Ben Gagnon

Ben Gagnon (黄比特) CEO @keelinfra_ | "2025 was foundational. 2026 is execution. 2027 is delivery." | NASDAQ: KEEL | | Views are my own

[Ben Gagnon @CaptainKeel]

Officially closing the chapter on HashOveride and moving forward as @CaptainKeel.

Same person, new chapter. Here for everything @keelinfra_, HPC and the power behind AI.

$KEEL

[Ben Gagnon @CaptainKeel]

First year sponsoring the @theallinpod Summit. Biggest takeaway: the best ideas on stage just confirm what's already happening on the ground.

Case in point -@DinaPowellMcC on communities: hire local, train local, real pathways in. That's been Keel since day one.

[The All-In Podcast @theallinpod]

All-In Summit: Meta's Dina Powell McCormick

-- The Case for Data Centers

-- Countering Backlash By Making a Positive Impact

-- AI Job Boom and America's Workforce Academy

-- Social Media Settlement, New Rules for Teens

-- Meta’s AI Future: Glasses, Muse Spark

(0:00) Dina Powell McCormick joins The Besties!

(1:52) Impact of Meta's data center in Richland Parish: $50K teacher bonuses, revitalizing a community

(11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns

(19:57) America's Workforce Academy, the job growth in re-industrializing America

(26:58) Meta's recent social media settlement, new rules for teens

(35:25) Meta glasses and Zuck's AI strategy

@DinaPowellMcC $META

[Ben Gagnon @CaptainKeel]

Steel.

The grid.

The Internet.

Every generation builds its defining infrastructure.

At @keelinfra_ we’re building the foundation compute runs on.

This is our vision, in 90 seconds. Now watch what we do with it.

[Keel Infrastructure @keelinfra_]

Every generation builds the infrastructure that defines it.

This generation runs on compute, and we’re building the foundation beneath it.

Powering Tomorrow's Economy.

[Ben Gagnon @CaptainKeel]

I bought the dip at 3.33.

Again.

$KEEL

[Ben Gagnon @CaptainKeel]

Nice consolidation. I bought the dip.

$bitf

[Ben Gagnon @CaptainKeel]

Standards you're forced to meet are a cost.
Standards you already live by are a moat.
PA GRID Standards arrived this week.
Panther Creek and Sharon were built on Keel Standards adopted years ago. Permitting unchanged.
$KEEL

[Ben Gagnon @CaptainKeel]

Standards you're forced to meet are a cost.
Standards you already live by are a moat.
PA GRID Standards arrived this week.
Panther Creek and Sharon were built on Keel Standards adopted years ago. Permitting unchanged.
$KEEL

[Keel Infrastructure @keelinfra_]

$KEEL supports @GovernorShapiro’s EO & Pennsylvania's new GRID Standards for responsible data center development - the way we've built at Panther Creek & Sharon from day one.

Permitting at both campuses stays on its existing timeline.

Read more: https://t.co/OIvAhOua1a

[Ben Gagnon @CaptainKeel]

At Keel we welcome @GovernorShapiro's new GRID standards and believe they are an important step for responsible data center development in PA. Building responsibly and transparently alongside our communities has been core to @keelinfra_ from the start. Proud to say that we were already working within many of the requirements and are confident in the path ahead.

[Ben Gagnon @CaptainKeel]

@keelinfra_ portfolio solves the hardest and most valuable problems potential tenants have: power, timing and location.

Today all three of our priority sites have clear visibility to full permitting, with multiple customers negotiating for each.  Secured power available in 2027, attractive locations and proven delivery partners are driving every customer conversation we're having.

Looking forward to meeting with 14 analysts over 60 excited institutional investors over the next few days and sincerely apologize to the 20+ investors who unfortunately we had to put on a waitlist.

Welcome to the Goldilocks phase.

$KEEL

[Ben Gagnon @CaptainKeel]

Big day for the Keel Crew. Ganesh Aiyer joins $KEEL as President as demand for HPC and AI accelerates.
He's executed at the highest level for two decades at one of the world's largest data center platforms, and he's the right leader to help steer our next phase of growth. No doubt he'll hit the ground running.

[Keel Infrastructure @keelinfra_]

Today we announced the appointment of Ganesh Aiyer as President of $KEEL.

He joins us from one of the world's largest data center platforms with 25 years in commercial strategy, and will lead our commercial and pipeline expansion.

https://t.co/WoeAwb9UsR

[Ben Gagnon @CaptainKeel]

Big milestone for the crew today ⚓️

$KEEL joined the Russell 3000® Index - the result of 18 months advancing our energy pipeline and building a team that delivers.

Now more investors can follow along as we execute.

[Keel Infrastructure @keelinfra_]

Today $KEEL joins the Russell 3000® Index.

As of the end of June 2025, about $12.2 trillion in assets are benchmarked against the Russell US indexes.

https://t.co/CKuSsmwmjb

[Ben Gagnon @CaptainKeel]

Ahoy $KEEL Mates. This is your captain speaking with a quick word from the bridge. ⚓

Today Citizens has initiated coverage with a $10 price target, making them the 11th bank to cover KEEL.

Also today we received word from the docks: our new 100 MVA transformers (80 MW usable) are about ready to leave the factory and bound for the new Sharon substation to increase the site from the 30 MW today to the 110 MW contracted.

