten Mayıs 2009
56 Folgt31 Follower
Leo Liu
Leo Liu@messingliu·
Crazy saturday
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Ca$hLa₿卓倫
Ca$hLa₿卓倫@cashlabzl·
🔮 Let's continue our game today!! Yesterday’s closing price was 0.0047, and while no one won, there were cheers all around. Could the sudden spike in volume be due to whales or exchanges entering the scene? Let’s keep a close watch, and in the meantime, continue with our game! Predict for free and win up to 60,000 $DOG coins. Target: Predict the closing price of $DOG on October 11. Deadline: October 11 at 14:00 UTC. 🏅 First Prize: Exact prediction wins the entire pot. If multiple winners, the pot will be split. 🥈 Second Prize: Close predictions within +/- 3 decimal places win 3,000 $DOG. 🥉 Third Prize: Slightly broader predictions within +/- 6 decimal places win 1,000 $DOG. Since the prize pool is a fixed 60,000 coins and not dynamic, we follow a winner-takes-all rule: if a first prize winner emerges, no lower-tier prizes are awarded. Any unclaimed prize money cascades down to the third prize if the second prize isn’t fully claimed. Results will be announced after the market closes. To enter for free, you need to: 1️⃣ Post your predicted price here. 2️⃣ Follow @cashlabzl. 3️⃣ Like and retweet this post. Good luck to everyone! And remember, this prediction activity is fully funded by me, completely free, and a tribute to @Leonidas_NFT’s Fair&Free initiative. It helps keep the conversation about $DOG alive, and thanks to the community, I’ve gained more exposure. Thank you for your support and participation! Note: The closing price will be based on Gate.io’s spot prices. Prizes will be transferred using the UID on this exchange for a fast and free process, and to keep my wallet address private. Thanks for understanding. If you're not registered, feel free to use my invite link: bit.ly/3YesVVV (ignore if not needed).
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Leo Liu
Leo Liu@messingliu·
@CrabSolana HuKDoD3p1vA5ijvPMqTKE5BthQ47n841q5sa6uH4sapS
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STEPN GO
STEPN GO@Stepnofficial·
It’s the final day of our #STEPNEaster24 contests! ‼️ For this last challenge, we want to see your STEPN runs! 🔹 Like & RT this post 🔹 Comment with a screenshot or your daily STEPN session using #STEPNEaster24 🔥 1 lucky winner will receive a level 5 Comfort Gem! 🏆 🗓️ Deadline: April 3rd, 10am UTC Notes: 🔹 One entry per person 🔹 5 Energy minimum 🔹 Run should be dated from April 1st to April 3rd 🔹 1 winner will be randomly drawn Happy Easter! 🐰
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Leo Liu
Leo Liu@messingliu·
@Invst_Informant This is not correct. CLSK's cost should be ~40k (81,316k/2020 attached image) before halving. 28k is only Cost of revenues (exclusive of depreciation and amortization) after halving which is ~14k before halving.
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Danny Marques | Investing Informant
Danny Marques | Investing Informant@Invst_Informant·
3/21: LATEST #Bitcoin Miner Model - Industry's MOST complete view of the KEY metrics needed to evaluate all public miners to see who's best prepared to survive the halving 📕👇 Key Observations 👍 1) Top 5 overall miners -> $CLSK $MARA $RIOT $CIFR $IREN (remains unchanged) 2) Highest operational uptime -> $CORZ $CLSK $CIFR 3) Lowest cost of Energy per BTC -> $CIFR $BTDR $CLSK $IREN $RIOT 4) Highest EH/s by 2H2024 -> $MARA $CLSK $RIOT $CORZ 6) Best energy efficiency -> $MARA $WULF $CLSK $HIVE $CIFR 7) Highest BTC /EHs (Feb) -> $GRYP $DGHI $HIVE 8) Most BTC Mined (Feb) -> $CORZ $MARA $CLSK $RIOT $WULF 9) Largest Institutional ownership % -> Bit Digital, CleanSpark, Riot Blockchain, Marathon, TeraWulf Key Observations 👎 1) Highest cost of Energy per BTC -> $WULF $SDIG $HIVE 2) Lowest operational uptime (last 3 months) -> Mawson, Riot, Argo, Stronghold, Marathon 3) High SGA expenses as % of revenue -> Greenridge, Hut 8, Cipher