Mapping the convergence of Silicon, Biology, & Capital. Path to sovereignty in the Age of Abundance. Tech Optimist. Market Realist.
The Frontier
Joined November 2021
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$RIOT's reaction to the 910 MW IT capacity lease is an encouraging evidence that the market still strongly values genuine AI infrastructure demand. The only discount applied towards $CLSK, $CIFR, $IREN, $GLXY etc. is related to rising financing cost, execution risk, & buildout delays for the unleased, unbuilt DCs.
Bullish dip. Take advantage of the FUD.
PS: Bullish Bitcoin.
Signal & Scale 🕸️ retweeted
You can become a deep value investor by simply buying these and making +500% within the next 2 years and later telling everyone that you are among the top 0.1% of value investors.
Drop from 2026 ATH
$CIFR -73%
$CLSK -58%
$WYFI -78%
$IREN -64%
$BTDR -65%
$GLXY -58%
$KEEL -68%
$BMNR -33%
$DFDV -55%
$OPEN -73%
$BETR -65%
The fact that voters are universally saying their #1 issue is the economy while markets are basically at all-time highs is the single worst omen imaginable for the future of American capitalism as we’ve known it
The good news is someone already built you an exit for this exact moment
$KEEL is likely ~$8-$12 next year around this time (+150-272% 🟢). The repricing begins in ~Q4 of 2026.
Almost time @keelinfra_
This is why 1/3 👇
The Bitcoin hashrate tells us two things: cost to mine Bitcoin, and how competitive mining is. Well done miners who diversified into AI/HPC leases when the iron was hot.
You can become a deep value investor by simply buying these and making +500% within the next 2 years and later telling everyone that you are among the top 0.1% of value investors.
Drop from 2026 ATH
$CIFR -73%
$CLSK -58%
$WYFI -78%
$IREN -64%
$BTDR -65%
$GLXY -58%
$KEEL -68%
$BMNR -33%
$DFDV -55%
$OPEN -73%
$BETR -65%
Signal & Scale 🕸️ retweeted
$SPCX is n =1 but
1) What
why would you sell $KEEL because revenues won't hit early 2028? They had a successufyl summer IR tour and post-elections you will notice change in tune with DC moratoriums and regs + inflation cooling down/oil/long yields down... this is a reflecxive stock with a ton of price manipulation. I think kEEL does amazing in 2027.
$CIFR - the highest qulaity name in the group and an easy 2X (sure not a quick 5-10X but a safe 2X which is not bad. Can SPCX 2X in 1 year?
BTDR - disagree with the reasoning chain of thought; agree with the discount it gets being domiciled in Singapore and Jihan Wu having poor comms. That said, can Asian money push this baby to $10B+ mcap from the current 2B + 1b ATM. I think so. Wall ST CAN TAKE it higher faster, but we don't need love from Wall St FOR A 2-5x from the current prices. I think $BTDR is a solid HODL for the next 3 years just like $IREN
$BTDR is one of the easiest 10X name. Buy, DCA (HODL), and don't overthink (overtrade) until 2029.
MCap today: $2.1B
Given they are the biggest Bitcoin miner and enough MWs to convert into AI cloud and colocation power shells, a $20B MCap is not even extraordinary.
This quoted post is unavailable.
$ASST outperformed all of the legacy large miners. Both stock ROI and number of BTC. A lesson in there. Not even a new lesson, but worth relearning.
$MARA once #2, today #5
$RIOT once #3, today out of Top 10
$CLSK Top 10, but without mining and stacking hard, can fall off quickly. It also enjoys FREE advertisement today sitting beside names such as SpaceX-SI, Coinbase, Tesla and Trump. It will be a shame if they fall off from Top 10 and fade into forever small/mid cap graveyard because there are dime a dozen AI/HPC DC operators & companies with Bitcoin on their Balance Sheet.
Attention = Volume = Liquidity = Big players can take it higher
Trillions will migrate to $COIN and $HOOD over the next 10 years from legacy players who simply can't innovate at this pace. Hard to imagine a third player enter and challenge the emerging duopoly.
Crypto equities (we find interesting)
Current Mcap / Last 1 year stock performance
BITCOIN
$ASST $2.66B +44%
$MSTR $58B -53%
$CLSK $2.2B -57%
$MARA $2.9B -62%
$BTDR $2.13B -68%
ETHEREUM
$SBET $1.64B -48%
$BMNR $13.5B -57%
SOLANA
$SOL $61B -44%
$DFDV $123M -73%
EXCHANGE / DEFI / CREDIT / TOKENIZATION
$HOOD $89B -24%
$COIN $45.7B -49%
$GLXY $6.3B -57%
Oct 17 - AI/HPC Data Centers
I think we have bottomed on these / or close to it with a reversal expected within few days to few weeks
Last 1 year stock performance
$CORZ $13.48 -30%
$CIFR $8.98 -53%
$KEEL $2.31 -54%
$CRWV $61.39 -55%
$IREN $26.99 -56%
$CLSK $8.40 -57%
$GLXY $16.14 -58%
$WYFI $11.76 -61%
$BTDR $7.72 -68%