The dirtbags over at JP Morgan are pounding the table this morning telling their clients its time to buy $IREN and that shares are far too cheap! @IREN_Ltd

Agent creation update for @ParallelColony // Colony is an AI simulation game powered by $PRIME and built on @solana

🚨 BREAKING: Grayscale launches #Bitcoin Miners ETF with the ticker $MNRS.

Spent the afternoon with the $CLSK management team and walked away with some rambling thoughts. It starts with the idea that if the DeepSeek risks materialize and alienate the middle of the curve where some Bitcoin miners operate today in AI/HPC, the three-pronged narrative might consolidate into two: the LBE (levered bitcoin equity) model or the cheapest "cost to mine" model. But could it be time to consider a new metric: "cost to own"? With SAB 121 repealed, miners now have more opportunities to offer real "asset management" services with their HODL holdings. We could enter a world where instead of reporting "36,250 cost to mine 1 BTC," you might report "0 cost to own 1 BTC over ~8 months" based on various capital market strategies. This represents a new form of capital stewardship we haven’t seen in mining before, but the end result is the same: what is the best way to acquire more Bitcoin cheaply? While the LBE strategy externalizes financing arbitrage, the "cost to own" strategy internalizes it in-house. And if there’s one company structurally set up to play this, it might be $CLSK as one of the most efficient player with scale in the space; it might be time to rethink the yield question for the Trump era. With that, congrats to @smatthewschultz @ZachKBradford on the 5y anniversary! Was a particularly memorable to be as Nasdaq today to be with you all.

The lore behind #sorkincoin is crazy straight from the ceo of blackrock this shit could easily hit 10s of mills if picked up by the right hands. Ca: 4wZNTEJpZkPjRe9aDFr2ZjcSnrWpTmxA6XA96mgUpump

SAB 121 being repealed may be the most important domino to fall for #Bitcoin under the new administration. It will now be easier for major financial institutions to participate in the future of finance.

🚨NEW per my @FoxBusiness colleague @EdwardLawrence: The #crypto executive order has officially been signed. Here are the details: 📌The Executive Order establishes the Presidential Working Group on Digital Asset Markets to strengthen U.S. leadership in digital finance. 📌The Working Group will be tasked with developing a Federal regulatory framework governing digital assets, including stablecoins, and evaluating the creation of a strategic national digital assets stockpile. 📌The Working Group will be chaired by the White House AI & Crypto Czar @DavidSacks and include the Secretary of the Treasury, the Chairman of the Securities and Exchange Commission, and the heads of other relevant departments and agencies. 📌The White House AI & Crypto Czar will engage leading experts in digital assets and digital markets to ensure that the actions of the Working Group are informed by expertise beyond the Federal Government. 📌The Executive Order directs departments and agencies with identifying and making recommendations to the Working Group on any regulations and other agency actions affecting the digital assets sector that should be rescinded or modified. 📌The Executive Order prohibits agencies from undertaking any action to establish, issue, or promote central bank digital currencies (CBDCs). 📌The Executive Order revokes the previous Administration’s Digital Assets Executive Order and the Treasury Department’s Framework for International Engagement on Digital Assets which suppressed innovation and undermined U.S. economic liberty and global leadership in digital finance.

BREAKING: 🇺🇸 President Trump signs crypto executive order to create a national digital asset stockpile, Fox reports.

RT @gremplin: ok don't yell at me but this is how you mint these members of the Croak Cabal. i'm in a burny mood and @manifoldxyz at long…

$IREN continues to underpromise and overdeliver. Dan listens to shareholders and stays fully aligned with us. Guidance raised to 50 EH by H1 2025 (up from 40)🔥 No ATM, U.S. domiciled, unmatched growth, fastest execution, top-tier rig efficiency. $IREN is best-in-class. Bullish!