Mining, Mawson 4) Lowest EH/s by 2H2024 -> Greenridge, Mawson, DMG Blockchain, BitDigital, Hive Digital 5) Lowest Institutional ownership % (>$75MM market cap) -> $BTDR $HUT $CIFR $IREN Overall BTC Mining Industry Metrics: 1) Miners represent 1.81% of Bitcoin MC 2) Miners hold about 0.22% of all #BTC in circulation 3) Public Mining industry valued at $23.62B (I expect it to be at $100B by end of year, conservatively) Feel free to challenge me on any stats and take note of my footnotes. I suggest you ALL bookmark this as I update, and please like/share with the community if you found it insightful! How I derive ranking: The best miner in each metric is assigned a score (1 being the lowest; the lower the score, the better you rank) Sources: Self-calculations, Investor relation press release, February production data, quarterly reports, Cantor Fitzgerald Jan 2024 report for "All-in cost per BTC". BEST accounts on X to be informed on all things BTC + BTC-mining related 👇 @theBTCMiningGuy @mithcoons @Micro2Macr0 @mikealfred @Freedom_By_40 @LeaderInvests @sebastian_ski @cazenove_uk @mikealfred @thepowerfulHRV
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Leo Liu
Leo Liu@messingliu·
@Charge_Stack @CleanSpark_Inc Hi man, Why do you think CLSK is very efficient? The cost of CLSK (including depreciation, amortization and operation cost) is (81,316k/2020)=40255 per btc. Which is slightly better than MARA( ~44k per bitcoin).
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D.R. Lewis ⚡
D.R. Lewis ⚡@Charge_Stack·
Finishing my DD updates for the 6 #Bitcoin mining positions in my portfolio with my #1 position, $CLSK @CleanSpark_Inc - (Price🎯at bottom) Why CLSK? Execution, efficiency, effective leadership, clear communication, stable energy contracts, and vertical integration - $CLSK fully owns 6 mining facilities in GA (~3.5M SF of land/buildings, w/~131K deployed miners currently generating 16.0 EH/s), all tied to a cost-controlled GA power grid they have invested in to upgrade. $CLSK went from 10 EH/s to over 16 EH/s in Feb and is racing to 20+ by 1H 2024 as MS, Dalton & Sandersville continue to ramp up. Owning the land, buildings, miners themselves (being "asset heavy") makes operations more efficient, predictable, & reliable. Foward guidance is large, realistic, and attainable. My top bitcoin mining sector position. Metrics: •HODL 4218 #BTC (~300$M) •MCAP $3.45B (3/15 - #2 in sector) •Current EH/s 16.0 •Q1FY2024 Revenue $73.8M (+165%) •Q1FY2024 adjusted EBITDA: $69.1M •Revenue growth YOY: 165% •Net income: $25.9 million •Less than $15M debt •Total Assets: $862.7 million Forward Guidance: CleanSpark's operating hash rate increased 60% to 16 EH/s in Q1 of 2024. With the ramping up of their large-scale new facility in Sandersville, expansion at Dalton and the 3 new acquisitions in MS, the path to 20 EH/s in 1H 2024 is clear and attainable: •Sandersville began energizing their first 4.6 EH/s in Feb. Remaining equipment is set for imminent install, which will raise their total another +1.4 EH/s. •Expansion of existing Dalton campus and the purchasing of another #bitcoin mining facility there is lifting production from 0.8 to 2.4 EH/s (+1.6 EH/s) •Purchase of 3 turnkey mining facilities in MS adds 2.4 EH/s to their overall rate. Teams were deployed to Mississippi and began transitioning those sites into $CLSK's portfolio immediately, adding 1.5 EH/s to the fleet in Feb, with 0.9 more EH/s hash to be added. Path to 50 EH/s? - CleanSpark has locked in a purchase option on ~30 EH/s of miners at a fixed price, giving them the ability to scale growth at a fixed/low price before the anticipated boom in prices on miners as Bitcoin surges. Both expansion of current ops and acquisition of more facilities are on the table. The company will no doubt continue to use cash/shares from their shelf (a 3 year window to sell shares when market conditions are favorable) to add accretive value to