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60 posts







lol. Sleight of hand from $IREN to dupe investors. Previous Guidance was $1B ARR for M. & C.F. on 40k b200s at ~$46k each. NOW $1.3B ARR for M&CF on ~50k B300s at ~$59.5k each. B200 "payback": 1.84 years B300 "payback": 2.29 years Payback period gets worse but "ARR" headline gets bigger. NOTE: Prices paid for GPUs is based on orders from 2025, NVDA has stated they have raised prices since then. @RealJimChanos has been spot on for calling attention to their (lack of) margins.


Damn, @Fundstrat's Head of Digital Asset Strategy, @SeanMFarrell, pretty much nailed this market downturn with a call made back in Dec! "My base case is a meaningful drawdown in 1H 2026" $BTC falling to $60k-$65k ✅ $ETH to $1.8k-$2k ✅ $SOL to $50-$75 🟡









Actually wild to see how much in Bitcoin ETF inflows we saw on October 7th. Both times (big green spikes) have now marked local tops. Makes me think we have some big negative outflow days coming which could actually mark the local bottom.






















