Kamahsutra
@thekamahsutra
Relentless. Embrace the volatility.
ID: 1418176901919690757
22-07-2021 11:51:54
4,4K Tweet
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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
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
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
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
Anthony P⭕️wer Eric Jackson EMJCapital Opendoor Cipher Mining IREN Power Mining Analysis Ltd. McNallie Money BitcoinMiningStockGuy Bitcoin Bella Tyler Page Freedom By 40 𝒰𝓂𝒷𝒾𝓈𝒶𝓂 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 As a proud Canadian Eric Jackson, he might want to have a quick look at $BITF. Holding lots of power, but on the east coast. 410 MW of capacity today with 1 GW+ real pipeline. The craziest part? They're still trading around $2, and a MC that is still well under $1 billion. A deal
₿en Gagnon AKA Hashoveride Alright, ₿en Gagnon AKA Hashoveride will coming on to talk about the AI/HPC opportunity that is still flying under the radar that is $BITF. Dulce ₿itcoin ₿utcher 🥩 🐑 🐷 LFG.😉
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
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 $IREN sites sit on major fiber optic backbones that have multiple T1 carriers. Do better. x.com/TheKamaHsutra/…
Ellis Wyatt Bro, you're playing catch-up. I've done this almost a year ago. Northern Virginia has a huge problem meeting the power demands to power for AI DCs, not to mention the political push back. West Texas is for AI DCs what Northern Virginia was for cloud DCs. x.com/TheKamaHsutra/…
Ellis Wyatt vicvinegar Colton Shoults The renderings is for the Horizon 1 and 2 at Childress, which is energized before Dec 31, 2025 and would be largely exempted from SB-6. The main concerns will be for the SW 1 and 2 sites. However, there is no reason that the existing designs for the current Horizon type DCs with
🤔$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
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