Intelligent conversations & lots of fun! Hit the reminder, you won’t want to miss this! x.com/i/spaces/1ypJd…

👉Shout out to WULF’s $3.2 B high-yield offering 👉PROOF our asset class has institutional demand. 👉Live comps now exist in the market. 👉Which means a BIGGER pool of institutional demand and capital for energy infrastructure operators like $HUT was just UNLOCKED. LFG $HUT 🚀

⚠️Just got off the phone with a top U.S. regional power operator. They told me their Internal forecast shows +20–25 GW of unexpected demand across 13 states. 👉Translation: the grid’s short-term load growth just went parabolic. The energy land grab is real. $HUT

Jensen was on this morning talking about $NVDA starting Blackwell production in the U.S. It means the most advanced AI silicon on earth is now being built under U.S. supply chains for the first time.

👉Tech, right now, is outperforming every asset class. 👉But energy outperforms tech in importance, nothing runs without it. 👉You can’t power innovation without the power 🔌 $HUT

BREAKING: China’s rare earth exports dropped -31% MoM in September, to 4,000 tonnes, the lowest since February. This marks the 3rd consecutive monthly decline. YTD exports have risen +13% YoY, but the data does not yet cover China’s newly expanded export controls introduced

👉If you love America. 🇺🇸 👉If you believe in Bitcoin. 👉If you believe America must win the Bitcoin race. 👉Then American Bitcoin is for you. 👉abtc.com 👉Investor Deck now live 👇 $ABTC Eric Trump Donald Trump Jr. American Bitcoin Asher Genoot Matt Prusak Hut 8

Morgan Stanley: 👉"Recent market weakness among "time to power" stocks is not representative of any fundamental issues- in fact, "time to power" urgency has risen, in our view" 👉"Bitcoin to AI stocks continue to trade at low EV/watt levels" Morgan Stanley $HUT

Word on the street is Entergy $ETR is the top utility hedge fund long. $HUT

"Value is moving to the companies that build & control power for AI" -Jensen Huang $HUT