@mithcoons

Cyber Security Engineer // former Sgt of @USMC 🇺🇸 Left Curve Capital // #Bitcoin 2014

 USA
Joined November 2012
  • Tweets6.4K
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  • Followers23.9K
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My long-term base case for #Bitcoin ⬜️ $60k $BTC range remains the low ⬜️ $150k by Halving Day 2028 ⬜️ $200k followed by FOMO in Spring 2029
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Elon’s not wrong 👇 For every $NBIS & $IREN there’s dozens of AI Neocloud wannabes with zero prospects or profitability See $BTC miners last cycle ⏪
Elon Musk
@elonmusk15h
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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bitcoin:native Like a wet f@rt.. Never trust a weekend wick ⚠️
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NIMBYism (Not in my back yard) over the years 1970's - Interstate highways 1980's - Nuclear power plants 1990's - Walmart & superstores 2000's - Oil fracking, solar & wind farms 2010's - Homebuilding 2020's - AI data centers
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Bought my 2nd largest bag of $BE Bloom Energy in 2026 💰 - Short term the stock's uptrend is still in tact 📈 - Long term company is an earnings juggernaut by sitting on the AI Energy bottleneck
The Earnings Correspondent
@earnings_guyOct 22
$BE (Bloom Energy) #earnings are out:
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The BioWare you loved died back in 2020 🪦
BioWare
@biowareOct 21
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bitcoin:native Bearish at the bottom Bearish at the breakout Many such examples 🔢
Alejandro₿TC
@Alejandro_XBTOct 19
Patiently waiting for $BTC to reach the blue zone. The trap is already set. Now it’s just a matter of time.
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$NFLX - Netflix is finally bottoming out 👀 - Valuation (18 PE) has come back down to earth - I don't own the stock but its tempting here - Under $60 is a smash buy 💰
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Bought my 2nd largest bag of $NBIS in 2026 💰 - Short term the AI correction is over & the stock is sitting on support - Long term Nebius is an absolute scaling juggernaut and has earned best-in-class among Neoclouds
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$SPCX Once again SpaceX proves AI hosting to be an incredible cash cow 💰 And the market is bearish Neoclouds?
The Earnings Correspondent
@earnings_guyOct 20
$SPCX (SpaceX) #earnings are out:
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Bought my largest bag of $IREN in years 💰 - Short term the stock hasn't been this oversold since 2022 - Long term IREN is still one of the best vertically integrated Neoclouds in AI
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bitcoin:native ✅ Bottom ✅ Breakout ✅ Retest ⬜️ Higher
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bitcoin:native is holding up nicely here And if I jinx us I'll take the blame 😅
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AI Bubbles are inevitable.. but that doesn't mean it pops tomorrow xitter.cf/i/spaces/1nxnRBpegVExO

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