$cifr Sunday Night Alpha 9/28 All, Tyler Page Cipher Mining will address the people tomorrow night 9/28 at 8:00 PM EST. Let’s pack this Space up to over 1k tomorrow night! Shares and retweets appreciated. Don’t miss this opportunity! Questions in comments below 👇

The real edge our mining mafia has against others is our clarity and conviction on the inevitability around certain outcomes (BTC, AI/HPC power scarcity, RWAs, etc), and our longer term investment time horizon to wait for the rest of the market to catch up on these realizations

$IREN a simple overview for new / potential investors: 1) Barriers to entry are high (power is limited, HPC infra is hard) 2) Margins are high (CSP at 97% HW profit margin) 3) Demand is accelerating (growing parabolically, not slowing down) These three factors make $IREN a

$BTC is destined to go higher this month. Whether it breaks through to ATHs today / over the weekend, or has a slight pull back near term really doesn’t matter, we are going into price discovery in October either way IMO, and the move past $124k will be violent

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Good morning, Mining Mafia ⚒️ Extremely exciting times ahead. Today I wanna highlight two funds that have been short $WULF previous to the Google deal. I will not name the names of the funds at this point but instead of taking their losses like men, they’ve doubled down! Even

“you have asymmetric returns — you can lose 1x your money, but when you miss on [a Google], you can miss out on 10,000x your money. So we had a saying internally, ‘What could go right?’ We never sweated a zero… But when we miss big winners, we talk about that frequently”

WHERE IS JIM CHANOS!?

$IREN Nice write up on what is driving their real AI infra strategic advantage by Brian Fry for those who might have missed it! “In the New Cloud industry, software is not the moat, GPUs are not the moat, and even land and powerare only temporary enablers. The two true moats

While $CRWV is trying to sound confident on the earnings call, their CEO is (or should be) panicking a bit here after losing the $CORZ deal. I guess the key question is which miner will they try to either acquire (BITF, HIVE, BTDR, SLNH) or do something like a JV with (CLSK,

You can’t get the outsized returns we have received this year WITHOUT the volatility, and volatility is not only in one direction! Don’t get shaken out, and we will hopefully be through the storm shortly. I calculate a true valuation of these names which is a lot higher than

Comments from Cantor on the recent pullback in the AI/HPC. Summary: You are simply not bullish enough.

I’ve held $IREN since my initial purchase 3 years ago now (been continuously adding since then). When asked “are you sad that you didn’t sell near $80?”, my answer is: No, a ~$20B market cap is not what I believe this company is worth. Call me a perma-bull if you like, but I am

jerome albertini BTC I think of it more as value investing. As the company continues to deliver and increase their value created, their market cap will follow. I see the roadmap and their position in a hot emerging market (AI) which I don’t believe is a fad, and have seen how well this team executes.

James Chanos Jackie - 3 year pay back on GPUs - the last 2 years of MSFT contract then pay off the data centers too - year 6 onwards = free data centers (for colo or cloud) + any residual value in the GB300s Or, you can sign a colo deal and wait 10++ years to get your capital back on the data

The true Value of $IREN's $MSFT Deal What most analysts fail to realize is that the economic value creation of $IREN's 5 year cloud deal with $MSFT sits in the data centers that still have 15+ years of useful life left. That is exactly what Daniel Roberts tried to lay out to

$IREN: The Drawdown I've been in six >50% pullbacks: 1) 2020 TSLA $700 pre-split covid crash to $300 - I actually successfully sold out near the top in Feb to roll SPY puts but I rolled too long and got crushed. I knew how bad Covid was from my relatives in China so I sold TSLA

The market needs to learn how to differentiate among the teams building data centers. We are on schedule at Barber Lake and our confidence is unwavering. $CIFR

I would say take a look around the recent posts in MM, taking notice of who is still here (I.e., the few), and who has lost conviction based on short term price action. The thesis hasn’t changed, only strengthened, and in 2026 I believe these businesses should continue to regain

$IREN closed just above $40 on Friday, which was the weekly OPEX max pain as well. There are a number of things expected to happen that could help the stock regain momentum upwards. Some of these have been mentioned before, but I thought it would be good to list them: 1. An