BTC&IRENMAXI

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BTC&IRENMAXI

BTC&IRENMAXI

@BTCIRENMAXI

$BTC and $IREN Maxi. Not a financial advisor. I buy and sell at my own discretion without notice.

Katılım Mayıs 2022
336 Takip Edilen347 Takipçiler
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
It is unlikely I will be able to get through to democrats at this point but I'll give it my best shot. I supported Barrack Obama in 2008 and 2012. I supported Bernie Sanders in the Democratic primary in 2016, then supported Donald Trump in the general election. I supported Joe Biden in 2020. After the last 4 years, I support @realDonaldTrump more than ever before. Let me explain. I am a Puerto Rican who lives in Puerto Rico. I cannot vote for the president of the United States of America. However, it is clear to me that this is the greatest country in the history of humanity. The Democratic party is in need of a wake up call. At some point during or after the presidency of Barrack Obama, they began to think that Americans are stupid. Together with the mainstream media, they became undemocratic; putting their thumb in the scale of the 2016 primaries and now, 8 years later, downright picking the candidate without the consent of the electorate: @KamalaHarris. In 2016 I was hopeful for the party. When Trump won I had thought the Democrats understood the message the people sent them: We are not stupid. Instead, the Democratic party took Trump's victory as a confirmation of what they already apparently believed: Americans are REALLY stupid. The core principle of the American Dream has always been the following: If you have merit, you can make it in America. The Democratic party is slowly stifling this principle out of existence with DEI and the Woke Mind Virus as @elonmusk calls it. Puerto Ricans like myself do not want to be given something we did not earn. We want to WIN it. Satisfaction and a sense of accomplishment cannot be gifted; it must be EARNED. We want to EARN our living in free competition against our fellow citizens; regardless of race or gender. We want to see men and women of MERIT at the top of every profession; not unqualified and entitled ones who were GIFTED their position for having a certain political view, skin color, or gender. Americans, of all races and genders, are NOT stupid. Very few people can lie to themselves for very long. Most people who do not EARN their success will know deep down that they did not earn it. They will have to live with that by no fault of their own. DEI is a dangerous disservice to the people it purports to help most. The road to hell is built on good intentions. If @realDonaldTrump wins in 2024, I hope the Democratic party learns the correct lesson this time. No, Americans are not stupid bigots. Rather, Americans are the smartest people in the world and it is time for the democratic party to look in the mirror.
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CK Capital
CK Capital@CKCapitalxx·
$NBIS is sitting at ATHs while $IREN sits 35% below ATHs. $NBIS is clearly the better company, happy for those who rotated from $IREN to $NBIS recently.
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Lazarus
Lazarus@Lazarus_Capital·
Live look at $IREN bulls after $NBIS 20F drops
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BetMGM 🦁
BetMGM 🦁@BetMGM·
One of the craziest sports stats you'll see: 19 of 20 horses in this year's Kentucky Derby are descendants of Secretariat The greatest of all time
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
The #1 thing for me is the CEO, @Akshay_Naheta. I invest in people first; companies to me are secondary and only as good as their management. Resume of this guy is insane. Former top level Softbank guy. Prominent involved with the Arm/Nvidia deal that was blocked by govetnment. You probably can’t get Masayoshi Son or Jeffrey Sprecher, CEO of Intercontinental Exchange (who btw own a big chunk or $BKKT and likely have not sold because of the CEO $BKKT has now) to say anything negative about this guy. Would ICE be holding this company 99% down from All time highs if they did not think there is something big here and likely something or great value to the NYSE? Furthermore you have several catslysts possibly around the corner including Clarity act and $BTC ripping DTR acquisition was an excellent idea and locks the CEO into full skin in the game mode on $BKKT. How do you think he took his payment from that deal? Cash or shares? All shares. The Investor day presentation will do a better job at explaining their roadmap than me; like I said I look for value in different places than simply what the company say it will do. Last but not least the CEO’s resume alone in my opinion is worth the market cap of this company. Add to that the fact that @mikealfred and @LynAldenContact agreed to join the board… And I really don’t need to see the roadmap at this valuation, frankly. Happy investing
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FideEtFerrum
FideEtFerrum@reconquistamind·
@BTCIRENMAXI Genuinely trusting your take here, what’s your main thesis for $BKKT medium to long term? Why did you decide to accumulate it? Appreciate your view
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
Possibly making 1-3 new investments this year for the next 5-10x+ across Bitcoin, crypto, and AI—crypto looks more exciting now that nobody cares again. Historically, all of the *fastest* 10x+ stocks I’ve bought were ignored right before a major bull run. Any guesses to what I’m looking at? 👀
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
@reconquistamind @BitcoinAIGuy Don’t listen to 15 minute of fame photonics traders. Check the resume of the CEO and board. Not financial advise; but traders don’t know anything about building companies. The $BKKT team does. I’m not in it for a trade though and I would not recommend that.
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
@BitcoinAIGuy $BKKT and $BMNR are the most obvious IMO. Have been accumulating both.
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Blockspace
Blockspace@blockspace·
.@MARA is leaning more aggressively into its AI/HPC strategy. The company just announced a $1.5B acquisition of Long Ridge Energy, a 505 MW natural gas plant and site on which MARA currently hosts 200 MW of bitcoin mining activity. Now, MARA plans to repurpose the site for AI/HPC loads, with an option to expand to 600 MW of capacity. MARA expects the deal to close next quarter and for construction to commence in the first half of 2027 with energization in mid-2028.
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
@Lazarus_Capital Thats always how it begins. Needing to acquire others because your tech isn’t good enough🤣
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Lazarus
Lazarus@Lazarus_Capital·
lol. Just today $NBIS acquired the top inference provider AND got a shoutout from $NBIS but I’ve already seen more posts celebrating $IREN energizing sweet water… behind schedule…
Wall St Engine@wallstengine

