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dHof

@dhof84

Always Intensional

United States Katılım Aralık 2021
455 Takip Edilen5.2K Takipçiler
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dHof
dHof@dhof84·
@BrianFeroldi It's easy to convince yourself you are insightful when in reality you're just plagiarizing fortune cookies.
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McNallie Money
McNallie Money@McnallieM·
River Bend — The Deal That Changes Everything @Hut8Corp 👀👀👀 ⚡ 15-year, 245 MW IT lease with @fluidstack — $7.0B in base contract value, expandable to $17.7B if all renewal options are exercised ⚡ Lease payments financially backstopped by @Google for the full 15-year base term — investment-grade credit support on a greenfield build ⚡ Project financing at 85% LTC — led by J.P. Morgan as loan underwriter with Goldman Sachs — institutional-grade capital structure from day one ⚡ Delivery begins Q2 2027 — 2026 is about execution, financing, and converting pipeline into contracted revenue
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Victorious Sun
Victorious Sun@meowmeowdj·
$HUT Up 16% and we are just getting started. The market seems to be waking up to the fact that Hut 8 offers proxy exposure to @AnthropicAI and Google. The company is currently building River Bend, a 245 MW campus, along with up to 2,295 MW of additional AI data center infrastructure for Anthropic. They also have nearly 10 GW of energy capacity!!! hut8.com/news-insights/…
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McNallie Money
McNallie Money@McnallieM·
$SLNH just closed a game-changer... 👀👀👀 @SolunaHoldings acquired the 150 MW Briscoe Wind Farm in West Texas for $53M — achieving full vertical integration for Project Dorothy. ↳ Immediately accretive: $20–$24.4M annualized revenue ↳ Year-One Adjusted EBITDA: $6–$11M ↳ Unlocks Project Dorothy 3 — 300 MW+ AI compute campus on 300 new acres ↳ Total pipeline: 4.3 GW across multiple sites @SolunaHoldings now own both the renewable energy source AND the data center it powers. 🙌🙌🙌 $SLNH
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Soluna@SolunaHoldings

Energy + infrastructure. Owned and integrated. We've acquired the Briscoe Wind Farm — vertically integrating renewable generation and compute at our Texas flagship, Project Dorothy. solunacomputing.com/news/soluna-ac… $SLNH

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Restoring Your Faith in Humanity
An NFL analyst’s autistic son, Madden, joined the set with his drawings for Autism Awareness Day, bringing smiles to everyone present.
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McNallie Money
McNallie Money@McnallieM·
🚨 Big news: @SolunaHoldings has acquired the 150 MW Briscoe Wind Farm in West Texas for $53M — achieving full vertical integration at Project Dorothy. ⚡ Year-One projected EBITDA: $6–$11M 💰 Annualized revenue: $20–$24.4M 🏗️ Next up: Project Dorothy 3 — a 300 MW+ renewable-powered AI campus $SLNH
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American Bitcoin
Today we launch a brand-new series on American Bitcoin. Our social media manager, Vanessa Hurley, is hitting the streets of Miami, FL bringing real conversations, real questions, and recruiting everyday Americans into the Bitcoin movement. Which city should we take this to next?🔥🇺🇸
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Anthony P⭕️wer
Anthony P⭕️wer@cazenove_uk·
Today @SolunaHoldings announced it has closed the $53M acquisition of the Briscoe Wind Farm in Texas, achieving full vertical integration at Project Dorothy. The 150 MW asset is expected to generate $6–$11M EBITDA and $20–24M revenue in year one. Owning power plus compute strengthens $SLNH cost advantage in AI infrastructure. The deal unlocks Dorothy 3, a planned 300 MW renewable-powered AI campus on 300 acres. With energy now secured, $SLNH positions itself to scale high-performance computing capacity amid rising AI demand.
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Vlad Tenev
Vlad Tenev@vladtenev·
Big milestone — Robinhood Banking just crossed $1.5B in deposits from nearly 100K funded customers, and deposits are up ~50% in the past three weeks. The team is cooking 🔥 Robinhood is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC.
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Varshika Prasanna
Varshika Prasanna@varshikaARK·
$HOOD Social is doing to investing what YouTube did to media. Breaking down barriers and redefining who gets to manage money. Distribution + verification + track record = earn trust & build audience. @RobinhoodApp Social will shape the next generation of asset managers.
Nick Grous@GrousARK

