Bruce 🦇🔊

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Bruce 🦇🔊

Bruce 🦇🔊

@CableguyVR549

Cable Guy / Amateur Photographer / Beer / Cooking / Life / Radio Friendly Unit Shifter / Crypto Enthusiast / 🖤Horror Movies 🍿

Earth Katılım Nisan 2015
1.5K Takip Edilen748 Takipçiler
CelsiusFactsNumbers
CelsiusFactsNumbers@CelsiusFacts·
#IonicDigital Investor Presentation 01:38 CEO Andy Stewart introduces Ionic Digital & the team 08:00 Overview of where other HPC datacenters are located in Texas 13:29 Who is @Nscale ? Details of the deal they signed 17:30 Why Ionic is a low-risk bet on HPC as a power shell company 20:58 Antonio Piraino (CSO) – Where HPC/AI demand is going and Ionic’s positioning 27:20 Mark Lambourne talks about power in datacenters and Ionic’s expansion plans 33:42 Midland assets (122 MW) and HPC conversion 43:17 Richard Carson (General Counsel) – Governance, why your shares are valuable, new investors are on the same terms (non-dilutive), and direct listing explained 47:26 Chris Hickman (CFO) – Financial overview and recently raised capital 54:10 Ionic Digital is moving out of Bitcoin and becoming a pure-play HPC company 54:50 Why dividends don’t make sense at this time 55:45 CEO closing remarks 57:50 Questions and Answers My thoughts and summary are below.. 👇
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Hood House
Hood House@hood__house·
🚨 $HOOD CHAIN METRICS STRAIGHT FROM @JOHANNKERBRAT - $323 million TVL 🤯 - 52.5 million transactions - almost 1 million addresses - $3 billion weekly DEX volume
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Mark Gurman
Mark Gurman@markgurman·
OpenAI in a new statement says: "While we take these allegations seriously, we’re not aware of any evidence that this complaint has merit. We believe in fair competition and allowing people the freedom to work wherever they choose..."
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Atoms Not Bits
Atoms Not Bits@AtomsNotBits·
America is attempting a $100 trillion industrial buildout. The financial infrastructure to support it does not exist yet. @Melt_Dem, GP at @CrucibleCap, explains why new commodity markets, credit markets, and derivatives are the missing layer of American reindustrialization, and how they let hard tech founders hedge risk at scale. She also names the two commodity markets she wants built in America: ocean freight and space payload.
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Bruce 🦇🔊
Bruce 🦇🔊@CableguyVR549·
@SSeeley92 The only romcom i ever liked was a fish called wanda. 😂🖤
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🥀Sarah 🥀
🥀Sarah 🥀@SSeeley92·
NOOOOOOO!!! HELP ME!!! 😂🖤😜😱😱😱😳😳
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CelsiusFactsNumbers
CelsiusFactsNumbers@CelsiusFacts·
Here's what stood out most from the #IonicDigital investor presentation: Near-term catalysts - Trading / listing before end of this month - 1st Nscale HPC-ready building in Ward County in August Explosive power demand in west texas Multiple hyperscalers and neo-cloud companies are actively contacting Ionic for future grid power in Ward County. Demand is so strong they’re basically being overwhelmed, this due to the low cost power at $0.05 average and as they are in the datacenter business they also (and tenants) benefit from tax exemptions. Major capacity expansion (very low risk) Ward County site targeted for 700 MW total power. Two expansions already underway: • Expansion 1: 89 MW already reserved by Nscale • Expansion 2: 377 MW targeted for end of 2027 All expansions are tied to TNMP & Oncor substation/line upgrades (already well underway). Very little infrastructure risk Ionic is well positioned for base power allocation from ERCOT because they’re not purchasing speculative power and are register as in the datacenter business. HPC Midland pivot accelerating - Confirmed conversion + marketing of Midland site for HPC - Additional 10 MW bump coming in '27 - Mining will continue in the interim (similar to previous deals) HPC / AI Pure play Bitcoin is not viewed as a long-term asset, they’re open to selling when it makes sense to redeploy into higher-return HPC opportunities. Ionic is now fully positioning as a pure-play HPC company Rock-solid partner backing Nscale is spending $2B Capex to build out the Ward County data center. In any default scenario, Ionic takes ownership of the datacenter. 5-year default risk is basically zero: Nvidia guarantees payments + Microsoft has a stake in Nscale. I strongly recommend watching the full presentation. After today’s update, I believe Ionic Digital could reach a $6B market cap (~$120/share) by early 2028 if ERCOT approves the remaining power. $IOND
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Bruce 🦇🔊
Bruce 🦇🔊@CableguyVR549·
#IonicDigital Investor Presentation 🚨
CelsiusFactsNumbers@CelsiusFacts

