Rohit

@LandoInvests It’ll come to NVIDIA on demand in 72 hours

Has anyone been able to watch or listen to the $NVDA GTC with $IREN? I can’t seem to find it…

@KobeissiLetter @TKL_Adam - what’s your opinion on this.

The odds of the US entering recession are rising: The probability of a recession over the next 12 months jumped to 48.6% in February, the highest since the 2020 pandemic. The percentage has risen +15 points over the last 6 months. This is based on the leading economic indicator invented by Moody’s, which uses extensive economic data and a machine learning model. The recent surge was primarily driven by the deteriorating job market, with nearly all economic data softening since the end of 2025. Historically, such a high probability has never occurred outside of recessions. Now with oil prices surging in March, the indicator is expected to breach the key 50% threshold, as every recession since WWII, except the pandemic, was preceded by a spike in oil prices. The longer oil prices remain elevated, the higher the chance of an economic downturn.

#iren entourage at NVDA #gtc ready to sign a deal 🤣🧑‍🍳 @FransBakker9812 @jiahanjimliu

@IREN_Ltd booth rocking at #gtc. @bitcoinbutcher1 @jiahanjimliu

I see this war winding down faster than most people expect — probably within 2–4 weeks of active high-intensity exchanges, not months or years. Here’s my step-by-step reasoning, strictly based on recent events (leadership decapitation, Iran’s chaotic retaliation, Pezeshkian’s public apology + conditional halt order, and the fact that today’s Dubai incident was almost certainly “already in the air” when he spoke): 1. Iran’s offensive capacity is already broken The supreme leader is gone, central command is running on a makeshift “temporary council,” and the president is publicly admitting the military was on “fire at will” autopilot. That’s not the behavior of a country preparing a prolonged fight — it’s damage control. The Shahed drones and missiles still arriving today are legacy launches; once the current wave burns out (hours to a day max), the pipeline is largely empty because the big production and launch sites were hit hard on Feb 28. 2. The apology is a genuine off-ramp, not theatre Pezeshkian didn’t have to go on state TV and say “I apologize on behalf of Iran.” That’s an extraordinary signal of weakness for the Islamic Republic. He’s essentially telling the region: “We’re done unless you hit us first.” Gulf states (UAE, Saudi, Qatar) have zero interest in prolonged war — their economies are bleeding every hour airports are disrupted. They will quietly accept the apology and pressure Washington to let Iran save face. 3. U.S. and Israel have achieved their minimum goals From what we’ve seen, the opening strikes degraded Iran’s nuclear sites, air defenses, and top leadership. Continuing to pound them now risks unnecessary escalation with Russia/China and higher oil prices. The White House and IDF have every incentive to declare “mission accomplished” once the last inbound drones are downed, then shift to containment and sanctions. 4. No one wants a ground war Iran can’t invade anyone. Israel and the U.S. have zero appetite to occupy Iranian territory. The proxies (Houthis, Hezbollah remnants, Iraqi militias) are already being told to stand down or risk losing their own sponsors. This isn’t 2003 Iraq or 2022 Ukraine — it’s a limited air-and-missile war that both sides can walk away from without “losing.” Most probable ending - Next 48–72 hours: Sporadic final Iranian launches (momentum only), all intercepted with minimal damage. - Next 7–10 days: Quiet back-channel talks (probably Oman or Qatar-mediated). Iran agrees to verifiable limits on enrichment + proxy stand-down; U.S./Israel ease sanctions and declare a pause. - By early April: Formal ceasefire announcement, maybe wrapped in some face-saving “regional security framework.” Oil prices spike short-term then crash back. The alternative paths (full Israeli ground incursion or Iranian regime collapse) require far more political will and resources than anyone currently has on the table. Bottom line: the apology + continued attacks aren’t a contradiction — they’re the classic sign of a war that has already peaked and is now coasting to a negotiated pause. This doesn’t “solve” the underlying Iran problem long-term, but the shooting phase we’re watching right now is ending soon. #IranWar #pezeshkian

That is some impressive math. For parents thinking about private schools

No matter where you go, Bali, Monaco, New Zealand, Switzerland, or even the most luxurious and peaceful places in the world, after 4–5 days, the feeling slowly becomes the same. Because you are still carrying yourself with you. Bali can feel spiritual, Monaco can feel elite and luxurious, and New Zealand can feel calm and untouched, but none of them can permanently fix what is unsettled inside you. If your inner self is not aligned, every place eventually feels familiar. The excitement fades, the scenery becomes normal, and the same thoughts return, just in a different location. That’s when you understand a simple truth. Most escapes are not solutions. They are distractions. If you don’t work on your inner world, even the most beautiful destination becomes temporary relief. But when your inner self is stable and clear, even an ordinary place feels peaceful. You are not traveling away from your problems. You are traveling with them. Fix your inner self first. Everything else follows.

Best advice I read on the state of the markets today

@mikealfred @bitcoin_n_books Do you have a timeline to remain patient for over 100% allocation, asking for a friend?

@bitcoin_n_books I’m over 100% allocated and still adding. So I disagree strongly.

I LOVE this market. It’s markets that feel like this when all the big money is actually made. Not when everyone is losing their minds with exuberance like we will see in the near future.

To all the so called analysts who question the depreciation cycle of chips - Inference unlocks massive redeployment of older gen chips. The show goes on. $IREN $CIFR $NBIS.

