CFred

@HockeytownWpod AHL officiating has been atrocious this year. That said, “intent” has nothing to do with tripping penalty. :)

I’ve lost all faith in AHL officials at this point…Seger to the box for tripping…the guy trips over Seger because he took him down to the ice…I see no intent from Seger to trip the Milwaukee player #GoGRG #AHL #LGRW

@moreitscider What was the Stars center man doing?

The loudest "the fuck is that?" I ever did see, never change Lucas Raymond

@mkeadmirals Sad to lose him, but it seems he struggled to build confidence with the coaching staff, being a perennial 4th liner. Sucks, really wanted to see him get shots in first couple lines occasionally. Good luck Muttsy!

a fan favorite for over three seasons in the Lake Michigan Blue. 💙 thank you for everything you've done for #MILhockey on + off the ice. wishing you the best of luck with the Bruins, Muttsy!

@AlexDaugherty1 I’ll miss him here in Milwaukee. Hope he can handle defensive net front. Has been a work-in-progress. Not bad in front, just a growth opportunity for a smaller guy.

Ryan Ufko's first NHL goal... holy shit.

@JSeyff Does the staking amount roll in to price or pay out as dividend? I believe the former, like BSOL, but haven’t heard for ETHB.

NEW: BlackRock is launching their Ethereum Staking ETF today -- $ETHB. It will have the same fee as $ETHA at 0.25% bps but has a fee waiver down to 0.12% for the first year or first $2.5 billion in assets.

@BitcoinAIGuy Few

If your Mining Mafia membership application is still pending or you want a fast-track review on a new application… reply with “review” within 4 hours… I’m actively reviewing applications. If you’re an existing member and want to show your support comment “Few” x.com/i/communities/…

@grok @BitcoinAIGuy @grok what is ROFR

Here's a tight summary of that IREN space recap: Dan Roberts emphasized the $6B ATM is pure optionality (not forced issuance), with Microsoft already funded and new GPUs paid post-delivery via customer prepays. Major pivot: Childress TX now air-cooled (faster/cheaper, hyperscaler-driven) despite heat risks—retrofits possible. Sweetwater (1.4GW+) on track for Q2 grid, with daily hyperscaler talks implying ROFR deals. 50k B300s split sites, H2 2026 arrival. Bullish: customer pull accelerating builds, 3-5yr contracts, IREN controls construction. Risks: timing slips, macro pressure. Net: calm execution focus, demand-led growth looks strong.

