Cipher Mining Signs 168 MW, 10-Year AI Hosting Agreement with Fluidstack
In this transaction, Cipher will deliver 168 MW of Critical IT Load to Fluidstack at its Barber Lake site, securing ~$3B in contracted revenue over the initial 10-year term. The agreement also includes two…
Let's be real: the age of 'learn once, work forever' is over. As @demishassabis points out, lifelong learning isn't optional in today's world.
Those who keep learning, despite age, will turn constant change into opportunity.
That's correct. You cannot "touch or hold" Bitcoin, you cannot stack it neatly in a safe. And because of this, you can send as much of it as you want to anyone, anywhere in the world, within minutes and for a fraction of the cost to send the same amount in gold.
Here is the $IREN inventor deck I worked on over the weekend. It pulls from my posts, other's posts, interviews and other public information. Its all there if you are paying attention: An investment opportunity of a life time. Feel free to share it. Thanks…
new: OpenAI CEO Sam Altman and Oracle’s new co-CEO Clay Magouryk on Tuesday are expected to announce an expansion of their data center in Abilene, Texas.
theinformation.com/briefings/open…
From Cantor: “IREN is unique as it owns its own power and has the data center expertise to stand up its own GPU clusters, and given how much power IREN has, it could conceivably be one of the largest AI cloud companies in the world”
🎯
You heard it here first.
From the absolute lows in late December 2022, here are the top performing Bitcoin proxies:
1. IREN: +37.9X 🥇
2. CIFR: +31.4X 🥈
3. MSTR: +25.2X 🥉
Bitcoin is up a little over 7x over the same timeframe.
You are entitled to your own opinions but these are the hard facts
The Fed just cut rates & markets are back at all-time highs 📈
Much of the conversation is about a potential “policy mistake.” 🌳
But the bigger story is the AI disruptive boom driving growth; focus on the forest, not the trees. 🌲
📺 Watch here: youtube.com/watch?v=ilpVPH…
The global source of cheap funds for 30 years, Japan, is cracking. If a bond selling avalanche contagion goes global we’ll see a $250 trillion migration of capital into Bitcoin.
The global source of cheap funds for 30 years, Japan, is cracking. If a bond selling avalanche contagion goes global we’ll see a $250 trillion migration of capital into Bitcoin.
Breaking:
*The Fed cuts rates by 25 bps
*A narrow majority of officials pencil in a total of at least 3 cuts this year
*Statement changes are dovish
*Miran is the only dissent, for 50 bps
I am BULLISH
Bringing Bitcoin to AI agents payments: I always believed that if AI had to pick between human-controlled networks and assets, vs. a code-controlled neutral and open network and asset, it would ofc pick the latter to net-settle value A2A. Glad to explore this with @Google!
Bringing Bitcoin to AI agents payments: I always believed that if AI had to pick between human-controlled networks and assets, vs. a code-controlled neutral and open network and asset, it would ofc pick the latter to net-settle value A2A. Glad to explore this with @Google!
Imagine spending 12 years in school, 4 in college, grinding a 9–5, saving for decades… and Jerome Powell prints the equivalent of your entire life savings during his lunch break. Bitcoin fixes this.
Top 10 historic developments of the past 50 years.
How is this not mind boggling?
BTC total network hash rate just hit 1 Zetahash per second.
1,000,000,000,000,000,000,000 Hashes computed every second.
Most secure network in the world.
How do people still not get it?
🚀 🚀
At dinner last night: " If $NBIS with a Russian search-engine founder could build data centers and land MSFT for $17B, then $IREN Aussies with Macquarie Energy roots and $CIFR Americans with Google & META Data Center chops will have no trouble attractive far more. " 💯
IREN’s FMV Lease Model as a Strategic Differentiator (courtesy of ChatGPT)
IREN has emerged as a first mover in structuring fair market value (FMV) leases for GPUs, a financing mechanism almost unheard of in the cloud infrastructure sector. Whereas competitors such as CoreWeave…
$IREN's Unique IaaS Proposition: Infrastructure-Heavy, Hardware-Light
Yesterday during the Orange Group panel at Pubkey in NYC, @mikealfred explained that one of IREN’s unique advantages compared to other neoclouds is that, by leasing the chips instead of buying them, they are…
$IREN & $NBIS AI Infrastructure & Energy Comparison:
• $IREN is currently operating at a significantly higher scale (~810 MW of active capacity) and has secured multiple gigawatts (~2.75–2.9 GW) of future power, including major expansion projects like Sweetwater (2 GW) and…
21 Followers 272 FollowingWalk with the wind, see stories 👠🌫️📚
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124 Followers 8K FollowingThe universe is calling - pick up the phone. Writing The Bitcoin Thesis for The revolution. My newsletter Beyond infinity takes you there ⬇️ °°/21m
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599 Followers 5K FollowingSalomon Brothers 90-98 Bond Portfolio Analysis Government Desk - Long Bond Trader Derivatives -Short-Dated Options Trading (Head) Caxton Assoc Hedge Fund
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156K Followers 2K Followingreformed hedge-fund manager | cfa | co- founder of Bitcoin Opportunity Fund @BTCOppFund + @Strive Director | ex-@yale hockey | author of 💡The Informationist
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27K Followers 242 FollowingIREN Limited is a leading next-generation data center business powering the future of Bitcoin, AI and beyond with 100% renewable energy.
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Top pics: $CIFR $IREN and thats it !
Avoiding Eco Chambers. Doing my own DD
Asking Hard Questions.
72K Followers 728 FollowingManaging Director of Bitcoin Magazine Pro.
Founder and CEO of Trendstorm (powering BM Pro).
Helping people understand Bitcoin through data.
348K Followers 2K FollowingFounder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
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