D.R. Lewis ⚡

Attorney ⚖ • Veteran 🇺🇸 • Author • Professor • #FSDBeta⚡️tester • #Bitcoin • Co-Host @Alpha__Insights • Co-Host 'The Week That Was' #TWTW in #MiningMafia

[D.R. Lewis ⚡ @Charge_Stack]

Providing weekly Bitcoin-centric content on "The @Alpha__Insights Show" and "The Week That Was" #TWTW in the Mining Mafia community - always looking for great bitcoin related topics & guests!

[D.R. Lewis ⚡ @Charge_Stack]

https://t.co/Enrmir8vTf

[D.R. Lewis ⚡ @Charge_Stack]

@tonycarrera @mcclintock_m Thanks so much for the contact info!

[D.R. Lewis ⚡ @Charge_Stack]

Hey, this is Daniel's wife, Elaine. I was wondering if anyone in the community knows of an estate attorney in Florida who has experience with handling estates involving Bitcoin. Any recommendations would be greatly appreciated! Thanks in advance!

[D.R. Lewis ⚡ @Charge_Stack]

@hswinters13 That would be great! Thanks so much. I am also a native Floridian.

[D.R. Lewis ⚡ @Charge_Stack]

@theBTCMiningGuy @_emersonlewis This is Elaine Daniel's wife. I want to take a moment to express my deepest gratitude for all the love, prayers, and support you have shared with our family during this incredibly difficult time. Knowing how much he was appreciated, loved, and respected brings great comfort.

[D.R. Lewis ⚡ @Charge_Stack]

As of 2/1 there are 20 states that have begun the process of introducing a Bitcoin Reserve

[₿igHodl @big_hodl]

🧵 US State Race - Bookmark this thread for future updates.

Feb 1st 2025:

[D.R. Lewis ⚡ @Charge_Stack]

Bitcoin Miner MCAP - 1/31/25
(Sector = $33.5B) (Down 10.1% YRD from $37.26B

1. $MARA - $6.22B

2. $RIOT - $4.08B ⬆️2
3. $BTDR - $3.56B ⬇️1
4. $CORZ - $3.42B ⬇️1
5. $CLSK - $2.93B

6. $IREN - $2.19B
7. $HUT - $2.03B ⬆️1
8. $CIFR - $1.99B ⬆️1
9. $WULF - $1.84B ⬇️2

10. $FUFU - $0.82B
11. $BITF - $0.71B
12. $BTBT - $0.48B
13. $HIVE - $0.37B
----
Notes: First month of 2025 saw a 10% aggregate draw dawn for the sector. No company's MCAP went up over the first 4 full trading weeks of the year.

1. I anticipate the MCAP to exceed $100B this year. We will see. That sets up for a baseline of ~3x for the sector/stocks.

2. I broke these into loose groupings to show some separation in MCAP size. It helps me consider which companies may be able to move up into the next "tier" based on MCAP

3. There is a large gap between #9 and #10 of over $1B - IMO a couple of these plays make for very interesting propositions at this price point
----

Source: https://t.co/QfofgldEto

[D.R. Lewis ⚡ @Charge_Stack]

Bitcoin Miner MCAP - 1/3/25 (Sector = $37.26B)

1. $MARA - $6.66B
2. $BTDR - $4.36B
3. $CORZ - $4.29B
4. $RIOT - $4.24B
5. $CLSK - $3.03B
6. $IREN - $2.43B
7. $WULF - $2.40B
8. $HUT - $2.26B
9. $CIFR - $1.93B
10. $FUFU - $0.92B
11. $BITF - $0.81B
12. $BTBT - $0.56B
13. $HIVE - $0.42B
----
Notes: First Friday close of the week, and I thought this would be good to bookmark & look back at to see how 2025 unfolds

1. Total sector MCAP - $37.26B - I anticipate to exceed $100B this year. We will see. That sets up for a baseline of ~3x for the sector/stocks.

2. $BTDR $CORZ and $RIOT are all lumped together in positions 2-4, and while all mine Bitcoin, they have varied verticals (BTDR - picks and shovels, CORZ - HPC, RIOT - Bitcoin mining)

3. The sector now has 9 Companies over $1B (almost over $2B)

----
Source: https://t.co/QfofgldEto

[D.R. Lewis ⚡ @Charge_Stack]

$BTDR @bitdeer HODL continues to grow - now 724 Bitcoin

[Bitdeer @Bitdeer]

Bitdeer’s Weekly Crypto Spotlight!

Transparency at its finest—our #BTC holdings revealed every week!
📊 Latest Update:
🪙 BTC Holdings: 724 (pure, no customer deposits).
📈 An increase of 29 BTC compared to last week’s holdings.
✅Checked on January 31, 2025.

