Probably nothing 🥸

Still following the charts. Never left. Just a busy week with my work as a policy advisor for the City of Delft. Back soon with some updates 🔷♦️

Strong fundamentals as always from Bit Digital, Inc. NASDAQ:BTBT: treasury, staking, and $WYFI exposure all looking clean. Now it’s time to see some deals hit the tape too. Partnerships, deployments, or new AI infra contracts would take this to the next level. $BTBT | $WYFI

$CLSK just made its BIGGEST move yet. Announced a $1B convertible note offering, with another $200M possible. Up to $400M will go straight into share buybacks, while the rest funds power expansion, land acquisitions, and AI/HPC data center development. No interest. Maturing

Recent developments seal the case IMO: merger with Semler Scientific means access to ~10,900 $BTC + institutional scale. Convertible issuance strengthens balance sheet and supports growth thesis. Momentum + structure + fundamentals all pointing higher.

Fresh Blue Diamond on the $BTC 1D 🔷 Echo lit up the day prior. Now all eyes on Tango pane. Weekly still flashing triple ♦️ but if Tango confirms, we could be looking at a full daily triple blue setup again that could trigger the new leg up. With Powell calling AI & data center

CleanSpark just upsized its convertible note raise to $1.15B and priced it at 0.00% interest with a 27.5% conversion premium‼️ Roughly $460M will now go straight toward share buybacks, with the rest fueling AI and HPC infrastructure buildouts, power expansion, and $BTC credit

No it’s not just ‘debt’. It’s 0% convertible senior notes with a 27.5% premium and a huge portion earmarked for share buybacks and AI/HPC expansion. That’s strategic capital and not a burden. It fortifies the balance sheet and positions CleanSpark Inc. for scale and not for

I see where you’re coming from. But in this case, the structure suggests offense more than defense. The 0% convert with a 27.5% premium and $460M buyback isn’t about protecting a floor but about reasserting control of the float while locking in long-term, non-dilutive capital to

That’s not how this works. The $460M repurchase is a structural component of the convertible deal, not an insider exit. Those “select investors” are the institutional buyers of the notes. The same ones providing the capital. It’s a cross-transaction that offsets dilution and

That interpretation misses the structure entirely. These aren’t insider sales. They’re concurrent negotiated transactions tied to the convertible note placement. The “select investors” are the institutions participating in the offering, not management offloading stock.

👇🏼

$CLSK $BTC 🚨🗞️ ✅Confirmation that CleanSpark Inc. already repurchased the shares. ✅Re-purchases did NOT come from company officers or directors. Thank you S Matthew Schultz and Gary A. Vecchiarelli for confirming. Glad the deal has closed and now the money can be put to work 🙌

We’re so f*cking back if true

Imagine being bearish right now.. I’m adding to my highest-conviction names.

A national AI compute backbone means one thing: MEGA-scale power, land, cooling, and GPU campuses are now strategic assets. That’s the exact lane $CLSK, $BTBT (via $WYFI), $DGXX, $IREN, $CIFR and others are already building in. Powell already said AI/data center buildouts are a

Always choosing the ache. To have truly and sincerely loved, and then lost it, is always worth more than never having experienced it at all. I always knew, and will always know, that my love for her was as real as it could have been. It survived the breakup. It lingers. It hurts