Xanny

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Xanny

@Xanny555

Everything passes

Katılım Ağustos 2019
38 Takip Edilen222 Takipçiler
Xanny
Xanny@Xanny555·
BOTTOM LINE: $MARA at $8.00 is the market saying: “This is a failed Bitcoin miner in trouble.” The reality: → #BTC + cash > market cap → 30% debt reduction with zero dilution → 2.5 GW AI infrastructure pipeline → Sovereign AI play in Europe → Own utility-scale power generation → Inference-first strategy THEY WILL IGNORE YOU UNTIL THEY CANT. DYOR. NFA.
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Xanny
Xanny@Xanny555·
Seeking Alpha analysis: If $MARA deploys just 100 MW at CoreWeave ($CRWV) like revenue/MW, that’s $920M annually supporting an $8.8B valuation. Mara’s current market cap: $3.2B. 12 analysts have a median target of $17.95 (which represents a 97% upside). Highest target: $30 (250% upside). The stock is trading at $8.00.
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Xanny
Xanny@Xanny555·
$MARA is trading BELOW the value of its #Bitcoin + cash alone. The market is pricing it as a dying BTC miner. What it actually is: a vertically integrated energy-compute platform with a massive AI infrastructure pipeline. Here’s what 99% of the market is missing 🧵👇
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Xanny
Xanny@Xanny555·
@CoinMarketCap You deserve a medal for honest reporting unlike other engagement farming pages.
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Xanny
Xanny@Xanny555·
Paid bashers hate $MARA buying, mining, or selling BTC. They hate the debt, then hate the payoff. • StarWood partnership • $1B debt wiped (30% cut) • 9% discount vs par • ZERO future dilution • AI/HPC pivot via Exaion The fruit just bought the orchard Accumulate & wait⏳
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Xanny
Xanny@Xanny555·
@bobleewaggeris The market hates $MARA for owning Bitcoin, it hates MARA for selling some of their Bitcoin, it hates MARA for its debt. It hates MARA for converting into AI/HPC etc. They will ignore you UNTIL THEY CAN’T.
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Xanny
Xanny@Xanny555·
@mikealfred Check the math, Mike. $MARA didn't borrow to buy high but to build the 1.8GW orchard that grew those coins. Selling at $72.6k isn't dumping low it's a masterclass in using BTC as a tool to retire $1B in debt at a 9% discount with ZERO dilution.
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Xanny
Xanny@Xanny555·
@WOLF_Bitcoin_ @public $MARA is not just selling BTC. They used it to kill 30% of their debt at a 9% discount without diluting shareholders via the ATM. That’s a $200M+ efficiency gain and a massive de-risking move💪🏼
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Xanny
Xanny@Xanny555·
@justinbarsketis @qthomp Yeah, about $130M better. Add the $88M instant profit from buying back $1B in debt at a discount. That’s over $200M in value created with zero dilution. Math over memes every time🧠
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Quinn Thompson
Quinn Thompson@qthomp·
Death spiral imminent for $MARA. They've never once had a positive cash flowing year in all of their existence, their mining is pillaging funds and now they're finally selling BTC holdings. They sold their $1.1B of BTC for ~65k. Anyone have their average purchase price on those coins? One by one all of the grifts and scams that have plagued the crypto industry will be cured.
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Quinn Thompson@qthomp

In the last 12 months, $MARA has issued $4.8B in new equity. Their current market cap? $4.9B. Perpetual destroyers of capital. Meanwhile the management team makes a combined $80M+ in annual compensation. How's that for grifting?

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Xanny
Xanny@Xanny555·
@MARA What a wonderful job! The balance sheet is officially primed for the 1GW AI and sovereign cloud pivot
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MARA
MARA@MARA·
Today, MARA announced the repurchase of ~$1B in convertible notes at a ~9% discount to par value. ~30% convertible debt reduction. ~$88M in value captured. Zero future dilution exposure on the retired notes. Funded through BTC sales, not the ATM.
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Xanny
Xanny@Xanny555·
$MARA is cleaning house. $1B in debt retired at a 9% discount funded by BTC, NOT the ATM. Killing future dilution and clears the runway for the 1GW+ AI/HPC expansion. A massive move that the market has been waiting for.
MARA@MARA

Today, MARA announced the repurchase of ~$1B in convertible notes at a ~9% discount to par value. ~30% convertible debt reduction. ~$88M in value captured. Zero future dilution exposure on the retired notes. Funded through BTC sales, not the ATM.

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Xanny
Xanny@Xanny555·
@Batt20021 If it hits 7, good for me, nice opportunity to load heavily. If not? Good also
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gratefullyGrateful
gratefullyGrateful@Batt20021·
$MARA get your bet in $7 or $11 ? one of the numbers will hit first ~~ ⌛️
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Keşfet

@CoinMarketCap @bobleewaggeris @mikealfred @WOLF_Bitcoin_ @public @justinbarsketis @qthomp @MARA