Data Driven Value

@idearikas Anyone who's been around longer than a cycle knows exactly what it took to get here.🤣

MARA.. A Tale Like No Other. ​I made this as a tribute to all $MARA retail shareholders who have held the line through the darkest days. You know exactly what it took to get here. ​For the best experience, have your headphones on & make sure to watch till the end. Enjoy!

@MaraSurvivor If they had any sort of strategy besides realizing they screwed themselves buying the top they would have been selling Bitcoin THEN to reduce debt and had to sell significantly less coins.

@MaraSurvivor Debt that they took buying BTC at $100K. What strategy was that? The top blaster strategy? Get ready to get diluted again for AI build out, the measly amount they ended up with after paying off debt won't cover much.

$MARA executed a masterclass👌in corporate finance today that was completely overshadowed by the macro bloodbath. Management officially retired $1 Billion in convertible debt @ a 9% discount, capturing $88 Million in value & permanently eliminating a catastrophic dilution threat.

@Xanny555 Now tell us what $3.4-2.3B is.

$MARA is trading BELOW the value of its #Bitcoin + cash alone. The market is pricing it as a dying BTC miner. What it actually is: a vertically integrated energy-compute platform with a massive AI infrastructure pipeline. Here’s what 99% of the market is missing 🧵👇

@intocryptoverse @martypartymusic Sufficiently rekt.👏

@martypartymusic Who do you think was the most incorrect on this platform?

Most annoying person on this platform:

@MaraSurvivor @bobleewaggeris Bought 11K at $100K average. You do realize it's going to take billions to buildout AI right? Where do you think that's coming from? Dilution. Drink more Kool aid.

@DD_Value @bobleewaggeris Sold 15k BTC at a $72.7k average before the drop to $66k, avoided a $100M drawdown and grabbed an $88M gain on debt retirement. 👏 $190M in value protected in 3 weeks. Thats how you de-risk for the AI pivot $MARA

but they “sold at a loss” 😂 $MARA

@martypartymusic Move along munboi, you won't be missed.

@MaraSurvivor In 2021-2024 alone he received nearly $105M in compensation. And will received another ~1M shares for 2025. They took on debt to buy 11K BTC and sold 15K BTC to pay it off taking a $233M realized loss to save $88M. How do you not understand this? Marapigs are delusional.

@DD_Value Hindsight trading is easy. Managing a $3.3B cap table isn't. Fact check: Fred Thiel’s cash salary is under $1M, and his total comp (mostly stock) is nowhere near $88M. They retired $1B in debt, killed a massive dilution threat, and kept 38k+ BTC. That is a structural win. $MARA

@MaraSurvivor It wasn't a 24 loss if they realized it in 2026😂 They could have sold in profit and paid off this debt early but instead chose to wait for prices to drop 50%. Just wait the dilution will never end with MARA, meanwhile Fred pays himself more than the $88M saved from this loss🤣

@DD_Value Irrelevant. Focusing on a ‘24 paper loss misses the structural win. That value was already gone. The "masterclass" is realizing it now to capture $88M in cash and nuke a $1B dilution threat at a 9% discount. You can’t build a GW-scale AI powerhouse with a bloated $3.3B cap table.

@MaraSurvivor They also bought 11K BTC for $1.1B, tell us again how losing $233M to save $88M is a masterclass.

To fund this, $MARA sold 15,133 BTC at an average of ~$72.7k. Concurrently, CEO Fred Thiel presented at the elite FII Priority Summit 🌴 in Miami alongside Circle and Barclays, heavily signaling institutional AI/HPC infrastructure ambitions. #MARA #BTC #AI #HPC

@RealCoinraptor @intocryptoverse He's been TACOing this whole time.

@intocryptoverse The TACO is coming Ben and when it happens you'll be on the wrong side of it.

Next low in April. Don’t over complicate it

@intocryptoverse Narrativooors rejoice until the next drop. If only they saw the lower highs and lower lows.

@endless_frank Lower highs and lower lows and loss of key uptrend moving averages, hate to break it to you but it's already cracked.

Glad I didn’t buy puts today. He will just not let the market crack.

@norveclifinance Ah yes the old manipulation when price goes down argument.🤣

Dear Micron Management, Enough is enough. Micron’s stock is being openly pressured by short sellers who are spreading FUD and using aggressive short selling to distort the price. False, ridiculous, and misleading narratives are being pushed into the market while management remains too quiet. This is hurting shareholder confidence and damaging the company’s market value. Micron is not a weak company. Micron is a critical pillar of the AI, data center, and memory ecosystem. The fundamentals are strong. The long-term outlook is strong. The company’s strategic importance is obvious. Yet the market is being flooded with noise, and that noise is being used to pressure the stock unfairly. Now is the time to act. Micron management should immediately: 1.Publicly reject and correct false narratives. 2.Defend the company’s real business strength with stronger and more direct communication. 3.Accelerate share repurchases at these unjustifiably depressed levels. 4.Show the market that management will not sit back while short sellers and fear-driven misinformation attack shareholder value. Shareholders should not be left to fight this battle alone. The silence is no longer helping. It is encouraging the wrong actors. Please respond clearly, forcefully, and without delay. @MicronTech @MicronCEO $mu

@ChiefSkurp @Nietschecapital You do know historically memory tops with relatively low PE ratios right? It's also only ONE metric.

@Nietschecapital 3.9 forward pe lol

$mu valuation rn is trading like it's a Chinese shitco

@Nietschecapital Notice any similarities to Nvidia's AI hype run up before 45% correction? Seems MU and SNDK top blasting permabulls have lost their memory and need a reality check.

@bobleewaggeris Compensation

Wait a second… the debt cost $912m, $MARA sold $1.1B $btc Thats ~$188m left for “general corporate purposes” what could they possibly need $188m in cash for?

@Xanny555 Buy high sell low. They took over a $230M+ loss to save $88M😂

Paid bashers hate $MARA buying, mining, or selling BTC. They hate the debt, then hate the payoff. • StarWood partnership • $1B debt wiped (30% cut) • 9% discount vs par • ZERO future dilution • AI/HPC pivot via Exaion The fruit just bought the orchard Accumulate & wait⏳

@amitisinvesting He said 8.

TRUMP SAYS THAT THE IRANIANS GAVE HIM 10 BOATS OF OIL AS A “GOOD FAITH GIFT” TO BEGIN NEGOTIATING. Well, we finally got the answer on what the “Iranian gift” was that Trump has been talking about. If this is true, although 10 boats of oil are not much compared to the 120 that pass through the Strait daily, it is a potential sign of negotiations taking place. Trump keeps saying we will attack you hard, Iran keeps saying we will never negotiate — both just putting up a front with potential real negotiations happening behind the scenes. Time will tell…but right now the market does not know what to believe.