Leo Wang @ Canaan Avalon

Do you still believe the FAD’s story that $can is going delisted? 📉 While we were working quietly, we brewed a transaction where @CipherInc steps in as a significant shareholder—a company backed not only by Vanguard, BlackRock, Jane Street, and D. E. Shaw, but also Google. In the last 5+ Bitcoin bear markets, we’ve heard the "Bitcoin is dead" story every single time. Each time, the value proved the noise wrong. @canaanio is no different. While shorts peddle fiction, we are excited to hear @rftylerpage validating our value on today’s earnings call! Today’s 16% move is the market doing the math. Institutional analysts also see the real story: ⚡️ Kevin Dede (H.C. Wainwright): “More importantly, the transaction represents what we called investor attention... Entering a Power-First Reboot; specifically, a focus on direct access to power in supplementing self-mining as well as rig construction and sales akin to a broad-based model instigated by Bitmain. The real message here is Canaan is living by its words.” 💰 Kevin Cassidy (Rosenblatt): “For the JV plus 6,840 Avalon miners, Canaan is exchanging ~$39.75M or ~53.8M ADS shares at $0.7394/share. We see this deal as inexpensive access to 120MW of low-cost power and ~25 BTC/month.” 🚀 Michael Donovan & Ed Engel (Compass Point): “Net, the transaction aligns with Canaan’s stated pivot toward upstream U.S. power applications and its bitcoin mining plus AI-HPC colocation strategy targeting substantial load by end-2026.” 📈 #Bitcoin #Mining #HPC $CAN @GwynLauber

Happy 100th birthday to Alan Greenspan — a great economist and one of the most consequential Fed Chairmen in modern history. He helped steer the U.S. economy through a long expansion while keeping inflation and unemployment relatively contained. His legacy continues to shape debates on monetary policy today.

So many thanks to @tylerkstevens, @skot9000 and the wider @HashHeatpunks community to put it together! We are thrilled to be part of the gang and move forward with the topics we covered on the workshop!

I’m so excited every time I read about Avalon Home series helping our users and community! @canaanio

Personally, I have recently added $RCAT after its dilutions seemed to have set down. I don’t know more about that company than anyone who reads their public filings. But I’ve seen some tailwinds including the ramp-up of new production and the potential expansion of margins. Beyond the operational growth, I am hopeful $RCAT is on the verge of a valuation re-rating; I could be wrong. As they transition from a hardware supplier to a provider of all-domain integrated solutions (or at least try to make the move), the market should start valuing them as a high-growth defense tech play rather than just a drone manufacturer.

I am officially stopping my coverage on $ONDS. My coverage has moved from educational to me defending myself, and that isn't what people follow me for. $ONDS started like any other stock I posted about, but it became my baby. I covered it almost daily for months starting from the $2 range. However, it was always covered from a technical standpoint, not a long-term fundamental view. I am not going to sit here and be publicly abused for providing educational TA on a stock. My goal has always been to teach. With $ONDS, I aimed to provide a measured perspective on the price action and show caution when caution was needed, especially amidst the feverish, hype-driven coverage of $ONDS on FinX. The concerted attack on me over the past month has been noticeable; people are questioning what is going on and why I am being targeted. It is simple: my TA is realistic and isn't purely bullish. The $ONDS "perma-bull" crowd wants me out of this space. I have held firm and let my TA do the talking, and I know so many of you appreciate the coverage, but the constant public attacks and abusive comments are too much. There are plenty of other opportunities out there for me to focus on. I loved $ONDS: the TA setup, the company's execution, and initially, the community too. However, as the chart started breaking down and I shared that reality, many in that community turned on me. That hostility continues to grow. I was never here for the engagement or the controversy, so I am moving on. My apologies to anyone who has supported my $ONDS coverage in a respectful and genuine manner and appreciated the continued updates. You guys are awesome!

Many executives have become multi-millionaires or even billionaires through receiving bonuses in stock. And that’s fine. Many of them are doing a great job and deserve the bonuses. Our CEO and CFO have chosen to use a significant portion of their hard-earned cash to purchase our stock. When I said “you don’t have to”, they told me “we want to stand by our shareholders”. It’s really remarkable and touching.

@CipherInc @Nasdaq Congratulations! Now the title matches the substance.

@w1nation @canaanio @Apple We actually had designed Avalon in flash disk in 2014 that were sold to a university for studying bitcoin.

@canaanio $can nice price per unit. Canaan Should make something small that can attach to laptops or iphones via usb C for mining. ⛏️ 💡 sell enough of These puppies and share price could See @Apple stock numbers.

@BLUE_chinese @MicroStrategy @BitcoinForCorps @DylanLeClair @phil_geiger Nice!

Great start to @MicroStrategy @BitcoinForCorps in Las Vegas. Happy to see these amazing guys! @DylanLeClair @phil_geiger

@matthew_sigel Thank you for posting, Matthew! I expect analysts will ask questions about this at Cipher’s earnings call tomorrow.

$CIFR Canaan ($CAN) Acquires Cipher Mining's Interest in Multiple Operational Mining Projects Totaling ~4.4 EH/s in West Texas Pays $40M...in new $CAN shares w/ 6-month lockup

3 takeaways from Gwyn’s Sat Chats episode 👇 Start small. You don’t have to go all-in, find an entry point that feels manageable. Think long-term. The “hedge” conversation is about inflation over time, not panic. Make it practical. Heat reuse is a simple lens: if you’re heating anyway, make the byproduct useful! Full episode: youtu.be/d_IdeVJfQ3U?si…

$can Avalon Q has enabled families' smart energy management systems in North America, if you know the trick. #heating #homemining

Honored to be featured in a piece by Mathew Di Salvo from DLNews discussing the evolving bitcoin mining difficulty, and its relationship with AI compute. My comments: - "they are not in a zero-sum competition for power. The two industries can work in harmony, with miners having flexible energy requirements — Bitcoin miners can quickly power up or down depending on an energy grid’s needs — while HPC operations need constant, reliable power." - I have also mentioned the modernization of bitcoin mining. "Today, Nasdaq-listed companies are expanding their footprints far beyond the United States, utilizing global diversification to offset regional risks and capitalize on more competitive power and labor costs." - "New energy sources, including previously stranded energy, are harnessed elsewhere." $can

Sat Chats, the Bitcoin Podcast posted an interview with @GwynLauber from @canaanio talking about our home mining products. Go Gwyn! youtube.com/watch?v=d_IdeV… $can #energy #heating #homemining