TheWaveIsComing

@DustinHuntwn CEO thinks he deserve 7m for each 7m of BTC bought by the money on others 😂 @Strive

$ASST TOP 10 Strive Surpasses CleanSpark In Top 10 Bitcoin Treasury Rankings After Adding 317 BTC Also Strive (ASST) CEO Cole Matthew Ryan Granted 702,856 Restricted Stock Units👇

@B1ueSkyBreakOut won't change anything to the price action lol this company is shit contracted with shit (coreweave) and ran by con men like Novo 😂

$GLXY hallelujah… no more TSX fuckery. Let’s announce the hyperscaler deal tomorrow AM.. wouldn’t that be something.. a new era

@JamesEastonUK where were you when eth was 80$ lol ? 🤣

Buying $ETH here is like buying Tesla stock before the first car got made.

@Agrippa_Inv look at $axti lol

It’s always funny to see Wall Street completely fumble hyper-growth stocks. The street is expecting $IREN to make ~$8.4b in revenues by FY 2030, with EBITDA margins of just ~68%. Analysts are completely mispricing $IREN's 4.5 GW site-portfolio and multi-GW pipeline beyond that. I went ahead and modelled out my own near-term projections for the coming 2 years, using the following assumptions: Childress: 300 MW: MSFT Deal 450 MW: air-cooled (B300), fully ramped by Q3 2027 British Columbia: 160 MW: Mostly air-cooled, fully ramped by Q1 2027 Sweetwater 1: 600 MW: Vera Rubin (VR200) fully ramped by Q1 2028 Results: 👉 2027 = ~$8.3b (Rev) / ~$6.6b (EBITDA) 👉 2028 = ~$12.7b (Rev) / ~$10.3b (EBITDA) One of Wall Street’s problems is that they only price what’s directly in front of them. My 2027 revenue estimates are basically Wall Street’s 2030 projections. 🤦🏻‍♂️ And to be honest, my assumptions are actually very sensible. For the air-cooled deployments across Childress & BC, I used revenues BELOW management’s guidance. For exact modelling inputs and FCF / net income projections up to 2030, refer to my new $IREN deep dive on Substack. To be clear, I’m much more confident in my 2028 projection, since Sweetwater’s ramp could be more heavily skewed toward H2 2027 and H1 2028 instead of the simplified linear ramp approach I used. However, the point remains: Wall Street is completely dropping the ball on this one. What do you think will happen once $IREN announces its next hyperscaler deals at Childress and Sweetwater? → Massive re-rate incoming, as Wall Street scrambles to upgrade their idiotic projections.

@cryptycryptto wow it's just down 0.5% now like everyday since 6 months 😂

INSANE $CLSK REVERSAL

@IsabelleForger @GabLattanzio bref c'est bien de voir que les aînés n'assument même pas leurs choix de société qui les avantages EUX au dépends des générations futures #ponzi

@IsabelleForger @GabLattanzio même si tout les 18-30 votaient ils seraient 5x mois nombreux que les 30-99 madame j'ai fais polyboomertechnique, et le pire c'est qu'ils votent contre les réforme de retraite tellement on leur a lavé le cerveau qu'ils en auraient soit disant une plus tard vu la pyramide des âges

La paternité, quatre semaines plus tard, ce que je ne savais pas. 1. je ne comprends pas qu'on ait attendu le 19ème siècle avant de piger que nous sommes des singes mis à jour. 2. personne ne prévient que devenir papa vous fait perdre 200 Elo. 3. comment est-ce possible qu'un enfant change si vite, jour après jour, alors que les adultes sont remarquablement statiques ? 4. une place en enfer est réservée pour ceux qui font de l'organisation de garde une épreuve digne des douze travaux d'Astérix. 5. la dopamine des interactions en société ou en ligne, ce n'est rien par rapport aux premières risettes.

@IsabelleForger @GabLattanzio ah c'est pas les plus de 30 ans qui votent majoritairement depuis 50 ans ?

@Lucelex @GabLattanzio Un système mis en place par les aînés ? Expliquez.