$IREN energized its 1.4 GW Sweetwater 1 data center site in Texas, connecting the substation to the ERCOT grid and marking a key step in building out its 2 GW Sweetwater campus. The company said power will ramp as data centers are commissioned.

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CK Capital
CK Capital@CKCapitalxx·
I really don’t see why people bother buying $IREN when you can just buy the better company in $NBIS Both $IREN and $NBIS have a Microsoft contract. That is where the comparison ends. $IREN signed a $9.7 billion Microsoft deal in November 2025. Good contract. Real revenue. But that is the last major contract announcement they have made. The pipeline since then has been smaller neocloud names like Together AI, Fluidstack, and Fireworks AI. Nothing wrong with that but it is a very different customer profile. $NBIS signed a $19.4 billion Microsoft deal. Then signed a $27 billion Meta deal in March 2026. Then won the contract to build and manage Israel’s national supercomputer. Three massive contract announcements in rapid succession and the velocity is not slowing down. Microsoft chose both. Meta chose $NBIS. A sovereign government chose $NBIS. Nvidia chose $NBIS with a $2 billion direct equity investment and preferred GPU allocation that no competitor has access to. $NBIS was also the first company in Europe to deploy Nvidia’s HGX B300 Blackwell Ultra and holds Nvidia Exemplar Status for training workloads. $IREN is executing on one big contract. $NBIS is stacking them. And while $IREN sits under a $6 billion ATM equity offering that represents 37% of their market cap drip feeding dilution into shareholders, $NBIS raised $4 billion in convertible debt and has the backlog to justify every dollar of it. $46 billion in contracted backlog. $7 to $9 billion ARR by end of 2026. 12 analysts. Strong Buy consensus. Same theme. One company is building a business. The other is building a pipeline. $NBIS
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
@otium33 I asked claude for financial advise on $IREN into earnings. To summarize: “Pivot intact; eyes on Microsoft deal delivery. Make sure you can take a 30% drawdown” 🤣🤣
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otium
otium@otium33·
$iren holders the day after earnings next week with no deal announcement or energization news
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Serenity
Serenity@aleabitoreddit·
$SLNH is a shtco like $BKKT, $ASST, and $IREN. That is actively diluting everyone with a $500M ATM. Not sure why anyone even listens to a guy who has consistently crashed retail portfolios over and over. I’m going to watch them raise $500M off retail bagholders that get diluted to $0. Then say “we have $500m on our balance sheets, MC should be higher” and award themselves SBC off the ATM. They’re all absolutely terrible longs.
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Lukas Frijek
Lukas Frijek@LukasFrije1re·
$IREN has 6B$ ATM open and will launch convertible notes immediately after announcing new deal. And this guy is talking about dilution. P.S. $NBIS has annually 20% cap on dilution by management law. $IREN is free to dilute as much as they want. The capex is YOU
Jim Liu@jiahanjimliu

Signing big B2B deals helps pumps the stock to get funding at 2x inflated market cap and thus 1/2 the dilution and they figure out the buildout and permits later. It’s not for me but it may work, idk. 🤷‍♂️. Risk to the shareholders but easier on their cap table. If the execution faces hiccups, they do what benefits them at the cost of shareholders.

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Matt Allen
Matt Allen@investmattallen·
$MARA Mara is the most misunderstood stock in ai right now The Starwood partnership gives MARA access to hyperscalers looking for multiple sites at scale. The Exaion acquisition is the piece most people are sleeping on. Countries and international companies do not want to work with U.S. based cloud providers because of the U.S. Cloud Act. Exaion solves that. MARA has 240 MW live in the UAE and dilution is not required for CAPEX. I am very bullish on this company
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Daniel Roberts
Daniel Roberts@danroberts0101·
Where power becomes intelligence. NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN
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BTC&IRENMAXI
BTC&IRENMAXI@BTCIRENMAXI·
The rerating on $BKKT will be biblical
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Kirsten Grind
Kirsten Grind@KirstenGrind·
NEW: Elon Musk took $500 million in loans out at SpaceX, a move that would have been illegal at a public company. It's just one example of the years of financial engineering at the helm of his companies. Latest investigation with @susannecraig nytimes.com/2026/04/24/tec…
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ian bremmer
ian bremmer@ianbremmer·
trump pulls down kushner/witkoff trip to islamabad. but for the first time no trump ultimatums to iran, no “or else.” restarting the war only a losing option for him. the iranians appear to have realized this.
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