Tech & Longevity investor š¦ @BitfuryGroup $CIFR $HUT @Gonka_ai | @Wharton @YPO | Fam Office @Cryptic8VC | Author: And Then You Win
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And Then You Win is Finally Out!
The story of how we went all-in on Bitcoin, were ridiculed, āate glassā to survive ā and built businesses worth $12 billion and counting.
More than that, itās about what we learned about ourselves and the world along the way.
Amazon: amazon.com/dp/1636805310
Every time Iāve posted this, itās proved true: If you canāt stomach an 80% drawdown, you donāt deserve the 10x returns.
And If you ve done your homework you have nothing to worry about. Stay patient and stay on course.
Cāmon folks. Questioning $CIFR execution? Look at the full picture.
Yes, Barber Lake went over budget and yes, it was an expensive mistake (arond $1,20 / share) but NOT a whopping $10 + correction!
This same team secured:
* 700 MW contracted to AWS and Google backed tenants.
* $16.6B in contracted revenue
* Black Pearl initial capacity delivered 2 months early. Rent already flowing.
* AWS covering costs above the agreed cap at Stingray
* Contracted build FUNDED: three project bonds + the convert.
Then there's ~3.4 GW of Texas pipeline: ā¢
* Reveille + Ulysses: 270 MW, 2027, interconnection milestones cleared
* Colchis: 1 GW, conditional ERCOT base-load status, 2028
* McLennan (Waco) + Mikeska: ~1 GW combined, Batch Zero, 2028ā29
* Apollo: 900 MW option near San Antonio, Batch Zero studied load, 2028 target
* Stingray expansion: 200 MW, studied load
Colchis still needs final approval, but after the midterm dust settles, I give it a high probability. And don't forget the 2.5 GW of behind-the-meter potential via gas laterals, on 3,600+ acres.
Building at this scale is very hard. And NAME ME ONE TOP INDUSTRY PLAYER that has not made mistakes. The question is whether the team adjusts and keeps delivering. And my bet is YES. Onward. $CIFR
The same clowns who called Bitcoin a bubble are now calling AI one. The AI story is rock solid: there is no "dark" GPUs, there is a massive compute shortage, and new power generation takes 5+ years to connect. My bet: the names with power and signed contracts, $CIFR $HUT $IREN $WULF will make new highs. Hang on for the ride.
George Kikvadze retweeted
Cipher Begins Development of Lateral Pipelines to Facilitate Data Center Expansion via Bring-Your-Own-Generation
- Lateral pipelines capable of supporting up to 2.5 GW of new generation across multiple sites
- New generation expected to increase Cipherās leasable HPC data center capacity and is a significant step toward making new power available by 2027
āSecuring and delivering power is the foundation of everything we do. Bringing our own electricity generation allows us to unlock significant new capacity quickly while proactively contributing to greater grid stability in the communities in which we build our data centers,ā said Tyler Page, Chief Executive Officer.
Read the full press release here: bit.ly/4dkG7z5
US National Debt is > $40 Trillion
Annual Expenditure to just service this Debt is around $1,5 Trillion and BTC at $77k ? š¤ Makes Zero Sense
George Kikvadze retweeted
Got Bitcoin ?
Shocking stat of the day:
Estimated annualized interest expense on US federal debt is up to a record $1.38 trillion.
This is equivalent to 4.2% of US GDP, the highest percentage since 1997.
By comparison, this figure stood at 2.3% in Q4 2020.
Annualized interest expense has surged +$900 billion, or nearly +200%, over the last 5 years, rising at an average annual rate of +24%.
Meanwhile, in the first 9 months of FY2026, interest expense jumped +$78 billion YoY, to $827 billion, the highest level for this period in history.
The cost of servicing US federal debt has never been higher.
George Kikvadze retweeted
New all-time high on Gonka: over the last 24 hours, 19.6B AI tokens were processed by the network.
This achievement was made possible thanks to the introduction of DeepSeek v4 Flash, which accounted for more than 12B tokens over 24 hours.
And the best part? You can get hundreds of millions of free AI tokens on Gonka brokers.
Got Bitcoin ?
Shocking stat of the day:
Estimated annualized interest expense on US federal debt is up to a record $1.38 trillion.
This is equivalent to 4.2% of US GDP, the highest percentage since 1997.
By comparison, this figure stood at 2.3% in Q4 2020.
Annualized interest expense has surged +$900 billion, or nearly +200%, over the last 5 years, rising at an average annual rate of +24%.
Meanwhile, in the first 9 months of FY2026, interest expense jumped +$78 billion YoY, to $827 billion, the highest level for this period in history.
The cost of servicing US federal debt has never been higher.
George Kikvadze retweeted
Oggi in Ucraina i missili assassini di Putin hanno ammazzato diciassette civili colpiti deliberatamente in quanto civili. Lo voglio dire a chi parla di svolta diplomatica: oggi quelle persone sono morte perchĆ© noi non diamo agli ucraini la possibilitĆ di difendersi adeguatamente. Solo da qui puĆ² nascere una soluzione diplomatica, non abbandonando gli ucraini che lottano per la democrazia e la libertĆ , contro un autocrate che attacca lāUcraina per attaccare lāEuropa.
