Bruce_Lee_Wayne

478 posts

Bruce_Lee_Wayne

Bruce_Lee_Wayne

@Bruce_LeeWayne

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Katılım Ocak 2024
481 Takip Edilen125 Takipçiler
Bruce_Lee_Wayne
Bruce_Lee_Wayne@Bruce_LeeWayne·
@edvestments Sealy isn't energized yet still you think they will land a deal for it... With a different client? Is Bod studies done?
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Edvester
Edvester@edvestments·
$clsk Sandersville deal is now falling into my original Sealy deal window. Which means to me we may get both at the same time. Hence the current hiring for both locations. Sealy substation is under construction and Sandersville is energized so both are ready from that perspective
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CS Investor
CS Investor@BTCAI156·
Best Short Squeeze candidates 🚨 $CLSK $WULF $MARA
CS Investor tweet media
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BMNR Bullz
BMNR Bullz@BMNRBullz·
🚨 MAJOR BITCOIN RESERVE UPDATE COMING White House crypto adviser PATRICK WITT says a “big announcement” on the Strategic Bitcoin Reserve could come within the next few weeks. The U.S. already has Bitcoin on the government balance sheet. Now the next step is coming into focus. bitcoin:native
BMNR Bullz@BMNRBullz

🚨 CYNTHIA LUMMIS: CRYPTO MARKET STRUCTURE BILL MARKUP IN MAY “We are gonna get it to the finish line.” Regulatory clarity is moving closer. $BTC ethereum:native

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Earnest Hamilton
Earnest Hamilton@FinancialErnie·
$CLSK Two down and Four more to go! Such a great first day of the conference speaking with both @harry_sudock and @smatthewschultz on their past experiences, present activities, and their future vision for @CleanSpark_Inc 👏
Earnest Hamilton tweet mediaEarnest Hamilton tweet media
Earnest Hamilton@FinancialErnie

$CLSK Tomorrow I’ll be heading to Vegas for the $BTC conference ✈️ My main focus will be networking with the @CleanSpark_Inc team and holding one-on-one interviews with @smatthewschultz, @GaryVec, @taylorbmonnig, @harry_sudock, @sprainhill, and @Rex_Finance. I’ll be asking about each aspect of the company from overall BTC and HPC strategy, financial strategy, technology innovation, land and power strategies, derivative trading, and how they plan to grow the business and market cap. If you have any questions, drop them in the comments.

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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
Wow. The White House just announced that grid infrastructure is essential to national defense. This includes transformers, transmission lines and conductors, substations, and high-voltage circuit breakers. Companies working to electrify America will have a big tailwind.
Anthony Pompliano 🌪 tweet media
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Bruce_Lee_Wayne
Bruce_Lee_Wayne@Bruce_LeeWayne·
@FinancialErnie @smatthewschultz $CLSK needs to help the market understand it's breadth and depth of the business. It would be awesome if you officially work for them and give crucial details about sites/infra/mining etc. Right now, their image has been tarnished as a miner who missed the AI wave
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Earnest Hamilton
Earnest Hamilton@FinancialErnie·
@smatthewschultz Thanks Matt! I appreciate your kind words and excited for everything your team is building 🏗️
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Bruce_Lee_Wayne
Bruce_Lee_Wayne@Bruce_LeeWayne·
@Z3TURIN @edvestments There is nothing to "see". We all build our thesis and bet on stocks sometimes it works big time sometimes it does not that's the game. Nevertheless, I know I will make profits but how much will I make no one really knows. I am also invested in IREN/CIFR/ASTS
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ZETURIN
ZETURIN@Z3TURIN·
$CLSK just have a look what the market is pricing right now for HPC $APLD just land a $7.3B deal for 300Mw and has increased 1B in capitalisation Cheers to all that think a 200Mw deal is going to double the mcap 😂
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Bruce_Lee_Wayne
Bruce_Lee_Wayne@Bruce_LeeWayne·
@Z3TURIN @edvestments We are talking about a sector which is experiencing heavy tailwinds and unprecedented demand. By getting 200MW deal the stock gets rerated for their 1.8GW power out of which 1GW is dedicated for HPC. Markets are forward looking...That's my thesis
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ZETURIN
ZETURIN@Z3TURIN·
@Bruce_LeeWayne @edvestments APLD have close to 1GW on HPC contrated Last year their was a premium on those contract, i assume the market have changed. Will see but a 200Mw contract for CLSK will add probably 500/600M to the cap, its not going to add 3 billions
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Bruce_Lee_Wayne
Bruce_Lee_Wayne@Bruce_LeeWayne·
@Z3TURIN @edvestments APLD has 7x in the past 1 year. These deals were priced in already. CLSK has not even begun. In Sept-Oct 2025 just the pivot to HPC AI led to a rally in the stock. Bottom line is AI deal is not priced into the stock
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Bruce_Lee_Wayne
Bruce_Lee_Wayne@Bruce_LeeWayne·
@IamBitcoinTrail @smatthewschultz $CLSK won against microsoft bidding for power/land in Cheyenne Wyoming right? Is this the same 110MW or had they acquired additional power which is not yet used?
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TheBitcoinTrail
TheBitcoinTrail@IamBitcoinTrail·
@smatthewschultz The initial Microsofit site in Cheyenne is 11 miles from the CLSK mining sites. It's also right next to Blackhills energy. Since CLSK has 110MW of contracted power, it could be a combination of direct and CLSK deployed sites or power. Time will tell.
TheBitcoinTrail tweet mediaTheBitcoinTrail tweet media
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S Matthew Schultz
S Matthew Schultz@smatthewschultz·
I do not believe that the vast majority of folks are aware of this…. Additionally, if you understand the ‘interrupt-ability’ of bitcoin mining, pairing mining with AI/HPC is an absolute no brainer. I asked @grok to summarize the Duke University study on grid headroom. @CleanSpark_Inc isn’t guessing. We’re building, and we’re intentionally maximizing the value of every single megawatt. I can’t wait to share. In the meantime. Please enjoy: The Duke University study from the Nicholas Institute, published in February 2025, shows the existing U.S. power grid has a ton of untapped headroom for big new loads like data centers and factories—if those loads can be a little flexible. The key finding: Across the 22 biggest balancing areas that cover 95% of U.S. electricity use, the grid could handle 76 to 126 gigawatts of new flexible load. That’s roughly 100 GW on average. It only requires those loads to cut back power for about 0.25% to 1% of the time during peak stress—basically just a few hours a year. The idea is the grid’s already built to handle rare extreme peaks, so instead of rushing to build tons of new power plants and lines, we can let these big users dial down briefly when needed. That speeds up connections, saves money on infrastructure, and keeps things reliable without slowing down AI growth or electrification.
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Market Maestro
Market Maestro@Market_Maestros·
$CLSK - based on a modified discounted cash flow for high growth companies model: The BASE case for CleanSpark is sitting at $74 per share based on intrinsic value. Before a deal..... Are we bullish enough?
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Northwise Project
Northwise Project@InvestNorthwise·
$CIFR enters a more conditional chapter through its next wave of expansion sites, where the portfolio begins to reflect management’s attempt to scale its infrastructure thesis across a broader and more uneven footprint. The distinction shifts toward separating depth from realization, as nearer-term additions, long-duration bets, and embedded optionality each carry different timelines and strategic weight. This layer of the portfolio reveals how future value depends less on aggregate scale and more on the company’s ability to convert controlled sites into assets that align with evolving compute demand.
Northwise Project tweet media
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