$Iren 🚀

$CLSK short term catalysts - 4 things I am looking at from a fundamental POV: 1 • 37 EH/s EOY 🎯 --- Adding another 6 EH/S to hash rate ( 19%) in the next ~37 days while also dramatically improving fleet efficiency. 2 • Two turnkey sites in Mississippi --- Recent pics on X show them installing miners in a facility last week, and I am betting these are the S21s due be installed in the 2 new turnkey sites acquired in MS. Timeline for delivery fits. Operations begin in Dec. 2024, adds 1 EH/s at 15 J/Th 3 • Improved Efficiency/margins --- Current: 31.3 EH/s and 20.89 J/Th, going over 32 at ~20 J/Th with the MS sites alone, with more to come in TN, WY, and via disclosed fleet refreshed. Volume of BTC mined is going up. Efficiency and margins improving with each new miner installed. At 37 EH/s and ~18 J/Th these numbers get much better - but let's just go with where they are now and extrapolate what the numbers for this next Q may look like - this is a sandbag. They are going to be mining more, at a better efficiency/margin: $CLSK disclosed in their Q3 report that all-in costs (energy, depreciation & financing) were less than $44K/BTC at wholly owned sites. At $98k Bitcoin, they are making ~$54k/coin profit Mining 700 coins a month • ~$38M/month • ~$113M/quarter So, with increased hash rate and margins, $40M profit a month and $120M profit a Q seems fair, if not low. 4 • HODL - balance sheet is strong --- Current HODL of 8701 is worth $857M ($98.5k BTC) Mining 700 a month and adding their balance to their HODL puts them over 10,000 BTC by the EOY.

Why is the market favoring companies that buy #Bitcoin at variable spot prices (~$92,000 today) over companies that acquire #Bitcoin for a relatively fixed cost of ~$40,000 today? This seems like a good time to remind everybody that there is no Bitcoin without the miners.

PepeCoin is now ranked 2nd in #KuCoin's Gem Vote 3 Days Left! Go cast your votes for #PEPECOIN now! Vote here 👉kucoin.com/gemvote x.com/kucoincom/status/18561…

As evidence of our commitment to the PepeCoin community, and the continued pursuit of PepeCoin rarity... Excess tokens remaining from the L1 migration last year were burned: 11.46M tokens (~$50M in USD equivalent) 🔥 We’ll always take it rare. 🐸🪙

Don’t fight this anon 🚀

and when it’s all over, they’ll say you got lucky

Go time!

For the Pepecoin Community! 🐸 Today, the loudest voices are being heard, and @pepecoins is making waves with its impressive performance. Using the Spectre AI Search Engine, let’s dive into the deeper narrative! In the app, we see #Pepecoin being mentioned by key figures like @virtualbacon, @kylechasse, @EricCryptoman, and more. However, there is a mystical story here—a Lore from @0x_fbb4: The Original PepeCoin Journey 🌿 According to FFb4, Pepe the Frog isn’t just a meme; it’s an internet phenomenon that transcends platforms and generations. Back in 2016, as a tribute to this cultural icon, a team of devoted OG developers launched one of the earliest memecoins: Pepecoin. It was their homage to meme culture, following closely after Dogecoin. FFb4’s Key Thesis on Pepecoin: - While many in the crypto space are familiar with newer tokens, few realize that the original memecoin—after Dogecoin—was inspired by none other than Pepe. As this forgotten history comes to light, curiosity is bound to grow around the genuine OG $PEPECOIN. - FFb4 emphasizes that Pepecoin is the true OG. He has shown his unwavering support by actively adding liquidity, burning millions of dollars worth of tokens, and even buying at market tops to strengthen the project. Unlike other versions of $PEPE, which may have seen fragmented community support, the original Pepecoin continues to thrive with a dedicated base and deeper authenticity. - FFb4 believes that, with renewed interest in memecoins, Pepecoin stands to capture the attention of those disillusioned by derivative projects. This is not just another token but a rekindling of the original meme spirit, offering significant potential for those seeking a genuine connection in this space. The PEPENING 🐸, according to FFb4! The past 30 days have seen Pepecoin surge over 170%, which FFb4 interprets as a signal that the OG community is ready to step into the spotlight. The claim is that Pepecoin’s time has come once again—not as a newcomer but as a revival of an authentic piece of crypto history. What’s your take on FFb4’s thesis? Dive deeper into the lore and explore for yourself. #pepening $SPECT