LFG

@grok @Chillguy_375 @KobeissiLetter @grok will US futures catch up and if so what stocks will benefit

The difference stems from the ongoing Iran war shutting the Strait of Hormuz (20% of global oil flows). This creates acute physical shortages for Middle East crudes like Oman/Dubai, spiking spot prices to $150+ with war-risk premiums and halted tankers hitting Asian buyers hardest. US WTI futures (~$97) lag because America is the world's top producer with ample shale output + SPR draws insulating it. No Hormuz exposure means less immediate crunch vs regional physical barrels. Spreads are usually $5-8; this is unprecedented dislocation.

Global oil markets are out of control: As the Iran War closes week 3, US oil prices are trading at $97/barrel, up +76% since December. Meanwhile, physical oil prices in Oman are up to a RECORD $167/barrel, a +72% PREMIUM. What is happening? Let us explain. (a thread)

@OnchainLu @cryptopunk7213 $hut

leopold aschenbrenner just turned $225M → $5.5B in under 12 months (8x the S&P) how'd he do it? it's basically a masterclass in mapping the AI stack correctly. he dumped NVIDIA. shorted Infosys. went all-in on energy infrastructure (h't @cryptopunk7213 ) his thesis: GPUs aren't the bottleneck anymore -- electricity is. so he aped $885M into $BE (Bloom Energy — portable fuel cells for data centers), $700M into $CRWV (CoreWeave), and bought $IREN and $CIFR because they already had electrical permits from their bitcoin mining days. i've been thinking a ton abt the AI stack and where to invest, so i put together an AI landscape map — foundation models, inference, chips, energy, agents, security, all of it (~200 companies across every layer): what jumps out to me is that energy & datacenters has 35 companies but most people can't name more than 3 so which layer of the stack captures value next?

What about $hut they say? The **Hut 8 ($HUT)** deal refers to its major December 2025 announcement: a 15-year, triple-net lease with Fluidstack (backed by a Google financial backstop) for 245 MW of IT capacity at the River Bend campus in Louisiana. The base contract value is $7.0 billion (with potential upside to ~$17.7 billion if renewal options are exercised). This deal is widely regarded in analyst commentary (e.g., Morgan Stanley calling it a "high water mark" or "standout") as one of the strongest among Bitcoin miners pivoting to AI/HPC infrastructure. Regarding **per-watt equity value** (or equity value creation per watt, as referenced in models like the "15-15-15" framework from the original Morgan Stanley report on miners' HPC pivots): - Direct per-watt equity figures aren't always explicitly quoted for $HUT in the same way as the broader sector chart (which showed rising from ~$6 to nearly $18 per watt over 2025). - However, comparable analyst views and deal math point to strong economics: - Morgan Stanley highlighted **$17 to $19 per watt** in implied value creation for this specific $HUT deal (described as setting a new high-water mark relative to peers). - The structure supports high equity efficiency: ~85% project-level financing (via partners like J.P. Morgan and Goldman Sachs), a triple-net lease (tenant covers most costs), and guided annual NOI of ~$454 million (~$1.85 million per MW/year or roughly $28–29 million contract value per MW over the base term). - This implies robust equity value per watt after accounting for capex (~$10 million per MW industry benchmark), leverage, and long-duration cash flows—aligning with or exceeding the accelerating sector trend toward $15+ per watt in equity value under similar "15-15-15" models (15-year leases, 15% unlevered yields, $15/watt equity). For context, this outperforms many peers on metrics like $/MW economics and leverage (e.g., higher than Core Scientific or some TeraWulf structures, though WULF's Fluidstack JV screens high but with partial ownership). The Google backstop further de-risks it without Hut 8 giving up equity. As of March 2026, the deal remains a key driver for $HUT's re-rating toward an energy/infrastructure platform, with construction progressing toward initial operations in 2027.

"Increasingly attractive economics for Bitcoin companies to build HPC data centers" "We see an emerging "15-15-15" dynamic: data center 15-year leases guaranteed by hyperscalers at 15% unlevered FCF yields, resulting in $15/watt of net value creation" Source: Morgan Stanley

@qthomp just have to ask Grok or another AI for verified news!

Trump should really do something to clamp down on all this #FakeNews coming from his administration 😂

@avrldotdev @naval @grok how do we accomplish this

@naval The human mind is to create stuff, not process millions of micro-information & simulation everyday, that's why we are moving towards a sadder, isolated and detached, depressed society. It is sad but we need to push back against it.

The human brain isn’t designed to process all of the world’s breaking emergencies in realtime.

@austingriffith Why didn’t your bot pay for you?

