Evan Trades

I just surpassed $39214 in payouts this year. Pretty crazy its becoming so real so fast. This has been a long 4 year journey and it only gets better as the days pass. $ES $SPY $QQQ #topstep #Futures

@Wizardofdigi19 @0puppeteer0 up 35% on year, shitting the bed!

@evan__trades @0puppeteer0 lol Ok bro. Yes ok so explain the last 364 days of Glxy shitting the bed. lol. You got today down pat.

im never posting about $glxy again. ever you want crypto exposure buy $crcl or $coin you want data center buy some shit ass fuck like $iren or some bullshit

@Wizardofdigi19 @0puppeteer0 this is most definitely about today. yields are highest since they were in 2007 and whole market is reacting to it.

@evan__trades @0puppeteer0 This is not about today. This is about today on repeat for a year.

@Wizardofdigi19 @0puppeteer0 wulf and iren are both down 8% today so what’s your point?

@evan__trades @0puppeteer0 Lmfao! What's a 10 year? Is that like cpi you told me about last time? Wulf and iren are up 600-800% lmfao. What's your point ?

@Wizardofdigi19 @0puppeteer0 like i said you are an idiot.

@Wizardofdigi19 @0puppeteer0 $IREN is down 8% along with $WULF. calm down you know absolutely nothing about trading…have you seen the 10 year? everything is panicking rn

@0puppeteer0 Lmfao!!! Bro remember when you said not complaining about this trash again? Ahahaha this is the novo peso. It's fucked. And mgt has demonstrated absolutely FA intention to address it. $GLXY -15% over due

@ilzmcfly @JustinB90072145 i blame them being listen on TSX for longest time, their volume is a tenth of other names…doesn’t matter it is lagged and will catch up in future.

@JustinB90072145 @evan__trades

$IREN has so much grid-secured power its insane. $HUT $WULF $GLXY $CIFR $KEEL dont even come close Imagine $2.5M-$3M per MW on 5000MW, because its already grid secured they can start colocation even for sites sitting out years away today. $IREN could collect between $12.5B-$15B in Revenue per year. Imagine that on 10-15 Year leases. What’s crazy is that they have even more undisclosed power and sites. Electrons are expensive and not easy to come by. They can pull a $SNDK and contract all the capacity in 2 years. The reality is that $IREN emerging themselves in the AI Cloud world and I believe they can successfully do it. But the issues is that they are slowed down by GPU delays and bottlenecks. It’s also allot more capital intensive. For the company I think AI Cloud is great but for my stock I think colocation is great. At these prices though I think most other colocation players are running out of secured power and Iren still doing AI cloud might give the better return from these levels.

@NicolasFlamelX @novogratz volume is too low,once it picks up the real run should start

$GLXY missing from this list tells you everything 1. @novogratz needs to do a better job telling the story 2. We are still early

that’s kind of my point though. the entire thesis depends on iren successfully contracting massive amounts of capacity fast enough to outrun the dilution and debt cycle before capital markets tighten or ai demand slows. bulls are pricing in the eventual selffunding machine scenario today as if it’s guaranteed. if they miss timelines, pricing weakens, or counterparties delay deployments, shareholders are the ones absorbing the pain through more dilution and leverage. saying they just need to contract the rest of the 730mw,, makes it sound easier than it actually is. meanwhile companies like $glxy already generate cash flow from multiple business lines today and aren’t solely dependent on continuously financing gigantic infrastructure buildouts to justify the valuation. i’m not saying $iren can’t work, i’m saying the execution risk is way higher than people admit.

I rather not own $glxy, $iren has just more growing pains in the short term because they need to raise debt and dilute for every GPU MW expansion. Iren needs to spin up enough FCF a year to fund the rest of their expansion. In order to do that, they need to Contract the rest of the 730MW for 2026/2027 and by the end of 2027 they can finance the rest of their pipeline without as much debt and dilution risk.

i think $glxy is honestly the better long term buy compared to $mara. $mara is basically a leveraged bitcoin miner that constantly deals with dilution, heavy competition, and pressure from the halving cycle, while $glxy has multiple revenue streams through trading, asset management, staking, lending, tokenization, and now ai/hpc infrastructure. glxy also has way fewer shares outstanding relative to the upside potential and the debt they’ve taken on is more tied to building real infrastructure rather than just surviving operations. mara probably outperforms in a pure bitcoin mania because it has higher beta, but long term i’d rather own the company building an institutional crypto and ai platform instead of just another miner that lives and dies by mining margins.

wtf is it just me or people totally missing $MARA? $IREN is the hare $GLXY is galaxy $MARA is the tortoise

@Wizardofdigi19 if you don’t know what cpi then you shouldn’t be trading lol. Go tell me a name that’s green today

@evan__trades lol. CPI what's that This is when Glxy should show relative strength if it is so undervalued.

Ahh yes here we go the same old $GLXY puke into the close!

@Wizardofdigi19 every name is red because of CPI….

@evan__trades Ugly tape told you what was coming yesterday. Classic Glxy

DD by @datacentredanny

@datacentredanny my apologies i forgot to tag

@evan__trades Took my work and didn’t give me credit ….

Claude was able to run some numbers on where $GLXY would stand in DC business in future if next tenant is found. Already surpasses the top names $APLD $HUT $CIFR Still undervalued and down 30% from its original highs. Take a look into the company and see if you believe in the future of ai power

@Wizardofdigi19 one thing i like about charts is it can sort of predict a coming move, i don’t follow individual stocks much, i focus on equities. but chart is primed to take off if something good can come out

@evan__trades 2021 novo bought $BTGO for 1.2 billion. At the time it was unheard of. You know novo wants to do something absolutely huge here but they gotta get moving.

@Wizardofdigi19 i agree

@Wizardofdigi19 still a lot of what ifs, management has opportunity to do something big, but will they deliver 🧐

@evan__trades Nice layout also like using critical vs gross. well done. Not sure any payments have been made in April 2026 but I don't think that changes your assumptions.

Even at my lowest, I’d still spend my last $90 on an eval

@Wizardofdigi19 we shall see brother

@evan__trades Since 2018 and you'll likely be massively let down. Lol. But maybe you'll be one of the few who aren't.