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wookieface

@Wookieface13

Creator of "This Guy Fucks" series - standard and rare Fuks to be found here: https://t.co/T6TK5nOc5K

Katılım Mayıs 2022
931 Takip Edilen840 Takipçiler
Navinder
Navinder@morris11183·
@Wookieface13 I think it's likely we have weeks of opportunity coming...
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Navinder
Navinder@morris11183·
@Wookieface13 almost always, my highest probability scenario on a weekly open is a dip n rip lol.
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Cryptic Trades
Cryptic Trades@CrypticTrades_·
The institutional ownership in $IREN is telling a story.
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Cryptoklepto
Cryptoklepto@CK_Cryptoklepto·
@RobSamuelsIR @MARA As an FYI - I have also seen commentary out there that you are exiting the bitcoin mining business which is also not true False narratives against $MARA are a constant theme over the past few years and disciplined, consistent and most importantly frequent messaging is required
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Robert Samuels
Robert Samuels@RobSamuelsIR·
To clarify: @MARA has not sold an additional $1.5B of BTC. Some recent commentary has incorrectly characterized BTC sales previously disclosed in connection with our debt reduction efforts as new or incremental sales. Those sales were part of the debt reduction activity announced at the end of March (Q1).
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Hardik Shah
Hardik Shah@AIStockSavvy·
$MARA | 𝐌𝐀𝐑𝐀: Cantor Fitzgerald maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟒 Analyst sees growing confidence in MARA’s AI infrastructure pivot, supported by Starwood partnership and expanding digital infrastructure strategy.
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MARA Foundation
MARA Foundation@MARAFoundation_·
Thrilled to have @isabelfoxenduke leading the @MARAFoundation_ team! Excited for what's ahead and to share updates with our community as they unfold 💫
Isabel Foxen Duke⚡️@isabelfoxenduke

Excited to share that I've stepped into a new role as Head of @MARAFoundation @MARA MARA Foundation represents the company's ongoing strategic commitment to Bitcoin—and our belief that Bitcoin is the most important emerging technology for self-sovereignty and human freedom in the world. Through internal initiatives and external partnerships, we'll activate programs to advance Bitcoin education, accessibility and R&D. Stay tuned @MARAFoundation_ to keep up with our work + big thanks to Fred Thiel for supporting this initiative 💫🙏

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wookieface
wookieface@Wookieface13·
@morris11183 I’m here for it. Ideally I won’t be here for much lower first 😂
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Navinder
Navinder@morris11183·
@Wookieface13 We are going so much higher by year end, the entry won't matter...
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Cryptoklepto
Cryptoklepto@CK_Cryptoklepto·
$MARA Shareholders - READ THIS 👇 MARA sites are upfront equity contributions in any Starwood JV Said another way, MARA has already paid for their share and Starwood will need to push capital into a JV for any AI Hyperscaler Deal before more funding is required from MARA
Robert Samuels@RobSamuelsIR

Referring to @MARA's Starwood partnership - "Because MARA's site contribution is recognized upfront as equity, MARA's cash requirements are deferred until its site contribution has been fully credited against the project's capital needs. From there, MARA's ownership stake is proportional to its total contribution relative to the project's capital requirements. In the illustrative 200 MW project, MARA could achieve 50% ownership with up to $50-100 million of net annualized stabilized cash flow (based on a range of 9-15% yield on cost) for little to no incremental equity exposure beyond its site contribution."

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Idearikas
Idearikas@idearikas·
JUST IN $MARA CEO @FGTHIEL: - MULTIPLE TENNANTS ARE COMPETING TO GET INTO MARA SITES - EXAION TO SECURE CONTRACTS WITH NATION STATES TO BUILD DOMESTIC SOVEREIGN CLOUDS - WE ARE TARGETING THE REAL PROFIT MARGIN: GLOBAL EDGE INFERENCE - WE WILL SCALE PAST OUR PEERS BULLISH 🔥
Idearikas tweet mediaIdearikas tweet media
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Matt Allen
Matt Allen@investmattallen·
$MARA just released one of the most important shareholder letters in company history: -MARA is no longer positioning itself as just a Bitcoin miner, it is positioning itself as an energy-backed digital infrastructure company built for AI, HPC, sovereign compute, and Bitcoin mining -The company believes connected power, not chips, is now the biggest bottleneck in AI infrastructure LONG RIDGE / AI CAMPUS: -Long Ridge gives MARA a 505 MW power plant, 1,600 acres, existing interconnection, fuel supply, water, and fiber in PJM, one of the most supply-constrained data center markets in North America -MARA says assets like this would take up to 10 years to replicate due to permitting, interconnection, and infrastructure bottlenecks -The company believes Long Ridge can scale into one of the leading AI and critical IT campuses in the market with over 1 GW of total potential capacity -The site already has inbound interest from hyperscalers and enterprise tenants STARWOOD PARTNERSHIP: -This is where the strategy gets interesting: MARA contributes powered land while Starwood helps finance, develop, and operate the AI infrastructure -MARA used a hypothetical 200 MW example where a site contribution valued at $200M could potentially allow MARA to retain ~50% ownership with up to $50M-$100M in annualized stabilized cash flow with little additional equity exposure beyond the land contribution itself -As projects scale larger, MARA says its original site contribution remains fixed while the remaining growth capital becomes more proportional between counterparties, similar to traditional data center financing structures - ~90% of MARA’s non-hosted capacity is now being evaluated for AI and critical IT conversion through the Starwood partnership EXAION / SOVEREIGN AI: -Exaion gives MARA exposure to sovereign AI, private cloud, and enterprise AI infrastructure - $MARA specifically highlighted that governments and enterprises increasingly want local control over compute, security, and data residency instead of relying entirely on U.S. hyperscalers -The company highlighted expansion discussions in France, Brazil, Saudi Arabia, and other energy-rich regions The biggest takeaway from the letter: - $MARA is trying to position itself as a company that controls and monetizes connected power across multiple compute markets, because management believes power is becoming the most valuable asset in AI infrastructure
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