_Varga_Capital⚡

@ES70096026 Lets see

$KEEL CEO Ben Gagnon Said “Not One, Not Two, But Three Deals Are Going To Be Signed This Year” Also, “When We Sign A Deal, We Will Announce It Within 24-48 Hours After Signing” ! 🚀🚀🚀

@LeopoldATracker and $KEEL bro

If you're planning to retire within the next 5–10 years, here are 12 stocks Leopold Aschenbrenner is holding that have the potential to 10–50x over the next 5–10 years: 1. $WYFI — Fiber infrastructure for ultra-low latency AI data centers. 2. $RIOT — Massive power assets that can be repurposed for AI compute. 3. $CORZ — Data centers converting crypto infrastructure into AI hubs. 4. $IREN — Renewable-powered land built for hyperscale AI expansion. 5. $TE — Clean energy and battery storage for data center demand. 6. $PUMP — Critical infrastructure and logistics for industrial power. 7. $SHAZ — High-density cloud compute optimization for AI workloads. 8. $SEI — Electrical equipment for high-voltage power distribution. 9. $BTDR — Efficient AI-ready data centers with integrated energy management. 10. $CLSK — Smart power balancing and rapid data center expansion. 11. $HIVE — Green-powered infrastructure scaling into AI compute. 12. $PSIX — Backup power systems for mission-critical AI operations. These companies are strategically positioned across AI infrastructure, power, and data centers, the key bottlenecks of the AI revolution. Not financial advice. Do your own research. BOOKMARK THIS FOR LATER!

I went through every single position in Leopold Aschenbrenner's new 13F. But the two moves that actually matter are the ones nobody is talking about. Here they are:

@cryptycryptto Thx for Leopold 😆

With bitcoin:native nearing 75K, I am quite surprised with $CLSK relative strength, barely down 2% compared to its peers..

#keel $KEEL Almost 20m shares 👀

$clsk so strong today

$CLSK: SITUATIONAL AWARENESS INCREASED POSITION IN CLEANSPARK BY NEARLY 650% Q4 2025: 1,640,400 shares Q1 2026: 12,276,139 shares Leopold added over 10.6 million shares to his CleanSpark position last quarter 👀

@Mindset4Money_X :D :D

“Leopold Aschenbrenner's 13F just released” FinX:

$clsk $keel 🚀🚀

Do you really NOT understand the growth potential of Strive ($ASST)? OKAY, let me drop you some knowledge. The daily dividends for SATA are not even here yet, and 9 days before the ex. div date, Strive bought an estimated 225 Bitcoin yesterday if they ATM'd $17.84 million out of the $53.3 million of daily volume. So with SATA still in its infancy, don't you think them buying 100 Bitcoin PER BUSINESS DAY is TOTALLY in the cards? I definitely do, and if you don't think so, cool. I think you're wrong. So let's go with 100 Bitcoin acquired per day. Less than HALF of what they just got on Friday. I ran the math on SATA alone, no ASST issuance either, just the preferred goblin vacuum buying 100 BTC per business day for 3 years starting June 15. Starting point balance sheet: 15,009 BTC 13,896 CEBE sats/share (common equity exposure) 0 debt (baller) preferred stack already at $495.95M After 3 years, SATA alone would push Strive to: 124,609 BTC That is where it gets demonic. But you must remember... the SATA issuance is adding a PREFERRED CLAIM on the balance sheet! You need Bitcoin to go up to experience the AMPLIFICATION if you are an ASST shareholder. SATA's claims add drag to the balance sheet. Bitcoin going up compresses the drag, and as an ASST shareholder you get OWNERSHIP ACCELERATION. You begin to OWN MORE of the balance sheet as the value of Bitcoin increases because the preferred claim, remember, is staying FIXED. Bitcoin compounds, the fixed claim does not. This is the INHERENT BEAUTY of the DIGITAL CREDIT MODEL. Using a 1.35x CEBE NAV multiple, projected ASST share prices look like this by buying 100 Bitcoin per business day for 3 years, at a variety of different Bitcoin price scenarios. Year 1 BTC path to $100k = $18.97 BTC path to $150k = $28.83 BTC path to $200k = $38.69 BTC path to $300k = $58.41 BTC path to $500k = $97.85 Year 2 BTC at $100k = $27.99 BTC at $150k = $58.60 BTC at $200k = $89.22 BTC at $300k = $150.44 BTC at $500k = $272.89 Year 3 BTC at $100k = $41.70 BTC at $150k = $103.85 BTC at $200k = $165.99 BTC at $300k = $290.28 BTC at $500k = $538.85 That is roughly: +148% in the $100k case +518% in the $150k case +889% in the $200k case +1,629% in the $300k case +3,109% in the $500k case And before some tourist says “but the preferred is senior,” yes genius, that’s the whole point. Even after senior claims, year 3 CEBE still climbs to: 30,890 sats/share at $100k BTC 51,282 sats/share at $150k 61,477 sats/share at $200k 71,673 sats/share at $300k 79,829 sats/share at $500k Boomers come for the daily yield. Strive turns their retirement dopamine into a Bitcoin artillery barrage. ASST common becomes the smoking residual claim on the crater. SATA is a nursing-home carry trade that accidentally wandered into hyperbitcoinization:

BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry. The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.

@marc02200 Still risky

Can anyone explain to me why parking $100,000 in a savings account that loses to inflation is still called “responsible”…… but going heavy on $STRC is called risky? Do the math:$100,000 in $STRC at 11.5% yield = $958 per month in dividends. Why aren't more people doing this?

Thank you all for joining our earnings call! Bit Digital continued advancing its strategic asset transition during Q1, centering the business around 3 key verticals: - Ethereum treasury and staking - AI infrastructure through @WhiteFiber_ - Strategic acquisitions As complementary strategic assets, Ethereum provides long-term treasury exposure and staking yield while WhiteFiber provides exposure to critical AI infrastructure and compute demand. Over time, we expect to acquire additional operating businesses to support recurring revenue generation across the platform. If you missed it, a copy of the conference call recording is available on our website: bit-digital.com/investors/

Picture this: When ETH really starts ripping higher, pushing through $3k, $4k, and beyond as altseason fully kicks in, $WYFI catches even more fire on the AI data center wave. $BTBT, sitting on that massive staked ETH treasury, turns into the ultimate leveraged play and instantly breaks out. It smashes through resistance, clears the multi-year downtrend from its 2021 highs near $30, and rockets straight to $5+, then $10 as shorts cover and momentum explodes. $10 will still be cheap 👀 $BTBT

$BTBT First Quarter 2026 Financial Highlights Total Revenue: $27.9 MM Total HPC/AI Revenue: $21.6 MM ETH Held: 155,444.4 ETH ETH Value: $327.0 MM ETH Staking Revenue: $2.3 MM WYFI Shares Owned 27.0 MM 🔗 Read the full report: bit-digital.com/press-releases…

$KEEL It got stuck at the RSI band and fibo resistance. temporary pause

$KEEL penetrating weekly Ichimoku cloud.

$KEEL is a beast 🚀

@amitisinvesting Well we can not buy at $185…

$CRBS OPENS UP 75% The expected price was supposed to be $185. The company did $585M in revenue last year and now trades at a $100B marketcap. Are you buying?