Kamahsutra (@thekamahsutra) 's Twitter Profile
Kamahsutra

@thekamahsutra

Relentless. Embrace the volatility.

ID: 1418176901919690757

calendar_today22-07-2021 11:51:54

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Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

If anyone thought I was exaggerating about "purpose" being in the $IREN company DNA. They remind themselves of this all the time, the slogan "Proceed with Purpose" is the footer on every single press release since February 26, 2024. Has anyone noticed the before? 🤔😅

If anyone thought I was exaggerating about "purpose" being in the $IREN company DNA. They remind themselves of this all the time, the slogan "Proceed with Purpose" is the footer on every single press release since February 26, 2024.

Has anyone noticed the before? 🤔😅
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Frans Bakker I guess the cat is out of the bag, eh Frans? 😅 This one was cracked by a very stealthy $IREN bull that likes to stay anonymous back in September of 2024. So I don't think they'd step forward. Don't say no El Capitan, come out if you'd like. 😉 It's no surprise that $IREN would

<a href="/FransBakker9812/">Frans Bakker</a> I guess the cat is out of the bag, eh Frans? 😅

This one was cracked by a very stealthy $IREN bull that likes to stay anonymous back in September of 2024. So I don't think they'd step forward. Don't say no El Capitan, come out if you'd like. 😉

It's no surprise that $IREN would
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

The $IREN monthly report came out day, and my apologies, there were no announcements for more GPU installs. As of now there are no explanations from the company why there were none announced. The only reasonable bottlenecks would be labor, delay from Dell, or delay from NVDA to

The $IREN monthly report came out day, and my apologies, there were no announcements for more GPU installs. 

As of now there are no explanations from the company why there were none announced. The only reasonable bottlenecks would be labor, delay from Dell, or delay from NVDA to
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Thank you $NBIS for pumping my full port of $IREN.... truly appreciative. Congrats BTW, there is enough AI pie for all us. 😉 cnbc.com/2025/09/08/neb…

Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Requested DD on $BITF from Frans Bakker: ➡️ Still bear market pricing on the stock. ➡️Energy for AI needed, and not priced in at all. ➡️1 single colocation deal can be worth 10x current MC. ➡️Young, hungry, and smart CEO with ₿en Gagnon AKA Hashoveride. ➡️It's ok to take a bit of profit

Requested DD on $BITF from <a href="/FransBakker9812/">Frans Bakker</a>:

➡️ Still bear market pricing on the stock.
➡️Energy for AI needed, and not priced in at all.
➡️1 single colocation deal can be worth 10x current MC.
➡️Young, hungry, and smart CEO with <a href="/hashoveride/">₿en Gagnon AKA Hashoveride</a>.
➡️It's ok to take a bit of profit
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

L.A.2012 Frans Bakker ₿en Gagnon AKA Hashoveride That is not on him. The previous board was adamant about expanding into South America because of their South American roots. That was the biggest cause of not hitting the targets in 2024, the T21 miners being the other one. For a BTC miner that wasn't into AI/HPC, $BITF pivoted

<a href="/LA201210/">L.A.2012</a> <a href="/FransBakker9812/">Frans Bakker</a> <a href="/hashoveride/">₿en Gagnon AKA Hashoveride</a> That is not on him. The previous board was adamant about expanding into South America because of their South American roots. That was the biggest cause of not hitting the targets in 2024, the T21 miners being the other one.

For a BTC miner that wasn't into AI/HPC, $BITF pivoted
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Some people still want to blame ₿en Gagnon AKA Hashoveride for $BITF's past mistakes. I keep telling people, that should not be on him. The South American heavy founder led BOD wanted to go into South America, with Emiliano Grodzki as CEO when that happened. $BITF pivoted to AI/HPC earlier

Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

We look forward to talking $BITF with Ben Gagnon, along with Dulce and ₿itcoin ₿utcher 🥩 🐑 🐷. At their current MC, BITF is very compelling to look at for AI/HPC exposure. Hope everyone can make it for next Tuesday at 5pm! See you there Ben!

Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Antonio Linares When ones sees the current $IREN already contracted GW power portfolio, they cannot unsee it. This is only what they have contracted so far, there is even more coming, already in advanced development. With all due respect, you're overthinking this one since your original deep

<a href="/alc2022/">Antonio Linares</a> When ones sees the current $IREN already contracted GW power portfolio, they cannot unsee it. This is only what they have contracted so far, there is even more coming, already in advanced development. With all due respect, you're overthinking this one since your original deep
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Ellis Wyatt Bro, your map without context and further analysis is meaningless. I've already covered the latency question for West Texas sites in detail in multiple posts. The $IREN sites sit on major fiber optic backbones that have multiple T1 carriers. Do better. x.com/TheKamaHsutra/…

Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Ellis Wyatt Bro, you're playing catch-up. I've done this almost a year ago. Northern Virginia has a huge problem meeting the power demands to power for AI DCs, not to mention the political push back. West Texas is for AI DCs what Northern Virginia was for cloud DCs. x.com/TheKamaHsutra/…

Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Pennsylvania is AWS country, that is probably more anecdotal than statistically true. However, what is not anecdotal but factual is that $BITF has a real AWS connection. Because of the bad sentiment in $BITF, a lot of people including myself, missed this important BOD

Pennsylvania is AWS country, that is probably more anecdotal than statistically true. However, what is not anecdotal but factual is that $BITF has a real AWS connection.

Because of the bad sentiment in $BITF, a lot of people including myself, missed this important BOD
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Ellis Wyatt vicvinegar Colton Shoults The renderings is for the Horizon 1 and 2 at Childress, which is energized before Dec 31, 2025 and would be largely exempted from SB-6. The main concerns will be for the SW 1 and 2 sites. However, there is no reason that the existing designs for the current Horizon type DCs with

Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

Worth having a look at this Coatue slide that I added $IREN to. More than ever, IREN deserves to be on that slide at that exact slot. You don't get to buy into a hypsercaler in the making at the ground floors very often. Don't fumble this opportunity.

Worth having a look at this Coatue slide that I added $IREN to.  More than ever, IREN deserves to be on that slide at that exact slot. You don't get to buy into a hypsercaler in the making at the ground floors very often.  Don't fumble this opportunity.
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🤔$BITF and the Transatlantic AI opportunity? 🤔 In a recent HC Wainwright conference presentation, $BITF CEO ₿en Gagnon AKA Hashoveride brought up something that I have not heard mentioned before by any of the BTC miners pivoting to AI/HPC: the transatlantic AI opportunity. Ben Gagnon

🤔$BITF and the Transatlantic AI opportunity? 🤔

In a recent HC Wainwright conference presentation, $BITF CEO <a href="/hashoveride/">₿en Gagnon AKA Hashoveride</a> brought up something that I have not heard mentioned before by any of the BTC miners pivoting to AI/HPC: the transatlantic AI opportunity. Ben Gagnon
Kamahsutra (@thekamahsutra) 's Twitter Profile Photo

We all know that ₿en Gagnon AKA Hashoveride was the former Chief Mining Officer at $BITF prior to becoming CEO. The CMO title was non-existent in the BTC mining industry until BITF created that role for Ben Gagnon. From his seminars on BTC mining and how well he's squeezed everything out of

We all know that <a href="/hashoveride/">₿en Gagnon AKA Hashoveride</a> was the former Chief Mining Officer at $BITF prior to becoming CEO. The CMO title was non-existent in the BTC mining industry until BITF created that role for Ben Gagnon.

From his seminars on BTC mining and how well he's squeezed everything out of