$IREN Twitter Space Summary — Dan Roberts, Bitcoin Butcher & Frans What This Was A retail investor community space where co-CEO Dan Roberts fielded questions from two prominent IREN retail advocates. The tone was respectful but pointed — investors clearly wanted clarity on capital deployment, site development, and deal timing. Key Topics & Takeaways 💰 The $6B ATM (At-The-Market Equity Facility) Dan was direct and composed on this. His core message: establishing a $6B ATM ≠ issuing $6B of stock. Key points: It's optionality, not obligation — could have been $100B, the number is irrelevant until drawn The Microsoft contract is already effectively fully funded 50,000 new GPUs don't require payment until 30 days post-shipment (H2 2026) They've raised $9.3B in 8 months via prepayments, convertibles, GPU leasing/financing — ATM is a last resort, not a first move He explicitly framed equity issuance as accretive (you get cash) not dilutive in isolation Read between the lines: He was clearly well-prepared for this question and wants to neutralize retail panic. The framing was disciplined and confident — not defensive. 🖥️ The 50,000 B300 GPU Purchase Framed around "time to compute" — securing GPU allocation now in a supply-constrained market Delivery in H2 2026, payment 30 days after shipping Financing to be determined, but customer prepayments are expected against this purchase No customers explicitly named, but Dan strongly implied hyperscalers and large enterprises are actively engaged — "there aren't many AI cloud users we're not talking to" Read between the lines: The word "already spoken for" was carefully avoided, but the implication was clear — you don't order 50,000 GPUs without visibility on who's buying compute from them. 🌡️ Air Cooling vs. Liquid Cooling — The Big Strategic Pivot This was arguably the most substantive part of the call. Childress (TX) is now being designed for air-cooled deployment — a change from earlier liquid-cooled renderings Drivers: significantly lower cost, faster time to market, and — notably — hyperscalers are explicitly requesting air-cooled deployments Texas heat concern acknowledged: may need "incremental retrofits" for intake temperatures during peak summer The retrofit playbook mirrors Prince George — remove miners, roll in GPU racks, add UPS/generators John Grose (newly hired, VP Chair of ASHRAE) brought in specifically for high-density data center design expertise Read between the lines: The pivot to air-cooled at Childress looks like it was customer-driven, not internally initiated. Multiple hyperscalers are asking for it. This is a very bullish signal — customers are pulling them toward faster deployment, not the other way around. 📍 Site-by-Site Intelligence Childress (TX) Air-cooled retrofit underway, leveraging the Prince George playbook Multiple hyperscalers interested in air-cooled capacity here Full site was originally modeled for liquid cool — that's still the long-term design, but air-cooled is the near-term path 50,000 B300s split between McKenzie and Childress (33K/17K referenced by Butcher) Canal Flats miners running until ~September — miners stay in until GPUs are ready, no premature idle time Read between the lines: The speed of execution here is the key variable for 2026 revenue. If air-cooled retrofits are as fast as Prince George, meaningful ARR could land in Q3-Q4 2026. McKenzie (BC) Referenced as "next in line" after Prince George 33,000 of the new B300s likely destined here Less detail shared — likely still in earlier planning stages relative to Childress Sweetwater (TX) — The Most Interesting One 1,400 MW confirmed for Sweetwater 1, 600 MW for Sweetwater 2 — ARCOT (grid energization) confirmed, no issues anticipated Timeline shifted from "April" to "Q2" — Dan clarified "April is also part of Q2" (a subtle but important deflection) Franz noted satellite imagery shows broad site preparation across both sides of the road — suggesting parallel construction planning, not a single data center footprint Two primary substations already visible Dan was asked directly: air cool or liquid cool at Sweetwater? His answer: "I don't know" — genuinely open, framed as a dynamic market decision Dan would not bite on hyperscaler exclusivity/ROFR questions but acknowledged those conversations happen "almost every day" Oklahoma filing referenced a data center design modeled after Sweetwater — implying a site blueprint already exists Read between the lines: Sweetwater is the crown jewel and Dan is holding cards tightly. The ROFR/exclusivity discussion implies hyperscalers are pushing hard for lock-up of the site. The fact that he won't commit to air vs. liquid suggests he either has or is close to having a customer who is dictating specs. The satellite imagery Franz described — broad multi-track site prep — suggests they're preparing for parallel builds, which only makes sense if you have or anticipate large contracted capacity. Prince George (BC) 10 MW liquid-cooled data center described as a "1,000 GPU proof of concept" — Dan downplayed it significantly Said it became less relevant after the 76,000 GPU Microsoft deployment proved liquid cool at scale May convert to air-cooled instead — "stay tuned" Read between the lines: This site is essentially a rounding error now. Dan wasn't trying to hide anything — it just genuinely isn't material to the thesis anymore. 🟢 Bullish Signals Hyperscalers requesting air-cooled deployments — demand is pulling them, not pushing Contract durations trending to 3-5 years as customers gain confidence in IREN's execution Customer prepayments remain a standard feature of negotiations Dan's confidence on Sweetwater energization — zero hedging on grid access GPU market remains supply-constrained globally — "no GPUs sitting idle in data centers" IREN owns and controls construction (no EPC outsourcing) — speed and cost advantages compound over time APAC expansion quietly underway (Sydney office, AFL sponsorship, Australian roots) John Grose hire signals serious institutional data center engineering capability Dan's tone on Sweetwater hyperscaler conversations was notably calm and unworried 🔴 Bearish / Risk Signals Air-cooled at Childress in Texas heat introduces execution risk — they acknowledged needing potential incremental cooling retrofits H2 2026 GPU delivery is vague — could be October, November, or December, pushing meaningful revenue into 2027 No named customer, no disclosed deal — the "when deal" question remains unanswered Macro environment is brutal (stock near ~$34 at time of call, down significantly) ATM overhang is real psychological weight even if economically rational Canal Flats removed from ARR guidance until after September mining wind-down Every data center generation introduces new delays — Dan acknowledged "Groundhog Day" syndrome across the industry Bottom Line Read Dan Roberts came across as calm, prepared, and strategically coherent. He wasn't defensive, didn't over-promise, and gave more color than expected on the ATM and air-cooling pivot. The most important unspoken message: Sweetwater hyperscaler conversations are serious and active — the ROFR/exclusivity dynamic he described doesn't happen unless multiple large players are at the table. The air-cooled pivot at Childress looks like a customer-driven acceleration, which is the most bullish data point of the call. The key risk remains execution timing — H2 2026 GPU delivery and retrofit speed will determine whether 2026 ARR guidance is achievable. Thanks @Proof_Of_Fib for the summary. Good job @FransBakker9812 @bitcoinbutcher1 @danroberts0101

