bitcoindata21

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Active for: 3.1y
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What are the odds that bitcoin peaks long after alts again?
BTC0.45%
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What are you most interested in, when following me?
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Sometimes the market gives great opportunities, like a crypto treasury company trading at 0.40 mNAV.
I can't accumulate fast enough, before the re-rate.
AT-3.89%
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Which would you rather buy?
AI datacentre stocks (formerly bitcoin miners)
OR
Bitcoin/crypto treasury companies
BTC0.45%
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$MARA energy pipeline for growth
MARA-5.38%
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***u1:
Trump-Jran nexus is not going so well. One is saying one thing and the other a different thing. This only makes the markets unpredictable and worse . $XAUUSD
Going into earnings tonight, $CLSK has 31.49% short interest.
CLSK-2.99%
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Retail investors are still net bearish, even after price thrusts in major indices.
I can only assume they are in stocks that have gone nowhere for the last 2-3 years.
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AI Hyperscaler CAPEX globally at $1 trillion in 2026, with more than half in the U.S. Wild numbers.
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All of the FUD in the last few months was nonsense when you realise whats happening in AI:
1/ Hyperscalers revising capex upward
2/ GPU contract pricing in Contango
3/ Datacentre builders getting improving deals over time
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The median stock in the U.S has just broken to new all time highs yesterday, for the first time in 5 years.
This is not just an AI rally. This is breadth.
This is the business cycle doing business cycle things.
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$GLXY entered the data centre game:
"Galaxy completed delivery of the first phase of power at its Helios data center campus in West Texas, delivering 200 MW of gross power — 133 MW of critical IT load — to CoreWeave under the Company's 15-year lease agreement.""
GLXY3.22%
CRWV6.25%
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$WULF development - steady growth from 0.8GW this year, to 2.8-2.9GW around 2030.
WULF-2.98%
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$WULF earnings for Q2 2026 are out
WULF-2.98%
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Retail wouldn't dump stocks at the greatest pace in 7 years...
while get liquidated/margin called/stop loss targeted
right before the best part of the cycle for ALL assets, would they?
Big oof.
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$HUT development pipeline
As of June 30, 2026, Hut 8’s development pipeline totaled approximately 8,660 MW
- 5,400 MW Capacity Under Diligence
- 1,880 MW Capacity Under Exclusivity
- 50 MW Capacity Under Development
- 1,330 MW Capacity Under Construction
HUT-2.35%
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5.3GW by 2030+ for $CIFR
Energy maxxing
CIFR-5.54%
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$CIFR
"Cipher also today announced it has acquired an option on a new site called Apollo for up to 900 MW, located within 25 miles of San Antonio, Texas. The site spans approximately 288 acres"
CIFR-5.54%
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$IREN completes acquistion of Mirantis
IREN8.73%
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$HUT Q2 2026 earnings are out
HUT-2.35%
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