#IonicDigital Investor Presentation 01:38 CEO Andy Stewart introduces Ionic Digital & the team 08:00 Overview of where other HPC datacenters are located in Texas 13:29 Who is @Nscale ? Details of the deal they signed 17:30 Why Ionic is a low-risk bet on HPC as a power shell company 20:58 Antonio Piraino (CSO) – Where HPC/AI demand is going and Ionic’s positioning 27:20 Mark Lambourne talks about power in datacenters and Ionic’s expansion plans 33:42 Midland assets (122 MW) and HPC conversion 43:17 Richard Carson (General Counsel) – Governance, why your shares are valuable, new investors are on the same terms (non-dilutive), and direct listing explained 47:26 Chris Hickman (CFO) – Financial overview and recently raised capital 54:10 Ionic Digital is moving out of Bitcoin and becoming a pure-play HPC company 54:50 Why dividends don’t make sense at this time 55:45 CEO closing remarks 57:50 Questions and Answers My thoughts and summary are below.. 👇

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Anthony P⭕️wer
Anthony P⭕️wer@cazenove_uk·
Here's a quick look at what the potential value of this 175MW compute power deal is for @CleanSpark_Inc at their Sandersville Facility.
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Anthony P⭕️wer@cazenove_uk

Major milestone for @CleanSpark_Inc 🚀🚀🚀 The company has signed a 20-year triple-net lease with a high-investment-grade global technology company for 175MW of Compute Power at its Sandersville, Georgia data centre, representing $6.6B in contracted revenue (up to $11.6B with extensions). Even more significant, the customer has secured exclusivity over $CLSK 's entire 885MW Texas portfolio, highlighting the strategic value of its power assets. This is a strong validation of @CleanSpark_Inc transition from #BTC mining to a diversified digital infrastructure platform and demonstrates the growing institutional demand for #AI/#HPC-ready power and data center capacity.

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CelsiusFactsNumbers
CelsiusFactsNumbers@CelsiusFacts·
🚨 #IonicDigital announces on their investor day presentation the exit of bitcoin mining and the ongoing conversion of midland sites to HPC! Due to EBITDA margins of 98%! $IOND
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Hood House
Hood House@hood__house·
$HOOD CHAIN - WEEK 1 AGENT METRICS - $77 million agent volume - 2,100 agents - $1.3 million earned by agent builders
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Bruce 🦇🔊
Bruce 🦇🔊@CableguyVR549·
@1carolinagirl 🎶”Farewell and adieu to you fair Spanish ladies”🎶. 😂👏🖤🎥🍿
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: 🤖 Robinhood says eligible US crypto traders will soon be able to connect third-party AI agents from Anthropic, OpenAI and Grok to trade on their behalf, with UK users next.
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Hood House
Hood House@hood__house·
🚨 $HOOD CHAIN METRICS - JULY 13 Chain TVL: $134.7M (+2% vs yesterday) DEX volume: $808.9M (#3 among all chains) 🔥 On Day 10: Robinhood ($134.7M) vs Base ($61.0M) Earn: $67.1M deposited RWA stocks: $12.6M market cap
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Bruce 🦇🔊
Bruce 🦇🔊@CableguyVR549·
@ScottPresler I’m fine with them as long as they keep them away from residential areas.
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ThePersistence
ThePersistence@ScottPresler·
What’s your honest opinion on data centers? I want to be able to tell elected officials how you feel about them.
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📷
📷@NikkiSixx·
Favorite first album’s from any genre or any decade?
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