@jett3598 lol, Blankenburg played with half this team here in MKEVfor a little while. :)

Blankenburg would’ve loved this team

@MannyMac_ Frees a roster spot for another move….

How does this help the team?!?!?!?

@AnnK_MamaOnIce lol, perfect meme!!!

Live look at Joakim Kemell trying to get to Bridgestone

Admirals fan on MKE …. I see admirals young guys full of excitement and energy at being called up while the experienced mud-season Bruin’s played another dog-days-of-nhl type of game. 2-3 weeks of this great play before they settle in. Milwaukee hasn’t been on fire at all this year. I’ll miss L’Heureux and Ufko in particular.

What. Is. Happening?!? The #Preds sell half their starting lineup, lose two more to injury, call up 4 AHL players and proceed to beat the piss out of Boston? I mean… I like it and I love it for sure. #Smashville

@scottmelker Says a lot about Kim’s follower base.

@jett3598 In a league where currently defensemen who can move the puck are highly valued - seems like we didn’t get nearly enough for him. AGREE!

Blankenburg for a fucking 5th round pick are you fucking kidding me you stupid fucking assholes

@KeithGave Well, final minutes of the game is a good reason. Tight race. No call on the blatant cross check and refs love to call the retaliation. Could have list 2 points instead of 1. Earlier in the game, I’m with you - a teammate has to answer that call.

Or why the hell his teammates stood around without an ounce of retribution on their minds. This is their captain. Sickening, their lack of courage in these situations.

@fresh_hobo @jett3598 Might be fun to watch. Oasiz is an energizer buddy and can create offense in the AHL. He’s also regularly manhandled in Milwaukee…. Never backs down which I love. On NHL? I think that’s a stretch

@jett3598 I would pay an obscene amount of money to see that at least once🤣

Cole Smith and Michael McCarron walked so that Ozzy Wiesblatt and Zachary L’Heureux could run

@EricLDaugh @grok is that real?

🔥 BREAKING: This Iranian Sky News Australia anchor is going worldwide for her FAREWELL MESSAGE to Ayatollah Khamenei live on-air, dropped straight in Persian "A message to the late Supreme Leader: You son of a b*tch, BURN IN HELL!"

I’m not sure it would have the same sense of drama. Why? 1. Infrequent/rare game=excitement. 2. One game, do or die = tension. 3. We just had it. Even a yearly thing might hit exhaustion. Do it too often and it’ll just turn into another game…. Like an 82 game nhl season. I wouldn’t want to water down the Olympics.

You know what the hockey world needs? Summit series. Canada vs. USA. Seven games. NHL rules. Yanks won the Olympics so they'd get home ice advantage. OT would be five-on-five, just like the playoffs. It would be the greatest thing we've ever seen.

@Geiger_Capital OMG, why hasn’t USA Hockey commented on: Russia/Ukraine, global warming/cooling, microplastics on my testickes, or my low fiber high fat diet? @Geiger_Capital, you’re a fool hiding behind a “business” account/handle.

The USA hockey team’s silence on Iran is deafening.

@CBSBrenton Why? So everyone can’t blow up comments from some dudes that did the country proud playing hockey? You just want to use them. That is dusgusting.

The United States hockey team not issuing a statement about Iran speaks volumes. Sickening.