flow 🥷🟧⛏️

You don’t want to be the Michael Burry of AI infrastructure and Bitcoin. $IREN

@Mamba248x Half Cash, Half Stock Brah

lol what in the hellll

Spent a few months doing the things that bring joy. Rested the bat on shoulder When bad news can’t drive prices lower, that is bullish. Sentiment extremes. Been swinging at the slow fat pitches.

@Topo_G I’m still here Topo It’s sad to see it happen in real time. Punitive taxation and gaslighting knows no bounds.

@Mamba248x Ecosystem was born in the ‘Alameda’ Era Would love to see some long term vision for token holders. 🫡

Everyone seems to think Solana needs a perp dex to compete with Hyperliquid like it's going to solve some problem The problem isn't the lack of a perp dex, the problem is Solana has majority of the top revenue generating protocols in all of crypto and because of dog shit tokenomics each has coins that go down only Address the core problem, imagine the sentiment if those protocols did a big reset and token holders actually felt like they were winning Someone needs to lead the way, you can spin up 100 perp dexes and wait for Alpenglow and do whatever else, but what matters the most is simply TOKEN GO UP It's a cultural change

@4ndrew_mitchell Coded Flowers

Flowers of Alfiren is now badged on Opensea

@0xwassie Could we mean revert here?

@flow__capital macro ratios matter more than hype cycles right now

With Time Hit on the Cycle, Quick postmortem BTC provided most of gains Early Sol rally into late 24 Memecoins took liquidity away from all utility. No Defi revival outside of Hype NFT’s - nil Art - Xcopy appreciation, then nil Macro ratios BTC:Gold failed to breakout US Policy Lots of noise, .. stablecoins… nil else except grift

@Doonhamer_ Thx brother. Some green today. Hopefully marked the bottom of sentiment here. 🤣

@flow__capital Nice summary Flow!

@TheSixNineO Takeaways: Spot allocation No leverage Watching for sentiment shifts Open minded about the elongated cycle thesis, but skeptical. Passively aware, and disillusioned.

@TheSixNineO Something Else?? Shallow bear, long consolidation, Or something that every end of cycle has done: A) BTC dominance, collapse, with an Alt rally. B) Sentiment shift to the upside It’s very difficult to see where that liquidity will come from. Again 80% -just Bear

Met a friend of the fellow in this pic today. A say hello from many years ago, occurred. I didn’t ever show him this. Correcting that.

@RealJimChanos Dark Shells?

The $CRWV CEO: “There’s plenty of power right now, and we believe there will be ample power.” Not the accepted current neocloud narrative.

Mindset of Datacenter ‘Neoclouds’ NBIS - Scarcity mindset “We have superior software for inference and training AI, those miners can’t compete.” IREN - Abundance Mindset “We will out execute on delivering Bare metal GPU and build out our pipeline of 2.9GW” MSFT - We don’t need your shitty software, just plug in our GPU’s, once we confirm uptime and metrics, we will take ALL your power please.

@matthew_sigel Orders for Turbines are delivering 2028

Marathon 🤝Marathon $MPLX says $MARA LOI is "critically important" to the realizing the data center opportunity in TX; will receive electricity from $MARA to re-sell to producer customers. On timing, says "not a 2026 project"

First of many similar announcements. 💪