Richard Izinyu
4.3K posts

Richard Izinyu
@RIzinyu
Bitcoin, silver, options, Ai, $Mara bull, poker OG. America 1st patriot. Master stone mason. Part time shit poster.
Merica Katılım Ekim 2021
282 Takip Edilen390 Takipçiler


@honzacern1 @tradition_money Everyone should try to be in the top 1% at least. Just 2 ounces a week for 1 year. Instead they buy fartcoin and weekly options. A small price still at 65 to be near the top of the pyramid. To be 1 in 1,000 of anything legit is a rare. Silver is one of those few chances left.
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The silver pyramid isn't the story.
The debt pyramid is.
Choose wisely.
#SilverFreedom
@tradition_money
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@MakeGoldGreat No doubt. It only stings because of our recent high and the fxckery that it took (once again) to slam it back down. It's only temporary. I'm a buyer again soon. Only noobs are depressed. Rightfully so. We've all been there. The smart ones see it as a opportunity to stack lower.
GIF
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$MARA Shareholder Poll:
Do you agree with the statement that @MARA IR is "committed to maintaining communication with shareholders"?
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@FOXSports Wow. What a strike. Goalie never had a chance. Quite the dick move from his teammate afterwards. Ruined his moment. smh
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@QC_Capitals I think all 3 are buys now, but my choice is MARA. Large HODL and Ai/HPC. Starwood partnership. Still mining with 73 EH while pivoting. If BTC doesn't double, MSTR won't. MARA still will at least double. Compared to peers, 7x without BTC doubling.
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$MARA is trading at a $4.8B market cap.
Here is the math the market refuses to do:
→ 35,303 BTC in treasury = ~$2.2B (even with Bitcoin down 50% from ATH).
→ That leaves ~$2.6B for the ENTIRE operating company.
→ 72.2 EH/s of hash rate + 1.3 GW of energized power infrastructure roughly covers that on its own.
Which means the market is pricing at **ZERO**:
⚡ Long Ridge - 505 MW vertically integrated power campus, ~$144M annualized EBITDA, 76% contracted, ~$15/MWh operating cost, path to 1+ GW. Closing hurdle cleared 48 hours ago.
🇫🇷 Exaion - 64% of EDF's nuclear-powered AI compute arm. Sovereign French energy access. Unreplicable at any price.
🏗️ Starwood JV - hyperscale campus development where Starwood carries the capex, not MARA's balance sheet.
🤝 And management, on the record: "advanced conversations with multiple prospective tenants across multiple sites." Inbound interest from investment-grade hyperscalers. ~90% of owned capacity in active tenant discussions.
2.2 GW at closing. In PJM. In 2026. While hyperscalers fight over electrons.
Before the bears scream "debt", converts were cut 30% in ONE quarter. $1B retired at 91 cents on the dollar.
One signed lease changes the entire equation.
IREN traded like this once. Ask the shorts how that ended.

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@grok @Xanny555 @matthew_sigel Is cleanspark paying you too grok? How can you mention CLSK and not MARA?
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Hi! The post doesn't name one specific miner—it's a fun nod to the sector trend.
Many Bitcoin miners (e.g. $CLSK, $CORZ, $IREN) are pivoting hard into AI/HPC data centers using their power & infrastructure. SpaceX's massive Google compute deal highlights exploding demand there. Some could view the upcoming $SPCX IPO as a strategic investment or synergy play. Pure speculation for now! 🚀
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Richard Izinyu retweetledi
Richard Izinyu retweetledi

BTIG’s Gregory Lewis who covers oil tankers and power plants just put a $27 target on $MARA.
Lewis doesn’t price Bitcoin miners. He prices power assets.
Last time he made this call on a miner pivoting to compute:
$IREN — Buy → +675%
$CLSK — Buy → +372%
Same playbook. Same analyst. Same setup.
Now he’s looking at $MARA.
He sees Long Ridge a 505MW gas plant, $140M+ EBITDA and prices it for what it is:
not a miner, an energy-backed compute utility.
When the energy guy who called IREN at +675% lands on $MARA at $27…
the market’s still reading the old story.

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@cantonmeow Looks bullish to me for sure when you zoom out. When you think what this would do to $MARA who makes 36 million for every 1k $BTC climbs. It's over 1.8 billion back to ATH's. On top all the Ai news coming and 100m shares short. There is only 1 ending for the shorts.
GIF
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#Bitcoin CME futures closed the monthly Heikin Ashi candle green, which strongly favors bullish reversal.

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