Irving Shi retweetledi
Irving Shi
145 posts

Irving Shi
@ld8sxh
Canada-based retail investor | Skiing, badminton & basketball enthusiast | Views are my own—never financial advice. OKC Thunder - LFG! Believer in Bitcoin.
Ontario, Canada Katılım Nisan 2014
165 Takip Edilen47 Takipçiler
Irving Shi retweetledi
Irving Shi retweetledi

People - I have to keep repeating this.
Bitcoin and all blue chip network stake follows liquidity. Liquidity is controlled by the Fed and the Treasury via printing money (spending government debt into the creation of USD). Creating money = QE. Burning money = QT.
Every Bitcoin Top is in QE - Every Bitcoin bottom is in QT. The Fed ended QT Dec 1st started after COVID in 2022. QE started Jan 1 2026. The bull run has just started.
Your goal is to accumulate blue chips and hold through the end of QE.
Note: The Fed wont call it QE because the word has become political, they will use words like balance sheet expansion, treasury buybacks blah blah.
We have been in a bear market since the end of COVID. The bull market started Jan 1st.
- Wall Street is accumulating digital assets.
- Binance will try and flush all leverage longs (short term)
- War time financing is here, printing has begun.
If you adjust for inflation Bitcoin has not broken $100k yet. We are just exiting the bear market. The bull market started Jan 1 2026. It will accelerate as liquidity is injected.
Dont get caught up in the narratives.
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Irving Shi retweetledi

@smdcapital I don’t even know why someone would block me on this platform.
I am the least dramatic person 😂
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Irving Shi retweetledi
Irving Shi retweetledi
Irving Shi retweetledi

Cortex 2 at Giga Texas is getting some of the green transformers installed today on the W side of the facility … this is where the screw-type piers, frames and platforms have been installed. Sure looks like a lot of power is going to be needed! Glad to finally be able to confirm the location of all those green transformers that have been stored on site for a few months!




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Jasen has provided a clear answer to a question that has bothered me for a long time. The concern that cryptocurrency could be easily unencrypted and stolen using advanced technology is not necessarily true.
This is because post-quantum encryption technology is expected to significantly increase the security level of digital assets. The future of cryptocurrency security appears bright.😆


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Irving Shi retweetledi

These are all of the AI data-center operator plays available in the market right now:
$CRWV | CoreWeave | MC: $61B
$NBIS | Nebius Group | MC: $26B
$IREN | Iren | MC: $15B
$GLXY | Galaxy Digital | MC: $15B
$APLD | Applied Digital | MC: $9.5B
$CIFR | Cipher Mining | MC: $8B
$RIOT | Riot Platforms | MC: $7.8B
$MARA | Mara Holdings | MC: $7.5B
$CLSK | CleanSpark | MC: $5B
$WULF | TeraWulf | MC: $5B
$HUT | Hut 8 Corp | MC: $4.3B
$BITF | Bitfarms | MC: $2.3B
$HIVE | Hive Digital Technologies | MC: $1.2B
$WYFI | WhiteFiber | MC: $1B
$SLNH | Soluna Holdings | MC: $0.2B
$DGXX | Digi Power X | MC: $0.2B

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NOTE - There are Chinese EVs in this list too. NONE of them can compete either. Because nobody makes cars as good as @Tesla does.
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