Check back soon for more updates!—we’re keeping it transparent! 💡
#Bitcoin #BTC #BitcoinHoldings #BitcoinCommunity #BTCMining $BTDR

[Simply Bitcoin @SimplyBitcoin]

JUST IN: #Bitcoin closed its highest monthly candle ever! 🚀

[D.R. Lewis ⚡ @Charge_Stack]

Great interview @mikealfred @cazenove_uk @McnallieM 🙌

[Anthony P⭕️wer @cazenove_uk]

On today’s #PowerMiningAnalysis podcast we welcomed @mikealfred, a private investor, advisor and board member of @IREN_Ltd for the first time to provide his perspective on #BTC mining industry, the move to #HPC and #AI and much more …

➡️ https://t.co/POGgkuCacw

[D.R. Lewis ⚡ @Charge_Stack]

Content week of 1/27

1/30 - (Alpha Insights) $WULF @TeraWulfInc CTO Nazar Khan, CFO Patrick Fleury

https://t.co/4IPM54f7WF

1/31 - (TWTW) Episode 1.11 - w/guests @AydinKilicHIVE, @bulldogholmes of $HIVE

https://t.co/u8pLKfojCF

[D.R. Lewis ⚡ @Charge_Stack]

Providing weekly Bitcoin-centric content on "The @Alpha__Insights Show" and "The Week That Was" #TWTW in the Mining Mafia community - always looking for great bitcoin related topics & guests!

[D.R. Lewis ⚡ @Charge_Stack]

Content week of 1/20:

1/20 - (Alpha Insights) $KULR @KULRTech CEO @michaelmokulr

https://t.co/mmqgr7HbCA

1/20 - WOLF Inauguration Special (YouTube)
https://t.co/X1HZeTgimm

1/24 - (TWTW) Episode 1.10 - w/@harry_sudock of $CLSK

https://t.co/ShYjKMq1JE

[D.R. Lewis ⚡ @Charge_Stack]

@DougMcCusker @CleanSpark_Inc @smatthewschultz @GaryVec @taylorbmonnig Classsing it up buddy!

[D.R. Lewis ⚡ @Charge_Stack]

I'll piggyback on this post. Happy Birthday @smatthewschultz - what a cool guy! This picture is from the time I threw a party at The Social Fox in Norcross, GA and Matt showed up with fellow execs @GaryVec and @taylorbmonnig to hang with us & have a beer.

Good times.

[Ben Briggs @Rex_Finance]

$CLSK @CleanSpark_Inc friends - make sure to wish this guy a happy birthday🎉today! He’s made so many sacrifices to build this company, and he’s marched on through a bigger storm in his life than most are aware of.

He’s a big reason that 4.5 years ago (when I was 19) I started having immense success on my YouTube channel. He looked past age like most others didn’t. The rest is history.

Just to give you a glimpse into the man he his, he took time out of his day yesterday to send me this after seeing others throw personal insults at me:

“…I’ve always respected your honesty. You’ve been very supportive of us but there have been times you questioned the moves that we made and been public about that… I respect that. Don’t ever let the anonymous world of social media impact who you are… A big fan of your integrity, my friend…”

Blessings on your day and cheers to many more! @smatthewschultz 🎂

[D.R. Lewis ⚡ @Charge_Stack]

@gule_leo @smatthewschultz @GaryVec @taylorbmonnig Truth. Accept it. Have a nice day! 👋

[D.R. Lewis ⚡ @Charge_Stack]

@gule_leo @smatthewschultz @GaryVec @taylorbmonnig Wow. Tell me you don't understand safe harbor regulations without telling me. And the jet saves cash. Bitter. Move on.

[D.R. Lewis ⚡ @Charge_Stack]

@kemilly4321 @gule_leo @smatthewschultz @GaryVec @taylorbmonnig No. It was at Investors Day at Norcoss. They opened the doors and showed us all the mining ops, answered all our Qs, and were fully transparent.

The PJ saves them cash - You can dig up the interview I did with Matt where we discussed it live on spaces. Great move, TBH

[D.R. Lewis ⚡ @Charge_Stack]

@Rex_Finance @smatthewschultz @GaryVec @taylorbmonnig For sure! Next $CLSK Investors Day should be at Wyoming. We will find a saloon.

[D.R. Lewis ⚡ @Charge_Stack]

$MARA

[100DollarMARA @dollar_mara]

Morgan Stanley $MARA position increased by 230,807 shares in Q4 to 5,826,460 shares (1.72% of shares outstanding)

[D.R. Lewis ⚡ @Charge_Stack]

@thebrmola @MoRTrades @web3shop @SamirTabar @Invst_Informant @theBTCMiningGuy Good point - weird GROK has them as early adopters per filings