boba

Depending on your approach and what timeline you're looking at... $IREN is the most de-risked with energized megawatts, $MSFT deal, and $NVDA preferred partner. $IREN is already executing. Note that the execution is largely priced in after a 750%+ rally. $SLNH is sitting at a fraction of the valuation with the exact same tailwind (early/developmental stage ofc). In terms of asymmetric risk/reward, Soluna wins. $APLD comes in second after $SLNH (in regards to risk/reward). $CIFR is right in the middle. Just depends on whether you want the safest option or the largest potential return, or somewhere in between. Hard to go wrong with any of those.

Ro pretends he is a modest and humble guy. Over the course of the next few months, I will reveal much more about Ro Khanna. He's just a rich guy lying to everyone about virtually everything. At the end of this, I predict his wife will file for divorce.

SCOOP: Sens. Tillis and Alsobrooks have finalized a compromise on stablecoin yield. Punchbowl News has the text - bans rewards that are “economically or functionally equivalent” to deposit interest - balances *can* be used for rewards if companies clear the “equivalent” test

Circle just solved the biggest enterprise objection to stablecoin settlement. For two years, the objection from banks and PSPs wasn't "we don't believe in stablecoin settlement." It was "we don't want crypto on our balance sheet." The compliance risk. The custody question. The auditor conversation. On April 8, Circle launched CPN Managed Payments. Banks and PSPs settle in USDC —> instant, global, 24/7. Circle manages the entire digital asset lifecycle: USDC minting, burning, payment orchestration, blockchain infrastructure. The bank touches only fiat. The stablecoin settlement happens underneath. $70 trillion in cumulative USDC settlement already processed. Thunes, Worldline, and Veem are live on the platform. 20+ blockchain rails. Global fiat payout corridors. Read what this actually does to the market: it removes the last friction point for institutional stablecoin adoption. The technology wasn't the blocker. The balance sheet was. CPN Managed Payments eliminates that objection without asking any institution to change its compliance posture. The companies still waiting for enterprise demand to arrive don't understand that the enterprise objection just got answered. The demand has been there. The answer just shipped.

🚨BREAKING: $IREN ANNOUNCES SUCCESSFUL ENERGIZATION OF SWEETWATER 1 🔥🔥🔥🔥🔥🔥

Ukraine has officially addressed Israel through diplomatic and legal channels, requesting action on the “PANORMITIS” vessel. The Prosecutor General’s Office of Ukraine has submitted a relevant request to the Israeli authorities based on a Ukrainian court ruling to arrest the vessel as part of the ongoing investigation. The vessel is suspected of carrying a grain cargo that was illegally transported from a closed port in the temporarily occupied territory of Ukraine in violation of international law and Ukrainian legislation. This is not Twitter diplomacy, but a very concrete legal and diplomatic request for international legal assistance that necessitates a response. We expect the Israeli side to take it seriously rather than responding with emotional statements.