Cryptic8VC

“All men dream, but not equally. Those who dream by night in the dusty recesses of their minds, wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act on their dreams with open eyes, to make them possible.” T.E.Lawrence

$CIFR $IREN $WULF valuations. I look at the price levels and laugh. Rarely have I seen such a misprice between fundamentals and Mr. Market. TRIPPLE DIGITS 🚀🚀🚀

The next 10 years will bring breakthroughs in: • Artificial Intelligence • Longevity & healthspan • Robotics & automation • Energy abundance • Space economy This book explains how fast the future is arriving. And @MIT event will bring top experts in the field to discuss the above!

Most people are not prepared for what the next decade will bring. AI. Longevity. Robotics. Abundance My good friend @PeterDiamandis and @steven_kotler just released a powerful new book: WE ARE AS GODS — The Survival Guide for the Age of Abundance. I’m ordering 100 copies. If this tweet reaches 1,000 Likes + RTs, I’ll randomly pick a winner: 🎟️ 1 winner → private pass to an exclusive exponential tech deep-dive 📍 @MIT, Cambridge on May 4th 👥 Only 100 people attending

@BitfuryGeorge 👍👍

6 months later… and still a bestseller. Deeply grateful to everyone who supported And Then You Win and helped this founder story travel. One ask: More founders should write their stories. The next generation needs them. Thank you all 🙏

@BitfuryGeorge 🚀🚀🚀

The re-rate of Cipher Digital has begun, folks. $CIFR at ~$661M projected EBITDA, a 25x REIT-style multiple implies ~$16.5B EV, or roughly $35/share. And this does not include deals on an additional 3000 MWs.

@BitfuryGeorge @AxeleraAI @BitfuryGroup @FabAroundEU #AndThenYouWin

In 2019 @AxeleraAI was just a dream. Born as a @BitfuryGroup spinoff, today it’s a powerhouse — going from win to win. Huge congrats to @FabAroundEU and the team on making impossible possible. bloomberg.com/news/articles/…

@BitfuryGeorge 😂

C'mon Kindle. Let’s make builder stories trend higher than scandal ones 😉

$CIFR Institutional Ownership hits all time highs As of February 2026 Institutions own over 343 million shares

@BitfuryGeorge @BitfuryGroup Happy Birthday to Bitfury !

@BitfuryGeorge @liquid_stack 👍👍👍

Another Big Win 🚀 Our incubation @liquid_stack is being acquired by industrial giant Trane Technologies. 10 years from deep-tech incubation to global industrial scale. Proud of Joe and the team. Onward. investors.tranetechnologies.com/news-and-event…

Over the past few months, we’ve seen crypto prices fall, MSTR trade at a discount to NAV, and institutions step in as weaker hands exit. Back in December, I discussed these as plausible outcomes on an @ARKInvest podcast I recorded with @CathieDWood. The underlying dynamic is that public blockchains, like most financial innovations, move in waves. Trump’s pro-crypto campaign pulled in indiscriminate capital, FOMO, and leverage. That energy expressed itself through inefficient, duplicative DAT structures and new forms of off-chain leverage. At the same time, many large-cap tokens have failed to demonstrate product-market fit or a credible economic model. I expect the market to become more discriminating. Despite recent underperformance, BTC has established itself as digital gold in the minds of many — mine included — and I expect that view to continue to grow. For everything else, the question is straightforward: what purpose does this token serve? If it’s an L1, what are its characteristics, and how do the economics work? It’s not surprising that two relative outperformers in this period — HYPE (Hyperliquid) and CC (Canton) — are L1s with clear product-market fit and viable economic models.

I’m on vacation but couldn’t help notice that Morgan Stanley initiated on CIFR at overweight with a $38 price target. They are still behind me but coming up the curve quickly now. Stock +10%

@BitfuryGeorge 👋

With cryptography legend David Chaum. His ideas made Bitcoin possible. Big respect!

@BitfuryGeorge 🚀🚀🚀

Most startups don’t fail from lack of ideas. They fail from this 👇 21 lessons from building 3 unicorns ($15B) @BitfuryGeorge/21-lessons-i-learned-helping-build-3-unicorns-worth-15b-9af4b79681db?postPublishedType=initial" target="_blank" rel="nofollow noopener">medium.com/@BitfuryGeorge…