Erik Ellingson 🛡️

@McnallieM No love for CORZ or CIFR?

🚨 The biggest industry transformation nobody saw coming 🚨 Bitcoin mining revenue: 85% of total income in early 2025 Bitcoin mining revenue: forecast below 20% for many by late 2026 What happened in between? $70 BILLION in AI & HPC contracts 🤯 The scoreboard right now: $WULF — $12.8B contracted ⚡ $HUT — $7.0B River Bend deal ⚡ $IREN — $9.7B Microsoft deal ⚡ $RIOT — $311.0M AMD anchor + 200MW optionality ⚡ $MARA — Exaion & Starwood AI Pivot⚡ $HIVE — BUZZ HPC & Bell Contract ⚡ $KEEL — LatAm Exit, all-in North American AI ⚡ $SLNH — Briscoe & 300MW AI Dorothy 3 ⚡ $ABTC — 89K miners, lowest cost producer ⚡ $WYFI — $865.0M Nscale deal⚡ AI revenue share across the sector: Q4 2025: 30% EOY 2026 target: 70% These aren't Bitcoin miners anymore, They're AI infrastructure companies that happen to still mine Bitcoin on the side!!! The "Mullet Data Center Strategy" — AI in the front, Bitcoin in the back 💈 Which company makes the pivot best? Drop your pick 👇

Our ninth DCG Summit is a wrap, the largest to date. Three days in Spain with 250+ of the greatest founders and leaders from across 5 continents, building the future of digital assets. The strength of our community is unbeatable.

Fortitude CFO @ERikE22 will be in Las Vegas this week and is open to connecting with investors and analysts. If you’re around and would like to chat, shoot us a DM.

@RealVision @Jamie1Coutts Very exciting time to be a part of the ecosystem. Study BTC in 2013.

$ZEC / $BTC looks textbook. Multi-year decline. Breakout. Falling wedge. Another breakout. The chart is one thing. The buyers are another. Naval, Winklevi, Balaji, Paradigm, a16z, Coinbase Ventures. @Jamie1Coutts 👀

@Anonymistxyz @BarrySilbert Not quite. Almost. Over 18.5 GS/s in April and even higher than that dating back to January for a short stint. An exciting time nonetheless! 👏

New miners coming online. It’s another ATH for the Zcash Hashrate 📈

Our view: Zcash sits at the intersection of two secular trends, institutional crypto infrastructure and rising demand for programmable financial privacy. We continue to see $ZEC as one of the most asymmetric opportunities in digital assets.

Meanwhile, the privacy thesis continues to validate on‑chain. The shielded pool now exceeds 5.15M ZEC, ~⅓ of the ~16.6M circulating supply. The market is voting with its balances. z.cash

Three extremely positive developments for the Zcash ecosystem were announced in the last 60 days that reinforce our conviction in the asset and its long-term investment case. 🧵 Exciting news from a diverse set of market participants @FoundryServices, @ZODL_co, and @Robinhood.

Great momentum at the Centri Capital Conference at @Nasdaq last week, where Fortitude CEO @Andrea_Childs_ and CFO @ERikE22 discussed $ZEC and our role in the ecosystem. #Fortitude #Centri #CentriCapitalConference

@mert Zcash ✔️

cyberattacks are increasing, ai is scaling, and communism is rising private crypto has never been more important for security, safety, and sovereignty more news soon

Big news

@ryanwalpole1999 Looks like paradise!

Im back

Tim Cook is stepping down after 15 years at Apple. The stock returned 20x on his watch. One of the best CEO runs in history. In that same window of time, bitcoin is up over 7,500x. No CEO. No board. No quarterly earnings. No company. No other asset comes close.

Headed to @Nasdaq this week for the Centri Capital Conference. Looking forward to sharing what we’re building at Fortitude.