1,373 Photos and videos
Jun 5
If you zoom you, you’ll realize that the last time Bitcoin sold off to this level, $SATA went down to $81 a share.
The structural ownership base continues to mature. The volatility continues to dampen.
Daily dividends begin in less than 2 weeks. Watch this snap back to par.
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Jun 4
Saylor just agreed with my earlier comment another Bitcoin being ‘boring.’
At a personal level, over the last few months, I’ve invested heavily in a handful of AI infrastructure names with funds that may have otherwise gone to Bitcoin.
Bitcoin will return with force.
Jun 4
Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.
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Jun 4
I think the obvious clear reason for recent Bitcoin price action is that it has simply become boring.
When you have these AI names doubling every quarter, Bitcoin is no longer cool.
Nothing in Bitcoin is broken, it’s just out of style with the average person.
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Jun 3
Why do the biggest $IREN bears always seem to be $NBIS investors?
It's extreme backwards thinking. If you're truly an intelligent $NBIS investor, at some level you have to respect the $IREN portfolio?
Sure you can argue it as a better investment, everyone is entitled to their own opinion, but to be outright bearish?
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Jun 3
The $IREN bears continue to show their ignorance this morning.
My feed is filled with "if power is the bottleneck then how has IREN added so much in the past 6 months?"
Most clearly lack the understanding of this industry to be invested.
Anyway, I bought more this morning.
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Jun 1
As I’ve said before, the debt market is generally a far better heuristic for risk assessment than public markets.
Those with billions loaned out have validated $IREN.
Do with this as you wish.
IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.
@danroberts0101, Co-Founder and Co-CEO of IREN, said:
“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”
Learn more: iren.gcs-web.com/static-file…
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May 26
BlueBirds 8, and 10 are officially at Cape Canaveral with BlueBird 9 on the way.
Exciting to see a third launch partner in the mix for $ASTS. Quickly minimizing one of their largest bottlenecks.
A major inflection point for $ASTS income statement is on the horizon.
May 22
BlueBirds 8 and 10 have officially arrived at Cape Canaveral.
Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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May 26
$ASTS now over $120. Up nearly 75% from this tweet.
Don't let price action whipsaw you out of positions. Know what you own.
May 11
This may be one of the best entry points to $ASTS that we've seen in a while.
$ASTS has massively underperformed the rest of the space industry over the past few months.
Meanwhile, 2026 revenue guidance is expected to be met, BB11-33 are in advanced stages of production, and the next few launches are multiple satellites on Falcon 9.
Also, $3.5B in liquidity on the balance sheet.
The $ASTS income statement will look massively different this time next year.
Also, not to mention, the SpaceX IPO will bring new money into this market.
I will likely add to my $ASTS position at tomorrow's open.
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May 26
Given this chart, you cannot logically value $ASST at 1x mNAV. At some level the market needs to price in the rate of accumulation.
Exciting times for those participating in digital credit and especially for those providing daily dividends.
May 26
Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin.
STRIVE SNAPSHOT
Bitcoin holdings: 16,500
QTD BTC Yield: 11.0%
YTD BTC Yield: 23.4%
Amplification ratio: 45.2%
$ASST $SATA
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May 22
Yup. $ASTS now back over $100.
🎯🎯🎯
May 11
This may be one of the best entry points to $ASTS that we've seen in a while.
$ASTS has massively underperformed the rest of the space industry over the past few months.
Meanwhile, 2026 revenue guidance is expected to be met, BB11-33 are in advanced stages of production, and the next few launches are multiple satellites on Falcon 9.
Also, $3.5B in liquidity on the balance sheet.
The $ASTS income statement will look massively different this time next year.
Also, not to mention, the SpaceX IPO will bring new money into this market.
I will likely add to my $ASTS position at tomorrow's open.
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May 19
Yesterday, the $IREN bears took this press release and ran rampant with it.
Meanwhile, Dan recently confirmed that this acquisition was essentially free.
For some reason, there’s a mass of people that just believe the $IREN management team is highly incompetent. It seems this opinion stems from tribalism with competitors.
Unfortunately, this poor heuristic appears to continually corrupt their ability to critically think about this market and damages their ability to make sound investment decisions.
Stocks don’t go up because of your loyalty to a company. Think critically, not blindly.
$IREN continues to execute at an extremely high level.
IREN has acquired Awaken, a creative and media agency specializing in content strategy and brand development for high-growth companies.
Senior members of the team will join IREN, including Founder and CEO Chris Parker, who will lead IREN's brand and marketing strategy.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “As we expand across new geographies and customer segments, brand awareness and customer engagement become increasingly important. Chris and the Awaken team have been trusted partners to IREN for some time, and bringing those capabilities in-house was a natural next step as the platform continues to scale."
Learn more: iren.gcs-web.com/static-file…
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May 14
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May 13
And people think that $IREN “pivoted” to AI.
This has been a vision of the company for years. You can easily confirm that by going back to prior earnings presentations.
Do your research.
Also, a strong heuristic for identifying great management is market beating vision.
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May 12
Extremly strong terms on the $IREN recent convertible offering.
Oftentimes the debt markets are a far better place than to public markets to look to assess risk on a company.
The debt markets are pricing $IREN very favorably.
May 12
$IREN Prices Upsized $2.6 Billion 1% Convertible Senior Notes Due 2033
@IREN_Ltd announced the pricing of its upsized private offering of $2.6 billion in 1.00% convertible senior notes due 2033 (increased from the previously announced $2 billion).
Key Terms:
- Coupon: 1.00% (paid semi-annually)
- Maturity: December 1, 2033
- Initial Conversion Price: ~$73.07 per share (32.5% premium to the $55.15 closing price on May 11, 2026)
- Conversion Rate: 13.6848 ordinary shares per $1,000 principal
- Capped Calls: Entered with a cap price of $110.30 (100% premium) to reduce dilution upon conversion
Proceeds & Use:
- Expected net proceeds: $2.57 billion ($2.96 billion if the $400 million option is fully exercised)
- ~$174.5 million to fund capped call transactions
- Remainder for general corporate purposes and working capital
The notes settle on May 14, 2026. This move provides IREN with significant low-cost capital to support its AI cloud and data center growth.
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