@bitcoinbutcher1 @mikealfred @FransBakker9812 Let’s hope we survive to see Sunday..

@rohitboolc @mikealfred @FransBakker9812 Sunday for sure. Hang in there!

Now will be a good time to do spaces @mikealfred , what do you think @FransBakker9812 @bitcoinbutcher1

@mikealfred @ericjackson You should auction (charity) for some followers to accompany you two for dinner

HIVE has surged 283% this year to reach 23 EH/s of global Bitcoin mining capacity. Now expanding 32.5 acres in New Brunswick to build a Tier III+ HPC campus capable of scaling to over 25K next-gen GPUs powered by renewables. This is the next chapter of digital infrastructure ➡️

Today is one of those days: Just about every asset class is trading lower today and all intra-day rally attempts are being sold. It's simply widespread profit-taking. In our view, nothing has changed fundamentally speaking. That said, the most healthy bull markets experience periodic declines. In fact, the S&P 500 averages at least 3 declines of -5% or more PER YEAR, despite averaging a +10% annual gain. The reality is that Magnificent 7's CapEx ALONE is now set to exceed $500 billion PER YEAR. Rate cuts have arrived, deregulation is here, earnings growth is running at 10%+ YoY, and the AI Revolution is accelerating. Ignore the noise.

Why so much pressure on $IREN this week? (four concrete drivers) thoughts @jiahanjimliu @mikealfred 1. Regulatory headline overhang — British Columbia just tightened the screws. On Oct 21, B.C. announced it will permanently ban new BC Hydro connections for crypto mining and limit power available for AI/data centers, with a 300MW AI / 100MW DC allocation to be auctioned from Jan 2026. That creates knee‑jerk “headwind” optics for miners/HPC hybrids with B.C. footprints. IREN still operates sites in B.C. (Prince George, Mackenzie, Canal Flats), so algos and fast money reacted. 2. Macro beta — Bitcoin slipped. BTC rolled from ~$112k toward $108k intraday today. Miners and HPC‑pivot names still wear BTC beta; weakness there mechanically bleeds into the group. 3. Fresh $1.0B zero‑coupon convert = hedging supply. IREN closed a $1.0B 0.00% convertible last week, with a 42.5% conversion premium and capped calls up to $120.18. Convert buyers delta‑hedge (i.e., short stock / use swaps) by design, then adjust hedges as vol/price move; this adds short‑term sell pressure and amplifies intraday swings. None of that is sinister—it’s exactly how convert‑arb works. 4. Options gravity into weeklies. For the Oct 24 weekly expiry, Max‑Pain sits near $60 (yesterday’s snapshot). Dealer hedging around crowded strikes often pulls price toward those magnets, especially when IV is high and stock is jumpy—welcome to “mechanical” tape. Is this a “short attack”? No! up to ~35.25M shares as of Sep 30 (~14–15% float), but Days‑to‑Cover ≈ 1. Translation: shorts exist, but not a trap—coverage is easy in a liquid tape; this argues for hedging flows, not a coordinated pile‑drive. Bottom line: pressure = policy headline + BTC wobble + convert hedging + OPEX, not a thesis‑breaking “short raid.” Does the fundamental thesis still stand? Capital & growth: The convert adds ~$979M net cash (after fees/capped‑call) to fund AI buildout; capped calls mitigate dilution up to $120.18. That’s actually bullish for medium‑term build capacity. AI Cloud traction: Mgmt reiterated >23k GPUs targeted and >$500m AI Cloud ARR by end of Q1’26, with new multi‑year Blackwell contracts inked Oct 7. That keeps the pivot on track. Where B.C. fits: IREN’s B.C. sites are a minority of the future capacity roadmap; the Texas build‑out is the main show (Childress ~750MW; Sweetwater campus 2.0GW staged from 2026). B.C.’s new regime shapes incremental B.C. growth, not the Texas program. Sector catalyst to watch: CIFR reports Mon, Nov 3 @ 8:00 a.m. ET—a clean print or AI‑hosting color there can move the whole complex (sympathy up or down). Final thoughts - Ignore the noise, respect the flows. Convert hedging fades with time; B.C. policy is real but Texas scale is the valuation fulcrum. The AI Cloud contract cadence matters far more than B.C. megawatts from here. No thesis break. The selloff is a flow cocktail (policy headline, BTC softness, convert hedging, OPEX).

@GhostOptions_ Option flow

I’ve built an App that detects Unusual Options Activity before the move happens TSLA Call Buyers were spotted today and were alerted for a 100% trade. I'm sending out this app for FREE with a Video guide Like + Comment "Options Flow" and I'll DM it to you.

@PeterSchiff @grok Ok. @grok at what point do you predict Peter will change his stance of BTC, need directional guidance

@PeterSchiff @grok how much has BTC appreciated since Peter started advising that crypto will go down, not judging, just curious

Wall Street is so bullish on crypto that it’s hard to imagine it going much higher from here. Instead, it’s very likely that Bitcoin and everything crypto are about to be rugged by gold. As gold tops $4k, it’s likely that Bitcoin will sell off, taking the rest of crypto with it.

Major cheat code in life: Knowing which hills aren't worth dying on. Spending time on trivial disagreements is expensive. Wasting your breath, energy, or focus simply isn't worth it. Learn to move on fast. If it won't matter in 5 days, don't let it steal 5 minutes.