x.com/i/article/2038…

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dHof
dHof@dhof84·
@Trnchct801 @byronstyles978 This is psychopathy! That's like wiping your ass before you shit 😅 I will die on that hill. Nothin but MAD love and respect bro.
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Crypto c00ler
Crypto c00ler@Trnchct801·
@byronstyles978 It will always be my argument that milk goes into the bowl first, then multiple small amounts of cereal 😂 @dhof84
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Byronstyles978
Byronstyles978@byronstyles978·
Anyone else remember as a kid being excited about a bowl of Cap'n Crunch berries on a Sunday morning? The first few bites absolutely decimating the roof of your mouth and then becoming a bowl of soggy mush 5 mins later? Can't be just me... Anyways GM🍊range Degens
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Soluna
Soluna@SolunaHoldings·
The data center industry is being redrawn around one question: where is the power? $SLNH CEO John Belizaire and @metrobloks CEO Ernest Popescu on Project Kati 2, our joint AI/HPC campus in Southeast Texas, and what speed to power means for next-gen deployments. Clean Integration, new episode: solunacomputing.com/podcast/metrob…
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Cointelegraph
Cointelegraph@Cointelegraph·
🚨 JUST IN: Robinhood has approved a new $1.5B share buyback program as its stock climbs nearly 80% over the past year.
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BSCN
BSCN@BSCNews·
🚨 FINANCE: ROBINHOOD APPROVES NEW $1.5 BILLION SHARE BUYBACK PROGRAM $HOOD keeps buying itself. Per Reuters, @RobinhoodApp's board approved a new $1.5B share repurchase program today. This follows the original $1B buyback launched in May 2024 and a $500M increase in April 2025. The stock is up nearly 80% over the past year despite the broader software selloff. Crypto trading was a major driver in 2024, with notional volumes up 400%+ year-over-year hitting $71B in Q4 alone. The signal: when a company that built its brand on retail crypto and equity trading is buying back $1.5B of its own stock, management thinks the market is underpricing them.
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Mathematica
Mathematica@mathemetica·
“Do not use your energy to worry. Use your energy to believe, to create, to learn, to think and to grow.”
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NBA Base
NBA Base@TheNBABase·
Paul Pierce says the NBA is "JEALOUS" of the Boston Celtics and claims the disrespect is real “I feel like Boston players don’t get their just due, for the most part. Obviously, Brown not being in the Olympics, Tatum not getting the minutes. I’m always advocating and pushing for them and fighting for them. I’d be jealous! We have everything. We got the most championships — probably the best sports city in all of America.” (Via @NoaDalzell )
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CK Capital
CK Capital@CKCapitalxx·
I just opened a new long position in $HOOD. Down 50% from its highs. Fundamentals have gotten materially better. Here is why I think this is one of the most underappreciated setups in fintech right now. Most people still think of Robinhood as a meme stock trading app. That narrative is years out of date. $4.5 billion in revenue in 2025. Record EPS of $2.05. Record net deposits of $68 billion. 4.2 million Gold subscribers. 11 separate business lines each generating over $100 million in annualized revenue. The stock is down 50% from its highs anyway. Let me walk through what is actually being built. Prediction Markets launched at the end of 2024 and is already the fastest growing product line by revenue in company history. In one year they traded 11 billion contracts with over 1 million customers. By October 2025 alone they processed 2.5 billion contracts in a single month, more than all of Q3. That is 3x sequential growth in one month. January 2026 event contracts grew another 17% month over month to $3.4 billion. This thing is not slowing down. And they just went all in on it. Robinhood partnered with Susquehanna and acquired MIAXdx, a CFTC-licensed exchange and clearinghouse. They now own the infrastructure. Analysts at Barclays and Piper Sandler estimate this joint venture could boost prediction market profitability by roughly 45%. The US sports betting market alone is $20 billion annually. Prediction markets are eating into that TAM and Robinhood is the dominant retail platform. Then there is the Platinum Card. Just announced. $695 annual fee. Over $3,000 in perks. 10% cash back on hotels. 5% on dining. Plated in real platinum. Invite only. They are going directly at American Express and JPMorgan for the premium customer. The Gold Card already has 600,000 users and counting. Banking deposits just crossed $1 billion. These are not trading revenues. This is sticky, recurring, high margin money that does not disappear when markets go quiet. Crypto revenue was up over 300% year over year in Q3. Options up 50%. Bitstamp acquisition gives them a global crypto exchange footprint. Tokenization of real world assets is live. Robinhood Cortex AI is rolling out to Gold subscribers now. International expansion in the UK and EU is accelerating. Analysts project $5.46 billion in revenue for 2026, up 22% year over year, with EBITDA margins expanding toward 59%. Wall Street consensus price target sits at $131 across 21 analysts with 15 buy ratings. Bull case targets go to $180. By 2030, analysts see the stock approaching $191 as banking, prediction markets, and international revenues compound on top of the core trading business. The stock is at $72. The business being built here looks nothing like what the market is pricing.
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