shareholders. Takeaway: CleanSpark invested during the bear market and stepped on the gas pedal last year, securing the very best mining rigs money can buy and undergoing rapid, vertically integrated growth. They have assembled a sharp, diligent team and operating practices are elite. Today, they operate at over 16 EH/s, run more than 131,000 machines with maximum uptime and efficiency, have a hodl of 4218 #bitcoin and less than $15M in debt. The ATM and purchase option for miners outlines a potential growth path to 32 EH/s by EOY and +50 EH/s by 2025. ------ Price target for $CLSK: 🐻$44, 🟰$92, 🐂$165 Target is based on forward guidance, primarily in terms of EH/s expansion, how achievable that growth is, costs, their large HODL and use of FASB accounting rules, the rising price of Bitcoin, and market sentiment. FOMO will be real! There will be many factors working in favor of the bull thesis here - expected Quantitative Easing by the Fed in 2H will inject liquidity into the market, the April halving, ETFs continuing to intensify supply shock, and EH/s expansion are some of the larger ones. ------- Here are the links to the other miners I covered over the last 6 days: Tuesday $WULF - x.com/Charge_Stack/s… Wednesday $CIFR - x.com/Charge_Stack/s… Thursday $IREN - x.com/Charge_Stack/s… Friday $MARA - x.com/Charge_Stack/s… Saturday $BITF - x.com/Charge_Stack/s…
D.R. Lewis ⚡ tweet media
D.R. Lewis ⚡@Charge_Stack

Current #Bitcoin    #btc    stock portfolio: $CLSK 35.88% $MSTR 15.17% $MARA 14.62% $BITF 14.43% $IREN 10.28% $CIFR 5.99% $WULF 3.63% I am going to update DD threads and investment thesis for each miners I hold over the next week - things change quickly w/EOY & Q1 reports, Feb production updates, and the application of FASB accounting rules and lots to add since the last posts. Tuesday, 3/12 @TeraWulfInc Wednesday, 3/13 @CipherInc Thursday, 3/14 @irisenergyco Friday, 3/15 @Bitfarms_io Saturday, 3/16 @MarathonDH Sunday, 3/17 @CleanSpark_Inc Rotation between positions is still possible, but primarily just looking to add/expand these holdings with new money when the timing is opportune and/or FUD opens a door. Feels like big moves are ahead, GL all!

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NFTSTAR- MetaGoal Preseason is live now!
According to sports business media outlet Sportico, these are the top 10 highest-earning stars of all time. 🔎👀 Who has the highest income? 💜RT + Likes 👛Leave address 🏆5 correct winners will be picked for 2k Mcoin ⏰48H #Metagoal
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Leo Liu
Leo Liu@messingliu·
@THENFTSTAR 3 0xBDCE24a1bd04bB4E57CDC38d8ac34fF4C3797C63
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投机实验室
投机实验室@LabSpeculation·
ChatGPT的API都开放了,再不了解ChatGPT如何应用到商业真的容易被淘汰,很多国内的朋友利用信息差已经赚了上百万美元。 这是@garryflix 建立的ChatGPT 商业速成课程,是一整套非常全面的ChatGPT*商业攻略,价值不菲,应该是限时免费的。 不过我花时间把它翻译成了简体中文,有需要的朋友可以保存下来使用👌 点赞 转发 评论 关注@garryflix@LabSpeculation 然后私信我,我会发给你😄
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天青色等烟雨不等你
天青色等烟雨不等你@liulianlubi·
撸毛工具:谷歌邮箱+Twitter+Discord+Telegram ,把这些基础的东西都准备好。好多人的推特关注量不够, 大家可以在评论区进行推特互关。
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鉴叔
鉴叔@jianshubiji·
撸毛三件套:谷歌邮箱+Twitter+Discord 熊市没事情干就养养号,把这些基础的东西都准备好。 大家可以在评论区进行推特互关👇
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STEPN GO
STEPN GO@Stepnofficial·
We are giving away 6 APE Sneakers in three days! 3 on Twitter and 3 on Instagram (Stepncom): 1⃣ Follow us 2⃣ Retweet 3⃣ Tag 3 friends & comment below
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Leo Liu
Leo Liu@messingliu·
@elonmusk a little bit cheap but a good start
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Leo Liu
Leo Liu@messingliu·
Confusing
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Leo Liu
Leo Liu@messingliu·
thinking' getting down to fulfill your dream!
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Leo Liu
Leo Liu@messingliu·
Back
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