Steady as she goes and full steam ahead.
$KEEL

[Keel Infrastructure @keelinfra_]

Progress at Sharon ⚡️ One of two custom built 100 MVA transformers for our future 80 MW substation has completed manufacturing and factory testing - a key step as we advance the campus.

[Ben Gagnon @CaptainKeel]

So proud of this team. We went into this raise from a position of strength and came out with even more flexibility to invest in what is next for Keel.

Credit to the entire $KEEL Crew for the work behind it.

Had to push back media until we officially closed. Will get a quick interview scheduled over the next few days.

[Keel Infrastructure @keelinfra_]

Keel Infrastructure (Nasdaq/TSX: $KEEL) has closed a $458 million convertible senior notes offering with significant interest and broad participation from institutional investors. This financing strengthens an already strong balance sheet to support value-add investments across our developments.

Full release: https://t.co/J5ckTcubTh

[Ben Gagnon @CaptainKeel]

Small update:

We have now spoken with 129 investors since our Q1 earnings call on May 11.

For comparison in the entirety of 2025 we met with 168 investors. While we always strive to make ourselves accessible to investors, we have to pump the brakes on further investor calls.

Back to work Keel Crew.

[Ben Gagnon @CaptainKeel]

Good morning Keel Mates!

Just want to do a quick followup from our Q1 call Monday with the key takeaways:

1. Continued progress on permitting and zoning secured
2. Confident on getting 3 leases signed this year
3. Increasing investor interest with twice as many attendees on our Q1 call than normal and 63 investor meetings in the last 3 days.

For those of you who missed it, links below:

Q1 Webcast:
https://t.co/5qlEJnvDIY
Q1 Power Analysis:
https://t.co/6b84eA9NZn

[Keel Infrastructure @keelinfra_]

Such a special day joining the ribbon cutting for Panther Valley Elementary School’s newly revamped playground.

From doubling the playground footprint to adding ADA-compliant features focused on accessibility and inclusion, this space was thoughtfully designed to support Panther Valley students and families for years to come.

This project is part of a $1 million commitment to the school district, with additional capital projects planned over the next three years. Supporting the communities where we operate is a core mission to us at Keel, and we’re grateful to continue our ongoing partnership with the Panther Valley community.

[Ben Gagnon @CaptainKeel]

Good morning Keel Mates!

Just want to do a quick followup from our Q1 call Monday with the key takeaways:

1. Continued progress on permitting and zoning secured
2. Confident on getting 3 leases signed this year
3. Increasing investor interest with twice as many attendees on our Q1 call than normal and 63 investor meetings in the last 3 days.

For those of you who missed it, links below:

Q1 Webcast:
https://t.co/5qlEJnvDIY
Q1 Power Analysis:
https://t.co/6b84eA9NZn

[McNallie Money @McnallieM]

"When we say we're going to get 3 leases signed this year, we're going to get three leases signed this year" @captainkeel CEO @keelinfra_ 👀👀👀

Seriously, give this a watch and try not to be BULLISH!!! $KEEL

[Ben Gagnon @CaptainKeel]

Had the pleasure of sitting down with @power_analys1s this afternoon to discuss Q4 earnings, US redom, US rebrand, strategy and site developments.

Go check it out!

[McNallie Money @McnallieM]

Catch @captainkeel on his first @power_analys1s interview as CEO of $KEEL Infrastructure!!! 👀👀👀 $KEEL $BITF

https://t.co/EtAZeD63EG

[McNallie Money @McnallieM]

Catch @captainkeel on his first @power_analys1s interview as CEO of $KEEL Infrastructure!!! 👀👀👀 $KEEL $BITF

https://t.co/EtAZeD63EG

[Ben Gagnon @CaptainKeel]

Today we closed one chapter and opened a much bigger one.

We are no longer Bitfarms, we are Keel Infrastructure.

US redomiciled.

US GAAP.

Full rebrand.

All executed in parallel.

All on time.

The North American energy infrastructure buildout is one of the defining opportunities of this decade, and we've built this company to be right in the middle of it.

New capital markets.

Deeper institutional access.

A platform built for scale in the markets that matter most.

To the team that made today possible: Proud doesn't cover it.

To the market: you haven't seen anything yet.

Welcome to Keel. ⚓

[Keel Infrastructure @keelinfra_]

We’re officially Keel Infrastructure! Built for the accelerating demand for HPC and AI—with the power, locations, and execution to deliver.
Explore our new website → https://t.co/3VI028F01M

[Ben Gagnon @CaptainKeel]

Good morning farmers!

We have been busy cooking and I am excited to share that Bitfarms is launching the final phase of our U.S. pivot! Subject to shareholder approval we will redomicile to Delaware and rebrand as **Keel Infrastructure** (ticker: KEEL expected on Nasdaq/TSX).

As I said in today's release: “Our new name reflects how we think about infrastructure, how we’re building this company, and how we want to serve our future customers. The keel is the structural backbone of a vessel—the largely unseen but critical foundation that provides stability and converts energy into forward motion. It represents our commitment to becoming an infrastructure partner that enables customers to achieve their goals in the HPC/AI revolution that will continue for years to come. We are no longer a Bitcoin company, we are an infrastructure-first owner and developer for HPC/AI data centers across North America. As we enter this next chapter, our focus is simple: we’re building the infrastructure for the compute of the future.”

Shareholder meeting March 20—looking forward to your support as we complete our transition to a US HPC/AI company!

Read more: https://t.co/KL6NxlRguJ