RexFinance (Ben Briggs)

$CLSK I'm pleased to announce that I've been hired as Senior Financial Analyst at @CleanSpark_Inc! After meeting the team at #BTC2025, I began thinking about utilizing my finance and accounting degree professionally, beyond content creation. Today, that has come to fruition. Now, I need to make a couple things abundantly clear: 1️⃣I've admired the company from afar for 5+ years and was never paid or compensated by CleanSpark. 2️⃣ I will be taking a social media hiatus to focus on the new role and move to this next phase in my career. This is an extremely exciting opportunity, and I believe I'm entering at the perfect time where there is so much value to unlock personally, and at the company. I want to thank all of you from the bottom of my heart for the incredible platform and community we have built. Through the good and bad times, we never blinked.

$CLSK lots of restlessness and capitulation amongst retail investors. If you’re selling because you don’t believe positive changes will come with the new CEO, fair game (although I think you’re making a mistake). If you’re selling because you’re upset about short-term price action, shame on you. These facts remain: 1️⃣@CleanSpark_Inc has 320 employees and 33 data centers - very lean compared to competitors. 2️⃣Being lean has not sacrificed efficiency or uptime (CleanSpark is #1 or #2 in both categories). 3️⃣CleanSpark has rockstars in all prominent roles (@taylorbmonnig, @harry_sudock, @sprainhill, @mplaisted99, @GaryVec, @smatthewschultz, Scott Garrison, etc.) 4️⃣Compute and access to power in or around large metro areas is in high demand. CleanSpark has Gigawatts. 5️⃣The balance sheet is extremely healthy with 12.5K+ #Bitcoin and growing, with the lowest liquidation risk of any public company that holds BTC. 6️⃣Shareholders are not being diluted. 7️⃣CleanSpark’s highly valuable assets trade for larger and larger discounts to peers by the day. What’s your next move?

Trump now has a majority on the Fed board. Cuts are extremely likely, even if inflation stays hot. Risks in our monetary system are rising. #Bitcoin is still only at $109K.

🚨The Fed DID NOT increase their inflation target rate, and certainly DID NOT remove references to inflation targets as a whole.🚨 Quite the opposite happened. They eliminated "average inflation" targeting, and went back to pre-2020 framework, etching the 2% inflation target in stone. Below shows you language that was removed (red) and added (green) to the Fed's policy framework.

NEW MINING POD W/ $CLSK SVP @harry_sudock "Bitcoin and Energy are two unstoppable tailwinds behind our strategy" ⚡ pure-play mining vs HPC pivots ⚡ Leadership transition ⚡ The future of mining capital allocation @theMiningPod brought to you by @CleanSpark_Inc

Working on getting new $CLSK CEO @smatthewschultz on my channel this week. Leave some questions you have for him below. 👇

$CLSK @CleanSpark_Inc First of all, I want to thank @ZachKBradford for his contributions throughout the years and his constant hospitality toward me. I want to wish him success with his family and future endeavors. He took over this company when it was a microcap and he was instrumental in achieving today’s ~$3B valuation. Now, here are my initial thoughts about the news this morning: 1. CleanSpark has backed themselves into a corner where their business is extremely predictable. There have been no buy or sell catalysts for CLSK outside of #Bitcoin’s price movements for the past 6+ months. Because of this, they’re competing with every other company in the space for investment dollars that are tied to buying and selling based solely on Bitcoin’s price movements. They only get a slim slice of this pie (because of point #2), so buying pressure is low even when Bitcoin moves positively. 2. Institutional ownership is extremely strong, but retail has been largely left in the dark. Retail investors are the gunpowder and they need a spark. This spark comes from the leaders of a company (specifically the head of a company) advocating in the retail space and proving that their strategy is superior to others’. 3. This morning’s press release makes it clear that the board of directors believes the company has missed some significant opportunities with Zach at the helm. 4. Losing Zach means losing his deal making and elegance when speaking about Bitcoin. However, I believe these strengths can be successfully passed down the chain of command with Matt likely to be more of a delegator as CEO than Zach. 5. Matt will be much more active in advocating publicly for his company and the value behind it, generating excitement and reasons other than Bitcoin’s price movements to buy CleanSpark. I expect this to lead to multiple expansion, with the already strong institutional investor base providing a strong foundation. 6. Matt absolutely has the right team members around him and I believe they’re all motivated to move faster than ever before. I’m looking forward to CleanSpark’s next chapter! Congratulations and best wishes to @smatthewschultz.

🚨JUST IN: $CLSK @CleanSpark_Inc announces the resignation of CEO Zachary Bradford. Matthew Schultz to take over as CEO. “The board believes that now is the right time for a change in leadership as we look to fully capture opportunities available to CleanSpark.”

2.8K individual people tuned in for my $CLSK livestream today, and I know 10K+ will tune in over the coming days to watch the replay. I’m incredibly humbled thinking of every single person that’s interested in hearing the @CleanSpark_Inc story from my point of view. You all are awesome, thank you.

$CLSK CLEANSPARK Q3 2025 EARNINGS LIVE youtube.com/live/I6Z2oTEr5…

$CLSK Today's Patreon special: "GET READY! CleanSpark Earnings Will Break Records This Thursday!!" patreon.com/posts/get-read…

Trust me, #Bitcoin treasury companies aren’t hiring “advisors” off of social media for advice on how to raise money to buy BTC or other cryptos. They’re hiring “advisors” off of social media to pump their stocks. It’s that simple. This corner is turning into a bubble.

$CLSK OKAY, FINE. 1 like and I’ll livestream the earnings next Thursday.

Great chat with @davidlin_TV at BTC25. @CleanSpark_Inc continues to secure power contracts and deploy the world’s most efficient mining fleet, operating at the highest uptime, and assisting the grid in maintaining critical balance. #winwinwin youtu.be/wKO10Fj2uJM?si…

$CLSK @CleanSpark_Inc a couple of price target bumps came in, alongside a new initiation. J.P. Morgan: PT increased to $15 (from $14) Cantor Fitzgerald: PT increased to $25 (from $22) RexFinance🥸: PT increased to $23 (from $20) Ladenburg Thalmann: Initiated coverage with a $20.25 PT.

$CLSK is positioning itself as the only sustainable #Bitcoin accumulating engine. youtu.be/eQLjjKNtqHo?si…

$CLSK video coming today.

$MSTR comps since November 20th, 2024 (the all-time high closing stock price): Market cap: +24% (all-time high) #Bitcoin: +25% (all-time high) Stock price: -5% Number of public BTC treasury companies: +150% (all-time high) "Intelligent leverage" (diluting shareholders at a multiple to NAV to acquire more BTC) is not a moat, and ironically, its effectiveness is diluted away with every new public company that adopts the "Saylor strategy." Available investment capital is split up into an increasing number of buckets, which puts negative pressure on mNAV for all parties, which dilutes the effectiveness of "intelligent leverage."

Jim Cramer just said $CLSK @CleanSpark_Inc is only for speculating. Long-term investors rejoice!

$CLSK Friendly reminder that @GaryVec & @CleanSpark_Inc locked in their miner purchase option to repurchase 691 $BTC at a price of just $110,900. That’s BTC net of $3.45M back in their HODL from this deal if they exercised today! Now are you following their cash strategy? 🙌