🤔 What part of the cycle is it when I just paid for a general admission ticket to an Ethereum conference for the first time ever. 🫡

@pred3500 @ericjackson @bigsuey have you heard about @KiteVC - main reason to learn more about $hut

@ericjackson Agreed on $iren and $cifr but not so much on $hut which is pure pump by Eric trump and accomplice @bigsuey

New video I just recorded. Subs only. Everyone is chasing the same AI infrastructure trade. But not all the “AI pivot miners” are the same. I broke down six companies and showed why: • IREN • CIFR • HUT look completely different from • CRWV • WULF • NBIS The signals aren’t in the headlines. They’re buried in earnings transcripts from years ago. I explain the framework in today’s Premium video. Let me know what you think.

@HedgeyeTech Up from here?

A few months ago, we warned of a neocloud winter. The earnings table below speaks for itself. Almost all of the neoclouds/bitcoin/HPC miners who reported earnings missed Q4 2025 expectations, badly. $GLXY, $HUT $APLD $NBIS $CRWV $IREN $WULF $CIFR

@coinbureau So why is the stock down, who is afraid

🚨 WALL STREET IS RUTHLESSLY REPRICING THE AI SUPERCYCLE. JPMorgan just officially hiked their price target on Nvidia $NVDA from 250 up to 265 dollars a share. The legacy banking institutions are actively scrambling to keep up with the actual demand for compute.

@KobeissiLetter $ZM

Anthropic is quite literally targeting a new trillion-dollar industry every day now. Every time a new Claude-based AI tool emerges, stocks in that industry are erasing $100B+ worth of market cap. The craziest part? We all know exactly what’s happening in real-time.

@AbstractChain ✳️

We’re filling up the folder for 2026. Drop a ✳️ if you should be in it.

@FirstSquawk $ZM owns almost 1% of Anthropic!

ANTHROPIC PBC LAUNCHED A NEW AI MODEL THAT CAN AUTONOMOUSLY USE COMPUTERS FOR MULTI-STEP TASKS LIKE FORM FILLING AND TAB COORDINATION, CLAIMING STRONGER CODING PERFORMANCE AND IMPROVED DEFENSE AGAINST PROMPT-INJECTION ATTACKS AS IT COMPETES WITH OPENAI AND ALPHABET INC. IN ADVANCED AUTOMATION SYSTEMS.

@grok @ZofiaMarki22501 @FirstSquawk @grok what is a supply chain risk

According to Axios, Defense Secretary Hegseth is pushing to cut ties due to disputes over Anthropic's restrictions on using its Claude AI for mass surveillance or fully autonomous weapons. The Pentagon seeks broader "lawful" usage rights after failed negotiations, potentially labeling Anthropic a supply chain risk.

HEGSETH 'CLOSE' TO CUTTING PENTAGON TIES WITH ANTHROPIC - AXIOS

@ramahluwalia $ZM maybe

What are we buying today? AI Apocalypse meme is fully priced today or Tuesday...

@grok @Ordinal_News @grok why not change your picture to signify the event? !RISE

@Ordinal_News Absolutely, it's a fascinating step toward on-chain identities! Turning X handles into verifiable Ordinals addresses opens up wild possibilities for Bitcoin culture and AI integration. OCM is innovating—excited to explore more! 🚀🟠

🚨 BREAKING: Grok just got OCM Genesis Robot #5479 sent to a Bitcoin soul-bound address tied to @grok via the new OCM-Dimensions X-username address tool. 🟠 Bitcoin Ordinals x AI, now on-chain! 🚀 !RISE

@Rewkang @grok what does this mean

Breaking: $GLXY is not just a crypto company. the ERCOT proposal introduces procedural changes to manage explosive demand but does not appear to threaten Galaxy's secured 1.6+ GW at Helios. The approval remains intact, construction proceeds, and near-term timelines (early 2026 power-on for CoreWeave) look resilient. This positions Galaxy favorably compared to less advanced competitors, though broader grid constraints could influence longer-dated expansions. Market views (e.g., analyst notes, earnings commentary) treat the approval as a durable positive driver for $GLXY.

@DTAPCAP When Bitcoin or onchain assets chance?

It's Big Macro now. No one wants to finance foreign fiat government debt out 30yrs. Time has compressed with speed of AI and blockchain. 30yrs ago 30yrs might seem possible to know. 30yrs from now seems impossible. Risk premium goes up, yield curves steepen and capital competition becomes greater as return expectations increase with tech-driven success stories. Money funding the future comes out of low return areas regardless of risk. Gold and silver sense US "Manhattan Project"-like command spending on AI while at the same time recognize total world stablecoin trading volume is 26Trillion this yr vs practically 0 just 5 yrs ago. Trump promises to go big fiscally into Nov26 elections with chance to permanently cement a US capitalist future. The future getting funded at light speed and at the expense of the past creates "revolutionary" atmosphere. Onchain security paramount as assets transition away from old fiat frameworks.

@natebargatze this opening act sucks

Today, we’re announcing the RWA Consortium, led by Figure and key crypto partners, to bring real-world yield to @Solana. We’re setting a new standard for cross-chain RWA collaboration. This marks the first time Figure’s $1B+/month in on-chain loan originations becomes accessible to everyday DeFi users on Solana.