@idearikas @MARA proof of scammer management company 😂

Did you know that before becoming a bitcoin miner, @MARA was a uranium exploration company and then a patent holding firm? ​And now a massive 2.5GW AI pivot with Starwood, and even more cool stuff to come with Exaion. What's next for $MARA? Bitcoin mining on the moon by 2035? 🤷🏻

@bitcoinbutcher1 @_Sgr_A_Star b300 won't be delivered before 2030 😂 in B4 chip shortage and Taiwan invaded this year

So let’s assume per @_Sgr_A_Star that H100 spot pricing is $2.46 and acknowledge that contracted rates will be lower than spot and decline over time of contract due to chip obsolescence. That said, B300s perform conservatively 10x faster than H100s and closer to 12x. If the cost of a B300 is 3x that of a H100; that’s still 3.33-4x more output per $ spent. $iren guidance implied at $2.89 is soft. Mid 3s minimum and likely closer to $4 in this compute constrained environment. Big prepayments, cheap financing and cost effective retrofits are coming to Childress. Neoclouds can’t win because it’s too capitally intensive we’re told. Think again.

@mc_khristina scammers riding mstr coat tails that's all

$ASST earnings -> new 8-K. Three RED FLAGS that stand out to me 1) OPAQUE ATM DILUTION ... the filing bundles ASST ATM and SATA ATM proceeds together without breaking them out. 2,694 bitcoin came from "other capital markets activity, including SATA IPO and follow-on, ASST ATM, and SATA ATM" ... but one can't determine how much common stock dilution occurred through the ASST ATM specifically. Why? Is it because they were using the ASST ATM at levels far below 1x mNAV? Why not give shareholders transparency? Red flag. 2) Massive Net Loss Driven Largely by Non-Bitcoin Factors. GAAP net loss was $393.6 million for the period, with goodwill and intangible asset impairment alone accounting for $140.8 million, and transaction costs of $12.4 million. These are real economic losses. A $140M+ goodwill impairment shortly after a transaction is a serious red flag and it suggests the Semler acquisition was significantly overvalued almost immediately. 3) ASTRONOMICAL COMPENSATION which I have flagged previously, but to put some #s around it ... total revenues for the Successor period (Sep 12 – Dec 31, 2025) were just $1.5 million, yet employee compensation and benefits alone were $27.6 million for that same ~3.5 month period ... that's 18x revenue. Management is being paid extraordinarily well for a company that is essentially pre-revenue in any meaningful sense. sec.gov/ix?doc=/Archiv…

@FinancialErnie who cares, if BTC price drops more than difficulty to mine, miners are at a loss lol ur speaking like it's a good thing go f**k urself paid shill

$CLSK $MARA $BTDR $IREN Difficulty drop lowers further providing more revenue per MW depending on how the global hash rate reacts. This Friday night the miners will get some relief allowing more blocks to be mined each day. 🙌 📉Difficulty is on track for an 8.12% drop

@HalIsRight @GabLattanzio c'est le choix des boomers aux enfants a naître de l'assumer

@Lucelex @GabLattanzio Merci Nostradamus

@SAMALTCOIN_ETH news is 10 days old cope harder

🚨 JUST IN: a dormant whale buys $111 million worth of Ethereum after perfectly timing the last cycle. Smart money is back in $ETH

@Agrippa_Inv @chamath too bad Iran is gonna pop the AI bubble no oil, no gas, no helium, no ram, no chips, no capex, no revenues, 😂

@chamath Release the Dan Roberts files! I want that interview asap 😤

Pod will be a banger. All Jensen all the time - from GTC! Up soon…

@comptabeasy le 2k la journée des médecins remplaçants on en parle ?

Un jour faudra ouvrir le débat des postes a 4-5k€ qui frôlent le SMIC rapporté au taux horaires effectif

@TheSkayeth how about you stop posting bullshit mr bot

Everyone watches Bitcoin. Nobody watches the companies building the pipes underneath it. $GLXY is quietly becoming the Goldman Sachs of crypto. When the next bull run starts, the infrastructure plays move first.

@CloutedMind miners capitulate and BTC is unsecured and goes to 10k

if energy prices go through the roof bitcoin goes...?

@leolanza yeah sure economic expansion with 150$ oil and 1/4 of natural gas production destroyed 😂 give me what ur smoking autism boy

I told you yesterday… we are VERY close to a deal on CLARITY. Once passed in combination with ISM above 50 aka economic expansion. We’re moving into the parabolic stage of the bull market.