BTC, AI infra & Equities Finding edge in compute & power Always extra 🥑

Joined February 2022
$IREN will be going right back up. I loaded more here xitter.cf/mikealfred/status/2029…
New Cantor note: IREN Raising Targets after GPU Purchase
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Liquidation Map - Ive never seen it this skewed short before. Literally no longs remain. 83m to $65000 and $28b shorts to $109k.
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$BTC the recovery will be beautiful
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0 votes • Final results
Replying to @mikealfred
@mikealfred Mike, I see your plans with Petrus tonight, I admire your steak nights and share your love of good coffee and I head you warnings.... I A M N O T R E A D Y Alas, I am formally requesting a 5M starter loan, re-payable in 3-5 years under your preferred terms & conditions with this I would feel ready for what is to come... my family formally thanks you $IREN $CIFR $BKKT $ASST $OPEN
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Replying to @mikealfred
@mikealfred Mike, I see your plans with Petrus tonight, I admire your steak nights and share your love of good coffee and I head you warnings.... I A M N O T R E A D Y Alas, I am formally requesting a 5M starter loan, re-payable in 3-5 years under your preferred terms & conditions with this I would feel ready for what is to come... my family formally thanks you $IREN $CIFR $BKKT $ASST $OPEN
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BRING THE EXTRA GUAC
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Today it looks like BTC is the safe haven asset👀👀
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$GLXY gets ERCOT approval for 830 MW Power Expansion at Helios >doubles total power capacity to 1.6GW+ >signs service agreement with $AEP >construction underway for first phase under lease with $CRWV >first power early this year
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We’re proud to announce that Galaxy is now the Development Company for @liquid_col through our acquisition of @alluvialfinance Read the press release here: hubs.ly/Q03WRl8N0 See 👇for more
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$GLXY Q3 Earnings on Tuesday Oct 21st and for the first time ever they are streaming the the call on youtube. my take: Max exposure for big results ↗️↗️ xitter.cf/jonathan_mg27/status/1…
I’m proud to announce that one of the largest and most respected names in global asset management has agreed to a $460M strategic investment in $GLXY. The proceeds will support general corporate purposes and drive the buildout of our Helios data center campus, which remains on track to deliver 133 MW of critical IT load in the first half of 2026 under our Phase One lease. One of the key benefits of becoming a U.S.-listed company was the opportunity to institutionalize our shareholder base. Over the past five months we’ve done just that, with several of the world’s leading asset managers now holding significant positions in $GLXY. The conversations I’m having with institutional investors are among the most constructive and high-conviction I’ve experienced in my time at $GLXY. Asset managers, sovereign wealth funds, corporates, hedge funds, family offices, and individuals all across the world are deeply engaged on our story. The conviction we’re seeing today is just the foundation for what’s to come. Separately, $GLXY will be reporting 3Q25 earnings on Tuesday, October 21 and for the first time, we'll be streaming our earnings call live on YouTube. Thanks to all our shareholders and followers for the feedback! See you then.
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$GLXY Galaxy Announces $460 Million Strategic Investment from a Leading Asset Management Firm 9,027,778 shares at $36/share: prnewswire.com/news-releases…
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$GLXY opening another HUGE door. So much more room for growth xitter.cf/galaxyhq/status/197517…
Today, GalaxyOne officially launches, precision-built for individual investors who expect more. Cash. Crypto. Equities. Yield. All in one app, powered by Galaxy.
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with $WYFI up nearly 20%, $BTBT is now trading at a near 30% discount to NAV. 👀👀
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Galaxy’s Helios campus is positioned to be one of the world’s leading AI data center campuses: 🔌800 MW of approved power capacity ⚡2.7 GW of additional power capacity under study 🌎1,500+ acres under direct control 💧Access to ample on-site water for additional direct-liquid-cooling efficiency 📡Long-haul dark fiber infrastructure providing scalable bandwidth, redundancy, and sub-20ms RTT latency to Dallas and other major markets 👥A team with deep data center operating experience and capital markets expertise, led by two of the smartest and hardest working people I know @austorms and @brian_wright21 Access to power at scale is one of the most significant differentiators in today’s AI data center market. Helios is uniquely positioned with 800 MW of approved power capacity and already interconnected high-voltage substation, the first data hall delivery scheduled in 1H26, and full energization of the Helios campus planned for 2028. This puts us years ahead in a market where time to power is everything. With 2.7 GW of additional interconnection capacity under various stages of study for the Helios campus, there is also huge growth potential! As we disclosed, $CRWV is our anchor tenant at Helios, committed to 800 MW of gross power capacity over 15 years (+two 5-year extensions). That translates into: 💵$1B+ in expected average annual revenue over 15 years 📈90% EBITDA margins 🤝A durable source of stable, recurring cash flows, underpinned by $CRWV’s leading hyperscaler and enterprise relationships, and their technical stack and orchestration software that power some of the most sophisticated AI workloads globally. Twelve months ago, few investors saw $GLXY as a way to express a view on the foundational infrastructure powering AI. Today, I spend just as much time with digital asset and FinTech investors as I do with power and real estate investors.
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GuacAlfa retweeted
We’re giving away $10,000 in BTC to celebrate the @btcdigitalconf Bitcoin Treasuries NY UnConference — happening Sept 17 in NYC! 🥠 It’s like a Bitcoin Fortune Cookie — your next repost might be the one that cracks open $5,000 in BTC. 📎 Enter now: gleam.io/YW61r/ddc-bitcoin-f… 👇 Details in thread #BTC #Bitcoin #BitcoinTreasury #CorporateTreasury $DDC
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today we announced that galaxy is the first ever publicly traded company to tokenize its SEC-registered shares on a public blockchain these are real $GLXY shares -- not wrappers, not synthetics, not shares in a foreign SPV. Galaxy Class A Common Stock, onchain more here 👇
Readers added context they thought people might want to know
Exodus is the first publically traded company to tokenize it's SEC registered shares on a public blockchain. decrypt.co/72589/bitcoin-…
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In the past, BTBT’s narrative was a mess We had bitcoin mining, ETH accumulation, and a thriving HPC business, no one knew how to value us Now our story is brutally simple:
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IBIT will be $100 by Thanksgiving otherwise I will eat 100 hot dogs in one sitting without puking. If I puke at any point, I will give all my followers who like and retweet this .1 Bitcoin and an all expenses paid trip to El Salvador and Bhutan.
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