LāEuropa deve sostituire la spesa americana per la difesa, che non ĆØ piĆ¹ affidabile, con fondi europei, verso una difesa comune, anche a questo serve il SAFE. Abbandonare lāUcraina significa abbandonare lāEuropa e produrre la sua disgregazione, esattamente quello che vogliono Putin e Trump.
George Kikvadze retweeted
This morning, $CIFR released its Second Quarter 2026 Business Update, marking a quarter of accelerated delivery, pipeline growth, and continued capital markets execution. Highlights from the quarter included:
- Delivered first data center capacity at Black Pearl two months ahead of schedule, with rent commenced
- Acquired an option for a new site called Apollo, up to 900 MW, located near San Antonio, Texas
- Secured full funding for Stingray, our third data center development, through an $810 million bond offering
- Achieved key construction milestones across Barber Lake, Black Pearl, and Stingray
"The accelerated delivery at Black Pearl, together with everything else we accomplished this quarter, proves we can execute at scale, with speed, and without compromise," said Tyler Page, CEO.
More here: bit.ly/4qf0vHr
#HPC #AI #DataCenters #BuiltforHyperscale
George Kikvadze retweeted
Dalia GrybauskaitÄ, former President of Lithuania:
I was surprised by stupidity of Russia when they invaded Ukraine. They donāt need territories, they already have a lot.
Just to humiliate nation? To make Ukrainian nation an enemy forever? Forever.
To create Ukrainian identity so strong that it has never been before? Now they will become enemy for centuries.
I call it stupidity. There's no sense in doing it and turning your friends into enemies, your historic allies.
A Slavic nation that's practically very close to you historically. Pure humiliation, pure ambition, which is absolutely silly.
I was also surprised by reaction of the West. How cowardly, how afraid West has been, what lack of leadership we demonstrated.
George Kikvadze retweeted
Vladimir Putin is one of the most prolific terrorist dirtbags of the last 50 years.
He has killed at least SIXTEEN THOUSAND Ukrainian civilians with his murderous bombing of schools, restaurants, hospitals and apartment buildings.
Vladimir Putin has turned Russia into a terrorist caliphate so brutally murderous that it would make Abu Bakr al-Baghdadi jealous.
For perspective: ISIS is estimated to have killed ~400 people throughout all of Europe since their founding.
16,000 vs 400!!
Even Bin Ladenās Al-Qaeda fails to come close to Putin with their number of 280.
Putin is a nuclear-armed terrorist, plain and simple. An especially cowardly one.
Meanwhile, he has governed his own country so completely incompetently that, despite spanning 11 time zones, it now has an economy significantly smaller than Texas, and ā despite all of Russiaās incessant, completely performative, and disingenuous Christian LARPingānow has the largest Muslim population in Europe BY FAR.Ā Ā
In fact, Russia is such a total basket-case of a country that Putinās own daughter chooses to live in Paris! And quite lavishly, I might add, with money that her father has pilfered from the Russian people.
Americans who knowingly and willingly spread Russian propaganda are no better than those who have collaborated with ISIS. They are sickening traitors to our country.
And they should be dealt with accordingly!
George Kikvadze retweeted
The best longevity drug available today is exercise and building muscle šŖ
George Kikvadze retweeted
Morgan Stanley updated their bull target for $CIFR to $76.50 expecting further lease signing and further power pipeline growth
The bank lowered its base case from $48.50 to $47
George Kikvadze retweeted
TRUMP: Putin said, "I'd love to meet in Moscow." I donāt know if Zelenskyy would go to Moscow. Maybe he would. Would you go to Moscow?
ZELENSKYY: Itās difficult. There are lot of Ukrainian drones there. (Audience laughs) Itās dangerous.
TRUMP: Yeah, itās hard to go to Moscow.
George Kikvadze retweeted
The market also needs to learn to differentiate among the business models of companies in ādata centersā.
If the largest companies in the world now want to sell compute, that would logically increase demand for hard-to-find megawatts in an already constrained market. If a company has a 4.2GW portfolio of development sites and builds turnkey data centers for tenants (so the tenant can manufacture and sell compute), recent headlines seem very positive for such a company.
@CipherInc $CIFR
The market needs to learn how to differentiate among the teams building data centers. We are on schedule at Barber Lake and our confidence is unwavering.
$CIFR
George Kikvadze retweeted
The Gonka community is cooking ā now with 10B+ AI tokens/day.
Join in three simple steps:
1. Pick your community broker:
gonka.ai/docs/developer/quicā¦
2. Pick a model: MiniMax-M2.7 or Kimi-K2.6
3. Connect it to your favorite tool or agent in seconds
Start building today, and showcase your Gonka projects in the # community-projects channel:
discord.gg/RADwCT2U6R